
ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FLS | 1.10M | $58.94M |
![]() | FLNC | 1.10M | $12.54M |
![]() | CSCO | 1.10M | $74.21M |
![]() | AZN | 983K | $72.84M |
![]() | TPR | 973K | $108.50M |
![]() | MSFT | 943K | $484.97M |
![]() | LRCX | 933K | $122.19M |
![]() | AMZN | 833K | $184.78M |
![]() | ETNB | 833K | $12.25M |
![]() | DAR | 786K | $24.41M |
![]() | CTRA | 780K | $18.44M |
![]() | NXT | 740K | $56.36M |
![]() | MGTX | 710K | $5.86M |
![]() | GH | 705K | $43.72M |
![]() | AVGO | 684K | $224.56M |
![]() | SIMO | 664K | $62.28M |
![]() | DG | 650K | $66.91M |
![]() | PGR | 632K | $154.54M |
![]() | EVGO | 625K | $2.96M |
![]() | BAC | 615K | $31.83M |

Flowserve Corporation
FLS
Shares Held
1.10M
Value
$58.94M

Fluence Energy, Inc.
FLNC
Shares Held
1.10M
Value
$12.54M

Cisco Systems, Inc.
CSCO
Shares Held
1.10M
Value
$74.21M

AstraZeneca PLC
AZN
Shares Held
983K
Value
$72.84M

Tapestry, Inc.
TPR
Shares Held
973K
Value
$108.50M

Microsoft Corporation
MSFT
Shares Held
943K
Value
$484.97M

Lam Research Corporation
LRCX
Shares Held
933K
Value
$122.19M

Amazon.com, Inc.
AMZN
Shares Held
833K
Value
$184.78M

89bio, Inc.
ETNB
Shares Held
833K
Value
$12.25M

Darling Ingredients Inc.
DAR
Shares Held
786K
Value
$24.41M

Coterra Energy Inc.
CTRA
Shares Held
780K
Value
$18.44M

Nextpower Inc.
NXT
Shares Held
740K
Value
$56.36M

MeiraGTx Holdings plc
MGTX
Shares Held
710K
Value
$5.86M

Guardant Health, Inc.
GH
Shares Held
705K
Value
$43.72M

Broadcom Inc.
AVGO
Shares Held
684K
Value
$224.56M

Silicon Motion Technology Corporation
SIMO
Shares Held
664K
Value
$62.28M

Dollar General Corporation
DG
Shares Held
650K
Value
$66.91M

The Progressive Corporation
PGR
Shares Held
632K
Value
$154.54M

EVgo, Inc.
EVGO
Shares Held
625K
Value
$2.96M

Bank of America Corporation
BAC
Shares Held
615K
Value
$31.83M
