Titelia

Holdings of INVERCLASSIC INVESTMENT, SICAV SA

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·77 declared positions · as of Dec 31, 2025

Original filing · Net assets 39.6M € · Ten largest lines: 30.7 % of the equity sleeve

Sector breakdown

  • Technology 26.1 %
  • Industrials 19.5 %
  • Financials 14.9 %
  • Consumer discretionary 9.6 %
  • Communication 8.8 %
  • Health care 6.0 %
  • Utilities 4.7 %
  • Consumer staples 3.3 %
  • Energy 1.8 %
  • Materials 0.7 %
  • Unattributed 4.5 %

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 67.3 %
  • FR 7.5 %
  • DE 6.8 %
  • ES 6.5 %
  • IE 5.2 %
  • NL 2.8 %
  • TW 1.4 %
  • IT 1.3 %
  • SG 0.7 %
  • GB 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5214.8M €67.27 %
2FR71.6M €7.46 %
3DE61.5M €6.80 %
4ES41.4M €6.47 %
5IE21.1M €5.20 %
6NL2608.7K €2.77 %
7TW1310.5K €1.41 %
8IT1283.7K €1.29 %
9SG1154.3K €0.70 %
10GB1137.5K €0.63 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 1M €2.56 %
2Ishares Physical Metals PLC 965K €2.44 %
3Amazon.com Inc 845K €2.14 %
4Microsoft Corp 823.5K €2.08 %
5NVIDIA Corp 793.9K €2.01 %
6Iberdrola SA 490.7K €1.24 %
7Meta Platforms Inc 477.7K €1.21 %
8Banco Santander SA 453.2K €1.15 %
9JPMorgan Chase & Co 438.9K €1.11 %
10Walmart Inc 426.8K €1.08 %
11Palantir Technologies Inc 378.3K €0.96 %
12ASML Holding NV 368.6K €0.93 %
13Siemens AG 358.7K €0.91 %
14Allianz SE 351.5K €0.89 %
15Intuitive Surgical Inc 337.5K €0.85 %
16Goldman Sachs Group Inc/The 336.8K €0.85 %
17GE Vernova Inc 333.9K €0.84 %
18Eli Lilly & Co 320.2K €0.81 %
19Caterpillar Inc 317K €0.80 %
20Palo Alto Networks Inc 313.6K €0.79 %
21Taiwan Semiconductor Manufacturing Co Ltd 310.5K €0.78 %
22Apple Inc 300.9K €0.76 %
23Oracle Corp 298.7K €0.75 %
24General Electric Co 288.5K €0.73 %
25UniCredit SpA 283.7K €0.72 %
26Schneider Electric SE 281.9K €0.71 %
27Airbus SE 277.8K €0.70 %
28United Rentals Inc 275.6K €0.70 %
29Advanced Micro Devices Inc 273.5K €0.69 %
30SAP SE 270.9K €0.68 %
31Broadcom Inc 265.2K €0.67 %
32Rocket Lab Corp 261.3K €0.66 %
33LVMH Moet Hennessy Louis Vuitton SE 258K €0.65 %
34Eaton Corp PLC 257.6K €0.65 %
35EssilorLuxottica SA 256.4K €0.65 %
36International Business Machines Corp. 252.2K €0.64 %
37Banco Bilbao Vizcaya Argentaria SA 250.6K €0.63 %
38Citigroup Inc 248.4K €0.63 %
39Vertiv Holdings Co 248.3K €0.63 %
40Johnson & Johnson 246.7K €0.62 %
41AXA SA 245.8K €0.62 %
42Howmet Aerospace Inc 244.4K €0.62 %
43Morgan Stanley 241.8K €0.61 %
44ING Groep NV 240.1K €0.61 %
45Netflix Inc 239.5K €0.61 %
46Crowdstrike Holdings Inc 239.4K €0.61 %
47Industria de Diseno Textil SA 225.4K €0.57 %
48Arista Networks Inc 223.1K €0.56 %
49Honeywell International Inc 215.9K €0.55 %
50McDonald's Corp. 208.2K €0.53 %
51Deutsche Telekom AG 207.5K €0.52 %
52NextEra Energy Inc 205K €0.52 %
53Exxon Mobil Corp 204.9K €0.52 %
54Cloudflare Inc 201.4K €0.51 %
55SLB Ltd 196.1K €0.50 %
56Constellation Energy Corp. 180.5K €0.46 %
57Quanta Services Inc 179.7K €0.45 %
58Johnson Controls International plc 175.9K €0.44 %
59Hermes International SCA 169.8K €0.43 %
60Snowflake Inc 168.1K €0.42 %
61Vistra Corp 164.8K €0.42 %
62Boston Scientific Corp 162.4K €0.41 %
63Booking Holdings Inc 159.6K €0.40 %
64BASF SE 158.6K €0.40 %
65Emerson Electric Co. 158.2K €0.40 %
66Flex Ltd 154.3K €0.39 %
67Alibaba Group Holding Ltd 149.8K €0.38 %
68Visa Inc 149.3K €0.38 %
69Coca-Cola Co/The 148.8K €0.38 %
70L'Oreal SA 146.6K €0.37 %
71Siemens Energy AG 144.5K €0.37 %
72BAE Systems PLC 137.5K €0.35 %
73Uber Technologies Inc 125.2K €0.32 %
74ServiceNow Inc 97.8K €0.25 %
75NIKE Inc 86.8K €0.22 %
76Mastercard Inc 24.3K €0.06 %
77Solstice Advanced Materials Inc 13.4K €0.03 %