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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 30 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KHC KRAFT HEINZ CO THE Consumer Defensive 2,351.0 $57K 0.00% +2K +322.1% $24.19 +1.5%
582 INCY CALL INCYTE Healthcare 500.0 $57K 0.00% $113.36 +13.6%
583 AVB AVALONBAY COMMUNITIES INC Real Estate 288.0 $55K 0.00% +212.0 +278.9% $192.64 -4.5%
584 BA CALL BOEING Industrials 251.0 $54K 0.00% $216.47 -2.8%
585 AMGN CALL AMGEN Healthcare 150.0 $54K 0.00% $362.12 +21.6%
586 HII CALL HUNTINGTON INGALLS INDS Industrials 192.0 $54K 0.00% $279.89 +6.2%
587 EQR EQUITY RESIDENTIAL Real Estate 754.0 $52K 0.00% +526.0 +230.7% $68.34 -6.8%
588 IP theglobe.com, inc. Consumer Cyclical 1,352.0 $51K 0.00% -352.0 -20.7% $37.96 +9.2%
589 DGX QUEST DIAGNOSTICS INC Healthcare 239.0 $51K 0.00% +148.0 +162.6% $212.64 +15.4%
590 Q QNITY ELECTRONICS INC Technology 315.0 $50K 0.00% -10K -96.8% $158.23 -20.2%
591 V CALL VISA INC COM Financial Services 142.0 $49K 0.00% $343.09 +11.2%
592 WST WEST PHARMACEUTICAL SERVICES INC Healthcare 133.0 $47K 0.00% +65.0 +95.6% $354.68 -0.6%
593 NTNX CALL NUTANIX INC Technology 923.0 $47K 0.00% $50.96 +28.9%
594 DHI CALL D R HORTON Consumer Cyclical 277.0 $45K 0.00% $162.88 -7.7%
595 AIG AMERICAN INTERNATIONAL GROUP INC Financial Services 581.0 $44K 0.00% -15K -96.2% $75.12 +2.9%
596 CDNS CALL CADENCE DESIGN SYSTEM Technology 116.0 $44K 0.00% $375.33 -10.9%
597 PLUG Plug Power, Inc. Industrials 16,045.0 $43K 0.00% -5K -22.8% $2.69 -19.5%
598 QS CALL QUANTUMSCAPE CORP COM Consumer Cyclical 5,668.0 $43K 0.00% $7.56 -24.3%
599 AAPL CALL APPLE Technology 148.0 $43K 0.00% $289.36 +8.2%
600 COIN CALL COINBASE GLOBAL INC COM Financial Services 290.0 $42K $146.19 +24.3%
Page 30 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%