Titelia

Holdings of INVERSIONES PERMON, SICAV, S.A.

SANTANDER ASSET MANAGEMENT, S.A., SGIIC ·16 declared positions · as of Dec 31, 2025

Original filing · Net assets 29.1M € · Ten largest lines: 75.6 % of the equity sleeve

Sector breakdown

  • Technology 47.4 %
  • Communication 17.3 %
  • Consumer discretionary 11.5 %
  • Industrials 6.1 %
  • Unattributed 17.6 %

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 72.7 %
  • ES 11.1 %
  • NL 6.5 %
  • FR 6.1 %
  • DE 3.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1110.2M €72.67 %
2ES21.6M €11.13 %
3NL1905.3K €6.46 %
4FR1860.5K €6.14 %
5DE1505K €3.60 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 1.4M €4.94 %
2NVIDIA Corp 1.2M €4.09 %
3Grifols SA 1.1M €3.80 %
4Seagate Technology Holdings PLC 1.1M €3.73 %
5Microsoft Corp 1.1M €3.71 %
6Amazon.com Inc 1M €3.57 %
7Meta Platforms Inc 996.4K €3.43 %
8Apple Inc 912K €3.14 %
9Ferrovial SE 905.3K €3.12 %
10Airbus SE 860.5K €2.96 %
11Salesforce Inc 705.1K €2.43 %
12Oracle Corp 605.9K €2.09 %
13Tesla Inc 573.6K €1.97 %
14Strategy Inc 570.5K €1.96 %
15SAP SE 505K €1.74 %
16Cellnex Telecom SA 457.2K €1.57 %