GENERALI INVESTMENTS, MANAGEMENT CO LLC

PrivateCIK: 2043136
Location

LJUBLJANA, 2A

164
Positions
$460.34M
Total AUM (reported)
2.44M
Total Shares

Allocation by class

TOTAL AUM$460.34M164 positions
COM$357.27M77.6%
CL A$37.95M8.2%
CAP STK CL A$36.85M8.0%
COM NEW$11.11M2.4%
CL A COM$5.01M1.1%
COM CL A$3.17M0.7%
SHS$2.93M0.6%

Portfolio Concentration

Top 324.1%4–1028.2%11–2516.3%Rest31.4%TOP 1052.3%0%100%
Top 3$111.12M24.1%
4–10$129.66M28.2%
11–25$75.19M16.3%
Rest$144.37M31.4%

Top 3 weight

24.1%

Top 10 weight

52.3%

Voting Authority Distribution

Total shares with voting rights: 2.44M

Sole

Full voting authority

2.44M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole164
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings164
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares214.75K
TypeSH
Market value$42.97M
9.33%
Sole
214.75K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares103.13K
TypeSH
Market value$36.85M
8.01%
Sole
103.13K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares131.32K
TypeSH
Market value$31.30M
6.80%
Sole
131.32K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares76K
TypeSH
Market value$28.35M
6.16%
Sole
76K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares80.36K
TypeSH
Market value$23.25M
5.05%
Sole
80.36K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares41.25K
TypeSH
Market value$23.24M
5.05%
Sole
41.25K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares47.35K
TypeSH
Market value$17.89M
3.89%
Sole
47.35K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares38.81K
TypeSH
Market value$16.33M
3.55%
Sole
38.81K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares10.22K
TypeSH
Market value$12.26M
2.66%
Sole
10.22K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares32.88K
TypeSH
Market value$8.35M
1.81%
Sole
32.88K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares58.75K
TypeSH
Market value$7.55M
1.64%
Sole
58.75K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares29.77K
TypeSH
Market value$7.49M
1.63%
Sole
29.77K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares22.79K
TypeSH
Market value$7.46M
1.62%
Sole
22.79K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares30.74K
TypeSH
Market value$5.10M
1.11%
Sole
30.74K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares49.87K
TypeSH
Market value$4.95M
1.08%
Sole
49.87K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares40.74K
TypeSH
Market value$4.75M
1.03%
Sole
40.74K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares64.21K
TypeSH
Market value$4.58M
1.00%
Sole
64.21K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares189.60K
TypeSH
Market value$4.57M
0.99%
Sole
189.60K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares31.34K
TypeSH
Market value$4.49M
0.97%
Sole
31.34K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares3.54K
TypeSH
Market value$4.16M
0.90%
Sole
3.54K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares29.54K
TypeSH
Market value$4.13M
0.90%
Sole
29.54K
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares71.84K
TypeSH
Market value$4.09M
0.89%
Sole
71.84K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares7.04K
TypeSH
Market value$4.09M
0.89%
Sole
7.04K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares10.07K
TypeSH
Market value$4.00M
0.87%
Sole
10.07K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares13.94K
TypeSH
Market value$3.77M
0.82%
Sole
13.94K
Shared
0.00
None
0.00
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