MyISIN

Fondos A-Z

PANZA INVERSIONES, FI

•CLASE A

Cartera Renta Variable
2025-Q1
1
NEXT PLC3.452.153 €3.02%

7.57%

2
WOLTERS KLUWER NV2.889.805 €2.53%

10.5%

3
RELX PLC2.872.040 €2.51%

10.17%

4
STEEL DYNAMICS INC2.855.295 €2.5%

154.64%

5
ARKEMA SA2.773.830 €2.42%

4.08%

6
SKANDINAVISKA ENSKILDA BANKEN AB CLASS A2.705.815 €2.36%

32.8%

7
FORVIA SE2.705.612 €2.36%

122.39%

8
PROCTER & GAMBLE CO2.705.505 €2.36%

6.31%

9
AKER BP ASA2.574.749 €2.25%

16.38%

10
LVMH MOET HENNESSY LOUIS VUITTON SE2.405.142 €2.1%

12.04%

11
CIE AUTOMOTIVE SA2.400.998 €2.1%

0.8%

12
BABCOCK INTERNATIONAL GROUP PLC2.325.153 €2.03%

35.46%

13
EOG RESOURCES INC2.308.322 €2.02%

9.12%

14
HUNTSMAN CORP2.227.676 €1.95%

344.48%

15
TRIGANO SA2.219.401 €1.94%

15.07%

16
IBSTOCK PLC2.218.677 €1.94%

5.63%

17
JOHNSON MATTHEY PLC2.216.822 €1.94%

179.98%

18
VERALLIA2.156.154 €1.88%

35.88%

19
LABORATORIOS FARMACEÚTICOS ROVI, SA2.144.100 €1.87%

46.46%

20
MORGAN SINDALL GROUP PLC2.120.932 €1.85%

10.31%

21
COLOPLAST AS CLASS B2.031.112 €1.77%

6.4%

22
BRENNTAG SE1.981.938 €1.73%

26.2%

23
FORTERRA PLC1.905.497 €1.67%

16.39%

24
EPIROC AB ORDINARY SHARES - CLASS A1.874.520 €1.64%

26.45%

25
BERKELEY GROUP HOLDI1.821.690 €1.59%

Nueva

26
ALTEN1.772.906 €1.55%

Nueva

27
BREMBO NV1.760.810 €1.54%

9.55%

28
COMMERZBANK AG1.742.251 €1.52%

28.6%

29
NOVO NORDISK AS CLASS B1.711.509 €1.5%

24.79%

30
AAK AB1.702.406 €1.49%

18.27%

31
GEBERIT AG1.636.360 €1.43%

20.4%

32
ATLAS COPCO AB CLASS A1.620.530 €1.42%

17.32%

33
SCHNEIDER ELECTRIC SE1.612.659 €1.41%

36.45%

34
ABB LTD1.567.376 €1.37%

9.38%

35
HOLOGIC INC1.555.920 €1.36%

9.13%

36
BARRATT REDROW PLC1.535.334 €1.34%

57.54%

37
ROCKWOOL A/S CLASS B1.527.568 €1.33%

16.24%

38
ACCENTURE PLC CLASS A1.422.788 €1.24%

45.17%

39
SOUTHERN COPPER CORP1.404.407 €1.23%

8.2%

40
BUZZI SPA1.374.092 €1.2%

41.17%

41
CARL ZEISS MEDITEC AG1.354.713 €1.18%

33.13%

42
WETHERSPOON (J D) PLC1.343.531 €1.17%

1.55%

43
STELLANTIS NV1.306.394 €1.14%

8.28%

44
AUTO TRADER GROUP PLC1.270.871 €1.11%

Nueva

45
VIDRALA SA1.181.625 €1.03%

0.65%

46
PULTEGROUP INC1.174.012 €1.03%

21.73%

47
UNICREDIT SPA1.172.668 €1.02%

43.34%

48
ANGLO AMERICAN PLC1.154.629 €1.01%

Nueva

49
D.R. HORTON INC1.150.753 €1.01%

24.74%

50
WACKER CHEMIE AG1.134.048 €0.99%

Nueva

51
EVONIK INDUSTRIES AG1.115.343 €0.97%

Nueva

52
RYANAIR HOLDINGS PLC1.111.484 €0.97%

22.19%

53
SCHINDLER HOLDING AG NON VOTING1.097.351 €0.96%

49.83%

54
WIZZ AIR HOLDINGS PLC1.042.328 €0.91%

Nueva

55
PERNOD RICARD SA1.028.500 €0.9%

16.28%

56
LENNAR CORP CLASS A1.005.643 €0.88%

31.38%

57
CONTINENTAL AG952.131 €0.83%

Nueva

58
LANXESS AG917.285 €0.8%

Nueva

59
BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG899.876 €0.79%

14.46%

60
REMY COINTREAU872.593 €0.76%

26.13%

61
SYENSQO SA862.020 €0.75%

Nueva

62
MODERNA INC834.067 €0.73%

26.23%

63
RENISHAW PLC791.239 €0.69%

Nueva

64
BELLWAY PLC702.950 €0.61%

Nueva

65
ROBERT HALF INC668.671 €0.58%

49.25%

66
AALBERTS NV659.599 €0.58%

78.53%

67
DAVIDE CAMPARI-MILANO NV AZ NOM POST FRAZIONAMENTO635.853 €0.56%

45.68%

68
FUCHS SE PRF PERPETUAL EUR261.488 €0.23%

81.72%

69
OPMOBILITÉ107.657 €0.09%

Nueva

70
FUCHS SE REGISTERED SHARES64.852 €0.06%

Nueva

2025-Q2
1
BABCOCK INTERNATIONAL GROUP PLC3.950.950 €3.73%

9.67%

2
TRIGANO SA3.177.632 €3%

64.75%

3
FORVIA SE3.101.801 €2.93%

154.96%

4
JOHNSON MATTHEY PLC3.039.539 €2.87%

283.88%

5
MORGAN SINDALL GROUP PLC2.872.003 €2.71%

49.37%

6
STEEL DYNAMICS INC2.787.314 €2.63%

148.58%

7
CIE AUTOMOTIVE SA2.756.492 €2.6%

15.73%

8
ARKEMA SA2.678.766 €2.53%

0.51%

9
SKANDINAVISKA ENSKILDA BANKEN AB CLASS A2.414.097 €2.28%

18.48%

10
FORTERRA PLC2.129.228 €2.01%

30.06%

11
EOG RESOURCES INC2.115.697 €2%

0.02%

12
PROCTER & GAMBLE CO2.080.627 €1.96%

27.95%

13
EPIROC AB ORDINARY SHARES - CLASS A1.984.111 €1.87%

33.84%

14
SCHNEIDER ELECTRIC SE1.967.395 €1.86%

66.47%

15
LABORATORIOS FARMACEÚTICOS ROVI, SA1.928.186 €1.82%

31.72%

16
LVMH MOET HENNESSY LOUIS VUITTON SE1.870.432 €1.76%

12.87%

17
BRENNTAG SE1.868.875 €1.76%

19%

18
IBSTOCK PLC1.861.499 €1.76%

11.37%

19
COMMERZBANK AG1.838.367 €1.73%

24.66%

20
ABB LTD1.756.180 €1.66%

22.56%

21
NEXT PLC1.740.815 €1.64%

45.76%

22
COLOPLAST AS CLASS B1.689.597 €1.59%

11.49%

23
AKER BP ASA1.688.395 €1.59%

23.68%

24
ALTEN1.667.233 €1.57%

Nueva

25
SOUTHERN COPPER CORP1.586.616 €1.5%

22.24%

26
GEBERIT AG1.561.849 €1.47%

14.92%

27
ATLAS COPCO AB CLASS A1.506.575 €1.42%

9.07%

28
ROCKWOOL A/S1.496.559 €1.41%

Nueva

29
RELX PLC1.483.263 €1.4%

43.1%

30
BUZZI SPA1.457.589 €1.38%

49.75%

31
ROBERT HALF INC1.451.059 €1.37%

10.12%

32
HOLOGIC INC1.449.985 €1.37%

15.31%

33
HUNTSMAN CORP1.445.040 €1.36%

188.32%

34
WOLTERS KLUWER NV1.415.667 €1.34%

56.16%

35
NOVO NORDISK AS CLASS B1.395.610 €1.32%

38.67%

36
AUTO TRADER GROUP PLC1.375.088 €1.3%

Nueva

37
WETHERSPOON (J D) PLC1.363.667 €1.29%

0.08%

38
CARL ZEISS MEDITEC AG1.274.235 €1.2%

25.22%

39
AAK AB1.258.815 €1.19%

12.55%

40
ANGLO AMERICAN PLC1.205.039 €1.14%

Nueva

41
ACCENTURE PLC CLASS A1.198.665 €1.13%

53.8%

42
VISTEON CORP1.183.695 €1.12%

Nueva

43
EVONIK INDUSTRIES AG1.180.953 €1.11%

Nueva

44
BREMBO NV1.154.575 €1.09%

40.69%

45
INVESTOR AB CLASS B1.099.428 €1.04%

Nueva

46
CONTINENTAL AG1.092.827 €1.03%

Nueva

47
BAYERISCHE MOTOREN WERKE AG1.086.398 €1.02%

Nueva

48
STELLANTIS NV1.083.230 €1.02%

23.95%

49
UNICREDIT SPA1.076.680 €1.02%

47.98%

50
LANXESS AG1.063.193 €1%

Nueva

51
PULTEGROUP INC1.058.636 €1%

29.42%

52
D.R. HORTON INC1.023.429 €0.97%

33.07%

53
RENISHAW PLC999.196 €0.94%

Nueva

54
RYANAIR HOLDINGS PLC974.251 €0.92%

31.8%

55
BERKELEY GROUP HOLDI958.175 €0.9%

Nueva

56
VIDRALA SA948.358 €0.89%

20.26%

57
CLARIANT AG942.607 €0.89%

Nueva

58
SCHINDLER HOLDING AG NON VOTING864.330 €0.82%

60.48%

59
LENNAR CORP CLASS A855.365 €0.81%

41.63%

60
BELLWAY PLC836.923 €0.79%

Nueva

61
BARRATT REDROW PLC808.322 €0.76%

17.06%

62
VERALLIA782.353 €0.74%

50.7%

63
AALBERTS NV782.319 €0.74%

111.74%

64
MODERNA INC744.892 €0.7%

34.12%

65
WACKER CHEMIE AG499.224 €0.47%

Nueva

66
WIZZ AIR HOLDINGS PLC374.398 €0.35%

Nueva

67
BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG368.255 €0.35%

64.99%

68
FUCHS SE PRF PERPETUAL EUR276.356 €0.26%

80.68%

69
REMY COINTREAU256.801 €0.24%

78.26%

70
DAVIDE CAMPARI-MILANO NV AZ NOM POST FRAZIONAMENTO247.745 €0.23%

78.84%

71
ANGLO AMERICAN PLATINUM LTD208.375 €0.2%

Nueva

72
OPMOBILITÉ128.267 €0.12%

Nueva

73
PERNOD RICARD SA121.232 €0.11%

90.13%

74
FUCHS SE REGISTERED SHARES68.042 €0.06%

Nueva

75
EXXON MOBIL CORP0 €

Vendida

76
WARTSILA OYJ0 €

Vendida

77
ROCKWOOL A/S CLASS B0 €

Vendida

78
DASSAULT AVIATION SA0 €

Vendida

79
BUCHER INDUSTRIES AG0 €

Vendida

80
MICROSOFT CORP0 €

Vendida

81
THALES0 €

Vendida

82
3I GROUP PLC0 €

Vendida

83
SHERWIN-WILLIAMS CO0 €

Vendida

84
EXOR NV0 €

Vendida