Sava Infond d.o.o. 13F 持仓 · 2026年Q2
Sava Infond d.o.o. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 242 只证券，申报市值合计 14.10 亿美元。前几大持仓：GOOGL（9.06%）、AVGO（6.61%）、ANET（6.12%）。本季前 25 大持仓中：增持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $127.8M | 9.06% | 357,490 | 增持 |
| 2 | AVGO | BROADCOM INC | $93.2M | 6.61% | 246,700 | 增持 |
| 3 | ANET | ARISTA NETWORKS INC | $86.3M | 6.12% | 508,210 | 增持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $83.7M | 5.93% | 175,220 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $62.5M | 4.44% | 312,560 | 增持 |
| 6 | AMAT | APPLIED MATLS INC | $51.0M | 3.62% | 70,530 | 增持 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $48.8M | 3.46% | 84,000 | 增持 |
| 8 | LRCX | LAM RESEARCH CORP | $48.4M | 3.43% | 111,740 | 增持 |
| 9 | PANW | PALO ALTO NETWORKS INC | $43.1M | 3.06% | 126,340 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $41.4M | 2.93% | 110,900 | 增持 |
| 11 | MU | MICRON TECHNOLOGY INC | $31.8M | 2.26% | 27,560 | 增持 |
| 12 | AMZN | AMAZON COM INC | $31.6M | 2.24% | 132,620 | 增持 |
| 13 | ADI | ANALOG DEVICES INC | $30.6M | 2.17% | 76,960 | 增持 |
| 14 | AAPL | APPLE INC | $28.1M | 2.00% | 97,270 | 增持 |
| 15 | SNDK | SANDISK CORP | $28.2M | 2.00% | 12,390 | 增持 |
| 16 | MELI | MERCADOLIBRE INC | $25.6M | 1.81% | 15,060 | 增持 |
| 17 | META | META PLATFORMS INC | $25.0M | 1.77% | 44,300 | 增持 |
| 18 | LLY | ELI LILLY & CO | $22.6M | 1.60% | 18,840 | 增持 |
| 19 | UNH | UNITEDHEALTH GROUP INC | $22.0M | 1.56% | 53,018 | 增持 |
| 20 | WDC | WESTERN DIGITAL CORP | $20.8M | 1.47% | 32,540 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $17.9M | 1.27% | 54,790 | 增持 |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $16.7M | 1.18% | 56,000 | 持平 |
| 23 | NOW | SERVICENOW INC | $15.3M | 1.09% | 154,400 | 增持 |
| 24 | AZN | ASTRAZENECA PLC | $13.2M | 0.93% | 70,580 | 增持 |
| 25 | CRM | SALESFORCE INC | $13.0M | 0.92% | 82,900 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR