Stock Taper 
ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 StoneCo Ltd. | STNE | 100K | $1.09M |
 Infosys Limited | INFY | 100K | $1.07M |
 Nu Holdings Ltd. | NU | 100K | $1.31M |
 Mastercard Incorporated | MA | 100.22K | $50.93M |
 Stanley Black & Decker, Inc. | SWK | 104.16K | $9.75M |
 Brookdale Senior Living Inc. | BKD | 104.73K | $1.66M |
 Erie Indemnity Company | ERIE | 105K | $24.94M |
 Old Dominion Freight Line, Inc. | ODFL | 105.24K | $23.12M |
 Qnity Electronics, Inc. | Q | 105.64K | $16.72M |
 Toast, Inc. | TOST | 106K | $2.98M |
 Ross Stores, Inc. | ROST | 108.12K | $22.58M |
 Cytokinetics, Incorporated | CYTK | 109.18K | $9.53M |
 Abivax S.A. | ABVX | 110K | $10.58M |
 Ocular Therapeutix, Inc. | OCUL | 110K | $1.09M |
 Madrigal Pharmaceuticals, Inc. | MDGL | 110.21K | $58.11M |
 Valero Energy Corporation | VLO | 111.21K | $29.62M |
 Take-Two Interactive Software, Inc. | TTWO | 112.08K | $27.7M |
 Walmart Inc. | WMT | 116.79K | $13.75M |
 Warner Bros. Discovery, Inc. | WBD | 117.59K | $3.19M |
 Agilent Technologies, Inc. | A | 119.27K | $13.66M |