Titelia

Holdings of Movestic Global

Movestic Fonder AB · Original filing · Compare with another fund · Report an error

Net assets
1.6B SEK including 1.5B SEK in equities, 92.2 %
Positions
96 in 19 countries
Top ten
32.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 42,59270.6M SEK4.29 %
2Broadcom Inc 22,19865.3M SEK3.97 %
3Alphabet Inc 23,19463.4M SEK3.85 %
4Apple Inc 24,94760.2M SEK3.66 %
5Microsoft Corp 15,77555.5M SEK3.37 %
6Samsung Electronics Co Ltd 45,10847.1M SEK2.86 %
7Credicorp Ltd 13,56243.7M SEK2.66 %
8Canadian Imperial Bank of Commerce 47,83243M SEK2.61 %
9Comfort Systems USA Inc 3,27342.9M SEK2.61 %
10Incyte Corp 47,73142.7M SEK2.59 %
11Tokyo Gas Co Ltd 92,92741.2M SEK2.50 %
12Cboe Global Markets Inc 15,29640.8M SEK2.48 %
13McKesson Corp 4,89940.3M SEK2.45 %
14Monster Beverage Corp 58,35440.2M SEK2.44 %
15SS&C Technologies Holdings Inc 61,50139.5M SEK2.40 %
16Kinden Corp 94,60039.4M SEK2.40 %
17Royalty Pharma PLC 79,86436.4M SEK2.21 %
18Deckers Outdoor Corp 38,26336.4M SEK2.21 %
19Endeavour Mining PLC 63,61035.6M SEK2.17 %
20Fox Corp 67,96534.3M SEK2.08 %
21Ipsen SA 18,30432.2M SEK1.96 %
22APR Corp/Korea 14,27029.8M SEK1.81 %
23Amdocs Ltd 46,93129.1M SEK1.77 %
24Neurocrine Biosciences Inc 22,01427.6M SEK1.67 %
25Amazon.com Inc 13,66727M SEK1.64 %
26JDE Peet's NV 73,79025.8M SEK1.57 %
27Synchrony Financial 38,99225.2M SEK1.53 %
28Cognizant Technology Solutions Corp. 35,13120.5M SEK1.24 %
29Royal Bank of Canada 11,75118M SEK1.10 %
30Inpex Corp 63,16917.7M SEK1.07 %
31COMSYS Holdings Corp 55,30016.5M SEK1.00 %
32Yadea Group Holdings Ltd 986,00015.8M SEK0.96 %
33Meta Platforms Inc 2,89015.7M SEK0.95 %
34Amphenol Corp 12,43314.9M SEK0.91 %
35General Motors Co 20,82314.7M SEK0.90 %
36Electronic Arts Inc 7,38914.3M SEK0.87 %
37Stanley Electric Co Ltd 64,90011.1M SEK0.67 %
38SK hynix Inc 2,19411.1M SEK0.67 %
39Bollore SE 204,55811M SEK0.67 %
40USS Co Ltd 109,35810.8M SEK0.66 %
41Tesla Inc 3,04910.8M SEK0.65 %
42Hankook Tire & Technology Co Ltd 27,5609.5M SEK0.58 %
43T Rowe Price Group Inc 10,6509.1M SEK0.55 %
44Henkel AG & Co. KGaA 11,3658.3M SEK0.51 %
45Alfresa Holdings Corp 53,8908.1M SEK0.49 %
46Snap-on Inc 2,3318M SEK0.49 %
47Paycom Software Inc 6,8327.9M SEK0.48 %
48EVN AG 22,3897M SEK0.42 %
49Medipal Holdings Corp 37,9396.7M SEK0.40 %
50China Merchants Port Holdings Co Ltd 342,6876.1M SEK0.37 %
51Haitian International Holdings Ltd 232,0005.7M SEK0.34 %
52Atmos Energy Corp 2,9155.1M SEK0.31 %
53NN Group NV 6,7304.9M SEK0.30 %
54Colruyt Group N.V 11,5474.6M SEK0.28 %
55Toronto-Dominion Bank/The 4,3613.9M SEK0.23 %
56Nippon Television Holdings Inc 19,0763.6M SEK0.22 %
57Cardinal Health, Inc. 1,6953.4M SEK0.21 %
58Mapfre SA 79,2323.3M SEK0.20 %
59Globe Life Inc 2,3843.2M SEK0.19 %
60Credit Agricole SA 17,3463M SEK0.18 %
61Geely Automobile Holdings Ltd 111,2302.8M SEK0.17 %
62Endesa SA 7,1002.8M SEK0.17 %
63Eni SpA 10,2802.8M SEK0.17 %
64Tenaris SA 9,9722.8M SEK0.17 %
65OMV AG 3,9072.7M SEK0.16 %
66Kia Corp 2,9832.7M SEK0.16 %
67WH Group Ltd 216,5002.7M SEK0.16 %
68Newmont Corp 2,5872.7M SEK0.16 %
69China Railway Signal & Communication Corp Ltd 631,0172.6M SEK0.16 %
70CME Group Inc 9282.6M SEK0.16 %
71Ageas SA/NV 3,7592.6M SEK0.16 %
72Analog Devices Inc 8592.6M SEK0.16 %
73BAWAG Group AG 1,7832.5M SEK0.15 %
74Magna International Inc 4,7772.5M SEK0.15 %
75SITC International Holdings Co Ltd 61,0002.5M SEK0.15 %
76Schroders PLC 34,8132.5M SEK0.15 %
77Jardine Cycle & Carriage Ltd 9,7742.5M SEK0.15 %
78Kinross Gold Corp 8,6042.5M SEK0.15 %
79Tyson Foods Inc 4,0892.5M SEK0.15 %
80Tapestry Inc 1,8502.5M SEK0.15 %
81Garmin Ltd 1,1252.5M SEK0.15 %
82Lenovo Group Ltd 219,6372.4M SEK0.15 %
83ResMed Inc 1,1382.4M SEK0.15 %
84Keurig Dr Pepper Inc 9,5922.4M SEK0.15 %
85Autodesk Inc 1,0462.4M SEK0.14 %
86Yangzijiang Shipbuilding Holdings Ltd 84,7222.4M SEK0.14 %
87Canon Marketing Japan Inc 11,3482.3M SEK0.14 %
88ENN Energy Holdings Ltd 30,3002.3M SEK0.14 %
89China Tower Corp Ltd 179,0002.3M SEK0.14 %
90National Grid PLC 14,4602.3M SEK0.14 %
91Banca Mediolanum SpA 11,7462.2M SEK0.14 %
92Cencora Inc 7332.2M SEK0.13 %
93Kunlun Energy Co Ltd 242,0002.1M SEK0.13 %
94Realty Income Corp 3,6112.1M SEK0.13 %
95Rightmove PLC 35,6191.9M SEK0.12 %
96Haier Smart Home Co Ltd 67,0001.7M SEK0.10 %

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Sector breakdown

  • Technology 23.2 %
  • Financials 12.3 %
  • Communication 8.4 %
  • Health care 6.0 %
  • Consumer discretionary 3.6 %
  • Industrials 3.4 %
  • Consumer staples 3.0 %
  • Utilities 0.5 %
  • Materials 0.3 %
  • Energy 0.2 %
  • Real estate 0.1 %
  • Unattributed 39.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • SEK 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 59.6 %
  • Japan 10.4 %
  • South Korea 6.6 %
  • Canada 4.4 %
  • France 3.0 %
  • Bermuda 3.0 %
  • United Kingdom 2.8 %
  • Hong Kong SAR China 2.6 %
  • Netherlands 2.0 %
  • Guernsey 1.9 %
  • Austria 0.8 %
  • Germany 0.5 %
  • Other countries 2.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States41905.1M SEK59.63 %
2Japan10157.4M SEK10.37 %
3South Korea5100.2M SEK6.60 %
4Canada467.4M SEK4.44 %
5France346.2M SEK3.04 %
6Bermuda245.8M SEK3.02 %
7United Kingdom442.4M SEK2.79 %
8Hong Kong SAR China938.9M SEK2.56 %
9Netherlands230.7M SEK2.02 %
10Guernsey129.1M SEK1.92 %
11Austria312.2M SEK0.80 %
12Germany18.3M SEK0.55 %
Cite this page

Titelia. "Holdings of Movestic Global". https://titelia.com/en/funds/SE55485