Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sava Infond d.o.o. (CIK 2055882) reported $704.7M across 229 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($52.7M, 7.48%), GOOGL ($48.0M, 6.81%), AVGO ($38.7M, 5.49%), ANET ($31.5M, 4.48%), TSM ($28.2M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $52.7M | 7.48% | 302,400 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $48.0M | 6.81% | 166,800 | Trimmed |
| 3 | AVGO | BROADCOM INC | $38.7M | 5.49% | 124,960 | Added |
| 4 | ANET | ARISTA NETWORKS INC | $31.5M | 4.48% | 256,905 | Hold |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.2M | 4.00% | 83,310 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $26.5M | 3.76% | 127,120 | Added |
| 7 | META | META PLATFORMS INC | $23.6M | 3.34% | 41,175 | Added |
| 8 | MSFT | MICROSOFT CORP | $23.2M | 3.29% | 62,550 | Trimmed |
| 9 | AAPL | APPLE INC | $18.1M | 2.56% | 71,165 | Trimmed |
| 10 | AMAT | APPLIED MATLS INC | $13.5M | 1.91% | 39,465 | Trimmed |
| 11 | LRCX | LAM RESEARCH CORP | $13.2M | 1.87% | 61,570 | Trimmed |
| 12 | ADI | ANALOG DEVICES INC | $13.0M | 1.84% | 40,780 | Added |
| 13 | PANW | PALO ALTO NETWORKS INC | $12.3M | 1.75% | 76,970 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $11.7M | 1.66% | 68,900 | Added |
| 15 | CRM | SALESFORCE INC | $10.5M | 1.50% | 56,495 | Trimmed |
| 16 | MELI | MERCADOLIBRE INC | $10.5M | 1.49% | 6,055 | Added |
| 17 | NOW | SERVICENOW INC | $10.1M | 1.44% | 96,800 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $8.4M | 1.19% | 9,110 | Trimmed |
| 19 | AZNCF | ASTRAZENECA PLC | $8.1M | 1.16% | 41,890 | New |
| 20 | JPM | JPMORGAN CHASE & CO | $8.1M | 1.14% | 27,395 | Trimmed |
| 21 | MU | MICRON TECHNOLOGY INC | $7.2M | 1.02% | 21,380 | Added |
| 22 | ACWI | ISHARES TR | $6.9M | 0.98% | 50,150 | Added |
| 23 | CVX | CHEVRON CORPORATION | $6.7M | 0.95% | 32,380 | Added |
| 24 | BLK | BLACKROCK INC | $6.5M | 0.93% | 6,787 | Trimmed |
| 25 | MRK | MERCK & CO INC | $6.4M | 0.92% | 53,620 | Added |
Source: SEC Form 13F filings · as of 2026-03-31