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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 7 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WIT WIPRO LTD Technology 320,000.0 $678K 0.10% $2.12 +12.7%
122 B BARRICK MNG CORP Basic Materials 16,500.0 $673K 0.10% +10K +175.0% $40.79 -1.1%
123 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 20,900.0 $669K 0.10% $32.01 +1.5%
124 BSAC BANCO SANTANDER CHILE NEW Financial Services 20,000.0 $668K 0.10% $33.40 -2.3%
125 VLO VALERO ENERGY CORP Energy 2,700.0 $667K 0.10% +2K +145.4% $247.08 -4.4%
126 COP CONOCOPHILLIPS Energy 4,925.0 $650K 0.09% $132.00 -18.4%
127 FSLR FIRST SOLAR INC Energy 3,100.0 $612K 0.09% -900.0 -22.5% $197.26 +30.6%
128 MPC MARATHON PETE CORP Energy 2,500.0 $610K 0.09% +2K +177.8% $244.18 -0.5%
129 URA GLOBAL X FDS 12,000.0 $581K 0.08% +2K +14.3% $48.43 -1.3%
130 FANG DIAMONDBACK ENERGY INC Energy 2,900.0 $574K 0.08% +2K +190.0% $197.79 -7.2%
131 PDD PDD HOLDINGS INC Consumer Cyclical 5,600.0 $572K 0.08% -4K -40.4% $102.18 -22.1%
132 IHF ISHARES TR 13,580.0 $568K 0.08% -3K -15.9% $41.85 +24.9%
133 TW TRADEWEB MKTS INC Financial Services 4,450.0 $524K 0.07% $117.66 -15.4%
134 AMT AMERICAN TOWER CORP Real Estate 3,000.0 $518K 0.07% -2K -45.5% $172.58 +2.0%
135 DXCM DEXCOM INC Healthcare 8,150.0 $512K 0.07% -1K -14.7% $62.80 +15.4%
136 AMERICA MOVIL SAB DE CV 20,000.0 $510K 0.07% $25.48
137 OTIS OTIS WORLDWIDE CORP Industrials 6,500.0 $501K 0.07% NEW $77.08 -4.9%
138 KO COCA COLA CO Consumer Defensive 6,530.0 $497K 0.07% $76.05 +4.4%
139 TSLA TESLA INC Consumer Cyclical 1,330.0 $494K 0.07% -2K -56.1% $371.75 +7.7%
140 POWL POWELL INDS INC Industrials 900.0 $487K 0.07% +250.0 +38.5% $541.08 -45.1%
Page 7 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%