Titelia

Holdings of DLTV EUROPE, FI

DUX INVERSORES, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
25.5M € including 25.1M € in equities, 98.7 %
Positions
45 in 14 countries
Top ten
42.9 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Azelis Group NV 1.4M €5.38 %
2Alantra Partners SA 1.2M €4.89 %
3Allfunds Group Plc 1.2M €4.62 %
4AcadeMedia AB 1.1M €4.32 %
5Montana Aerospace AG 1.1M €4.30 %
6Befesa SA 1M €4.12 %
7Tikehau Capital SCA 1M €4.11 %
8Grupo Ecoener SA 1M €4.09 %
9Elis SA 939.5K €3.69 %
10Stef SA 853.7K €3.35 %
11Puig Brands SA 833.2K €3.27 %
12SOL SpA 795.6K €3.13 %
13Diageo PLC 788.5K €3.10 %
14Palfinger AG 722.4K €2.84 %
15Restaurant Brands International Inc 672.9K €2.64 %
16Intercos SpA 636.8K €2.50 %
17IMCD NV 604.4K €2.37 %
18Reply SpA 597.1K €2.35 %
19Ferrari Group PLC 571.6K €2.25 %
20Vidrala SA 567K €2.23 %
21Zalando SE 549.7K €2.16 %
22Air Products and Chemicals Inc 517.6K €2.03 %
23Carlyle Group Inc/The 516.1K €2.03 %
24Fluidra SA 477.4K €1.88 %
25Ferrovial SE 473.4K €1.86 %
26Prosegur Cash SA 460.1K €1.81 %
27LLORENTE & CUENCA SA 456.3K €1.79 %
28EssilorLuxottica SA 445.3K €1.75 %
29Brookfield Corp 431.8K €1.70 %
30Siemens Healthineers AG 426K €1.67 %
31Redox Ltd/Australia 408K €1.60 %
32Robertet SA 342.4K €1.35 %
33Laboratorios Farmaceuticos Rovi SA 320K €1.26 %
34Tubacex SA 300.2K €1.18 %
35MTU Aero Engines AG 226.7K €0.89 %
36Airbnb Inc 219.8K €0.86 %
37Universal Music Group NV 198.4K €0.78 %
38Emeis SA 148.1K €0.58 %
39Cellnex Telecom SA 141.9K €0.56 %
40Dr. Ing. h.c. F. Porsche Aktiengesellschaft 109.4K €0.43 %
41L'Oreal SA 107.8K €0.42 %
42Carl Zeiss Meditec AG 76K €0.30 %
43Teleperformance SE 40.3K €0.16 %
44Dassault Systemes SE 21.2K €0.08 %
45ATENTO LUXCO 1 SA 2 €

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Sector breakdown

  • Consumer staples 3.6 %
  • Consumer discretionary 3.6 %
  • Materials 2.1 %
  • Health care 1.8 %
  • Financials 1.7 %
  • Unattributed 87.3 %

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

  • Spain 23.3 %
  • France 15.7 %
  • Netherlands 9.8 %
  • Germany 9.7 %
  • Italy 8.1 %
  • United States 7.7 %
  • Belgium 5.5 %
  • United Kingdom 5.4 %
  • Sweden 4.4 %
  • Switzerland 4.4 %
  • Austria 2.9 %
  • Canada 1.7 %
  • Other countries 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Spain105.8M €23.26 %
2France93.9M €15.71 %
3Netherlands42.5M €9.77 %
4Germany62.4M €9.70 %
5Italy32M €8.08 %
6United States41.9M €7.67 %
7Belgium11.4M €5.45 %
8United Kingdom21.4M €5.42 %
9Sweden11.1M €4.37 %
10Switzerland11.1M €4.36 %
11Austria1722.4K €2.88 %
12Canada1431.8K €1.72 %
Cite this page

Titelia. "Holdings of DLTV EUROPE, FI". https://titelia.com/en/funds/ESFI5597-0