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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 23 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SOFI SOFI TECHNOLOGIES INC Financial Services 44,380.0 $807K 0.01% +43K +3383.5% $18.19 +3.6%
442 XOM CALL EXXON MOBIL Energy 5,863.0 $802K 0.01% $136.72 +15.7%
443 FFIV F5 INC Technology 1,951.0 $801K 0.01% +2K +3651.9% $410.56 -2.7%
444 NVDA CALL NVIDIA Technology 4,000.0 $800K 0.01% $200.09 +4.8%
445 RJF RAYMOND JAMES FINANCIAL INC Financial Services 5,359.0 $799K 0.01% +5K +5424.7% $149.08 +18.5%
446 VRSN VERISIGN INC Technology 3,144.0 $794K 0.01% -18K -85.1% $252.49 +16.0%
447 VEEV VEEVA SYSTEMS INC Healthcare 4,480.0 $789K 0.01% +4K +2790.3% $176.22 +39.0%
448 GLPI GAMING AND LEISURE PROPERTIES INC Real Estate 17,126.0 $786K 0.01% +3K +21.4% $45.91 -7.3%
449 FICO FAIR ISAAC CORP Technology 665.0 $783K 0.01% +497.0 +295.8% $1177.52 -3.7%
450 PLNT PLANET FITNESS INC Consumer Cyclical 15,000.0 $774K 0.01% +7K +87.5% $51.58 +3.3%
451 TAL TAL EDUCATION GROUP Consumer Defensive 79,500.0 $754K 0.01% -21K -21.1% $9.48 +23.3%
452 CHD CHURCH & DWIGHT CO INC Consumer Defensive 7,544.0 $739K 0.01% -1K -13.1% $97.90 +5.1%
453 PINNACLE FINANCIAL PARTNERS INC 7,241.0 $730K 0.01% NEW $100.76
454 KR KROGER CO THE Consumer Defensive 12,913.0 $722K 0.01% +12K +1596.8% $55.91 +4.7%
455 IOT SAMSARA INC Technology 22,484.0 $722K 0.01% -4K -13.8% $32.10 +24.1%
456 CNH INDUSTRIAL NV 60,284.0 $687K 0.01% +59K +5137.5% $11.39
457 CSL CARLISLE COS INC Industrials 1,797.0 $680K 0.01% +2K +627.5% $378.47 -3.4%
458 TRU TRANSUNION Industrials 9,468.0 $680K 0.01% +9K +3627.6% $71.79 +17.7%
459 CWCO CONSOLIDATED WATER CO LTD Utilities 23,022.0 $675K 0.01% $29.32 +2.5%
460 HPE HEWLETT PACKARD ENTERPRISE CO Technology 14,926.0 $663K 0.01% +9K +139.9% $44.41 +24.4%
Page 23 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%