Titelia

Holdings of GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / GLOBAL GRADIENT

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·88 declared positions · as of Dec 31, 2025

Original filing · Net assets 2.6M € · Ten largest lines: 31.4 % of the equity sleeve

Sector breakdown

  • Technology 29.4 %
  • Materials 14.5 %
  • Financials 10.1 %
  • Communication 7.4 %
  • Consumer discretionary 6.0 %
  • Industrials 3.5 %
  • Health care 3.4 %
  • Energy 2.5 %
  • Consumer staples 1.3 %
  • Utilities 1.0 %
  • Unattributed 20.8 %

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 31.2 %
  • CA 15.7 %
  • TW 8.8 %
  • FR 7.1 %
  • KR 5.7 %
  • IN 5.3 %
  • DE 4.2 %
  • KY 3.6 %
  • GB 3.0 %
  • ZA 2.9 %
  • ES 2.5 %
  • CN 2.4 %
  • Other countries 7.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US28664.7K €31.15 %
CA11334.9K €15.69 %
TW2187.5K €8.79 %
FR10152.1K €7.13 %
KR2120.6K €5.65 %
IN4113.8K €5.34 %
DE489.1K €4.18 %
KY577.7K €3.64 %
GB263.4K €2.97 %
ZA362.6K €2.93 %
ES352.9K €2.48 %
CN751K €2.39 %

Positions

CompanySharesValueWeight
Taiwan Semiconductor Manufacturing Co Ltd 157.8K €6.19 %
Wheaton Precious Metals Corp 69.4K €2.72 %
Samsung Electronics Co Ltd 68.6K €2.69 %
NVIDIA Corp 68K €2.66 %
Apple Inc 59K €2.31 %
SK hynix Inc 52K €2.04 %
Microsoft Corp 51.9K €2.03 %
ASML Holding NV 50.7K €1.99 %
Tencent Holdings Ltd 47.8K €1.87 %
Pan American Silver Corp 45.1K €1.77 %
Coeur Mining Inc 41.1K €1.61 %
Agnico Eagle Mines Ltd 40.8K €1.60 %
Newmont Corp 40.4K €1.58 %
Amazon.com Inc 34.2K €1.34 %
Alibaba Group Holding Ltd 33.9K €1.33 %
Barrick Mining Corp 33.7K €1.32 %
HDFC Bank Ltd 32.5K €1.27 %
Hecla Mining Co 32.5K €1.27 %
Fresnillo PLC 32.2K €1.26 %
Broadcom Inc 32.1K €1.26 %
Anglogold Ashanti Plc 31.2K €1.22 %
Reliance Industries Ltd 30K €1.18 %
Hon Hai Precision Industry Co Ltd 29.7K €1.17 %
SAP SE 29.4K €1.15 %
Kinross Gold Corp 27.4K €1.08 %
Gold Fields Ltd 26.9K €1.06 %
Alphabet Inc 26.9K €1.06 %
ICICI Bank Ltd 26.4K €1.03 %
Northern Star Resources Ltd 25.9K €1.02 %
First Majestic Silver Corp 25.9K €1.02 %
Naspers Ltd 25.7K €1.01 %
Siemens AG 25.1K €0.98 %
Infosys Ltd 25K €0.98 %
OR Royalties Inc 24K €0.94 %
Franco-Nevada Corp 24K €0.94 %
NU Holdings Ltd/Cayman Islands 23.5K €0.92 %
Alphabet Inc 23.5K €0.92 %
Delta Electronics Thailand PCL 22K €0.86 %
LVMH Moet Hennessy Louis Vuitton SE 21.9K €0.86 %
Cia de Minas Buenaventura SAA 21.3K €0.84 %
Allianz SE 21.1K €0.83 %
Tesla Inc 21.1K €0.83 %
Banco Santander SA 20.9K €0.82 %
Itau Unibanco Holding SA 20.7K €0.81 %
Meta Platforms Inc 20.2K €0.79 %
Alamos Gold Inc 19.1K €0.75 %
Schneider Electric SE 18.6K €0.73 %
SSR Mining Inc 17.9K €0.70 %
TotalEnergies SE 17.7K €0.69 %
Airbus SE 16.3K €0.64 %
Banco Bilbao Vizcaya Argentaria SA 16.1K €0.63 %
Palantir Technologies Inc 15.9K €0.62 %
Iberdrola SA 15.9K €0.62 %
Safran SA 15.5K €0.61 %
UniCredit SpA 15.4K €0.60 %
Royal Gold Inc 15K €0.59 %
Costco Wholesale Corp 14.7K €0.58 %
Deutsche Telekom AG 13.5K €0.53 %
Sanofi SA 13.2K €0.52 %
Equinox Gold Corp 12.9K €0.50 %
PDD Holdings Inc 12.8K €0.50 %
Air Liquide SA 12.8K €0.50 %
L'Oreal SA 12.5K €0.49 %
Fortuna Mining Corp 12.4K €0.49 %
Cisco Systems, Inc. 12.1K €0.47 %
Berkshire Hathaway Inc 12K €0.47 %
Eli Lilly & Co 11.9K €0.47 %
EssilorLuxottica SA 11.9K €0.47 %
BNP Paribas SA 11.8K €0.46 %
JPMorgan Chase & Co 11.2K €0.44 %
Netflix Inc 10.5K €0.41 %
China Construction Bank Corp 10.3K €0.40 %
Meituan 10.3K €0.40 %
Harmony Gold Mining Co Ltd 10K €0.39 %
Xiaomi Corp 9.2K €0.36 %
T-Mobile US Inc 9K €0.35 %
Baidu Inc 8.1K €0.32 %
Visa Inc 7.8K €0.30 %
Trip.com Group Ltd 7.3K €0.29 %
NetEase Inc 7.3K €0.28 %
JD.COM INC 7K €0.27 %
Exxon Mobil Corp 6.7K €0.26 %
PING AN 6.1K €0.24 %
ICBC 5.7K €0.22 %
BYD Co Ltd 4.9K €0.19 %
Bank of China Ltd 4.5K €0.18 %
Kanzhun Ltd 3.8K €0.15 %
KE Holdings Inc 2.9K €0.11 %