Stock Taper 
ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 D.R. Horton, Inc. | DHI | 86.14K | $14.15M |
 T-Mobile US, Inc. | TMUS | 83.67K | $14.56M |
 VICI Properties Inc. | VICI | 83.33K | $2.27M |
 Hecla Mining Company | HL | 83K | $1.28M |
 Intuitive Surgical, Inc. | ISRG | 81.71K | $33.17M |
 CVS Health Corp. | CVS | 81.61K | $8.45M |
 Amphenol Corporation | APH | 79.86K | $13.88M |
 PACCAR Inc | PCAR | 79.07K | $9.46M |
 Vertex Pharmaceuticals Incorporated | VRTX | 76.56K | $38.21M |
 Trex Company, Inc. | TREX | 75.45K | $3.75M |
 Kinross Gold Corporation | KGC | 75.25K | $1.52M |
 HEICO Corporation | HEI | 75K | $26.28M |
 GE Vernova Inc. | GEV | 74.58K | $81.76M |
 Arcutis Biotherapeutics, Inc. | ARQT | 73.1K | $1.96M |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 73K | $5.88M |
 Illumina, Inc. | ILMN | 72.65K | $13.16M |
 Interactive Brokers Group, Inc. | IBKR | 72K | $6.47M |
 Ionis Pharmaceuticals, Inc. | IONS | 71.8K | $5.79M |
 Laureate Education, Inc. | LAUR | 71.62K | $2.6M |
 Synopsys, Inc. | SNPS | 71.61K | $32.03M |