Titelia

Holdings of GPM GESTION ACTIVA, FI GPM GESTION ACTIVA / GPM CIRENE CAPITAL

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. · Original filing · Compare with another fund · Report an error

Net assets
1.2M € including 1.1M € in equities, 94.7 %
Positions
36 in 11 countries
Top ten
51.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 103.9K €8.59 %
2Meta Platforms Inc 84.3K €6.97 %
3Amazon.com Inc 76.6K €6.34 %
4Microsoft Corp 74.1K €6.13 %
5Lam Research Corp 53.9K €4.46 %
6SoftBank Group Corp 47.8K €3.96 %
7MercadoLibre Inc 46.3K €3.83 %
8UnitedHealth Group Inc 45K €3.72 %
9Visa Inc 43.3K €3.58 %
10Lyft Inc 42.9K €3.54 %
11Semapa-Sociedade de Investimento e Gestao 41.8K €3.46 %
12Vonovia SE 41.7K €3.45 %
13ASML Holding NV 41.5K €3.43 %
14KLA Corp 36.2K €2.99 %
15Uber Technologies Inc 33.4K €2.76 %
16Apple Inc 27.8K €2.30 %
17PayPal Holdings Inc 25.1K €2.08 %
18VOLKSWAGEN AKTIENGESELLSCHAFT 24.3K €2.01 %
19Prosus NV 24.2K €2.00 %
20Adobe Inc 23.8K €1.97 %
21Fortinet Inc 22.3K €1.84 %
22Alibaba Group Holding Ltd 20.3K €1.68 %
23EPAM Systems Inc 20.1K €1.66 %
24LVMH Moet Hennessy Louis Vuitton SE 19.4K €1.60 %
25PDD Holdings Inc 19.3K €1.60 %
26Weibo Corp 19.1K €1.58 %
27Salesforce Inc 18K €1.49 %
28Baidu Inc 16.7K €1.38 %
29ICG PLC 14.1K €1.17 %
30Diversified Energy Co 12K €0.99 %
31PetroTal Corp 10.4K €0.86 %
32BRANICKS Group AG 9.6K €0.80 %
33Brookfield Asset Management Ltd 3.8K €0.31 %
34Cliq Digital AG 1.4K €0.12 %
35Lumine Group Inc 455 €0.04 %
36MFE-MediaForEurope NV 182 €0.02 %

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Sector breakdown

  • Technology 26.0 %
  • Communication 24.2 %
  • Consumer discretionary 15.9 %
  • Financials 6.0 %
  • Health care 3.9 %
  • Industrials 2.9 %
  • Unattributed 21.1 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • EUR 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 73.3 %
  • Germany 6.7 %
  • Netherlands 5.7 %
  • Japan 4.2 %
  • Portugal 3.7 %
  • Hong Kong SAR China 1.8 %
  • France 1.7 %
  • Cayman Islands 1.7 %
  • United Kingdom 1.2 %
  • Canada 0.0 %
  • Italy 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States22839.1K €73.27 %
2Germany477.1K €6.73 %
3Netherlands265.6K €5.73 %
4Japan147.8K €4.18 %
5Portugal141.8K €3.65 %
6Hong Kong SAR China120.3K €1.77 %
7France119.4K €1.69 %
8Cayman Islands119.3K €1.69 %
9United Kingdom114.1K €1.23 %
10Canada1455 €0.04 %
11Italy1182 €0.02 %
Cite this page

Titelia. "Holdings of GPM GESTION ACTIVA, FI GPM GESTION ACTIVA / GPM CIRENE CAPITAL". https://titelia.com/en/funds/ESFI4991-3