Titelia

Holdings of EVALEXANA, SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·67 declared positions · as of Dec 31, 2025

Original filing · Net assets 31.3M € · Ten largest lines: 36.9 % of the equity sleeve

Sector breakdown

  • Technology 31.2 %
  • Financials 18.3 %
  • Industrials 9.1 %
  • Communication 8.5 %
  • Consumer discretionary 8.1 %
  • Health care 7.2 %
  • Consumer staples 5.0 %
  • Energy 2.8 %
  • Materials 1.5 %
  • Utilities 1.3 %
  • Real estate 1.2 %
  • Unattributed 5.7 %

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 61.3 %
  • DE 9.0 %
  • GB 7.1 %
  • NL 5.7 %
  • CH 4.6 %
  • ES 3.8 %
  • FR 3.7 %
  • TW 2.0 %
  • IT 1.0 %
  • SE 0.8 %
  • BE 0.6 %
  • DK 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US353.6M €61.34 %
2DE7519.8K €8.97 %
3GB7410.6K €7.08 %
4NL2328.4K €5.67 %
5CH5268.7K €4.64 %
6ES3217.5K €3.75 %
7FR3212.3K €3.66 %
8TW1113.8K €1.96 %
9IT160.6K €1.05 %
10SE143.6K €0.75 %
11BE136.8K €0.64 %
12DK128.6K €0.49 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 343.2K €1.10 %
2Amazon.com Inc 289.1K €0.92 %
3Alphabet Inc 286K €0.91 %
4NVIDIA Corp 273.5K €0.87 %
5ASML Holding NV 202.7K €0.65 %
6Apple Inc 192.5K €0.62 %
7Meta Platforms Inc 157.8K €0.50 %
8Bank of America Corp 136.8K €0.44 %
9Charles Schwab Corp/The 129.2K €0.41 %
10JPMorgan Chase & Co 128.3K €0.41 %
11AMETEK Inc 127.7K €0.41 %
12ING Groep NV 125.7K €0.40 %
13Taiwan Semiconductor Manufacturing Co Ltd 113.8K €0.36 %
14Barclays PLC 113.7K €0.36 %
15SAP SE 106.1K €0.34 %
16Schneider Electric SE 100.5K €0.32 %
17Roche Holding AG 100.4K €0.32 %
18Palo Alto Networks Inc 97.3K €0.31 %
19Industria de Diseno Textil SA 95.3K €0.30 %
20Morgan Stanley 94.4K €0.30 %
21Walmart Inc 88.2K €0.28 %
22Infineon Technologies AG 85.2K €0.27 %
23Exxon Mobil Corp 85K €0.27 %
24Siemens AG 84.7K €0.27 %
25BAE Systems PLC 82.5K €0.26 %
26Allianz SE 82K €0.26 %
27Sanofi SA 79.5K €0.25 %
28Iberdrola SA 76.6K €0.25 %
293M Co 73.3K €0.23 %
30Coca-Cola Co/The 73.2K €0.23 %
31Broadcom Inc 73K €0.23 %
32Prologis Inc 69.6K €0.22 %
33Bayerische Motoren Werke AG 68.6K €0.22 %
34Thermo Fisher Scientific Inc 66.6K €0.21 %
35Pfizer Inc 64.4K €0.21 %
36Micron Technology Inc 62.7K €0.20 %
37Delta Air Lines Inc 61.1K €0.20 %
38UniCredit SpA 60.6K €0.19 %
39Visa Inc 54.6K €0.17 %
40Colgate-Palmolive Co 49.2K €0.16 %
41General Motors Co 48.8K €0.16 %
42BASF SE 48.3K €0.15 %
43Walt Disney Co/The 48.3K €0.15 %
44UBS Group AG 48.1K €0.15 %
45Shell PLC 46.5K €0.15 %
46Salesforce Inc 46.4K €0.15 %
47NatWest Group PLC 45.7K €0.15 %
48Merlin Properties Socimi SA 45.6K €0.15 %
49Eastman Chemical Co 45.2K €0.14 %
50Siemens Healthineers AG 44.9K €0.14 %
51Tesco PLC 44.7K €0.14 %
52Arista Networks Inc 43.8K €0.14 %
53Assa Abloy AB 43.6K €0.14 %
54US Bancorp 42.7K €0.14 %
55Otis Worldwide Corp 42.4K €0.14 %
56Nestle SA 42K €0.13 %
57Lonza Group AG 41.6K €0.13 %
58Amphenol Corp 41.5K €0.13 %
59Nucor Corp 41.4K €0.13 %
60Xylem Inc/NY 40.2K €0.13 %
61Segro PLC 39.5K €0.13 %
62AstraZeneca PLC 38.1K €0.12 %
63Vertex Pharmaceuticals Inc 37.4K €0.12 %
64Anheuser-Busch InBev SA/NV 36.8K €0.12 %
65Cie Financiere Richemont SA 36.6K €0.12 %
66TotalEnergies SE 32.2K €0.10 %
67Novo Nordisk A/S 28.6K €0.09 %