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Portfolio (Quarterly) Guide ↗

Raiffeisen Bank International AG

· CIK 0002044885
13F Portfolio $8.5B AUM 861 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 69 New 267 Added 225 Reduced 84 Exited
Page 5 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RUN Green Plains, Inc. Energy 405,229.0 $5.5M 0.06% +225K +125.0% $13.48 -33.8%
82 MDT MEDTRONIC PLC Healthcare 64,723.0 $5.2M 0.06% +11K +19.9% $80.93 +14.8%
83 MELI MERCADOLIBRE INC Consumer Cyclical 3,101.0 $5.2M 0.06% +2K +318.5% $1683.13 +15.7%
84 WFC WELLS FARGO & CO Financial Services 60,109.0 $5.0M 0.06% +6K +10.8% $83.51 +1.4%
85 MCD MCDONALDS CORP Consumer Cyclical 18,458.0 $4.9M 0.06% +5K +32.6% $267.33 +1.9%
86 YUM YUM! BRANDS INC Consumer Cyclical 31,181.0 $4.9M 0.06% +29K +1220.1% $158.24 -0.6%
87 WELL WELLTOWER INC Real Estate 21,369.0 $4.9M 0.06% +651.0 +3.1% $227.73 +5.4%
88 PEP PEPSICO INC Consumer Defensive 35,001.0 $4.9M 0.06% +7K +26.2% $138.68 +4.3%
89 TIGO MILLICOM INTERNATIONAL CELLULAR SA Communication Services 50,540.0 $4.7M 0.06% +3K +5.3% $92.26 +0.8%
90 CENCORA INC 14,801.0 $4.2M 0.05% +5K +57.6% $281.65
91 AMERICA MOVIL SAB DE CV 155,320.0 $4.2M 0.05% +55K +55.1% $26.75
92 CDE COEUR MINING INC Basic Materials 250,000.0 $4.1M 0.05% +150K +150.0% $16.33 +27.9%
93 ERII ENERGY RECOVERY INC Industrials 460,000.0 $4.1M 0.05% +160K +53.3% $8.81 -11.5%
94 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 13,510.0 $4.0M 0.05% +2K +17.4% $293.52 -19.6%
95 SBUX STARBUCKS CORP Consumer Cyclical 34,675.0 $3.6M 0.04% +17K +99.6% $104.06 +3.3%
96 SNOW SNOWFLAKE INC Technology 14,190.0 $3.6M 0.04% +2K +19.1% $251.65 +28.3%
97 BLOCK INC 44,901.0 $3.5M 0.04% +35K +371.0% $78.02
98 NU NU HOLDINGS LTD CAYMAN ISLANDS Financial Services 264,884.0 $3.5M 0.04% +67K +33.9% $13.13 +12.4%
99 PLD PROLOGIS INC Real Estate 24,813.0 $3.4M 0.04% +13K +106.2% $138.76 +3.3%
100 CVS CVS HEALTH CORP Healthcare 32,876.0 $3.4M 0.04% +15K +79.0% $103.58 -9.1%
Page 5 of 14  ·  267 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 43.1%
Healthcare 11.7%
Financial Services 10.6%
Industrials 9.9%
Communication Services 7.9%
Consumer Cyclical 7.7%
Basic Materials 3.3%
Consumer Defensive 2.2%
Energy 1.8%
Real Estate 1.1%