Titelia

Holdings of NORTH CAPE INVERSIONES, S.A., SICAV

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. · Original filing · Compare with another fund · Report an error

Net assets
12.5M € including 4.3M € in equities, 34.3 %
Positions
50 in 10 countries
Top ten
13.4 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 266.5K €2.13 %
2Berkshire Hathaway Inc 204.1K €1.63 %
3ASML Holding NV 193.5K €1.54 %
4Rolls-Royce Holdings PLC 186.4K €1.49 %
5Argenx SE 150.5K €1.20 %
6Agnico Eagle Mines Ltd 144.3K €1.15 %
7Powell Industries Inc 138.4K €1.10 %
8Vistra Corp 137.3K €1.10 %
9Cirsa Enterprises SA 130.4K €1.04 %
10Micron Technology Inc 126.4K €1.01 %
11Microsoft Corp 123.5K €0.99 %
12Modine Manufacturing Co 120.5K €0.96 %
13Hilton Worldwide Holdings Inc 116.2K €0.93 %
14Booking Holdings Inc 114K €0.91 %
15Blue Bird Corp 111K €0.89 %
16Newmont Corp 107.1K €0.85 %
17United Rentals Inc 103.4K €0.82 %
18Stride Inc 95.6K €0.76 %
19Everpure Inc 90.7K €0.72 %
20SkyWest Inc 89.8K €0.72 %
21CRH PLC 85K €0.68 %
22Meta Platforms Inc 84.3K €0.67 %
23Broadcom Inc 81K €0.65 %
24ASM International NV 72.5K €0.58 %
25Rheinmetall AG 70.2K €0.56 %
26General Electric Co 65.6K €0.52 %
27Fairfax Financial Holdings Ltd 64.9K €0.52 %
28Pluxee NV 64.8K €0.52 %
29Strategy Inc 60.8K €0.49 %
30Argan Inc 58.7K €0.47 %
31Palo Alto Networks Inc 58K €0.46 %
32Novo Nordisk A/S 57.4K €0.46 %
33Regeneron Pharmaceuticals, Inc. 56.5K €0.45 %
34Vista Energy SAB de CV 55.5K €0.44 %
35Trade Desk Inc/The 53.6K €0.43 %
36Dell Technologies Inc 51.4K €0.41 %
37Amazon.com Inc 51.1K €0.41 %
38RTX Corp 48.4K €0.39 %
39NANO Nuclear Energy Inc 46.4K €0.37 %
40Rocket Lab Corp 42.8K €0.34 %
41Tesla Inc 38.3K €0.31 %
42Lenovo Group Ltd 36.3K €0.29 %
43Corcept Therapeutics Inc 35.6K €0.28 %
44ELICIO THERAPEUTICS INC 33.8K €0.27 %
45SentinelOne Inc 33.2K €0.27 %
46Red Cat Holdings Inc 30.4K €0.24 %
47Joby Aviation Inc 29.8K €0.24 %
48Marvell Technology Inc 28.9K €0.23 %
49Circle Internet Group Inc 28.4K €0.23 %
50Oracle Corp 22.4K €0.18 %

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Sector breakdown

  • Technology 19.1 %
  • Industrials 12.0 %
  • Materials 9.9 %
  • Communication 8.2 %
  • Consumer discretionary 7.4 %
  • Health care 6.2 %
  • Financials 4.8 %
  • Utilities 3.2 %
  • Unattributed 29.3 %

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

  • United States 71.4 %
  • Netherlands 7.7 %
  • Canada 4.9 %
  • United Kingdom 4.3 %
  • Belgium 3.5 %
  • Spain 3.0 %
  • Germany 1.6 %
  • Denmark 1.3 %
  • Mexico 1.3 %
  • China 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States383.1M €71.44 %
2Netherlands3330.7K €7.70 %
3Canada2209.3K €4.87 %
4United Kingdom1186.4K €4.34 %
5Belgium1150.5K €3.50 %
6Spain1130.4K €3.04 %
7Germany170.2K €1.64 %
8Denmark157.4K €1.34 %
9Mexico155.5K €1.29 %
10China136.3K €0.85 %
Cite this page

Titelia. "Holdings of NORTH CAPE INVERSIONES, S.A., SICAV". https://titelia.com/en/funds/ESSICAV64-0