Erste Asset Management GmbH

Position in CSCO — Cisco Systems, Inc.

CIK 2024532 VIENNA, C4

Back to CSCO Full portfolio

Position in CSCO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$143,678,363

+$22,523,286 QoQ

Shares Held

1,223,211

-21.7% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#207

of 4,022 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in CSCO Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Erste Asset Management GmbH holds $170,220,148 across 7 Communication Equipment names. CSCO ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	1,223,211	$143,678,363
2	LITE	Lumentum Holdings Inc.	15,560	$13,351,413
3	CIEN	Ciena Corp	8,261	$4,052,516
4	ZBRA	Zebra Technologies Corp	12,894	$3,394,474
5	VSAT	Viasat Inc	31,013	$2,785,277
6	MSI	Motorola Solutions, Inc.	4,120	$1,710,994
7	HPE	Hewlett Packard Enterprise Co	27,646	$1,247,111

All Filings in CSCO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,678,363	1,223,211	-21.7%	Shares	Sole	2026-07-28
2026-03-31	$121,155,077	1,561,478	+8.3%	Shares	Defined	2026-05-11
2025-12-31	$111,084,422	1,442,093	+31.7%	Shares	Defined	2026-02-11
2025-09-30	$74,930,299	1,095,152	-12.4%	Shares	Sole	2025-11-12
2025-06-30	$86,757,331	1,250,466	+16.3%	Shares	Sole	2025-08-14
2025-03-31	$66,330,227	1,074,870	+25.1%	Shares	Sole	2025-05-14
2024-12-31	$38,324,619	859,518	+39.6%	Shares	Sole	2025-02-10
2024-09-30	$32,766,596	615,682	+33.5%	Shares	Sole	2024-11-14
2024-06-30	$21,905,863	461,079	+1.2%	Shares	Sole	2024-11-26
2024-03-31	$22,730,661	455,433	-40.9%	Shares	Sole	2024-11-26
2023-12-31	$38,943,038	770,844	+12.8%	Shares	Sole	2024-11-26
2023-09-30	$36,724,961	683,128	-2.9%	Shares	Sole	2024-11-26
2023-06-30	$36,392,881	703,380	+8.6%	Shares	Sole	2024-11-26
2023-03-31	$33,851,090	647,496	+13.1%	Shares	Sole	2024-11-26
2022-12-31	$27,262,514	572,261	-2.8%	Shares	Sole	2024-11-26
2022-09-30	$23,549,880	588,747	+14.0%	Shares	Sole	2024-11-26
2022-06-30	$22,015,074	516,301	-33.3%	Shares	Sole	2024-11-26
2022-03-31	$43,136,939	773,618	-8.5%	Shares	Sole	2024-11-25
2021-12-31	$53,564,949	845,273	+23.6%	Shares	Sole	2024-11-25
2021-09-30	$37,225,602	683,917	+3.8%	Shares	Sole	2024-11-25
2021-06-30	$34,918,467	658,839	+12.8%	Shares	Sole	2024-11-25
2021-03-31	$30,197,967	583,987	+44.5%	Shares	Sole	2024-11-25
2020-12-31	$18,090,277	404,252	-16.7%	Shares	Sole	2024-11-25
2020-09-30	$19,115,061	485,277	-11.6%	Shares	Sole	2024-11-25
2020-06-30	$25,613,475	549,174	+89.7%	Shares	Sole	2024-11-22
2020-03-31	$11,379,891	289,491	—	Shares	Sole	2024-11-22
No filing history on record for this holder in this stock.