Titelia

Holdings of ALHAJA INVERSIONES RV MIXTO, FI

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

Net assets
5.4M € including 2.8M € in equities, 52.0 %
Positions
47 in 8 countries
Top ten
19.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 134K €2.50 %
2ACS Actividades de Construccion y Servicios SA 117.1K €2.18 %
3UniCredit SpA 117K €2.18 %
4Merlin Properties Socimi SA 108.5K €2.02 %
5Iberdrola SA 107.1K €2.00 %
6Microsoft Corp 98.8K €1.84 %
7Berkshire Hathaway Inc 94.1K €1.75 %
8ASML Holding NV 92.1K €1.72 %
9SAP SE 83.3K €1.55 %
10E.ON SE 72.6K €1.35 %
11Engie SA 71.7K €1.34 %
12Heidelberg Materials AG 69.1K €1.29 %
13Airbus SE 67.5K €1.26 %
14Industria de Diseno Textil SA 63.1K €1.18 %
15RECKITT BENCKISER GROUP PLC 61.9K €1.15 %
16Eiffage SA 61.2K €1.14 %
17Amazon.com Inc 60.9K €1.14 %
18Visa Inc 58.2K €1.09 %
19Tesco PLC 55.7K €1.04 %
20Coca-Cola Co/The 55.4K €1.03 %
21Barclays PLC 54.6K €1.02 %
22Walmart Inc 54.1K €1.01 %
23Hermes International SCA 53.1K €0.99 %
24Capgemini SE 52.6K €0.98 %
25LVMH Moet Hennessy Louis Vuitton SE 51.6K €0.96 %
26Broadcom Inc 50.1K €0.93 %
27Moncler SpA 49.7K €0.93 %
28NVIDIA Corp 49.2K €0.92 %
29Mastercard Inc 48.6K €0.91 %
30HSBC Holdings PLC 47.1K €0.88 %
31Deutsche Telekom AG 47K €0.88 %
32Vinci SA 46.8K €0.87 %
33EssilorLuxottica SA 45.9K €0.86 %
34Melia Hotels International SA 42K €0.78 %
35MTU Aero Engines AG 41.6K €0.77 %
36VOLKSWAGEN AKTIENGESELLSCHAFT 41.4K €0.77 %
37Air Liquide SA 40.1K €0.75 %
38McDonald's Corp. 39K €0.73 %
39Legrand SA 38.2K €0.71 %
40Recordati Industria Chimica e Farmaceutica SpA 35.9K €0.67 %
41Schneider Electric SE 35.2K €0.66 %
42Jeronimo Martins SGPS SA 34.4K €0.64 %
43Infineon Technologies AG 32.1K €0.60 %
44Rheinmetall AG 31.2K €0.58 %
45T-Mobile US Inc 31.1K €0.58 %
46Zalando SE 23.8K €0.44 %
47Edenred SE 22.7K €0.42 %

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Sector breakdown

  • Financials 15.0 %
  • Technology 14.5 %
  • Consumer discretionary 9.6 %
  • Utilities 9.0 %
  • Industrials 7.9 %
  • Communication 7.6 %
  • Consumer staples 3.9 %
  • Materials 3.9 %
  • Health care 1.6 %
  • 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

  • United States 27.7 %
  • France 21.0 %
  • Germany 15.9 %
  • Spain 15.7 %
  • United Kingdom 7.9 %
  • Italy 7.3 %
  • Netherlands 3.3 %
  • Portugal 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States12773.6K €27.74 %
2France12586.5K €21.03 %
3Germany9442.2K €15.86 %
4Spain5437.8K €15.70 %
5United Kingdom4219.3K €7.86 %
6Italy3202.6K €7.27 %
7Netherlands192.1K €3.30 %
8Portugal134.4K €1.24 %
Cite this page

Titelia. "Holdings of ALHAJA INVERSIONES RV MIXTO, FI". https://titelia.com/en/funds/ESFI4837-0