ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SABR | 11.87M | $16.66M |
 | NVDA | 3.14M | $524.34M |
 | SRPT | 2.97M | $61.29M |
 | AGIO | 2.70M | $80.09M |
 | LKQ | 2.70M | $78.09M |
 | BLMN | 2.50M | $13.35M |
 | PINS | 2.30M | $41.44M |
 | HASI | 2.20M | $78.99M |
 | REPL | 2.12M | $15.26M |
 | DNA | 1.95M | $10.67M |
 | AAPL | 1.87M | $463.26M |
 | ARRY | 1.58M | $10.88M |
 | CSCO | 1.56M | $121.06M |
 | RUN | 1.46M | $17.76M |
 | NFLX | 1.44M | $135.71M |
 | T | 1.37M | $39.53M |
 | GOOGL | 1.32M | $364.95M |
 | VYGR | 1.10M | $4.24M |
 | MSFT | 1.09M | $392.26M |
 | TJX | 1.07M | $167.47M |
Sabre Corporation
SABR
Shares Held
11.87M
Value
$16.66M
NVIDIA Corporation
NVDA
Shares Held
3.14M
Value
$524.34M
Sarepta Therapeutics, Inc.
SRPT
Shares Held
2.97M
Value
$61.29M
Agios Pharmaceuticals, Inc.
AGIO
Shares Held
2.70M
Value
$80.09M
LKQ Corporation
LKQ
Shares Held
2.70M
Value
$78.09M
Bloomin' Brands, Inc.
BLMN
Shares Held
2.50M
Value
$13.35M
Pinterest, Inc.
PINS
Shares Held
2.30M
Value
$41.44M
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
2.20M
Value
$78.99M
Replimune Group, Inc.
REPL
Shares Held
2.12M
Value
$15.26M
Ginkgo Bioworks Holdings, Inc.
DNA
Shares Held
1.95M
Value
$10.67M
Apple Inc.
AAPL
Shares Held
1.87M
Value
$463.26M
Array Technologies, Inc.
ARRY
Shares Held
1.58M
Value
$10.88M
Cisco Systems, Inc.
CSCO
Shares Held
1.56M
Value
$121.06M
Sunrun Inc.
RUN
Shares Held
1.46M
Value
$17.76M
Netflix, Inc.
NFLX
Shares Held
1.44M
Value
$135.71M
AT&T Inc.
T
Shares Held
1.37M
Value
$39.53M
Alphabet Inc.
GOOGL
Shares Held
1.32M
Value
$364.95M
Voyager Therapeutics, Inc.
VYGR
Shares Held
1.10M
Value
$4.24M
Microsoft Corporation
MSFT
Shares Held
1.09M
Value
$392.26M
The TJX Companies, Inc.
TJX
Shares Held
1.07M
Value
$167.47M