Titelia

Holdings of ROLNIK CONVICTION, FI

ROLNIK CAPITAL OWNERS, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
5.4M € including 5.3M € in equities, 98.0 %
Positions
41 in 7 countries
Top ten
57.2 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Dlocal Ltd/Uruguay 441.8K €8.16 %
2Shift4 Payments Inc 431.6K €7.97 %
3NU Holdings Ltd/Cayman Islands 376.3K €6.95 %
4PDD Holdings Inc 336.9K €6.22 %
5ClearPoint Neuro Inc 278.9K €5.15 %
6Meituan 260.4K €4.81 %
7MercadoLibre Inc 252.1K €4.65 %
8Nebius Group NV 249.4K €4.61 %
9Dream Finders Homes Inc 247.5K €4.57 %
10Celsius Holdings Inc 222.9K €4.12 %
11StoneCo Ltd 213.1K €3.93 %
12Binjiang Service Group Co Ltd 193.8K €3.58 %
13CHINA ONLINE EDUCATION - ADR 192.1K €3.55 %
14Constellation Software Inc/Canada 176.6K €3.26 %
15Atlassian Corp 171.2K €3.16 %
16Oscar Health Inc 160.3K €2.96 %
17New Oriental Education & Technology Group Inc 157.9K €2.92 %
18Freee KK 145.5K €2.69 %
19Brookfield Corp 141.4K €2.61 %
20Sea Ltd 141.2K €2.61 %
21TIMEE INC 103.3K €1.91 %
22Duolingo Inc 101.6K €1.88 %
23Coupang Inc 84.4K €1.56 %
24Tempus AI Inc 71.6K €1.32 %
25Ever Sunshine Services Group Ltd 65.5K €1.21 %
26SMARTRENT INC 51.6K €0.95 %
27Tesla Inc 7.7K €0.14 %
28Tencent Holdings Ltd 6.6K €0.12 %
29Shopify Inc 5.5K €0.10 %
30Cloudflare Inc 3.9K €0.07 %
31Procore Technologies Inc 3.1K €0.06 %
32Netflix Inc 2.4K €0.04 %
33Datadog Inc 2.2K €0.04 %
34Amazon.com Inc 2K €0.04 %
35Gitlab Inc 1.6K €0.03 %
36Adyen NV 1.4K €0.03 %
37Meta Platforms Inc 1.1K €0.02 %
38Lumine Group Inc 1K €0.02 %
39Spotify Technology SA 989 €0.02 %
40ServiceNow Inc 652 €0.01 %
41Airbnb Inc 578 €0.01 %

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Sector breakdown

  • Consumer discretionary 13.9 %
  • Financials 9.8 %
  • Technology 3.6 %
  • 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

  • United States 52.9 %
  • Cayman Islands 18.2 %
  • Uruguay 8.3 %
  • Canada 6.1 %
  • Hong Kong SAR China 5.0 %
  • Netherlands 4.7 %
  • Japan 4.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States252.8M €52.91 %
2Cayman Islands5967.2K €18.22 %
3Uruguay1441.8K €8.32 %
4Canada4324.5K €6.11 %
5Hong Kong SAR China2266.9K €5.03 %
6Netherlands2250.8K €4.72 %
7Japan2248.8K €4.69 %
Cite this page

Titelia. "Holdings of ROLNIK CONVICTION, FI". https://titelia.com/en/funds/ESFI5466-0