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Portfolio (Quarterly) Guide ↗

Generali Investments, Management Co LLC

· CIK 0002043136
13F Portfolio $460M AUM 164 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 64 Added 48 Reduced 5 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVAV AEROVIRONMENT INC Industrials 2,125.0 $351K 0.08% -5K -68.4% $165.07 -10.5%
42 SNOW SNOWFLAKE INC Technology 1,338.0 $341K 0.07% -255.0 -16.0% $254.50 +23.6%
43 APP APPLOVIN CORP Technology 570.0 $294K 0.06% -107.0 -15.8% $515.23 -40.5%
44 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 946.0 $285K 0.06% -281.0 -22.9% $301.03 -20.5%
45 TXN TEXAS INSTRS INC Technology 927.0 $276K 0.06% -511.0 -35.5% $298.07 -12.9%
46 HCA HCA HEALTHCARE INC Healthcare 691.0 $269K 0.06% -1K -60.9% $389.89 +9.7%
47 NEM NEWMONT CORP Basic Materials 2,730.0 $255K 0.06% -174.0 -6.0% $93.40 +44.5%
48 TMDX TRANSMEDICS GROUP INC Healthcare 2,996.0 $199K 0.04% -2K -35.1% $66.42 +40.4%
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.0%
Healthcare 18.4%
Communication Services 14.6%
Consumer Cyclical 12.3%
Financial Services 5.2%
Industrials 3.4%
Energy 2.8%
Consumer Defensive 2.2%
Utilities 2.1%
Basic Materials 1.7%