Titelia

Holdings of GESTIÓN BOUTIQUE III, FI GESTION BOUTIQUE III/EFE & ENE MOMENTUM

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

Net assets
13.9M € including 1.8M € in equities, 13.2 %
Positions
34 in 8 countries
Top ten
9.5 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Ishares Physical Metals PLC 287.5K €2.07 %
2SOURCE PHYSICAL MARKETS GOLD 214.4K €1.54 %
3WISDOMTREE METAL SECURITIES LTD 204.8K €1.47 %
4ETC WT PHYSICAL SILV 167.3K €1.21 %
5ETC Source Physical 162.7K €1.17 %
6Ishares Physical Metals PLC 162.6K €1.17 %
7Embraer SA 32.9K €0.24 %
8Sunrun Inc 30.5K €0.22 %
9Reddit Inc 30.5K €0.22 %
10Alibaba Group Holding Ltd 30K €0.22 %
11Warner Bros Discovery Inc 29.4K €0.21 %
12Kawasaki Heavy Industries Ltd 28.2K €0.20 %
13Hong Kong Exchanges & Clearing Ltd 26.8K €0.19 %
14Rolls-Royce Holdings PLC 26.4K €0.19 %
15TransMedics Group Inc 25.9K €0.19 %
16TCL Electronics Holdings Ltd 25K €0.18 %
17Bombardier Inc 23K €0.17 %
18Bloom Energy Corp 22.9K €0.17 %
19Babcock International Group PLC 21.4K €0.15 %
20Alphabet Inc 21.3K €0.15 %
21Macy's Inc 21K €0.15 %
22Corning Inc 20.9K €0.15 %
23Asics Corp 20.4K €0.15 %
24Lam Research Corp 20.4K €0.15 %
25Unity Software Inc 20.3K €0.15 %
26Melco Resorts & Entertainment Ltd 19.3K €0.14 %
27Intel Corp 18.8K €0.14 %
28nLight Inc 18.2K €0.13 %
29Kering SA 18.1K €0.13 %
30Lemonade Inc 17.6K €0.13 %
31GE Vernova Inc 16.7K €0.12 %
32Advanced Micro Devices Inc 16.4K €0.12 %
33Robinhood Markets Inc 15.4K €0.11 %
34Canadian Solar Inc 14.4K €0.10 %

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Sector breakdown

  • Technology 4.2 %
  • Industrials 3.6 %
  • Communication 2.8 %
  • Financials 2.3 %
  • Consumer discretionary 1.6 %
  • Unattributed 85.5 %

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

  • Ireland 45.2 %
  • United States 23.4 %
  • Jersey 20.3 %
  • Hong Kong SAR China 2.8 %
  • Japan 2.7 %
  • United Kingdom 2.6 %
  • Canada 2.0 %
  • France 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Ireland4827.2K €45.17 %
2United States19428.6K €23.40 %
3Jersey2372.1K €20.32 %
4Hong Kong SAR China251.8K €2.83 %
5Japan248.6K €2.66 %
6United Kingdom247.7K €2.61 %
7Canada237.4K €2.04 %
8France118.1K €0.99 %
Cite this page

Titelia. "Holdings of GESTIÓN BOUTIQUE III, FI GESTION BOUTIQUE III/EFE & ENE MOMENTUM". https://titelia.com/en/funds/ESFI5186-7