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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 8 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DIS WALT DISNEY CO THE Communication Services 105,943.0 $10.4M 0.12% -291K -73.3% $98.63 +12.8%
142 TER TERADYNE INC Technology 22,492.0 $10.4M 0.12% +22K +10000.0% $463.21 -20.9%
143 LYV LIVE NATION ENTERTAINMENT INC Communication Services 56,730.0 $10.4M 0.12% +57K +10000.0% $183.11 +2.0%
144 NVMI NOVA LTD Technology 19,784.0 $10.3M 0.12% -36K -64.7% $520.39 -29.2%
145 VZ VERIZON COMMUNICATIONS INC Communication Services 229,812.0 $10.1M 0.12% -27K -10.7% $43.73 +14.9%
146 PRU PRUDENTIAL FINANCIAL INC Financial Services 91,566.0 $10.0M 0.12% -8K -7.9% $109.20 +10.0%
147 CF CF INDUSTRIES HOLDINGS INC Basic Materials 91,275.0 $9.9M 0.12% -76K -45.4% $108.01 +17.8%
148 A AGILENT TECHNOLOGIES INC Healthcare 73,572.0 $9.8M 0.12% -161K -68.7% $132.83 +16.5%
149 BKR BAKER HUGHES CO Energy 173,383.0 $9.8M 0.11% +64K +58.3% $56.31 +9.8%
150 PL PLANET LABS PBC Industrials 298,000.0 $9.3M 0.11% NEW $31.28 -31.1%
151 DECK DECKERS OUTDOOR CORP Consumer Cyclical 89,614.0 $9.1M 0.11% -1K -1.2% $101.28 -12.4%
152 AXON AXON ENTERPRISE INC Industrials 17,670.0 $9.0M 0.11% +11K +170.1% $510.60 +20.1%
153 HOOD ROBINHOOD MARKETS INC Financial Services 86,672.0 $8.8M 0.10% -9K -9.1% $101.83 +10.1%
154 SHLS SHOALS TECHNOLOGIES GROUP INC Energy 950,000.0 $8.8M 0.10% +350K +58.3% $9.29 -25.8%
155 CBRE CBRE GROUP INC Real Estate 63,048.0 $8.6M 0.10% -6K -9.2% $136.09 +11.4%
156 CPRT COPART INC Industrials 304,614.0 $8.6M 0.10% +62K +25.6% $28.17 +18.3%
157 BSX BOSTON SCIENTIFIC CORP Healthcare 196,585.0 $8.5M 0.10% +100K +103.7% $43.48 +14.7%
158 CVX CHEVRON CORP Energy 49,979.0 $8.4M 0.10% +3K +6.3% $168.47 +18.7%
159 AME AMETEK INC Industrials 35,180.0 $8.4M 0.10% -17K -31.9% $237.72 +1.7%
160 NXPI NXP SEMICONDUCTORS NV Technology 29,716.0 $8.3M 0.10% -8K -21.2% $278.37 -19.3%
Page 8 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%