Titelia

Holdings of GESINTER FLEXIBLE STRATEGY FI

GESINTER, S.G.I.I.C., S.A. ·51 declared positions · as of Dec 31, 2025

Original filing · Net assets 17.7M € · Ten largest lines: 35.7 % of the equity sleeve

Sector breakdown

  • Health care 14.3 %
  • Financials 12.7 %
  • Consumer staples 12.0 %
  • Consumer discretionary 8.0 %
  • Energy 2.8 %
  • Communication 2.5 %
  • Materials 1.6 %
  • Industrials 1.1 %
  • Technology 1.1 %
  • Unattributed 44.0 %

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

  • US 44.1 %
  • ES 13.3 %
  • FR 12.7 %
  • KY 11.9 %
  • DK 3.6 %
  • NL 2.7 %
  • IT 2.4 %
  • HK 1.8 %
  • GB 1.8 %
  • AU 1.6 %
  • SG 1.6 %
  • CN 1.5 %
  • Other countries 1.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US234.3M €44.09 %
ES61.3M €13.32 %
FR51.2M €12.74 %
KY71.2M €11.90 %
DK1348.4K €3.56 %
NL2265.7K €2.72 %
IT1232.4K €2.38 %
HK1177.7K €1.82 %
GB1173.3K €1.77 %
AU1155.2K €1.59 %
SG1153.1K €1.57 %
CN1145.7K €1.49 %

Positions

CompanySharesValueWeight
Cigna Group/The 550.7K €3.11 %
PayPal Holdings Inc 459.8K €2.59 %
Puig Brands SA 401.5K €2.27 %
Novo Nordisk A/S 348.4K €1.97 %
Sodexo SA 327.8K €1.85 %
AXA SA 307.2K €1.73 %
Unicaja Banco SA 277.8K €1.57 %
General Mills, Inc. 277.1K €1.56 %
Colonial SFL Socimi SA 273.3K €1.54 %
PepsiCo Inc 268.8K €1.52 %
Berkshire Hathaway Inc 256.8K €1.45 %
PulteGroup Inc 239.6K €1.35 %
Generali 232.4K €1.31 %
JD.COM INC 232.1K €1.31 %
LVMH Moet Hennessy Louis Vuitton SE 225.8K €1.27 %
BNP Paribas SA 218.1K €1.23 %
Pfizer Inc 212K €1.20 %
361 Degrees International Ltd 205.7K €1.16 %
Grifols SA 203.3K €1.15 %
Stella International Holdings Ltd 196.6K €1.11 %
Amazon.com Inc 196.5K €1.11 %
PDD Holdings Inc 193.1K €1.09 %
Wolters Kluwer NV 181.1K €1.02 %
Coca-Cola Co/The 178.6K €1.01 %
United Laboratories International Holdings Ltd/The 177.7K €1.00 %
Unilever PLC 173.3K €0.98 %
Kimberly-Clark Corp 171.8K €0.97 %
TotalEnergies SE 166.8K €0.94 %
Hims & Hers Health Inc 165.9K €0.94 %
Alibaba Group Holding Ltd 164.7K €0.93 %
JNBY Design Ltd 159.6K €0.90 %
Meta Platforms Inc 157.4K €0.89 %
BHP Group Ltd 155.2K €0.88 %
Trip.com Group Ltd 153.1K €0.86 %
China BlueChemical Ltd 145.7K €0.82 %
Duolingo Inc 142K €0.80 %
Meritage Homes Corp 140.1K €0.79 %
UnitedHealth Group Inc 112.4K €0.63 %
Lennar Corp 109.4K €0.62 %
Occidental Petroleum Corp 105K €0.59 %
Microsoft Corp 102.9K €0.58 %
Constellation Software Inc/Canada 102.7K €0.58 %
Bosideng International Holdings Ltd 97.7K €0.55 %
Baidu Inc 89K €0.50 %
Prosus NV 84.6K €0.48 %
Amgen Inc 83.6K €0.47 %
Melia Hotels International SA 79.2K €0.45 %
Binjiang Service Group Co Ltd 78.1K €0.44 %
Zeta Global Holdings Corp 69.3K €0.39 %
Banco de Sabadell SA 67.3K €0.38 %
Rigetti Computing Inc 56.6K €0.32 %