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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 6 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TPR TAPESTRY INC Consumer Cyclical 23,193.0 $3.4M 0.04% +23K +10000.0% $146.56 -9.8%
102 RBLX ROBLOX CORP Technology 62,151.0 $3.4M 0.04% +6K +11.2% $54.34 -28.7%
103 BNTX BIONTECH SE Healthcare 35,000.0 $3.3M 0.04% +8K +29.6% $94.26 +19.7%
104 VMC VULCAN MATERIALS CO Basic Materials 10,709.0 $3.3M 0.04% +11K +10000.0% $303.82 -9.2%
105 QXO QXO INC Industrials 180,000.0 $3.2M 0.04% +90K +100.0% $17.82 -24.7%
106 NDSN NORDSON CORP Industrials 10,261.0 $3.1M 0.04% +7K +229.0% $302.16 +10.5%
107 CB CHUBB LTD Financial Services 8,995.0 $3.1M 0.04% +2K +30.8% $343.29 +0.7%
108 NET CLOUDFLARE INC Technology 12,154.0 $3.0M 0.04% +8K +207.2% $243.76 +15.0%
109 INGERSOLL RAND INC 35,190.0 $2.8M 0.03% +11K +47.1% $80.98
110 PSA PUBLIC STORAGE Real Estate 8,726.0 $2.8M 0.03% +9K +6045.1% $324.45 +0.2%
111 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 18,000.0 $2.8M 0.03% +9K +100.0% $154.48 -9.1%
112 BMI BADGER METER INC Technology 20,000.0 $2.8M 0.03% +11K +122.2% $138.67 -2.1%
113 CFG CITIZENS FINANCIAL GROUP INC Financial Services 39,100.0 $2.8M 0.03% +36K +1250.1% $70.43 -0.3%
114 TROW T ROWE PRICE GROUP INC Financial Services 23,929.0 $2.7M 0.03% +24K +10000.0% $114.38 -1.8%
115 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 4,657.0 $2.7M 0.03% +445.0 +10.6% $581.23 -8.3%
116 ED CONSOLIDATED EDISON INC Utilities 24,054.0 $2.7M 0.03% +9K +55.1% $112.29 -4.1%
117 COF CAPITAL ONE FINANCIAL CORP Financial Services 13,002.0 $2.6M 0.03% +7K +104.7% $202.28 +6.9%
118 ATO ATMOS ENERGY CORP Utilities 15,040.0 $2.6M 0.03% +5K +45.6% $174.84 -4.0%
119 AER AERCAP HOLDINGS NV Industrials 17,776.0 $2.6M 0.03% +6K +47.4% $147.54 +0.0%
120 OTIS OTIS WORLDWIDE CORP Industrials 35,563.0 $2.6M 0.03% +24K +207.0% $72.92 -1.0%
Page 6 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%