ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SABR | 11.87M | $16.16M |
 | SHLS | 3.76M | $33.59M |
 | RUN | 3.41M | $67.58M |
 | NVDA | 3.04M | $572.44M |
 | AGIO | 2.80M | $76.34M |
 | SRPT | 2.73M | $58.73M |
 | ARRY | 2.59M | $25.84M |
 | BLMN | 2.50M | $15.43M |
 | PINS | 2.30M | $59.55M |
 | HASI | 2.25M | $73.02M |
 | REPL | 2.12M | $20.62M |
 | DNA | 2.00M | $16.62M |
 | LKQ | 1.91M | $57.76M |
 | AAPL | 1.77M | $483.39M |
 | NFLX | 1.54M | $144.91M |
 | ABT | 1.51M | $188.90M |
 | CSCO | 1.44M | $111.94M |
 | GOOGL | 1.41M | $444.20M |
 | VYGR | 1.20M | $4.72M |
 | SKYT | 1.17M | $21.57M |
Sabre Corporation
SABR
Shares Held
11.87M
Value
$16.16M
Shoals Technologies Group, Inc.
SHLS
Shares Held
3.76M
Value
$33.59M
Sunrun Inc.
RUN
Shares Held
3.41M
Value
$67.58M
NVIDIA Corporation
NVDA
Shares Held
3.04M
Value
$572.44M
Agios Pharmaceuticals, Inc.
AGIO
Shares Held
2.80M
Value
$76.34M
Sarepta Therapeutics, Inc.
SRPT
Shares Held
2.73M
Value
$58.73M
Array Technologies, Inc.
ARRY
Shares Held
2.59M
Value
$25.84M
Bloomin' Brands, Inc.
BLMN
Shares Held
2.50M
Value
$15.43M
Pinterest, Inc.
PINS
Shares Held
2.30M
Value
$59.55M
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
2.25M
Value
$73.02M
Replimune Group, Inc.
REPL
Shares Held
2.12M
Value
$20.62M
Ginkgo Bioworks Holdings, Inc.
DNA
Shares Held
2.00M
Value
$16.62M
LKQ Corporation
LKQ
Shares Held
1.91M
Value
$57.76M
Apple Inc.
AAPL
Shares Held
1.77M
Value
$483.39M
Netflix, Inc.
NFLX
Shares Held
1.54M
Value
$144.91M
Abbott Laboratories
ABT
Shares Held
1.51M
Value
$188.90M
Cisco Systems, Inc.
CSCO
Shares Held
1.44M
Value
$111.94M
Alphabet Inc.
GOOGL
Shares Held
1.41M
Value
$444.20M
Voyager Therapeutics, Inc.
VYGR
Shares Held
1.20M
Value
$4.72M
SkyWater Technology, Inc.
SKYT
Shares Held
1.17M
Value
$21.57M