Arkolith/Funds/Generali Investments CEE, investicni spolecnost, a.s.

Generali Investments CEE, investicni spolecnost, a.s.

CIK 2047540
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Generali Investments CEE, investicni spolecnost, a.s. holds a diversified book of 462 stocks worth $2.1B as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Ishares Latin America 40 ETF and trimmed Moneta Money Bank As. Their largest long position is Moneta Money Bank As at 4% of the equity book.

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Use Arkolith to show Generali Investments CEE, investicni spolecnost, a.s.'s latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
82
existing
Trimmed
159
reduced
Sold out
6
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
21%
Top 20 holdings
32%

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

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
16%
Financials
7%
Industrials
5%
Health Care
5%
Consumer Discretionary
4%
Consumer Staples
2%
Materials
2%

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.

462 positions
#SecurityValueShares% PortLast moveHistory
1Moneta Money Bank AS
COM
$94.5M10.79M
4.5%
−2.6%
Reduced · −286K sh
2State Street SPDR S&P 500 ETF Trust
TR UNIT
$59.1M79.1K
2.8%
Held
3Powszechna Kasa Oszczednosci Bank Polski SA
COM
$49.0M1.79M
2.3%
−3.2%
Reduced · −59K sh
4OTP Bank Nyrt
COM
$42.4M287.2K
2.0%
−9.3%
Reduced · −29K sh
5Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
$41.3M194.0K
2.0%
Held
6Bank Polska Kasa Opieki SA
COM
$33.1M544.6K
1.6%
−4.4%
Reduced · −25K sh
7Advanced Micro Devices Inc
COM
$29.8M51.3K
1.4%
−20%
Reduced · −13K sh
8Invesco QQQ Trust Series 1
UNIT SER 1
$29.5M40.0K
1.4%
+0.7%
Added · +278 sh
9Cez As
COM
$28.2M482.3K
1.3%
+280%
Added · +356K sh
10Microsoft Corp
COM
$27.9M74.7K
1.3%
+37%
Added · +20K sh
11Nvidia Corp
COM
$27.0M134.8K
1.3%
+9.7%
Added · +12K sh
12Omv AG
COM
$26.0M412.9K
1.2%
−1.5%
Reduced · −6K sh
13Erste Bank Polska SA
COM
$25.9M151.4K
1.2%
−4.0%
Reduced · −6K sh
14Dell Technologies Inc - VMware Inc
CL C
$25.4M58.8K
1.2%
−9.3%
Reduced · −6K sh
15SK Hynix Inc
COM
$25.3M14.1K
1.2%
−2.2%
Reduced · −313 sh
16Samsung Electronics Co Ltd
COM
$24.8M4.6K
1.2%
−12%
Reduced · −629 sh
17Amazon.com Inc
COM
$24.5M102.9K
1.2%
+1.7%
Added · +2K sh
18Erste Group Bank AG
COM
$23.2M173.2K
1.1%
−18%
Reduced · −39K sh
19iShares Nasdaq Biotechnology Index Fund
ISHARES BIOTECH
$22.1M116.1K
1.0%
Held
20PZU
COM
$21.2M1.22M
1.0%
+3.9%
Added · +46K sh
21KGHM Polska Miedz S.A.
COM
$20.4M232.3K
1.0%
−9.3%
Reduced · −24K sh
22iShares S&P 500 Index FUND
CORE S&P500 ETF
$20.2M27.0K
1.0%
Held
23InPost SA
COM
$19.0M1.08M
0.9%
−1.9%
Reduced · −21K sh
24Komercni Banka, A.S.
COM
$18.4M401.6K
0.9%
+4.7%
Added · +18K sh
25Apple Inc
COM
$18.0M62.1K
0.9%
−3.9%
Reduced · −3K sh
26Intel Corp
COM
$17.7M126.9K
0.8%
+7.4%
Added · +9K sh
27Siemens AG
COM
$17.2M53.5K
0.8%
−6.0%
Reduced · −3K sh
28Halyk Savings Bank of Kazakhstan JSC
COM
$16.6M554.1K
0.8%
+0.8%
Added · +5K sh
29Groupon Inc
COM NEW
$16.6M689.6K
0.8%
+8.3%
Added · +53K sh
30Anheuser-Busch Inbev NV
COM
$16.1M194.4K
0.8%
+11%
Added · +19K sh
31ASML Holding NV
COM
$16.1M8.2K
0.8%
−18%
Reduced · −2K sh
32Broadcom Inc
COM
$15.7M41.5K
0.7%
−2.0%
Reduced · −872 sh
33Gedeon Richter Nyrt.
COM
$15.6M403.3K
0.7%
−4.4%
Reduced · −19K sh
34LPP S.A.
COM
$15.2M3.1K
0.7%
−3.0%
Reduced · −98 sh
35JPMorgan Chase & Co
COM
$14.8M45.1K
0.7%
+8.0%
Added · +3K sh
36NAC Kazatomprom JSC
COM
$14.7M213.3K
0.7%
+8.6%
Added · +17K sh
37Kaspi.KZ JSC
SPONSORED ADS
$14.4M166.6K
0.7%
−11%
Reduced · −21K sh
38CSG NV
COM
$13.6M932.6K
0.6%
+25%
Added · +188K sh
39Alphabet Inc
CAP STK CL C
$13.4M37.8K
0.6%
−12%
Reduced · −5K sh
40Vonovia SE
COM
$12.8M522.4K
0.6%
+0.1%
Added · +389 sh
41iShares Global Clean Energy ETF
GL CLEAN ENE ETF
$12.7M619.0K
0.6%
Held
42iShares Latin America 40 ETF
LATN AMER 40 ETF
$12.5M371.8K
0.6%
New
New position
43Totalenergies SE
COM
$11.9M153.1K
0.6%
+17%
Added · +22K sh
44Equinix Inc
COM
$11.9M11.4K
0.6%
−3.3%
Reduced · −393 sh
45Micron Technology Inc
COM
$11.8M10.2K
0.6%
+45%
Added · +3K sh
46Adidas AG
COM
$11.6M56.9K
0.5%
−2.1%
Reduced · −1K sh
47Alphabet Inc
CAP STK CL A
$11.5M32.2K
0.5%
−3.5%
Reduced · −1K sh
48International Business Machines Corp
COM
$11.4M40.6K
0.5%
+10%
Added · +4K sh
49Allianz SE
COM
$11.4M24.2K
0.5%
−3.9%
Reduced · −969 sh
50Sap SE
COM
$11.1M72.2K
0.5%
+7.0%
Added · +5K sh
Showing 50 of 462 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026462$2.1B13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026452$1.9B13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026396$1.4B13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025383$1.3B13F-HR
Q2 2025Jun 30, 2025Jul 18, 2025383$1.2B13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025383$1.1B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025353$970.1M13F-HR

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.