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Portfolio Update

7th Feb 2024 13:54

RNS Number : 3798C
European Opportunities Trust PLC
07 February 2024

EUROPEAN OPPORTUNITIES TRUST PLC

Legal Entity Identifier: 549300XN7RXQWHN18849

Month end portfolio information as at 31 January 2024

Total Net Assets: £ 695,935,721

Total Assets (including drawdown bank debt): £ 710,935,721

Top Twenty Holdings

Stock

Sector

Country of Listing

% of Total Assets (Incl Drawn down bank debt)

Novo Nordisk A/S-B

Health Care

Denmark

12.5

Dassault Systemes SE

Information Technology

France

9.3

Relx Plc

Industrials

Netherlands

8.3

Experian Plc

Industrials

United Kingdom

7.7

Deutsche Boerse AG

Financials

Germany

6.7

Genus Plc

Health Care

United Kingdom

6.1

Edenred

Information Technology

France

5.5

Intermediate Capital Group

Financials

United Kingdom

4.6

Infineon Technologies AG

Information Technology

Germany

3.8

Grifols SA

Health Care

Spain

3.8

Biomerieux

Health Care

France

3.6

S.O.I.T.E.C.

Information Technology

France

3.2

Gaztransport et Techniga SA

Energy

France

3.1

Camurus AB

Healthcare

Sweden

2.7

Darktrace Plc

Information Technology

United Kingdom

2.6

Oxford Instruments Plc

Information Technology

United Kingdom

2.5

Ryanair Holdings ADR

Industrials

United States

2.4

Prysmian SPA

Industrials

Italy

2.0

Genmab A/S

Healthcare

Denmark

1.4

Grenke AG

Financials

Germany

1.0

Country of listing of investee companies

Country

% of Total assets (including drawn down bank debt)

France

27.3

United Kingdom

24.3

Denmark

14.0

Germany

12.1

Netherlands

8.2

Spain

3.8

Sweden

2.7

United States

2.4

Italy

2.3

Switzerland

0.6

Finland

0.3

Cash/(Gearing)

2.0

Market Capitalisation of investee companies

Market Cap

% of Total Assets (including Drawn down bank debt)

Large

75.0

Mid

23.0

Small

0.0

Cash/(Gearing)

2.0

The Company's most recent report and accounts and further information for shareholders is published on the Company's website at www.europeanopportunitiestrust.com

Enquiries:

Devon Equity Management Limited,

Company Secretaries to European Opportunities Trust PLC

Richard Pavry

020 3985 0441

[email protected]

7 February 2024

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END
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Related Shares:

Euro Opps Tr.
FTSE 100 Latest
Value8,525.44
Change-83.04