Titelia

Holdings of ROLAVI INVERSIONES, SICAV S.A.

SANTANDER ASSET MANAGEMENT, S.A., SGIIC ·51 declared positions · as of Dec 31, 2025

Original filing · Net assets 5.8M € · Ten largest lines: 36.8 % of the equity sleeve

Sector breakdown

  • Technology 20.9 %
  • Communication 13.5 %
  • Consumer discretionary 12.7 %
  • Health care 11.7 %
  • Industrials 11.4 %
  • Financials 10.2 %
  • Materials 5.8 %
  • Consumer staples 1.7 %
  • Utilities 1.0 %
  • Unattributed 11.1 %

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 49.9 %
  • FR 12.5 %
  • ES 11.2 %
  • DK 6.2 %
  • NL 5.2 %
  • GB 3.8 %
  • DE 3.0 %
  • HK 2.8 %
  • CH 1.8 %
  • SE 1.4 %
  • CA 1.4 %
  • IT 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US231.5M €49.92 %
2FR8373.6K €12.52 %
3ES7333.2K €11.16 %
4DK2183.9K €6.16 %
5NL1156.6K €5.25 %
6GB3114.3K €3.83 %
7DE290.6K €3.04 %
8HK183.6K €2.80 %
9CH153.9K €1.81 %
10SE143.2K €1.45 %
11CA143K €1.44 %
12IT118.8K €0.63 %

Positions

RankCompanySharesValueWeight
1ASML Holding NV 156.6K €2.68 %
2Alphabet Inc 129.2K €2.21 %
3NVIDIA Corp 119.1K €2.04 %
4LVMH Moet Hennessy Louis Vuitton SE 116.1K €1.99 %
5Visa Inc 111.7K €1.91 %
6DSV A/S 107.5K €1.84 %
7Intuitive Surgical Inc 98.4K €1.69 %
8Industria de Diseno Textil SA 95.9K €1.64 %
9Tencent Holdings Ltd 83.6K €1.43 %
10S&P Global Inc 80.5K €1.38 %
11Spotify Technology SA 80.1K €1.37 %
12Broadcom Inc 79.3K €1.36 %
13Banco Santander SA 77.9K €1.33 %
14Intuit Inc 77.3K €1.32 %
15SPDR Gold Shares 76.9K €1.32 %
16Novo Nordisk A/S 76.5K €1.31 %
17Amazon.com Inc 65.6K €1.12 %
18Linde PLC 61K €1.04 %
19Boston Scientific Corp 59.2K €1.01 %
20Netflix Inc 55.9K €0.96 %
21Cie Financiere Richemont SA 53.9K €0.92 %
22Microsoft Corp 53.1K €0.91 %
23Meta Platforms Inc 52.8K €0.91 %
24L'Oreal SA 52.1K €0.89 %
25ServiceNow Inc 50.9K €0.87 %
26Vertex Pharmaceuticals Inc 48.6K €0.83 %
27Compass Group PLC 47.3K €0.81 %
28Synopsys Inc 46K €0.79 %
29RWE AG 45.4K €0.78 %
30Rheinmetall AG 45.3K €0.78 %
31Airbus SE 44K €0.75 %
32Assa Abloy AB 43.2K €0.74 %
33Shopify Inc 43K €0.74 %
34Telefonica SA 41.9K €0.72 %
35Schneider Electric SE 37.8K €0.65 %
36London Stock Exchange Group PLC 34.9K €0.60 %
37EssilorLuxottica SA 34.8K €0.60 %
38Service Corp International/US 33.7K €0.58 %
39Air Liquide SA 33.3K €0.57 %
40Eli Lilly & Co 32.9K €0.56 %
41CRH PLC 32.6K €0.56 %
42Safran SA 32.4K €0.56 %
43Experian PLC 32.1K €0.55 %
44Logista Integral SA 30.1K €0.52 %
45Viscofan SA 29.7K €0.51 %
46TransUnion 29.1K €0.50 %
47Iberdrola SA 29.1K €0.50 %
48Amadeus IT Group SA 28.6K €0.49 %
49Cie Generale des Etablissements Michelin SCA 23K €0.39 %
50Ferrari NV 18.8K €0.32 %
51Atlassian Corp 16.3K €0.28 %