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DOR BEST MANAGERS, FI

Categoria
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Ultimo periodo
2S 2025
Posiciones
48

Cartera notificada con cierre 2025-12-31. Fuente: informe periodico en la CNMV. Ver informe original (PDF)

Cartera completa

Todas las posiciones del ultimo informe periodico, de mayor a menor peso. Los agregados ("resto de renta variable...") son cestas de posiciones pequenas que el propio informe no desglosa linea a linea.

48
Empresa Tipo Pais Peso Precio
ACCIONES|BERKSHIRE HATHAWAY INC-CL A US0846701086 · USD Renta Variable Cotizada US 6.04% 706000.00 EUR
ACCIONES|ALPHABET INC - CL C US02079K3059 · USD Renta Variable Cotizada US 3.55% 336.91 USD
ACCIONES|BERKSHIRE HATHAWAY INC US0846707026 · USD Renta Variable Cotizada US 3.46% 532.02 USD
ACCIONES|GRENERGY RENOVABLES SA ES0105079000 · EUR Renta Variable Cotizada ES 2.13% 67.20 EUR
ACCIONES|AFFIRM HOLDINGS INC US00827B1061 · USD Renta Variable Cotizada US 2.13% 74.01 USD
ACCIONES|CROWDSTRIKE HOLDINGS INC US22788C1053 · USD Renta Variable Cotizada US 2.02% 227.39 USD
ACCIONES|TENCENT HOLDINGS LTD KYG875721634 · HKD Renta Variable Cotizada KY 1.80% 417.80 HKD
ACCIONES|ORYZON GENOMICS SA ES0167733015 · EUR Renta Variable Cotizada ES 1.42% 2.55 EUR
ACCIONES|PALANTIR TECHNOLOGIES INC-A(PLT US69608A1088 · USD Renta Variable Cotizada US 1.28% 186.03 USD
ACCIONES|SIEMENS ENERGY AG(ENR GY) DE000ENER6Y0 · EUR Renta Variable Cotizada DE 1.22% 134.98 EUR
ACCIONES|ADVANCED MICRO DEVICES US0079031078 · USD Renta Variable Cotizada US 0.98% 528.75 USD
ACCIONES|INDUSTRIAL AND COMMERCIAL BAN CNE1000003G1 · HKD Renta Variable Cotizada CN 0.96% 7.59 HKD
ACCIONES|ALIBABA GROUP HOLDING LTD KYG017191142 · HKD Renta Variable Cotizada KY 0.94% 108.80 HKD
ACCIONES|SCHNEIDER ELECTRIC SA FR0000121972 · EUR Renta Variable Cotizada FR 0.92% 253.30 EUR
ACCIONES|GRIFOLS SA ES0171996087 · EUR Renta Variable Cotizada ES 0.86% 10.18 EUR
ACCIONES|AGRICULTURAL BANK OF CHINA LTD CNE100000Q43 · HKD Renta Variable Cotizada CN 0.85% 6.74 HKD
ACCIONES|NEBIUS GROUP NV NL0009805522 · USD Renta Variable Cotizada NL 0.81% 165.47 USD
ACCIONES|PETROCHINA CO LTD CNE1000003W8 · HKD Renta Variable Cotizada CN 0.70% 9.99 HKD
ACCIONES|CHINA LIFE INSURANCE CNE1000002L3 · HKD Renta Variable Cotizada CN 0.68% 23.62 HKD
ACCIONES|BANK OF CHINA LTD CNE1000001Z5 · HKD Renta Variable Cotizada CN 0.65% 6.14 HKD
ACCIONES|SOLARIA ENERGIA Y MEDIOAMBIENTE ES0165386014 · EUR Renta Variable Cotizada ES 0.63% 15.80 EUR
ACCIONES|CHINA CONSTRUCTION BANK CORP CNE1000002H1 · HKD Renta Variable Cotizada CN 0.62% 9.87 HKD
ACCIONES|CHINA MOBILE LTD HK0941009539 · HKD Renta Variable Cotizada HK 0.57% 80.95 HKD
ACCIONES|CHINA MERCHANTS BANK CO LTD CNE1000002M1 · HKD Renta Variable Cotizada CN 0.45% 53.25 HKD
ACCIONES|PING AN INSURANCE GROUP CO OF C CNE1000003X6 · HKD Renta Variable Cotizada CN 0.42% 50.05 HKD
ACCIONES|TENCENT HOLDINGS LTD US88034P1093 · USD Renta Variable Cotizada US 0.35% 7.62 EUR
ACCIONES|CNOOC LTD HK0883013259 · HKD Renta Variable Cotizada HK 0.33% 23.96 HKD
ACCIONES|CHINA SHENHUA ENERGY COMPANY CNE1000002R0 · HKD Renta Variable Cotizada CN 0.32% 42.54 HKD
ACCIONES|XIAOMI CORP-CLASS B KYG9830T1067 · HKD Renta Variable Cotizada KY 0.31% 26.66 HKD
ACCIONES|FULL TRUCK ALLIANCE-SPN ADR(YMM US35969L1089 · USD Renta Variable Cotizada US 0.28% 8.75 USD
ACCIONES|HUAZHU GROUP LTD ADR(HTHT US) US44332N1063 · USD Renta Variable Cotizada US 0.25% 46.50 USD
ACCIONES|CHINA PETROLEUM AND CHEMICAL CNE1000002Q2 · HKD Renta Variable Cotizada CN 0.24% 4.50 HKD
ACCIONES|NETEASE, INC (9999 HK) KYG6427A1022 · HKD Renta Variable Cotizada KY 0.22% 197.70 HKD
ACCIONES|POSTAL SAVINGS BANK OF CHINA-H CNE1000029W3 · HKD Renta Variable Cotizada CN 0.21% 5.51 HKD
ACCIONES|ATRYS HEALTH ES0105148003 · EUR Renta Variable Cotizada ES 0.21% 2.60 EUR
ACCIONES|MEITUAN-CLASS B (3690 HK) KYG596691041 · HKD Renta Variable Cotizada KY 0.20% 75.70 HKD
ACCIONES|YUM BRANDS INC US98850P1093 · USD Renta Variable Cotizada US 0.20% 42.92 USD
ACCIONES|ZTO EXPRESS CAYMAN INC US98980A1051 · USD Renta Variable Cotizada US 0.18% 20.15 USD
ACCIONES|VIPSHOP HOLDINGS LTD US92763W1036 · USD Renta Variable Cotizada US 0.18% 12.90 USD
ACCIONES|BANK OF COMMUNICATIONS CO LTD CNE100000205 · HKD Renta Variable Cotizada CN 0.18% 8.48 HKD
ACCIONES|KE HOLDINGS INC US4824971042 · USD Renta Variable Cotizada US 0.17% 15.90 EUR
ACCIONES|NONGFU SPRING CO LTD-H(9633 HK) CNE100004272 · HKD Renta Variable Cotizada CN 0.17% 4.59 EUR
ACCIONES|TAL EDUCATION GROUP US8740801043 · USD Renta Variable Cotizada US 0.16% 12.00 USD
ACCIONES|NEW ORIENTAL EDUCATION AND TE US6475812060 · USD Renta Variable Cotizada US 0.13% 60.88 USD
ACCIONES|BAIDU INC KYG070341048 · HKD Renta Variable Cotizada KY 0.12% 79.45 HKD
ACCIONES|JD.COM INC CL A KYG8208B1014 · HKD Renta Variable Cotizada KY 0.11% 106.10 HKD
ACCIONES|NIO INC- ADR (NIO US) US62914V1061 · USD Renta Variable Cotizada US 0.10% 3.43 USD
ACCIONES|LI AUTO INC KYG5479M1050 · HKD Renta Variable Cotizada KY 0.04% 44.76 HKD

Movimientos del periodo

2S 2025 frente a 1S 2025 (estimada)

Nuevas: 6 Salidas: 5 Incrementos: 9 Recortes: 1
+ ACCIONES|ALPHABET INC - CL C

Entra en la cartera con un 3.55% de peso.

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in Google Play and YouTube; and devices, as well as the provision of YouTube consumer subscription services, such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One. The Google Cloud segment offers consumption-based fees and subscriptions for AI solutions, including AI infrastructure, Vertex AI platform, and Gemini enterprise. It also provides cybersecurity, and data and analytics services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet; and other enterprise services. The Other Bets segment sells transportation and internet services. Alphabet Inc. was incorporated in 1998 and is headquartered in Mountain View, California.

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+ ACCIONES|ADVANCED MICRO DEVICES

Entra en la cartera con un 0.98% de peso.

Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

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+ ACCIONES|GRIFOLS SA

Entra en la cartera con un 0.86% de peso.

Grifols, S.A., together with its subsidiaries, engages in the research, development, production, and marketing of plasma-derived medicines in the United States, Canada, Spain, Europe, and internationally. It operates through four segments: Biopharma, Diagnostic, Bio Supplies, and Others. The company offers various hemoderivatives from human plasma for immunology, infectious diseases, hepatology, intensive care, pulmonology, hematology, and neurology treatment areas; and markets diagnostic testing equipment, reagents, and other equipment, as well as provides transfusion medicine, clinical diagnostics, and testing services. It also offers biological products, including albumin, albumin-derived products, immunoglobulins, thrombin, other proteins, and intermediate plasma products to pharma and biotech companies for biopharma use; and whole blood, blood components, processed plasma, and clinical samples to life-science research and in-vitro diagnostic companies for diagnostic use. In addition, the company provides healthcare solutions for hospitals, such as intravenous solutions to maintain or restore fluids and electrolyte balance in patients; high-tech solutions to automate hospital processes; clinical nutrition to deliver nutrition and medication; and medical devices comprising instrumentation and disposable materials for various hospital services, which include interventional neuroradiology, hemodynamics, urology, anesthesiology and cardiovascular surgery, as well as manufacturing services to third parties and research activities. Further, it is involved in engineering services; packaging, labelling, storage, distribution, manufacturing, and development of pharmaceutical products; import, export, and commercialization activities; travel agency services; reinsurance of insurance policies; support services; law business; and consultation, administration, and financing services. The company was founded in 1909 and is headquartered in Barcelona, Spain.

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+ ACCIONES|NEBIUS GROUP NV

Entra en la cartera con un 0.81% de peso.

Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics. It has a strategic alliance with NVIDIA Corporation to support the expansion of the company's AI cloud infrastructure. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is based in Schiphol, the Netherlands.

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+ ACCIONES|SOLARIA ENERGIA Y MEDIOAMBIENTE

Entra en la cartera con un 0.63% de peso.

Solaria Energía y Medio Ambiente, S.A., together with its subsidiaries, generates solar photovoltaic energy. It owns, manages, and operates a pipeline of approximately 14,200 MW of photovoltaic plants in Spain, Italy, Portugal, Uruguay, and Greece. The company was incorporated in 2002 and is based in Madrid, Spain.

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+ ACCIONES|ATRYS HEALTH

Entra en la cartera con un 0.21% de peso.

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− ACCIONES|INTERNATIONAL CONSOLIDATED AIRL

Sale de la cartera; tenia un 2.53% de peso.

International Consolidated Airlines Group S.A., together with its subsidiaries, engages in the provision of passenger and cargo transportation services in the North Atlantic, Latin America, the Caribbean, Europe, Africa, the Middle East, South Asia, the Asia Pacific, and internationally. It operates through British Airways, Iberia, Vueling, Aer Lingus, and IAG Loyalty segments. The company manufactures, repairs, maintains, overhauls, retrofits, repurposes, upgrades aircraft, and aircraft parts and equipment. In addition, it provides airline operations, insurance, aircraft leasing, aircraft maintenance, tour operation, air freight operations, call center, ground handling, trustee, retail, IT, finance, flight procurement, storage, aircraft technical assistance, human resources support, and airport infrastructure development services; and manages airline loyalty reward currency. The company was incorporated in 2009 and is headquartered in Harmondsworth, the United Kingdom.

− ACCIONES|TECNICAS REUNIDAS SA

Sale de la cartera; tenia un 2.23% de peso.

Técnicas Reunidas, S.A., an engineering and construction company, designs and manages industrial plant projects worldwide. It operates through Upstream & Refining, Natural gas, Petrochemical, Low-carbon technologies, and Other segments. The Refining segment offers management, engineering, procurement, construction and commissioning services for facilities along the entire value chain to produce fuels. The Natural gas segment provides direction, management, engineering, procurement, construction and commissioning services for facilities throughout the supply chain, from natural gas production to regasification terminals; and treatment and processing plants, compressor and liquefaction stations, storage tanks, and final regasification facilities. The Petrochemical segment provides direction, management, engineering, procurement, construction and startup services for facilities dedicated to the production of basic chemical materials used in water distribution, pharmaceuticals, health, food, energy efficiency in buildings and transport systems, and others. The Low-carbon technologies segment offers hydrogen, carbon capture and storage, circular economy and bioproducts; produces biomethane and converts biomass and waste into fuels, biodiesel, biokerosene, chemicals, and power and steam generation. The Other segment offers water treatment, port infrastructures, and oil production. In addition, the company is involved in real estate-related activities, consultancy and assistance in international engineering projects, project execution, and machinery wholesale business. Técnicas Reunidas, S.A. was formerly known as Lummus Española, S.A. and changed its name to Técnicas Reunidas, S.A. in 1972. The company was incorporated in 1960 and is headquartered in Madrid, Spain.

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− ACCIONES|BYD COMPANY LTD

Sale de la cartera; tenia un 1.83% de peso.

BYD Company Limited, together with its subsidiaries, engages in automobiles and batteries business in the People's Republic of China, Hong Kong, Macau, Taiwan, and internationally. It operates in two segments, Mobile Handset Components, Assembly Service and Other Products; and Automobiles and Related Products and Other Products. The Mobile Handset Components, Assembly Service and Other Products segment manufactures and sells mobile handset components, such as housings and electronic components, and provides assembly services. Its Automobiles and Related Products and Other Products segment is involved in the manufacturing and sale of automobiles, and auto-related molds and components; provision of automobile leasing and after sales services, automobile power batteries, lithium-ion batteries, photovoltaic, and iron battery products; and rail transport and related business. The company develops urban rail transportation business. BYD Company Limited was founded in 1994 and is headquartered in Shenzhen, China.

− ACCIONES|EASYJET PLC

Sale de la cartera; tenia un 0.47% de peso.

easyJet plc operates as a low-cost airline carrier in Europe. The company engages in the development of building projects; financing and insurance business; and tour operator activities, as well as provides holiday packages. It also offers heavy base maintenance and air transport services. easyJet plc was founded in 1995 and is headquartered in Luton, the United Kingdom.

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− ACCIONES|JetBlue Airways

Sale de la cartera; tenia un 0.28% de peso.

JetBlue Airways Corporation provides air transportation services. The company operates a fleet of Airbus A220, Airbus A320, Airbus A320 Restyled, Airbus A321, Airbus A321 with Mint, Airbus A321neo, Airbus A321neo with Mint, and Airbus A321neoLR with Mint aircraft. It also serves 100 destinations across the United States, the Caribbean, Latin America, Canada, and Europe. In addition, it operates airport lounges, as well as provides vacation services. JetBlue Airways Corporation was incorporated in 1998 and is based in Long Island City, New York.

▲ ACCIONES|BERKSHIRE HATHAWAY INC

Pasa del 0.71% al 3.46%.

Berkshire Hathaway Inc., together with its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses. The company provides property, casualty, life, accident, and health insurance and reinsurance; operates railroad systems in North America; generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets. It manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; prefabricated and site-built residential homes, flooring products; insulation, roofing, and engineered products; building and engineered components; paints and coatings; and bricks and masonry products, as well as offers manufactured and site-built home construction, and related lending and financial services. In addition, the company provides recreational vehicles, apparel, footwear, toys, jewelry, custom picture framing products, alkaline batteries, logistics services, and professional aviation training and shared aircraft ownership programs; castings, forgings, fasteners/fastener systems, aerostructures, and precision components; and cobalt, nickel, and titanium alloys. Further, it distributes televisions and information, and grocery and non-food consumer products; franchises and services quick service restaurants; and distributes electronic components. Additionally, it retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and floor coverings; watches, home decor and repair services; sells kitchenware; and motorcycle clothing and equipment. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.

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▲ ACCIONES|GRENERGY RENOVABLES SA

Pasa del 1.47% al 2.13%.

Grenergy Renovables, S.A., together with its subsidiaries, engages in the renewable energy business in Spain, Italy, the United Kingdom, Poland, Germany, Romania, Chile, Peru, Colombia, Argentina, Mexico, and the Unites States. It operates through four segments: Development and Construction, Energy, Commercialization, and Services. The company develops, constructs, operates, promotes, and sells renewable energy installations; and sells and commercializes photovoltaic and wind projects, battery energy storage systems, and hybrid and stand-alone storage pipelines. In addition, it offers asset management; and operations and maintenance services. The company was incorporated in 2007 and is headquartered in Madrid, Spain. Greenery Renovables, S.A. operates as a subsidiary of Daruan Group Holding, S.L.

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▲ ACCIONES|BERKSHIRE HATHAWAY INC-CL A

Pasa del 5.63% al 6.04%.

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▲ ACCIONES|TENCENT HOLDINGS LTD

Pasa del 1.45% al 1.80%.

Tencent Holdings Limited, an investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally. The company's consumers business includes communications and social services, such as instant messaging and social networks; digital content, including online games, videos, live streaming, news, music, and literature; fintech services, which include mobile payment, wealth management, consumer loans, and securities trading; and various tools comprising network security management, browsing, navigation, application management, email, etc. Its enterprise business comprises marketing solutions, which offer digital tools, including user insight, creative management, placement strategy, and digital assets management; and cloud services, such as cloud computing, big data analytics, artificial intelligence, Internet of Things, and security and other technologies for financial services, education, healthcare, retail, industry, transport, energy, and radio and television industries. The company also invests in, produces, and distributes films and television programs; offers copyrights licensing and merchandise sales and other services; provides internet advertisement services; and offers software development, and information technology and system integration services, as well as develops and operates mobile games. The company was formerly known as Tencent (BVI) Limited and changed its name to Tencent Holdings Limited in February 2004. Tencent Holdings Limited was founded in 1998 and is headquartered in Shenzhen, the People's Republic of China.

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▲ ACCIONES|PALANTIR TECHNOLOGIES INC-A(PLT

Pasa del 0.95% al 1.28%.

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally. It provides Palantir Gotham integrates with other platforms for defense offerings which enables users to see, understand, and act in the modern battlespace; operations centers to the tactical edge; integrating data from domains and sensors in near real-time; and situational awareness and accelerating operational decision-making, as well as facilitates the hand-off between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform. It also offers Palantir Foundry, a platform that helps organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place. In addition, it provides Palantir Apollo, a software that delivers software and updates across the business, as well as enables customers to deploy their software virtually in any environment; and Palantir Artificial Intelligence Platform that provides unified access to open-source, self-hosted, and commercial large language models (LLMs) that can transform structured and unstructured data into LLM-understandable objects and can turn organizations' actions and processes into tools for humans and LLM-driven agents. The company also has a strategic partnership with Ondas Inc. to develop and deploy AI-enabled operational capabilities to scale stratospheric, aerial, and land-based ISR missions. The company has a strategic collaboration with NVIDIA to deliver an intelligent engine for running NVIDIA AI and Nemotron open models in sovereign environments and with PwC to transform critical business operations and deliver measurable enterprise value. The company was incorporated in 2003 and is headquartered in Aventura, Florida.

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▲ ACCIONES|SIEMENS ENERGY AG(ENR GY)

Pasa del 0.96% al 1.22%.

Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments. The company provides gas and steam turbines, generators, and heat pumps, as well as performance enhancement, maintenance, digitalization, and consulting services for central and distributed power generation; and high voltage direct current transmission systems, offshore wind farm grid connections, transformers, flexible alternating current transmission systems, high voltage substations, air and gas-insulated switchgears, circuit breakers, capacitor, digital grid solutions and components, components and cyber security, and transformers and storage solutions. It also offers electrolyzers, industrial steam turbines, industrial generators, turbo and reciprocating compressors, drive systems and solutions, batteries and fuel cells, and other systems and solutions, as well as service and digital offerings; onshore and onshore wind turbines; design, engineering, manufacturing, and installation solutions for onshore markets; offshore wind turbine equipment design, manufacturing, and installation solutions; and management, operation and maintenance services for wind farms. The company serves utilities, independent power producers, project developers, municipal energy producers, engineering, procurement, and construction companies, oil and gas, transmission and distribution system operators, and industrial and infrastructure customers. Siemens Energy AG was founded in 1866 and is based in Munich, Germany.

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▲ ACCIONES|ALIBABA GROUP HOLDING LTD

Pasa del 0.69% al 0.94%.

Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally. It operates through the Alibaba China E-Commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others segments. The Alibaba China E-commerce Group segment operates Taobao and Tmall, which are digital retail platforms; Taobao Instant Commerce, a local services and on-demand delivery platform; 1688.com, a domestic wholesale marketplace; and Xianyu, a consumer-to-consumer community and marketplace for idle goods. Its Alibaba International Digital Commerce Group segment includes AliExpress, a global e-commerce platform; Trendyol, an e-commerce platform in Turkey; Lazada, an e-commerce platform in Southeast Asia; Daraz, an e-commerce platform in South Asia, primarily in Pakistan and Bangladesh; and Alibaba.com, an integrated international online wholesale marketplace. The Cloud Intelligence Group segment offers a suite of cloud services based on infrastructure-as-a-service, platform-as-a-service, and model-as-a-service. Its All Others segment comprises Amap, a provider of mobile digital maps, navigation, and real-time traffic information in China; Cainiao, which provides logistics solutions; Youku, an online long-form video platform in China; Freshippo, a retail platform for groceries and fresh goods; and Alibaba Health, a pharmaceutical and healthcare services platform. Alibaba Group Holding Limited was incorporated in 1999 and is based in Hangzhou, China.

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▲ ACCIONES|ORYZON GENOMICS SA

Pasa del 1.18% al 1.42%.

Oryzon Genomics S.A., a clinical stage biopharmaceutical company, engages in the discovery and development of epigenetics-based therapeutics for patients with cancer and CNS (central nervous system), oncology, and hematology disorders. Its clinical phase compounds include iadademstat (ORY-1001), a selective LSD1 inhibitor that is in Phase II trials for oncology; and vafidemstat (ORY-2001), a CNS-optimized LSD1 inhibitor, which is in Phase II trials for the treatment of CNS and psychiatric diseases. Its product candidates also comprise ORY-3001, an LSD1 inhibitor that is in preclinical development for the treatment of non-oncological diseases; and ORY-4001, a selective HDAC-6 inhibitor for the treatment of neurological disorders, such as Charcot-Marie-Tooth disease (CMT), amyotrophic lateral sclerosis (ALS), and others. It also has collaborations in precision medicine with Columbia University in New York and the Institute of Medical and Molecular Genetics (INGEMM) at La Paz Hospital in Madrid psychometrically characterize patients with mutations in the SetD1A or Shank3 genes; and Cooperative Research and Development Agreement (CRADA) to sponsor several clinical trials. The company was incorporated in 2000 and is based in Cornellà de Llobregat, Spain.

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▲ ACCIONES|CHINA LIFE INSURANCE

Pasa del 0.45% al 0.68%.

China Life Insurance Company Limited, together with its subsidiaries, operates as a life insurance company in the People's Republic of China. The company operates through Life Insurance Business, Health Insurance Business, Accident Insurance Business, and Other Businesses segments. It offers life, annuity, health, and accident insurance products to individuals and groups. The company was founded in 1949 and is based in Beijing, the People's Republic of China. China Life Insurance Company Limited operates as a subsidiary of China Life Insurance (Group) Company.

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▼ ACCIONES|CROWDSTRIKE HOLDINGS INC

Pasa del 2.46% al 2.02%.

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software as a service (SaaS) subscription-based model. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, threat intelligence, data protection, SaaS security posture management, and AI powered workflow automation, and securing generative AI workload services, as well as security orchestration, automation, and response; and security information and event management, and log management services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company has a strategic alliance with Cognizant Technology Solutions Corporation to help enterprises secure artificial intelligence across its lifecycle, from the AI agents and models to the foundational infrastructure that supports the entire AI ecosystem and with Snowflake to bring AI-native security and enterprise data at scale. Additionally, it has a partnership with Fortanix Inc. to combine its Falcon platform with Fortanix Confidential AI to provide an integrated solution for end-to-end AI security. The company was incorporated in 2011 and is headquartered in Austin, Texas.

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Aviso

Esto no es asesoramiento financiero. La cartera procede del informe periodico que el fondo presenta en la CNMV y llega con retraso respecto al cierre real del periodo: es una foto del final de cada semestre, no la cartera en tiempo real.