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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 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MTRN MATERION CORP Basic Materials 62,109.0 $18.0M 0.21% NEW $289.53 -20.7%
2 ASTS AST SPACEMOBILE INC Technology 181,531.0 $15.8M 0.18% NEW $86.77 -27.5%
3 BTSG BRIGHTSPRING HEALTH SERVICES INC Healthcare 224,237.0 $15.6M 0.18% NEW $69.74 -14.1%
4 HL HECLA MINING CO Basic Materials 917,358.0 $14.1M 0.17% NEW $15.40 +31.9%
5 AA ALCOA CORP Basic Materials 213,230.0 $11.1M 0.13% NEW $52.14 -6.0%
6 IONQ IONQ INC Technology 200,000.0 $10.8M 0.13% NEW $53.88 -23.2%
7 PL PLANET LABS PBC Industrials 298,000.0 $9.3M 0.11% NEW $31.28 -30.3%
8 RKLB ROCKET LAB CORP Industrials 82,172.0 $8.1M 0.09% NEW $98.01 -29.7%
9 ASX ASE TECHNOLOGY HOLDING CO LTD Technology 180,000.0 $7.6M 0.09% NEW $42.13 -13.8%
10 DKS DICKS SPORTING GOODS INC Consumer Cyclical 30,403.0 $7.1M 0.08% NEW $232.34 -22.5%
11 OPCH OPTION CARE HEALTH INC Healthcare 250,000.0 $5.3M 0.06% NEW $21.32 +11.5%
12 TLK TELKOM INDONESIA PERSERO TBK PT Communication Services 350,000.0 $4.8M 0.06% NEW $13.67 +9.9%
13 RMBS RAMBUS INC Technology 37,000.0 $4.6M 0.05% NEW $123.90 -29.3%
14 OUSTER INC 80,000.0 $4.3M 0.05% NEW $54.07
15 CEREBRAS SYSTEMS INC 20,000.0 $4.3M 0.05% NEW $216.16
16 MEG MONTROSE ENVIRONMENTAL GROUP INC Industrials 200,000.0 $4.1M 0.05% NEW $20.41 -23.4%
17 SBS CIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SABESP Utilities 650,000.0 $3.8M 0.04% NEW $5.81 -20.1%
18 LUNR INTUITIVE MACHINES INC Industrials 170,000.0 $3.6M 0.04% NEW $20.97 -19.8%
19 FEIM FREQUENCY ELECTRONICS INC Technology 54,000.0 $3.3M 0.04% NEW $61.77 -3.7%
20 COHU COHU INC Technology 45,600.0 $3.1M 0.04% NEW $68.12 -24.1%
Page 1 of 4  ·  69 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%