Titelia

Holdings of MERCHFONDO, FI

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. · Original filing · Compare with another fund · Report an error

Net assets
173.9M € including 160.4M € in equities, 92.2 %
Positions
55 in 12 countries
Top ten
34.3 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Victoria's Secret & Co 8.3M €4.80 %
2Inmode Ltd 7.2M €4.15 %
3Albemarle Corp 7M €4.02 %
4Biogen Inc 6M €3.45 %
5Bank of America Corp 5.9M €3.37 %
6Gilead Sciences Inc 5.6M €3.24 %
7Nestle SA 5.2M €3.01 %
8Vertex Pharmaceuticals Inc 5.2M €2.97 %
9Arcus Biosciences Inc 4.7M €2.68 %
10Sanofi SA 4.5M €2.62 %
11Taiwan Semiconductor Manufacturing Co Ltd 4.5M €2.60 %
12Enphase Energy Inc 4.5M €2.60 %
13Incyte Corp 4.5M €2.56 %
14QUALCOMM Inc 4.3M €2.45 %
15QuantumScape Corp 4.3M €2.45 %
16Intuitive Surgical Inc 4.2M €2.41 %
17On Holding AG 4.2M €2.39 %
18Abercrombie & Fitch Co 4.1M €2.37 %
19L'Oreal SA 4M €2.32 %
20Alibaba Group Holding Ltd 3.9M €2.22 %
21Cognex Corp 3.8M €2.17 %
22Alnylam Pharmaceuticals Inc 3.6M €2.04 %
23Novo Nordisk A/S 3.5M €2.00 %
24FANUC Corp 3.3M €1.88 %
25Renishaw PLC 2.7M €1.57 %
26Roche Holding AG 2.7M €1.56 %
27American Eagle Outfitters Inc 2.7M €1.55 %
28Fevertree Drinks PLC 2.5M €1.43 %
29Coloplast A/S 2.4M €1.38 %
30Corning Inc 2.2M €1.29 %
31Okta Inc 2.2M €1.27 %
32Carl Zeiss Meditec AG 2.2M €1.26 %
33Alphabet Inc 1.9M €1.08 %
34Valeo SE 1.7M €1.00 %
35Citigroup Inc 1.7M €1.00 %
36Cie Financiere Richemont SA 1.7M €0.96 %
37Morgan Stanley 1.6M €0.93 %
38JD.COM INC 1.6M €0.91 %
39Universal Display Corp 1.4M €0.80 %
40Check Point Software Technologies Ltd 1.4M €0.79 %
41Airbnb Inc 1.3M €0.76 %
42Charles Schwab Corp/The 1.1M €0.61 %
43VAT Group AG 1M €0.60 %
44Bayerische Motoren Werke AG 978K €0.56 %
45Canon Inc 954.8K €0.55 %
46Arista Networks Inc 892.4K €0.51 %
47Figma Inc 890.8K €0.51 %
48Veeva Systems Inc 712.7K €0.41 %
49Bristol-Myers Squibb Co 618.5K €0.36 %
50Adobe Inc 610.8K €0.35 %
51Toyota Motor Corp. 604K €0.35 %
52Amadeus IT Group SA 597K €0.34 %
53Contemporary Amperex Technology Co Ltd 553.2K €0.32 %
54Walt Disney Co/The 460.1K €0.26 %
55Honda Motor Co Ltd 285.6K €0.16 %

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Sector breakdown

  • Health care 25.2 %
  • Technology 8.6 %
  • Financials 6.4 %
  • Consumer staples 5.8 %
  • Consumer discretionary 4.7 %
  • Materials 4.4 %
  • Communication 1.5 %
  • Unattributed 43.6 %

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

  • United States 66.8 %
  • Switzerland 9.2 %
  • France 6.4 %
  • Denmark 3.7 %
  • United Kingdom 3.3 %
  • Japan 3.2 %
  • Taiwan 2.8 %
  • Germany 2.0 %
  • Cayman Islands 1.0 %
  • Israel 0.9 %
  • Spain 0.4 %
  • Hong Kong SAR China 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States32107.2M €66.84 %
2Switzerland514.8M €9.23 %
3France310.3M €6.44 %
4Denmark25.9M €3.67 %
5United Kingdom25.2M €3.26 %
6Japan45.1M €3.19 %
7Taiwan14.5M €2.82 %
8Germany23.2M €1.98 %
9Cayman Islands11.6M €0.99 %
10Israel11.4M €0.86 %
11Spain1597K €0.37 %
12Hong Kong SAR China1553.2K €0.34 %
Cite this page

Titelia. "Holdings of MERCHFONDO, FI". https://titelia.com/en/funds/ESFI62-0