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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 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NXPI NXP SEMICONDUCTORS NV Technology 29,716.0 $8.3M 0.10% -8K -21.2% $278.37 -20.1%
82 PLTR PALANTIR TECHNOLOGIES INC Technology 70,026.0 $8.1M 0.10% -52K -42.7% $115.66 +52.1%
83 ALL ALLSTATE CORP THE Financial Services 33,541.0 $8.1M 0.10% -12K -27.1% $241.38 +7.8%
84 MRSH MARSH & MCLENNAN COS INC Financial Services 47,562.0 $7.9M 0.09% -210K -81.5% $166.71 +16.8%
85 GS GOLDMAN SACHS GROUP INC THE Financial Services 7,002.0 $7.1M 0.08% -813.0 -10.4% $1020.21 +1.6%
86 IRM IRON MOUNTAIN INC Real Estate 54,892.0 $7.1M 0.08% -10K -14.9% $129.97 -6.8%
87 NTAP NETAPP INC Technology 43,833.0 $6.8M 0.08% -20K -31.2% $155.06 +20.5%
88 SLB SCHLUMBERGER NV Energy 146,339.0 $6.8M 0.08% -37K -20.2% $46.38 +16.4%
89 ES EVERSOURCE ENERGY Utilities 89,138.0 $6.6M 0.08% -8K -7.8% $73.77 -3.4%
90 ORA Bloom Energy Corporation Utilities 50,825.0 $5.6M 0.07% -397.0 -0.8% $110.45 -4.6%
91 KMI KINDER MORGAN INC Energy 166,536.0 $5.4M 0.06% -69K -29.3% $32.27 -3.9%
92 LNG CHENIERE ENERGY INC Energy 21,624.0 $5.3M 0.06% -11K -33.5% $243.97 +15.1%
93 APD AIR PRODUCTS AND CHEMICALS INC Basic Materials 19,367.0 $5.3M 0.06% -753.0 -3.7% $271.35 +12.9%
94 COIN COINBASE GLOBAL INC Financial Services 32,701.0 $5.0M 0.06% -3K -7.2% $151.65 +18.4%
95 OKE ONEOK INC Energy 52,628.0 $4.7M 0.06% -21K -28.5% $88.73 +4.8%
96 IEX IDEX CORP Industrials 19,207.0 $4.3M 0.05% -31K -61.7% $225.96 +3.4%
97 TRGP TARGA RESOURCES CORP Energy 15,738.0 $4.3M 0.05% -18K -53.2% $271.35 +8.4%
98 DELL DELL TECHNOLOGIES INC Technology 10,148.0 $4.2M 0.05% -109K -91.5% $414.61 +4.4%
99 BAP CREDICORP LTD Financial Services 10,930.0 $4.2M 0.05% -6K -34.7% $384.74 -1.3%
100 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC Consumer Cyclical 58,273.0 $4.1M 0.05% -142K -71.0% $70.89 +4.5%
Page 5 of 12  ·  225 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%