Titelia

Holdings of GESTION BOUTIQUE II, FI GESTION BOUTIQUE II/JPB GROWTH

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·34 declared positions · as of Dec 31, 2025

Original filing · Net assets 2.5M € · Ten largest lines: 56.1 % of the equity sleeve

Sector breakdown

  • Technology 27.6 %
  • Consumer discretionary 6.4 %
  • Consumer staples 4.4 %
  • Financials 2.8 %
  • Unattributed 58.9 %

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 81.2 %
  • CA 16.2 %
  • KY 1.9 %
  • GB 0.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US271.9M €81.23 %
CA5379.7K €16.22 %
KY145.1K €1.93 %
GB114.5K €0.62 %

Positions

CompanySharesValueWeight
Core Scientific Inc 185.9K €7.31 %
Broadcom Inc 182.7K €7.18 %
Roku Inc 157K €6.17 %
Tesla Inc 149.3K €5.87 %
Shopify Inc 134.4K €5.28 %
Poet Technologies Inc 113.2K €4.45 %
Cipher Digital Inc 103K €4.05 %
Constellation Software Inc/Canada 102.7K €4.03 %
Rigetti Computing Inc 94.3K €3.71 %
Crowdstrike Holdings Inc 89.8K €3.53 %
D-Wave Quantum Inc 75.7K €2.97 %
CoreWeave Inc 73.2K €2.87 %
Ironwood Pharmaceuticals Inc 71.7K €2.82 %
IonQ Inc 70.7K €2.78 %
Circle Internet Group Inc 67.5K €2.65 %
Coinbase Global Inc 65.1K €2.56 %
Datadog Inc 63.7K €2.50 %
ServiceNow Inc 58.7K €2.31 %
Salesforce Inc 53K €2.08 %
BigBear.ai Holdings Inc 46K €1.81 %
Bullish 45.1K €1.77 %
Snowflake Inc 41.1K €1.61 %
Cleanspark Inc 38.8K €1.52 %
Agenus Inc 37.4K €1.47 %
C3.ai Inc 36.3K €1.42 %
Riot Platforms Inc 32.3K €1.27 %
Lands' End Inc 27.2K €1.07 %
Jabil Inc 21.9K €0.86 %
RBC Bearings Inc 21.8K €0.86 %
Quantum Computing Inc 19.2K €0.76 %
Novanta Inc 18.7K €0.74 %
MARA Holdings Inc 18K €0.71 %
Arqit Quantum Inc 14.5K €0.57 %
DMG BLOCKCHAIN SOLUTIONS INC 10.7K €0.42 %