Sava Infond d.o.o.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Sava Infond d.o.o. reported 212 stock positions worth $705.3 million. Its top holding was Nvidia (NVDA) at 8.5% of the portfolio, followed by Broadcom (AVGO, 5.6%) and Arista Networks (ANET, 5.5%). Compared with Q2 2025, it sold out of 4, added to 57 and reduced 51. The biggest buy was Unitedhealth (UNH, shares +160%) and the biggest sale Meta Platforms Class A (META, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MARIBOR, 2A
- CIK
- 0002055882
- Portfolio Value
- $705.3M (Q3 2025)
- SEC Filing
- 0002055882-25-000005 ↗ filed Nov 10, 2025
Holdings Value
Holdings 212 stocks · $705.3M
| NVDA Nvidia Corp. | 8.54% | 322,970 | $60.3M | Reduce -4.5% |
| AVGO Broadcom Inc. | 5.64% | 120,610 | $39.8M | Reduce -10.9% |
| ANET Arista Networks Inc. | 5.46% | 264,305 | $38.5M | Reduce -13.8% |
| MSFT Microsoft Corp. | 4.87% | 66,350 | $34.4M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 4.82% | 139,740 | $34.0M | Reduce -0.8% |
| NOW ServiceNow Inc. | 4.25% | 32,560 | $30.0M | Add +16.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.98% | 100,485 | $28.1M | Add +0.1% |
| META Meta Platforms Inc. Class A | 3.97% | 38,090 | $28.0M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 3.78% | 121,520 | $26.7M | Add +0.3% |
| AAPL Apple Inc. | 3.10% | 85,780 | $21.8M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 2.32% | 80,430 | $16.4M | Add +8.1% |
| CRM Salesforce Inc. | 2.28% | 67,985 | $16.1M | Add +0.8% |
| MRVL Marvell Technology Inc. | 2.05% | 172,000 | $14.5M | Add +19.4% |
| AMAT Applied Materials Inc. | 1.75% | 60,205 | $12.3M | Add +3.5% |
| MELI MercadoLibre Inc. | 1.68% | 5,085 | $11.9M | Add +10.4% |
| LRCX Lam Research Corp. | 1.51% | 79,650 | $10.7M | Add +5.8% |
| JPM JPMorgan Chase & Co. | 1.35% | 30,175 | $9.5M | Reduce -1.8% |
| BLK BlackRock Inc. | 1.34% | 8,097 | $9.4M | Add +2.5% |
| ADI Analog Devices Inc. | 1.20% | 34,500 | $8.5M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 1.02% | 9,460 | $7.2M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.91% | 21,410 | $6.4M | Reduce -7.4% |
| BKNG Booking Holdings Inc. | 0.83% | 1,090 | $5.9M | Reduce -3.5% |
| ACWI iShares MSCI Acwi ETF | 0.82% | 41,850 | $5.8M | Add +25.1% |
| GWRE Guidewire Software Inc. | 0.76% | 23,300 | $5.4M | No change |
| MA Mastercard Inc. Class A | 0.74% | 9,195 | $5.2M | No change |
| BSX Boston Scientific Corp. | 0.73% | 52,920 | $5.2M | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 0.71% | 14,570 | $5.0M | Add +160.2% |
| UBER Uber Technologies Inc. | 0.71% | 50,790 | $5.0M | Add +23.0% |
| WDAY Workday Inc. Class A | 0.70% | 20,450 | $4.9M | Add +1.7% |
| ELV Elevance Health Inc. | 0.64% | 14,005 | $4.5M | Add +8.6% |
| ABT Abbott Laboratories | 0.64% | 33,500 | $4.5M | Reduce -2.0% |
| EWJ iShares MSCI Japan ETF | 0.63% | 55,330 | $4.4M | Add +25.6% |
| ALB Albemarle Corp. | 0.63% | 54,410 | $4.4M | Add +36.3% |
| SPGI S&P Global Inc. | 0.62% | 8,998 | $4.4M | Add +1.7% |
| CCJ Cameco Corp. | 0.61% | 51,730 | $4.3M | Reduce -9.0% |
| XOM Exxon Mobil Corp. | 0.60% | 37,440 | $4.2M | No change |
| ISRG Intuitive Surgical Inc. | 0.57% | 8,970 | $4.0M | No change |
| MRK Merck & Co. Inc. | 0.48% | 40,570 | $3.4M | No change |
| ACN Accenture PLC Class A | 0.47% | 13,470 | $3.3M | Reduce -6.9% |
| ADBE Adobe Inc. | 0.47% | 9,395 | $3.3M | No change |
| NEM Newmont Corp. | 0.45% | 37,870 | $3.2M | Add +846.8% |
| CVX Chevron Corp. | 0.45% | 20,550 | $3.2M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.44% | 16,820 | $3.1M | Add +17.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.43% | 190,700 | $3.1M | Add +217.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 6,040 | $3.0M | No change |
| IQV Iqvia Holdings Inc. | 0.43% | 15,910 | $3.0M | Add +11.3% |
| VTR Ventas Inc. | 0.42% | 42,435 | $3.0M | Add +7.6% |
| EEM iShares MSCI Emerging Market | 0.41% | 54,250 | $2.9M | Add +0.5% |
| RTX RTX Corp. | 0.41% | 17,300 | $2.9M | Add +16.9% |
| EWT iShares MSCI Taiwan ETF | 0.41% | 44,900 | $2.9M | Add +25.1% |
| COST Costco Wholesale Corp. | 0.39% | 3,000 | $2.8M | Reduce -6.3% |
| SCCO Southern Copper Corp. | 0.39% | 22,395 | $2.7M | Add +16.6% |
| ABBV Abbvie Inc. | 0.38% | 11,616 | $2.7M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 5,390 | $2.6M | Add +22.8% |
| ADSK Autodesk Inc. | 0.36% | 8,000 | $2.5M | No change |
| MDLZ Mondelez International Inc. Class A | 0.36% | 40,250 | $2.5M | No change |
| LIN Linde PLC | 0.35% | 5,270 | $2.5M | No change |
| QCOM Qualcomm Inc. | 0.35% | 14,900 | $2.5M | No change |
| PEP Pepsico Inc. | 0.35% | 17,600 | $2.5M | Add +12.8% |
| EWC iShares MSCI Canada ETF | 0.34% | 48,000 | $2.4M | No change |
| UNP Union Pacific Corp. | 0.34% | 10,040 | $2.4M | Reduce -1.0% |
| KKR KKR & Co. Inc. | 0.33% | 18,045 | $2.3M | No change |
| NKE Nike Inc. Class B | 0.33% | 33,050 | $2.3M | Add +22.2% |
| PNC PNC Financial Services Group | 0.32% | 11,240 | $2.3M | No change |
| SOFI Sofi Technologies Inc. | 0.32% | 85,050 | $2.2M | Add +507.5% |
| CAT Caterpillar Inc. | 0.30% | 4,440 | $2.1M | Reduce -11.9% |
| NFLX Netflix Inc. | 0.29% | 1,710 | $2.1M | Add +14.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 17,875 | $2.0M | No change |
| NTR Nutrien Ltd. | 0.29% | 34,750 | $2.0M | Reduce -16.8% |
| IBN Icici Bank Ltd.-Spon ADR | 0.26% | 61,700 | $1.9M | Reduce -8.3% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.26% | 42,670 | $1.8M | Add +20.3% |
| PGR Progressive Corp. | 0.26% | 7,356 | $1.8M | Reduce -6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 2,655 | $1.8M | Reduce -4.5% |
| PG The Procter & Gamble Co. | 0.25% | 11,411 | $1.8M | No change |
| AWK American Water Works Co. Inc. | 0.25% | 12,565 | $1.7M | Reduce -6.7% |
| NEE Nextera Energy Inc. | 0.24% | 22,270 | $1.7M | No change |
| LEN Lennar Corp. Class A | 0.23% | 12,650 | $1.6M | Add +99.2% |
| EOG EOG Resources Inc. | 0.22% | 14,110 | $1.6M | No change |
| MCD McDonald's Corp. | 0.22% | 5,190 | $1.6M | No change |
| LOW Lowe's Cos Inc. | 0.21% | 5,830 | $1.5M | Add +20.7% |
| AMT American Tower Corp. | 0.20% | 7,410 | $1.4M | No change |
| ZTS Zoetis Inc. | 0.20% | 9,450 | $1.4M | Reduce -22.2% |
| XLI SS Industrial Select Sector | 0.19% | 8,580 | $1.3M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 22,725 | $1.3M | Add +15.9% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.18% | 31,000 | $1.3M | No change |
| WM Waste Management Inc. | 0.18% | 5,640 | $1.2M | Reduce -16.3% |
| MMYT Makemytrip Ltd. | 0.18% | 13,200 | $1.2M | No change |
| PINS Pinterest Inc. Class A | 0.16% | 36,000 | $1.2M | No change |
| SYK Stryker Corp. | 0.16% | 3,050 | $1.1M | Reduce -26.5% |
| PDD PDD Holdings Inc. | 0.16% | 8,300 | $1.1M | Add +36.1% |
| TSLA Tesla Inc. | 0.16% | 2,465 | $1.1M | Reduce -16.9% |
| CEG Constellation Energy | 0.15% | 3,200 | $1.1M | No change |
| DHR Danaher Corp. | 0.15% | 5,300 | $1.1M | No change |
| TME Tencent Music Entertainm-ADR | 0.15% | 44,940 | $1.0M | Reduce -3.6% |
| GREK Global X MSCI Greece ETF | 0.15% | 16,230 | $1.0M | Add +49.2% |
| GOOG Alphabet Inc. Class C | 0.15% | 4,255 | $1.0M | No change |
| VEEV Veeva Systems Inc. Class A | 0.15% | 3,470 | $1.0M | Reduce -14.7% |
| FSLR First Solar Inc. | 0.14% | 4,500 | $992K | No change |
| MDT Medtronic PLC | 0.14% | 10,200 | $971K | Reduce -18.4% |
| COP Conocophillips | 0.13% | 9,945 | $941K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -1.4% | 3.97% | −0.49 |
| B Barrick Mining Corp. | Reduce -90.3% | 0.04% | −0.23 |
| ACN Accenture PLC Class A | Reduce -6.9% | 0.47% | −0.20 |
| AVGO Broadcom Inc. | Reduce -10.9% | 5.64% | −0.19 |
| BKNG Booking Holdings Inc. | Reduce -3.5% | 0.83% | −0.19 |
| BSX Boston Scientific Corp. | Reduce -1.8% | 0.73% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 1.02% | −0.14 |
| ADI Analog Devices Inc. | Reduce -1.7% | 1.20% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -6.3% | 0.39% | −0.10 |
| ZTS Zoetis Inc. | Reduce -22.2% | 0.20% | −0.10 |
| SYK Stryker Corp. | Reduce -26.5% | 0.16% | −0.10 |
| ABT Abbott Laboratories | Reduce -2.0% | 0.64% | −0.09 |
| NTR Nutrien Ltd. | Reduce -16.8% | 0.29% | −0.09 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -8.3% | 0.26% | −0.09 |
| PGR Progressive Corp. | Reduce -6.7% | 0.26% | −0.07 |
| WM Waste Management Inc. | Reduce -16.3% | 0.18% | −0.06 |
| BBD Banco Bradesco-ADR | Sold out | 0.00% | −0.05 |
| KNSL Kinsale Capital Group Inc. | Reduce -26.1% | 0.07% | −0.05 |
| AWK American Water Works Co. Inc. | Reduce -6.7% | 0.25% | −0.04 |
| CCJ Cameco Corp. | Reduce -9.0% | 0.61% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 1.35% | −0.04 |
| PSCH Invesco S&P Smallcap Health | Sold out | 0.00% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -14.7% | 0.15% | −0.04 |
| MSCI MSCI Inc. | Reduce -33.3% | 0.05% | −0.03 |
| MDT Medtronic PLC | Reduce -18.4% | 0.14% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -50.0% | 0.02% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.34% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -31.7% | 0.05% | −0.03 |
| IXJ iShares Global Healthcare Et | Reduce -10.8% | 0.10% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -23.0% | 0.04% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 0.25% | −0.02 |
| ITUB Itau Unibanco H-Spon PRF ADR | Reduce -9.5% | 0.13% | −0.02 |
| GE General Electric | Reduce -7.4% | 0.91% | −0.02 |
| BIIB Biogen Inc. | Reduce -50.0% | 0.02% | −0.02 |
| CVX Chevron Corp. | Reduce -1.4% | 0.45% | −0.01 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -10.8% | 0.02% | −0.01 |
| TMDX Transmedics Group Inc. | Reduce -5.0% | 0.03% | −0.01 |
| GM General Motors Co. | Reduce -48.9% | 0.01% | −0.01 |
| EXAS Exact Sciences Corp. | Reduce -14.6% | 0.04% | −0.01 |
| KLAC KLA Corp. | Reduce -15.0% | 0.13% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -27.3% | 0.02% | −0.01 |
| HIMS Hims & Hers Health Inc. | Reduce -20.0% | 0.04% | −0.01 |
| ENVX Enovix Corp. | Reduce -27.3% | 0.01% | −0.01 |
| CAT Caterpillar Inc. | Reduce -11.9% | 0.30% | −0.01 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -24.8% | 0.11% | −0.01 |
| REET iShares Global REIT ETF | Sold out | 0.00% | −0.00 |
| TME Tencent Music Entertainm-ADR | Reduce -3.6% | 0.15% | +0.01 |
| TSLA Tesla Inc. | Reduce -16.9% | 0.16% | +0.01 |
| IREN Iren Ltd. | Reduce -42.4% | 0.06% | +0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Add +160.2% | 0.71% | +0.44 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 3.98% | +0.43 |
| NEM Newmont Corp. | Add +846.8% | 0.45% | +0.42 |
| LRCX Lam Research Corp. | Add +5.8% | 1.51% | +0.37 |
| MRVL Marvell Technology Inc. | Add +19.4% | 2.05% | +0.31 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +217.8% | 0.43% | +0.30 |
| SOFI Sofi Technologies Inc. | Add +507.5% | 0.32% | +0.28 |
| ALB Albemarle Corp. | Add +36.3% | 0.63% | +0.23 |
| ACWI iShares MSCI Acwi ETF | Add +25.1% | 0.82% | +0.15 |
| LEN Lennar Corp. Class A | Add +99.2% | 0.23% | +0.12 |
| EWJ iShares MSCI Japan ETF | Add +25.6% | 0.63% | +0.11 |
| UBER Uber Technologies Inc. | Add +23.0% | 0.71% | +0.10 |
| JNJ Johnson & Johnson | Add +17.5% | 0.44% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +22.8% | 0.37% | +0.09 |
| AMAT Applied Materials Inc. | Add +3.5% | 1.75% | +0.08 |
| EWT iShares MSCI Taiwan ETF | Add +25.1% | 0.41% | +0.08 |
| SCCO Southern Copper Corp. | Add +16.6% | 0.39% | +0.08 |
| IQV Iqvia Holdings Inc. | Add +11.3% | 0.43% | +0.08 |
| RTX RTX Corp. | Add +16.9% | 0.41% | +0.07 |
| SQM Quimica Y Minera Chil-SP ADR | Add +20.3% | 0.26% | +0.06 |
| PDD PDD Holdings Inc. | Add +36.1% | 0.16% | +0.06 |
| GREK Global X MSCI Greece ETF | Add +49.2% | 0.15% | +0.05 |
| BLK BlackRock Inc. | Add +2.5% | 1.34% | +0.04 |
| LOW Lowe's Cos Inc. | Add +20.7% | 0.21% | +0.04 |
| EQIX Equinix Inc. | Add +59.0% | 0.12% | +0.04 |
| VTR Ventas Inc. | Add +7.6% | 0.42% | +0.03 |
| APP AppLovin Corp. Class A | Add +100.0% | 0.04% | +0.03 |
| PEP Pepsico Inc. | Add +12.8% | 0.35% | +0.03 |
| NKE Nike Inc. Class B | Add +22.2% | 0.33% | +0.03 |
| MARA Mara Holdings Inc. | Add +73.9% | 0.05% | +0.02 |
| FXI iShares China Large-Cap ETF | Add +15.7% | 0.12% | +0.02 |
| NIO Nio Inc. - ADR | Add +25.0% | 0.03% | +0.02 |
| TTD Trade Desk Inc./the Class A | Add +176.5% | 0.03% | +0.01 |
| URA Global X Uranium ETF | Add +21.3% | 0.05% | +0.01 |
| NXE Nexgen Energy Ltd. | Add +43.8% | 0.03% | +0.01 |
| POWL Powell Industries Inc. | Add +66.7% | 0.02% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +20.3% | 0.07% | +0.01 |
| TMUS T-Mobile US Inc. | Add +25.6% | 0.05% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.5% | 0.41% | +0.00 |
| PGJ Invesco Golden Dragon China | Add +33.3% | 0.01% | +0.00 |
| SPOT Spotify Technology SA | Add +27.1% | 0.06% | +0.00 |
| IXG iShares Global Financials Et | Add +43.8% | 0.01% | +0.00 |
| CI The Cigna Group | Add +32.5% | 0.04% | +0.00 |
| MSTR Strategy Inc. | Add +26.9% | 0.04% | −0.00 |
| DXCM Dexcom Inc. | Add +22.1% | 0.07% | −0.01 |
| NFLX Netflix Inc. | Add +14.4% | 0.29% | −0.02 |
| TW Tradeweb Markets Inc. Class A | Add +9.3% | 0.09% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +15.9% | 0.18% | −0.03 |
| WDAY Workday Inc. Class A | Add +1.7% | 0.70% | −0.06 |
| PANW Palo Alto Networks Inc. | Add +8.1% | 2.32% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 242 | $1.4B | GOOGL, AVGO, ANET, TSM, NVDA |
| Q1 2026 | 230 | $704.7M | NVDA, GOOGL, AVGO, ANET, TSM |
| Q4 2025 | 222 | $740.6M | NVDA, GOOGL, AVGO, ANET, MSFT |
| Q3 2025 | 212 | $705.3M | NVDA, AVGO, ANET, MSFT, GOOGL |
| Q2 2025 | 216 | $639.9M | NVDA, AVGO, MSFT, ANET, NOW |
| Q1 2025 | 215 | $524.2M | NVDA, MSFT, AVGO, AMZN, AAPL |
| Q4 2024 | 211 | $566.2M | NVDA, MSFT, AVGO, AAPL, NOW |