EdgeMarket › What Sava Infond D.O.O. reported owning

What Sava Infond D.O.O. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

704.7M

Positions

230

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
NVDA
NVIDIA CORP
52.7M7.5%302.4K214.72+22.4%
GOOGL
Alphabet Inc.
48.0M6.8%166.8K344.82+73.0%
AVGO
Broadcom Inc.
38.7M5.5%125.0K368.45+26.5%
ANET
Arista Networks, Inc.
31.5M4.5%256.9K188.65+43.5%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
28.2M4.0%83.3K418.95+83.3%
AMZN
AMAZON COM INC
26.5M3.8%127.1K258.63+15.6%
META
Meta Platforms, Inc.
23.6M3.3%41.2K549.90-26.5%
MSFT
MICROSOFT CORP
23.2M3.3%62.5K483.24-4.4%
AAPL
Apple Inc.
18.1M2.6%71.2K309.35+36.9%
AMAT
APPLIED MATERIALS INC /DE
13.5M1.9%39.5K492.32+205.9%
LRCX
LAM RESEARCH CORP
13.2M1.9%61.6K314.00+216.7%
ADI
ANALOG DEVICES INC
13.0M1.8%40.8K373.09+52.4%
PANW
Palo Alto Networks Inc
12.3M1.8%77.0K357.87+94.0%
XOM
ExxonMobil Holdings Corp
11.7M1.7%68.9K165.11+52.1%
CRM
Salesforce, Inc.
10.5M1.5%56.5K209.17-15.1%
MELI
MERCADOLIBRE INC
10.5M1.5%6.1K1,922.73-17.7%
NOW
ServiceNow, Inc.
10.1M1.4%96.8K128.48-27.8%
LLY
ELI LILLY & Co
8.4M1.2%9.1K1,255.40+78.0%
AZN
ASTRAZENECA PLC
8.1M1.2%41.9K165.98
JPM
JPMORGAN CHASE & CO
8.1M1.1%27.4K351.58+20.3%
MU
MICRON TECHNOLOGY INC
7.2M1.0%21.4K966.78+724.8%
ACWI
iShares MSCI ACWI ETF
6.9M1.0%50.1K160.81+21.3%
CVX
CHEVRON CORP
6.7M1.0%32.4K205.27+34.0%
BLK
BlackRock, Inc.
6.5M0.9%6.8K1,156.55+2.5%
MRK
Merck & Co., Inc.
6.4M0.9%53.6K152.55+80.2%
AMD
ADVANCED MICRO DEVICES INC
6.0M0.9%29.6K473.25+186.5%
BKNG
Booking Holdings Inc.
6.0M0.8%1.4K209.62-7.1%
PLTR
Palantir Technologies Inc.
6.0M0.8%40.8K179.94+15.3%
TTE
TotalEnergies SE
5.6M0.8%59.8K89.89+42.5%
MRVL
Marvell Technology, Inc.
5.5M0.8%56.0K237.04+232.8%
LITE
Lumentum Holdings Inc.
5.3M0.8%7.5K866.71+647.9%
UNH
UNITEDHEALTH GROUP INC
5.3M0.7%19.5K390.11+30.1%
ALB
ALBEMARLE CORP
4.7M0.7%26.1K143.25+83.4%
SCCO
SOUTHERN COPPER CORP/
4.6M0.7%26.8K216.00+130.5%
EWJ
iShares MSCI Japan ETF
4.6M0.7%54.3K95.18+19.5%
JNJ
JOHNSON & JOHNSON
4.5M0.6%18.5K270.24+51.1%
SNDK
Sandisk Corp
4.3M0.6%6.7K1,596.08+3494.8%
WDC
WESTERN DIGITAL CORP
4.2M0.6%15.6K459.44+507.4%
CCJ
CAMECO CORP
4.2M0.6%38.5K102.51+45.5%
NEM
NEWMONT Corp /DE/
3.9M0.5%35.7K131.58+90.7%
NTR
Nutrien Ltd.
3.8M0.5%50.0K75.27+32.0%
RTX
RTX Corp
3.7M0.5%19.4K209.91+34.1%
GE
GENERAL ELECTRIC CO
3.7M0.5%13.1K348.37+30.7%
EWC
iShares MSCI Canada ETF
3.6M0.5%66.5K62.36+32.4%
VTR
Ventas, Inc.
3.6M0.5%43.9K93.06+34.5%
MA
Mastercard Inc
3.6M0.5%7.2K580.63-2.0%
GWRE
Guidewire Software, Inc.
3.5M0.5%23.3K189.19-12.5%
ISRG
INTUITIVE SURGICAL INC
3.4M0.5%7.4K378.81-21.2%
UBER
Uber Technologies, Inc
3.2M0.5%45.0K78.80-15.9%
EWT
iShares MSCI Taiwan ETF
3.2M0.5%44.9K104.30+77.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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