Erste Asset Management GmbH: 13F holdings
CIK 20245322026Q2
| Positions | 871 |
|---|
| Reported value | $12.9bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 871 (-19 vs prior quarter) |
|---|
| Reported value | $12.9bn (+19.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 3,446,949 | $673.5m | 5.2% |
| AAPL APPLE INC | 1,976,818 | $558.6m | 4.3% |
| MSFT MICROSOFT CORP | 1,386,489 | $512.1m | 4.0% |
| GOOGL ALPHABET INC | 1,371,848 | $478.0m | 3.7% |
| AVGO BROADCOM INC | 1,014,935 | $377.9m | 2.9% |
| LRCX LAM RESEARCH CORP | 641,871 | $266.2m | 2.1% |
| AMZN AMAZON COM INC | 1,003,633 | $237.6m | 1.8% |
| V VISA INC | 649,134 | $219.6m | 1.7% |
| KLAC KLA CORP | 731,834 | $209.9m | 1.6% |
| MU MICRON TECHNOLOGY INC | 179,762 | $206.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2024532")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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