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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 34 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 IREN IREN LTD Financial Services 450.0 $21K NEW $45.91 -8.1%
662 GDS CALL GDS HLDGS LTD Technology 686.0 $20K $29.70 +11.1%
663 QIAGEN NV 588.0 $20K NEW $34.57
664 TW TRADEWEB MARKETS INC Financial Services 220.0 $20K -9K -97.7% $92.10 +16.9%
665 REGCO REGENCY CENTERS CORP 245.0 $20K NEW $81.30
666 SNPS CALL SYNOPSYS Technology 44.0 $20K $446.09 -8.4%
667 CNC CENTENE CORP Healthcare 303.0 $20K -200.0 -39.8% $64.54 +0.7%
668 UTHR UNITED THERAPEUTICS CORP Healthcare 35.0 $19K -17.0 -32.7% $544.91 -4.8%
669 DAL DELTA AIR LINES INC Industrials 200.0 $19K -11K -98.3% $93.17 -10.3%
670 CSGP COSTAR GROUP INC Real Estate 629.0 $18K -7K -91.7% $29.32 +11.9%
671 FNF FIDELITY NATIONAL FINANCIAL INC Financial Services 387.0 $18K +100.0 +34.8% $47.59 -0.4%
672 MO CALL ALTRIA GROUP Consumer Defensive 246.0 $18K $71.95 -5.4%
673 RJF CALL RAYMOND JAMES FINL Financial Services 116.0 $18K $152.03 +14.9%
674 SUI SUN COMMUNITIES INC Real Estate 144.0 $17K +23.0 +19.0% $121.23 +3.9%
675 DKNG CALL DRAFTKINGS INC NEW COM Consumer Cyclical 680.0 $17K $25.26 +2.1%
676 NWSA NEWS CORP Communication Services 669.0 $17K NEW $25.26 +22.4%
677 BIIB CALL BIOGEN Healthcare 78.0 $17K $216.06 +2.2%
678 FIS FIDELITY NATIONAL INFORMATION SERVICES INC Technology 420.0 $16K -14.0 -3.2% $38.69 +4.6%
679 GS CALL GOLDMAN SACHS GROUP Financial Services 16.0 $16K $1011.38 +4.7%
680 DAR CALL DARLING INGREDIENTS Consumer Defensive 295.0 $16K $54.62 +14.6%
Page 34 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%