Cartera de Valores
Mayo 2025

Alberto Sanz
Gestor de Carteras
Cartera Mensual
Ibex 35 y Continuo Zona Euro Zona No Euro Wall Street Bco Sabadell ASML Holding BAE SYSTEMS PLC (BA.) Alphabet Bankinter SAP Amazon Unicaja Hermes AMD Iberdrola Rheinmetall AG (RHM) Broadcom Indra Leonardo CrowdStrike IAG Data Dog Repsol Eli Lilly Fortinet Fortinet Intuitive Surgical Lam Research Meta Platforms (META) Microsoft Netflix Nvidia Oracle (ORCL) Palo Alto (PANW) Salesforce Super Micro Computer (SMCI) Taiwan Semiconductor (TSM) Zscaler (ZS) Palantir España y Europa
Cartera 2024Valor (Ticker) Mercado Estado Resis/Sopor __________________________Análisis____________________________ Air Liquide CAC 40 (Paris) ASML Holding (ASML) Amsterdam BBVA (BBVA) Ibex 35 Equinor Oslo Lonza (LONN) SIX (Suiza) Partnes Group SIX (Suiza) Roche (ROG) SIX (Suiza) Sika (SIKA) SIX (Suiza) Hermes (HRMS) CAC 40 (Paris) Inditex (ITX) Ibex 35 Novo Nordisq (NOVOb) Copenhague Repsol (REP) Ibex 35 Rheimetal (DAX) DAX (Frankfurt) Rolls-Royce (RR.) Londres Safran (SAF) CAC 40 (Paris) SAP (SAP) DAX (Frankfurt) UniCredit (CRDI) FTSE (Milan)