Titelia

Holdings of AMOLAP INVERSIONES, SICAV, S.A.

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

Net assets
40.8M € including 16.8M € in equities, 41.2 %
Positions
64 in 13 countries
Top ten
10.8 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1RWE AG 565.8K €1.39 %
2Babcock International Group PLC 498.7K €1.22 %
3Dassault Aviation SA 492.8K €1.21 %
4Airbus SE 456.3K €1.12 %
5Enel SpA 443.9K €1.09 %
6RTX Corp 437.2K €1.07 %
7Construcciones y Auxiliar de Ferrocarriles SA 435.9K €1.07 %
8Thales SA 367.7K €0.90 %
9NextEra Energy Inc 355.4K €0.87 %
10Nestle SA 338.2K €0.83 %
11Intuitive Surgical Inc 337.5K €0.83 %
12Alphabet Inc 333.1K €0.82 %
13Strabag SE 324K €0.79 %
14Kratos Defense & Security Solutions, Inc. 323.1K €0.79 %
15ASML Holding NV 322.5K €0.79 %
16NVIDIA Corp 317.6K €0.78 %
17BAE Systems PLC 314.3K €0.77 %
18Intuit Inc 310.2K €0.76 %
19Ferrovial SE 307K €0.75 %
20Novo Nordisk A/S 304.8K €0.75 %
21Colonial SFL Socimi SA 300.6K €0.74 %
22Apple Inc 289.3K €0.71 %
23Meta Platforms Inc 281K €0.69 %
24Geberit AG 279.5K €0.68 %
25Northrop Grumman Corp 267K €0.65 %
26Roche Holding AG 264.3K €0.65 %
27Goldman Sachs Group Inc/The 261.9K €0.64 %
28Salesforce Inc 259.4K €0.64 %
29Taiwan Semiconductor Manufacturing Co Ltd 258.7K €0.63 %
30Morgan Stanley 257K €0.63 %
31Constellation Energy Corp. 255.7K €0.63 %
32International Business Machines Corp. 252.2K €0.62 %
33Mitsubishi Heavy Industries Ltd 250.6K €0.61 %
34Tokyo Electric Power Co Holdings Inc 250.2K €0.61 %
35Merlin Properties Socimi SA 248.6K €0.61 %
36Microsoft Corp 247.1K €0.61 %
37Cie de Saint-Gobain SA 243.5K €0.60 %
38Citigroup Inc 238.4K €0.58 %
39Shell PLC 236.1K €0.58 %
40First Solar Inc 222.4K €0.55 %
41Intel Corp 219.9K €0.54 %
42Chevron Corp 207.6K €0.51 %
43AeroVironment Inc 205.9K €0.50 %
44Exxon Mobil Corp 204.9K €0.50 %
45Amazon.com Inc 196.5K €0.48 %
46GE Vernova Inc 194.8K €0.48 %
47Shopify Inc 193.2K €0.47 %
48JPMorgan Chase & Co 192K €0.47 %
49Crowdstrike Holdings Inc 187.6K €0.46 %
50HBX Group International PLC 187.5K €0.46 %
51Advanced Micro Devices Inc 182.3K €0.45 %
52Lockheed Martin Corp 180.4K €0.44 %
53Bank of America Corp 177.9K €0.44 %
54Dell Technologies Inc 174.7K €0.43 %
55Naturgy Energy Group SA 171.4K €0.42 %
56Oracle Corp 165.9K €0.41 %
57Equinix Inc 165.7K €0.41 %
58Adobe Inc 163.9K €0.40 %
59Palo Alto Networks Inc 163.9K €0.40 %
60Teladoc Health Inc 143K €0.35 %
61Airtificial Intelligence Structures SA 139.5K €0.34 %
62Elevance Health Inc 104.5K €0.26 %
63Sunrun Inc 101.8K €0.25 %
64Grupo Ezentis SA 39.1K €0.10 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 22.1 %
  • Industrials 12.5 %
  • Utilities 9.6 %
  • Financials 6.7 %
  • Health care 6.0 %
  • Communication 3.7 %
  • Energy 2.6 %
  • Consumer staples 2.0 %
  • Materials 1.4 %
  • Consumer discretionary 1.2 %
  • Real estate 1.0 %
  • Unattributed 31.2 %

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 51.0 %
  • France 9.3 %
  • Spain 9.1 %
  • United Kingdom 6.2 %
  • Switzerland 5.2 %
  • Netherlands 3.7 %
  • Germany 3.4 %
  • Japan 3.0 %
  • Italy 2.6 %
  • Austria 1.9 %
  • Denmark 1.8 %
  • Taiwan 1.5 %
  • Other countries 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States378.6M €51.02 %
2France41.6M €9.28 %
3Spain71.5M €9.06 %
4United Kingdom31M €6.24 %
5Switzerland3882K €5.25 %
6Netherlands2629.5K €3.74 %
7Germany1565.8K €3.36 %
8Japan2500.7K €2.98 %
9Italy1443.9K €2.64 %
10Austria1324K €1.93 %
11Denmark1304.8K €1.81 %
12Taiwan1258.7K €1.54 %
Cite this page

Titelia. "Holdings of AMOLAP INVERSIONES, SICAV, S.A.". https://titelia.com/en/funds/ESSICAV2279-0