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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 8 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IYR ISHARES TR 5,100.0 $482K 0.07% $94.56 +6.2%
142 APP APPLOVIN CORP Technology 1,200.0 $478K 0.07% +720.0 +150.0% $398.00 +18.0%
143 PBR PETROLEO BRASILEIRO S A Energy 23,000.0 $477K 0.07% $20.75 -19.3%
144 FCX FREEPORT MCMORAN INC Basic Materials 8,000.0 $470K 0.07% +2K +33.3% $58.78 +16.8%
145 TME TENCENT MUSIC ENTMT GROUP Communication Services 47,990.0 $445K 0.06% +500.0 +1.1% $9.28 -5.9%
146 SPOT SPOTIFY TECHNOLOGY S A Communication Services 880.0 $427K 0.06% -80.0 -8.3% $484.91 -3.5%
147 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,285.0 $425K 0.06% $330.87 -16.0%
148 NET CLOUDFLARE INC Technology 2,000.0 $413K 0.06% +1K +150.0% $206.34 +8.6%
149 EMR EMERSON ELEC CO Industrials 3,140.0 $411K 0.06% $131.02 +15.0%
150 PFE PFIZER INC Healthcare 14,600.0 $410K 0.06% +7K +100.0% $28.08 -10.2%
151 LNG CHENIERE ENERGY INC Energy 1,400.0 $397K 0.06% +700.0 +100.0% $283.76 -20.0%
152 JXI ISHARES TR 4,600.0 $397K 0.06% +4K +475.0% $86.34 -3.6%
153 C CITIGROUP INC Financial Services 3,500.0 $397K 0.06% $113.41 +26.1%
154 GREK GLOBAL X FDS 6,180.0 $395K 0.06% -10K -61.9% $63.87 +20.9%
155 OXY OCCIDENTAL PETE CORP Energy 6,000.0 $390K 0.06% +3K +100.0% $65.00 -20.3%
156 GILD GILEAD SCIENCES INC Healthcare 2,740.0 $382K 0.05% NEW $139.37 -11.2%
157 IXN ISHARES TR 3,600.0 $360K 0.05% NEW $99.97 +46.4%
158 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,200.0 $348K 0.05% $290.29 +18.5%
159 NXE NEXGEN ENERGY LTD Energy 30,000.0 $348K 0.05% $11.60 -8.2%
160 HON HONEYWELL INTL INC Industrials 1,530.0 $346K 0.05% $226.03 +1.3%
Page 8 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%