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Portfolio (Quarterly) Guide ↗

Sava Infond d.o.o.

· CIK 0002055882
13F Portfolio $705M AUM 230 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 63 Added 66 Reduced 9 Exited
Page 12 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SHOP SHOPIFY INC Technology 700.0 $83K 0.01% $118.62 -8.2%
222 NIO NIO INC Consumer Cyclical 12,000.0 $72K 0.01% $6.03 -16.7%
223 PYPL PAYPAL HLDGS INC Financial Services 1,500.0 $68K 0.01% $45.23 -6.0%
224 IXG ISHARES TR 575.0 $66K 0.01% $114.00 +9.5%
225 WAT WATERS CORP Healthcare 220.0 $66K 0.01% NEW $297.80 +19.4%
226 EMB ISHARES TR 550.0 $52K 0.01% $93.93 +3.0%
227 ZS ZSCALER INC Technology 350.0 $49K 0.01% $140.29 -11.0%
228 EXPE EXPEDIA GROUP INC Consumer Cyclical 150.0 $35K 0.01% $230.89 +4.3%
229 MILLROSE PPTYS INC 675.0 $19K 0.00% $28.00
230 VSNT VERSANT MEDIA GROUP INC Industrials 128.0 $5K 0.00% NEW $37.02 +3.2%
Page 12 of 12  ·  230 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 49.0%
Communication Services 12.0%
Healthcare 10.0%
Consumer Cyclical 7.7%
Financial Services 5.9%
Energy 4.7%
Basic Materials 4.2%
Industrials 2.7%
Consumer Defensive 1.9%
Utilities 1.1%