Filed: 7/16/2026ACC: 0002055882-26-000004
📋 What this filing means
SAVA INFOND D.O.O. filed this quarterly 13F‑HR report disclosing 242 equity positions with a total reported market value of $1.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
242
Positions
$1.41B
Total AUM (reported)
8.77M
Total Shares
Allocation by class
COM$865.20M61.4%
CAP STK CL A$127.76M9.1%
COM SHS$86.89M6.2%
SPONSORED ADS$85.50M6.1%
COM NEW$68.23M4.8%
CL A$45.17M3.2%
ORD$13.16M0.9%
Portfolio Concentration
Top 3$307.28M21.8%
4–10$378.88M26.9%
11–25$342.33M24.3%
Rest$381.50M27.1%
Top 3 weight
21.8%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 8.77M
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
8.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole0
Shared0
Other242
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings242
Rows:
ALPHABET INC
DFNDShares357.49K
TypeSH
Market value$127.76M
9.06%
Sole
0.00
Shared
0.00
None
357.49K
BROADCOM INC
DFNDShares246.70K
TypeSH
Market value$93.19M
6.61%
Sole
0.00
Shared
0.00
None
246.70K
ARISTA NETWORKS INC
DFNDShares508.21K
TypeSH
Market value$86.33M
6.12%
Sole
0.00
Shared
0.00
None
508.21K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares175.22K
TypeSH
Market value$83.68M
5.93%
Sole
0.00
Shared
0.00
None
175.22K
NVIDIA CORPORATION
DFNDShares312.56K
TypeSH
Market value$62.54M
4.44%
Sole
0.00
Shared
0.00
None
312.56K
APPLIED MATLS INC
DFNDShares70.53K
TypeSH
Market value$50.99M
3.62%
Sole
0.00
Shared
0.00
None
70.53K
ADVANCED MICRO DEVICES INC
DFNDShares84K
TypeSH
Market value$48.80M
3.46%
Sole
0.00
Shared
0.00
None
84K
LAM RESEARCH CORP
DFNDShares111.74K
TypeSH
Market value$48.42M
3.43%
Sole
0.00
Shared
0.00
None
111.74K
PALO ALTO NETWORKS INC
DFNDShares126.34K
TypeSH
Market value$43.08M
3.06%
Sole
0.00
Shared
0.00
None
126.34K
MICROSOFT CORP
DFNDShares110.90K
TypeSH
Market value$41.37M
2.93%
Sole
0.00
Shared
0.00
None
110.90K
MICRON TECHNOLOGY INC
DFNDShares27.56K
TypeSH
Market value$31.81M
2.26%
Sole
0.00
Shared
0.00
None
27.56K
AMAZON COM INC
DFNDShares132.62K
TypeSH
Market value$31.61M
2.24%
Sole
0.00
Shared
0.00
None
132.62K
ANALOG DEVICES INC
DFNDShares76.96K
TypeSH
Market value$30.57M
2.17%
Sole
0.00
Shared
0.00
None
76.96K
SANDISK CORP
DFNDShares12.39K
TypeSH
Market value$28.17M
2.00%
Sole
0.00
Shared
0.00
None
12.39K
APPLE INC
DFNDShares97.27K
TypeSH
Market value$28.15M
2.00%
Sole
0.00
Shared
0.00
None
97.27K
MERCADOLIBRE INC
DFNDShares15.06K
TypeSH
Market value$25.56M
1.81%
Sole
0.00
Shared
0.00
None
15.06K
META PLATFORMS INC
DFNDShares44.30K
TypeSH
Market value$24.95M
1.77%
Sole
0.00
Shared
0.00
None
44.30K
ELI LILLY & CO
DFNDShares18.84K
TypeSH
Market value$22.60M
1.60%
Sole
0.00
Shared
0.00
None
18.84K
UNITEDHEALTH GROUP INC
DFNDShares53.02K
TypeSH
Market value$22.04M
1.56%
Sole
0.00
Shared
0.00
None
53.02K
WESTERN DIGITAL CORP
DFNDShares32.54K
TypeSH
Market value$20.78M
1.47%
Sole
0.00
Shared
0.00
None
32.54K
JPMORGAN CHASE & CO
DFNDShares54.79K
TypeSH
Market value$17.93M
1.27%
Sole
0.00
Shared
0.00
None
54.79K
MARVELL TECHNOLOGY INC
DFNDShares56K
TypeSH
Market value$16.68M
1.18%
Sole
0.00
Shared
0.00
None
56K
SERVICENOW INC
DFNDShares154.40K
TypeSH
Market value$15.33M
1.09%
Sole
0.00
Shared
0.00
None
154.40K
ASTRAZENECA PLC
DFNDShares70.58K
TypeSH
Market value$13.16M
0.93%
Sole
0.00
Shared
0.00
None
70.58K
SALESFORCE INC
DFNDShares82.90K
TypeSH
Market value$12.99M
0.92%
Sole
0.00
Shared
0.00
None
82.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL A | 357.49K | SH | $127.76M 9.06% | 0.00 | 0.00 | 357.49K |
BROADCOM INCDFND | COM | 246.70K | SH | $93.19M 6.61% | 0.00 | 0.00 | 246.70K |
ARISTA NETWORKS INCDFND | COM SHS | 508.21K | SH | $86.33M 6.12% | 0.00 | 0.00 | 508.21K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 175.22K | SH | $83.68M 5.93% | 0.00 | 0.00 | 175.22K |
NVIDIA CORPORATIONDFND | COM | 312.56K | SH | $62.54M 4.44% | 0.00 | 0.00 | 312.56K |
APPLIED MATLS INCDFND | COM | 70.53K | SH | $50.99M 3.62% | 0.00 | 0.00 | 70.53K |
ADVANCED MICRO DEVICES INCDFND | COM | 84K | SH | $48.80M 3.46% | 0.00 | 0.00 | 84K |
LAM RESEARCH CORPDFND | COM NEW | 111.74K | SH | $48.42M 3.43% | 0.00 | 0.00 | 111.74K |
PALO ALTO NETWORKS INCDFND | COM | 126.34K | SH | $43.08M 3.06% | 0.00 | 0.00 | 126.34K |
MICROSOFT CORPDFND | COM | 110.90K | SH | $41.37M 2.93% | 0.00 | 0.00 | 110.90K |
MICRON TECHNOLOGY INCDFND | COM | 27.56K | SH | $31.81M 2.26% | 0.00 | 0.00 | 27.56K |
AMAZON COM INCDFND | COM | 132.62K | SH | $31.61M 2.24% | 0.00 | 0.00 | 132.62K |
ANALOG DEVICES INCDFND | COM | 76.96K | SH | $30.57M 2.17% | 0.00 | 0.00 | 76.96K |
SANDISK CORPDFND | COM | 12.39K | SH | $28.17M 2.00% | 0.00 | 0.00 | 12.39K |
APPLE INCDFND | COM | 97.27K | SH | $28.15M 2.00% | 0.00 | 0.00 | 97.27K |
MERCADOLIBRE INCDFND | COM | 15.06K | SH | $25.56M 1.81% | 0.00 | 0.00 | 15.06K |
META PLATFORMS INCDFND | CL A | 44.30K | SH | $24.95M 1.77% | 0.00 | 0.00 | 44.30K |
ELI LILLY & CODFND | COM | 18.84K | SH | $22.60M 1.60% | 0.00 | 0.00 | 18.84K |
UNITEDHEALTH GROUP INCDFND | COM | 53.02K | SH | $22.04M 1.56% | 0.00 | 0.00 | 53.02K |
WESTERN DIGITAL CORPDFND | COM | 32.54K | SH | $20.78M 1.47% | 0.00 | 0.00 | 32.54K |
JPMORGAN CHASE & CODFND | COM | 54.79K | SH | $17.93M 1.27% | 0.00 | 0.00 | 54.79K |
MARVELL TECHNOLOGY INCDFND | COM | 56K | SH | $16.68M 1.18% | 0.00 | 0.00 | 56K |
SERVICENOW INCDFND | COM | 154.40K | SH | $15.33M 1.09% | 0.00 | 0.00 | 154.40K |
ASTRAZENECA PLCDFND | ORD | 70.58K | SH | $13.16M 0.93% | 0.00 | 0.00 | 70.58K |
SALESFORCE INCDFND | COM | 82.90K | SH | $12.99M 0.92% | 0.00 | 0.00 | 82.90K |
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