Titelia

Holdings of ANTA QUALITY RENTA VARIABLE GLOBAL, FI

ANTA ASSET MANAGEMENT SGIIC, SOCIEDAD ANÓNIMA ·80 declared positions · as of Dec 31, 2025

Original filing · Net assets 6.4M € · Ten largest lines: 22.3 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 12.5 %
  • Technology 11.7 %
  • Financials 10.5 %
  • Health care 8.3 %
  • Materials 5.0 %
  • Communication 4.5 %
  • Industrials 3.1 %
  • Consumer staples 1.5 %
  • Funds 0.4 %
  • Unattributed 42.4 %

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 50.7 %
  • GB 9.1 %
  • FR 6.9 %
  • DK 4.1 %
  • CA 3.8 %
  • ES 3.3 %
  • AU 3.2 %
  • IE 2.9 %
  • NL 2.3 %
  • TW 2.1 %
  • KR 1.7 %
  • KY 1.7 %
  • Other countries 8.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US393.2M €50.68 %
GB6571.2K €9.10 %
FR5431.2K €6.87 %
DK2260.4K €4.15 %
CA3239.3K €3.81 %
ES4206.1K €3.28 %
AU3197.9K €3.15 %
IE2184.3K €2.94 %
NL3144.7K €2.31 %
TW1129.4K €2.06 %
KR1105.5K €1.68 %
KY2104.8K €1.67 %

Positions

CompanySharesValueWeight
Alphabet Inc 159.9K €2.51 %
Elevance Health Inc 149.2K €2.34 %
Molina Healthcare Inc 147.7K €2.32 %
Airbnb Inc 138.7K €2.18 %
Rio Tinto PLC 137.4K €2.16 %
Booking Holdings Inc 136.8K €2.15 %
Salesforce Inc 135.3K €2.12 %
London Stock Exchange Group PLC 133.4K €2.09 %
Novo Nordisk A/S 130.6K €2.05 %
DSV A/S 129.7K €2.04 %
Taiwan Semiconductor Manufacturing Co Ltd 129.4K €2.03 %
Berkshire Hathaway Inc 128.4K €2.01 %
Meta Platforms Inc 123.6K €1.94 %
Adobe Inc 119.2K €1.87 %
Rightmove PLC 119.1K €1.87 %
CIE Automotive SA 119K €1.87 %
Amazon.com Inc 117.9K €1.85 %
ICON PLC 116.4K €1.83 %
Edenred SE 113.5K €1.78 %
Gaztransport Et Technigaz SA 109.6K €1.72 %
MarketAxess Holdings Inc 108K €1.69 %
Samsung Electronics Co Ltd 105.5K €1.66 %
Copart Inc 100K €1.57 %
Kaspi.KZ JSC 99.8K €1.57 %
Brenntag SE 99.1K €1.56 %
Match Group Inc 96.2K €1.51 %
NVIDIA Corp 95.3K €1.49 %
Constellation Software Inc/Canada 92.4K €1.45 %
Lowe's Cos Inc 92.4K €1.45 %
Fiserv Inc 91.5K €1.44 %
Zoetis Inc 91.1K €1.43 %
Euronext NV 89.6K €1.41 %
Ashtead Group PLC 87.4K €1.37 %
EPAM Systems Inc 87.2K €1.37 %
Microsoft Corp 86.5K €1.36 %
JD.COM INC 85.5K €1.34 %
Canadian National Railway Co 84.2K €1.32 %
Dassault Systemes SE 83.4K €1.31 %
AUB Group Ltd 78.9K €1.24 %
Burford Capital Ltd 75.9K €1.19 %
Visa Inc 74.6K €1.17 %
Centene Corp 70.1K €1.10 %
Murphy USA Inc 68.7K €1.08 %
Ryanair Holdings PLC 68K €1.07 %
Arthur J Gallagher & Co 66.1K €1.04 %
CF Industries Holdings Inc 65.8K €1.03 %
Clarkson PLC 65.6K €1.03 %
LVMH Moet Hennessy Louis Vuitton SE 64.5K €1.01 %
Hemnet Group AB 64K €1.00 %
Canadian Pacific Kansas City Ltd 62.7K €0.98 %
Kering SA 60.2K €0.94 %
Aon PLC 60.1K €0.94 %
Steadfast Group Ltd 60.1K €0.94 %
HCA Healthcare Inc 59.6K €0.94 %
SS&C Technologies Holdings Inc 59.5K €0.93 %
CSL Ltd 58.9K €0.92 %
Sysmex Corp 58.7K €0.92 %
IQVIA Holdings Inc 57.6K €0.90 %
Qualys Inc 56.6K €0.89 %
Alibaba Group Holding Ltd 49.9K €0.78 %
Intercontinental Exchange Inc 41.4K €0.65 %
Roper Technologies Inc 37.9K €0.59 %
Texas Instruments Inc 36.9K €0.58 %
Roche Holding AG 35.2K €0.55 %
Baltic Classifieds Group PLC 34.9K €0.55 %
Vidrala SA 33.1K €0.52 %
Viscofan SA 32K €0.50 %
S&P Global Inc 31.1K €0.49 %
Ryan Specialty Holdings Inc 30.8K €0.48 %
Ameriprise Financial Inc 29.2K €0.46 %
Oxford Instruments PLC 28.2K €0.44 %
Uber Technologies Inc 27.8K €0.44 %
ASML Holding NV 27.6K €0.43 %
Adyen NV 27.5K €0.43 %
Vipshop Holdings Ltd 27.1K €0.43 %
Shin-Etsu Chemical Co Ltd 26.5K €0.42 %
Corticeira Amorim SGPS SA 26.4K €0.41 %
FactSet Research Systems Inc 24.7K €0.39 %
Amadeus IT Group SA 22K €0.35 %
PDD Holdings Inc 19.3K €0.30 %