Titelia

Holdings of BIZCOCHERO INVERSIONES, SICAV S.A.

A&G FONDOS, SGIIC, SA · Original filing · Compare with another fund · Report an error

Net assets
20.4M € including 3.2M € in equities, 15.7 %
Positions
49 in 13 countries
Top ten
6.7 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Palantir Technologies Inc 211.9K €1.04 %
2Alphabet Inc 202.5K €0.99 %
3NVIDIA Corp 174.7K €0.86 %
4Tesla Inc 153.2K €0.75 %
5Befesa SA 132.8K €0.65 %
6Tubacex SA 130.1K €0.64 %
7Ayvens SA 103K €0.51 %
8Tencent Holdings Ltd 91.2K €0.45 %
9DHT Holdings Inc 83.2K €0.41 %
10Microsoft Corp 82.4K €0.40 %
11Brookfield Corp 76.2K €0.37 %
12Mastercard Inc 72.9K €0.36 %
13LVMH Moet Hennessy Louis Vuitton SE 71K €0.35 %
14ASML Holding NV 64.5K €0.32 %
15Zegona Communications plc 63.9K €0.31 %
16AST SpaceMobile Inc 61.8K €0.30 %
17Siemens Energy AG 60.2K €0.30 %
18Amazon.com Inc 59K €0.29 %
19AutoZone Inc 57.8K €0.28 %
20AppLovin Corp 57.4K €0.28 %
21Meta Platforms Inc 56.2K €0.28 %
22GE Vernova Inc 55.6K €0.27 %
23Novo Nordisk A/S 52.3K €0.26 %
24Taiwan Semiconductor Manufacturing Co Ltd 51.7K €0.25 %
25KLA Corp 51.7K €0.25 %
26Avolta AG 50.7K €0.25 %
27Thermo Fisher Scientific Inc 49.3K €0.24 %
28McKesson Corp 48.9K €0.24 %
29Mettler-Toledo International Inc 47.5K €0.23 %
30LPL Financial Holdings Inc 45.6K €0.22 %
31Booking Holdings Inc 45.6K €0.22 %
32Safran SA 44.6K €0.22 %
33Costco Wholesale Corp 44.1K €0.22 %
34Secure Waste Infrastructure Corp 43K €0.21 %
35Oklo Inc 42.8K €0.21 %
36Intercontinental Exchange Inc 41.4K €0.20 %
37International Seaways Inc 41.3K €0.20 %
38Adyen NV 41.3K €0.20 %
39Constellation Software Inc/Canada 41.1K €0.20 %
40Netflix Inc 39.9K €0.20 %
41Strategy Inc 38.8K €0.19 %
42IonQ Inc 38.2K €0.19 %
43Expand Energy Corp 37.6K €0.18 %
44Frontline PLC 37.2K €0.18 %
45MercadoLibre Inc 34.3K €0.17 %
46Sea Ltd 32.6K €0.16 %
47IDEXX Laboratories Inc 28.8K €0.14 %
48OCI NV 10.1K €0.05 %
49Kosmos Energy Ltd 4.6K €0.02 %

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Sector breakdown

  • Technology 24.1 %
  • Consumer discretionary 14.1 %
  • Communication 12.2 %
  • Financials 8.7 %
  • Health care 7.1 %
  • Industrials 5.0 %
  • Consumer staples 1.4 %
  • Energy 1.2 %
  • Unattributed 26.3 %

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 59.8 %
  • France 6.8 %
  • Germany 6.0 %
  • Canada 5.0 %
  • Spain 4.1 %
  • Marshall Islands 3.9 %
  • Netherlands 3.6 %
  • Cayman Islands 2.8 %
  • United Kingdom 2.0 %
  • Denmark 1.6 %
  • Taiwan 1.6 %
  • Switzerland 1.6 %
  • Other countries 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States291.9M €59.79 %
2France3218.5K €6.82 %
3Germany2193K €6.02 %
4Canada3160.2K €5.00 %
5Spain1130.1K €4.06 %
6Marshall Islands2124.5K €3.88 %
7Netherlands3115.8K €3.61 %
8Cayman Islands191.2K €2.85 %
9United Kingdom163.9K €1.99 %
10Denmark152.3K €1.63 %
11Taiwan151.7K €1.61 %
12Switzerland150.7K €1.58 %
Cite this page

Titelia. "Holdings of BIZCOCHERO INVERSIONES, SICAV S.A.". https://titelia.com/en/funds/ESSICAV2749-0