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Holdings of BRIGHTGATE-IAPETUS EQUITY, FI

BRIGHTGATE CAPITAL, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
22.7M € including 17M € in equities, 74.8 %
Positions
25 in 11 countries
Top ten
35.3 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Liquidia Corp 983.1K €4.33 %
2Sony Group Corp 917.9K €4.05 %
3Roche Holding AG 872.4K €3.85 %
4Nestle SA 849.9K €3.75 %
5Panasonic Holdings Corp. 770.8K €3.40 %
6Vidrala SA 747.7K €3.30 %
7FUJIFILM Holdings Corp 746.1K €3.29 %
8Northeast Bank 718.5K €3.17 %
9Carl Zeiss Meditec AG 704K €3.10 %
10Givaudan SA 702.8K €3.10 %
11Novo Nordisk A/S 696.8K €3.07 %
12Alphabet Inc 679.1K €2.99 %
13Thyssenkrupp Nucera AG & Co KGaa 666K €2.94 %
14Deere & Co 648.9K €2.86 %
15Okta Inc 640.1K €2.82 %
16Taiwan Semiconductor Manufacturing Co Ltd 632.4K €2.79 %
17ASML Holding NV 631.2K €2.78 %
18Ivanhoe Mines Ltd 629.1K €2.77 %
19Kaspi.KZ JSC 612.8K €2.70 %
20Applied Materials Inc 576.4K €2.54 %
21Palfinger AG 536.9K €2.37 %
22Adyen NV 530.8K €2.34 %
23Siemens Healthineers AG 530.6K €2.34 %
24Lemonade Inc 505.2K €2.23 %
25Garrett Motion Inc 444.5K €1.96 %

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Sector breakdown

  • Technology 10.8 %
  • Communication 9.4 %
  • Health care 9.2 %
  • Consumer staples 5.0 %
  • Industrials 3.8 %
  • Financials 3.1 %
  • Unattributed 58.6 %

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 30.6 %
  • Japan 14.3 %
  • Switzerland 14.3 %
  • Germany 11.2 %
  • Netherlands 6.8 %
  • Spain 4.4 %
  • Denmark 4.1 %
  • Taiwan 3.7 %
  • Canada 3.7 %
  • Kazakhstan 3.6 %
  • Austria 3.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States85.2M €30.61 %
2Japan32.4M €14.34 %
3Switzerland32.4M €14.29 %
4Germany31.9M €11.20 %
5Netherlands21.2M €6.85 %
6Spain1747.7K €4.41 %
7Denmark1696.8K €4.10 %
8Taiwan1632.4K €3.73 %
9Canada1629.1K €3.71 %
10Kazakhstan1612.8K €3.61 %
11Austria1536.9K €3.16 %
Cite this page

Titelia. "Holdings of BRIGHTGATE-IAPETUS EQUITY, FI". https://titelia.com/en/funds/ESFI5581-0