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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 28 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GILD CALL GILEAD SCIENCES Healthcare 1,028.0 $130K 0.00% $126.34 +17.7%
542 CX CALL CEMEX SA EURO MTN BE 144A SPON Basic Materials 10,700.0 $128K 0.00% $12.00 -8.3%
543 AMAT CALL APPLIED MATLS Technology 166.0 $120K 0.00% $723.00 -33.8%
544 JPM CALL JPMORGAN CHASE & Financial Services 350.0 $115K 0.00% $327.33 +9.1%
545 CRM CALL SALESFORCE Technology 727.0 $114K 0.00% $156.66 +30.9%
546 FCFS FIRSTCASH HOLDINGS INC Financial Services 502.0 $108K 0.00% NEW $215.24 +4.2%
547 AVGO CALL BROADCOM Technology 280.0 $106K 0.00% $377.75 -6.4%
548 LRCX CALL LAM RESEARCH CORP Technology 240.0 $104K 0.00% $433.33 -27.5%
549 L LOEWS CORP Financial Services 901.0 $102K 0.00% NEW $113.69 -2.0%
550 AMT CALL AMERICAN TOWER Real Estate 608.0 $99K 0.00% $163.57 +7.4%
551 CRWD CALL CROWDSTRIKE HLDGS INC Technology 129.0 $98K 0.00% $190.79 -0.5%
552 PHM PULTEGROUP INC Consumer Cyclical 711.0 $98K 0.00% -140.0 -16.4% $137.94 -5.4%
553 SAP CALL SAP SE Technology 619.0 $94K 0.00% $152.52 +38.0%
554 GE CALL GE AEROSPACE Industrials 248.0 $93K 0.00% $373.73 -5.3%
555 SPOT CALL SPOTIFY TECHNOLOGY S Communication Services 200.0 $92K 0.00% $459.13 +19.8%
556 EZPW EZCORP INC Financial Services 2,702.0 $90K 0.00% NEW $33.32 +2.9%
557 MRNA CALL MODERNA Healthcare 1,260.0 $88K 0.00% $70.03 +107.9%
558 LUMN CALL LUMEN TECHNOLOGIES Communication Services 11,403.0 $88K 0.00% $7.68 -22.5%
559 KHC CALL KRAFT HEINZ Consumer Defensive 3,600.0 $85K 0.00% $23.62 +4.2%
560 LNG CALL CHENIERE ENERGY INC Energy 345.0 $82K 0.00% $239.01 +18.5%
Page 28 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%