Stock Taper 
ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 649.13K | $219.6M |
 Lam Research Corporation | LRCX | 641.87K | $266.2M |
 Nextpower Inc. | NXT | 626.88K | $69.24M |
 JPMorgan Chase & Co. | JPM | 625.64K | $205.52M |
 Guardant Health, Inc. | GH | 577.31K | $88.76M |
 HP Inc. | HPQ | 574.2K | $13M |
 Merck & Co., Inc. | MRK | 571.08K | $73.92M |
 Alphabet Inc. | GOOG | 570.15K | $200.27M |
 Roblox Corporation | RBLX | 567.39K | $30.83M |
 Autodesk, Inc. | ADSK | 565.62K | $110.35M |
 SentinelOne, Inc. | S | 552.22K | $9.24M |
 Ormat Technologies, Inc. | ORA | 551.74K | $60.94M |
 SolarEdge Technologies, Inc. | SEDG | 539.49K | $29.87M |
 Johnson & Johnson | JNJ | 519.95K | $133.35M |
 Ambev S.A. | ABEV | 500K | $1.59M |
 Oracle Corporation | ORCL | 471.45K | $70.38M |
 Arista Networks, Inc. | ANET | 470.69K | $76.92M |
 Sempra | SRE | 468.15K | $43.94M |
 Corteva, Inc. | CTVA | 467.37K | $38.96M |
 Bank of America Corporation | BAC | 466.2K | $23.15M |