Stock Taper 
ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shoals Technologies Group, Inc. | SHLS | 935.61K | $8.69M |
 Intel Corp. | INTC | 965.25K | $91.21M |
 Amazon.com, Inc. | AMZN | 1M | $237.59M |
 Broadcom Inc. | AVGO | 1.01M | $377.9M |
 The TJX Companies, Inc. | TJX | 1.05M | $159.18M |
 The Coca-Cola Company | KO | 1.05M | $86.83M |
 Cisco Systems, Inc. | CSCO | 1.22M | $132.91M |
 Alphabet Inc. | GOOGL | 1.37M | $477.98M |
 Microsoft Corporation | MSFT | 1.39M | $512.06M |
 Devon Energy Corporation | DVN | 1.4M | $58.68M |
 LKQ Corporation | LKQ | 1.57M | $41M |
 Pinterest, Inc. | PINS | 1.6M | $35.03M |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 1.61M | $63M |
 CoStar Group, Inc. | CSGP | 1.7M | $49.84M |
 Netflix, Inc. | NFLX | 1.87M | $136.92M |
 Apple Inc. | AAPL | 1.98M | $558.59M |
 Replimune Group, Inc. | REPL | 2.12M | $23.74M |
 Agios Pharmaceuticals, Inc. | AGIO | 2.15M | $81.97M |
 Bloomin' Brands, Inc. | BLMN | 2.5M | $22.9M |
 Ginkgo Bioworks Holdings, Inc. | DNA | 2.54M | $25.9M |