Titelia

Holdings of DUX UMBRELLA, FI DUX UMBRELLA/TRIMMING USA TECHNOLOGY

DUX INVERSORES, SGIIC, S.A. ·44 declared positions · as of Dec 31, 2025

Original filing · Net assets 5.8M € · Ten largest lines: 54.6 % of the equity sleeve

Sector breakdown

  • Technology 21.2 %
  • Industrials 4.7 %
  • Communication 1.4 %
  • Unattributed 72.7 %

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

  • US 81.3 %
  • NL 9.4 %
  • KY 3.0 %
  • ES 1.9 %
  • GB 1.6 %
  • DE 1.1 %
  • IL 0.9 %
  • FR 0.7 %
  • CA 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US304.6M €81.29 %
2NL2535.1K €9.39 %
3KY3169.3K €2.97 %
4ES1106.8K €1.87 %
5GB193.1K €1.63 %
6DE263.8K €1.12 %
7IL251.5K €0.90 %
8FR137.7K €0.66 %
9CA28.9K €0.16 %

Positions

RankCompanySharesValueWeight
1Nebius Group NV 534.5K €9.28 %
2IonQ Inc 424K €7.36 %
3CoreWeave Inc 378K €6.56 %
4D-Wave Quantum Inc 329.5K €5.72 %
5Oklo Inc 305.5K €5.30 %
6Intuitive Machines Inc 262.5K €4.56 %
7Rigetti Computing Inc 256.5K €4.45 %
8Broadcom Inc 250.5K €4.35 %
9Cloudflare Inc 184.6K €3.21 %
10NANO Nuclear Energy Inc 184K €3.19 %
11Palantir Technologies Inc 181.6K €3.15 %
12Quantum Computing Inc 170.3K €2.96 %
13Oracle Corp 165.9K €2.88 %
14AST SpaceMobile Inc 160.8K €2.79 %
15CHURCHILL CAPITAL CORP X-A 157.3K €2.73 %
16Rocket Lab Corp 148.5K €2.58 %
17Micron Technology Inc 145.8K €2.53 %
18Marvell Technology Inc 144.7K €2.51 %
19NVIDIA Corp 135K €2.34 %
20Viscofan SA 106.8K €1.85 %
21GREENIDGE GENERATION HOLDINGS INC 100.8K €1.75 %
22Hims & Hers Health Inc 96.8K €1.68 %
23NuScale Power Corp 96.5K €1.68 %
24Arqit Quantum Inc 93.1K €1.62 %
25Ondas Inc 83.1K €1.44 %
26Alphabet Inc 80.1K €1.39 %
27TSS INC 72.2K €1.25 %
28Vertiv Holdings Co 69K €1.20 %
29REALPHA TECH CORP 62.9K €1.09 %
30Wolfspeed Inc 59.3K €1.03 %
31Siemens AG 47.8K €0.83 %
32BANZAI INTERNATIONAL INC 41.1K €0.71 %
33Nano-X Imaging Ltd 38.1K €0.66 %
34Nexans SA 37.7K €0.66 %
35Recursion Pharmaceuticals Inc 34.8K €0.60 %
36Carl Zeiss Meditec AG 16K €0.28 %
37BEAMR IMAGING LTD 13.4K €0.23 %
38Stem Inc 9.6K €0.17 %
39KINGSOFT CLOUD HOLDINGS LTD 8.8K €0.15 %
40Ballard Power Systems Inc 8.7K €0.15 %
41AURORA MOBILE LIMITED 3.2K €0.06 %
42WALLBOX NV 598 €0.01 %
43LEDDARTECH HOLDINGS INC 266 €0.00 %
44WOLFSPEED INC 1 €