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Holders — by stockHoldings — by fund

Generali Investments CEE, investicni spolecnost, a.s.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002047540

$2.11B

disclosed book value

462

positions

4.5%

largest position share

Positions, as of 2026-06-30

top 100 of 462 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1Moneta Money Bank AS10.8M$94.5M4.5%
2SPYState Street SPDR S&P 500 ETF Trust79,130$59.1M2.8%
3Powszechna Kasa Oszczednosci Bank Polski SA1.8M$49.0M2.3%
4OTP Bank Nyrt287,225$42.4M2%
5RSPInvesco S&P 500 Equal Weight ETF193,976$41.3M2%
6Bank Polska Kasa Opieki SA544,640$33.1M1.6%
7AMDAdvanced Micro Devices Inc51,312$29.8M1.4%
8QQQInvesco QQQ Trust Series 140,026$29.5M1.4%
9CEZ AS482,253$28.2M1.3%
10MSFTMICROSOFT CORP74,742$27.9M1.3%
11NVDANvidia Corp134,776$27.0M1.3%
12OMV AG412,873$26.0M1.2%
13Erste Bank Polska SA151,382$25.9M1.2%
14DELLDELL TECHNOLOGIES INC - VMware Inc58,821$25.4M1.2%
15HXSCLSK Hynix Inc14,109$25.3M1.2%
16SSNHZSamsung Electronics Co Ltd4,610$24.8M1.2%
17AMZNAmazon.com Inc102,903$24.5M1.2%
18Erste Group Bank AG173,197$23.2M1.1%
19IBBiShares Nasdaq Biotechnology Index Fund116,115$22.1M1%
20PZU1.2M$21.2M1%
21KGHM POLSKA MIEDZ S.A.232,261$20.4M1%
22IVViShares S&P 500 Index FUND/USA27,000$20.2M1%
23InPost SA1.1M$19.0M0.9%
24KOMERCNI BANKA, A.S.401,626$18.4M0.9%
25AAPLApple Inc62,081$18.0M0.9%
26INTCIntel Corp126,938$17.7M0.8%
27SIEMENS AG53,457$17.2M0.8%
28HSBKHalyk Savings Bank of Kazakhstan JSC554,105$16.6M0.8%
29GRPNGroupon Inc689,568$16.6M0.8%
30ANHEUSER-BUSCH INBEV NV194,369$16.1M0.8%
31ASML Holding NV8,179$16.1M0.8%
32AVGOBroadcom Inc41,524$15.7M0.7%
33GEDEON RICHTER NYRT.403,252$15.6M0.7%
34LPP S.A.3,138$15.2M0.7%
35JPMJPMorgan Chase & Co45,112$14.8M0.7%
36NATKYNAC Kazatomprom JSC213,310$14.7M0.7%
37KSPIKaspi.KZ JSC166,563$14.4M0.7%
38CSG NV932,618$13.6M0.6%
39GOOGAlphabet Inc37,813$13.4M0.6%
40Vonovia SE522,441$12.8M0.6%
41ICLNiShares Global Clean Energy ETF619,000$12.7M0.6%
42ILFiShares Latin America 40 ETF371,843$12.5M0.6%
43TOTALENERGIES SE153,140$11.9M0.6%
44EQIXEQUINIX INC11,373$11.9M0.6%
45MUMicron Technology Inc10,223$11.8M0.6%
46ADIDAS AG56,949$11.6M0.5%
47GOOGLAlphabet Inc32,238$11.5M0.5%
48IBMInternational Business Machines Corp40,612$11.4M0.5%
49ALLIANZ SE24,168$11.4M0.5%
50SAP SE72,243$11.1M0.5%
51FSLRFIRST SOLAR INC47,181$11.1M0.5%
52Deutsche Telekom AG404,544$11.0M0.5%
53TSMTaiwan Semiconductor Manufacturing Co Ltd23,046$11.0M0.5%
54GROUPE DANONE126,669$10.4M0.5%
55VVISA INC.30,091$10.3M0.5%
56LLYEli Lilly & Co8,184$9.8M0.5%
57DISWalt Disney Co/The100,177$9.6M0.5%
58LVMH Moet Hennessy Louis Vuitton SE17,373$9.6M0.5%
59CD PROJEKT SA160,822$9.6M0.5%
60BIIBBIOGEN INC.43,552$9.4M0.4%
61ALLEGRO EU SA933,308$9.4M0.4%
62PEPPEPSICO INC67,352$9.1M0.4%
63SCHNEIDER ELECTRIC SA27,938$9.1M0.4%
64AXPAMERICAN EXPRESS CO26,863$9.1M0.4%
65METAMETA PLATFORMS, INC.16,100$9.1M0.4%
66ABBVABBVIE INC.35,651$9.0M0.4%
67Iberdrola SA354,006$8.8M0.4%
68AIRBUS SE39,398$8.8M0.4%
69MAMASTERCARD INC.16,954$8.7M0.4%
70RWE AG134,182$8.7M0.4%
71BRK/BBERKSHIRE HATHAWAY INC16,941$8.5M0.4%
72Leonardo SpA155,798$8.4M0.4%
73BBarrick Mining Corp224,707$8.3M0.4%
74THALES SA30,958$7.9M0.4%
75MCDMcDonald's Corp29,295$7.9M0.4%
76CVXCHEVRON CORP47,355$7.8M0.4%
77KOCoca-Cola CO/THE96,305$7.8M0.4%
78CCitigroup Inc55,910$7.8M0.4%
79MOL Hungarian Oil & Gas PLC655,014$7.8M0.4%
80E.ON SE377,587$7.8M0.4%
81TXNTEXAS INSTRUMENTS INC25,725$7.7M0.4%
82Dino Polska S.A.992,960$7.5M0.4%
83ING Groep NV236,253$7.5M0.4%
84WELLWelltower Inc31,600$7.2M0.3%
85Banco Santander SA515,532$7.1M0.3%
86SNEXStoneX Group Inc59,725$7.1M0.3%
87CATCaterpillar Inc6,577$7.0M0.3%
88EBAYEBAY INC62,270$7.0M0.3%
89GSGoldman Sachs Group Inc/The6,855$6.9M0.3%
90INDITEX SA108,627$6.8M0.3%
91GENGen Digital Inc273,839$6.8M0.3%
92GILDGILEAD SCIENCES INC53,896$6.8M0.3%
93MSMorgan Stanley31,551$6.6M0.3%
94EXMOCEXXON MOBIL CORP47,700$6.5M0.3%
95Polski Koncern Naftowy Orlen SA193,596$6.5M0.3%
96London Stock Exchange Group PLC59,582$6.4M0.3%
97Koninklijke Philips NV236,066$6.4M0.3%
98UNHUNITEDHEALTH GROUP INC14,832$6.2M0.3%
99TSLATESLA MOTORS, INC.14,622$6.2M0.3%
100HSBCHSBC Holdings PLC63,521$6.0M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.