Titelia

Holdings of TOP CLASS HEALTHCARE, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
13.4M € including 12.9M € in equities, 96.2 %
Positions
66 in 10 countries
Top ten
31.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Eli Lilly & Co 549K €4.11 %
2Johnson & Johnson 528.6K €3.96 %
3Roche Holding AG 493.7K €3.70 %
4Merck & Co Inc 492.9K €3.69 %
5UnitedHealth Group Inc 421.6K €3.16 %
6Novo Nordisk A/S 381.2K €2.85 %
7HCA Healthcare Inc 357.7K €2.68 %
8Abbott Laboratories 320K €2.40 %
9ASTRAZENECA PLC USD 313.1K €2.34 %
10Thermo Fisher Scientific Inc 296K €2.22 %
11Estee Lauder Cos Inc/The 289.8K €2.17 %
12Regeneron Pharmaceuticals, Inc. 279.3K €2.09 %
13Amgen Inc 278.7K €2.09 %
14AbbVie Inc 272.3K €2.04 %
15Elevance Health Inc 268.6K €2.01 %
16Danaher Corp 243.6K €1.82 %
17Intuitive Surgical Inc 241.1K €1.80 %
18Gilead Sciences Inc 240.3K €1.80 %
19Stryker Corp 239.4K €1.79 %
20Cigna Group/The 234.3K €1.75 %
21Medtronic PLC 220.8K €1.65 %
22Grifols SA 214.9K €1.61 %
23Becton Dickinson & Co 214.8K €1.61 %
24CSL Ltd 196.2K €1.47 %
25Merck KGaA 196.2K €1.47 %
26Jazz Pharmaceuticals PLC 195.4K €1.46 %
27ICON PLC 193.9K €1.45 %
28Medical Properties Trust Inc 187.3K €1.40 %
29Bayer AG 185.1K €1.39 %
30Boston Scientific Corp 178.6K €1.34 %
31Sanofi SA 177.8K €1.33 %
32GE HealthCare Technologies Inc 167.6K €1.25 %
33Align Technology Inc 166.2K €1.24 %
34Bristol-Myers Squibb Co 160.7K €1.20 %
35IQVIA Holdings Inc 153.5K €1.15 %
36Novartis AG 153.1K €1.15 %
37GSK PLC 151.7K €1.14 %
38Biogen Inc 149.8K €1.12 %
39Puig Brands SA 148.7K €1.11 %
40Arcutis Biotherapeutics Inc 148.3K €1.11 %
41Centene Corp 140.1K €1.05 %
42Supernus Pharmaceuticals Inc 126.9K €0.95 %
43Nu Skin Enterprises Inc 122.9K €0.92 %
44Alcon AG 122.4K €0.92 %
45Clariane SE 118K €0.88 %
46Veeva Systems Inc 114K €0.85 %
47Dexcom Inc 113K €0.85 %
48Moderna Inc 113K €0.85 %
49Beiersdorf AG 112.4K €0.84 %
50Vanda Pharmaceuticals Inc 108.9K €0.82 %
51Labcorp Holdings Inc 106.8K €0.80 %
52Illumina Inc 106.1K €0.79 %
53Ramsay Health Care Ltd 100.5K €0.75 %
54Vaxcyte Inc 98.2K €0.74 %
55REGENXBIO Inc 98.1K €0.73 %
56AC Immune SA 96.2K €0.72 %
57Beam Therapeutics Inc 94.4K €0.71 %
58Inmode Ltd 93.8K €0.70 %
59ACADIA Pharmaceuticals Inc 91K €0.68 %
60Elanco Animal Health Inc 86.7K €0.65 %
61Solid Biosciences Inc 81.6K €0.61 %
62ADMA Biologics Inc 77.6K €0.58 %
63Denali Therapeutics Inc 77.3K €0.58 %
64Alibaba Health Information Technology Ltd 66.3K €0.50 %
65Intellia Therapeutics Inc 45.9K €0.34 %
66Editas Medicine Inc 36.7K €0.27 %

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Sector breakdown

  • Health care 65.9 %
  • Consumer staples 2.3 %
  • Technology 0.9 %
  • Unattributed 30.9 %

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 74.3 %
  • Switzerland 6.7 %
  • Germany 3.8 %
  • Ireland 3.0 %
  • Denmark 3.0 %
  • Spain 2.8 %
  • Australia 2.3 %
  • France 2.3 %
  • United Kingdom 1.2 %
  • Hong Kong SAR China 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States489.5M €74.29 %
2Switzerland4865.4K €6.73 %
3Germany3493.6K €3.84 %
4Ireland2389.3K €3.03 %
5Denmark1381.2K €2.97 %
6Spain2363.6K €2.83 %
7Australia2296.7K €2.31 %
8France2295.9K €2.30 %
9United Kingdom1151.7K €1.18 %
10Hong Kong SAR China166.3K €0.52 %
Cite this page

Titelia. "Holdings of TOP CLASS HEALTHCARE, FI". https://titelia.com/en/funds/ESFI5167-0