Filed: 4/23/2025ACC: 0002055882-25-000003
📋 What this filing means
SAVA INFOND D.O.O. filed this quarterly 13F‑HR report disclosing 215 equity positions with a total reported market value of $524.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
215
Positions
$524.16M
Total AUM (reported)
4.64M
Total Shares
Allocation by class
COM$357.41M68.2%
CL A$37.36M7.1%
COM SHS$20.17M3.8%
CAP STK CL A$19.96M3.8%
SPONSORED ADS$17.37M3.3%
COM NEW$16.12M3.1%
SHS$5.13M1.0%
Portfolio Concentration
Top 3$86.45M16.5%
4–10$140.30M26.8%
11–25$110.09M21.0%
Rest$187.32M35.7%
Top 3 weight
16.5%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 4.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole215
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings215
Rows:
NVIDIA CORPORATION
SOLEShares327.82K
TypeSH
Market value$35.53M
6.78%
Sole
0.00
Shared
0.00
None
327.82K
MICROSOFT CORP
SOLEShares75.81K
TypeSH
Market value$28.46M
5.43%
Sole
0.00
Shared
0.00
None
75.81K
BROADCOM INC
SOLEShares134.19K
TypeSH
Market value$22.47M
4.29%
Sole
0.00
Shared
0.00
None
134.19K
AMAZON COM INC
SOLEShares115.38K
TypeSH
Market value$21.95M
4.19%
Sole
0.00
Shared
0.00
None
115.38K
APPLE INC
SOLEShares94.69K
TypeSH
Market value$21.03M
4.01%
Sole
0.00
Shared
0.00
None
94.69K
META PLATFORMS INC
SOLEShares36.19K
TypeSH
Market value$20.86M
3.98%
Sole
0.00
Shared
0.00
None
36.19K
SERVICENOW INC
SOLEShares25.44K
TypeSH
Market value$20.25M
3.86%
Sole
0.00
Shared
0.00
None
25.44K
ARISTA NETWORKS INC
SOLEShares260.27K
TypeSH
Market value$20.17M
3.85%
Sole
0.00
Shared
0.00
None
260.27K
ALPHABET INC
SOLEShares129.09K
TypeSH
Market value$19.96M
3.81%
Sole
0.00
Shared
0.00
None
129.09K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares96.83K
TypeSH
Market value$16.07M
3.07%
Sole
0.00
Shared
0.00
None
96.83K
SALESFORCE INC
SOLEShares55.99K
TypeSH
Market value$15.03M
2.87%
Sole
0.00
Shared
0.00
None
55.99K
PALO ALTO NETWORKS INC
SOLEShares66.83K
TypeSH
Market value$11.40M
2.18%
Sole
0.00
Shared
0.00
None
66.83K
MERCADOLIBRE INC
SOLEShares4.94K
TypeSH
Market value$9.64M
1.84%
Sole
0.00
Shared
0.00
None
4.94K
APPLIED MATLS INC
SOLEShares58.16K
TypeSH
Market value$8.44M
1.61%
Sole
0.00
Shared
0.00
None
58.16K
ELI LILLY & CO
SOLEShares9.65K
TypeSH
Market value$7.97M
1.52%
Sole
0.00
Shared
0.00
None
9.65K
BLACKROCK INC
SOLEShares7.66K
TypeSH
Market value$7.25M
1.38%
Sole
0.00
Shared
0.00
None
7.66K
ANALOG DEVICES INC
SOLEShares35.80K
TypeSH
Market value$7.22M
1.38%
Sole
0.00
Shared
0.00
None
35.80K
JPMORGAN CHASE & CO.
SOLEShares28.48K
TypeSH
Market value$6.98M
1.33%
Sole
0.00
Shared
0.00
None
28.48K
MARVELL TECHNOLOGY INC
SOLEShares90K
TypeSH
Market value$5.54M
1.06%
Sole
0.00
Shared
0.00
None
90K
LAM RESEARCH CORP
SOLEShares73K
TypeSH
Market value$5.31M
1.01%
Sole
0.00
Shared
0.00
None
73K
ELEVANCE HEALTH INC
SOLEShares12.20K
TypeSH
Market value$5.31M
1.01%
Sole
0.00
Shared
0.00
None
12.20K
BOOKING HOLDINGS INC
SOLEShares1.13K
TypeSH
Market value$5.22M
1.00%
Sole
0.00
Shared
0.00
None
1.13K
GE AEROSPACE
SOLEShares25.06K
TypeSH
Market value$5.02M
0.96%
Sole
0.00
Shared
0.00
None
25.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.19K
TypeSH
Market value$4.89M
0.93%
Sole
0.00
Shared
0.00
None
9.19K
MASTERCARD INCORPORATED
SOLEShares8.89K
TypeSH
Market value$4.88M
0.93%
Sole
0.00
Shared
0.00
None
8.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 327.82K | SH | $35.53M 6.78% | 0.00 | 0.00 | 327.82K |
MICROSOFT CORPSOLE | COM | 75.81K | SH | $28.46M 5.43% | 0.00 | 0.00 | 75.81K |
BROADCOM INCSOLE | COM | 134.19K | SH | $22.47M 4.29% | 0.00 | 0.00 | 134.19K |
AMAZON COM INCSOLE | COM | 115.38K | SH | $21.95M 4.19% | 0.00 | 0.00 | 115.38K |
APPLE INCSOLE | COM | 94.69K | SH | $21.03M 4.01% | 0.00 | 0.00 | 94.69K |
META PLATFORMS INCSOLE | CL A | 36.19K | SH | $20.86M 3.98% | 0.00 | 0.00 | 36.19K |
SERVICENOW INCSOLE | COM | 25.44K | SH | $20.25M 3.86% | 0.00 | 0.00 | 25.44K |
ARISTA NETWORKS INCSOLE | COM SHS | 260.27K | SH | $20.17M 3.85% | 0.00 | 0.00 | 260.27K |
ALPHABET INCSOLE | CAP STK CL A | 129.09K | SH | $19.96M 3.81% | 0.00 | 0.00 | 129.09K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 96.83K | SH | $16.07M 3.07% | 0.00 | 0.00 | 96.83K |
SALESFORCE INCSOLE | COM | 55.99K | SH | $15.03M 2.87% | 0.00 | 0.00 | 55.99K |
PALO ALTO NETWORKS INCSOLE | COM | 66.83K | SH | $11.40M 2.18% | 0.00 | 0.00 | 66.83K |
MERCADOLIBRE INCSOLE | COM | 4.94K | SH | $9.64M 1.84% | 0.00 | 0.00 | 4.94K |
APPLIED MATLS INCSOLE | COM | 58.16K | SH | $8.44M 1.61% | 0.00 | 0.00 | 58.16K |
ELI LILLY & COSOLE | COM | 9.65K | SH | $7.97M 1.52% | 0.00 | 0.00 | 9.65K |
BLACKROCK INCSOLE | COM | 7.66K | SH | $7.25M 1.38% | 0.00 | 0.00 | 7.66K |
ANALOG DEVICES INCSOLE | COM | 35.80K | SH | $7.22M 1.38% | 0.00 | 0.00 | 35.80K |
JPMORGAN CHASE & CO.SOLE | COM | 28.48K | SH | $6.98M 1.33% | 0.00 | 0.00 | 28.48K |
MARVELL TECHNOLOGY INCSOLE | COM | 90K | SH | $5.54M 1.06% | 0.00 | 0.00 | 90K |
LAM RESEARCH CORPSOLE | COM NEW | 73K | SH | $5.31M 1.01% | 0.00 | 0.00 | 73K |
ELEVANCE HEALTH INCSOLE | COM | 12.20K | SH | $5.31M 1.01% | 0.00 | 0.00 | 12.20K |
BOOKING HOLDINGS INCSOLE | COM | 1.13K | SH | $5.22M 1.00% | 0.00 | 0.00 | 1.13K |
GE AEROSPACESOLE | COM NEW | 25.06K | SH | $5.02M 0.96% | 0.00 | 0.00 | 25.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.19K | SH | $4.89M 0.93% | 0.00 | 0.00 | 9.19K |
MASTERCARD INCORPORATEDSOLE | CL A | 8.89K | SH | $4.88M 0.93% | 0.00 | 0.00 | 8.89K |
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