Titelia

Holdings of PANDA AGRICULTURE & WATER FUND, FI

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·53 declared positions · as of Dec 31, 2025

Original filing · Net assets 13.3M € · Ten largest lines: 38.4 % of the equity sleeve

Sector breakdown

  • Industrials 2.3 %
  • Health care 0.7 %
  • Unattributed 97.0 %

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

  • JP 40.3 %
  • GB 10.3 %
  • US 8.0 %
  • DE 7.4 %
  • IT 7.2 %
  • SE 4.4 %
  • CH 3.3 %
  • NZ 2.5 %
  • CL 2.4 %
  • AU 2.4 %
  • NO 2.0 %
  • IL 1.8 %
  • Other countries 8.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
JP194.4M €40.30 %
GB41.1M €10.29 %
US4876.6K €8.00 %
DE3808.2K €7.37 %
IT3789.9K €7.21 %
SE1486.3K €4.44 %
CH2357.2K €3.26 %
NZ1270K €2.46 %
CL1263.6K €2.40 %
AU1263.4K €2.40 %
NO2218.1K €1.99 %
IL1194.4K €1.77 %

Positions

CompanySharesValueWeight
K+S AG 553.9K €4.18 %
BioGaia AB 486.3K €3.67 %
Ebara Jitsugyo Co Ltd 453.4K €3.42 %
Kenko Mayonnaise Co Ltd 446.1K €3.37 %
AEP Plantations PLC 413.3K €3.12 %
Interpump Group SpA 402.3K €3.04 %
T Hasegawa Co Ltd 384.6K €2.90 %
Sakata Seed Corp 371.5K €2.80 %
Maruzen Co Ltd/Taito ward 364.1K €2.75 %
MP Evans Group PLC 338.7K €2.56 %
Cresud SACIF y A 332.4K €2.51 %
Genus PLC 327.2K €2.47 %
Sumitomo Forestry Co Ltd 316.7K €2.39 %
Italian Wine Brands S.P.A 306.2K €2.31 %
SEEKA KIWIFRUIT INDS 270K €2.04 %
Sociedad Quimica y Minera de Chile SA 263.6K €1.99 %
a2 Milk Co Ltd/The 263.4K €1.99 %
ORIGINAL ENGINEERING 259.1K €1.95 %
Kato Sangyo Co Ltd 252.8K €1.91 %
Tyson Foods Inc 249.5K €1.88 %
Adecoagro SA 216.5K €1.63 %
Takuma Co Ltd 215.5K €1.63 %
ICL Group Ltd 194.4K €1.47 %
Daiwa Industries Ltd 185.9K €1.40 %
Emmi AG 181.5K €1.37 %
Givaudan SA 175.7K €1.33 %
NJS Co Ltd 171.9K €1.30 %
Novonesis Novozymes B 169.9K €1.28 %
Yakult Honsha Co Ltd 166.4K €1.26 %
Ence Energia y Celulosa SA 158.5K €1.20 %
Mowi ASA 154.1K €1.16 %
SATOH&CO LTD 141.2K €1.07 %
KWS Saat SE & Co KGaA 137.2K €1.04 %
Ajis Co Ltd 136.8K €1.03 %
Kurita Water Industries Ltd 124.6K €0.94 %
Kubota Corp 120.5K €0.91 %
Symrise AG 117.1K €0.88 %
Hokuryo Co Ltd/Hokkaido 114.8K €0.87 %
Glanbia PLC 102.1K €0.77 %
MICREED CO LTD 96.2K €0.73 %
Nihon Trim Co Ltd 95.7K €0.72 %
ForFarmers NV 93K €0.70 %
Kerry Group PLC 83.9K €0.63 %
B.F. S.P.A. 81.4K €0.61 %
GROUPE GUILLIN SA 80.3K €0.61 %
Illumina Inc 78.2K €0.59 %
Bakkafrost P/F 74.6K €0.56 %
Aker BioMarine ASA 64K €0.48 %
MHP SE 48.8K €0.37 %
BRASILAGRO - COMPANHIA BRASILEIRA DE PROPRIEDADES AGRICOILAS SA 48.6K €0.37 %
HELIOS FAIRFAX PARTN 36.7K €0.28 %
EUROESPES SA 23.6K €0.18 %
FIRSTFARMS A/S 17.6K €0.13 %