Holders — by stockHoldings — by fund
Sava Infond d.o.o.
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 0002055882
$1.41B
disclosed book value
242
positions
9.1%
largest position share
Positions, as of 2026-06-30
top 100 of 242 · 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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 357,490 | $127.8M | 9.1% |
| 2 | AVGOBROADCOM INC | 246,700 | $93.2M | 6.6% |
| 3 | ANETARISTA NETWORKS INC | 508,210 | $86.3M | 6.1% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 175,220 | $83.7M | 5.9% |
| 5 | NVDANVIDIA CORPORATION | 312,560 | $62.5M | 4.4% |
| 6 | AMATAPPLIED MATLS INC | 70,530 | $51.0M | 3.6% |
| 7 | AMDADVANCED MICRO DEVICES INC | 84,000 | $48.8M | 3.5% |
| 8 | LRCXLAM RESEARCH CORP | 111,740 | $48.4M | 3.4% |
| 9 | PANWPALO ALTO NETWORKS INC | 126,340 | $43.1M | 3.1% |
| 10 | MSFTMICROSOFT CORP | 110,900 | $41.4M | 2.9% |
| 11 | MUMICRON TECHNOLOGY INC | 27,560 | $31.8M | 2.3% |
| 12 | AMZNAMAZON COM INC | 132,620 | $31.6M | 2.2% |
| 13 | ADIANALOG DEVICES INC | 76,960 | $30.6M | 2.2% |
| 14 | SNDKSANDISK CORP | 12,390 | $28.2M | 2% |
| 15 | AAPLAPPLE INC | 97,270 | $28.1M | 2% |
| 16 | MELIMERCADOLIBRE INC | 15,060 | $25.6M | 1.8% |
| 17 | METAMETA PLATFORMS INC | 44,300 | $25.0M | 1.8% |
| 18 | LLYELI LILLY & CO | 18,840 | $22.6M | 1.6% |
| 19 | UNHUNITEDHEALTH GROUP INC | 53,018 | $22.0M | 1.6% |
| 20 | WDCWESTERN DIGITAL CORP | 32,540 | $20.8M | 1.5% |
| 21 | JPMJPMORGAN CHASE & CO | 54,790 | $17.9M | 1.3% |
| 22 | MRVLMARVELL TECHNOLOGY INC | 56,000 | $16.7M | 1.2% |
| 23 | NOWSERVICENOW INC | 154,400 | $15.3M | 1.1% |
| 24 | AZNASTRAZENECA PLC | 70,580 | $13.2M | 0.9% |
| 25 | CRMSALESFORCE INC | 82,900 | $13.0M | 0.9% |
| 26 | BKNGBOOKING HOLDINGS INC | 69,760 | $12.4M | 0.9% |
| 27 | MRKMERCK & CO INC | 88,000 | $11.3M | 0.8% |
| 28 | GEGE AEROSPACE | 26,660 | $10.0M | 0.7% |
| 29 | EWJISHARES INC | 96,660 | $9.0M | 0.6% |
| 30 | SCCOSOUTHERN COPPER CORP | 46,738 | $8.1M | 0.6% |
| 31 | CATCATERPILLAR INC | 7,500 | $8.0M | 0.6% |
| 32 | LITELUMENTUM HLDGS INC | 9,300 | $8.0M | 0.6% |
| 33 | XBISPDR SERIES TRUST | 48,690 | $7.7M | 0.5% |
| 34 | EWCISHARES INC | 133,000 | $7.7M | 0.5% |
| 35 | MAMASTERCARD INCORPORATED | 14,770 | $7.6M | 0.5% |
| 36 | ACWIISHARES TR | 47,450 | $7.4M | 0.5% |
| 37 | RTXRTX CORPORATION | 38,800 | $7.4M | 0.5% |
| 38 | EWTISHARES INC | 67,000 | $7.3M | 0.5% |
| 39 | CVXCHEVRON CORPORATION | 42,230 | $7.0M | 0.5% |
| 40 | PWRQUANTA SVCS INC | 9,170 | $6.6M | 0.5% |
| 41 | NEMNEWMONT CORP | 69,440 | $6.5M | 0.5% |
| 42 | TTETOTALENERGIES SE | 82,460 | $6.4M | 0.5% |
| 43 | SQMSOCIEDAD QUIMICA Y MINERA DE | 85,540 | $6.3M | 0.4% |
| 44 | NUNU HLDGS LTD | 473,600 | $6.3M | 0.4% |
| 45 | ALBALBEMARLE CORP | 46,020 | $6.2M | 0.4% |
| 46 | UBERUBER TECHNOLOGIES INC | 86,000 | $6.2M | 0.4% |
| 47 | UNPUNION PAC CORP | 22,760 | $6.2M | 0.4% |
| 48 | BLKBLACKROCK INC | 6,437 | $6.2M | 0.4% |
| 49 | ISRGINTUITIVE SURGICAL INC | 15,400 | $6.1M | 0.4% |
| 50 | SOFISOFI TECHNOLOGIES INC | 324,100 | $5.8M | 0.4% |
| 51 | COSTCOSTCO WHOLESALE CORPORATION | 6,150 | $5.8M | 0.4% |
| 52 | SPGIS&P GLOBAL INC | 13,596 | $5.5M | 0.4% |
| 53 | ABBVABBVIE INC | 21,692 | $5.5M | 0.4% |
| 54 | NEENEXTERA ENERGY INC | 57,940 | $5.1M | 0.4% |
| 55 | PLTRPALANTIR TECHNOLOGIES INC | 40,800 | $4.8M | 0.3% |
| 56 | IQVIQVIA HLDGS INC | 24,424 | $4.7M | 0.3% |
| 57 | GSGOLDMAN SACHS GROUP INC | 4,630 | $4.7M | 0.3% |
| 58 | PEPPEPSICO INC | 34,380 | $4.7M | 0.3% |
| 59 | LINLINDE PLC | 8,640 | $4.5M | 0.3% |
| 60 | NFLXNETFLIX INC. | 62,780 | $4.5M | 0.3% |
| 61 | JNJJOHNSON & JOHNSON | 16,905 | $4.3M | 0.3% |
| 62 | AWKAMERICAN WTR WKS CO INC NEW | 31,400 | $4.1M | 0.3% |
| 63 | CCJCAMECO CORP | 38,230 | $3.9M | 0.3% |
| 64 | BSXBOSTON SCIENTIFIC CORP | 87,020 | $3.7M | 0.3% |
| 65 | VTRVENTAS INC | 39,385 | $3.5M | 0.2% |
| 66 | ITUBITAU UNIBANCO HLDG S A | 426,434 | $3.5M | 0.2% |
| 67 | LOWLOWES COS INC | 15,780 | $3.5M | 0.2% |
| 68 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,850 | $3.4M | 0.2% |
| 69 | EEMISHARES TR | 47,500 | $3.2M | 0.2% |
| 70 | FMXFOMENTO ECONOMICO MEXICANO S | 24,028 | $3.1M | 0.2% |
| 71 | IBNICICI BANK LIMITED | 101,400 | $2.9M | 0.2% |
| 72 | PGPROCTER & GAMBLE CO | 20,022 | $2.9M | 0.2% |
| 73 | GWREGUIDEWIRE SOFTWARE INC | 23,300 | $2.9M | 0.2% |
| 74 | SVMSILVERCORP METALS INC | 274,300 | $2.8M | 0.2% |
| 75 | CEGCONSTELLATION ENERGY CORP | 10,540 | $2.6M | 0.2% |
| 76 | KLACKLA CORP | 8,500 | $2.6M | 0.2% |
| 77 | XLISELECT SECTOR SPDR TR | 13,620 | $2.5M | 0.2% |
| 78 | BNBROOKFIELD CORP | 56,980 | $2.4M | 0.2% |
| 79 | MDLZMONDELEZ INTL INC | 40,720 | $2.4M | 0.2% |
| 80 | SPYSTATE STR SPDR S&P 500 ETF T | 2,880 | $2.2M | 0.2% |
| 81 | NTRNUTRIEN LTD | 34,050 | $2.1M | 0.2% |
| 82 | ABTABBOTT LABORATORIES | 23,550 | $2.1M | 0.2% |
| 83 | PGRPROGRESSIVE CORP | 9,356 | $2.0M | 0.1% |
| 84 | TMOTHERMO FISHER SCIENTIFIC INC | 3,930 | $2.0M | 0.1% |
| 85 | XLUSELECT SECTOR SPDR TR | 41,300 | $1.9M | 0.1% |
| 86 | ABEVAMBEV SA | 550,000 | $1.7M | 0.1% |
| 87 | GOOGALPHABET INC | 4,255 | $1.5M | 0.1% |
| 88 | ZTSZOETIS INC | 19,200 | $1.4M | 0.1% |
| 89 | WMWASTE MGMT INC DEL | 5,640 | $1.3M | 0.1% |
| 90 | MXIISHARES TR | 11,500 | $1.2M | 0.1% |
| 91 | CVSCVS HEALTH CORP | 11,450 | $1.2M | 0.1% |
| 92 | FXIISHARES TR | 36,900 | $1.2M | 0.1% |
| 93 | ELVELEVANCE HEALTH INC FORMERLY | 3,010 | $1.2M | 0.1% |
| 94 | LENLENNAR CORP | 12,650 | $1.1M | 0.1% |
| 95 | NKENIKE INC | 27,630 | $1.1M | 0.1% |
| 96 | WITWIPRO LTD | 500,000 | $1.1M | 0.1% |
| 97 | EQIXEQUINIX INC | 1,078 | $1.1M | 0.1% |
| 98 | VALEVALE S A | 74,000 | $1.1M | 0.1% |
| 99 | WDAYWORKDAY INC | 9,000 | $1.1M | 0.1% |
| 100 | ACNACCENTURE PLC IRELAND | 8,700 | $1.1M | 0.1% |
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.