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Portfolio (Quarterly) Guide ↗

Raiffeisen Bank International AG

· CIK 0002044885
13F Portfolio $7.8B AUM 868 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New 185 Added 259 Reduced 51 Exited
Page 27 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DAL CALL DELTA AIR LINES INC DEL Industrials 1,390.0 $81K 0.00% $58.31 +29.7%
522 CSL CARLISLE COS INC Industrials 247.0 $80K 0.00% +28.0 +12.8% $324.19 +2.5%
523 AXSM CALL AXSOME THERAPEUTICS Healthcare 600.0 $75K 0.00% $125.12 +86.7%
524 LUMN CALL LUMEN TECHNOLOGIES Communication Services 11,403.0 $75K 0.00% $6.58 +43.5%
525 KHC CALL KRAFT HEINZ Consumer Defensive 3,600.0 $74K 0.00% $20.54 +14.6%
526 MOS CALL MOSAIC CO Basic Materials 3,577.0 $73K 0.00% $20.31 +8.0%
527 UBER CALL UBER TECHNOLOGIES Technology 1,029.0 $71K 0.00% -257.0 -20.0% $69.06 +8.0%
528 AMD CALL ADVANCED MICRO DEVICES Technology 389.0 $70K 0.00% -73.0 -15.8% $181.09 +148.3%
529 DIS CALL DISNEY WALT Communication Services 701.0 $68K 0.00% -88.0 -11.2% $96.53 +7.3%
530 IP theglobe.com, inc. Consumer Cyclical 1,704.0 $68K 0.00% $39.70 -20.7%
531 MAC CALL MACERICH Real Estate 4,187.0 $65K 0.00% $15.63 +43.2%
532 GE CALL GE AEROSPACE Industrials 248.0 $65K 0.00% $262.20 +15.1%
533 GM CALL GENERAL MTRS Consumer Cyclical 938.0 $65K 0.00% $69.24 +11.5%
534 WYNN CALL WYNN RESORTS Consumer Cyclical 607.0 $61K 0.00% $101.19 -3.1%
535 WRB W R BERKLEY CORP Financial Services 864.0 $61K 0.00% +641.0 +287.4% $70.80 -3.6%
536 ROST ROSS STORES INC Consumer Cyclical 335.0 $61K 0.00% $181.45 +17.2%
537 CIEN CALL CIENA CORP Technology 292.0 $59K 0.00% $200.45 +193.0%
538 WM CALL WASTE MGMT INC Industrials 308.0 $58K 0.00% $186.79 +17.6%
539 QLYS CALL QUALYS Technology 500.0 $57K 0.00% $113.17 -11.1%
540 COIN CALL COINBASE GLOBAL INC COM Financial Services 290.0 $56K 0.00% -26.0 -8.2% $194.77 -0.6%
Page 27 of 41  ·  802 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 39.6%
Financial Services 12.1%
Healthcare 12.1%
Industrials 10.1%
Communication Services 8.7%
Consumer Cyclical 8.0%
Consumer Defensive 3.3%
Basic Materials 2.5%
Energy 1.7%
Real Estate 1.3%