EdgeMarket › What Nlb Skladi, Upravljanje Premozenja, D.O.O. reported owning

What Nlb Skladi, Upravljanje Premozenja, 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

2.1B

Positions

335

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
NVDA
NVIDIA CORP
139.1M6.7%797.6K214.72+22.4%
AAPL
Apple Inc.
104.8M5.0%413.1K309.35+36.9%
GOOGL
Alphabet Inc.
97.7M4.7%339.9K344.82+73.0%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
93.7M4.5%277.1K418.95+83.3%
MSFT
MICROSOFT CORP
86.3M4.1%233.2K483.24-4.4%
AMZN
AMAZON COM INC
74.9M3.6%359.7K258.63+15.6%
AVGO
Broadcom Inc.
70.6M3.4%228.0K368.45+26.5%
META
Meta Platforms, Inc.
46.5M2.2%81.2K549.90-26.5%
LLY
ELI LILLY & Co
39.2M1.9%42.6K1,255.40+78.0%
PLTR
Palantir Technologies Inc.
37.7M1.8%257.9K179.94+15.3%
unmapped CUSIP 08467070230.9M1.5%64.5K
TSLA
Tesla, Inc.
28.1M1.3%75.5K362.86+12.0%
JPM
JPMORGAN CHASE & CO
27.1M1.3%92.1K351.58+20.3%
LRCX
LAM RESEARCH CORP
24.8M1.2%116.2K314.00+216.7%
MU
MICRON TECHNOLOGY INC
23.4M1.1%69.1K966.78+724.8%
AMD
ADVANCED MICRO DEVICES INC
21.9M1.0%107.6K473.25+186.5%
V
VISA INC.
21.2M1.0%70.3K371.04+7.9%
ANET
Arista Networks, Inc.
20.5M1.0%167.4K188.65+43.5%
XOM
ExxonMobil Holdings Corp
20.3M1.0%119.7K165.11+52.1%
DELL
Dell Technologies Inc.
19.6M0.9%119.4K442.08+244.1%
ORCL
ORACLE CORP
19.3M0.9%131.2K146.47-37.7%
GE
GENERAL ELECTRIC CO
19.0M0.9%66.9K348.37+30.7%
ABBV
AbbVie Inc.
17.6M0.8%81.1K264.96+26.7%
NEE
NEXTERA ENERGY INC
17.0M0.8%183.1K83.65+9.8%
JNJ
JOHNSON & JOHNSON
15.8M0.8%64.5K270.24+51.1%
ISRG
INTUITIVE SURGICAL INC
15.6M0.7%33.8K378.81-21.2%
CAT
CATERPILLAR INC
15.0M0.7%21.2K827.90+96.8%
MA
Mastercard Inc
14.8M0.7%29.5K580.63-2.0%
CVX
CHEVRON CORP
14.6M0.7%70.7K205.27+34.0%
HON
HONEYWELL INTERNATIONAL INC
14.3M0.7%63.2K215.90-50.3%
AMAT
APPLIED MATERIALS INC /DE
13.8M0.7%40.2K492.32+205.9%
QCOM
QUALCOMM INC/DE
13.4M0.6%104.2K160.75+3.4%
APH
AMPHENOL CORP /DE/
13.2M0.6%104.2K157.01+44.5%
FCX
FREEPORT-MCMORAN INC
13.0M0.6%220.8K76.66+85.6%
INTC
INTEL CORP
12.9M0.6%293.3K90.07+282.6%
KLAC
KLA CORP
11.9M0.6%8.1K183.99+109.5%
TMO
THERMO FISHER SCIENTIFIC INC.
11.9M0.6%24.2K629.27+27.2%
NOW
ServiceNow, Inc.
11.9M0.6%113.7K128.48-27.8%
MRK
Merck & Co., Inc.
11.8M0.6%98.0K152.55+80.2%
NFLX
NETFLIX INC
11.7M0.6%121.5K79.59-34.4%
WMT
Walmart Inc.
11.6M0.6%93.7K103.70+1.1%
UNH
UNITEDHEALTH GROUP INC
11.6M0.6%42.9K390.11+30.1%
CRM
Salesforce, Inc.
11.1M0.5%59.4K209.17-15.1%
COST
COSTCO WHOLESALE CORP /NEW
10.7M0.5%10.7K947.74-4.7%
CRWD
CrowdStrike Holdings, Inc.
10.3M0.5%26.4K191.95+83.2%
IBM
INTERNATIONAL BUSINESS MACHINES CORP
9.8M0.5%40.5K235.68-2.8%
VALE
Vale S.A.
9.8M0.5%613.8K14.59+50.1%
PANW
Palo Alto Networks Inc
9.7M0.5%60.5K357.87+94.0%
PGR
PROGRESSIVE CORP/OH/
9.5M0.5%48.0K219.28-13.2%
HD
HOME DEPOT, INC.
9.3M0.4%28.3K335.61-16.5%

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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