ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMO | 61K | $28.10M |
 | AXP | 61K | $20.68M |
 | CL | 60K | $4.83M |
 | APD | 60K | $16.20M |
 | PCAR | 59K | $5.93M |
 | S | 59K | $1.07M |
 | HEI | 59K | $18.75M |
 | SNPS | 59K | $28.18M |
 | TEAM | 58K | $9.59M |
 | KMB | 56K | $6.91M |
 | PAYX | 56K | $7.21M |
 | VICI | 56K | $1.81M |
 | AWK | 56K | $7.59M |
 | DT | 55K | $2.71M |
 | ALL | 53K | $11.18M |
 | IMVT | 53K | $843.15K |
 | EXEL | 53K | $2.13M |
 | RL | 51K | $15.84M |
 | DAWN | 51K | $357.89K |
 | IBP | 51K | $12.73M |
Thermo Fisher Scientific Inc.
TMO
Shares Held
61K
Value
$28.10M
American Express Company
AXP
Shares Held
61K
Value
$20.68M
Colgate-Palmolive Company
CL
Shares Held
60K
Value
$4.83M
Air Products and Chemicals, Inc.
APD
Shares Held
60K
Value
$16.20M
PACCAR Inc
PCAR
Shares Held
59K
Value
$5.93M
SentinelOne, Inc.
S
Shares Held
59K
Value
$1.07M
HEICO Corporation
HEI
Shares Held
59K
Value
$18.75M
Synopsys, Inc.
SNPS
Shares Held
59K
Value
$28.18M
Atlassian Corporation
TEAM
Shares Held
58K
Value
$9.59M
Kimberly-Clark Corporation
KMB
Shares Held
56K
Value
$6.91M
Paychex, Inc.
PAYX
Shares Held
56K
Value
$7.21M
VICI Properties Inc.
VICI
Shares Held
56K
Value
$1.81M
American Water Works Company, Inc.
AWK
Shares Held
56K
Value
$7.59M
Dynatrace, Inc.
DT
Shares Held
55K
Value
$2.71M
The Allstate Corporation
ALL
Shares Held
53K
Value
$11.18M
Immunovant, Inc.
IMVT
Shares Held
53K
Value
$843.15K
Exelixis, Inc.
EXEL
Shares Held
53K
Value
$2.13M
Ralph Lauren Corporation
RL
Shares Held
51K
Value
$15.84M
Day One Biopharmaceuticals, Inc.
DAWN
Shares Held
51K
Value
$357.89K
Installed Building Products, Inc.
IBP
Shares Held
51K
Value
$12.73M