Titelia

Holdings of VASANVA, S.A., SICAV

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

Original filing · Net assets 13.4M € · Ten largest lines: 36.9 % of the equity sleeve

Sector breakdown

  • Technology 31.3 %
  • Financials 18.3 %
  • Industrials 9.1 %
  • Communication 8.5 %
  • Consumer discretionary 8.1 %
  • Health care 7.1 %
  • 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 8.9 %
  • GB 7.1 %
  • NL 5.7 %
  • CH 4.7 %
  • ES 3.8 %
  • FR 3.6 %
  • TW 2.1 %
  • IT 1.0 %
  • SE 0.8 %
  • BE 0.6 %
  • DK 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US353.1M €61.26 %
2DE7456.7K €8.95 %
3GB7361.7K €7.09 %
4NL2289K €5.66 %
5CH5237.3K €4.65 %
6ES3191.5K €3.75 %
7FR3186.2K €3.65 %
8TW1105.3K €2.06 %
9IT153.3K €1.05 %
10SE138.5K €0.76 %
11BE132.3K €0.63 %
12DK125.1K €0.49 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 301.3K €2.24 %
2Amazon.com Inc 253.8K €1.89 %
3Alphabet Inc 251.8K €1.87 %
4NVIDIA Corp 241.2K €1.79 %
5ASML Holding NV 177.8K €1.32 %
6Apple Inc 168.9K €1.26 %
7Meta Platforms Inc 139.3K €1.04 %
8Bank of America Corp 120.3K €0.89 %
9Charles Schwab Corp/The 113.6K €0.85 %
10JPMorgan Chase & Co 113K €0.84 %
11AMETEK Inc 112.7K €0.84 %
12ING Groep NV 111.2K €0.83 %
13Taiwan Semiconductor Manufacturing Co Ltd 105.3K €0.78 %
14Barclays PLC 99.7K €0.74 %
15SAP SE 93.8K €0.70 %
16Roche Holding AG 88.5K €0.66 %
17Schneider Electric SE 88.3K €0.66 %
18Palo Alto Networks Inc 86.1K €0.64 %
19Industria de Diseno Textil SA 84.1K €0.63 %
20Morgan Stanley 83.4K €0.62 %
21Walmart Inc 77.7K €0.58 %
22Exxon Mobil Corp 75.2K €0.56 %
23Infineon Technologies AG 74.8K €0.56 %
24Siemens AG 74.1K €0.55 %
25BAE Systems PLC 73.2K €0.54 %
26Allianz SE 71.9K €0.53 %
27Sanofi SA 69.8K €0.52 %
28Iberdrola SA 67.1K €0.50 %
29Broadcom Inc 64.5K €0.48 %
30Coca-Cola Co/The 64.4K €0.48 %
313M Co 64K €0.48 %
32Prologis Inc 60.8K €0.45 %
33Bayerische Motoren Werke AG 60.4K €0.45 %
34Thermo Fisher Scientific Inc 58.7K €0.44 %
35Pfizer Inc 56.3K €0.42 %
36Micron Technology Inc 55.6K €0.41 %
37UniCredit SpA 53.3K €0.40 %
38Delta Air Lines Inc 53.1K €0.40 %
39Visa Inc 47.8K €0.36 %
40Colgate-Palmolive Co 42.8K €0.32 %
41General Motors Co 42.8K €0.32 %
42BASF SE 42.5K €0.32 %
43Walt Disney Co/The 42.1K €0.31 %
44UBS Group AG 42K €0.31 %
45Salesforce Inc 41.3K €0.31 %
46Shell PLC 41K €0.31 %
47Merlin Properties Socimi SA 40.3K €0.30 %
48NatWest Group PLC 40.1K €0.30 %
49Eastman Chemical Co 39.6K €0.29 %
50Tesco PLC 39.5K €0.29 %
51Siemens Healthineers AG 39.3K €0.29 %
52Assa Abloy AB 38.5K €0.29 %
53Arista Networks Inc 38.5K €0.29 %
54US Bancorp 37.5K €0.28 %
55Otis Worldwide Corp 37.2K €0.28 %
56Nestle SA 37.1K €0.28 %
57Lonza Group AG 37K €0.28 %
58Amphenol Corp 36.6K €0.27 %
59Nucor Corp 36.1K €0.27 %
60Xylem Inc/NY 35.3K €0.26 %
61Segro PLC 34.8K €0.26 %
62AstraZeneca PLC 33.4K €0.25 %
63Vertex Pharmaceuticals Inc 32.8K €0.24 %
64Cie Financiere Richemont SA 32.7K €0.24 %
65Anheuser-Busch InBev SA/NV 32.3K €0.24 %
66TotalEnergies SE 28K €0.21 %
67Novo Nordisk A/S 25.1K €0.19 %