Sava Infond d.o.o. holds a focused book of 242 stocks worth $1.4B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Ferrari NV and trimmed Ishares Msci Acwi ETF. Their largest long position is Alphabet Inc-CL A at 9% of the equity book.
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Use Arkolith to show Sava Infond d.o.o.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $127.8M | 357.5K | 9.1% | ▲+114% Added · +191K sh | |
| 2 | Broadcom Inc COM | $93.2M | 246.7K | 6.6% | ▲+97% Added · +122K sh | |
| 3 | Arista Networks Inc COM SHS | $86.3M | 508.2K | 6.1% | ▲+98% Added · +251K sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $83.7M | 175.2K | 5.9% | ▲+110% Added · +92K sh | |
| 5 | Nvidia Corporation COM | $62.5M | 312.6K | 4.4% | ▲+3.4% Added · +10K sh | |
| 6 | Applied Matls Inc COM | $51.0M | 70.5K | 3.6% | ▲+79% Added · +31K sh | |
| 7 | Advanced Micro Devices Inc COM | $48.8M | 84.0K | 3.5% | ▲+184% Added · +54K sh | |
| 8 | Lam Research Corp COM NEW | $48.4M | 111.7K | 3.4% | ▲+81% Added · +50K sh | |
| 9 | Palo Alto Networks Inc COM | $43.1M | 126.3K | 3.1% | ▲+64% Added · +49K sh | |
| 10 | Microsoft Corp COM | $41.4M | 110.9K | 2.9% | ▲+77% Added · +48K sh | |
| 11 | Micron Technology Inc COM | $31.8M | 27.6K | 2.3% | ▲+29% Added · +6K sh | |
| 12 | Amazon Com Inc COM | $31.6M | 132.6K | 2.2% | ▲+4.3% Added · +6K sh | |
| 13 | Analog Devices Inc COM | $30.6M | 77.0K | 2.2% | ▲+89% Added · +36K sh | |
| 14 | Sandisk Corp COM | $28.2M | 12.4K | 2.0% | ▲+85% Added · +6K sh | |
| 15 | Apple Inc COM | $28.1M | 97.3K | 2.0% | ▲+37% Added · +26K sh | |
| 16 | Mercadolibre Inc COM | $25.6M | 15.1K | 1.8% | ▲+149% Added · +9K sh | |
| 17 | Meta Platforms Inc CL A | $25.0M | 44.3K | 1.8% | ▲+7.6% Added · +3K sh | |
| 18 | Eli Lilly & Co COM | $22.6M | 18.8K | 1.6% | ▲+107% Added · +10K sh | |
| 19 | Unitedhealth Group Inc COM | $22.0M | 53.0K | 1.6% | ▲+172% Added · +34K sh | |
| 20 | Western Digital Corp COM | $20.8M | 32.5K | 1.5% | ▲+109% Added · +17K sh | |
| 21 | JPMorgan Chase & Co COM | $17.9M | 54.8K | 1.3% | ▲+100% Added · +27K sh | |
| 22 | Marvell Technology Inc COM | $16.7M | 56.0K | 1.2% | —Held | |
| 23 | Servicenow Inc COM | $15.3M | 154.4K | 1.1% | ▲+60% Added · +58K sh | |
| 24 | AstraZeneca PLC ORD | $13.2M | 70.6K | 0.9% | ▲+68% Added · +29K sh | |
| 25 | Salesforce Inc COM | $13.0M | 82.9K | 0.9% | ▲+47% Added · +26K sh | |
| 26 | Booking Holdings Inc COM | $12.4M | 69.8K | 0.9% | ▲49× Added · +68K sh | |
| 27 | Merck & Co Inc COM | $11.3M | 88.0K | 0.8% | ▲+64% Added · +34K sh | |
| 28 | Ge Aerospace COM NEW | $10.0M | 26.7K | 0.7% | ▲+103% Added · +14K sh | |
| 29 | Ishares Inc MSCI JAPAN ETF | $9.0M | 96.7K | 0.6% | ▲+78% Added · +42K sh | |
| 30 | Southern Copper Corp COM | $8.1M | 46.7K | 0.6% | ▲+74% Added · +20K sh | |
| 31 | Caterpillar Inc COM | $8.0M | 7.5K | 0.6% | ▲+100% Added · +4K sh | |
| 32 | Lumentum Hldgs Inc COM | $8.0M | 9.3K | 0.6% | ▲+23% Added · +2K sh | |
| 33 | SPDR Series Trust ST STR SP BIOT | $7.7M | 48.7K | 0.5% | ▲+233% Added · +34K sh | |
| 34 | Ishares Inc MSCI CDA ETF | $7.7M | 133.0K | 0.5% | ▲+100% Added · +67K sh | |
| 35 | Mastercard Incorporated CL A | $7.6M | 14.8K | 0.5% | ▲+106% Added · +8K sh | |
| 36 | Ishares TR MSCI ACWI ETF | $7.4M | 47.5K | 0.5% | ▼−5.4% Reduced · −3K sh | |
| 37 | RTX Corporation COM | $7.4M | 38.8K | 0.5% | ▲+100% Added · +19K sh | |
| 38 | Ishares Inc MSCI TAIWAN ETF | $7.3M | 67.0K | 0.5% | ▲+49% Added · +22K sh | |
| 39 | Chevron Corporation COM | $7.0M | 42.2K | 0.5% | ▲+30% Added · +10K sh | |
| 40 | Quanta Svcs Inc COM | $6.6M | 9.2K | 0.5% | ▲43× Added · +9K sh | |
| 41 | Newmont Corp COM | $6.5M | 69.4K | 0.5% | ▲+94% Added · +34K sh | |
| 42 | Totalenergies SE ACT | $6.4M | 82.5K | 0.5% | ▲+38% Added · +23K sh | |
| 43 | Sociedad Quimica Y Minera De SPON ADR SER B | $6.3M | 85.5K | 0.4% | ▲+126% Added · +48K sh | |
| 44 | Nu Hldgs Ltd ORD SHS CL A | $6.3M | 473.6K | 0.4% | ▲+154% Added · +287K sh | |
| 45 | Albemarle Corp COM | $6.2M | 46.0K | 0.4% | ▲+76% Added · +20K sh | |
| 46 | Uber Technologies Inc COM | $6.2M | 86.0K | 0.4% | ▲+91% Added · +41K sh | |
| 47 | Union Pac Corp COM | $6.2M | 22.8K | 0.4% | ▲+100% Added · +11K sh | |
| 48 | BlackRock Inc COM | $6.2M | 6.4K | 0.4% | ▼−5.2% Reduced · −350 sh | |
| 49 | Intuitive Surgical Inc COM NEW | $6.1M | 15.4K | 0.4% | ▲+108% Added · +8K sh | |
| 50 | Sofi Technologies Inc COM | $5.8M | 324.1K | 0.4% | ▲+227% Added · +225K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 306 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 230 | $704.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 222 | $740.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 212 | $705.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 216 | $639.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 215 | $524.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 211 | $566.2M | 13F-HR |
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.