Titelia

Holdings of TORRENOVA DE INVERSIONES, S.A., SICAV

MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. ·55 declared positions · as of Dec 31, 2025

Original filing · Net assets 1.1B € · Ten largest lines: 25.4 % of the equity sleeve

Sector breakdown

  • Technology 20.3 %
  • Financials 14.7 %
  • Health care 11.7 %
  • Consumer staples 10.2 %
  • Consumer discretionary 8.7 %
  • Materials 7.3 %
  • Communication 6.8 %
  • Industrials 6.7 %
  • Energy 4.2 %
  • Utilities 3.7 %
  • Unattributed 5.6 %

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 56.8 %
  • FR 11.7 %
  • DE 7.0 %
  • ES 6.0 %
  • CH 4.8 %
  • NL 4.8 %
  • GB 3.1 %
  • BE 2.2 %
  • CA 1.7 %
  • TW 1.0 %
  • LU 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US31125.8M €56.85 %
2FR625.8M €11.67 %
3DE415.5M €7.01 %
4ES313.4M €6.05 %
5CH210.6M €4.78 %
6NL310.6M €4.78 %
7GB26.9M €3.14 %
8BE14.8M €2.16 %
9CA13.9M €1.74 %
10TW12.2M €1.00 %
11LU11.8M €0.83 %

Positions

RankCompanySharesValueWeight
1Bank of America Corp 6.5M €0.57 %
2Alphabet Inc 6.3M €0.56 %
3Roche Holding AG 6.1M €0.54 %
4Microsoft Corp 6M €0.53 %
5QUALCOMM Inc 5.6M €0.50 %
6NVIDIA Corp 5.5M €0.49 %
7LVMH Moet Hennessy Louis Vuitton SE 5.3M €0.47 %
8Industria de Diseno Textil SA 5M €0.44 %
9JPMorgan Chase & Co 5M €0.44 %
10S&P Global Inc 5M €0.44 %
11Amazon.com Inc 5M €0.44 %
12Airbus SE 4.9M €0.43 %
13Accenture PLC 4.8M €0.43 %
14Colgate-Palmolive Co 4.8M €0.43 %
15Anheuser-Busch InBev SA/NV 4.8M €0.42 %
16Berkshire Hathaway Inc 4.8M €0.42 %
17Merck & Co Inc 4.7M €0.42 %
18Johnson & Johnson 4.7M €0.42 %
19ING Groep NV 4.6M €0.41 %
20TotalEnergies SE 4.6M €0.41 %
21Palo Alto Networks Inc 4.5M €0.40 %
22Meta Platforms Inc 4.5M €0.40 %
23Nestle SA 4.5M €0.40 %
24Iberdrola SA 4.3M €0.38 %
25Vonovia SE 4.3M €0.38 %
26Deutsche Telekom AG 4.3M €0.38 %
27Danone SA 4.3M €0.38 %
28Coca-Cola Co/The 4.2M €0.37 %
29CaixaBank SA 4M €0.36 %
30Alibaba Group Holding Ltd 4M €0.36 %
31RWE AG 3.9M €0.35 %
32Barrick Mining Corp 3.9M €0.34 %
33National Grid PLC 3.8M €0.34 %
34Elevance Health Inc 3.8M €0.33 %
35Vinci SA 3.8M €0.33 %
36Eli Lilly & Co 3.7M €0.33 %
37Ferrovial SE 3.4M €0.30 %
38Apple Inc 3.3M €0.29 %
39BAE Systems PLC 3.1M €0.28 %
40Schneider Electric SE 3.1M €0.27 %
41Linde PLC 3M €0.27 %
42Thermo Fisher Scientific Inc 3M €0.26 %
43Bayerische Motoren Werke AG 3M €0.26 %
44Broadcom Inc 3M €0.26 %
45Exxon Mobil Corp 3M €0.26 %
46Visa Inc 2.8M €0.25 %
47Freeport-McMoRan Inc 2.8M €0.25 %
48CRH PLC 2.7M €0.24 %
49Workday Inc 2.7M €0.24 %
50Adobe Inc 2.6M €0.23 %
51ASML Holding NV 2.6M €0.23 %
52Taiwan Semiconductor Manufacturing Co Ltd 2.2M €0.20 %
53Oracle Corp 2M €0.18 %
54Tenaris SA 1.8M €0.16 %
55SLB Ltd 1.7M €0.15 %