Titelia

Holdings of TRAMONTANA RETORNO ABSOLUTO AUDAZ, FI

GVC GAESCO GESTIÓN, SGIIC, S.A. ·41 declared positions · as of Dec 31, 2025

Original filing · Net assets 6.8M € · Ten largest lines: 40.6 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 24.8 %
  • Financials 21.2 %
  • Industrials 10.8 %
  • Technology 7.2 %
  • Communication 6.4 %
  • Energy 2.2 %
  • Materials 2.0 %
  • Health care 1.7 %
  • Unattributed 23.7 %

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 69.5 %
  • DE 10.5 %
  • ES 10.2 %
  • FR 5.6 %
  • NL 1.9 %
  • GB 1.3 %
  • BR 1.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US303.5M €69.55 %
DE3534K €10.47 %
ES3521.8K €10.23 %
FR2285.7K €5.60 %
NL198.4K €1.93 %
GB164.6K €1.27 %
BR148.8K €0.96 %

Positions

CompanySharesValueWeight
Melia Hotels International SA 319.6K €4.73 %
Deutsche Bank AG 264.9K €3.92 %
Delta Air Lines Inc 227.4K €3.37 %
Carnival Corp 215.7K €3.19 %
Meta Platforms Inc 205K €3.04 %
Hilton Worldwide Holdings Inc 183.3K €2.71 %
Booking Holdings Inc 173.2K €2.56 %
Commerzbank AG 162.5K €2.41 %
Amazon.com Inc 161.1K €2.39 %
NVIDIA Corp 158.7K €2.35 %
Boeing Co/The 151.7K €2.25 %
LVMH Moet Hennessy Louis Vuitton SE 148.4K €2.20 %
Royal Caribbean Cruises Ltd 147.2K €2.18 %
Bank of America Corp 145.1K €2.15 %
BNP Paribas SA 137.3K €2.03 %
Marriott International Inc/MD 137.3K €2.03 %
JPMorgan Chase & Co 137.1K €2.03 %
Walt Disney Co/The 123K €1.82 %
Wynn Resorts Ltd 122.9K €1.82 %
Alcoa Corp 115.3K €1.71 %
Lockheed Martin Corp 115.2K €1.71 %
Norwegian Cruise Line Holdings Ltd 108.3K €1.60 %
American Express Co 107K €1.59 %
VOLKSWAGEN AKTIENGESELLSCHAFT 106.7K €1.58 %
Atresmedia Corp de Medios de Comunicacion SA 102K €1.51 %
Banco Bilbao Vizcaya Argentaria SA 100.3K €1.48 %
ING Groep NV 98.4K €1.46 %
DR Horton Inc 98.1K €1.45 %
Citigroup Inc 89.4K €1.32 %
CVS Health Corp 89.1K €1.32 %
Apple Inc 85.6K €1.27 %
Microsoft Corp 82.3K €1.22 %
Cleveland-Cliffs Inc 80.2K €1.19 %
Devon Energy Corp 68.6K €1.02 %
International Consolidated Airlines Group SA 64.6K €0.96 %
Deere & Co 55.5K €0.82 %
Freeport-McMoRan Inc 51.4K €0.76 %
Vale SA 48.8K €0.72 %
SLB Ltd 45.2K €0.67 %
QUALCOMM Inc 42.9K €0.64 %
TripAdvisor Inc 24.8K €0.37 %