Titelia

Holdings of FONDEMAR DE INVERSIONES, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
12.1M € including 5M € in equities, 41.0 %
Positions
34 in 9 countries
Top ten
19.5 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Repsol SA 277.6K €2.29 %
2Micron Technology Inc 255.1K €2.10 %
3NVIDIA Corp 254K €2.09 %
4Renta 4 Banco, S.A. 244K €2.01 %
5Laboratorios Farmaceuticos Rovi SA 243.5K €2.01 %
6Industria de Diseno Textil SA 238.7K €1.96 %
7Airbus SE 238.1K €1.96 %
8Berkshire Hathaway Inc 214K €1.76 %
9Uber Technologies Inc 208.7K €1.72 %
10Amazon.com Inc 196.5K €1.62 %
11Microsoft Corp 183.6K €1.51 %
12US Bancorp 181.7K €1.50 %
13Taiwan Semiconductor Manufacturing Co Ltd 169.5K €1.40 %
14Eli Lilly & Co 156.5K €1.29 %
15Ferrovial SE 129.6K €1.07 %
16Admiral Group PLC 127.4K €1.05 %
17LVMH Moet Hennessy Louis Vuitton SE 125.8K €1.04 %
18Merlin Properties Socimi SA 123.4K €1.02 %
19Schneider Electric SE 120.7K €0.99 %
20Amadeus IT Group SA 113.1K €0.93 %
21General Dynamics Corp 112.9K €0.93 %
22Oracle Corp 112K €0.92 %
23ASML Holding NV 110.6K €0.91 %
24Sacyr SA 99K €0.81 %
25Banco Santander SA 98.2K €0.81 %
26Mastercard Inc 97.2K €0.80 %
27Shell PLC 83.4K €0.69 %
28Sanofi SA 82.7K €0.68 %
29ArcelorMittal SA 78.1K €0.64 %
30Iberdrola SA 75.7K €0.62 %
31Global Dominion Access SA 66.2K €0.55 %
32Rheinmetall AG 64K €0.53 %
33Novartis AG 55.9K €0.46 %
34Equinor ASA 40.2K €0.33 %

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Sector breakdown

  • Technology 21.8 %
  • Industrials 15.0 %
  • Financials 11.9 %
  • Consumer discretionary 11.3 %
  • Health care 5.9 %
  • Energy 1.7 %
  • Utilities 1.5 %
  • Unattributed 31.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 40.4 %
  • Spain 31.7 %
  • France 11.4 %
  • Netherlands 4.8 %
  • United Kingdom 4.2 %
  • Taiwan 3.4 %
  • Luxembourg 1.6 %
  • Germany 1.3 %
  • Switzerland 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States122M €40.43 %
2Spain101.6M €31.73 %
3France4567.3K €11.40 %
4Netherlands2240.2K €4.83 %
5United Kingdom2210.8K €4.24 %
6Taiwan1169.5K €3.40 %
7Luxembourg178.1K €1.57 %
8Germany164K €1.29 %
9Switzerland155.9K €1.12 %
Cite this page

Titelia. "Holdings of FONDEMAR DE INVERSIONES, FI". https://titelia.com/en/funds/ESFI2915-0