Arkolith/Funds/Generali Asset Management SPA SGR

Generali Asset Management SPA SGR

CIK 2046751
Holdings as of Mar 31, 2026·disclosed May 5, 2026·~35-day 13F lag·13F-HR
Inactive

Generali Asset Management SPA SGR holds a diversified book of 484 stocks worth $4.8B as of Q1 2026 (disclosed May 5, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Generali Asset Management SPA SGR's latest
holdings, largest changes, and filing provenance.
Opened
31
new positions
Added to
185
existing
Trimmed
225
reduced
Sold out
29
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.2%
+14.8%/yr · since Feb '25
Their reported book
+24.1%
held from quarter-end
S&P 500
+23.9%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Generali Asset Management SPA SGR (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +24.1%, a 1.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Generali Asset Management SPA SGR's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
33%
Financials
13%
ETF / fund or unclassified
11%
Health Care
10%
Consumer Discretionary
9%
Industrials
7%
Materials
6%
Energy
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

484 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$359.5M2.06M
7.5%
−2.1%
Reduced · −45K sh
2Microsoft Corp
COM
$225.2M608.3K
4.7%
−1.6%
Reduced · −10K sh
3Apple Inc
COM
$148.1M583.5K
3.1%
−4.2%
Reduced · −26K sh
4Alphabet Inc
CAP STK CL A
$142.9M496.8K
3.0%
−1.5%
Reduced · −8K sh
5AstraZeneca PLC
ORD
$140.3M954.8K
2.9%
New
New position
6Ares Capital Corp
COM
$136.0M7.55M
2.8%
+49%
Added · +2.5M sh
7Alphabet Inc
CAP STK CL C
$123.4M430.3K
2.6%
−1.1%
Reduced · −5K sh
8Totalenergies SE
ACT
$109.4M1.35M
2.3%
+3.9%
Added · +51K sh
9State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$98.1M159.0K
2.0%
New
New position
10Tesla Inc
COM
$86.7M233.2K
1.8%
−1.6%
Reduced · −4K sh
11UBS Group AG
SHS
$81.6M2.65M
1.7%
+7.0%
Added · +174K sh
12Broadcom Inc
COM
$77.7M251.1K
1.6%
−1.4%
Reduced · −4K sh
13Amazon Com Inc
COM
$72.9M350.0K
1.5%
−4.2%
Reduced · −15K sh
14Blackstone Secd Lending FD
COMMON STOCK
$59.7M2.52M
1.2%
+23%
Added · +475K sh
15Agnico Eagle Mines Ltd
COM
$58.1M247.4K
1.2%
−26%
Reduced · −86K sh
16Eli Lilly & Co
COM
$57.6M62.7K
1.2%
−6.1%
Reduced · −4K sh
17Newmont Corp
COM
$56.2M519.2K
1.2%
−32%
Reduced · −246K sh
18Blue Owl Capital Corporation
COM
$48.4M4.38M
1.0%
Held
19JPMorgan Chase & Co
COM
$45.2M153.7K
0.9%
−6.8%
Reduced · −11K sh
20Visa Inc
COM CL A
$43.9M145.2K
0.9%
−3.2%
Reduced · −5K sh
21Mastercard Incorporated
CL A
$39.4M78.8K
0.8%
+1.6%
Added · +1K sh
22Merck & Co Inc
COM
$34.2M284.1K
0.7%
−7.8%
Reduced · −24K sh
23Golub Cap BDC Inc
COM
$33.3M2.63M
0.7%
Held
24Spotify Technology S A
SHS
$33.1M69.4K
0.7%
+4.4%
Added · +3K sh
25Meta Platforms Inc
CL A
$33.1M57.8K
0.7%
−6.8%
Reduced · −4K sh
26Caterpillar Inc
COM
$32.5M45.9K
0.7%
−1.3%
Reduced · −593 sh
27Stellantis N.V
SHS
$30.2M4.98M
0.6%
+6.4%
Added · +301K sh
28Goldman Sachs BDC Inc
SHS
$29.3M3.29M
0.6%
Held
29Home Depot Inc
COM
$28.4M86.5K
0.6%
−0.3%
Reduced · −240 sh
30Procter & Gamble Co
COM
$28.3M195.7K
0.6%
−4.1%
Reduced · −8K sh
31Advanced Micro Devices Inc
COM
$28.3M138.9K
0.6%
−2.3%
Reduced · −3K sh
32Vaneck ETF Trust
BDC INCOME ETF
$28.2M2.20M
0.6%
Held
33Ge Aerospace
COM NEW
$27.7M97.7K
0.6%
−1.5%
Reduced · −1K sh
34Ferrari N V
COM
$27.4M95.0K
0.6%
+9.9%
Added · +9K sh
35Wheaton Precious Metals Corp
COM
$26.1M183.3K
0.5%
−42%
Reduced · −135K sh
36FS KKR Cap Corp
COM
$25.9M2.55M
0.5%
Held
37Morgan Stanley Direct Lendin
COM SHS
$25.5M1.83M
0.5%
Held
38Applied Matls Inc
COM
$24.5M71.6K
0.5%
−5.0%
Reduced · −4K sh
39Oaktree Specialty Lending
COM
$23.6M2.09M
0.5%
Held
40Taiwan Semiconductor Manufac
SPONSORED ADS
$23.4M69.4K
0.5%
Held
41Lam Research Corp
COM NEW
$23.3M109.2K
0.5%
−5.4%
Reduced · −6K sh
42Toronto Dominion BK Ont
COM NEW
$23.1M177.5K
0.5%
+7.2%
Added · +12K sh
43Goldman Sachs Group Inc
COM
$22.7M26.8K
0.5%
+2.4%
Added · +620 sh
44Linde PLC
SHS
$22.5M45.5K
0.5%
−8.3%
Reduced · −4K sh
45Bank America Corp
COM
$22.0M450.5K
0.5%
+1.5%
Added · +7K sh
46Berkshire Hathaway Inc Del
CL B NEW
$21.8M45.4K
0.5%
−25%
Reduced · −15K sh
47Morgan Stanley
COM NEW
$21.6M131.2K
0.5%
+1.8%
Added · +2K sh
48Coca Cola Co
COM
$21.2M278.6K
0.4%
+0.6%
Added · +2K sh
49Verizon Communications Inc
COM
$21.1M420.5K
0.4%
−7.0%
Reduced · −32K sh
50International Business Machs
COM
$20.7M85.2K
0.4%
+0.9%
Added · +801 sh
Showing 50 of 484 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 5, 2026484$4.8B13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026483$4.9B13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025499$4.7B13F-HR
Q2 2025Jun 30, 2025Jul 28, 2025498$4.4B13F-HR
Q1 2025Mar 31, 2025May 15, 2025494$4.1B13F-HR
Q4 2024Dec 31, 2024May 29, 2025479$3.9B13F-HR/A
Amended / restated
  • Q4 2024 · filed Feb 10, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.