Titelia

Holdings of AVANTAGE FUND, FI

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

Net assets
151.6M € including 110.2M € in equities, 72.7 %
Positions
41 in 13 countries
Top ten
31.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Renta 4 Banco, S.A. 6.9M €4.56 %
2Tesla Inc 6.3M €4.17 %
3MercadoLibre Inc 5.1M €3.39 %
4Pampa Energia SA 5M €3.28 %
5Nagarro SE 4.5M €2.94 %
6Lumibird 4M €2.64 %
7Fluidra SA 3.9M €2.57 %
8Alantra Partners SA 3.8M €2.53 %
9Prosegur Cia de Seguridad SA 3.8M €2.52 %
10Irish Continental Group PLC 3.8M €2.51 %
11Amazon.com Inc 3.5M €2.33 %
12Block Inc 3.5M €2.30 %
13NVIDIA Corp 3.3M €2.20 %
14IRSA Inversiones y Representaciones SA 3.2M €2.10 %
15Netflix Inc 3M €1.97 %
16Microsoft Corp 3M €1.96 %
17Mobico Group PLC 2.9M €1.94 %
18Suzano SA 2.9M €1.89 %
19Ebro Foods SA 2.8M €1.82 %
20Kingspan Group PLC 2.7M €1.76 %
21Global Dominion Access SA 2.5M €1.67 %
22Cresud SACIF y A 2.4M €1.59 %
23Ence Energia y Celulosa SA 2.4M €1.57 %
24MTY Food Group Inc 2.3M €1.54 %
25Medartis Holding AG 2.3M €1.50 %
26Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 2.1M €1.37 %
27CRANEWARE PLC 2M €1.31 %
28CIE Automotive SA 2M €1.30 %
29Laboratorios Farmaceuticos Rovi SA 1.9M €1.26 %
30Viscofan SA 1.8M €1.22 %
31Tessenderlo Group SA 1.8M €1.19 %
32Maire SpA 1.7M €1.14 %
33Zignago Vetro SpA 1.4M €0.95 %
34ATRYS HEALTH SA 1.3M €0.86 %
35Vidrala SA 876.1K €0.58 %
36Miquel y Costas & Miquel SA 809K €0.53 %
37Azkoyen SA 706.9K €0.47 %
38RENTA CORPORACION 642K €0.42 %
39Logwin AG 509.4K €0.34 %
40Palantir Technologies Inc 454K €0.30 %
41Kinder Morgan, Inc. 351.1K €0.23 %

Download this table: CSV, JSON

Sector breakdown

  • Consumer discretionary 13.6 %
  • Technology 6.1 %
  • Financials 3.2 %
  • Communication 2.7 %
  • Energy 0.3 %
  • Unattributed 74.1 %

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

  • Spain 34.7 %
  • United States 32.6 %
  • Ireland 5.9 %
  • United Kingdom 4.5 %
  • Germany 4.0 %
  • France 3.6 %
  • Argentina 2.9 %
  • Italy 2.9 %
  • Brazil 2.6 %
  • Canada 2.1 %
  • Switzerland 2.1 %
  • Belgium 1.6 %
  • Other countries 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Spain1638.3M €34.70 %
2United States1136M €32.62 %
3Ireland26.5M €5.88 %
4United Kingdom24.9M €4.47 %
5Germany14.5M €4.05 %
6France14M €3.63 %
7Argentina13.2M €2.89 %
8Italy23.2M €2.87 %
9Brazil12.9M €2.60 %
10Canada12.3M €2.12 %
11Switzerland12.3M €2.06 %
12Belgium11.8M €1.64 %
Cite this page

Titelia. "Holdings of AVANTAGE FUND, FI". https://titelia.com/en/funds/ESFI4791-0