StockDriftsStockDriftsTop 50 Sava Infond d.o.o. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.06% | 357.5K | $127.8M | +114.32%(+190.69K) | $258.14(+36.15%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 6.61% | 246.7K | $93.2M | +97.42%(+121.74K) | $270.47(+55.42%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 6.12% | 508.2K | $86.3M | +97.82%(+251.31K) | $121.34(+58.29%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.93% | 175.2K | $83.7M | +110.32%(+91.91K) | $296.71(+42.77%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.44% | 312.6K | $62.5M | +3.36%(+10.16K) | $129.46(+70.30%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.62% | 70.5K | $51.0M | +78.72%(+31.07K) | $330.12(+61.62%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.46% | 84.0K | $48.8M | +183.98%(+54.42K) | $323.55(+44.04%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.43% | 111.7K | $48.4M | +81.48%(+50.17K) | $185.49(+69.51%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.06% | 126.3K | $43.1M | +64.14%(+49.37K) | $206.24(+83.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 110.9K | $41.4M | +77.30%(+48.35K) | $400.56(+25.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.76% |
Sava Infond d.o.o. reports $1.41B in US-listed equity holdings across 242 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.1%), AVGO (6.6%) and ANET (6.1%). The top 20 holdings account for 67.54% of reported assets. Its disclosed equity book has returned +42.48% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sava Infond d.o.o.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055882). View Sava Infond d.o.o.’s 13F filings on SEC