Filed: 11/10/2025ACC: 0002055882-25-000005
📋 What this filing means
SAVA INFOND D.O.O. filed this quarterly 13F‑HR report disclosing 212 equity positions with a total reported market value of $705.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
212
Positions
$705.32M
Total AUM (reported)
4.98M
Total Shares
Allocation by class
COM$468.27M66.4%
CL A$46.38M6.6%
COM SHS$38.77M5.5%
CAP STK CL A$33.97M4.8%
SPONSORED ADS$29.63M4.2%
COM NEW$22.59M3.2%
MSCI ACWI ETF$5.79M0.8%
Portfolio Concentration
Top 3$138.56M19.6%
4–10$202.86M28.8%
11–25$145.17M20.6%
Rest$218.72M31.0%
Top 3 weight
19.6%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 4.98M
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
4.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole212
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings212
Rows:
NVIDIA CORPORATION
SOLEShares322.97K
TypeSH
Market value$60.26M
8.54%
Sole
0.00
Shared
0.00
None
322.97K
BROADCOM INC
SOLEShares120.61K
TypeSH
Market value$39.79M
5.64%
Sole
0.00
Shared
0.00
None
120.61K
ARISTA NETWORKS INC
SOLEShares264.31K
TypeSH
Market value$38.51M
5.46%
Sole
0.00
Shared
0.00
None
264.31K
MICROSOFT CORP
SOLEShares66.35K
TypeSH
Market value$34.37M
4.87%
Sole
0.00
Shared
0.00
None
66.35K
ALPHABET INC
SOLEShares139.74K
TypeSH
Market value$33.97M
4.82%
Sole
0.00
Shared
0.00
None
139.74K
SERVICENOW INC
SOLEShares32.56K
TypeSH
Market value$29.96M
4.25%
Sole
0.00
Shared
0.00
None
32.56K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares100.48K
TypeSH
Market value$28.06M
3.98%
Sole
0.00
Shared
0.00
None
100.48K
META PLATFORMS INC
SOLEShares38.09K
TypeSH
Market value$27.97M
3.97%
Sole
0.00
Shared
0.00
None
38.09K
AMAZON COM INC
SOLEShares121.52K
TypeSH
Market value$26.68M
3.78%
Sole
0.00
Shared
0.00
None
121.52K
APPLE INC
SOLEShares85.78K
TypeSH
Market value$21.84M
3.10%
Sole
0.00
Shared
0.00
None
85.78K
PALO ALTO NETWORKS INC
SOLEShares80.43K
TypeSH
Market value$16.38M
2.32%
Sole
0.00
Shared
0.00
None
80.43K
SALESFORCE INC
SOLEShares67.98K
TypeSH
Market value$16.11M
2.28%
Sole
0.00
Shared
0.00
None
67.98K
MARVELL TECHNOLOGY INC
SOLEShares172K
TypeSH
Market value$14.46M
2.05%
Sole
0.00
Shared
0.00
None
172K
APPLIED MATLS INC
SOLEShares60.20K
TypeSH
Market value$12.33M
1.75%
Sole
0.00
Shared
0.00
None
60.20K
MERCADOLIBRE INC
SOLEShares5.08K
TypeSH
Market value$11.88M
1.68%
Sole
0.00
Shared
0.00
None
5.08K
LAM RESEARCH CORP
SOLEShares79.65K
TypeSH
Market value$10.67M
1.51%
Sole
0.00
Shared
0.00
None
79.65K
JPMORGAN CHASE & CO.
SOLEShares30.18K
TypeSH
Market value$9.52M
1.35%
Sole
0.00
Shared
0.00
None
30.18K
BLACKROCK INC
SOLEShares8.10K
TypeSH
Market value$9.44M
1.34%
Sole
0.00
Shared
0.00
None
8.10K
ANALOG DEVICES INC
SOLEShares34.50K
TypeSH
Market value$8.48M
1.20%
Sole
0.00
Shared
0.00
None
34.50K
ELI LILLY & CO
SOLEShares9.46K
TypeSH
Market value$7.22M
1.02%
Sole
0.00
Shared
0.00
None
9.46K
GE AEROSPACE
SOLEShares21.41K
TypeSH
Market value$6.44M
0.91%
Sole
0.00
Shared
0.00
None
21.41K
BOOKING HOLDINGS INC
SOLEShares1.09K
TypeSH
Market value$5.89M
0.83%
Sole
0.00
Shared
0.00
None
1.09K
ISHARES TR
SOLEShares41.85K
TypeSH
Market value$5.79M
0.82%
Sole
0.00
Shared
0.00
None
41.85K
GUIDEWIRE SOFTWARE INC
SOLEShares23.30K
TypeSH
Market value$5.36M
0.76%
Sole
0.00
Shared
0.00
None
23.30K
MASTERCARD INCORPORATED
SOLEShares9.20K
TypeSH
Market value$5.23M
0.74%
Sole
0.00
Shared
0.00
None
9.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 322.97K | SH | $60.26M 8.54% | 0.00 | 0.00 | 322.97K |
BROADCOM INCSOLE | COM | 120.61K | SH | $39.79M 5.64% | 0.00 | 0.00 | 120.61K |
ARISTA NETWORKS INCSOLE | COM SHS | 264.31K | SH | $38.51M 5.46% | 0.00 | 0.00 | 264.31K |
MICROSOFT CORPSOLE | COM | 66.35K | SH | $34.37M 4.87% | 0.00 | 0.00 | 66.35K |
ALPHABET INCSOLE | CAP STK CL A | 139.74K | SH | $33.97M 4.82% | 0.00 | 0.00 | 139.74K |
SERVICENOW INCSOLE | COM | 32.56K | SH | $29.96M 4.25% | 0.00 | 0.00 | 32.56K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 100.48K | SH | $28.06M 3.98% | 0.00 | 0.00 | 100.48K |
META PLATFORMS INCSOLE | CL A | 38.09K | SH | $27.97M 3.97% | 0.00 | 0.00 | 38.09K |
AMAZON COM INCSOLE | COM | 121.52K | SH | $26.68M 3.78% | 0.00 | 0.00 | 121.52K |
APPLE INCSOLE | COM | 85.78K | SH | $21.84M 3.10% | 0.00 | 0.00 | 85.78K |
PALO ALTO NETWORKS INCSOLE | COM | 80.43K | SH | $16.38M 2.32% | 0.00 | 0.00 | 80.43K |
SALESFORCE INCSOLE | COM | 67.98K | SH | $16.11M 2.28% | 0.00 | 0.00 | 67.98K |
MARVELL TECHNOLOGY INCSOLE | COM | 172K | SH | $14.46M 2.05% | 0.00 | 0.00 | 172K |
APPLIED MATLS INCSOLE | COM | 60.20K | SH | $12.33M 1.75% | 0.00 | 0.00 | 60.20K |
MERCADOLIBRE INCSOLE | COM | 5.08K | SH | $11.88M 1.68% | 0.00 | 0.00 | 5.08K |
LAM RESEARCH CORPSOLE | COM NEW | 79.65K | SH | $10.67M 1.51% | 0.00 | 0.00 | 79.65K |
JPMORGAN CHASE & CO.SOLE | COM | 30.18K | SH | $9.52M 1.35% | 0.00 | 0.00 | 30.18K |
BLACKROCK INCSOLE | COM | 8.10K | SH | $9.44M 1.34% | 0.00 | 0.00 | 8.10K |
ANALOG DEVICES INCSOLE | COM | 34.50K | SH | $8.48M 1.20% | 0.00 | 0.00 | 34.50K |
ELI LILLY & COSOLE | COM | 9.46K | SH | $7.22M 1.02% | 0.00 | 0.00 | 9.46K |
GE AEROSPACESOLE | COM NEW | 21.41K | SH | $6.44M 0.91% | 0.00 | 0.00 | 21.41K |
BOOKING HOLDINGS INCSOLE | COM | 1.09K | SH | $5.89M 0.83% | 0.00 | 0.00 | 1.09K |
ISHARES TRSOLE | MSCI ACWI ETF | 41.85K | SH | $5.79M 0.82% | 0.00 | 0.00 | 41.85K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 23.30K | SH | $5.36M 0.76% | 0.00 | 0.00 | 23.30K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.20K | SH | $5.23M 0.74% | 0.00 | 0.00 | 9.20K |
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