Titelia

Holdings of GLOBAL BEST SELECTION, FI

ANTA ASSET MANAGEMENT SGIIC, SOCIEDAD ANÓNIMA · Original filing · Compare with another fund · Report an error

Net assets
6.4M € including 2M € in equities, 30.8 %
Positions
45 in 14 countries
Top ten
9.7 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Kering SA 75.3K €1.17 %
2Samsung Electronics Co Ltd 70.4K €1.09 %
3Novo Nordisk A/S 65.3K €1.01 %
4DSV A/S 64.9K €1.01 %
5Alphabet Inc 64K €0.99 %
6London Stock Exchange Group PLC 61.6K €0.96 %
7Molina Healthcare Inc 59.1K €0.92 %
8Edenred SE 56.7K €0.88 %
9Match Group Inc 55K €0.85 %
10Taiwan Semiconductor Manufacturing Co Ltd 51.7K €0.80 %
11Euronext NV 51.2K €0.80 %
12Thermo Fisher Scientific Inc 49.3K €0.77 %
13NVIDIA Corp 47.6K €0.74 %
14ICON PLC 46.5K €0.72 %
15MarketAxess Holdings Inc 46.3K €0.72 %
16Fiserv Inc 45.7K €0.71 %
17Salesforce Inc 45.1K €0.70 %
18Visa Inc 44.8K €0.70 %
19Elevance Health Inc 44.8K €0.70 %
20Adobe Inc 44.7K €0.69 %
21CIE Automotive SA 44.6K €0.69 %
22Gaztransport Et Technigaz SA 43.8K €0.68 %
23EPAM Systems Inc 43.6K €0.68 %
24Amazon.com Inc 43.2K €0.67 %
25Zoetis Inc 42.8K €0.67 %
26Berkshire Hathaway Inc 42.8K €0.66 %
27Rio Tinto PLC 42.7K €0.66 %
28Canadian National Railway Co 42.1K €0.65 %
29Microsoft Corp 41.2K €0.64 %
30Kaspi.KZ JSC 39.9K €0.62 %
31Meta Platforms Inc 39.3K €0.61 %
32IQVIA Holdings Inc 38.4K €0.60 %
33Rightmove PLC 35.7K €0.56 %
34AUB Group Ltd 35K €0.54 %
35Clarkson PLC 35K €0.54 %
36Airbnb Inc 34.7K €0.54 %
37Copart Inc 33.3K €0.52 %
38LVMH Moet Hennessy Louis Vuitton SE 32.3K €0.50 %
39Viscofan SA 32K €0.50 %
40JD.COM INC 31.8K €0.49 %
41PDD Holdings Inc 29K €0.45 %
42UnitedHealth Group Inc 28.1K €0.44 %
43Booking Holdings Inc 27.4K €0.42 %
44CF Industries Holdings Inc 16.5K €0.26 %
45Burford Capital Ltd 15.2K €0.24 %

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Sector breakdown

  • Technology 15.2 %
  • Health care 13.6 %
  • Consumer discretionary 10.1 %
  • Financials 9.8 %
  • Industrials 5.4 %
  • Communication 5.2 %
  • Materials 3.0 %
  • Unattributed 37.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • EUR 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 49.4 %
  • France 10.5 %
  • United Kingdom 8.8 %
  • Denmark 6.6 %
  • Spain 3.9 %
  • South Korea 3.6 %
  • Cayman Islands 3.1 %
  • Taiwan 2.6 %
  • Netherlands 2.6 %
  • Ireland 2.4 %
  • Canada 2.1 %
  • Kazakhstan 2.0 %
  • Other countries 2.5 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States23977.7K €49.37 %
2France4208.1K €10.51 %
3United Kingdom4175K €8.84 %
4Denmark2130.2K €6.57 %
5Spain276.7K €3.87 %
6South Korea170.4K €3.55 %
7Cayman Islands260.7K €3.07 %
8Taiwan151.7K €2.61 %
9Netherlands151.2K €2.59 %
10Ireland146.5K €2.35 %
11Canada142.1K €2.12 %
12Kazakhstan139.9K €2.02 %
Cite this page

Titelia. "Holdings of GLOBAL BEST SELECTION, FI". https://titelia.com/en/funds/ESFI3753-0