Titelia

Holdings of EMERITUS CAPITAL, SICAV, S.A.

SINGULAR ASSET MANAGEMENT, SGIIC, S.A. ·33 declared positions · as of Dec 31, 2025

Original filing · Net assets 7.4M € · Ten largest lines: 55.2 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 15.6 %
  • Financials 14.3 %
  • Technology 14.2 %
  • Communication 10.7 %
  • Health care 8.7 %
  • Energy 7.6 %
  • Industrials 3.4 %
  • Materials 1.3 %
  • Consumer staples 1.2 %
  • Unattributed 22.8 %

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 47.5 %
  • DE 15.0 %
  • FR 8.5 %
  • IT 7.2 %
  • NL 6.0 %
  • CH 5.3 %
  • ES 4.4 %
  • KY 2.8 %
  • GB 1.8 %
  • DK 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US161.7M €47.46 %
2DE5521.1K €14.97 %
3FR2295.8K €8.50 %
4IT1251.7K €7.23 %
5NL1207.3K €5.96 %
6CH2183.3K €5.27 %
7ES3151.8K €4.36 %
8KY197.7K €2.81 %
9GB163K €1.81 %
10DK156.6K €1.63 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 373.1K €5.05 %
2Ferrari NV 251.7K €3.40 %
3Amazon.com Inc 235.8K €3.19 %
4ASML Holding NV 207.3K €2.80 %
5Berkshire Hathaway Inc 171.2K €2.32 %
6TotalEnergies SE 166.8K €2.26 %
7Roche Holding AG 141K €1.91 %
8LVMH Moet Hennessy Louis Vuitton SE 129K €1.74 %
9Alibaba Group Holding Ltd 124.8K €1.69 %
10Mercedes-Benz Group AG 120.1K €1.62 %
11Porsche Automobil Holding SE 119.8K €1.62 %
12Siemens AG 119.6K €1.62 %
13Allianz SE 117.2K €1.58 %
14CME Group Inc 116.2K €1.57 %
15JD.COM INC 97.7K €1.32 %
16Bank of America Corp 93.7K €1.27 %
17Palo Alto Networks Inc 78.4K €1.06 %
18Salesforce Inc 67.7K €0.92 %
19Applied Materials Inc 65.6K €0.89 %
20Shell PLC 63K €0.85 %
21Puig Brands SA 59.5K €0.80 %
22Novo Nordisk A/S 56.6K €0.77 %
23Cellnex Telecom SA 54.9K €0.74 %
24NIKE Inc 54.2K €0.73 %
25Abbott Laboratories 53.3K €0.72 %
26Lululemon Athletica Inc 53.1K €0.72 %
27Pfizer Inc 53K €0.72 %
28Adobe Inc 44.7K €0.60 %
29BASF SE 44.4K €0.60 %
30Nestle SA 42.3K €0.57 %
31Grifols SA 37.5K €0.51 %
32Occidental Petroleum Corp 35K €0.47 %
33NVIDIA Corp 31.8K €0.43 %