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Holdings of EDM RENTA VARIABLE INTERNACIONAL, FI

EDM GESTION, SOCIEDAD ANONIMA, S.G.I.I.C. · Original filing · Compare with another fund · Report an error

Net assets
34.9M € including 34M € in equities, 97.2 %
Positions
41 in 12 countries
Top ten
37.5 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 1.9M €5.44 %
2NVIDIA Corp 1.7M €4.97 %
3DSV A/S 1.6M €4.59 %
4LVMH Moet Hennessy Louis Vuitton SE 1.2M €3.35 %
5Broadcom Inc 1.2M €3.34 %
6Tencent Holdings Ltd 1.1M €3.28 %
7Visa Inc 1.1M €3.18 %
8S&P Global Inc 1.1M €3.17 %
9Intuitive Surgical Inc 1.1M €3.17 %
10Novo Nordisk A/S 1M €2.98 %
11Spotify Technology SA 1M €2.93 %
12Shopify Inc 1M €2.93 %
13ASML Holding NV 950K €2.72 %
14Synopsys Inc 914.2K €2.62 %
15Linde PLC 897.7K €2.57 %
16Boston Scientific Corp 883.7K €2.53 %
17Netflix Inc 812.4K €2.33 %
18Cie Financiere Richemont SA 805.9K €2.31 %
19London Stock Exchange Group PLC 802K €2.30 %
20ServiceNow Inc 783.2K €2.24 %
21Intuit Inc 769.2K €2.20 %
22L'Oreal SA 766.6K €2.19 %
23Amazon.com Inc 736.5K €2.11 %
24Vertex Pharmaceuticals Inc 724.1K €2.07 %
25Compass Group PLC 706.2K €2.02 %
26Airbus SE 690.8K €1.98 %
27Rheinmetall AG 665K €1.90 %
28Assa Abloy AB 655.1K €1.87 %
29Industria de Diseno Textil SA 653.3K €1.87 %
30Schneider Electric SE 545K €1.56 %
31Service Corp International/US 536.4K €1.54 %
32Eli Lilly & Co 525.2K €1.50 %
33CRH PLC 487.2K €1.39 %
34Safran SA 478.2K €1.37 %
35Experian PLC 477.9K €1.37 %
36Ferrari NV 466.6K €1.34 %
37Viscofan SA 436.3K €1.25 %
38TransUnion 427.8K €1.22 %
39Iberdrola SA 427.7K €1.22 %
40Amadeus IT Group SA 420.5K €1.20 %
41EssilorLuxottica SA 381.9K €1.09 %

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Sector breakdown

  • Technology 21.6 %
  • Industrials 14.9 %
  • Communication 14.4 %
  • Health care 13.7 %
  • Consumer discretionary 12.0 %
  • Financials 8.9 %
  • Materials 4.1 %
  • Consumer staples 2.3 %
  • Utilities 1.3 %
  • Unattributed 6.9 %

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 52.0 %
  • France 11.9 %
  • Denmark 7.8 %
  • United Kingdom 5.8 %
  • Spain 5.7 %
  • Hong Kong SAR China 3.4 %
  • Canada 3.0 %
  • Netherlands 2.8 %
  • Switzerland 2.4 %
  • Germany 2.0 %
  • Sweden 1.9 %
  • Italy 1.4 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1917.7M €51.97 %
2France64M €11.87 %
3Denmark22.6M €7.78 %
4United Kingdom32M €5.85 %
5Spain41.9M €5.71 %
6Hong Kong SAR China11.1M €3.38 %
7Canada11M €3.01 %
8Netherlands1950K €2.80 %
9Switzerland1805.9K €2.37 %
10Germany1665K €1.96 %
11Sweden1655.1K €1.93 %
12Italy1466.6K €1.37 %
Cite this page

Titelia. "Holdings of EDM RENTA VARIABLE INTERNACIONAL, FI". https://titelia.com/en/funds/ESFI4604-0