Titelia

Holdings of PANDA AGRICULTURE & WATER FUND, FI

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
13.3M € including 11M € in equities, 82.7 %
Positions
53 in 20 countries
Top ten
31.8 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1K+S AG 553.9K €4.18 %
2BioGaia AB 486.3K €3.67 %
3Ebara Jitsugyo Co Ltd 453.4K €3.42 %
4Kenko Mayonnaise Co Ltd 446.1K €3.37 %
5AEP Plantations PLC 413.3K €3.12 %
6Interpump Group SpA 402.3K €3.04 %
7T Hasegawa Co Ltd 384.6K €2.90 %
8Sakata Seed Corp 371.5K €2.80 %
9Maruzen Co Ltd/Taito ward 364.1K €2.75 %
10MP Evans Group PLC 338.7K €2.56 %
11Cresud SACIF y A 332.4K €2.51 %
12Genus PLC 327.2K €2.47 %
13Sumitomo Forestry Co Ltd 316.7K €2.39 %
14Italian Wine Brands S.P.A 306.2K €2.31 %
15SEEKA KIWIFRUIT INDS 270K €2.04 %
16Sociedad Quimica y Minera de Chile SA 263.6K €1.99 %
17a2 Milk Co Ltd/The 263.4K €1.99 %
18ORIGINAL ENGINEERING 259.1K €1.95 %
19Kato Sangyo Co Ltd 252.8K €1.91 %
20Tyson Foods Inc 249.5K €1.88 %
21Adecoagro SA 216.5K €1.63 %
22Takuma Co Ltd 215.5K €1.63 %
23ICL Group Ltd 194.4K €1.47 %
24Daiwa Industries Ltd 185.9K €1.40 %
25Emmi AG 181.5K €1.37 %
26Givaudan SA 175.7K €1.33 %
27NJS Co Ltd 171.9K €1.30 %
28Novonesis Novozymes B 169.9K €1.28 %
29Yakult Honsha Co Ltd 166.4K €1.26 %
30Ence Energia y Celulosa SA 158.5K €1.20 %
31Mowi ASA 154.1K €1.16 %
32SATOH&CO LTD 141.2K €1.07 %
33KWS Saat SE & Co KGaA 137.2K €1.04 %
34Ajis Co Ltd 136.8K €1.03 %
35Kurita Water Industries Ltd 124.6K €0.94 %
36Kubota Corp 120.5K €0.91 %
37Symrise AG 117.1K €0.88 %
38Hokuryo Co Ltd/Hokkaido 114.8K €0.87 %
39Glanbia PLC 102.1K €0.77 %
40MICREED CO LTD 96.2K €0.73 %
41Nihon Trim Co Ltd 95.7K €0.72 %
42ForFarmers NV 93K €0.70 %
43Kerry Group PLC 83.9K €0.63 %
44B.F. S.P.A. 81.4K €0.61 %
45GROUPE GUILLIN SA 80.3K €0.61 %
46Illumina Inc 78.2K €0.59 %
47Bakkafrost P/F 74.6K €0.56 %
48Aker BioMarine ASA 64K €0.48 %
49MHP SE 48.8K €0.37 %
50BRASILAGRO - COMPANHIA BRASILEIRA DE PROPRIEDADES AGRICOILAS SA 48.6K €0.37 %
51HELIOS FAIRFAX PARTN 36.7K €0.28 %
52EUROESPES SA 23.6K €0.18 %
53FIRSTFARMS A/S 17.6K €0.13 %

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Sector breakdown

  • Consumer staples 2.3 %
  • Health care 0.7 %
  • Unattributed 97.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • Japan 40.3 %
  • United Kingdom 10.3 %
  • United States 8.0 %
  • Germany 7.4 %
  • Italy 7.2 %
  • Sweden 4.4 %
  • Switzerland 3.3 %
  • New Zealand 2.5 %
  • Chile 2.4 %
  • Australia 2.4 %
  • Norway 2.0 %
  • Israel 1.8 %
  • Other countries 8.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Japan194.4M €40.30 %
2United Kingdom41.1M €10.29 %
3United States4876.6K €8.00 %
4Germany3808.2K €7.37 %
5Italy3789.9K €7.21 %
6Sweden1486.3K €4.44 %
7Switzerland2357.2K €3.26 %
8New Zealand1270K €2.46 %
9Chile1263.6K €2.40 %
10Australia1263.4K €2.40 %
11Norway2218.1K €1.99 %
12Israel1194.4K €1.77 %
Cite this page

Titelia. "Holdings of PANDA AGRICULTURE & WATER FUND, FI". https://titelia.com/en/funds/ESFI4599-0