Titelia

Holdings of DNCA Invest - Sustain Alterosa

DNCA Finance Luxembourg · 124 declared positions · as of Dec 31, 2025

Fund report · Net assets 165.8M € · Ten largest lines: 15.6 % of net assets · Compare with another fund · Report an error

Positions

RankCompanyCurrencySharesValueWeight
1NVIDIA CORP Electric & ElectronicUSD27,0004.3M €2.59 %
2MICROSOFT CORP Computer softwareUSD8,0003.3M €1.99 %
3TAIWAN SEMICONDUCTOR MANUFAC Electric & ElectronicTWD62,6652.6M €1.59 %
4OSTRUM SRI MONEY - I C EUR Investment fundsEUR1802.4M €1.47 %
5XYLEM INC Auto Parts & EquipmentUSD19,9002.3M €1.39 %
6URW SE 25-11/09/2174 FRN Real estateEUR2,200,0002.2M €1.36 %
7DANAHER CORP CosmeticsUSD11,5002.2M €1.35 %
8THERMO FISHER SCIENTIFIC INC CosmeticsUSD4,4502.2M €1.33 %
9ALSTOM S 24-29/08/2172 FRN Diversified machineryEUR2,000,0002.1M €1.28 %
10NEXTERA ENERGY INC EnergyUSD30,0002.1M €1.24 %
11TERNA RETE 3.5% 24-17/01/2031 EnergyEUR2,000,0002M €1.23 %
12EDP SA 25-27/05/2055 FRN EnergyEUR2,000,0002M €1.22 %
13BPER BANCA 25-19/03/2174 FRN BanksEUR2,000,0002M €1.21 %
14EQUINIX EU 2 FIN 3.25% 25-19/05/2029 Real estateEUR2,000,0002M €1.21 %
15SMURFIT KAPPA 3.454% 24-27/11/2032 Storage & WarehousingEUR2,000,0002M €1.20 %
16EDENRED 3.625% 24-05/08/2032 Diversified servicesEUR2,000,0002M €1.20 %
17RED ELECTRICA SA 3% 25-06/10/2031 EnergyEUR2,000,0002M €1.20 %
18SCHNEIDER ELECTRIC SE Electric & ElectronicEUR8,4002M €1.19 %
19WABTEC TRANSPORT 1.25% 21-03/12/2027 Diversified machineryEUR2,000,0002M €1.18 %
20INTESA SANPAOLO 22-30/09/2170 FRN BanksEUR1,800,0001.9M €1.14 %
21IBERDROLA INTL 21-31/12/2061 FRN EnergyEUR2,000,0001.9M €1.13 %
22MOTABILITY OPS 4% 24-17/01/2030 Diversified servicesEUR1,800,0001.9M €1.12 %
23CAIXABANK 21-18/06/2031 FRN BanksEUR1,800,0001.8M €1.08 %
24METLEN ENERGY 3.875% 25-26/05/2031 EnergyEUR1,800,0001.8M €1.08 %
25CROWN EUROPEAN 4.5% 24-15/01/2030 Storage & WarehousingEUR1,700,0001.8M €1.07 %
26GETLINK SE 4.125% 25-15/04/2030 TransportationEUR1,700,0001.7M €1.05 %
27PALO ALTO NETWORKS INC InternetUSD10,9001.7M €1.03 %
28KEYENCE CORP Auto Parts & EquipmentJPY5,5001.7M €1.02 %
29BHARTI AIRTEL LTD TelecommunicationINR85,0001.7M €1.02 %
30ASTRAZENECA PLC CosmeticsGBP10,7001.7M €1.02 %
31FCC AQUALIA SA 3.75% 25-11/06/2032 EnergyEUR1,700,0001.7M €1.02 %
32SAP SE Computer softwareEUR8,0001.7M €1.01 %
33UNICREDIT SPA BanksEUR23,5001.7M €1.01 %
34SARTORIUS FIN 4.375% 23-14/09/2029 CosmeticsEUR1,600,0001.7M €1.00 %
35ALLIANZ SE-REG InsuranceEUR4,2501.7M €1.00 %
36PERRIGO FINANCE 5.375% 24-30/09/2032 CosmeticsEUR1,600,0001.6M €0.99 %
37ALD SA 4.875% 23-06/10/2028 Diversified servicesEUR1,500,0001.6M €0.95 %
38ELI LILLY & CO CosmeticsUSD1,7001.6M €0.94 %
39ELIS SA 3.75% 24-21/03/2030 Diversified servicesEUR1,500,0001.5M €0.93 %
40VEEVA SYSTEMS INC-CLASS A Computer softwareUSD7,9961.5M €0.92 %
41KNORR-BREMSE AG 3.25% 24-30/09/2032 Diversified machineryEUR1,500,0001.5M €0.91 %
42ROQUETTE FRERE 3.774% 24-25/11/2031 Food servicesEUR1,500,0001.5M €0.91 %
43AEROPORTI ROMA 3.625% 25-15/06/2032 Building materialsEUR1,500,0001.5M €0.91 %
44HOLDING DINFRAS 3.875% 25-31/01/2031 EnergyEUR1,500,0001.5M €0.90 %
45IRON MOUNTAIN 4.75% 25-15/01/2034 Real estateEUR1,500,0001.5M €0.88 %
46THERMO FISHER 1.95% 17-24/07/2029 CosmeticsEUR1,500,0001.5M €0.88 %
47IQVIA INC 2.25% 21-15/03/2029 CosmeticsEUR1,500,0001.5M €0.88 %
48WABTEC CORP Auto Parts & EquipmentUSD8,0001.5M €0.88 %
49IBERDROLA SA EnergyEUR76,0001.4M €0.85 %
50ASTRAZENECA PLC 0.375% 21-03/06/2029 CosmeticsEUR1,500,0001.4M €0.84 %
51VONOVIA SE Real estateEUR55,9001.4M €0.82 %
52ENEL SPA 21-31/12/2061 FRN EnergyEUR1,500,0001.4M €0.83 %
53COMPAGNIE DE SAINT GOBAIN Building materialsEUR15,0001.3M €0.79 %
54PRYSMIAN SPA Electric & ElectronicEUR15,0001.3M €0.78 %
55ZF EUROPE FIN BV 7% 25-12/06/2030 Auto Parts & EquipmentEUR1,200,0001.3M €0.77 %
56PROJECT GRAND UK 9% 24-01/06/2029 Building materialsEUR1,200,0001.3M €0.76 %
57KNORR-BREMSE AG Diversified machineryEUR13,0001.2M €0.75 %
58KBC GROUP NV 25- FRN BanksEUR1,200,0001.2M €0.75 %
59LUNA 2 5SARL 5.5% 25-01/07/2032 Diversified servicesEUR1,200,0001.2M €0.74 %
60AUTOLIV INC 3.625% 24-07/08/2029 Auto Parts & EquipmentEUR1,200,0001.2M €0.74 %
61VEOLIA ENVRNMT 25- FRN EnergyEUR1,200,0001.2M €0.74 %
62ITELYUM REGE 5.75% 25-15/04/2030 ChemicalEUR1,200,0001.2M €0.73 %
63AMCOR UK FINANCE 3.75% 25-20/02/2033 Storage & WarehousingEUR1,200,0001.2M €0.72 %
64INTESA SANPAOLO 23-07/03/2172 FRN BanksEUR1,000,0001.2M €0.70 %
65PEARSON FUNDING 5.375% 24-12/09/2034 AudiovisualGBP1,000,0001.1M €0.69 %
66MARVELL TECH INC 5.75% 23-15/02/2029 Electric & ElectronicUSD1,250,0001.1M €0.67 %
67ARDAGH METAL PAC 5% 25-30/01/2031 Storage & WarehousingEUR1,100,0001.1M €0.67 %
68BMS IRELAND CAP 3.363% 25-10/11/2033 CosmeticsEUR1,100,0001.1M €0.66 %
69VONOVIA SE 3.5% 25-12/11/2032 Real estateEUR1,100,0001.1M €0.66 %
70CRELAN SA 24-23/01/2032 FRN BanksEUR1,000,0001.1M €0.65 %
71SIEMENS AG-REG Diversified machineryEUR4,5001.1M €0.65 %
72CRELAN SA 24-30/04/2035 FRN BanksEUR1,000,0001.1M €0.64 %
73SMITH & NEPHEW 4.565% 22-11/10/2029 CosmeticsEUR1,000,0001.1M €0.63 %
74ARCADIS NV 4.875% 23-28/02/2028 Building materialsEUR1,000,0001M €0.62 %
75SNF GROUP SACA 4.5% 25-15/03/2032 ChemicalEUR1,000,0001M €0.62 %
76URW SE 25-31/12/2049 FRN Real estateEUR1,000,0001M €0.62 %
77ALD SA 3.875% 24-24/01/2028 Diversified servicesEUR1,000,0001M €0.62 %
78CLARIOS GLOBAL 4.75% 25-15/06/2031 Auto Parts & EquipmentEUR1,000,0001M €0.61 %
79TRANSDEV GROUP S 3.845% 25-21/05/2032 TransportationEUR1,000,0001M €0.61 %
80INPOST SA 4% 25-01/04/2031 TransportationEUR1,000,0001M €0.60 %
81INTERNATIONAL FL 2.3% 20-01/11/2030 ChemicalUSD1,300,000999.4K €0.60 %
82IBERDROLA INTL 20-31/12/2060 FRN EnergyEUR1,000,000997.9K €0.60 %
83MEDIO AMBIENTE 3.715% 24-08/10/2031 Diversified servicesEUR1,000,000997.3K €0.60 %
84SANOFI SA 3% 25-23/06/2032 CosmeticsEUR1,000,000994.4K €0.60 %
85MONDI FINANCE PL 3.75% 25-18/05/2033 Fuel, Oil, GasEUR1,000,000994.3K €0.60 %
86EDP SA 21-02/08/2081 FRN EnergyEUR1,000,000993.9K €0.60 %
87JOHNSON CONTROLS INTERNATION Building materialsUSD9,700989.8K €0.59 %
88LINDE PLC 3.125% 25-20/11/2032 ChemicalEUR1,000,000988.4K €0.60 %
89BUNZL FINANCE 3.375% 24-09/04/2032 Distribution & WholesaleEUR1,000,000987.4K €0.60 %
90AMPLIFON SPA 1.125% 20-13/02/2027 CosmeticsEUR1,000,000980.1K €0.59 %
91AIR LIQUIDE SA-PF ChemicalEUR6,000961.6K €0.58 %
92FIRST SOLAR INC EnergyUSD4,300957.1K €0.57 %
93NEXI 0% 21-24/02/2028 CV Diversified servicesEUR1,000,000923.5K €0.56 %
94ASML HOLDING NV Electric & ElectronicEUR1,000921.4K €0.56 %
95SYNOPSYS INC Computer softwareUSD2,300920.5K €0.55 %
96WEPA HYGIENEPROD 4.5% 25-30/11/2032 Fuel, Oil, GasEUR900,000903.8K €0.55 %
97GE VERNOVA INC Auto Parts & EquipmentUSD1,600891K €0.54 %
98DEERE & CO Auto Parts & EquipmentUSD2,200872.7K €0.53 %
99LONZA GROUP AG-REG CosmeticsCHF1,500866.3K €0.52 %
100WASTE MANAGEMENT INC Diversified servicesUSD4,612863.4K €0.52 %
101NETWORK I2I LTD 21-03/06/2173 FRN TelecommunicationUSD1,000,000848.9K €0.51 %
102ZOETIS INC CosmeticsUSD7,900846.9K €0.51 %
103BUREAU VERITAS SA Diversified servicesEUR31,000842.6K €0.51 %
104SENSIENT TECHNOLOGIES CORP ChemicalUSD10,500840.6K €0.51 %
105INTESA SANPAOLO BanksEUR140,000828.9K €0.50 %
106VERTIV HOLDINGS CO-A Auto Parts & EquipmentUSD6,000828.3K €0.50 %
107BROADCOM INC Electric & ElectronicUSD2,800825.7K €0.49 %
108REXEL SA 4% 25-15/09/2030 Distribution & WholesaleEUR800,000811.2K €0.48 %
109VALEO SE 4.625% 25-23/03/2032 Auto Parts & EquipmentEUR800,000802K €0.48 %
110SAPPI PAPIER HOL 4.5% 25-15/03/2032 Fuel, Oil, GasEUR800,000779.1K €0.46 %
111AIR LIQUIDE SA ChemicalEUR4,650745.2K €0.44 %
112VERALTO CORP Diversified servicesUSD8,500722.7K €0.44 %
113PRAEMIA HEALTHCR 5.5% 23-19/09/2028 Real estateEUR600,000637.1K €0.38 %
114AXA SA 25- FRN InsuranceEUR600,000622.5K €0.37 %
115RELX PLC Diversified servicesGBP17,800616.2K €0.37 %
116OPMOBILITY 4.2955% 25-05/02/2031 Auto Parts & EquipmentEUR600,000608.5K €0.37 %
117IBERDROLA FIN SA 25-05/11/2174 FRN EnergyEUR600,000598.3K €0.36 %
118CONTACT ENERGY 3.537% 25-03/11/2032 EnergyEUR600,000594.5K €0.36 %
119BANCO BPM SPA 25- FRN BanksEUR500,000516.4K €0.31 %
120ALBION FINANCING 5.375% 25-21/05/2030 Diversified servicesEUR500,000516.3K €0.31 %
121CULLINAN HOLDCO 8.5% 25-15/10/2029 EnergyEUR461,069405.8K €0.23 %
122DEUTSCHE EUROSHP 4.5% 25-15/10/2030 Real estateEUR400,000403.1K €0.24 %
123CELSA OPCO SA 8.25% 25-15/12/2030 Steel industryEUR300,000310.1K €0.18 %
124OSTRUM SRI MONEY PLUS-SIC EU Investment fundsEUR1260.4K €0.16 %

Source: report published by DNCA Invest - Sustain Alterosa.

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Sector breakdown

  • Energy 14.4 %
  • Cosmetics 12.9 %
  • Diversified services 9.0 %
  • Banks 8.1 %
  • Electric & Electronic 8.0 %
  • Auto Parts & Equipment 7.9 %
  • Real estate 6.3 %
  • Diversified machinery 4.8 %
  • Computer software 4.5 %
  • Chemical 4.1 %
  • Storage & Warehousing 3.7 %
  • Others 16.2 %

The sectors are those of the fund report. Weights are in % of net assets.

Currency breakdown

  • EUR 72.2 %
  • USD 21.5 %
  • GBP 2.1 %
  • TWD 1.6 %
  • JPY 1.0 %
  • INR 1.0 %
  • CHF 0.5 %

Each line is counted in its quoted currency, as the fund declares it.

Cite this page

Titelia. "Holdings of DNCA Invest - Sustain Alterosa". https://titelia.com/en/funds/dnca-invest-sustain-alterosa