Titelia

Holdings of ALHAJA INVERSIONES RV MIXTO, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·47 declared positions · as of Dec 31, 2025

Original filing · Net assets 5.4M € · Ten largest lines: 36.7 % of the equity sleeve

Sector breakdown

  • Technology 17.0 %
  • Financials 15.0 %
  • Consumer discretionary 9.6 %
  • Utilities 9.0 %
  • Industrials 7.9 %
  • Communication 7.6 %
  • Consumer staples 3.9 %
  • Health care 1.6 %
  • Materials 1.4 %
  • Unattributed 26.8 %

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 27.7 %
  • FR 21.0 %
  • DE 15.9 %
  • ES 15.7 %
  • GB 7.9 %
  • IT 7.3 %
  • NL 3.3 %
  • PT 1.2 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US12773.6K €27.74 %
FR12586.5K €21.03 %
DE9442.2K €15.86 %
ES5437.8K €15.70 %
GB4219.3K €7.86 %
IT3202.6K €7.27 %
NL192.1K €3.30 %
PT134.4K €1.24 %

Positions

CompanySharesValueWeight
Alphabet Inc 134K €2.50 %
ACS Actividades de Construccion y Servicios SA 117.1K €2.18 %
UniCredit SpA 117K €2.18 %
Merlin Properties Socimi SA 108.5K €2.02 %
Iberdrola SA 107.1K €2.00 %
Microsoft Corp 98.8K €1.84 %
Berkshire Hathaway Inc 94.1K €1.75 %
ASML Holding NV 92.1K €1.72 %
SAP SE 83.3K €1.55 %
E.ON SE 72.6K €1.35 %
Engie SA 71.7K €1.34 %
Heidelberg Materials AG 69.1K €1.29 %
Airbus SE 67.5K €1.26 %
Industria de Diseno Textil SA 63.1K €1.18 %
RECKITT BENCKISER GROUP PLC 61.9K €1.15 %
Eiffage SA 61.2K €1.14 %
Amazon.com Inc 60.9K €1.14 %
Visa Inc 58.2K €1.09 %
Tesco PLC 55.7K €1.04 %
Coca-Cola Co/The 55.4K €1.03 %
Barclays PLC 54.6K €1.02 %
Walmart Inc 54.1K €1.01 %
Hermes International SCA 53.1K €0.99 %
Capgemini SE 52.6K €0.98 %
LVMH Moet Hennessy Louis Vuitton SE 51.6K €0.96 %
Broadcom Inc 50.1K €0.93 %
Moncler SpA 49.7K €0.93 %
NVIDIA Corp 49.2K €0.92 %
Mastercard Inc 48.6K €0.91 %
HSBC Holdings PLC 47.1K €0.88 %
Deutsche Telekom AG 47K €0.88 %
Vinci SA 46.8K €0.87 %
EssilorLuxottica SA 45.9K €0.86 %
Melia Hotels International SA 42K €0.78 %
MTU Aero Engines AG 41.6K €0.77 %
VOLKSWAGEN AKTIENGESELLSCHAFT 41.4K €0.77 %
Air Liquide SA 40.1K €0.75 %
McDonald's Corp. 39K €0.73 %
Legrand SA 38.2K €0.71 %
Recordati Industria Chimica e Farmaceutica SpA 35.9K €0.67 %
Schneider Electric SE 35.2K €0.66 %
Jeronimo Martins SGPS SA 34.4K €0.64 %
Infineon Technologies AG 32.1K €0.60 %
Rheinmetall AG 31.2K €0.58 %
T-Mobile US Inc 31.1K €0.58 %
Zalando SE 23.8K €0.44 %
Edenred SE 22.7K €0.42 %