Titelia

Holdings of BESTINVER MEGATENDENCIAS, FI

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

Net assets
46.7M € including 45M € in equities, 96.4 %
Positions
47 in 15 countries
Top ten
30.2 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 2.7M €5.87 %
2Microsoft Corp 1.6M €3.47 %
3Alphabet Inc 1.6M €3.34 %
4Taiwan Semiconductor Manufacturing Co Ltd 1.2M €2.61 %
5Elevance Health Inc 1.2M €2.58 %
6Broadcom Inc 1.2M €2.52 %
7BAUSCH + LOMB CORP 1.2M €2.50 %
8SSE PLC 1.2M €2.49 %
9Kingspan Group PLC 1.1M €2.45 %
10Medtronic PLC 1.1M €2.40 %
11Novo Nordisk A/S 994.1K €2.13 %
12Rentokil Initial PLC 979.1K €2.10 %
13Erste Group Bank AG 960.6K €2.06 %
14Roche Holding AG 958.8K €2.05 %
15Sartorius Stedim Biotech 948.8K €2.03 %
16Arch Capital Group Ltd 944.4K €2.02 %
17Vertex Pharmaceuticals Inc 931.4K €1.99 %
18Essity AB 928.4K €1.99 %
19RECKITT BENCKISER GROUP PLC 928.2K €1.99 %
20IQVIA Holdings Inc 924.3K €1.98 %
21Salesforce Inc 920.9K €1.97 %
22Croda International PLC 918K €1.97 %
23American Water Works Co Inc 917.8K €1.97 %
24Intuit Inc 917K €1.96 %
25Schneider Electric SE 916.8K €1.96 %
26Veralto Corp 916.6K €1.96 %
27Koninklijke Philips NV 914.4K €1.96 %
28Tesla Inc 904K €1.94 %
29NextEra Energy Inc 903.8K €1.94 %
30Aalberts NV 900.2K €1.93 %
31Carrier Global Corp 900K €1.93 %
32MercadoLibre Inc 881.5K €1.89 %
33QUALCOMM Inc 879K €1.88 %
34Siegfried Holding AG 818.6K €1.75 %
35Synopsys Inc 800.6K €1.71 %
36ServiceTitan Inc 777.9K €1.67 %
37Linde PLC 736.2K €1.58 %
38Zoetis Inc 730.3K €1.56 %
39AIA Group Ltd 701.7K €1.50 %
40BE Semiconductor Industries NV 700.7K €1.50 %
41STMicroelectronics NV 691.3K €1.48 %
42Unilever PLC 690.1K €1.48 %
43Greencoat Renewables PLC 661.7K €1.42 %
44Gerresheimer AG 642.3K €1.38 %
45ARM Holdings PLC 608.8K €1.30 %
46Coherent Corp 573.3K €1.23 %
47Waters Corp 463.1K €0.99 %

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Sector breakdown

  • Technology 24.1 %
  • Health care 18.3 %
  • Utilities 6.6 %
  • Financials 5.8 %
  • Industrials 4.0 %
  • Consumer discretionary 4.0 %
  • Communication 3.5 %
  • Materials 1.6 %
  • Consumer staples 1.5 %
  • Unattributed 30.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • EUR 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 52.2 %
  • United Kingdom 11.8 %
  • Netherlands 5.6 %
  • France 4.1 %
  • Ireland 4.0 %
  • Switzerland 3.9 %
  • Taiwan 2.7 %
  • Canada 2.6 %
  • Denmark 2.2 %
  • Austria 2.1 %
  • Bermuda 2.1 %
  • Sweden 2.1 %
  • Other countries 4.5 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2323.5M €52.21 %
2United Kingdom65.3M €11.75 %
3Netherlands32.5M €5.59 %
4France21.9M €4.15 %
5Ireland21.8M €4.02 %
6Switzerland21.8M €3.95 %
7Taiwan11.2M €2.71 %
8Canada11.2M €2.60 %
9Denmark1994.1K €2.21 %
10Austria1960.6K €2.13 %
11Bermuda1944.4K €2.10 %
12Sweden1928.4K €2.06 %
Cite this page

Titelia. "Holdings of BESTINVER MEGATENDENCIAS, FI". https://titelia.com/en/funds/ESFI5172-0