Titelia

Holdings of 1948 INVERSIONS, SICAV S.A.

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

Net assets
129.9M € including 128.3M € in equities, 98.8 %
Positions
75 in 12 countries
Top ten
48.9 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 12.5M €9.61 %
2Berkshire Hathaway Inc 9.6M €7.36 %
3Alphabet Inc 8.5M €6.56 %
4Microsoft Corp 7.1M €5.50 %
5Amazon.com Inc 6.5M €4.99 %
6Meta Platforms Inc 6.3M €4.84 %
7Taiwan Semiconductor Manufacturing Co Ltd 4.1M €3.16 %
8Industria de Diseno Textil SA 3M €2.34 %
9Hitachi Ltd 3M €2.31 %
10Sony Group Corp 2.9M €2.26 %
11Fast Retailing Co Ltd 2.9M €2.22 %
12Safran SA 2.4M €1.82 %
13ASML Holding NV 2.3M €1.77 %
14Walmart Inc 2.2M €1.71 %
15Iberdrola SA 2.1M €1.61 %
16Banco Bilbao Vizcaya Argentaria SA 2M €1.55 %
17Repsol SA 2M €1.55 %
18CaixaBank SA 1.8M €1.39 %
19International Consolidated Airlines Group SA 1.7M €1.32 %
20Hilton Worldwide Holdings Inc 1.6M €1.23 %
21Intuitive Surgical Inc 1.6M €1.22 %
22Advanced Micro Devices Inc 1.5M €1.19 %
23Banco Santander SA 1.5M €1.12 %
24McDonald's Corp. 1.4M €1.09 %
25LVMH Moet Hennessy Louis Vuitton SE 1.4M €1.09 %
26Banco de Sabadell SA 1.4M €1.06 %
27Home Depot Inc/The 1.4M €1.05 %
28Air Liquide SA 1.3M €0.99 %
29L'Oreal SA 1.3M €0.97 %
30Coca-Cola Co/The 1.2M €0.96 %
31Starbucks Corp 1.2M €0.92 %
32Broadcom Inc 1.2M €0.92 %
33Leonardo SpA 1.1M €0.87 %
34Johnson & Johnson 1.1M €0.84 %
35Indra Sistemas SA 1.1M €0.81 %
36Novartis AG 1.1M €0.81 %
37General Electric Co 1M €0.81 %
38Micron Technology Inc 986.6K €0.76 %
39Apple Inc 960.6K €0.74 %
40Vinci SA 936.4K €0.72 %
41Palantir Technologies Inc 926.2K €0.71 %
42Mastercard Inc 899.2K €0.69 %
43Rolls-Royce Holdings PLC 878.3K €0.68 %
44Merlin Properties Socimi SA 844K €0.65 %
45Rheinmetall AG 807K €0.62 %
46Toyota Motor Corp. 802.9K €0.62 %
47Visa Inc 783.8K €0.60 %
48Allianz SE 742K €0.57 %
49Prosus NV 737.2K €0.57 %
50Tokyo Electron Ltd 720.3K €0.55 %
51Advantest Corp 718.5K €0.55 %
52RTX Corp 710.8K €0.55 %
53Tesla Inc 698K €0.54 %
54Crowdstrike Holdings Inc 693.6K €0.53 %
55Prologis Inc 684.7K €0.53 %
56JPMorgan Chase & Co 649.4K €0.50 %
57Boeing Co/The 614.6K €0.47 %
58EssilorLuxottica SA 588.9K €0.45 %
59SAP SE 578.2K €0.45 %
60Saab AB 529.5K €0.41 %
61Honda Motor Co Ltd 494.2K €0.38 %
62Oracle Corp 485.6K €0.37 %
63Salesforce Inc 451.1K €0.35 %
64Mitsui Fudosan Co Ltd 450.2K €0.35 %
65Danone SA 441.5K €0.34 %
66BAE Systems PLC 403.7K €0.31 %
67Roche Holding AG 361.7K €0.28 %
68Abbott Laboratories 349.7K €0.27 %
69Tokyo Tatemono Co Ltd 314.3K €0.24 %
70BYD Co Ltd 219.8K €0.17 %
71Thales SA 160.9K €0.12 %
72Sony Financial Group Inc 121K €0.09 %
73Sandoz Group AG 110.9K €0.09 %
74YAMABIKO Corp 82.4K €0.06 %
75Hilton Grand Vacations Inc 53.7K €0.04 %

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Sector breakdown

  • Technology 27.5 %
  • Consumer discretionary 16.5 %
  • Communication 14.4 %
  • Financials 14.0 %
  • Industrials 8.4 %
  • Consumer staples 4.0 %
  • Health care 3.9 %
  • Utilities 1.6 %
  • Materials 1.0 %
  • Real estate 0.5 %
  • Unattributed 8.1 %

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 59.2 %
  • Spain 12.3 %
  • Japan 9.8 %
  • France 6.6 %
  • Taiwan 3.2 %
  • Netherlands 2.4 %
  • United Kingdom 2.3 %
  • Germany 1.7 %
  • Switzerland 1.2 %
  • Italy 0.9 %
  • Sweden 0.4 %
  • Hong Kong SAR China 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States3276M €59.19 %
2Spain915.7M €12.25 %
3Japan1112.5M €9.75 %
4France88.5M €6.59 %
5Taiwan14.1M €3.20 %
6Netherlands23M €2.37 %
7United Kingdom33M €2.34 %
8Germany32.1M €1.66 %
9Switzerland31.5M €1.19 %
10Italy11.1M €0.88 %
11Sweden1529.5K €0.41 %
12Hong Kong SAR China1219.8K €0.17 %
Cite this page

Titelia. "Holdings of 1948 INVERSIONS, SICAV S.A.". https://titelia.com/en/funds/ESSICAV1480-0