Titelia

Holdings of GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / GESTIVALUE CAPITAL

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

Net assets
31.9M € including 27.2M € in equities, 85.2 %
Positions
100 in 16 countries
Top ten
26.8 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Meta Platforms Inc 1.1M €3.44 %
2Amazon.com Inc 1.1M €3.39 %
3Alphabet Inc 988.5K €3.10 %
4Booking Holdings Inc 911.9K €2.86 %
5Solaria Energia y Medio Ambiente SA 844K €2.65 %
6Ercros SA 836.2K €2.62 %
7Clerhp Estructuras S 755K €2.37 %
8VYTRUS BIOTECH 692.7K €2.17 %
9Air France-KLM 689.3K €2.16 %
10Viscofan SA 652.5K €2.05 %
11PayPal Holdings Inc 561.6K €1.76 %
12Laboratorios Farmaceuticos Rovi SA 558.8K €1.75 %
13Uber Technologies Inc 549.6K €1.72 %
14Novo Nordisk A/S 545.8K €1.71 %
15Ebro Foods SA 543.7K €1.71 %
16Construcciones y Auxiliar de Ferrocarriles SA 500.7K €1.57 %
17Allfunds Group Plc 498.8K €1.57 %
18AST SpaceMobile Inc 494.7K €1.55 %
19Vidrala SA 471.9K €1.48 %
20Netflix Inc 463K €1.45 %
21ASML Holding NV 460.7K €1.45 %
22Global Dominion Access SA 430.3K €1.35 %
23Corticeira Amorim SGPS SA 429.7K €1.35 %
24Grifols SA 388.4K €1.22 %
25Puig Brands SA 371.8K €1.17 %
26Applied Materials Inc 350.1K €1.10 %
27MercadoLibre Inc 343K €1.08 %
28Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 335.4K €1.05 %
29Trigano SA 333.1K €1.05 %
30Tubacex SA 324.4K €1.02 %
31Strix Group PLC 323.2K €1.01 %
32Taiwan Semiconductor Manufacturing Co Ltd 310.5K €0.97 %
33Ulta Beauty Inc 309K €0.97 %
34AutoZone Inc 288.7K €0.91 %
35Microsoft Corp 288.2K €0.90 %
36LVMH Moet Hennessy Louis Vuitton SE 270.9K €0.85 %
37JD.COM INC 259.7K €0.81 %
38Zoetis Inc 257.1K €0.81 %
39Sodexo SA 254.9K €0.80 %
40Acerinox SA 253.2K €0.79 %
41Teleperformance SE 247.4K €0.78 %
42Domino's Pizza Group PLC 238.5K €0.75 %
43Celsius Holdings Inc 225.9K €0.71 %
44CIE Automotive SA 211.2K €0.66 %
45PepsiCo Inc 207.7K €0.65 %
46Symbotic Inc 202.6K €0.64 %
47Warpaint London Plc 196.4K €0.62 %
48Amadeus IT Group SA 194.8K €0.61 %
49elf Beauty Inc 194.2K €0.61 %
50Capri Holdings Ltd 172.4K €0.54 %
51Aena SME SA 166.7K €0.52 %
52Bayer AG 161K €0.51 %
53Prosegur Cash SA 158.5K €0.50 %
54Grupo Empresarial San Jose SA 157.8K €0.50 %
55Faes Farma SA 154.8K €0.49 %
56Nagarro SE 152.5K €0.48 %
57Macfarlane Group PLC 151.9K €0.48 %
58RENTA CORPORACION 148K €0.46 %
59Celanese Corp 144K €0.45 %
60Evolution AB 139.6K €0.44 %
61Alibaba Group Holding Ltd 137.3K €0.43 %
62S&P Global Inc 133.5K €0.42 %
63Diageo PLC 132.2K €0.41 %
64Fluidra SA 129.7K €0.41 %
65Brookfield Corp 128.9K €0.40 %
66Arcos Dorados Holdings Inc 123.7K €0.39 %
67SNGULAR PEOPLE 122.4K €0.38 %
68Duolingo Inc 119.5K €0.38 %
69GENERAL DE ALQUI 119.1K €0.37 %
70Pool Corp 116.8K €0.37 %
71REDEGAL 114.7K €0.36 %
72Lantheus Holdings Inc 113.3K €0.36 %
73Sirius XM Holdings Inc 109.8K €0.34 %
74Albemarle Corp 108.4K €0.34 %
75Pernod Ricard SA 102.3K €0.32 %
76BYTETRAVEL SA 91.4K €0.29 %
77SERESCO SA 90.6K €0.28 %
78Talgo SA 89.6K €0.28 %
79Johnson & Johnson 88.1K €0.28 %
80Pfizer Inc 84.8K €0.27 %
81Molson Coors Beverage Co 79.5K €0.25 %
82McDonald's Corp. 78.1K €0.24 %
83NXP Semiconductors NV 73.9K €0.23 %
84Oscar Health Inc 73.4K €0.23 %
85Sciuker Frames SpA 70.7K €0.22 %
86Occidental Petroleum Corp 70K €0.22 %
87RH INC 61K €0.19 %
88Italian Sea Group SPA/The 60.9K €0.19 %
89Texas Roadhouse Inc 56.5K €0.18 %
90Mobileye Global Inc 48.9K €0.15 %
91Dr. Ing. h.c. F. Porsche Aktiengesellschaft 45.6K €0.14 %
92STMicroelectronics NV 44.2K €0.14 %
93Alantra Partners SA 43.3K €0.14 %
94Trade Desk Inc/The 38.8K €0.12 %
95Novo Nordisk A/S 30.8K €0.10 %
96PARLEM TELECOM 25.4K €0.08 %
97Nano-X Imaging Ltd 23.8K €0.07 %
98Stellantis NV 18.9K €0.06 %
99UiPath Inc 18.1K €0.06 %
100Enphase Energy Inc 8.2K €0.03 %

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Sector breakdown

  • Consumer discretionary 12.6 %
  • Communication 9.4 %
  • Technology 5.5 %
  • Health care 4.3 %
  • Financials 3.0 %
  • Industrials 2.0 %
  • Consumer staples 1.3 %
  • Materials 0.4 %
  • Energy 0.3 %
  • Unattributed 61.3 %

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 38.6 %
  • Spain 36.7 %
  • France 7.0 %
  • Netherlands 4.0 %
  • United Kingdom 2.6 %
  • Denmark 2.1 %
  • Portugal 1.6 %
  • Germany 1.3 %
  • Isle of Man 1.2 %
  • Taiwan 1.1 %
  • British Virgin Islands 1.1 %
  • Cayman Islands 1.0 %
  • Other countries 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3810.5M €38.65 %
2Spain3110M €36.72 %
3France61.9M €6.99 %
4Netherlands51.1M €4.04 %
5United Kingdom4718.9K €2.65 %
6Denmark2576.6K €2.12 %
7Portugal1429.7K €1.58 %
8Germany3359.1K €1.32 %
9Isle of Man1323.2K €1.19 %
10Taiwan1310.5K €1.14 %
11British Virgin Islands2296.1K €1.09 %
12Cayman Islands1259.7K €0.96 %
Cite this page

Titelia. "Holdings of GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / GESTIVALUE CAPITAL". https://titelia.com/en/funds/ESFI5206-10