Titelia

Holdings of VALDARBI INVEST, SICAV, SA

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. · Original filing · Compare with another fund · Report an error

Net assets
32.1M € including 25.8M € in equities, 80.3 %
Positions
39 in 11 countries
Top ten
34.8 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 1.7M €5.40 %
2flatexDEGIRO SE 1.6M €4.96 %
3Meta Platforms Inc 1.5M €4.52 %
4Amazon.com Inc 1.1M €3.56 %
5ATALAYA MINING COPPER SA 984.1K €3.07 %
6NewPrinces SpA 930.6K €2.90 %
7ASML Holding NV 888.2K €2.77 %
8Krones AG 859.8K €2.68 %
9Microsoft Corp 806.2K €2.51 %
10Aris Mining Corp 772.6K €2.41 %
11Zeta Global Holdings Corp 763.8K €2.38 %
12Euronext NV 728.4K €2.27 %
13Puig Brands SA 711.4K €2.22 %
14United Rentals Inc 702.1K €2.19 %
15NU Holdings Ltd/Cayman Islands 664.1K €2.07 %
16Eurofins Scientific SE 663.5K €2.07 %
17Oddity Tech Ltd 626.5K €1.95 %
18Universal Health Services Inc 593.2K €1.85 %
19Theon International PLC 582K €1.81 %
20Tasmea Ltd 564.5K €1.76 %
21Dell Technologies Inc 553.7K €1.72 %
22Befesa SA 552.8K €1.72 %
23Lockheed Martin Corp 544.8K €1.70 %
24Industria de Diseno Textil SA 507.5K €1.58 %
25Allison Transmission Holdings Inc 503.2K €1.57 %
26Alibaba Group Holding Ltd 494.9K €1.54 %
27TransMedics Group Inc 451K €1.40 %
28Nagarro SE 441K €1.37 %
29Card Factory PLC 420.2K €1.31 %
30Vidrala SA 417K €1.30 %
31Alkane Resources Ltd 409.5K €1.28 %
32Teleperformance SE 399.7K €1.24 %
33Evolution AB 394.9K €1.23 %
34Global Payments Inc 372.5K €1.16 %
35Coterra Energy Inc 361.6K €1.13 %
36Fiserv Inc 340.8K €1.06 %
37Sanlorenzo SpA/Ameglia 298.8K €0.93 %
38EOG Resources Inc 275.9K €0.86 %
39Matador Resources Co 264K €0.82 %

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Sector breakdown

  • Communication 12.4 %
  • Technology 8.7 %
  • Consumer discretionary 8.3 %
  • Industrials 4.8 %
  • Financials 3.9 %
  • Energy 2.5 %
  • Unattributed 59.4 %

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 49.1 %
  • Germany 13.4 %
  • Netherlands 8.5 %
  • Spain 6.3 %
  • United Kingdom 5.4 %
  • Italy 4.8 %
  • Australia 3.8 %
  • Canada 3.0 %
  • Luxembourg 2.6 %
  • France 1.6 %
  • Sweden 1.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1912.6M €49.08 %
2Germany43.4M €13.38 %
3Netherlands32.2M €8.53 %
4Spain31.6M €6.35 %
5United Kingdom21.4M €5.45 %
6Italy21.2M €4.77 %
7Australia2974.1K €3.78 %
8Canada1772.6K €3.00 %
9Luxembourg1663.5K €2.57 %
10France1399.7K €1.55 %
11Sweden1394.9K €1.53 %
Cite this page

Titelia. "Holdings of VALDARBI INVEST, SICAV, SA". https://titelia.com/en/funds/ESSICAV2578-0