Titelia

Holdings of FONDCOYUNTURA, FI

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

Net assets
17.2M € including 7.6M € in equities, 44.2 %
Positions
76 in 20 countries
Top ten
14.3 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Banco Santander SA 433K €2.52 %
2ACS Actividades de Construccion y Servicios SA 305.5K €1.78 %
3Hochschild Mining PLC 264.9K €1.54 %
4Brown & Brown Inc 257.8K €1.50 %
5SPIE SA 231.5K €1.35 %
6Industria de Diseno Textil SA 225.4K €1.31 %
7Amazon.com Inc 196.5K €1.15 %
8Samsung Electronics Co Ltd 184.7K €1.08 %
9Airbus SE 178.6K €1.04 %
10Novartis AG 176.6K €1.03 %
11Cameco Corp 171.4K €1.00 %
12Alphabet Inc 167.9K €0.98 %
13BYD Co Ltd 166.9K €0.97 %
14Renta 4 Banco, S.A. 163.5K €0.95 %
15Microsoft Corp 160.6K €0.94 %
16Air Liquide SA 155.1K €0.90 %
17Newmont Corp 153K €0.89 %
18Laboratorios Farmaceuticos Rovi SA 150.4K €0.88 %
19Mota-Engil SGPS SA 148.4K €0.86 %
20Thales SA 137.9K €0.80 %
21Thermo Fisher Scientific Inc 130.7K €0.76 %
22adidas AG 126.6K €0.74 %
23ASML Holding NV 104.1K €0.61 %
24Adyen NV 96.3K €0.56 %
25Merlin Properties Socimi SA 95.7K €0.56 %
26West Pharmaceutical Services Inc 93.7K €0.55 %
27Acerinox SA 93.7K €0.55 %
28Glencore PLC 93.2K €0.54 %
29Novo Nordisk A/S 91.4K €0.53 %
30Prysmian SpA 90.7K €0.53 %
31NextEra Energy Inc 88.9K €0.52 %
32Nanobiotix SA 87.8K €0.51 %
33AppLovin Corp 86K €0.50 %
34Veeva Systems Inc 83.6K €0.49 %
35SBI Holdings Inc 82.6K €0.48 %
36Five9 Inc 80.2K €0.47 %
37Crowdstrike Holdings Inc 79.8K €0.47 %
38Repsol SA 79.6K €0.46 %
39Infineon Technologies AG 75.5K €0.44 %
40Dell Technologies Inc 75K €0.44 %
41Southern Co/The 74.2K €0.43 %
42SIG Group AG 71.9K €0.42 %
43Trade Desk Inc/The 67.9K €0.40 %
44BASF SE 66.6K €0.39 %
45Palo Alto Networks Inc 62.7K €0.37 %
46Pernod Ricard SA 60.7K €0.35 %
47Cirsa Enterprises SA 59.2K €0.34 %
48Schneider Electric SE 58.7K €0.34 %
49Spotify Technology SA 56.9K €0.33 %
50Befesa SA 56.1K €0.33 %
51Ivanhoe Electric Inc / US 54.4K €0.32 %
52Eaton Corp PLC 54.2K €0.32 %
53Intel Corp 53.4K €0.31 %
54Nestle SA 53.3K €0.31 %
55Strabag SE 52.7K €0.31 %
56WW Grainger Inc 51.5K €0.30 %
57LVMH Moet Hennessy Louis Vuitton SE 51K €0.30 %
58Legrand SA 50.9K €0.30 %
59Tesco PLC 50.6K €0.30 %
60Strategy Inc 48.5K €0.28 %
61Stride Inc 47K €0.27 %
62Atos SE 46.5K €0.27 %
63Terrestrial Energy Inc 43.7K €0.25 %
64Iridium Communications Inc 42.9K €0.25 %
65Super Micro Computer Inc 42.8K €0.25 %
66Burford Capital Ltd 42K €0.24 %
67Grange Resources Ltd 40.5K €0.24 %
68Everpure Inc 39.9K €0.23 %
69eDreams ODIGEO SA 37.9K €0.22 %
70Stellantis NV 37.8K €0.22 %
71Hensoldt AG 36.7K €0.21 %
72Mobico Group PLC 35.7K €0.21 %
73Zealand Pharma A/S 31.2K €0.18 %
74Vista Energy SAB de CV 24.9K €0.14 %
75Graniteshares Financial PLC 5.6K €0.03 %
76Graniteshares Financial PLC 4.4K €0.03 %

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Sector breakdown

  • Technology 14.6 %
  • Materials 9.0 %
  • Industrials 8.6 %
  • Consumer discretionary 8.4 %
  • Financials 7.0 %
  • Health care 6.5 %
  • Communication 3.0 %
  • Utilities 2.2 %
  • Consumer staples 0.7 %
  • Unattributed 40.1 %

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 31.6 %
  • Spain 21.7 %
  • France 14.0 %
  • Germany 4.8 %
  • Switzerland 4.0 %
  • Peru 3.5 %
  • Netherlands 3.1 %
  • South Korea 2.4 %
  • United Kingdom 2.4 %
  • Canada 2.3 %
  • Hong Kong SAR China 2.2 %
  • Portugal 2.0 %
  • Other countries 6.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States272.4M €31.58 %
2Spain101.6M €21.69 %
3France101.1M €13.97 %
4Germany5361.5K €4.77 %
5Switzerland3301.8K €3.98 %
6Peru1264.9K €3.49 %
7Netherlands3238.2K €3.14 %
8South Korea1184.7K €2.44 %
9United Kingdom3179.5K €2.37 %
10Canada1171.4K €2.26 %
11Hong Kong SAR China1166.9K €2.20 %
12Portugal1148.4K €1.96 %
Cite this page

Titelia. "Holdings of FONDCOYUNTURA, FI". https://titelia.com/en/funds/ESFI543-0