StockDriftsStockDriftsTop 50 Sava Infond D O O Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.72% | 652.9K | $149.1M | +108.88%(+340.30K) | $173.65(+23.90%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.72% | 333.8K | $114.9M | -6.63%(-23.69K) | $258.14(+26.04%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 5.4% | 453.4K | $92.3M | -10.79%(-54.86K) | $121.34(+54.19%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 5.2% | 253.1K | $88.9M | +2.61%(+6.43K) | $272.86(+28.39%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.02% | 188.3K | $85.9M | +7.44%(+13.03K) | $308.49(+42.13%) | 2026-09-30 | |
| META | META PLATFORMS INC | 4.4% | 103.7K | $75.2M | +134.09%(+59.40K) | $619.95(-1.46%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.08% | 279.9K | $69.7M | +111.02%(+147.23K) | $225.23(+12.75%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 3.85% | 61.9K | $65.9M | +124.44%(+34.30K) | $793.69(+23.42%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.24% | 90.7K | $55.5M | +7.93%(+6.66K) | $343.59(+67.44%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.15% | 104.9K | $53.8M | -5.41%(-6.00K) | $400.56(+31.83%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.71% |
Sava Infond D O O reports $1.71B in US-listed equity holdings across 242 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.7%), GOOGL (6.7%) and ANET (5.4%). The top 20 holdings account for 68.62% of reported assets. Its disclosed equity book has returned +43.13% cumulatively over 7 quarters. Figures reflect the Q3 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