Skip to main content

CRITERIA CAIXA, S.A.U.

Location
BARCELONA, U3
Portfolio Value
Small $241,720,892
Diversification
Moderately concentrated
Filing Date
Global Rank
#3,929 / 8,662 ▼ 1922 · as of Dec 2025
Top Industry
Software - Infrastructure 29.9%
3Y Alpha vs SPY
-6.3%
Period ended 6 months ago
Filed Feb 17, 2026 · 5mo
24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+47.4%
SPY
+76.5%
Annualised alpha
-7.0%
Max drawdown
−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
29.9%
+12.0 pts
Top 5
100.0%
+37.6 pts
Top 10
100.0%
+9.2 pts
HHI
2,311
Mar 2023 → Dec 2025 · range 608 – 2,311
Moderately concentrated+1,287

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 50.1% $121,186,091
Consumer Cyclical 26.8% $64,875,423
Basic Materials 14.8% $35,774,121
Financial Services 8.2% $19,885,257

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
11 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
5 positions · $241,720,892 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History