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Portfolio (Quarterly) Guide ↗

Sava Infond d.o.o.

· CIK 0002055882
13F Portfolio $1.4B AUM 306 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 102 Added 48 Reduced 8 Exited
Page 7 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIS DISNEY WALT CO Communication Services 7,600.0 $732K 0.05% $96.25 +12.0%
122 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,580.0 $725K 0.05% +700.0 +79.5% $459.13 +16.2%
123 IXN ISHARES TR 5,000.0 $722K 0.05% +1K +38.9% $144.48 -3.5%
124 APP APPLOVIN CORP Technology 1,350.0 $696K 0.05% +150.0 +12.5% $515.23 -40.7%
125 ADBE ADOBE INC Technology 3,390.0 $695K 0.05% -5K -61.4% $205.02 +34.3%
126 MARA MARA HOLDINGS INC Financial Services 50,000.0 $694K 0.05% +10K +25.0% $13.89 -18.9%
127 SYK STRYKER CORPORATION Healthcare 2,150.0 $677K 0.05% -500.0 -18.9% $314.84 +4.6%
128 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,350.0 $671K 0.05% -200.0 -12.9% $496.73 +10.3%
129 COP CONOCOPHILLIPS Energy 6,440.0 $670K 0.05% +2K +30.8% $103.96 +29.7%
130 BSAC BANCO SANTANDER CHILE NEW Financial Services 20,000.0 $659K 0.05% $32.93 +6.8%
131 MDT MEDTRONIC PLC Healthcare 8,350.0 $653K 0.05% -2K -21.8% $78.23 +19.3%
132 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,750.0 $649K 0.05% NEW $370.59 -3.8%
133 TSLA TESLA INC Consumer Cyclical 1,330.0 $559K 0.04% $420.60 -13.7%
134 URA GLOBAL X FDS 12,800.0 $559K 0.04% +800.0 +6.7% $43.70 +5.4%
135 B BARRICK MNG CORP Basic Materials 15,000.0 $551K 0.04% -2K -9.1% $36.73 +29.6%
136 TSEM TOWER SEMICONDUCTOR LTD Technology 2,100.0 $547K 0.04% NEW $260.64 -14.6%
137 PDD PDD HOLDINGS INC Consumer Cyclical 7,000.0 $534K 0.04% +1K +25.0% $76.28 +15.9%
138 REGN REGENERON PHARMACEUTICALS Healthcare 850.0 $530K 0.04% -820.0 -49.1% $623.54 +33.8%
139 IYR ISHARES TR 5,100.0 $521K 0.04% $102.25 +2.4%
140 AMERICA MOVIL SAB DE CV 20,000.0 $520K 0.04% $25.99
Page 7 of 13  ·  242 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 58.3%
Communication Services 12.0%
Healthcare 8.2%
Consumer Cyclical 6.1%
Financial Services 5.3%
Industrials 3.2%
Basic Materials 3.0%
Consumer Defensive 1.6%
Energy 1.1%
Utilities 0.9%