Titelia

Holdings of RENTA 4 GLOBAL, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·50 declared positions · as of Dec 31, 2025

Original filing · Net assets 18.8M € · Ten largest lines: 37.5 % of the equity sleeve

Sector breakdown

  • Technology 31.5 %
  • Consumer discretionary 12.4 %
  • Health care 10.8 %
  • Industrials 7.5 %
  • Materials 4.5 %
  • Communication 3.8 %
  • Utilities 1.8 %
  • Unattributed 27.6 %

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 55.3 %
  • CH 16.6 %
  • FR 10.4 %
  • NL 5.3 %
  • ES 5.2 %
  • GB 4.9 %
  • DK 2.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US276.9M €55.29 %
2CH82.1M €16.62 %
3FR51.3M €10.35 %
4NL2663.9K €5.34 %
5ES3646.2K €5.19 %
6GB3606.1K €4.87 %
7DK2291.1K €2.34 %

Positions

RankCompanySharesValueWeight
1Micron Technology Inc 607.5K €3.23 %
2Hermes International SCA 530.5K €2.82 %
3Roche Holding AG 493.7K €2.63 %
4Eli Lilly & Co 484.9K €2.58 %
5NVIDIA Corp 476.3K €2.53 %
6ASML Holding NV 460.7K €2.45 %
7Broadcom Inc 442K €2.35 %
8Schindler Holding AG 417.9K €2.22 %
9Amazon.com Inc 393K €2.09 %
10Lam Research Corp 364.3K €1.94 %
11Alphabet Inc 360.7K €1.92 %
12Microsoft Corp 329.4K €1.75 %
13International Consolidated Airlines Group SA 284.9K €1.52 %
14Industria de Diseno Textil SA 281.7K €1.50 %
15Galderma Group AG 278.7K €1.48 %
16Schneider Electric SE 258.4K €1.37 %
17Repsol SA 254.8K €1.36 %
18Southern Copper Corp 250.8K €1.33 %
193M Co 245.3K €1.30 %
20Caterpillar Inc 243.9K €1.30 %
21Applied Materials Inc 240.7K €1.28 %
22Crowdstrike Holdings Inc 239.4K €1.27 %
23Barry Callebaut AG 238.5K €1.27 %
24Ulta Beauty Inc 231.8K €1.23 %
25AeroVironment Inc 226.5K €1.20 %
26Constellation Energy Corp. 225.6K €1.20 %
27Partners Group Holding AG 211.1K €1.12 %
28Wolters Kluwer NV 203.2K €1.08 %
29AbbVie Inc 194.5K €1.03 %
30Adobe Inc 193.7K €1.03 %
31Legrand SA 190.9K €1.02 %
32Advanced Micro Devices Inc 182.3K €0.97 %
33SMG Swiss Marketplace Group AG 175.7K €0.93 %
34QUALCOMM Inc 174.7K €0.93 %
35Novo Nordisk A/S 173.3K €0.92 %
36International Flavors & Fragrances Inc 172.1K €0.92 %
37Watches of Switzerland Group PLC 163K €0.87 %
38Air Liquide SA 160.3K €0.85 %
39ARM Holdings PLC 158.2K €0.84 %
40Salesforce Inc 157.9K €0.84 %
41Geberit AG 153.1K €0.81 %
42Cie de Saint-Gobain SA 147.8K €0.79 %
43Ambu A/S 117.8K €0.63 %
44Meta Platforms Inc 112.4K €0.60 %
45Cellnex Telecom SA 109.7K €0.58 %
46MercadoLibre Inc 102.9K €0.55 %
47Chocoladefabriken Lindt & Spruengli AG 99.6K €0.53 %
48CoreWeave Inc 91.4K €0.49 %
49Newmont Corp 85K €0.45 %
50Oracle Corp 49.8K €0.26 %