Titelia

Holdings of RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS / CONSUMO

RENTA 4 GESTORA, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
4.2M € including 4M € in equities, 95.0 %
Positions
61 in 15 countries
Top ten
31.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 193.2K €4.55 %
2Industria de Diseno Textil SA 180.3K €4.25 %
3Amazon.com Inc 152.3K €3.59 %
4Microsoft Corp 144.1K €3.40 %
5Alibaba Group Holding Ltd 132.8K €3.13 %
6Haleon PLC 107.9K €2.54 %
7Booking Holdings Inc 104.9K €2.47 %
8Visa Inc 103K €2.43 %
9Mastercard Inc 102.1K €2.40 %
10Cie Financiere Richemont SA 100.7K €2.37 %
11Anheuser-Busch InBev SA/NV 98.8K €2.33 %
12Meta Platforms Inc 95.5K €2.25 %
13Prosus NV 95.1K €2.24 %
14Unilever PLC 91.9K €2.17 %
15Nestle SA 88.8K €2.09 %
16Heineken Holding NV 87.4K €2.06 %
17adidas AG 84.5K €1.99 %
18EssilorLuxottica SA 81K €1.91 %
19Airbnb Inc 71.6K €1.69 %
20Spotify Technology SA 69.2K €1.63 %
21PayPal Holdings Inc 68.3K €1.61 %
22Coca-Cola Europacific Partners PLC 62K €1.46 %
23LVMH Moet Hennessy Louis Vuitton SE 61.3K €1.44 %
24Fomento Economico Mexicano SAB de CV 60.2K €1.42 %
25Puig Brands SA 59.5K €1.40 %
26NIKE Inc 58.3K €1.37 %
27Corbion NV 55.7K €1.31 %
28Amplifon SpA 55K €1.30 %
29L'Oreal SA 55K €1.30 %
30Coca-Cola Co/The 53.6K €1.26 %
31Elanco Animal Health Inc 52K €1.23 %
32IDEXX Laboratories Inc 51.8K €1.22 %
33Coca-Cola HBC AG 51.7K €1.22 %
34Universal Music Group NV 51.1K €1.20 %
35Hermes International SCA 50.9K €1.20 %
36Adyen NV 48.1K €1.13 %
37Zoetis Inc 45K €1.06 %
38McDonald's Corp. 44.2K €1.04 %
39Amadeus IT Group SA 44K €1.04 %
40Toyota Motor Corp. 43.8K €1.03 %
41Zalando SE 43.1K €1.01 %
42Yum! Brands Inc 42.5K €1.00 %
43PDD Holdings Inc 42.5K €1.00 %
44Cooper Cos Inc/The 41.9K €0.99 %
45Ferrari NV 41.4K €0.98 %
46Symrise AG 40.6K €0.96 %
47ANTA Sports Products Ltd 40.5K €0.96 %
48International Flavors & Fragrances Inc 40.2K €0.95 %
49Uber Technologies Inc 40K €0.94 %
50MercadoLibre Inc 39.4K €0.93 %
51elf Beauty Inc 38.8K €0.92 %
52DSM-Firmenich AG 38.2K €0.90 %
53Kerry Group PLC 37K €0.87 %
54JD Sports Fashion PLC 36.8K €0.87 %
55Procter & Gamble Co/The 35.4K €0.83 %
56Alcon AG 34K €0.80 %
57Chipotle Mexican Grill Inc 33.1K €0.78 %
58Proya Cosmetics Co Ltd. 32.2K €0.76 %
59Colgate-Palmolive Co 30.3K €0.71 %
60Pernod Ricard SA 23.4K €0.55 %
61Diageo PLC 22.1K €0.52 %

Download this table: CSV, JSON

Sector breakdown

  • Consumer discretionary 28.7 %
  • Consumer staples 14.5 %
  • Communication 11.2 %
  • Financials 8.0 %
  • Health care 5.7 %
  • Technology 3.6 %
  • Materials 1.0 %
  • Industrials 1.0 %
  • Unattributed 26.3 %

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 43.4 %
  • United Kingdom 9.2 %
  • Netherlands 8.4 %
  • Spain 7.0 %
  • France 6.7 %
  • Switzerland 6.5 %
  • Hong Kong SAR China 4.3 %
  • Germany 4.2 %
  • Belgium 2.5 %
  • Italy 2.4 %
  • Mexico 1.5 %
  • Japan 1.1 %
  • Other countries 2.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States251.8M €43.44 %
2United Kingdom6372.4K €9.24 %
3Netherlands5337.5K €8.37 %
4Spain3283.8K €7.04 %
5France5271.6K €6.74 %
6Switzerland4261.7K €6.49 %
7Hong Kong SAR China2173.3K €4.30 %
8Germany3168.2K €4.17 %
9Belgium198.8K €2.45 %
10Italy296.4K €2.39 %
11Mexico160.2K €1.49 %
12Japan143.8K €1.09 %
Cite this page

Titelia. "Holdings of RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS / CONSUMO". https://titelia.com/en/funds/ESFI5427-4