Titelia

Holdings of ROLNIK CONVICTION, FI

ROLNIK CAPITAL OWNERS, SGIIC, S.A. ·41 declared positions · as of Dec 31, 2025

Original filing · Net assets 5.4M € · Ten largest lines: 58.3 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 11.3 %
  • Financials 9.7 %
  • Consumer staples 6.0 %
  • Technology 0.2 %
  • Communication 0.2 %
  • Unattributed 72.5 %

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

  • US 52.9 %
  • KY 18.2 %
  • UY 8.3 %
  • CA 6.1 %
  • HK 5.0 %
  • NL 4.7 %
  • JP 4.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US252.8M €52.91 %
KY5967.2K €18.22 %
UY1441.8K €8.32 %
CA4324.5K €6.11 %
HK2266.9K €5.03 %
NL2250.8K €4.72 %
JP2248.8K €4.69 %

Positions

CompanySharesValueWeight
Dlocal Ltd/Uruguay 441.8K €8.16 %
Shift4 Payments Inc 431.6K €7.97 %
NU Holdings Ltd/Cayman Islands 376.3K €6.95 %
PDD Holdings Inc 336.9K €6.22 %
ClearPoint Neuro Inc 278.9K €5.15 %
Meituan 260.4K €4.81 %
MercadoLibre Inc 252.1K €4.65 %
Nebius Group NV 249.4K €4.61 %
Dream Finders Homes Inc 247.5K €4.57 %
Celsius Holdings Inc 222.9K €4.12 %
StoneCo Ltd 213.1K €3.93 %
Binjiang Service Group Co Ltd 193.8K €3.58 %
CHINA ONLINE EDUCATION - ADR 192.1K €3.55 %
Constellation Software Inc/Canada 176.6K €3.26 %
Atlassian Corp 171.2K €3.16 %
Oscar Health Inc 160.3K €2.96 %
New Oriental Education & Technology Group Inc 157.9K €2.92 %
Freee KK 145.5K €2.69 %
Brookfield Corp 141.4K €2.61 %
Sea Ltd 141.2K €2.61 %
TIMEE INC 103.3K €1.91 %
Duolingo Inc 101.6K €1.88 %
Coupang Inc 84.4K €1.56 %
Tempus AI Inc 71.6K €1.32 %
Ever Sunshine Services Group Ltd 65.5K €1.21 %
SMARTRENT INC 51.6K €0.95 %
Tesla Inc 7.7K €0.14 %
Tencent Holdings Ltd 6.6K €0.12 %
Shopify Inc 5.5K €0.10 %
Cloudflare Inc 3.9K €0.07 %
Procore Technologies Inc 3.1K €0.06 %
Netflix Inc 2.4K €0.04 %
Datadog Inc 2.2K €0.04 %
Amazon.com Inc 2K €0.04 %
Gitlab Inc 1.6K €0.03 %
Adyen NV 1.4K €0.03 %
Meta Platforms Inc 1.1K €0.02 %
Lumine Group Inc 1K €0.02 %
Spotify Technology SA 989 €0.02 %
ServiceNow Inc 652 €0.01 %
Airbnb Inc 578 €0.01 %