Titelia

Holdings of MAGNUS INTERNATIONAL ALLOCATION, FI

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·57 declared positions · as of Dec 31, 2025

Original filing · Net assets 9.6M € · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

  • Technology 21.2 %
  • Health care 18.6 %
  • Industrials 13.1 %
  • Financials 11.3 %
  • Consumer discretionary 9.7 %
  • Communication 5.6 %
  • Materials 2.7 %
  • Consumer staples 1.8 %
  • Unattributed 16.0 %

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 67.7 %
  • FR 9.2 %
  • IE 8.2 %
  • DE 5.5 %
  • NL 3.9 %
  • IT 3.1 %
  • CH 1.8 %
  • SE 0.5 %
  • CA 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US363.7M €67.72 %
FR6497.8K €9.16 %
IE2448.2K €8.25 %
DE6300.9K €5.54 %
NL2212.6K €3.91 %
IT2167.8K €3.09 %
CH197K €1.78 %
SE129.6K €0.55 %
CA1657 €0.01 %

Positions

CompanySharesValueWeight
ETC Source Physical 266.3K €2.79 %
Alphabet Inc 213.7K €2.24 %
INVESCO PHY GOLD 181.9K €1.90 %
Microsoft Corp 162.2K €1.70 %
Booking Holdings Inc 145.9K €1.53 %
Thermo Fisher Scientific Inc 144.5K €1.51 %
ASML Holding NV 139.1K €1.46 %
Merck & Co Inc 138.7K €1.45 %
S&P Global Inc 127.7K €1.34 %
Stryker Corp 125.7K €1.31 %
Eli Lilly & Co 125.3K €1.31 %
Visa Inc 123.3K €1.29 %
Zoetis Inc 120K €1.26 %
LVMH Moet Hennessy Louis Vuitton SE 118K €1.23 %
Applied Materials Inc 117.9K €1.23 %
Schneider Electric SE 117.7K €1.23 %
Apple Inc 116K €1.21 %
IDEXX Laboratories Inc 112.9K €1.18 %
Broadcom Inc 108.7K €1.14 %
NVIDIA Corp 106.4K €1.11 %
Salesforce Inc 106.2K €1.11 %
MSCI Inc 101.1K €1.06 %
Amazon.com Inc 99K €1.04 %
Caterpillar Inc 98.5K €1.03 %
Nestle SA 97K €1.01 %
Ecolab Inc 95.4K €1.00 %
Intercontinental Exchange Inc 93.5K €0.98 %
GE Vernova Inc 92.4K €0.97 %
Meta Platforms Inc 92.2K €0.96 %
Airbus SE 87.9K €0.92 %
Hermes International SCA 87K €0.91 %
KKR & Co Inc 86.7K €0.91 %
Sanlorenzo SpA/Ameglia 84.7K €0.89 %
Berkshire Hathaway Inc 83.4K €0.87 %
Vertex Pharmaceuticals Inc 83.4K €0.87 %
Ferrari NV 83.2K €0.87 %
Intuitive Surgical Inc 82.9K €0.87 %
Fair Isaac Corp 82K €0.86 %
Siemens AG 81.8K €0.86 %
AST SpaceMobile Inc 79.9K €0.84 %
AutoZone Inc 78K €0.82 %
Boston Scientific Corp 76K €0.79 %
Deere & Co 74.1K €0.78 %
ASM International NV 73.5K €0.77 %
Advanced Micro Devices Inc 70K €0.73 %
SAP SE 60.4K €0.63 %
Intuit Inc 51.9K €0.54 %
Air Liquide SA 50.3K €0.53 %
Fraport AG Frankfurt Airport Services Worldwide 44.3K €0.46 %
Deutsche Post AG 41.6K €0.44 %
Crowdstrike Holdings Inc 39.9K €0.42 %
Vonovia SE 37.2K €0.39 %
Vinci SA 36.9K €0.39 %
LEG Immobilien SE 35.5K €0.37 %
Instalco AB 29.6K €0.31 %
BitMine Immersion Technologies Inc 24.7K €0.26 %
Lumine Group Inc 657 €0.01 %