Titelia

Holdings of ADAMANTIUM, FI

ACCI CAPITAL INVESTMENTS, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
6.2M € including 3.7M € in equities, 59.8 %
Positions
45 in 12 countries
Top ten
32.0 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Brookfield Corp 427.8K €6.95 %
2Amazon.com Inc 233.9K €3.80 %
3Alphabet Inc 223.8K €3.63 %
4Zegona Communications plc 191.9K €3.12 %
5Microsoft Corp 191.5K €3.11 %
6Meta Platforms Inc 163K €2.65 %
7Airbus SE 162.5K €2.64 %
8Allfunds Group Plc 138.4K €2.25 %
9Brookfield Asset Management Ltd 129.4K €2.10 %
10Safran SA 107.1K €1.74 %
11AST SpaceMobile Inc 105.1K €1.71 %
12Taiwan Semiconductor Manufacturing Co Ltd 99.6K €1.62 %
13St Joe Co/The 98.6K €1.60 %
14S&P Global Inc 86.8K €1.41 %
15Visa Inc 83.6K €1.36 %
16Howard Hughes Holdings Inc 81.5K €1.32 %
17MTU Aero Engines AG 78.2K €1.27 %
18Alantra Partners SA 78.1K €1.27 %
19United Internet AG 66.4K €1.08 %
20Montrose Environmental Group Inc 65.5K €1.06 %
21Softwareone Holding AG 65.1K €1.06 %
22LVMH Moet Hennessy Louis Vuitton SE 64.5K €1.05 %
23NVIDIA Corp 63.5K €1.03 %
24IQVIA Holdings Inc 59.5K €0.97 %
25Deutsche Boerse AG 58.2K €0.94 %
26Salesforce Inc 56.4K €0.92 %
27Moody's Corp 47.8K €0.78 %
28Yellow Cake PLC 45.5K €0.74 %
29Canadian Pacific Kansas City Ltd 43.9K €0.71 %
30ASML Holding NV 41.5K €0.67 %
31Talgo SA 40.6K €0.66 %
32Alibaba Group Holding Ltd 37.4K €0.61 %
33SEMLER SCIENTIFIC 35.1K €0.57 %
34Apple Inc 32.4K €0.53 %
35Pirelli & C SpA 26K €0.42 %
36Boeing Co/The 25.9K €0.42 %
37Sky Harbour Group Corp 24.4K €0.40 %
38Mastercard Inc 19.4K €0.32 %
39HubSpot Inc 17.1K €0.28 %
40ASM International NV 15.5K €0.25 %
41Metaplanet Inc. 14.9K €0.24 %
42Capital B 10.4K €0.17 %
43Adobe Inc 9.5K €0.15 %
44Pets at Home Group Plc 6.8K €0.11 %
45Chewy Inc 6.8K €0.11 %

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Sector breakdown

  • Financials 19.7 %
  • Technology 13.9 %
  • Communication 10.5 %
  • Consumer discretionary 9.1 %
  • Industrials 8.0 %
  • Health care 1.6 %
  • Unattributed 37.2 %

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 51.6 %
  • Canada 12.8 %
  • France 9.4 %
  • Germany 5.5 %
  • United Kingdom 5.4 %
  • Netherlands 5.3 %
  • Spain 3.2 %
  • Taiwan 2.7 %
  • Switzerland 1.8 %
  • Jersey 1.2 %
  • Italy 0.7 %
  • Japan 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States241.9M €51.56 %
2Canada2471.7K €12.82 %
3France4344.5K €9.36 %
4Germany3202.8K €5.51 %
5United Kingdom2198.7K €5.40 %
6Netherlands3195.4K €5.31 %
7Spain2118.7K €3.23 %
8Taiwan199.6K €2.71 %
9Switzerland165.1K €1.77 %
10Jersey145.5K €1.24 %
11Italy126K €0.71 %
12Japan114.9K €0.41 %
Cite this page

Titelia. "Holdings of ADAMANTIUM, FI". https://titelia.com/en/funds/ESFI5487-0