Titelia

Holdings of GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ALCLAM US EQUITIES

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. · Original filing · Compare with another fund · Report an error

Net assets
6.7M € including 6.5M € in equities, 97.0 %
Positions
46 in 5 countries
Top ten
42.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Comfort Systems USA Inc 317.8K €4.77 %
2Amazon.com Inc 314.4K €4.72 %
3Taiwan Semiconductor Manufacturing Co Ltd 310.5K €4.66 %
4Micron Technology Inc 291.6K €4.38 %
5NVIDIA Corp 285.8K €4.29 %
6Meta Platforms Inc 281K €4.22 %
7Alphabet Inc 266.5K €4.00 %
8Broadcom Inc 265.2K €3.98 %
9Celestica Inc 251.7K €3.78 %
10GE Vernova Inc 222.6K €3.34 %
11Sandisk Corp/DE 202.1K €3.03 %
12IES Holdings Inc 198.7K €2.98 %
13Vistra Corp 192.3K €2.89 %
14Seagate Technology Holdings PLC 175.8K €2.64 %
15MercadoLibre Inc 171.5K €2.57 %
16Microsoft Corp 164.7K €2.47 %
17Vertiv Holdings Co 151.7K €2.28 %
18Constellation Energy Corp. 150.4K €2.26 %
19Advanced Micro Devices Inc 127.6K €1.92 %
20Carnival Corp 117K €1.76 %
21ETC Source Physical 116.2K €1.74 %
22Modine Manufacturing Co 113.7K €1.71 %
23Freeport-McMoRan Inc 108.1K €1.62 %
24Uber Technologies Inc 107.8K €1.62 %
25United Airlines Holdings Inc 95.2K €1.43 %
26RTX Corp 93.7K €1.41 %
27Cameco Corp 93.5K €1.40 %
28Eldorado Gold Corp 91.7K €1.38 %
29EQT Corp 91.3K €1.37 %
30Arista Networks Inc 89.2K €1.34 %
31Prysmian SpA 86.4K €1.30 %
32MP Materials Corp 86K €1.29 %
33Halozyme Therapeutics Inc 85.9K €1.29 %
34Newmont Corp 85K €1.28 %
35United Rentals Inc 68.9K €1.03 %
36Amkor Technology Inc 67.2K €1.01 %
37Coterra Energy Inc 67.2K €1.01 %
38First Solar Inc 66.7K €1.00 %
39Astera Labs Inc 63.7K €0.96 %
40Power Solutions International Inc 63.2K €0.95 %
41NU Holdings Ltd/Cayman Islands 57K €0.86 %
42Boeing Co/The 55.5K €0.83 %
43Applied Digital Corp 52.2K €0.78 %
44Western Digital Corp 44K €0.66 %
45Netflix Inc 39.9K €0.60 %
46United States Antimony Corp 12.8K €0.19 %

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Sector breakdown

  • Technology 33.4 %
  • Industrials 17.2 %
  • Consumer discretionary 9.3 %
  • Communication 9.1 %
  • Utilities 5.3 %
  • Materials 4.4 %
  • Energy 2.5 %
  • Financials 0.9 %
  • Unattributed 17.9 %

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 85.3 %
  • Canada 6.8 %
  • Taiwan 4.8 %
  • Ireland 1.8 %
  • Italy 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States405.5M €85.30 %
2Canada3436.9K €6.76 %
3Taiwan1310.5K €4.81 %
4Ireland1116.2K €1.80 %
5Italy186.4K €1.34 %
Cite this page

Titelia. "Holdings of GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ALCLAM US EQUITIES". https://titelia.com/en/funds/ESFI5500-6