Erste Asset Management GmbH 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
EA
Erste Asset Management GmbH
Institutional Filer 9.35%$10.79B890

Current Portfolio Holdings

Showing all 890 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1NVDANVIDIA CorporationTechnology3.1M$524.3M4.86%
2AAPLApple Inc.Technology1.9M$463.3M4.29%
3MSFTMicrosoft CorporationTechnology1.1M$392.3M3.64%
4GOOGLAlphabet Inc.Technology1.3M$365.0M3.38%
5IAUISHARES GOLD TR2.7M$225.5M2.09%
6AVGOBroadcom Inc.Technology657K$193.2M1.79%
7METAMeta Platforms, Inc.Technology341K$185.6M1.72%
8LRCXLam Research CorporationTechnology871K$179.8M1.67%
9AMZNAmazon.com, Inc.Consumer Cyclical855K$174.2M1.61%
10TJXThe TJX Companies, Inc.Consumer Cyclical1.1M$167.5M1.55%
11VVisa Inc.Financial Services547K$164.3M1.52%
12NFLXNetflix, Inc.Communication Services1.4M$135.7M1.26%
13GOOGAlphabet Inc.Technology496K$135.6M1.26%
14KLACKLA CorporationTechnology93K$132.1M1.22%
15JNJJohnson & JohnsonHealthcare509K$123.5M1.14%
Showing 1 to 15 of 890 holdings
Erste Asset Management GmbH 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner