Titelia

Holdings of GVC GAESCO GLOBAL EQUITY DS FI

GVC GAESCO GESTIÓN, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
31.8M € including 27.6M € in equities, 86.6 %
Positions
50 in 17 countries
Top ten
31.4 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Ryanair Holdings PLC 1.3M €4.18 %
2AIA Group Ltd 1.3M €4.12 %
3Carnival Corp 1.1M €3.51 %
4Vodafone Group PLC 1M €3.20 %
5Medtronic PLC 981K €3.08 %
6Vale SA 887.1K €2.79 %
7Alibaba Group Holding Ltd 873.2K €2.74 %
8FANUC Corp 827.4K €2.60 %
9Teradyne Inc 823.6K €2.59 %
10Anheuser-Busch InBev SA/NV 823.5K €2.59 %
11Wizz Air Holdings Plc 804.4K €2.53 %
12Melia Hotels International SA 792K €2.49 %
13ArcelorMittal SA 781.8K €2.46 %
14NIDEC CORP 753.9K €2.37 %
15Akamai Technologies Inc 742.5K €2.33 %
16Deutsche Post AG 701K €2.20 %
17Bekaert SA 663.3K €2.08 %
18Kerry Group PLC 663K €2.08 %
19Corticeira Amorim SGPS SA 661K €2.08 %
20Sixt SE 636K €2.00 %
21Pfizer Inc 635.7K €2.00 %
22Shell PLC 628.1K €1.97 %
23Brembo NV 612K €1.92 %
24Avolta AG 607.5K €1.91 %
25JCDecaux SE 603.7K €1.90 %
26Teva Pharmaceutical Industries Ltd 584.3K €1.84 %
27BNP Paribas SA 565.5K €1.78 %
28Fagron 532.5K €1.67 %
29Samsung Electronics Co Ltd 527.4K €1.66 %
30Technogym SpA 484.2K €1.52 %
31Deceuninck NV 453K €1.42 %
32Banco de Sabadell SA 420.6K €1.32 %
33Aberdeen Group PLC 418.3K €1.31 %
34PATTERN SPA 370.7K €1.16 %
35Boeing Co/The 369.5K €1.16 %
36Acerinox SA 316.5K €0.99 %
37Cie Generale des Etablissements Michelin SCA 283.1K €0.89 %
38Next Geosolutions Europe SpA 274.4K €0.86 %
39Banco Comercial Portugues SA 268.9K €0.84 %
40Toyota Motor Corp. 219.1K €0.69 %
41Koninklijke Vopak NV 189.4K €0.59 %
42Telefonica SA 174.7K €0.55 %
43AXA SA 143.4K €0.45 %
44NOS SGPS SA 140.5K €0.44 %
45Bayerische Motoren Werke AG 130.4K €0.41 %
46Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 126.5K €0.40 %
47Booking Holdings Inc 104.8K €0.33 %
48Vinci SA 96K €0.30 %
49Visa Inc 59.7K €0.19 %
50Fugro NV 42.5K €0.13 %

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Sector breakdown

  • Consumer discretionary 13.2 %
  • Financials 8.0 %
  • Health care 5.9 %
  • Technology 4.9 %
  • Industrials 4.2 %
  • Materials 3.2 %
  • Consumer staples 3.0 %
  • Energy 2.3 %
  • Unattributed 55.3 %

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 20.7 %
  • United Kingdom 10.4 %
  • Belgium 9.0 %
  • Ireland 7.2 %
  • Japan 6.5 %
  • Italy 6.3 %
  • Spain 6.2 %
  • France 6.1 %
  • Germany 5.8 %
  • Hong Kong SAR China 4.8 %
  • Portugal 3.9 %
  • Brazil 3.2 %
  • Other countries 9.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States95.7M €20.70 %
2United Kingdom42.9M €10.41 %
3Belgium42.5M €8.97 %
4Ireland22M €7.23 %
5Japan31.8M €6.53 %
6Italy41.7M €6.31 %
7Spain41.7M €6.18 %
8France51.7M €6.13 %
9Germany41.6M €5.78 %
10Hong Kong SAR China11.3M €4.76 %
11Portugal31.1M €3.88 %
12Brazil1887.1K €3.22 %
Cite this page

Titelia. "Holdings of GVC GAESCO GLOBAL EQUITY DS FI". https://titelia.com/en/funds/ESFI5592-0