Sava Infond D.O.O. Top Holdings and 13F Report (2025)

About Sava Infond D.O.O.

Investment Activity

Sava Infond D.O.O. has $639.90 million in total holdings as of June 30, 2025.
Sava Infond D.O.O. owns shares of 216 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 6.86% of the portfolio was purchased this quarter.
About 3.19% of the portfolio was sold this quarter.
This quarter, Sava Infond D.O.O. has purchased 215 new stocks and bought additional shares in 70 stocks.
Sava Infond D.O.O. sold shares of 48 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA: $53,451,177
Broadcom: $37,311,984
Microsoft: $32,709,682
ARISTA NETWORKS INC: $31,378,989
ServiceNow: $28,796,521

Largest New Holdings this Quarter

06849F108 - BARRICK MNG CORP: $1,712,861 Holding
G6683N103 - NU: $823,200 Holding
194162103 - Colgate-Palmolive: $274,518 Holding
88579Y101 - 3M: $247,390 Holding
651639106 - Newmont: $233,040 Holding

Largest Purchases this Quarter

ARISTA NETWORKS INC: 46,435 shares (about $4.75M)
Marvell Technology: 54,000 shares (about $4.18M)
Salesforce: 11,455 shares (about $3.12M)
ServiceNow: 2,570 shares (about $2.64M)
Alphabet: 11,700 shares (about $2.06M)

Largest Sales this Quarter

Microsoft: 10,050 shares (about $5.00M)
Apple: 8,750 shares (about $1.80M)
Berkshire Hathaway: 3,150 shares (about $1.53M)
MercadoLibre: 335 shares (about $875.57K)
Tesla: 2,500 shares (about $794.15K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$53,451,177	$1,658,895 ▲	3.2%	338,320	8.4%	Computer and Technology
AVGO Broadcom	$37,311,984	$323,889 ▲	0.9%	135,360	5.8%	Computer and Technology
MSFT Microsoft	$32,709,682	$4,998,971 ▼	-13.3%	65,760	5.1%	Computer and Technology
ARISTA NETWORKS INC	$31,378,989	$4,750,765 ▲	17.8%	306,705	4.9%	COM SHS
NOW ServiceNow	$28,796,521	$2,642,166 ▲	10.1%	28,010	4.5%	Computer and Technology
META Meta Platforms	$28,505,036	$1,797,249 ▲	6.7%	38,620	4.5%	Computer and Technology
AMZN Amazon.com	$26,587,874	$1,274,656 ▲	5.0%	121,190	4.2%	Retail/Wholesale
GOOGL Alphabet	$24,811,422	$2,061,891 ▲	9.1%	140,790	3.9%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$22,729,404	$798,377 ▲	3.6%	100,355	3.6%	Computer and Technology
CRM Salesforce	$18,391,577	$3,123,664 ▲	20.5%	67,445	2.9%	Computer and Technology
AAPL Apple	$17,632,310	$1,795,238 ▼	-9.2%	85,940	2.8%	Computer and Technology
PANW Palo Alto Networks	$15,231,355	$1,555,264 ▲	11.4%	74,430	2.4%	Computer and Technology
MELI MercadoLibre	$12,035,766	$875,566 ▼	-6.8%	4,605	1.9%	Retail/Wholesale
MRVL Marvell Technology	$11,145,600	$4,179,600 ▲	60.0%	144,000	1.7%	Computer and Technology
AMAT Applied Materials	$10,648,267		0.0%	58,165	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$8,907,485	$652,298 ▲	7.9%	30,725	1.4%	Finance
ADI Analog Devices	$8,354,502	$166,614 ▼	-2.0%	35,100	1.3%	Computer and Technology
BLACKROCK INC	$8,285,927	$251,820 ▲	3.1%	7,897	1.3%	COM
LLY Eli Lilly and Company	$7,452,307	$70,158 ▼	-0.9%	9,560	1.2%	Medical
LAM RESEARCH CORP	$7,324,835	$219,015 ▲	3.1%	75,250	1.1%	COM NEW
BKNG Booking	$6,541,841	$17,368 ▼	-0.3%	1,130	1.0%	Retail/Wholesale
GE GE Aerospace	$5,948,283	$501,911 ▼	-7.8%	23,110	0.9%	Aerospace
BSX Boston Scientific	$5,786,177	$704,610 ▲	13.9%	53,870	0.9%	Medical
GWRE Guidewire Software	$5,485,985		0.0%	23,300	0.9%	Computer and Technology
MA Mastercard	$5,167,038	$168,582 ▲	3.4%	9,195	0.8%	Business Services
ELV Elevance Health	$5,017,584	$272,272 ▲	5.7%	12,900	0.8%	Medical
ISRG Intuitive Surgical	$4,874,388	$43,473 ▲	0.9%	8,970	0.8%	Medical
WDAY Workday	$4,824,000	$696,000 ▲	16.9%	20,100	0.8%	Computer and Technology
SPGI S&P Global	$4,665,462		0.0%	8,848	0.7%	Finance
ABT Abbott Laboratories	$4,651,542	$32,642 ▼	-0.7%	34,200	0.7%	Medical
ACN Accenture	$4,324,938	$597,780 ▲	16.0%	14,470	0.7%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$4,301,670		0.0%	33,450	0.7%	Manufacturing
CCJ Cameco	$4,218,491	$141,037 ▲	3.5%	56,830	0.7%	Basic Materials
XOM Exxon Mobil	$4,036,032	$372,988 ▲	10.2%	37,440	0.6%	Energy
UBER Uber Technologies	$3,852,357	$693,219 ▲	21.9%	41,290	0.6%	Computer and Technology
ADBE Adobe	$3,634,738	$116,064 ▲	3.3%	9,395	0.6%	Computer and Technology
EWJ iShares MSCI Japan ETF	$3,302,429		0.0%	44,050	0.5%	ETF
MRK Merck & Co., Inc.	$3,211,521	$451,212 ▲	16.3%	40,570	0.5%	Medical
COST Costco Wholesale	$3,167,808	$237,586 ▼	-7.0%	3,200	0.5%	Retail/Wholesale
CVX Chevron	$2,985,511	$382,317 ▲	14.7%	20,850	0.5%	Energy
BRK.B Berkshire Hathaway	$2,934,051	$1,530,176 ▼	-34.3%	6,040	0.5%	Finance
MDLZ Mondelez International	$2,714,460	$155,112 ▲	6.1%	40,250	0.4%	Consumer Staples
EEM iShares MSCI Emerging Markets ETF	$2,604,960	$36,180 ▼	-1.4%	54,000	0.4%	Finance
ALB Albemarle	$2,501,160	$1,059,123 ▲	73.4%	39,910	0.4%	Basic Materials
VTR Ventas	$2,490,320	$63,150 ▼	-2.5%	39,435	0.4%	Finance
ADSK Autodesk	$2,476,560		0.0%	8,000	0.4%	Computer and Technology
LINDE PLC	$2,472,579	$16,421 ▼	-0.7%	5,270	0.4%	SHS
NTR Nutrien	$2,431,520	$361,088 ▲	17.4%	41,750	0.4%	Basic Materials
KKR KKR & Co. Inc.	$2,400,526	$332,575 ▲	16.1%	18,045	0.4%	Finance
QCOM QUALCOMM	$2,372,974	$796,300 ▲	50.5%	14,900	0.4%	Computer and Technology
UNP Union Pacific	$2,333,011	$250,787 ▲	12.0%	10,140	0.4%	Transportation
IBN ICICI Bank	$2,263,972	$252,300 ▼	-10.0%	67,300	0.4%	Finance
IQV IQVIA	$2,251,961	$562,596 ▲	33.3%	14,290	0.4%	Medical
EWC iShares MSCI Canada ETF	$2,217,600		0.0%	48,000	0.3%	ETF
DIS Walt Disney	$2,216,679		0.0%	17,875	0.3%	Consumer Discretionary
JNJ Johnson & Johnson	$2,187,380	$126,783 ▲	6.2%	14,320	0.3%	Medical
ABBV AbbVie	$2,174,724	$222,744 ▲	11.4%	11,716	0.3%	Medical
RTX RTX	$2,161,096	$438,060 ▲	25.4%	14,800	0.3%	Aerospace
PGR Progressive	$2,104,458	$69,384 ▲	3.4%	7,886	0.3%	Finance
PNC The PNC Financial Services Group	$2,095,361	$372,840 ▼	-15.1%	11,240	0.3%	Finance
EWT iShares MSCI Taiwan ETF	$2,060,660		0.0%	35,900	0.3%	ETF
PEP PepsiCo	$2,059,824	$283,886 ▲	16.0%	15,600	0.3%	Consumer Staples
NFLX Netflix	$2,001,999	$401,739 ▲	25.1%	1,495	0.3%	Consumer Discretionary
CAT Caterpillar	$1,956,578		0.0%	5,040	0.3%	Industrials
SCCO Southern Copper	$1,942,768	$100,563 ▼	-4.9%	19,203	0.3%	Basic Materials
NKE NIKE	$1,921,632		0.0%	27,050	0.3%	Consumer Discretionary
ZTS Zoetis	$1,894,792	$187,140 ▲	11.0%	12,150	0.3%	Medical
AWK American Water Works	$1,873,116	$153,021 ▼	-7.6%	13,465	0.3%	Utilities
PG Procter & Gamble	$1,818,001	$63,728 ▼	-3.4%	11,411	0.3%	Consumer Staples
TMO Thermo Fisher Scientific	$1,779,969	$579,808 ▲	48.3%	4,390	0.3%	Medical
UNH UnitedHealth Group	$1,747,032	$265,175 ▼	-13.2%	5,600	0.3%	Medical
SPY SPDR S&P 500 ETF Trust	$1,717,623	$154,463 ▲	9.9%	2,780	0.3%	Finance
BARRICK MNG CORP	$1,712,861	$1,712,861 ▲	New Holding	82,270	0.3%	COM SHS
EOG EOG Resources	$1,687,697	$324,143 ▼	-16.1%	14,110	0.3%	Energy
SYK Stryker	$1,641,865		0.0%	4,150	0.3%	Medical
AMT American Tower	$1,637,758		0.0%	7,410	0.3%	Finance
NEE NextEra Energy	$1,545,983	$93,717 ▼	-5.7%	22,270	0.2%	Utilities
WM Waste Management	$1,542,247		0.0%	6,740	0.2%	Business Services
MCD McDonald's	$1,516,362	$178,224 ▲	13.3%	5,190	0.2%	Retail/Wholesale
NVO Novo Nordisk A/S	$1,352,792	$75,922 ▼	-5.3%	19,600	0.2%	Medical
MMYT MakeMyTrip	$1,293,864		0.0%	13,200	0.2%	Computer and Technology
PINS Pinterest	$1,290,960		0.0%	36,000	0.2%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$1,265,722		0.0%	8,580	0.2%	ETF
SQM Sociedad Quimica y Minera	$1,251,027		0.0%	35,470	0.2%	Basic Materials
KSA iShares MSCI Saudi Arabia ETF	$1,194,740		0.0%	31,000	0.2%	ETF
VEEV Veeva Systems	$1,172,079		0.0%	4,070	0.2%	Medical
MDT Medtronic	$1,089,625		0.0%	12,500	0.2%	Medical
LOW Lowe's Companies	$1,071,632	$332,805 ▼	-23.7%	4,830	0.2%	Retail/Wholesale
DHR Danaher	$1,046,962	$229,146 ▲	28.0%	5,300	0.2%	Medical
CEG Constellation Energy	$1,032,832	$435,726 ▲	73.0%	3,200	0.2%	Energy
WIT Wipro	$966,400		0.0%	320,000	0.2%	Computer and Technology
TSLA Tesla	$941,862	$794,150 ▼	-45.7%	2,965	0.1%	Auto/Tires/Trucks
ITUB Itau Unibanco	$941,094		0.0%	138,600	0.1%	Finance
TME Tencent Music Entertainment Group	$909,014	$17,541 ▼	-1.9%	46,640	0.1%	Consumer Discretionary
KLAC KLA	$895,740	$44,787 ▼	-4.8%	1,000	0.1%	Computer and Technology
COP ConocoPhillips	$892,464	$295,245 ▲	49.4%	9,945	0.1%	Energy
XLU Utilities Select Sector SPDR Fund	$865,596		0.0%	10,600	0.1%	ETF
IHF iShares U.S. Healthcare Providers ETF	$834,348	$90,003 ▲	12.1%	17,150	0.1%	ETF
NU NU	$823,200	$823,200 ▲	New Holding	60,000	0.1%	Finance
IXJ iShares Global Healthcare ETF	$797,193	$65,428 ▲	8.9%	9,260	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Sava Infond D.O.O. Top Holdings and 13F Report (2025)

About Sava Infond D.O.O.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Sava Infond D.O.O. Top Holdings and 13F Report (2025)

About Sava Infond D.O.O.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSava Infond D.O.O.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools