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Portfolio (Quarterly) Guide ↗

Generali Investments CEE, investicni spolecnost, a.s.

· CIK 0002047540
13F Portfolio $2.1B AUM 462 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 462 New
Page 8 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SRPT Sarepta Therapeutics Inc Healthcare 211,850.0 $3.8M 0.18% NEW $17.97 +5.3%
142 TM Toyota Motor Corp Consumer Cyclical 22,553.0 $3.8M 0.18% NEW $168.42 +14.6%
143 Enel SpA 329,145.0 $3.8M 0.18% NEW $11.48
144 BABA Alibaba Group Holding Ltd Consumer Cyclical 39,242.0 $3.8M 0.18% NEW $95.98 +24.4%
145 SBUX STARBUCKS CORP. Consumer Cyclical 36,632.0 $3.7M 0.18% NEW $102.19 +3.5%
146 ADP Automatic Data Processing Inc Industrials 16,602.0 $3.7M 0.18% NEW $223.95 +26.3%
147 ABNB Airbnb Inc Consumer Cyclical 25,976.0 $3.7M 0.18% NEW $143.10 +33.1%
148 HDB HDFC Bank Ltd Financial Services 143,665.0 $3.7M 0.18% NEW $25.83 -8.5%
149 MRK Merck & CO. INC. Healthcare 27,981.0 $3.6M 0.17% NEW $128.50 +21.7%
150 NOW ServiceNow Inc Technology 36,157.0 $3.6M 0.17% NEW $99.28 +27.9%
151 SPOT Spotify Technology SA Communication Services 7,747.0 $3.6M 0.17% NEW $459.13 +20.4%
152 HMC Honda Motor Co Ltd Consumer Cyclical 130,693.0 $3.5M 0.17% NEW $27.11 +17.3%
153 Raiffeisen Bank International AG 53,908.0 $3.4M 0.16% NEW $63.79
154 T AT&T Inc. Communication Services 163,161.0 $3.4M 0.16% NEW $20.70 +24.4%
155 HUUUGE INC 587,167.0 $3.4M 0.16% NEW $5.74
156 Air Astana JSC 626,643.0 $3.3M 0.16% NEW $5.32
157 MELI MERCADOLIBRE INC Consumer Cyclical 1,962.0 $3.3M 0.16% NEW $1697.39 +17.7%
158 Tencent Holdings Ltd 59,908.0 $3.3M 0.16% NEW $55.22
159 FDX FEDEX CORP Industrials 10,543.0 $3.3M 0.16% NEW $313.13 +6.6%
160 ENGIE SA 103,545.0 $3.3M 0.15% NEW $31.51
Page 8 of 24  ·  462 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 27.7%
Financial Services 21.7%
Consumer Cyclical 10.2%
Healthcare 9.8%
Communication Services 6.8%
Consumer Defensive 6.0%
Energy 4.7%
Real Estate 4.1%
Industrials 3.8%
Basic Materials 3.4%