§ 13F · FUND PROFILE
Sava Infond d.o.o..
AUM · $1.4B (13F)Positions · 306Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 179K | $64M | 4.5% | +114% |
| 2 | GOOGL | ALPHABET INC | 179K | $64M | 4.5% | — |
| 3 | NVDA | NVIDIA CORPORATION | 313K | $63M | 4.4% | +3% |
| 4 | AVGO | BROADCOM INC | 123K | $47M | 3.3% | +97% |
| 5 | AVGO | BROADCOM INC | 123K | $47M | 3.3% | — |
| 6 | ANET | ARISTA NETWORKS INC | 254K | $43M | 3.1% | +98% |
| 7 | ANET | ARISTA NETWORKS INC | 254K | $43M | 3.1% | — |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 88K | $42M | 3.0% | +110% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 88K | $42M | 3.0% | — |
| 10 | MU | MICRON TECHNOLOGY INC | 28K | $32M | 2.3% | +29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAVA SIGNAL
AC read
Sava Infond d.o.o. is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 306 positions.
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