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Portfolio (Quarterly) Guide ↗

Sava Infond d.o.o.

· CIK 0002055882
13F Portfolio $741M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 222 New
Page 7 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 8,000.0 $657K 0.09% NEW $82.12 -43.1%
122 DXCM DEXCOM INC Healthcare 9,550.0 $634K 0.09% NEW $66.37 +9.2%
123 MU MICRON TECHNOLOGY INC Technology 2,200.0 $628K 0.09% NEW $285.41 +297.3%
124 IXJ ISHARES TR 6,430.0 $626K 0.09% NEW $97.40 -4.5%
125 BSAC BANCO SANTANDER CHILE NEW Financial Services 20,000.0 $622K 0.08% NEW $31.11 +4.9%
126 XLE SELECT SECTOR SPDR TR 13,800.0 $617K 0.08% NEW $44.71 +20.3%
127 SPOT SPOTIFY TECHNOLOGY S A Communication Services 960.0 $557K 0.07% NEW $580.71 -19.4%
128 LMND LEMONADE INC Financial Services 7,800.0 $555K 0.07% NEW $71.18 -17.3%
129 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,285.0 $511K 0.07% NEW $397.65 -30.1%
130 PATH UIPATH INC Technology 30,000.0 $492K 0.07% NEW $16.39 -37.3%
131 IYR ISHARES TR 5,100.0 $479K 0.07% NEW $93.89 +7.0%
132 TW TRADEWEB MKTS INC Financial Services 4,450.0 $479K 0.07% NEW $107.54 -7.5%
133 COP CONOCOPHILLIPS Energy 4,925.0 $461K 0.06% NEW $93.61 +15.1%
134 KO COCA COLA CO Consumer Defensive 6,530.0 $457K 0.06% NEW $69.91 +13.6%
135 XBI SPDR SERIES TRUST 3,700.0 $451K 0.06% NEW $121.93 +15.4%
136 URA GLOBAL X FDS 10,500.0 $449K 0.06% NEW $42.73 +11.8%
137 EXACT SCIENCES CORP 4,250.0 $432K 0.06% NEW $101.56
138 EMR EMERSON ELEC CO Industrials 3,140.0 $417K 0.06% NEW $132.72 +13.5%
139 AMERICA MOVIL SAB DE CV 20,000.0 $413K 0.06% NEW $20.67
140 C CITIGROUP INC Financial Services 3,500.0 $408K 0.06% NEW $116.69 +22.6%
Page 7 of 12  ·  222 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 52.0%
Communication Services 12.6%
Healthcare 9.3%
Consumer Cyclical 8.2%
Financial Services 6.6%
Basic Materials 3.6%
Industrials 2.4%
Energy 2.3%
Consumer Defensive 1.5%
Real Estate 0.8%