ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RY | 112K | $16.53M |
 | NET | 112K | $24.45M |
 | ISRG | 111K | $48.77M |
 | YUMC | 107K | $4.64M |
 | INTU | 106K | $73.78M |
 | VLO | 104K | $17.93M |
 | CRWD | 103K | $50.27M |
 | WM | 101K | $22.04M |
 | STNE | 100K | $1.95M |
 | INFY | 100K | $1.63M |
 | ENPH | 99K | $3.69M |
 | PLD | 99K | $11.33M |
 | QCOM | 99K | $16.37M |
 | EMR | 97K | $12.66M |
 | PWR | 96K | $39.21M |
 | CFG | 94K | $5.03M |
 | BHVN | 93K | $1.37M |
 | AMGN | 92K | $25.27M |
 | DHI | 86K | $14.63M |
 | CP | 85K | $6.25M |
Royal Bank of Canada
RY
Shares Held
112K
Value
$16.53M
Cloudflare, Inc.
NET
Shares Held
112K
Value
$24.45M
Intuitive Surgical, Inc.
ISRG
Shares Held
111K
Value
$48.77M
Yum China Holdings, Inc.
YUMC
Shares Held
107K
Value
$4.64M
Intuit Inc.
INTU
Shares Held
106K
Value
$73.78M
Valero Energy Corporation
VLO
Shares Held
104K
Value
$17.93M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
103K
Value
$50.27M
Waste Management, Inc.
WM
Shares Held
101K
Value
$22.04M
StoneCo Ltd.
STNE
Shares Held
100K
Value
$1.95M
Infosys Limited
INFY
Shares Held
100K
Value
$1.63M
Enphase Energy, Inc.
ENPH
Shares Held
99K
Value
$3.69M
Prologis, Inc.
PLD
Shares Held
99K
Value
$11.33M
QUALCOMM Incorporated
QCOM
Shares Held
99K
Value
$16.37M
Emerson Electric Co.
EMR
Shares Held
97K
Value
$12.66M
Quanta Services, Inc.
PWR
Shares Held
96K
Value
$39.21M
Citizens Financial Group, Inc.
CFG
Shares Held
94K
Value
$5.03M
Biohaven Ltd.
BHVN
Shares Held
93K
Value
$1.37M
Amgen Inc.
AMGN
Shares Held
92K
Value
$25.27M
D.R. Horton, Inc.
DHI
Shares Held
86K
Value
$14.63M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
85K
Value
$6.25M