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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 37 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ARCT CALL ARCTURUS THERAPEUTICS Healthcare 1,321.0 $9K $6.72 +129.7%
722 PEP CALL PEPSICO Consumer Defensive 63.0 $9K $135.41 +5.1%
723 IOVA CALL IOVANCE BIOTHERAPEUTICS Healthcare 2,000.0 $8K $4.16 +102.9%
724 RIO CALL RIO TINTO PLC Basic Materials 85.0 $8K $94.84 +12.6%
725 CALL FEDEX FGHT HLDG CO INC COMMON 53.0 $8K NEW $151.00
726 IT GARTNER INC Technology 60.0 $8K +15.0 +33.3% $132.78 +47.5%
727 AFRM AFFIRM HOLDINGS INC Technology 95.0 $8K -100.0 -51.3% $81.79 -4.7%
728 WRB W R BERKLEY CORP Financial Services 109.0 $8K -755.0 -87.4% $71.01 -3.6%
729 AI CALL C3 AI INC Technology 827.0 $8K $9.09 +7.7%
730 DOC HEALTHPEAK PROPERTIES INC Real Estate 328.0 $7K -500.0 -60.4% $21.87 -1.0%
731 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 28.0 $7K $255.89 +32.1%
732 UDR UDR INC Real Estate 178.0 $7K -200.0 -52.9% $40.13 -4.9%
733 ZS CALL ZSCALER Technology 50.0 $7K $141.16 +19.3%
734 UNM CALL UNUM Financial Services 78.0 $7K $89.41 +0.3%
735 HUYA CALL HUYA INC ADS REP Communication Services 3,000.0 $7K $2.28 -5.7%
736 STLA STELLANTIS NV Consumer Cyclical 1,312.0 $6K -4K -77.0% $4.89 +7.6%
737 MA CALL MASTERCARD INCORPORATED Financial Services 12.0 $6K $513.67 +16.7%
738 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 100.0 $6K $60.67 +21.7%
739 TLRY CALL TILRAY BRANDS Healthcare 1,350.0 $6K $4.49 +8.7%
740 OXY CALL OCCIDENTAL PETE Energy 124.0 $6K $48.57 +20.3%
Page 37 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%