SEC 13F Intelligence

Managers / Q1 2025 · view latest →

CRITERIA CAIXA, S.A.U.

CIK 0002018922 · AVENIDA DIAGONAL, 621, BARCELONA, U3, 08028 · 34 93 409 21 21

Reported Value
$681M
Q1 2025
Positions
13
Filings on Record
26
2025–present window
Filed
May 15, 2025
original filing

Summary

Criteria Caixa, S.a.u. reported $681M in U.S.-listed holdings across 13 positions for Q1 2025.

Its largest position, ABBV, represents 16.7% of the portfolio.

Compared with Q4 2024, the fund opened 3 new positions and exited 5.

Portfolio Metrics

Turnover
+19.1%
vs prior filed quarter
Top-10 Concentration
+91.8%
share of reported value
Largest Position
+16.7%
Abbvie
New / Exited
3 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $701MQ4 ’24Q1 ’25: $681MQ1 ’25Q2 ’25: $762MQ2 ’25Q3 ’25: $853MQ3 ’25Q4 ’25: $290MQ4 ’25Q1 ’26: $24MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 96.9%ETP: 3.1%
  • Common Stock · 96.9% · $661M
  • ETP · 3.1% · $21M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ICLNISHARES GLOBAL CLEAN ENERGYNEW+1.83M1.83M+$21M$21M
CNICANADIAN NAIL RAILWAY CONEW+201.6K201.6K+$20M$20M
SNXTD SYNNEX CORPNEW+152.2K152.2K+$16M$16M
MSFTMICROSOFTADDED+122.2K183.0K+$43M$69M
MOSMOSAIC COSOLD OUT1.47M0$36M$0
OTEXOPEN TEXT CORPSOLD OUT1.16M0$33M$0
COLMCOLUMBIA SPORTSWEAR COSOLD OUT270.7K0$23M$0
MGAMAGNA INTL INCSOLD OUT501.5K0$21M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

13 positions
#IssuerClass% PortfolioValueShares
1ABBVABBVIE INChistory →COM16.69%$114M543.0K
2GOOGLALPHABET INChistory →CL A13.43%$91M591.6K
3KHCKRAFT HEINZ COhistory →COM10.66%$73M2.39M
4MSFTMICROSOFThistory →COM10.08%$69M183.0K
5AMZNAMAZON COM INChistory →COM9.60%$65M344.0K
6UBERUBER TECHNOLOGIES INChistory →COM7.83%$53M732.2K
7LINLINDE PLChistory →SHS7.02%$48M102.7K
8IQVIQVIA HOLDINGS INChistory →COM6.74%$46M260.6K
9PFEPFIZER INChistory →COM6.72%$46M1.81M
10ICLNISHARES GLOBAL CLEAN ENERGYhistory →COM3.06%$21M1.83M
11VVISA INC-CLASS A SHAREShistory →CL A2.97%$20M57.7K
12CNICANADIAN NAIL RAILWAY COhistory →COM2.88%$20M201.6K
13SNXTD SYNNEX CORPhistory →COM2.32%$16M152.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$24M2May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$290M8Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$853M19Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$762M19Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$681M13May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$701M18Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.