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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 36 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 RXT CALL RACKSPACE TECHNOLOGY Technology 1,875.0 $12K $6.53 -47.9%
702 MRK CALL MERCK & CO Healthcare 95.0 $12K $128.51 +21.7%
703 DIOD CALL DIODES Technology 105.0 $11K $109.45 -15.1%
704 JD CALL JD.COM INC SPON ADS Consumer Cyclical 446.0 $11K $25.42 +15.5%
705 TSN TYSON FOODS INC Consumer Defensive 193.0 $11K -93.0 -32.5% $58.65 -2.5%
706 FUTU FUTU HOLDINGS LTD Financial Services 116.0 $11K -26K -99.6% $97.17 +29.3%
707 LMT CALL LOCKHEED MARTIN Industrials 22.0 $11K $509.50 +9.2%
708 MSCI CALL MSCI Financial Services 20.0 $11K $560.05 +0.7%
709 ENTG CALL ENTEGRIS Technology 61.0 $11K $179.87 -22.8%
710 BRO BROWN & BROWN INC Financial Services 167.0 $11K -8K -98.0% $63.96 +14.7%
711 SWKS CALL SKYWORKS SOLUTIONS Technology 157.0 $11K $67.80 -3.1%
712 ERIE ERIE INDEMNITY CO Financial Services 44.0 $10K $237.50 +8.6%
713 CHRW CH ROBINSON WORLDWIDE INC Industrials 56.0 $10K -7K -99.2% $184.75 -22.2%
714 DHR CALL DANAHER CORP Healthcare 54.0 $10K $190.48 +13.4%
715 ADBE CALL ADOBE Technology 50.0 $10K $205.04 +33.6%
716 OPK CALL OPKO HEALTH Healthcare 6,521.0 $10K $1.50 -0.7%
717 DPZ DOMINOS PIZZA INC Consumer Cyclical 32.0 $9K $294.00 +19.0%
718 CHWY CALL CHEWY INC Consumer Cyclical 475.0 $9K $19.65 +25.6%
719 EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC Industrials 57.0 $9K -6K -99.1% $161.96 +16.7%
720 TDOC CALL TELADOC HEALTH Healthcare 1,060.0 $9K $8.48 -27.0%
Page 36 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%