Titelia

Holdings of GLOBAL SAGOS, SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·45 declared positions · as of Dec 31, 2025

Original filing · Net assets 24.7M € · Ten largest lines: 56.1 % of the equity sleeve

Sector breakdown

  • Technology 29.8 %
  • Financials 20.8 %
  • Industrials 15.3 %
  • Consumer discretionary 9.3 %
  • Communication 6.9 %
  • Health care 2.1 %
  • Materials 0.9 %
  • Unattributed 14.9 %

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 66.2 %
  • JP 7.6 %
  • FR 7.3 %
  • CA 4.2 %
  • SE 3.6 %
  • ES 3.5 %
  • NL 2.3 %
  • TW 1.9 %
  • HK 1.1 %
  • DK 1.1 %
  • DE 0.9 %
  • KY 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2614.8M €66.23 %
2JP51.7M €7.61 %
3FR31.6M €7.34 %
4CA1943K €4.21 %
5SE2814.4K €3.63 %
6ES1784.7K €3.50 %
7NL1512.3K €2.29 %
8TW1432.4K €1.93 %
9HK1247.7K €1.10 %
10DK1236K €1.05 %
11DE1194.2K €0.87 %
12KY255.5K €0.25 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 2.1M €8.46 %
2Alphabet Inc 1.5M €6.26 %
3Capital One Financial Corp 1.5M €6.08 %
4Microsoft Corp 1.4M €5.63 %
5NVIDIA Corp 1.4M €5.52 %
6Berkshire Hathaway Inc 1.1M €4.45 %
7Mitsui & Co Ltd 1M €4.14 %
8Shopify Inc 943K €3.82 %
9S&P Global Inc 821K €3.32 %
10Schneider Electric SE 809.2K €3.28 %
11Crowdstrike Holdings Inc 797.8K €3.23 %
12Almirall SA 784.7K €3.18 %
13BWX Technologies Inc 625.1K €2.53 %
14Palo Alto Networks Inc 578.4K €2.34 %
15ASML Holding NV 512.3K €2.07 %
16Safran SA 493.1K €2.00 %
17Equifax Inc 478.6K €1.94 %
18Investor AB 454.8K €1.84 %
19Murata Manufacturing Co Ltd 441.2K €1.79 %
20Taiwan Semiconductor Manufacturing Co Ltd 432.4K €1.75 %
21Oklo Inc 424.1K €1.72 %
22ServiceNow Inc 359.8K €1.46 %
23EQT AB 359.6K €1.46 %
24Thales SA 343.1K €1.39 %
25Centrus Energy Corp 334.7K €1.36 %
26Contemporary Amperex Technology Co Ltd 247.7K €1.00 %
27Circle Internet Group Inc 238.3K €0.97 %
28Novo Nordisk A/S 236K €0.96 %
29Eli Lilly & Co 236K €0.96 %
30Interactive Brokers Group Inc 224.8K €0.91 %
31BASF SE 194.2K €0.79 %
32Bank of New York Mellon Corp/The 182.8K €0.74 %
33Blackrock Inc 171.2K €0.69 %
34PayPal Holdings Inc 128.7K €0.52 %
35Sumitomo Metal Mining Co Ltd 114.1K €0.46 %
36NuScale Power Corp 87.5K €0.35 %
37TDK Corp 73.5K €0.30 %
38Coherent Corp 62.5K €0.25 %
39Sekisui Chemical Co Ltd 54.3K €0.22 %
40Visa Inc 43.9K €0.18 %
41Mastercard Inc 43.7K €0.18 %
42LUCKIN COFFEE INC 31.4K €0.13 %
43EHang Holdings Ltd 24.1K €0.10 %
44Terrestrial Energy Inc 11.4K €0.05 %
45Net Power Inc 9.4K €0.04 %