Titelia

Holdings of MM GLOBAL, FI

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·37 declared positions · as of Dec 31, 2025

Original filing · Net assets 5.5M € · Ten largest lines: 50.9 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 18.5 %
  • Financials 16.7 %
  • Communication 15.6 %
  • Technology 13.2 %
  • Utilities 7.6 %
  • Health care 4.4 %
  • Consumer staples 2.7 %
  • Materials 1.5 %
  • Unattributed 19.6 %

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 59.7 %
  • ES 13.3 %
  • FR 12.3 %
  • CH 9.6 %
  • DE 2.0 %
  • CA 1.5 %
  • NL 1.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US242.7M €59.71 %
ES4600.4K €13.34 %
FR3553.8K €12.30 %
CH3434K €9.64 %
DE191.3K €2.03 %
CA169.7K €1.55 %
NL164.6K €1.43 %

Positions

CompanySharesValueWeight
Alphabet Inc 368.7K €6.65 %
Swiss Re AG 251.8K €4.54 %
Berkshire Hathaway Inc 239.6K €4.32 %
AXA SA 229.4K €4.14 %
Industria de Diseno Textil SA 219.7K €3.96 %
Iberdrola SA 214.5K €3.87 %
Meta Platforms Inc 199.5K €3.60 %
LVMH Moet Hennessy Louis Vuitton SE 196.7K €3.55 %
Amazon.com Inc 196.5K €3.54 %
Apple Inc 173.6K €3.13 %
NVIDIA Corp 165.1K €2.98 %
Novartis AG 164.8K €2.97 %
Repsol SA 146.1K €2.63 %
Mastercard Inc 145.8K €2.63 %
Moody's Corp 139.2K €2.51 %
Engie SA 127.7K €2.30 %
Coca-Cola Co/The 120.8K €2.18 %
O'Reilly Automotive Inc 116.5K €2.10 %
Saia Inc 107K €1.93 %
McDonald's Corp. 104.1K €1.88 %
Microsoft Corp 102.9K €1.86 %
adidas AG 91.3K €1.65 %
Walt Disney Co/The 89.1K €1.61 %
Timken Co/The 71.6K €1.29 %
Canadian National Railway Co 69.7K €1.26 %
IMCD NV 64.6K €1.16 %
Intuit Inc 56.4K €1.02 %
Catalyst Pharmaceuticals Inc 54.8K €0.99 %
Extreme Networks Inc 53.5K €0.96 %
Alphabet Inc 45.3K €0.82 %
Fortinet Inc 40.6K €0.73 %
Tenet Healthcare Corp 34.3K €0.62 %
Adobe Inc 34.3K €0.62 %
NetApp Inc 22.7K €0.41 %
Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 20.1K €0.36 %
Sandoz Group AG 17.4K €0.31 %
Fox Factory Holding Corp 5.8K €0.11 %