Titelia

Holdings of DIUKES GLOBAL SELECTION FUND, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·39 declared positions · as of Dec 31, 2025

Original filing · Net assets 40.6M € · Ten largest lines: 50.3 % of the equity sleeve

Sector breakdown

  • Technology 20.9 %
  • Health care 19.3 %
  • Consumer discretionary 11.7 %
  • Financials 11.3 %
  • Communication 7.9 %
  • Utilities 3.5 %
  • Industrials 3.5 %
  • Consumer staples 2.4 %
  • Unattributed 19.6 %

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

  • US 61.2 %
  • ES 16.2 %
  • NL 5.4 %
  • FR 4.9 %
  • CH 4.7 %
  • GB 4.3 %
  • DE 3.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2224.2M €61.23 %
2ES66.4M €16.24 %
3NL22.2M €5.44 %
4FR21.9M €4.87 %
5CH31.9M €4.75 %
6GB21.7M €4.35 %
7DE21.2M €3.12 %

Positions

RankCompanySharesValueWeight
1Izertis SA 3.3M €8.17 %
2Alphabet Inc 2.4M €5.86 %
3Amazon.com Inc 2.1M €5.23 %
4ASML Holding NV 2.1M €5.17 %
5NVIDIA Corp 2M €5.02 %
6Renta 4 Banco, S.A. 1.7M €4.26 %
7UnitedHealth Group Inc 1.7M €4.19 %
8LVMH Moet Hennessy Louis Vuitton SE 1.5M €3.74 %
9Crowdstrike Holdings Inc 1.5M €3.71 %
10Microsoft Corp 1.5M €3.58 %
11JPMorgan Chase & Co 1.5M €3.58 %
12Pfizer Inc 1.2M €3.02 %
13Palo Alto Networks Inc 1.1M €2.82 %
14Blackrock Inc 1.1M €2.75 %
15BYTETRAVEL SA 1.1M €2.68 %
16Visa Inc 1M €2.47 %
17Waste Management Inc 968.7K €2.38 %
18Unilever PLC 940.6K €2.31 %
19Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 890.5K €2.19 %
20Roche Holding AG 850.9K €2.09 %
21AstraZeneca PLC 777.7K €1.91 %
22Constellation Energy Corp. 772K €1.90 %
23Meta Platforms Inc 732.8K €1.80 %
24Novartis AG 718.2K €1.77 %
25AbbVie Inc 707.9K €1.74 %
26GE HealthCare Technologies Inc 642.5K €1.58 %
27Clean Harbors Inc 619.4K €1.52 %
28NextEra Energy Inc 618.3K €1.52 %
29Amgen Inc 598.6K €1.47 %
30NIKE Inc 523.8K €1.29 %
31Alibaba Group Holding Ltd 466.1K €1.15 %
32Vinci SA 403.5K €0.99 %
33Thermo Fisher Scientific Inc 385.3K €0.95 %
34adidas AG 340.8K €0.84 %
35On Holding AG 307.3K €0.76 %
36Ecolumber S.A. 129.6K €0.32 %
37NATAC NATURAL INGRED 127.8K €0.31 %
38Magnum Ice Cream Co NV/The 50.8K €0.13 %
39Revenga Ingenieros SA 18.9K €0.05 %