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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 18 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 INFY INFOSYS LTD Technology 151,849.0 $1.6M 0.02% $10.70 +9.3%
342 CTAS CINTAS CORP Industrials 9,530.0 $1.6M 0.02% -2K -20.6% $169.08 +21.7%
343 GNK GENCO SHIPPING & TRADING LTD Industrials 65,019.0 $1.6M 0.02% +16K +33.8% $24.78 +4.2%
344 TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD Healthcare 48,176.0 $1.6M 0.02% NEW $33.31 +13.8%
345 TMUS TMOBILE US INC Communication Services 9,213.0 $1.6M 0.02% +3K +51.0% $173.97 +3.2%
346 WSM WILLIAMSSONOMA INC Consumer Cyclical 6,673.0 $1.6M 0.02% -743.0 -10.0% $240.17 -1.1%
347 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 380,000.0 $1.6M 0.02% -70K -15.6% $4.21 +91.9%
348 BMY CALL BRISTOL-MYERS SQUIBB Healthcare 27,625.0 $1.6M 0.02% $57.62 +17.3%
349 RLAY RELAY THERAPEUTICS INC Healthcare 80,000.0 $1.6M 0.02% -170K -68.0% $19.74 -1.4%
350 BEAM BEAM THERAPEUTICS INC Healthcare 45,000.0 $1.6M 0.02% +2K +4.7% $34.95 -13.6%
351 ARDX ARDELYX INC Healthcare 300,000.0 $1.6M 0.02% +30K +11.1% $5.23 -26.8%
352 PSX PHILLIPS 66 Energy 9,000.0 $1.6M 0.02% -7K -44.3% $174.05 +39.2%
353 DVN DEVON ENERGY CORP Energy 37,000.0 $1.6M 0.02% $41.99 +11.5%
354 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 6,500.0 $1.5M 0.02% -2K -18.8% $237.72 +4.9%
355 BURL BURLINGTON STORES INC Consumer Cyclical 4,912.0 $1.5M 0.02% +5K +8086.7% $314.28 -0.1%
356 DOV DOVER CORP Industrials 6,802.0 $1.5M 0.02% -4K -37.3% $224.00 -8.6%
357 JBL JABIL INC Technology 4,073.0 $1.5M 0.02% +874.0 +27.3% $373.58 -16.8%
358 PR PERMIAN RESOURCES CORP Energy 82,000.0 $1.5M 0.02% -18K -18.0% $18.47 +23.2%
359 CNP CENTERPOINT ENERGY INC Utilities 33,690.0 $1.5M 0.02% -4K -10.3% $44.79 -11.6%
360 CAH CARDINAL HEALTH INC Healthcare 6,363.0 $1.5M 0.02% +5K +310.5% $236.22 +0.9%
Page 18 of 40  ·  787 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%