AiSiWhale

AI & tech investing

Sava Infond d.o.o.

CIK 2055882

13F filing for Q2 2026・No. 2,077

Holdings
US$1.41B
Quarter change
+US$705.26M
Entries
306
Net bought (estimate)
+US$532.58M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 20
  • Sold out 8
  • Cut 49
  • Added 100
  • Corporate actions 2
  • Unchanged 73

Largest holdings

242 stocks worth US$1.41B, options and bonds left out.

StockThis quarterValueWeight
GOOGLAlphabetCAP STK CL AAddedUS$127.76M9.06%
AVGOBroadcomCOMAddedUS$93.19M6.61%
ANETARISTA NETWORKS INCCOM SHSAddedUS$86.33M6.12%
TSMTSMC ADRSPONSORED ADSAddedUS$83.68M5.93%
NVDANvidiaCOMAddedUS$62.54M4.44%
AMATAPPLIED MATLS INCCOMAddedUS$50.99M3.62%
AMDAMDCOMAddedUS$48.8M3.46%
LRCXLAM RESEARCH CORPCOM NEWAddedUS$48.42M3.43%
PANWPALO ALTO NETWORKS INCCOMAddedUS$43.08M3.06%
MSFTMicrosoftCOMAddedUS$41.37M2.93%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.