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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 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DT DYNATRACE INC Technology 92,641.0 $4.1M 0.05% -357K -79.4% $44.24 +10.9%
102 ADBE ADOBE INC Technology 19,698.0 $4.1M 0.05% -87K -81.5% $205.80 +34.2%
103 HCA HCA HEALTHCARE INC Healthcare 10,251.0 $4.0M 0.05% -3K -24.5% $392.33 +9.4%
104 RVMD REVOLUTION MEDICINES INC Healthcare 20,101.0 $3.9M 0.04% -9K -30.7% $192.62 +9.8%
105 ZTS ZOETIS INC Healthcare 52,336.0 $3.8M 0.04% -195K -78.9% $73.25 +5.4%
106 BDX BECTON DICKINSON & CO Healthcare 24,032.0 $3.7M 0.04% -9K -27.0% $155.19 +22.9%
107 QCOM QUALCOMM INC Technology 19,176.0 $3.6M 0.04% -3K -14.6% $188.72 -16.0%
108 CIEN CIENA CORP Technology 7,520.0 $3.6M 0.04% -19K -71.7% $478.93 -22.3%
109 ANGLOGOLD ASHANTI PLC 2,720.0 $3.5M 0.04% -5K -65.3% $1303.17
110 CCK CROWN HOLDINGS INC Consumer Cyclical 30,000.0 $3.3M 0.04% -48K -61.7% $111.12 +7.8%
111 HPQ HP INC Technology 140,461.0 $3.2M 0.04% -9K -5.8% $22.64 +26.2%
112 FAST FASTENAL CO Industrials 64,848.0 $3.1M 0.04% -17K -21.0% $47.40 +8.2%
113 DDOG DATADOG INC Technology 11,639.0 $2.9M 0.03% -94K -89.0% $248.57 -9.2%
114 FIX COMFORT SYSTEMS USA INC Industrials 1,448.0 $2.8M 0.03% -311.0 -17.7% $1948.69 -17.4%
115 COP CONOCOPHILLIPS Energy 26,812.0 $2.8M 0.03% -1K -4.2% $104.20 +28.0%
116 PNR PENTAIR PLC Industrials 35,025.0 $2.7M 0.03% -68K -66.1% $76.30 -17.0%
117 GIS GENERAL MILLS INC Consumer Defensive 72,111.0 $2.6M 0.03% -51K -41.5% $36.38 +12.5%
118 BLK BLACKROCK INC Financial Services 2,692.0 $2.6M 0.03% -3K -51.8% $950.17 +23.4%
119 ACHC ACADIA HEALTHCARE CO INC Healthcare 90,000.0 $2.5M 0.03% -50K -35.7% $27.69 +3.7%
120 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Basic Materials 32,044.0 $2.5M 0.03% -15K -32.1% $76.50 +12.2%
Page 6 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%