Sava Infond d.o.o.
Net buyer this quarter
$1.41B
212
+$527M
48.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $128M | 9.06% | 0.00% | +114.3% | Q4 2024 |
 AVGO | $93.2M | 6.61% | 0.01% | +97.4% | Q4 2024 |
 ANET | $86.3M | 6.12% | 0.04% | +97.8% | Q4 2024 |
 TSM | $83.7M | 5.93% | 0.00% | +110.3% | Q4 2024 |
 NVDA | $62.5M | 4.44% | 0.00% | +3.4% | Q4 2024 |
 AMAT | $51M | 3.62% | 0.01% | +78.7% | Q4 2024 |
 AMD | $48.8M | 3.46% | 0.01% | +184.0% | Q4 2024 |
 LRCX | $48.4M | 3.43% | 0.01% | +81.5% | Q4 2024 |
 PANW | $43.1M | 3.06% | 0.02% | +64.1% | Q4 2024 |
 MSFT | $41.4M | 2.93% | 0.00% | +77.3% | Q4 2024 |
 MU | $31.8M | 2.26% | 0.00% | +28.9% | Q4 2025 |
 AMZN | $31.6M | 2.24% | 0.00% | +4.3% | Q4 2024 |
 ADI | $30.6M | 2.17% | 0.02% | +88.7% | Q4 2024 |
 SNDK | $28.2M | 2.00% | 0.01% | +84.9% | Q1 2026 |
 AAPL | $28.1M | 2.00% | 0.00% | +36.7% | Q4 2024 |
 MELI | $25.6M | 1.81% | 0.03% | +148.7% | Q4 2024 |
 META | $25M | 1.77% | Not reported | +7.6% | Q4 2024 |
 LLY | $22.6M | 1.60% | 0.00% | +106.8% | Q4 2024 |
 UNH | $22M | 1.56% | 0.01% | +171.8% | Q4 2024 |
 WDC | $20.8M | 1.47% | 0.01% | +108.6% | Q1 2026 |
 JPM | $17.9M | 1.27% | 0.00% | +100.0% | Q4 2024 |
 MRVL | $16.7M | 1.18% | 0.01% | Not reported | Q4 2024 |
 NOW | $15.3M | 1.09% | 0.01% | +59.5% | Q4 2024 |
 AZN | $13.2M | 0.93% | Not reported | +68.5% | Q1 2026 |
 CRM | $13M | 0.92% | 0.01% | +46.7% | Q4 2024 |
 BKNG | $12.4M | 0.88% | 0.01% | +96.2% | Q4 2024 |
 MRK | $11.3M | 0.80% | 0.00% | +64.1% | Q4 2024 |
 GE | $9.96M | 0.71% | 0.00% | +102.9% | Q4 2024 |
 SCCO | $8.14M | 0.58% | 0.01% | +72.5% | Q4 2024 |
 CAT | $7.99M | 0.57% | 0.00% | +100.0% | Q4 2024 |
 LITE | $7.98M | 0.57% | 0.01% | +23.2% | Q1 2026 |
 MA | $7.59M | 0.54% | 0.00% | +106.4% | Q4 2024 |
 RTX | $7.36M | 0.52% | 0.00% | +100.0% | Q1 2025 |
 CVX | $7M | 0.50% | 0.00% | +30.4% | Q4 2024 |
 PWR | $6.6M | 0.47% | 0.01% | +4165.1% | Q1 2026 |
 NEM | $6.49M | 0.46% | 0.01% | +94.4% | Q2 2025 |
 TTE | $6.39M | 0.45% | 0.00% | +38.0% | Q4 2025 |
 SQM | $6.33M | 0.45% | 0.03% | +126.5% | Q4 2024 |
 NU | $6.33M | 0.45% | Not reported | +153.5% | Q2 2025 |
 ALB | $6.21M | 0.44% | 0.04% | +76.3% | Q4 2024 |
 UBER | $6.21M | 0.44% | 0.00% | +91.1% | Q4 2024 |
 UNP | $6.19M | 0.44% | 0.00% | +100.0% | Q4 2024 |
 BLK | $6.19M | 0.44% | 0.00% | -5.2% | Q4 2024 |
 ISRG | $6.12M | 0.43% | 0.00% | +107.6% | Q4 2024 |
 SOFI | $5.81M | 0.41% | 0.03% | +227.2% | Q4 2024 |
 COST | $5.75M | 0.41% | 0.00% | +100.0% | Q4 2024 |
 SPGI | $5.54M | 0.39% | 0.00% | +100.0% | Q4 2024 |
 ABBV | $5.46M | 0.39% | 0.00% | +100.0% | Q4 2024 |
 NEE | $5.09M | 0.36% | 0.00% | +100.0% | Q4 2024 |
 PLTR | $4.76M | 0.34% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $52.7M | 7.48% | 0.00% | -4.6% | Q4 2024 |
| GOOGL | $48M | 6.81% | 0.00% | -2.2% | Q4 2024 |
| AVGO | $38.7M | 5.49% | 0.00% | +0.4% | Q4 2024 |
| ANET | $31.5M | 4.48% | 0.02% | Not reported | Q4 2024 |
| TSM | $28.2M | 4.00% | 0.00% | -16.8% | Q4 2024 |
| AMZN | $26.5M | 3.76% | 0.00% | +0.6% | Q4 2024 |
| META | $23.6M | 3.34% | Not reported | +2.8% | Q4 2024 |
| MSFT | $23.2M | 3.29% | 0.00% | -6.6% | Q4 2024 |
| AAPL | $18.1M | 2.56% | 0.00% | -20.5% | Q4 2024 |
| AMAT | $13.5M | 1.91% | 0.01% | -28.9% | Q4 2024 |
| LRCX | $13.2M | 1.87% | 0.00% | -15.4% | Q4 2024 |
| ADI | $13M | 1.84% | 0.01% | +20.6% | Q4 2024 |
| PANW | $12.3M | 1.75% | 0.01% | -3.3% | Q4 2024 |
 XOM | $11.7M | 1.66% | 0.00% | +85.2% | Q4 2024 |
| CRM | $10.5M | 1.50% | 0.01% | -19.0% | Q4 2024 |
| MELI | $10.5M | 1.49% | 0.01% | +1.9% | Q4 2024 |
| NOW | $10.1M | 1.44% | 0.01% | -42.3% | Q4 2024 |
| LLY | $8.38M | 1.19% | 0.00% | -2.6% | Q4 2024 |
| AZN | $8.15M | 1.16% | Not reported | New | Q1 2026 |
| JPM | $8.06M | 1.14% | 0.00% | -3.5% | Q4 2024 |
| MU | $7.22M | 1.02% | 0.00% | +871.8% | Q4 2025 |
| CVX | $6.7M | 0.95% | 0.00% | +62.1% | Q4 2024 |
| BLK | $6.53M | 0.93% | 0.00% | -7.6% | Q4 2024 |
| MRK | $6.45M | 0.92% | 0.00% | +28.6% | Q4 2024 |
| AMD | $6.02M | 0.85% | 0.00% | +1692.7% | Q4 2024 |
| BKNG | $5.99M | 0.85% | 0.00% | +35.4% | Q4 2024 |
| PLTR | $5.97M | 0.85% | 0.00% | +5000.0% | Q4 2024 |
| TTE | $5.56M | 0.79% | 0.00% | +23.8% | Q4 2025 |
| MRVL | $5.55M | 0.79% | 0.01% | -61.6% | Q4 2024 |
| LITE | $5.31M | 0.75% | 0.01% | New | Q1 2026 |
| UNH | $5.28M | 0.75% | 0.00% | -17.2% | Q4 2024 |
| ALB | $4.69M | 0.67% | 0.02% | -28.5% | Q4 2024 |
| SCCO | $4.62M | 0.65% | 0.00% | +9.2% | Q4 2024 |
 JNJ | $4.53M | 0.64% | 0.00% | +2.9% | Q4 2024 |
| SNDK | $4.26M | 0.60% | 0.00% | New | Q1 2026 |
| WDC | $4.22M | 0.60% | 0.00% | New | Q1 2026 |
 CCJ | $4.18M | 0.59% | 0.01% | -9.4% | Q4 2024 |
| NEM | $3.87M | 0.55% | 0.00% | -15.3% | Q2 2025 |
 NTR | $3.78M | 0.54% | 0.01% | +47.0% | Q4 2024 |
| RTX | $3.74M | 0.53% | 0.00% | +9.0% | Q1 2025 |
| GE | $3.73M | 0.53% | 0.00% | -25.7% | Q4 2024 |
 VTR | $3.59M | 0.51% | 0.01% | -8.4% | Q4 2024 |
| MA | $3.58M | 0.51% | 0.00% | -22.2% | Q4 2024 |
 GWRE | $3.48M | 0.49% | 0.03% | Not reported | Q4 2024 |
| ISRG | $3.42M | 0.49% | 0.00% | -9.5% | Q4 2024 |
| UBER | $3.24M | 0.46% | 0.00% | -21.9% | Q4 2024 |
| COST | $3.06M | 0.43% | 0.00% | +4.1% | Q4 2024 |
| SQM | $3.06M | 0.43% | 0.01% | -17.8% | Q4 2024 |
 ELV | $3.03M | 0.43% | 0.00% | -13.7% | Q4 2024 |
 ABT | $3.03M | 0.43% | 0.00% | -2.4% | Q4 2024 |
| Q4 2025 | |||||
| NVDA | $59.1M | 7.98% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $53.4M | 7.21% | 0.00% | Not reported | Q4 2024 |
| AVGO | $43.1M | 5.82% | 0.00% | Not reported | Q4 2024 |
| ANET | $33.7M | 4.55% | 0.02% | Not reported | Q4 2024 |
| MSFT | $32.4M | 4.37% | 0.00% | Not reported | Q4 2024 |
| TSM | $30.4M | 4.11% | 0.00% | Not reported | Q4 2024 |
| AMZN | $29.2M | 3.94% | 0.00% | Not reported | Q4 2024 |
| META | $26.4M | 3.57% | Not reported | Not reported | Q4 2024 |
| NOW | $25.7M | 3.47% | 0.02% | Not reported | Q4 2024 |
| AAPL | $24.3M | 3.28% | 0.00% | Not reported | Q4 2024 |
| CRM | $18.5M | 2.50% | 0.01% | Not reported | Q4 2024 |
| PANW | $14.7M | 1.98% | 0.01% | Not reported | Q4 2024 |
| AMAT | $14.3M | 1.93% | 0.01% | Not reported | Q4 2024 |
| LRCX | $12.5M | 1.68% | 0.01% | Not reported | Q4 2024 |
| MRVL | $12.4M | 1.68% | 0.02% | Not reported | Q4 2024 |
| MELI | $12M | 1.62% | 0.01% | Not reported | Q4 2024 |
| LLY | $10M | 1.36% | 0.00% | Not reported | Q4 2024 |
| ADI | $9.17M | 1.24% | 0.01% | Not reported | Q4 2024 |
| JPM | $9.15M | 1.24% | 0.00% | Not reported | Q4 2024 |
| BLK | $7.86M | 1.06% | 0.00% | Not reported | Q4 2024 |
| UNH | $7.78M | 1.05% | 0.00% | Not reported | Q4 2024 |
| BKNG | $5.62M | 0.76% | 0.00% | Not reported | Q4 2024 |
| GE | $5.45M | 0.74% | 0.00% | Not reported | Q4 2024 |
| MA | $5.25M | 0.71% | 0.00% | Not reported | Q4 2024 |
| ALB | $5.16M | 0.70% | 0.03% | Not reported | Q4 2024 |
 BSX | $4.96M | 0.67% | 0.00% | Not reported | Q4 2024 |
| UBER | $4.71M | 0.64% | 0.00% | Not reported | Q4 2024 |
| SPGI | $4.7M | 0.63% | 0.00% | Not reported | Q4 2024 |
| GWRE | $4.68M | 0.63% | 0.03% | Not reported | Q4 2024 |
| ISRG | $4.64M | 0.63% | 0.00% | Not reported | Q4 2024 |
| XOM | $4.48M | 0.60% | 0.00% | Not reported | Q4 2024 |
| MRK | $4.39M | 0.59% | 0.00% | Not reported | Q4 2024 |
 WDAY | $4.23M | 0.57% | 0.01% | Not reported | Q4 2024 |
| NEM | $4.21M | 0.57% | 0.00% | Not reported | Q2 2025 |
| ELV | $4.21M | 0.57% | 0.01% | Not reported | Q4 2024 |
| CCJ | $3.89M | 0.53% | 0.01% | Not reported | Q4 2024 |
| ABT | $3.79M | 0.51% | 0.00% | Not reported | Q4 2024 |
 ACN | $3.73M | 0.50% | 0.00% | Not reported | Q4 2024 |
| JNJ | $3.73M | 0.50% | 0.00% | Not reported | Q4 2024 |
| VTR | $3.71M | 0.50% | 0.01% | Not reported | Q4 2024 |
 IQV | $3.59M | 0.48% | 0.01% | Not reported | Q4 2024 |
| SCCO | $3.5M | 0.47% | 0.00% | Not reported | Q4 2024 |
 ADBE | $3.29M | 0.44% | 0.00% | Not reported | Q4 2024 |
| RTX | $3.26M | 0.44% | 0.00% | Not reported | Q1 2025 |
| SQM | $3.16M | 0.43% | 0.02% | Not reported | Q4 2024 |
| TTE | $3.15M | 0.43% | 0.00% | New | Q4 2025 |
| NU | $3.11M | 0.42% | Not reported | Not reported | Q2 2025 |
| CVX | $3.05M | 0.41% | 0.00% | Not reported | Q4 2024 |
| SOFI | $2.82M | 0.38% | 0.01% | Not reported | Q4 2024 |
 TMO | $2.75M | 0.37% | 0.00% | Not reported | Q4 2024 |
| Q2 2025 | |||||
| NVDA | $53.5M | 8.35% | 0.00% | +3.2% | Q4 2024 |
| AVGO | $37.3M | 5.83% | 0.00% | +0.9% | Q4 2024 |
| MSFT | $32.7M | 5.11% | 0.00% | -13.3% | Q4 2024 |
| ANET | $31.4M | 4.90% | 0.02% | +17.8% | Q4 2024 |
| NOW | $28.8M | 4.50% | 0.01% | +10.1% | Q4 2024 |
| META | $28.5M | 4.45% | Not reported | +6.7% | Q4 2024 |
| AMZN | $26.6M | 4.16% | 0.00% | +5.0% | Q4 2024 |
| GOOGL | $24.8M | 3.88% | 0.00% | +9.1% | Q4 2024 |
| TSM | $22.7M | 3.55% | 0.00% | +3.6% | Q4 2024 |
| CRM | $18.4M | 2.87% | 0.01% | +20.5% | Q4 2024 |
| AAPL | $17.6M | 2.76% | 0.00% | -9.2% | Q4 2024 |
| PANW | $15.2M | 2.38% | 0.01% | +11.4% | Q4 2024 |
| MELI | $12M | 1.88% | 0.01% | -6.8% | Q4 2024 |
| MRVL | $11.1M | 1.74% | 0.02% | +60.0% | Q4 2024 |
| AMAT | $10.6M | 1.66% | 0.01% | Not reported | Q4 2024 |
| JPM | $8.91M | 1.39% | 0.00% | +7.9% | Q4 2024 |
| ADI | $8.35M | 1.31% | 0.01% | -2.0% | Q4 2024 |
| BLK | $8.29M | 1.29% | 0.01% | +3.1% | Q4 2024 |
| LLY | $7.45M | 1.16% | 0.00% | -0.9% | Q4 2024 |
| LRCX | $7.32M | 1.14% | 0.01% | +3.1% | Q4 2024 |
| BKNG | $6.54M | 1.02% | 0.00% | -0.3% | Q4 2024 |
| GE | $5.95M | 0.93% | 0.00% | -7.8% | Q4 2024 |
| BSX | $5.79M | 0.90% | 0.00% | +13.9% | Q4 2024 |
| GWRE | $5.49M | 0.86% | 0.03% | Not reported | Q4 2024 |
| MA | $5.17M | 0.81% | 0.00% | +3.4% | Q4 2024 |
| ELV | $5.02M | 0.78% | 0.01% | +5.7% | Q4 2024 |
| ISRG | $4.87M | 0.76% | 0.00% | +0.9% | Q4 2024 |
| WDAY | $4.82M | 0.75% | 0.01% | +16.9% | Q4 2024 |
| SPGI | $4.67M | 0.73% | 0.00% | Not reported | Q4 2024 |
| ABT | $4.65M | 0.73% | 0.00% | -0.7% | Q4 2024 |
| ACN | $4.32M | 0.68% | 0.00% | +16.0% | Q4 2024 |
| CCJ | $4.22M | 0.66% | 0.01% | +3.5% | Q4 2024 |
| XOM | $4.04M | 0.63% | 0.00% | +10.2% | Q4 2024 |
| UBER | $3.85M | 0.60% | 0.00% | +21.9% | Q4 2024 |
| ADBE | $3.63M | 0.57% | 0.00% | +3.3% | Q4 2024 |
| MRK | $3.21M | 0.50% | 0.00% | +16.4% | Q4 2024 |
| COST | $3.17M | 0.50% | 0.00% | -7.0% | Q4 2024 |
| CVX | $2.99M | 0.47% | 0.00% | +14.7% | Q4 2024 |
 BRK.B | $2.93M | 0.46% | Not reported | -34.3% | Q4 2024 |
 MDLZ | $2.71M | 0.42% | 0.00% | +6.1% | Q4 2024 |
| ALB | $2.5M | 0.39% | 0.03% | +73.5% | Q4 2024 |
| VTR | $2.49M | 0.39% | 0.01% | -2.5% | Q4 2024 |
 ADSK | $2.48M | 0.39% | 0.00% | Not reported | Q4 2024 |
 LIN | $2.47M | 0.39% | 0.00% | -0.7% | Q4 2024 |
| NTR | $2.43M | 0.38% | 0.01% | +17.4% | Q4 2024 |
 KKR | $2.4M | 0.38% | 0.00% | +16.1% | Q4 2024 |
 QCOM | $2.37M | 0.37% | 0.00% | +50.5% | Q4 2024 |
| UNP | $2.33M | 0.36% | 0.00% | +12.0% | Q4 2024 |
 IBN | $2.26M | 0.35% | Not reported | -10.0% | Q4 2024 |
| IQV | $2.25M | 0.35% | 0.01% | +33.3% | Q4 2024 |