Gestora
IBERCAJA GESTION, SGIIC, S.A.
Ver el universo de gestoras de la CNMV →
Ficha de fondo
IBERCAJA MEGATRENDS, FI
Categoria
—
Ultimo periodo
2S 2025
Posiciones
46
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.
46
Empresa
Tipo
Pais
Peso
Precio
Movimientos del periodo
2S 2025 frente a 1S 2025 (estimada)
Nuevas: 11
Salidas: 9
Incrementos: 10
Recortes: 12
− ACCIONES|DATADOG
Sale de la cartera; tenia un 2.75% de peso.
− ACCIONES|SMITH & NEPHEW
Sale de la cartera; tenia un 2.37% de peso.
− ACCIONES|CIENA
Sale de la cartera; tenia un 1.83% de peso.
− ACCIONES|PAYPAL HOLDINGS INC
Sale de la cartera; tenia un 1.78% de peso.
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide. The company operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, consumer credit and debit products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards. It provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, Hyperwallet, Honey, and Paidy names. The company was founded in 1998 and is headquartered in San Jose, California.
Ver ficha de la empresa →− ACCIONES|CONSOLIDATED EDISON
Sale de la cartera; tenia un 1.72% de peso.
− ACCIONES|NEXANS SA
Sale de la cartera; tenia un 1.56% de peso.
− ACCIONES|ARISTA NETWORKS
Sale de la cartera; tenia un 1.50% de peso.
− ACCIONES|INGERSOLL RAND
Sale de la cartera; tenia un 1.40% de peso.
− ACCIONES|JFROG
Sale de la cartera; tenia un 0.74% de peso.
▼ ACCIONES|MICROSOFT
Pasa del 5.52% al 5.25%.
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. It operates through three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and sales solutions; Dynamics 365, a set of cloud-based applications; and on-premises ERP and CRM applications. The Intelligent Cloud segment offers server products and cloud services; cloud and AI consumption-based services, GitHub cloud services, health and life sciences cloud services, as well as virtual desktop offerings, and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related client access licenses; and enterprise support services, industry solutions, Microsoft partner network, and learning experience. The More Personal Computing segment provides Windows OEM licensing and devices comprising Surface and PC accessories; XBOX hardware, and XBOX first- and third-party content and services; XBOX Game Pass and other subscriptions; XBOX Cloud Gaming, advertising, and other cloud services; and search advertising consisting of Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates. It sells its products through partners and retail networks. The company was founded in 1975 and is headquartered in Redmond, Washington.
Ver ficha de la empresa →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.