Titelia

Holdings of GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / SYSTEMATIC VALUE INVESTING US MARKETS

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·32 declared positions · as of Dec 31, 2025

Original filing · Net assets 976.2K € · Ten largest lines: 43.6 % of the equity sleeve

Sector breakdown

  • Technology 9.2 %
  • Communication 6.7 %
  • Financials 6.4 %
  • Consumer discretionary 5.2 %
  • Energy 4.7 %
  • Health care 3.9 %
  • Materials 3.2 %
  • Unattributed 60.6 %

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 73.4 %
  • DK 11.1 %
  • KY 7.4 %
  • BR 3.5 %
  • CN 2.8 %
  • CA 1.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US25607.3K €73.42 %
2DK291.5K €11.06 %
3KY261.3K €7.41 %
4BR129.2K €3.53 %
5CN123.1K €2.80 %
6CA114.7K €1.78 %

Positions

RankCompanySharesValueWeight
1Genmab A/S 59.5K €6.10 %
2Salesforce Inc 43.1K €4.41 %
3Adobe Inc 33.4K €3.42 %
4Inmode Ltd 33.1K €3.40 %
5Yelp Inc 32.8K €3.36 %
6Palomar Holdings Inc 32.7K €3.35 %
7XP Inc 32.5K €3.33 %
8Novo Nordisk A/S 32K €3.28 %
9Matson Inc 31.6K €3.23 %
10PayPal Holdings Inc 30.2K €3.10 %
11Euronet Worldwide Inc 29.7K €3.04 %
12Ambev SA 29.2K €2.99 %
13MercadoLibre Inc 29.2K €2.99 %
14NetEase Inc 28.8K €2.95 %
15Collegium Pharmaceutical Inc 27.6K €2.83 %
16Alphabet Inc 26.7K €2.74 %
17CF Industries Holdings Inc 26.3K €2.70 %
18Coterra Energy Inc 24.4K €2.50 %
19ZTO Express Cayman Inc 23.1K €2.37 %
20NU Holdings Ltd/Cayman Islands 22.8K €2.34 %
21Vipshop Holdings Ltd 22.6K €2.31 %
22Pacira BioSciences Inc 22.3K €2.28 %
23Atlanticus Holdings Corp 21.5K €2.21 %
24Green Brick Partners Inc 21.3K €2.19 %
25Innoviva Inc 20.4K €2.09 %
26Qualys Inc 18.1K €1.85 %
27Lululemon Athletica Inc 17.7K €1.81 %
28Lantheus Holdings Inc 17K €1.74 %
29IMPERIAL OIL LTD 14.7K €1.51 %
30Airbnb Inc 9.2K €0.95 %
31Tidewater Inc 8.6K €0.88 %
32Alibaba Group Holding Ltd 5K €0.51 %