Titelia

Holdings of GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA

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

Net assets
2.5M € including 2.2M € in equities, 89.3 %
Positions
35 in 14 countries
Top ten
35.7 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Siemens Energy AG 108.4K €4.39 %
2Carvana Co 102.8K €4.16 %
3Natera Inc 96.5K €3.91 %
4Celestica Inc 95.6K €3.88 %
5Broadcom Inc 94.3K €3.82 %
6Protector Forsikring ASA 84.6K €3.43 %
7Lundin Gold Inc 77.8K €3.15 %
8Aselsan Elektronik Sanayi Ve Ticaret AS 75.7K €3.07 %
9Bayer AG 74K €3.00 %
10AppLovin Corp 70.6K €2.86 %
11LVMH Moet Hennessy Louis Vuitton SE 70.3K €2.85 %
12Vistra Corp 68.7K €2.78 %
13Airtel Africa PLC 64.8K €2.63 %
14Liquidia Corp 64.6K €2.62 %
15IES Holdings Inc 64.6K €2.62 %
16Advantest Corp 64.5K €2.62 %
17HOCHTIEF AG 59K €2.39 %
18Alphabet Inc 58.8K €2.38 %
19Erste Group Bank AG 58.7K €2.38 %
20Anglogold Ashanti Plc 58.1K €2.35 %
21Aspen Group Ltd/Australia 56K €2.27 %
22Koninklijke Heijmans N.V 54.1K €2.19 %
23Morgan Stanley 52.9K €2.14 %
24Pan African Resources PLC 52.7K €2.14 %
25Krystal Biotech Inc 52.5K €2.13 %
26Unipol Assicurazioni SpA 52.5K €2.13 %
27Dollarama Inc 52.4K €2.13 %
28China Gold International Resources Corp Ltd 51.4K €2.08 %
29Genesis Minerals Ltd 50.2K €2.03 %
30SKY Perfect JSAT Corp 49.7K €2.01 %
31Dai-Dan Co Ltd 49.5K €2.01 %
32Asics Corp 48K €1.94 %
33Shopify Inc 46.6K €1.89 %
34Embention Sistemas I 20.8K €0.84 %
35Sony Financial Group Inc 1.8K €0.07 %

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Sector breakdown

  • Technology 16.9 %
  • Consumer discretionary 7.9 %
  • Health care 7.7 %
  • Financials 5.1 %
  • Industrials 4.9 %
  • Utilities 3.1 %
  • Communication 2.7 %
  • Materials 2.6 %
  • Unattributed 49.1 %

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

  • United States 33.0 %
  • Canada 12.4 %
  • Germany 11.0 %
  • Japan 9.6 %
  • United Kingdom 8.0 %
  • Australia 4.8 %
  • Norway 3.8 %
  • Türkiye 3.4 %
  • France 3.2 %
  • Austria 2.7 %
  • Netherlands 2.5 %
  • Italy 2.4 %
  • Other countries 3.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States11727.9K €33.04 %
2Canada4272.5K €12.37 %
3Germany3241.4K €10.95 %
4Japan4211.6K €9.61 %
5United Kingdom3175.6K €7.97 %
6Australia2106.2K €4.82 %
7Norway184.6K €3.84 %
8Türkiye175.7K €3.44 %
9France170.3K €3.19 %
10Austria158.7K €2.66 %
11Netherlands154.1K €2.45 %
12Italy152.5K €2.38 %
Cite this page

Titelia. "Holdings of GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA". https://titelia.com/en/funds/ESFI5138-14