Arkolith/Funds/Raiffeisen Bank International AG

Raiffeisen Bank International AG

CIK 2044885Bank / broker
Holdings as of Mar 31, 2026·disclosed Apr 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Raiffeisen Bank International AG holds a diversified book of 626 stocks worth $6.9B as of Q1 2026 (disclosed Apr 24, 2026, a ~45-day 13F lag). This quarter they opened Alcoa Corp and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 7% of the equity book. They also disclosed $21.7M in call options (bullish), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
46
new positions
Added to
233
existing
Trimmed
217
reduced
Sold out
19
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
33%
Top 20 holdings
44%

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

Direct sector allocation

100% mapped to company sectors

Information Technology
45%
Health Care
12%
Industrials
11%
Financials
11%
Consumer Discretionary
7%
Materials
7%
Communication Services
3%
Utilities
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.

626 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
Common Stock
$486.2M2.94M
7.0%
+0.7%
Added · +20K sh
2Alphabet Inc
Common Stock
$341.6M1.25M
4.9%
−7.0%
Reduced · −94K sh
3Apple Inc
Common Stock
$336.9M1.37M
4.8%
−9.6%
Reduced · −145K sh
4Microsoft Corp
Common Stock
$253.7M705.2K
3.7%
−3.2%
Reduced · −24K sh
5Broadcom Inc
Common Stock
$221.8M755.8K
3.2%
+20%
Added · +127K sh
6Amazoncom Inc
Common Stock
$213.6M1.06M
3.1%
+12%
Added · +112K sh
7Applied Materials Inc
Common Stock
$123.9M383.2K
1.8%
−3.5%
Reduced · −14K sh
8Eli Lilly & Co
Common Stock
$120.7M136.1K
1.7%
−4.1%
Reduced · −6K sh
9Lam Research Corp
Common Stock
$99.3M496.7K
1.4%
+143%
Added · +292K sh
10Taiwan Semiconductor Manufacturing Co Ltd
Common Stock
$97.6M308.3K
1.4%
+81%
Added · +138K sh
11JPMorgan Chase & Co
Common Stock
$93.4M329.0K
1.3%
−9.5%
Reduced · −34K sh
12Cisco Systems Inc
Common Stock
$80.8M1.05M
1.2%
+16%
Added · +147K sh
13Abbvie Inc
Common Stock
$78.9M370.1K
1.1%
+21%
Added · +63K sh
14Visa Inc
Common Stock
$76.5M255.0K
1.1%
−36%
Reduced · −143K sh
15Quanta Services Inc
Common Stock
$73.1M137.0K
1.1%
−17%
Reduced · −29K sh
16Advanced Micro Devices Inc
Common Stock
$70.4M358.9K
1.0%
+1.8%
Added · +6K sh
17Thermo Fisher Scientific Inc
Common Stock
$66.0M136.9K
0.9%
−10%
Reduced · −15K sh
18Motorola Solutions Inc
Common Stock
$65.7M153.9K
0.9%
−30%
Reduced · −65K sh
19Procter & Gamble Co The
Common Stock
$65.2M450.7K
0.9%
−27%
Reduced · −166K sh
20Mastercard Inc
Common Stock
$64.4M130.3K
0.9%
−11%
Reduced · −16K sh
21Arista Networks Inc
Common Stock
$63.1M536.9K
0.9%
4k×
Added · +537K sh
22Linde PLC
Common Stock
$63.0M126.1K
0.9%
−22%
Reduced · −36K sh
23Kla Corp
Common Stock
$61.8M44.7K
0.9%
−14%
Reduced · −8K sh
24Home Depot Inc The
Common Stock
$61.4M189.7K
0.9%
+2.0%
Added · +4K sh
25Newmont Corp
Common Stock
$59.7M578.9K
0.9%
17×
Added · +545K sh
26American Express Co
Common Stock
$51.1M171.6K
0.7%
+16%
Added · +24K sh
27International Business Machines Corp
Common Stock
$50.6M213.2K
0.7%
+42%
Added · +64K sh
28Spotify Technology Sa
Common Stock
$50.1M105.1K
0.7%
−4.5%
Reduced · −5K sh
29Uber Technologies Inc
Common Stock
$49.9M714.1K
0.7%
−2.5%
Reduced · −19K sh
30Bank Of America Corp
Common Stock
$49.7M1.05M
0.7%
−6.6%
Reduced · −74K sh
31Merck & Co Inc
Common Stock
$48.8M413.0K
0.7%
−1.7%
Reduced · −7K sh
32Ecolab Inc
Common Stock
$47.7M181.8K
0.7%
−18%
Reduced · −40K sh
33Netflix Inc
Common Stock
$47.7M512.8K
0.7%
+557%
Added · +435K sh
34Abbott Laboratories
Common Stock
$46.9M460.0K
0.7%
+32%
Added · +111K sh
35Intuitive Surgical Inc
Common Stock
$45.3M100.0K
0.7%
+304%
Added · +75K sh
36Johnson Controls International PLC
Common Stock
$45.0M355.7K
0.6%
−3.0%
Reduced · −11K sh
37Vertex Pharmaceuticals Inc
Common Stock
$45.0M101.4K
0.6%
−9.9%
Reduced · −11K sh
38Micron Technology Inc
Common Stock
$44.6M138.5K
0.6%
+72%
Added · +58K sh
39Waste Management Inc
Common Stock
$43.6M189.4K
0.6%
−19%
Reduced · −43K sh
40Booking Holdings Inc
Common Stock
$42.0M10.2K
0.6%
−31%
Reduced · −5K sh
41Northern Trust Corp
Common Stock
$41.8M307.0K
0.6%
−9.3%
Reduced · −31K sh
42Vertiv Holdings Co
Common Stock
$41.6M177.4K
0.6%
−18%
Reduced · −39K sh
43Nasdaq Inc
Common Stock
$41.3M494.2K
0.6%
−3.3%
Reduced · −17K sh
44Rockwell Automation Inc
Common Stock
$39.7M113.8K
0.6%
+524%
Added · +96K sh
45Pfizer Inc
Common Stock
$38.7M1.38M
0.6%
19×
Added · +1.3M sh
46Progressive Corp The
Common Stock
$38.5M191.2K
0.6%
+0.2%
Added · +360 sh
47Equinix Inc
Common Stock
$38.4M39.9K
0.6%
−26%
Reduced · −14K sh
48Xylem Inc NY
Common Stock
$38.2M328.6K
0.5%
+18%
Added · +51K sh
49Morgan Stanley
Common Stock
$37.6M237.2K
0.5%
+321%
Added · +181K sh
50Ebay Inc
Common Stock
$37.1M421.0K
0.5%
−17%
Reduced · −84K sh
Showing 50 of 626 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$21.7M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishTESLA INCTSLA$1.7M5K
CALL · bullishBRISTOL-MYERS SQUIBB COBMY$1.7M28K
CALL · bullishSLB LTDSLB$1.2M24K
CALL · bullishAMAZON.COM INCAMZN$1.2M6K
CALL · bullishALPHABET INC-CL AGOOGL$1.0M4K
CALL · bullishEXXON MOBIL CORPXOM$995K6K
CALL · bullishNUCOR CORPNUE$976K6K
CALL · bullishNVIDIA CORPNVDA$698K4K
CALL · bullishQUALCOMM INCQCOM$569K4K
CALL · bullishCLOUDFLARE INC - CLASS ANET$502K2K
CALL · bullishWESTERN DIGITAL CORPWDC$427K2K
CALL · bullishNEBIUS GROUP NVNBIS$415K4K
CALL · bullishVERTEX PHARMACEUTICALS INCVRTX$385K863
CALL · bullishALIBABA GROUP HOLDING-SP ADRBABA$345K3K
CALL · bullishOVINTIV INCOVV$297K5K
CALL · bullishBARRICK MINING CORPB$286K7K
CALL · bullishBP PLC-SPONS ADRBP$281K6K
CALL · bullishINTL BUSINESS MACHINES CORPIBM$242K1K
CALL · bullishTEVA PHARMACEUTICAL-SP ADRTEVA$235K8K
CALL · bullishREGENERON PHARMACEUTICALSREGN$227K294
CALL · bullishMICROSOFT CORPMSFT$221K598
CALL · bullishHALLIBURTON COHAL$213K5K
CALL · bullishBAIDU INC - SPON ADRBIDU$212K2K
CALL · bullishALCOA CORPAA$203K3K
CALL · bullishELI LILLY & COLLY$184K200

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 196 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 24, 2026900$7.0B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026868$7.8B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025874$7.5B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025756$6.7B13F-HR
Q1 2025Mar 31, 2025May 9, 2025764$6.3B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025754$6.6B13F-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.