NLB Skladi, upravljanje premozenja, d.o.o.
Net buyer this quarter
$2.64B
338
+$59.5M
37.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $158M | 5.99% | 0.00% | -1.0% | Q4 2025 |
 TSM | $132M | 5.00% | 0.00% | -0.3% | Q4 2025 |
 GOOGL | $121M | 4.60% | 0.00% | -0.1% | Q4 2025 |
 AAPL | $121M | 4.58% | 0.00% | +1.1% | Q4 2025 |
 MSFT | $93.1M | 3.53% | 0.00% | +7.1% | Q4 2025 |
 AMZN | $86.3M | 3.27% | 0.00% | +0.6% | Q4 2025 |
 AVGO | $86M | 3.26% | 0.00% | -0.2% | Q4 2025 |
 MU | $84.5M | 3.20% | 0.01% | +5.8% | Q4 2025 |
 AMD | $62.2M | 2.36% | 0.01% | -0.4% | Q4 2025 |
 LRCX | $53.3M | 2.02% | 0.01% | +5.9% | Q4 2025 |
 DELL | $50.4M | 1.91% | 0.02% | -2.1% | Q4 2025 |
 META | $46.8M | 1.78% | Not reported | +2.4% | Q4 2025 |
 LLY | $43.1M | 1.63% | 0.00% | -15.6% | Q4 2025 |
 INTC | $40.5M | 1.54% | 0.01% | -1.0% | Q4 2025 |
 TSLA | $32.2M | 1.22% | 0.00% | +1.6% | Q4 2025 |
 PLTR | $30.1M | 1.14% | 0.01% | +0.2% | Q4 2025 |
 ANET | $29.5M | 1.12% | 0.01% | +3.9% | Q4 2025 |
 JPM | $29.4M | 1.12% | 0.00% | -2.4% | Q4 2025 |
 AMAT | $28.8M | 1.09% | 0.01% | -1.2% | Q4 2025 |
 MRVL | $27.7M | 1.05% | 0.01% | +16.2% | Q4 2025 |
 BRK.B | $27.1M | 1.03% | Not reported | -16.0% | Q4 2025 |
 CRDO | $25.8M | 0.98% | 0.05% | Not reported | Q4 2025 |
 GE | $25.4M | 0.96% | 0.01% | +1.5% | Q4 2025 |
 V | $24.8M | 0.94% | 0.00% | +2.7% | Q4 2025 |
 KLAC | $24.4M | 0.92% | 0.01% | Not reported | Q4 2025 |
 CAT | $23.1M | 0.88% | 0.00% | +2.3% | Q4 2025 |
 PANW | $22.1M | 0.84% | 0.01% | +7.0% | Q4 2025 |
 QCOM | $21M | 0.80% | 0.01% | +9.2% | Q4 2025 |
 CRWD | $20.5M | 0.78% | 0.01% | +2.1% | Q4 2025 |
 ORCL | $19.6M | 0.74% | 0.00% | +1.8% | Q4 2025 |
 UNH | $18.8M | 0.71% | 0.01% | +5.6% | Q4 2025 |
 ABBV | $18.4M | 0.70% | 0.00% | -9.9% | Q4 2025 |
 APH | $18.4M | 0.70% | 0.01% | Not reported | Q4 2025 |
 JNJ | $18M | 0.68% | 0.00% | +10.0% | Q4 2025 |
 NEE | $16.5M | 0.63% | 0.01% | +2.9% | Q4 2025 |
 AZN | $15.4M | 0.58% | Not reported | Not reported | Q4 2025 |
 FCX | $15.2M | 0.57% | 0.02% | +9.1% | Q4 2025 |
 VRT | $14.6M | 0.55% | 0.01% | +41.7% | Q4 2025 |
 MTSI | $14.6M | 0.55% | 0.05% | Not reported | Q4 2025 |
 CSCO | $14M | 0.53% | 0.00% | -0.2% | Q4 2025 |
 MA | $13.9M | 0.53% | 0.00% | -8.5% | Q4 2025 |
 ISRG | $13.7M | 0.52% | 0.01% | +2.0% | Q4 2025 |
 NOW | $12M | 0.46% | 0.01% | +6.5% | Q4 2025 |
 MRK | $12M | 0.45% | 0.00% | -5.1% | Q4 2025 |
 TMO | $11.8M | 0.45% | 0.01% | -2.3% | Q4 2025 |
 XOM | $11.5M | 0.44% | 0.00% | -29.5% | Q4 2025 |
 IBM | $11.4M | 0.43% | 0.00% | Not reported | Q4 2025 |
 ABT | $11M | 0.42% | 0.01% | +42.0% | Q4 2025 |
 SPY | $10.7M | 0.41% | Not reported | +4.6% | Q4 2025 |
 BHP | $10.6M | 0.40% | 0.00% | +9.4% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $139M | 6.67% | 0.00% | -1.9% | Q4 2025 |
| AAPL | $105M | 5.03% | 0.00% | +9.8% | Q4 2025 |
| GOOGL | $97.7M | 4.69% | 0.00% | +1.7% | Q4 2025 |
| TSM | $93.7M | 4.49% | 0.00% | +0.1% | Q4 2025 |
| MSFT | $86.3M | 4.14% | 0.00% | +4.9% | Q4 2025 |
| AMZN | $74.9M | 3.59% | 0.00% | +22.3% | Q4 2025 |
| AVGO | $70.6M | 3.38% | 0.00% | +1.3% | Q4 2025 |
| META | $46.5M | 2.23% | Not reported | -5.0% | Q4 2025 |
| LLY | $39.2M | 1.88% | 0.00% | -13.0% | Q4 2025 |
| PLTR | $37.7M | 1.81% | 0.01% | -2.0% | Q4 2025 |
| BRK.B | $30.9M | 1.48% | Not reported | -5.6% | Q4 2025 |
| TSLA | $28.1M | 1.34% | 0.00% | -2.3% | Q4 2025 |
| JPM | $27.1M | 1.30% | 0.00% | -4.9% | Q4 2025 |
| LRCX | $24.8M | 1.19% | 0.01% | -0.2% | Q4 2025 |
| MU | $23.4M | 1.12% | 0.01% | +2.5% | Q4 2025 |
| AMD | $21.9M | 1.05% | 0.01% | -6.1% | Q4 2025 |
| V | $21.2M | 1.02% | 0.00% | +0.2% | Q4 2025 |
| ANET | $20.5M | 0.99% | 0.01% | -2.0% | Q4 2025 |
| XOM | $20.3M | 0.97% | 0.00% | +0.7% | Q4 2025 |
| DELL | $19.6M | 0.94% | 0.02% | +2.3% | Q4 2025 |
| ORCL | $19.3M | 0.93% | 0.00% | +13.0% | Q4 2025 |
| GE | $19M | 0.91% | 0.01% | -12.7% | Q4 2025 |
| ABBV | $17.6M | 0.85% | 0.00% | -1.0% | Q4 2025 |
| NEE | $17M | 0.82% | 0.01% | -8.8% | Q4 2025 |
| JNJ | $15.8M | 0.76% | 0.00% | -8.0% | Q4 2025 |
| ISRG | $15.6M | 0.75% | 0.01% | +7.1% | Q4 2025 |
| CAT | $15M | 0.72% | 0.00% | -8.5% | Q4 2025 |
| MA | $14.8M | 0.71% | 0.00% | -0.4% | Q4 2025 |
 CVX | $14.6M | 0.70% | 0.00% | -8.4% | Q4 2025 |
 HON | $14.3M | 0.69% | 0.01% | +46.3% | Q4 2025 |
| AMAT | $13.8M | 0.66% | 0.01% | 0.0% | Q4 2025 |
| QCOM | $13.4M | 0.64% | 0.01% | +0.6% | Q4 2025 |
| APH | $13.2M | 0.63% | 0.01% | Not reported | Q4 2025 |
| FCX | $13M | 0.62% | 0.02% | +15.2% | Q4 2025 |
| INTC | $12.9M | 0.62% | 0.01% | +17.9% | Q4 2025 |
| KLAC | $11.9M | 0.57% | 0.01% | -2.2% | Q4 2025 |
| TMO | $11.9M | 0.57% | 0.01% | -4.3% | Q4 2025 |
| NOW | $11.9M | 0.57% | 0.01% | +7.3% | Q4 2025 |
| MRK | $11.8M | 0.57% | 0.00% | -14.0% | Q4 2025 |
 NFLX | $11.7M | 0.56% | 0.00% | +82.9% | Q4 2025 |
 WMT | $11.6M | 0.56% | 0.00% | -6.6% | Q4 2025 |
| UNH | $11.6M | 0.56% | 0.00% | +17.0% | Q4 2025 |
 CRM | $11.1M | 0.53% | 0.01% | +6.8% | Q4 2025 |
 COST | $10.7M | 0.51% | 0.00% | +5.3% | Q4 2025 |
| CRWD | $10.3M | 0.49% | 0.01% | -13.4% | Q4 2025 |
| IBM | $9.82M | 0.47% | 0.00% | Not reported | Q4 2025 |
 VALE | $9.77M | 0.47% | 0.02% | +24.1% | Q4 2025 |
| PANW | $9.7M | 0.47% | 0.01% | -4.5% | Q4 2025 |
 PGR | $9.52M | 0.46% | 0.01% | -2.2% | Q4 2025 |
 HD | $9.31M | 0.45% | 0.00% | -1.3% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $152M | 6.94% | 0.00% | New | Q4 2025 |
| MSFT | $108M | 4.92% | 0.00% | New | Q4 2025 |
| GOOGL | $105M | 4.78% | 0.00% | New | Q4 2025 |
| AAPL | $102M | 4.68% | 0.00% | New | Q4 2025 |
| TSM | $84.1M | 3.85% | 0.00% | New | Q4 2025 |
| AVGO | $77.9M | 3.56% | 0.00% | New | Q4 2025 |
| AMZN | $67.9M | 3.11% | 0.00% | New | Q4 2025 |
| META | $56.4M | 2.58% | Not reported | New | Q4 2025 |
| LLY | $52.6M | 2.41% | 0.01% | New | Q4 2025 |
| PLTR | $46.7M | 2.14% | 0.01% | New | Q4 2025 |
| TSLA | $34.7M | 1.59% | 0.00% | New | Q4 2025 |
| BRK.B | $34.4M | 1.57% | Not reported | New | Q4 2025 |
| JPM | $31.2M | 1.43% | 0.00% | New | Q4 2025 |
| V | $24.6M | 1.13% | 0.00% | New | Q4 2025 |
| AMD | $24.5M | 1.12% | 0.01% | New | Q4 2025 |
| GE | $23.6M | 1.08% | 0.01% | New | Q4 2025 |
| ORCL | $22.6M | 1.04% | 0.00% | New | Q4 2025 |
| ANET | $22.4M | 1.02% | 0.01% | New | Q4 2025 |
| LRCX | $19.9M | 0.91% | 0.01% | New | Q4 2025 |
| MU | $19.3M | 0.88% | 0.01% | New | Q4 2025 |
| ABBV | $18.7M | 0.86% | 0.00% | New | Q4 2025 |
| ISRG | $17.9M | 0.82% | 0.01% | New | Q4 2025 |
| QCOM | $17.7M | 0.81% | 0.01% | New | Q4 2025 |
| MA | $16.9M | 0.77% | 0.00% | New | Q4 2025 |
| NOW | $16.2M | 0.74% | 0.01% | New | Q4 2025 |
| NEE | $16.1M | 0.74% | 0.01% | New | Q4 2025 |
| CRM | $14.7M | 0.67% | 0.01% | New | Q4 2025 |
| DELL | $14.7M | 0.67% | 0.02% | New | Q4 2025 |
| TMO | $14.7M | 0.67% | 0.01% | New | Q4 2025 |
| JNJ | $14.5M | 0.66% | 0.00% | New | Q4 2025 |
| XOM | $14.3M | 0.65% | 0.00% | New | Q4 2025 |
| CRWD | $14.3M | 0.65% | 0.01% | New | Q4 2025 |
| APH | $14.1M | 0.64% | 0.01% | New | Q4 2025 |
| CRDO | $13.6M | 0.62% | 0.05% | New | Q4 2025 |
| CAT | $13.3M | 0.61% | 0.01% | New | Q4 2025 |
| ABT | $12.4M | 0.57% | 0.01% | New | Q4 2025 |
| UNH | $12.1M | 0.55% | 0.00% | New | Q4 2025 |
| IBM | $12M | 0.55% | 0.00% | New | Q4 2025 |
| MRK | $12M | 0.55% | 0.00% | New | Q4 2025 |
 BSX | $12M | 0.55% | 0.01% | New | Q4 2025 |
| AZN | $11.9M | 0.54% | Not reported | New | Q4 2025 |
 SHOP | $11.8M | 0.54% | 0.02% | New | Q4 2025 |
| CVX | $11.8M | 0.54% | 0.00% | New | Q4 2025 |
| PANW | $11.7M | 0.53% | 0.01% | New | Q4 2025 |
| PGR | $11.2M | 0.51% | 0.01% | New | Q4 2025 |
| WMT | $11.2M | 0.51% | 0.00% | New | Q4 2025 |
 INTU | $11.1M | 0.51% | 0.01% | New | Q4 2025 |
 IBN | $10.6M | 0.48% | Not reported | New | Q4 2025 |
| AMAT | $10.3M | 0.47% | 0.01% | New | Q4 2025 |
| KLAC | $10M | 0.46% | 0.01% | New | Q4 2025 |