Titelia

Holdings of RASEC INVERSIONES, S.A., SICAV

AMUNDI IBERIA, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
69.2M € including 18.7M € in equities, 27.0 %
Positions
71 in 12 countries
Top ten
13.8 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 2.6M €3.71 %
2Banco Santander SA 2.1M €3.09 %
3NVIDIA Corp 984.5K €1.42 %
4Broadcom Inc 775K €1.12 %
5Taiwan Semiconductor Manufacturing Co Ltd 689.8K €1.00 %
6ASML Holding NV 576.8K €0.83 %
7MTU Aero Engines AG 568.5K €0.82 %
8Amazon.com Inc 452K €0.65 %
9JPMorgan Chase & Co 399.2K €0.58 %
10Microsoft Corp 370.6K €0.54 %
11QUALCOMM Inc 319.7K €0.46 %
12Texas Instruments Inc 301.6K €0.44 %
13Apple Inc 248.8K €0.36 %
14Safran SA 246.8K €0.36 %
15AstraZeneca PLC 243.2K €0.35 %
16TECHO HOGAR SOCIMI SL 233.7K €0.34 %
17Barclays PLC 226.2K €0.33 %
18Canadian Pacific Kansas City Ltd 224.4K €0.32 %
19Union Pacific Corp 222.5K €0.32 %
20First Solar Inc 214.6K €0.31 %
21Industria de Diseno Textil SA 212.7K €0.31 %
22Schneider Electric SE 205.5K €0.30 %
23Cisco Systems, Inc. 198.7K €0.29 %
24Intel Corp 193.6K €0.28 %
25Meta Platforms Inc 193.3K €0.28 %
26Curtiss-Wright Corp 187.7K €0.27 %
27Merck & Co Inc 181.1K €0.26 %
28American Express Co 181.1K €0.26 %
29ACS Actividades de Construccion y Servicios SA 178.2K €0.26 %
30Walmart Inc 170.7K €0.25 %
31Laboratorios Farmaceuticos Rovi SA 170.2K €0.25 %
32Gaztransport Et Technigaz SA 168.3K €0.24 %
33Amphenol Corp 167.6K €0.24 %
34Welltower Inc 165.9K €0.24 %
35ING Groep NV 165.7K €0.24 %
36TJX Cos Inc/The 160.2K €0.23 %
37Advanced Micro Devices Inc 158.6K €0.23 %
38Generali 158.4K €0.23 %
39Koninklijke Ahold Delhaize NV 155.2K €0.22 %
40International Business Machines Corp. 151.3K €0.22 %
41Oracle Corp 140.2K €0.20 %
42Cboe Global Markets Inc 137.8K €0.20 %
43Siemens AG 132.7K €0.19 %
44Netflix Inc 131.7K €0.19 %
45Cie Financiere Richemont SA 130.2K €0.19 %
46Endesa SA 128.6K €0.19 %
47Deutsche Telekom AG 127.9K €0.18 %
48Hermes International SCA 127.3K €0.18 %
49NatWest Group PLC 125.9K €0.18 %
50Carlsberg AS 124.4K €0.18 %
51Cheniere Energy Inc 115.9K €0.17 %
52Blackrock Inc 114.8K €0.17 %
53Gilead Sciences Inc 113.9K €0.16 %
54Intesa Sanpaolo SpA 113.9K €0.16 %
55Kingspan Group PLC 111.2K €0.16 %
56Booking Holdings Inc 104.9K €0.15 %
57Lumentum Holdings Inc 102K €0.15 %
58Buzzi SpA 101.4K €0.15 %
59Acciona SA 99.5K €0.14 %
60Siemens Energy AG 99.3K €0.14 %
61Tesco PLC 87.4K €0.13 %
62ABB Ltd 85.9K €0.12 %
63Technip Energies NV 85.4K €0.12 %
64Prosus NV 84.6K €0.12 %
65Danone SA 84.5K €0.12 %
66SAP SE 83.1K €0.12 %
67Rio Tinto PLC 74.5K €0.11 %
68Leonardo SpA 71.8K €0.10 %
69Lam Research Corp 45.2K €0.07 %
70LVMH Moet Hennessy Louis Vuitton SE 45.2K €0.07 %
71Super Micro Computer Inc 28.7K €0.04 %

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Sector breakdown

  • Technology 29.5 %
  • Financials 19.3 %
  • Communication 16.6 %
  • Consumer discretionary 6.6 %
  • Industrials 6.3 %
  • Health care 2.9 %
  • Consumer staples 2.2 %
  • Real estate 0.9 %
  • Energy 0.6 %
  • Materials 0.4 %
  • Unattributed 14.7 %

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 53.5 %
  • Spain 16.9 %
  • Germany 5.4 %
  • Netherlands 5.3 %
  • France 5.2 %
  • United Kingdom 4.1 %
  • Taiwan 3.7 %
  • Italy 2.4 %
  • Canada 1.2 %
  • Switzerland 1.2 %
  • Denmark 0.7 %
  • Ireland 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3310M €53.50 %
2Spain73.2M €16.93 %
3Germany51M €5.41 %
4Netherlands4982.2K €5.26 %
5France7963.1K €5.15 %
6United Kingdom5757.2K €4.05 %
7Taiwan1689.8K €3.69 %
8Italy4445.4K €2.38 %
9Canada1224.4K €1.20 %
10Switzerland2216.1K €1.16 %
11Denmark1124.4K €0.67 %
12Ireland1111.2K €0.60 %
Cite this page

Titelia. "Holdings of RASEC INVERSIONES, S.A., SICAV". https://titelia.com/en/funds/ESSICAV199-0