Holdings of Edmond de Rothschild Fund - Strategic Emerging
Edmond de Rothschild Asset Management (Luxembourg) · 50 declared positions · as of Mar 31, 2025
Fund report · Net assets 48.6M € · Ten largest lines: 41.4 % of net assets · Compare with another fund · Report an error
Positions
| Rank | Company | Currency | Shares | Value | Weight |
|---|---|---|---|---|---|
| 1 | TENCENT HOLDINGS LTD Chine | HKD | 67,810 | 4M € | 8.25 % |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC Taïwan | TWD | 140,850 | 3.6M € | 7.35 % |
| 3 | ALIBABA GROUP HOLDING LTD Chine | HKD | 141,360 | 2.2M € | 4.43 % |
| 4 | SAMSUNG ELECTRONICS CO LTD Corée du Sud | KRW | 58,970 | 2.1M € | 4.41 % |
| 5 | BYD CO LTD-H Chine | HKD | 34,030 | 1.6M € | 3.27 % |
| 6 | HDFC BANK LIMITED Inde | INR | 79,770 | 1.6M € | 3.25 % |
| 7 | MEDIATEK INC Taïwan | TWD | 36,240 | 1.4M € | 2.89 % |
| 8 | ICICI BANK LTD Inde | INR | 87,582 | 1.3M € | 2.63 % |
| 9 | ITAU UNIBANCO HOLDING S - PREF Brésil | BRL | 238,618 | 1.2M € | 2.49 % |
| 10 | PDD HOLDINGS INC Chine | USD | 10,816 | 1.2M € | 2.44 % |
| 11 | CHINA MERCHANTS BANK-H Chine | HKD | 211,500 | 1.2M € | 2.38 % |
| 12 | BAJAJ FINANCE LTD Inde | INR | 11,780 | 1.1M € | 2.35 % |
| 13 | PING AN INSURANCE GROUP CO - H Chine | HKD | 196,070 | 1.1M € | 2.22 % |
| 14 | RELIANCE INDUSTRIES LTD Inde | INR | 76,620 | 1.1M € | 2.18 % |
| 15 | CENTRAIS ELETRICAS BRASILIER Brésil | BRL | 154,870 | 1M € | 2.10 % |
| 16 | NETEASE INC Chine | HKD | 51,930 | 976.3K € | 2.01 % |
| 17 | CONTEMPORARY AMPEREX TECHN-A Chine | CNY | 29,020 | 937.1K € | 1.93 % |
| 18 | BANCO SANTANDER-CHILE-ADR Chili | USD | 43,388 | 915.8K € | 1.88 % |
| 19 | CREDICORP LTD Bermudes | USD | 5,057 | 871.5K € | 1.79 % |
| 20 | PKO BANK POLSKI SA Pologne | PLN | 47,720 | 856.7K € | 1.76 % |
| 21 | WALMART DE MEXICO SAB DE CV Mexique | MXN | 327,000 | 834K € | 1.72 % |
| 22 | POP MART INTERNATIONAL GROUP Îles Caïmans | HKD | 44,580 | 830.1K € | 1.71 % |
| 23 | KE HOLDINGS INC-ADR Chine | USD | 44,020 | 818.7K € | 1.68 % |
| 24 | JD.COM INC - CLASS A Îles Caïmans | HKD | 41,950 | 802.6K € | 1.65 % |
| 25 | TVS MOTOR CO LTD Inde | INR | 30,600 | 802K € | 1.65 % |
| 26 | CP ALL PCL-FOREIGN Thaïlande | THB | 578,800 | 781.8K € | 1.61 % |
| 27 | LOJAS RENNER S.A. Brésil | BRL | 385,000 | 761K € | 1.57 % |
| 28 | HINDUSTAN UNILEVER LTD Inde | INR | 29,100 | 712K € | 1.47 % |
| 29 | ACCTON TECHNOLOGY CORP Taïwan | TWD | 43,130 | 692.7K € | 1.43 % |
| 30 | SK HYNIX INC Corée du Sud | KRW | 5,687 | 681.8K € | 1.40 % |
| 31 | MAHINDRA & MAHINDRA LTD Inde | INR | 23,130 | 667.8K € | 1.37 % |
| 32 | BANK CENTRAL ASIA TBK PT Indonésie | IDR | 1,327,350 | 630.7K € | 1.30 % |
| 33 | MEITUAN-CLASS B Chine | HKD | 33,500 | 621K € | 1.28 % |
| 34 | MERCADOLIBRE INC États-Unis | USD | 343 | 619.5K € | 1.27 % |
| 35 | YADEA GROUP HOLDINGS LTD Îles Caïmans | HKD | 330,600 | 594K € | 1.22 % |
| 36 | FIRSTRAND LTD Afrique du Sud | ZAR | 164,058 | 593.2K € | 1.22 % |
| 37 | GRUPO AEROPORTUARIO DEL CENT Mexique | MXN | 64,480 | 586.9K € | 1.21 % |
| 38 | STANDARD BANK GROUP LTD Afrique du Sud | ZAR | 41,640 | 501.8K € | 1.03 % |
| 39 | QUIMICA Y MINERA CHIL-SP ADR Chili | USD | 13,212 | 485.9K € | 1.00 % |
| 40 | HYUNDAI MOTOR CO Corée du Sud | KRW | 3,914 | 485.3K € | 1.00 % |
| 41 | KAYNES TECHNOLOGY INDIA LTD Inde | INR | 9,330 | 479.7K € | 0.99 % |
| 42 | GRUPO FINANCIERO GALICIA-ADR Argentine | USD | 9,180 | 462.9K € | 0.95 % |
| 43 | TRIP.COM GROUP LTD - ADR Chine | USD | 6,392 | 376.2K € | 0.77 % |
| 44 | GRUPO FINANCIERO BANORTE-O Mexique | MXN | 52,580 | 337.7K € | 0.69 % |
| 45 | WEG SA Brésil | BRL | 43,960 | 321.7K € | 0.66 % |
| 46 | DIXON TECHNOLOGIES INDIA LTD Inde | INR | 2,250 | 321.2K € | 0.66 % |
| 47 | KWEICHOW MOUTAI CO LTD - A Chine | CNY | 1,493 | 297.5K € | 0.61 % |
| 48 | POWER GRID CORP OF INDIA LTD Inde | INR | 81,700 | 256.9K € | 0.53 % |
| 49 | INFOSYS LTD Inde | INR | 8,160 | 138.8K € | 0.29 % |
| 50 | CORP INMOBILIARIA VESTA SAB Mexique | MXN | 44,683 | 94.7K € | 0.19 % |
Source: report published by Edmond de Rothschild Fund - Strategic Emerging.
Country breakdown
- Chine 32.5 %
- Inde 18.1 %
- Taïwan 12.1 %
- Brésil 7.1 %
- Corée du Sud 7.1 %
- Îles Caïmans 4.8 %
- Mexique 4.0 %
- Chili 3.0 %
- Afrique du Sud 2.3 %
- Bermudes 1.9 %
- Pologne 1.8 %
- Others 5.3 %
Countries from the fund report. Weights in % of net assets.
Currency breakdown
- HKD 29.6 %
- INR 18.1 %
- USD 12.3 %
- TWD 12.1 %
- BRL 7.1 %
- KRW 7.1 %
- MXN 4.0 %
- CNY 2.6 %
- ZAR 2.3 %
- PLN 1.8 %
- THB 1.7 %
- IDR 1.3 %
The quoted currency of each line, as declared.
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Titelia. "Holdings of Edmond de Rothschild Fund - Strategic Emerging". https://titelia.com/en/funds/edmond-de-rothschild-fund-strategic-emerging