Titelia

Holdings of CAIXABANK COMUNICACION MUNDIAL, FI

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
1.4B € including 1.2B € in equities, 88.5 %
Positions
76 in 12 countries
Top ten
55.6 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 139.8M €9.99 %
2Microsoft Corp 136.7M €9.77 %
3Meta Platforms Inc 131.5M €9.40 %
4Alphabet Inc 77.5M €5.54 %
5Alphabet Inc 77.5M €5.54 %
6Apple Inc 64.9M €4.64 %
7Broadcom Inc 57.3M €4.10 %
8Netflix Inc 32.7M €2.34 %
9Oracle Corp 31.4M €2.24 %
10Taiwan Semiconductor Manufacturing Co Ltd 28M €2.00 %
11Intel Corp 27.1M €1.94 %
12Amazon.com Inc 24.6M €1.76 %
13Walt Disney Co/The 21M €1.50 %
14International Business Machines Corp. 20.5M €1.46 %
15Palantir Technologies Inc 18.4M €1.32 %
16Micron Technology Inc 18.1M €1.29 %
17Alibaba Group Holding Ltd 17.1M €1.22 %
18Orange SA 16.8M €1.20 %
19Verizon Communications Inc 15.2M €1.09 %
20Prosus NV 14.5M €1.04 %
21AT&T Inc 14.4M €1.03 %
22Adobe Inc 13.3M €0.95 %
23Cisco Systems, Inc. 11.9M €0.85 %
24ASML Holding NV 11.7M €0.84 %
25Deutsche Telekom AG 11.6M €0.83 %
26Advanced Micro Devices Inc 11.6M €0.83 %
27SAP SE 10.5M €0.75 %
28Mastercard Inc 10.4M €0.74 %
29PayPal Holdings Inc 10.3M €0.73 %
30Comcast Corp 10.1M €0.72 %
31Visa Inc 9.8M €0.70 %
32Fujitsu Ltd 9.8M €0.70 %
33Salesforce Inc 9.5M €0.68 %
34Palo Alto Networks Inc 9.3M €0.67 %
35QUALCOMM Inc 9M €0.64 %
36SoftBank Group Corp 8.4M €0.60 %
37Applied Materials Inc 7.7M €0.55 %
38Western Digital Corp 6.6M €0.48 %
39Amadeus IT Group SA 6M €0.43 %
40T-Mobile US Inc 6M €0.43 %
41Nintendo Co Ltd 5.3M €0.38 %
42Accenture PLC 5.3M €0.38 %
43Texas Instruments Inc 5.2M €0.37 %
44Fortinet Inc 4M €0.29 %
45Sony Group Corp 3.9M €0.28 %
46KDDI Corp 3.6M €0.26 %
47Sandisk Corp/DE 3.1M €0.22 %
48Tencent Holdings Ltd 3M €0.22 %
49Marvell Technology Inc 2.6M €0.18 %
50Telefonaktiebolaget LM Ericsson 2.3M €0.17 %
51Corning Inc 2.3M €0.16 %
52Cellnex Telecom SA 2.3M €0.16 %
53Vodafone Group PLC 2.2M €0.16 %
54Keyence Corp 2M €0.14 %
55Dassault Systemes SE 1.9M €0.13 %
56Cognizant Technology Solutions Corp. 1.8M €0.13 %
57NXP Semiconductors NV 1.8M €0.13 %
58Koninklijke KPN NV 1.8M €0.13 %
59Nokia Oyj 1.7M €0.12 %
60Publicis Groupe SA 1.7M €0.12 %
61FUJIFILM Holdings Corp 1.6M €0.12 %
62HP Inc 1.4M €0.10 %
63Charter Communications, Inc. 1.3M €0.09 %
64Telefonica SA 1.2M €0.09 %
65BT Group PLC 1.1M €0.08 %
66Canon Inc 977.8K €0.07 %
67Capgemini SE 905.1K €0.06 %
68Infineon Technologies AG 731.2K €0.05 %
69Murata Manufacturing Co Ltd 699.2K €0.05 %
70Akamai Technologies Inc 638.2K €0.05 %
71ProSiebenSat.1 Media SE 505K €0.04 %
72WPP PLC 480.4K €0.03 %
73Sony Financial Group Inc 161.6K €0.01 %
74Sabre Corp 56.5K €0.00 %
75Telecom Italia SpA/Milano 48.9K €0.00 %
76STMicroelectronics NV 47.6K €0.00 %

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Sector breakdown

  • Technology 54.3 %
  • Communication 36.4 %
  • Consumer discretionary 3.4 %
  • Financials 2.5 %
  • Unattributed 3.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • EUR 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 87.1 %
  • Japan 2.9 %
  • Netherlands 2.4 %
  • Taiwan 2.3 %
  • Germany 1.9 %
  • France 1.7 %
  • Spain 0.8 %
  • United Kingdom 0.3 %
  • Hong Kong SAR China 0.2 %
  • Sweden 0.2 %
  • Finland 0.1 %
  • Italy 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States421.1B €87.14 %
2Japan1036.5M €2.94 %
3Netherlands429.8M €2.41 %
4Taiwan128M €2.26 %
5Germany423.3M €1.88 %
6France421.3M €1.72 %
7Spain39.5M €0.76 %
8United Kingdom33.8M €0.31 %
9Hong Kong SAR China13M €0.25 %
10Sweden12.3M €0.19 %
11Finland11.7M €0.14 %
12Italy296.5K €0.01 %
Cite this page

Titelia. "Holdings of CAIXABANK COMUNICACION MUNDIAL, FI". https://titelia.com/en/funds/ESFI923-0