Titelia

Holdings of GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ASP OPPORTUNITIES FUND

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

Net assets
2.4M € including 1.7M € in equities, 69.7 %
Positions
48 in 14 countries
Top ten
29.6 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1ETC WT PHYSICAL SILV 138.8K €5.71 %
2Microsoft Corp 85.6K €3.52 %
3LVMH Moet Hennessy Louis Vuitton SE 77.4K €3.18 %
4Technip Energies NV 69.5K €2.86 %
5Genmab A/S 68.1K €2.80 %
6ASML Holding NV 65.4K €2.69 %
7Taiwan Semiconductor Manufacturing Co Ltd 61.8K €2.54 %
8Verallia SA 57.2K €2.35 %
9Rio Tinto PLC 48.3K €1.99 %
10Edwards Lifesciences Corp 48K €1.97 %
11Moody's Corp 43.5K €1.79 %
12Coloplast A/S 41.6K €1.71 %
13Blackrock Inc 38.3K €1.57 %
14Nemetschek SE 37.8K €1.55 %
15TGS ASA 37.6K €1.55 %
16Industria de Diseno Textil SA 36.6K €1.51 %
17JPMorgan Chase & Co 34.3K €1.41 %
18Airtel Africa PLC 32.6K €1.34 %
19Cie Financiere Richemont SA 32.5K €1.34 %
20Technogym SpA 32.4K €1.33 %
21GROUPE GUILLIN SA 30.8K €1.27 %
22Eli Lilly & Co 30.2K €1.24 %
23Grupo Empresarial San Jose SA 28.9K €1.19 %
24GXO Logistics Inc 27.9K €1.15 %
25Sartorius Stedim Biotech 27.7K €1.14 %
26Pluxee NV 27.7K €1.14 %
27Novonesis Novozymes B 27.5K €1.13 %
28ResMed Inc 25.6K €1.05 %
29NVIDIA Corp 25.2K €1.04 %
30Zoetis Inc 24.6K €1.01 %
31FIGEAC-AERO 24K €0.99 %
32Accenture PLC 22.8K €0.94 %
33Dassault Aviation SA 21.9K €0.90 %
34Mastercard Inc 21.9K €0.90 %
35Moncler SpA 21.9K €0.90 %
36EssilorLuxottica SA 21.6K €0.89 %
37Global Dominion Access SA 20.8K €0.85 %
38Green Brick Partners Inc 20.5K €0.84 %
39ASM International NV 20.2K €0.83 %
40Golar LNG Ltd 20K €0.82 %
41Innovative Solutions and Support Inc 18.7K €0.77 %
42IonQ Inc 16.9K €0.70 %
43Cal-Maine Foods Inc 16.3K €0.67 %
44Antero Resources Corp 15.3K €0.63 %
45Interroll Holding AG 14.2K €0.58 %
46Wienerberger AG 13.8K €0.57 %
47Novo Nordisk A/S 11.8K €0.48 %
48Ferrari NV 8K €0.33 %

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Sector breakdown

  • Technology 16.6 %
  • Health care 9.6 %
  • Consumer discretionary 8.7 %
  • Financials 8.1 %
  • Materials 2.9 %
  • Unattributed 54.2 %

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 30.4 %
  • France 19.5 %
  • Denmark 8.8 %
  • Jersey 8.2 %
  • Netherlands 6.7 %
  • Spain 5.1 %
  • United Kingdom 4.8 %
  • Italy 3.7 %
  • Taiwan 3.7 %
  • Switzerland 2.8 %
  • Germany 2.2 %
  • Norway 2.2 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States17515.7K €30.44 %
2France8330.1K €19.49 %
3Denmark4148.9K €8.79 %
4Jersey1138.8K €8.20 %
5Netherlands3113.3K €6.69 %
6Spain386.3K €5.09 %
7United Kingdom280.9K €4.78 %
8Italy362.2K €3.67 %
9Taiwan161.8K €3.65 %
10Switzerland246.7K €2.76 %
11Germany137.8K €2.23 %
12Norway137.6K €2.22 %
Cite this page

Titelia. "Holdings of GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ASP OPPORTUNITIES FUND". https://titelia.com/en/funds/ESFI5500-9