Titelia

Holdings of GVC GAESCO CROSSOVER, FI GVC GAESCO CROSSOVER - M&S QUALITY RVI

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

Net assets
15.8M € including 13.5M € in equities, 85.7 %
Positions
65 in 21 countries
Top ten
27.0 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1United Therapeutics Corp 607.5K €3.85 %
2Lenovo Group Ltd 529.8K €3.35 %
3Sanofi SA 525.3K €3.33 %
4JD.com Inc 500.9K €3.17 %
5Alcoa Corp 414.5K €2.62 %
6Ambev SA 388.6K €2.46 %
7Japan Tobacco Inc 355.9K €2.25 %
8Sandoz Group AG 334.6K €2.12 %
9Bekaert SA 304K €1.92 %
10Industria de Diseno Textil SA 302.3K €1.91 %
11Technip Energies NV 298.5K €1.89 %
12YETI Holdings Inc 290K €1.84 %
13Swedish Orphan Biovitrum AB 289.6K €1.83 %
14Coterra Energy Inc 285.8K €1.81 %
15Ipsen SA 276.1K €1.75 %
16Societe BIC SA 273K €1.73 %
17Zoom Communications Inc 249.7K €1.58 %
18Persimmon PLC 242.1K €1.53 %
19CNOOC LTD 233.2K €1.48 %
20Incyte Corp 232.4K €1.47 %
21Stellantis NV 231.2K €1.46 %
22Country Garden Services Holdings Co Ltd 229.3K €1.45 %
23Vesuvius PLC 227K €1.44 %
24Ashmore Group PLC 226.6K €1.43 %
25Yangzijiang Shipbuilding Holdings Ltd 223.8K €1.42 %
26SLB Ltd 217.4K €1.38 %
27ANDRITZ AG 207.3K €1.31 %
28M3, Inc. 204.7K €1.30 %
29Inmode Ltd 201.9K €1.28 %
30Tsingtao Brewery Co Ltd 201.6K €1.28 %
31Cognizant Technology Solutions Corp. 198.8K €1.26 %
32Nokia Oyj 189.4K €1.20 %
33UnitedHealth Group Inc 179.8K €1.14 %
34DR Horton Inc 175.9K €1.11 %
35Novo Nordisk A/S 171.3K €1.08 %
36Weibo Corp 167.9K €1.06 %
37Nice Ltd 163.5K €1.04 %
38Genmab A/S 162.8K €1.03 %
39Tecnoglass Inc 162.3K €1.03 %
40Arca Continental SAB de CV 162K €1.03 %
41Heidelberg Materials AG 158.3K €1.00 %
42Renesas Electronics Corp 156K €0.99 %
43Vale SA 155.2K €0.98 %
44IPSOS SA 154.7K €0.98 %
45Publicis Groupe SA 152.3K €0.96 %
46West Fraser Timber Co Ltd 150.7K €0.95 %
47Ingles Markets Inc 149K €0.94 %
48Oshkosh Corp 148.6K €0.94 %
49Criteo SA 141.5K €0.90 %
50Sony Group Corp 140.1K €0.89 %
51Barco NV 137.3K €0.87 %
52Strategic Education Inc 126.3K €0.80 %
53BayCurrent Inc 123.8K €0.78 %
54Novartis AG 121.8K €0.77 %
55CHINA MOBILE 110.9K €0.70 %
56Lennar Corp 104.1K €0.66 %
57CHAGEE HOLDINGS LTD 99K €0.63 %
58Vipshop Holdings Ltd 96.3K €0.61 %
59Cisco Systems, Inc. 94.4K €0.60 %
60NetEase Inc 58.7K €0.37 %
61Skyworks Solutions Inc 55K €0.35 %
62Grupo Aeroportuario del Sureste SAB de CV 46.8K €0.30 %
63Millrose Properties Inc 7.1K €0.05 %
64Sony Financial Group Inc 5.8K €0.04 %
65Sunny Optical Technology Group Co Ltd 36 €0.00 %

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Sector breakdown

  • Health care 13.6 %
  • Technology 4.7 %
  • Consumer discretionary 4.3 %
  • Energy 3.7 %
  • Materials 2.3 %
  • Communication 1.5 %
  • Unattributed 69.9 %

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 28.3 %
  • France 13.5 %
  • Hong Kong SAR China 9.6 %
  • Japan 7.3 %
  • China 5.4 %
  • United Kingdom 5.1 %
  • Brazil 4.0 %
  • Switzerland 3.4 %
  • Belgium 3.3 %
  • Denmark 2.5 %
  • Spain 2.2 %
  • Sweden 2.1 %
  • Other countries 13.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States193.8M €28.34 %
2France71.8M €13.46 %
3Hong Kong SAR China71.3M €9.61 %
4Japan6986.2K €7.29 %
5China2731.4K €5.41 %
6United Kingdom3695.6K €5.14 %
7Brazil2543.8K €4.02 %
8Switzerland2456.5K €3.37 %
9Belgium2441.2K €3.26 %
10Denmark2334.2K €2.47 %
11Spain1302.3K €2.23 %
12Sweden1289.6K €2.14 %
Cite this page

Titelia. "Holdings of GVC GAESCO CROSSOVER, FI GVC GAESCO CROSSOVER - M&S QUALITY RVI". https://titelia.com/en/funds/ESFI5669-17