Titelia

Holdings of DEEP VALUE INTERNATIONAL, FI

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·153 declared positions · as of Dec 31, 2025

Original filing · Net assets 74M € · Ten largest lines: 45.7 % of the equity sleeve

Sector breakdown

  • Technology 22.5 %
  • Consumer discretionary 17.7 %
  • Communication 11.6 %
  • Financials 4.9 %
  • Consumer staples 3.9 %
  • Health care 2.9 %
  • Materials 1.5 %
  • Energy 0.8 %
  • Industrials 0.7 %
  • Unattributed 33.7 %

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 42.1 %
  • FR 16.0 %
  • DE 9.5 %
  • NL 8.5 %
  • ES 8.2 %
  • IT 4.4 %
  • CH 3.0 %
  • GB 2.5 %
  • HK 2.3 %
  • FI 0.5 %
  • BM 0.5 %
  • KY 0.5 %
  • Other countries 2.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US5327.2M €42.12 %
FR1710.3M €15.97 %
DE166.1M €9.51 %
NL105.5M €8.51 %
ES145.3M €8.22 %
IT92.8M €4.36 %
CH31.9M €2.99 %
GB101.6M €2.53 %
HK31.5M €2.32 %
FI2300.4K €0.46 %
BM2295.4K €0.46 %
KY1292.5K €0.45 %

Positions

CompanySharesValueWeight
Microsoft Corp 7.2M €9.75 %
LVMH Moet Hennessy Louis Vuitton SE 6M €8.06 %
Meta Platforms Inc 2.8M €3.80 %
Alphabet Inc 2.7M €3.61 %
Apple Inc 2.4M €3.20 %
Industria de Diseno Textil SA 2.1M €2.82 %
Wolters Kluwer NV 2M €2.69 %
Allianz SE 1.6M €2.22 %
NVIDIA Corp 1.4M €1.93 %
Bayerische Motoren Werke Aktiengesellschaft 1.4M €1.86 %
Amazon.com Inc 1.4M €1.83 %
ASML Holding NV 1.2M €1.62 %
Tecnicas Reunidas SA 1.1M €1.42 %
Schindler Holding AG 1M €1.36 %
Ferrari NV 988K €1.34 %
Smurfit Westrock PLC 984K €1.33 %
Hermes International SCA 935.8K €1.26 %
Coca-Cola Co/The 892.8K €1.21 %
Heineken NV 877.7K €1.19 %
Porsche Automobil Holding SE 778.4K €1.05 %
Alphabet Inc 746.1K €1.01 %
Berkshire Hathaway Inc 727.5K €0.98 %
Alibaba Group Holding Ltd 675.2K €0.91 %
Roche Holding AG 634.4K €0.86 %
L'Oreal SA 586.6K €0.79 %
Repsol SA 461.8K €0.62 %
Prosus NV 460.7K €0.62 %
Mercedes-Benz Group AG 450.5K €0.61 %
Dr. Ing. h.c. F. Porsche Aktiengesellschaft 444.8K €0.60 %
Kering SA 436.5K €0.59 %
NetEase Inc 432.2K €0.58 %
Deere & Co 426.1K €0.58 %
PRADA SpA 423.5K €0.57 %
Moncler SpA 411.9K €0.56 %
Banco Santander SA 402.8K €0.54 %
Dassault Aviation SA 397K €0.54 %
Tencent Holdings Ltd 393.3K €0.53 %
Sanlorenzo SpA/Ameglia 386.3K €0.52 %
TotalEnergies SE 375.2K €0.51 %
Puig Brands SA 338.3K €0.46 %
Walmart Inc 332K €0.45 %
Adobe Inc 327.8K €0.44 %
QUALCOMM Inc 313.1K €0.42 %
EXOR NV 304.3K €0.41 %
Stryker Corp 299.2K €0.40 %
Straumann Holding AG 293.6K €0.40 %
Yalla Group Ltd 292.5K €0.40 %
Unilever PLC 286.7K €0.39 %
Nagarro SE 285.9K €0.39 %
Bodycote PLC 280K €0.38 %
Bayerische Motoren Werke AG 279.4K €0.38 %
Allfunds Group Plc 277.6K €0.38 %
Nokia Oyj 267.5K €0.36 %
Align Technology Inc 265.9K €0.36 %
Games Workshop Group PLC 260.2K €0.35 %
Danone SA 254.3K €0.34 %
Amadeus IT Group SA 251.4K €0.34 %
AXA SA 245.8K €0.33 %
AppLovin Corp 243.8K €0.33 %
Ferretti SpA 238.2K €0.32 %
Novo Nordisk A/S 228.5K €0.31 %
Salesforce Inc 219.9K €0.30 %
Vidrala SA 213.4K €0.29 %
Micron Technology Inc 212.6K €0.29 %
Home Depot Inc/The 205.1K €0.28 %
Italian Sea Group SPA/The 196.9K €0.27 %
Pfizer Inc 190.8K €0.26 %
Watches of Switzerland Group PLC 190.2K €0.26 %
Carl Zeiss Meditec AG 184K €0.25 %
Canada Goose Holdings Inc 182.1K €0.25 %
Grifols SA 181.9K €0.25 %
Renishaw PLC 181K €0.24 %
Borr Drilling Ltd. 180.1K €0.24 %
Palo Alto Networks Inc 172.5K €0.23 %
Nice Ltd 163.6K €0.22 %
Alten SA 163K €0.22 %
BE Semiconductor Industries NV 160.5K €0.22 %
Cie Generale des Etablissements Michelin SCA 158.5K €0.21 %
Deckers Outdoor Corp 150K €0.20 %
Azelis Group NV 149.6K €0.20 %
STREAMWIDE SA 148.9K €0.20 %
Symrise AG 148.1K €0.20 %
Magna International Inc 147.5K €0.20 %
Inmode Ltd 147K €0.20 %
Garmin Ltd 146.8K €0.20 %
Remy Cointreau SA 146.6K €0.20 %
Enagas SA 144.7K €0.20 %
Burelle 144.4K €0.20 %
Wise PLC 143K €0.19 %
Applied Materials Inc 142.2K €0.19 %
Nemetschek SE 139.2K €0.19 %
Anheuser-Busch InBev SA/NV 137.3K €0.19 %
Block Inc 135.8K €0.18 %
Harley-Davidson Inc 135.2K €0.18 %
Aalberts NV 131.9K €0.18 %
SLB Ltd 130.7K €0.18 %
MercadoLibre Inc 128.6K €0.17 %
Becton Dickinson & Co 123.9K €0.17 %
Infosys Ltd 121.4K €0.16 %
Teleperformance SE 120.6K €0.16 %