Titelia

Holdings of RHO SELECCION, FI

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

Net assets
63.2M € including 44.4M € in equities, 70.2 %
Positions
25 in 14 countries
Top ten
34.7 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Golar LNG Ltd 2.5M €4.00 %
2Alibaba Group Holding Ltd 2.4M €3.83 %
3DCC PLC 2.4M €3.73 %
4Opmobility 2.3M €3.65 %
5JD.COM INC 2.2M €3.54 %
6Sanofi SA 2.2M €3.53 %
7Aalberts NV 2.1M €3.32 %
8Reply SpA 2M €3.12 %
9Pfizer Inc 1.9M €3.02 %
10FUCHS SE 1.9M €2.93 %
11Gestamp Automocion SA 1.8M €2.88 %
12Sesa SpA 1.8M €2.87 %
13Vallourec SACA 1.8M €2.84 %
14Puig Brands SA 1.7M €2.75 %
15Deutsche Post AG 1.7M €2.72 %
16Stora Enso Oyj 1.6M €2.57 %
17Pluxee NV 1.5M €2.44 %
18Roche Holding AG 1.5M €2.40 %
19Alten SA 1.4M €2.29 %
20Mersen SA 1.4M €2.26 %
21Grifols SA 1.4M €2.16 %
22Novo Nordisk A/S 1.3M €2.06 %
23Syensqo SA 1.3M €2.03 %
24Kosmos Energy Ltd 1.1M €1.77 %
25Fairfax India Holdings Corp 986.3K €1.56 %

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Sector breakdown

  • Health care 15.7 %
  • Consumer discretionary 5.5 %
  • Industrials 3.9 %
  • Unattributed 75.0 %

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

  • France 20.8 %
  • United States 12.3 %
  • Spain 11.1 %
  • Italy 8.5 %
  • Netherlands 8.2 %
  • Germany 8.0 %
  • Bermuda 5.7 %
  • Ireland 5.3 %
  • Cayman Islands 5.0 %
  • Finland 3.7 %
  • Switzerland 3.4 %
  • Denmark 2.9 %
  • Other countries 5.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1France59.2M €20.75 %
2United States35.4M €12.27 %
3Spain34.9M €11.08 %
4Italy23.8M €8.53 %
5Netherlands23.6M €8.20 %
6Germany23.6M €8.03 %
7Bermuda12.5M €5.69 %
8Ireland12.4M €5.31 %
9Cayman Islands12.2M €5.04 %
10Finland11.6M €3.65 %
11Switzerland11.5M €3.42 %
12Denmark11.3M €2.93 %
Cite this page

Titelia. "Holdings of RHO SELECCION, FI". https://titelia.com/en/funds/ESFI5594-0