Titelia

Holdings of ZENTIUS INVERSIONES SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·72 declared positions · as of Dec 31, 2025

Original filing · Net assets 48.2M € · Ten largest lines: 59.9 % of the equity sleeve

Sector breakdown

  • Technology 45.0 %
  • Financials 15.3 %
  • Communication 12.2 %
  • Consumer discretionary 11.1 %
  • Industrials 4.9 %
  • Consumer staples 3.9 %
  • Health care 0.5 %
  • Materials 0.2 %
  • Energy 0.2 %
  • Utilities 0.2 %
  • Unattributed 6.5 %

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 78.5 %
  • TW 6.9 %
  • NL 4.0 %
  • CA 2.9 %
  • DE 2.2 %
  • CH 1.9 %
  • FR 0.9 %
  • GB 0.9 %
  • KY 0.6 %
  • ES 0.4 %
  • BE 0.2 %
  • SE 0.2 %
  • Other countries 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2534.6M €78.47 %
2TW13M €6.87 %
3NL21.7M €3.95 %
4CA11.3M €2.92 %
5DE10973.6K €2.21 %
6CH6846.4K €1.92 %
7FR7407.2K €0.92 %
8GB8397.4K €0.90 %
9KY1272.6K €0.62 %
10ES4196.2K €0.45 %
11BE297.6K €0.22 %
12SE193K €0.21 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 3.4M €6.98 %
2NVIDIA Corp 3.2M €6.59 %
3Amazon.com Inc 3M €6.28 %
4Taiwan Semiconductor Manufacturing Co Ltd 3M €6.28 %
5Oracle Corp 3M €6.17 %
6Meta Platforms Inc 2.9M €6.07 %
7Berkshire Hathaway Inc 2.3M €4.68 %
8Mastercard Inc 2.1M €4.45 %
9Visa Inc 1.8M €3.77 %
10ASML Holding NV 1.7M €3.46 %
11Walmart Inc 1.6M €3.40 %
12ServiceNow Inc 1.6M €3.38 %
13Alphabet Inc 1.6M €3.23 %
14Shopify Inc 1.3M €2.67 %
15Uber Technologies Inc 1.1M €2.35 %
16CoreWeave Inc 945.4K €1.96 %
17Alibaba Group Holding Ltd 902.6K €1.87 %
18MercadoLibre Inc 848.5K €1.76 %
19Spotify Technology SA 818.4K €1.70 %
20IonQ Inc 672K €1.39 %
21GE Vernova Inc 631.3K €1.31 %
22Crowdstrike Holdings Inc 580.8K €1.21 %
23Palo Alto Networks Inc 558K €1.16 %
24Marvell Technology Inc 557.7K €1.16 %
25SAP SE 524.6K €1.09 %
26Galderma Group AG 498.6K €1.03 %
27Synopsys Inc 403.7K €0.84 %
28LEGEND BIOTECH CORP 272.6K €0.57 %
29Siemens AG 99.2K €0.21 %
30Assa Abloy AB 93K €0.19 %
31UBS Group AG 90.1K €0.19 %
32Schneider Electric SE 89.7K €0.19 %
33Roche Holding AG 84.9K €0.18 %
34Cie Financiere Richemont SA 79.3K €0.16 %
35BAE Systems PLC 76.3K €0.16 %
36ING Groep NV 75.7K €0.16 %
37Allianz SE 75.4K €0.16 %
38Barclays PLC 72.9K €0.15 %
39Iberdrola SA 69.9K €0.15 %
40Orange SA 69.8K €0.14 %
41Lonza Group AG 64.7K €0.13 %
42Societe Generale SA 61.6K €0.13 %
43Aviva PLC 60.6K €0.13 %
44Tesco PLC 55.8K €0.12 %
45Deutsche Post AG 55.6K €0.12 %
46NatWest Group PLC 54.5K €0.11 %
47Merlin Properties Socimi SA 54K €0.11 %
48Sanofi SA 53.9K €0.11 %
49Elia Group SA/NV 53.4K €0.11 %
50Industria de Diseno Textil SA 53.3K €0.11 %
51Infineon Technologies AG 52.1K €0.11 %
52Cie de Saint-Gobain SA 47.9K €0.10 %
53UniCredit SpA 46.9K €0.10 %
54Heidelberg Materials AG 45.9K €0.10 %
55Anheuser-Busch InBev SA/NV 44.1K €0.09 %
56TotalEnergies SE 44K €0.09 %
57BASF SE 41.8K €0.09 %
58AXA SA 40.3K €0.08 %
59Novo Nordisk A/S 37.1K €0.08 %
60Jeronimo Martins SGPS SA 33.5K €0.07 %
61Shell PLC 30.1K €0.06 %
62Bayerische Motoren Werke AG 29.5K €0.06 %
63Nestle SA 28.9K €0.06 %
64Merck KGaA 28.8K €0.06 %
65AstraZeneca PLC 28.3K €0.06 %
66Ferrari NV 26.1K €0.05 %
67Siemens Healthineers AG 20.6K €0.04 %
68Puig Brands SA 19K €0.04 %
69Coca-Cola Europacific Partners PLC 18.9K €0.04 %
70Organon & Co 12.5K €0.03 %
71Pfizer Inc 784 €0.00 %
72Viatris Inc 42 €0.00 %