Titelia

Holdings of CINVEST,FI CINVEST / BISONTE CAPITAL

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

Net assets
2.2M € including 1M € in equities, 47.6 %
Positions
47 in 10 countries
Top ten
22.0 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1LVMH Moet Hennessy Louis Vuitton SE 77.4K €3.59 %
2Boeing Co/The 73.9K €3.43 %
3Walt Disney Co/The 48.4K €2.24 %
4L'Oreal SA 44K €2.04 %
5Hermes International SCA 42.4K €1.97 %
6Airbus SE 39.7K €1.84 %
7Kering SA 39.1K €1.81 %
8McDonald's Corp. 39K €1.81 %
9Beiersdorf AG 37.5K €1.74 %
10adidas AG 33.8K €1.57 %
11Ferrari NV 31.9K €1.48 %
12NVIDIA Corp 31.7K €1.47 %
13Vallourec SACA 31.4K €1.45 %
14Nestle SA 30.4K €1.41 %
15Industria de Diseno Textil SA 28.2K €1.31 %
16Bayerische Motoren Werke AG 27.9K €1.30 %
17Davide Campari-Milano NV 27.7K €1.28 %
18ASM International NV 25.9K €1.20 %
19Taiwan Semiconductor Manufacturing Co Ltd 25.9K €1.20 %
20General Motors Co 20.8K €0.96 %
21Salvatore Ferragamo SpA 20.6K €0.95 %
22Amazon.com Inc 19.6K €0.91 %
23Iberdrola SA 19.3K €0.89 %
24Infineon Technologies AG 18.9K €0.87 %
25Linde PLC 18.1K €0.84 %
26Repsol SA 15.9K €0.74 %
27Volkswagen AG 15.8K €0.73 %
28Cie Generale des Etablissements Michelin SCA 14.2K €0.66 %
29Heineken NV 13.9K €0.65 %
30Moncler SpA 11K €0.51 %
31Sika AG 10.5K €0.49 %
32Arkema SA 10.4K €0.48 %
33Brunello Cucinelli SpA 9.8K €0.46 %
34ARM Holdings PLC 9.3K €0.43 %
35STMicroelectronics NV 9K €0.42 %
36NIKE Inc 8.1K €0.38 %
37Telefonica SA 7K €0.32 %
38Sofina SA 6.2K €0.29 %
39Eramet SA 5.8K €0.27 %
40Centene Corp 5.3K €0.24 %
41Koninklijke Philips NV 5K €0.23 %
42Gerresheimer AG 4.1K €0.19 %
43Pernod Ricard SA 3.7K €0.17 %
44HelloFresh SE 3.1K €0.14 %
45Porsche Automobil Holding SE 2.8K €0.13 %
46Remy Cointreau SA 1.8K €0.08 %
47Obrascon Huarte Lain SA 1.8K €0.08 %

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Sector breakdown

  • Consumer discretionary 22.9 %
  • Industrials 11.1 %
  • Technology 10.0 %
  • Consumer staples 7.2 %
  • Communication 4.7 %
  • Utilities 1.9 %
  • Materials 1.8 %
  • Unattributed 40.5 %

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

  • France 30.1 %
  • United States 25.8 %
  • Germany 14.0 %
  • Italy 8.0 %
  • Netherlands 7.1 %
  • Spain 7.0 %
  • Switzerland 4.0 %
  • Taiwan 2.5 %
  • United Kingdom 0.9 %
  • Belgium 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1France11309.9K €30.15 %
2United States9265K €25.78 %
3Germany8143.9K €14.00 %
4Italy582.2K €8.00 %
5Netherlands472.5K €7.05 %
6Spain572.1K €7.02 %
7Switzerland240.9K €3.98 %
8Taiwan125.9K €2.52 %
9United Kingdom19.3K €0.90 %
10Belgium16.2K €0.60 %
Cite this page

Titelia. "Holdings of CINVEST,FI CINVEST / BISONTE CAPITAL". https://titelia.com/en/funds/ESFI5095-1