Erste Asset Management GmbH
Top Portfolio Positions
815 positions ·
$10,719,224,553 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,144,301 | $548,366,094 | 5.12% | |
| AAPL |
Apple Inc.
Technology
|
1,872,227 | $475,152,489 | 4.43% | |
| MSFT |
Microsoft Corp
Technology
|
1,087,500 | $402,559,874 | 3.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,317,015 | $378,720,832 | 3.53% | |
| IAU |
Ishares Gold Trust
|
2,655,650 | $234,122,104 | 2.18% | |
| AVGO |
Broadcom Inc.
Technology
|
657,035 | $203,358,902 | 1.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
340,753 | $194,955,013 | 1.82% | |
| LRCX |
Lam Research Corp
Technology
|
870,675 | $186,028,420 | 1.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
855,216 | $178,115,835 | 1.66% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
1,067,215 | $170,434,235 | 1.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SEDG
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,739,882 | 680,507 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,450,330 | 500,878 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,421,153 | 497,869 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,356,685 | 213,563 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $132,368 | 9,733 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,380,506 | 191,205 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,062,280 | 200,407 | Shares | Sole | 2024-11-26 | |
| 2024-03-31 | $22,839,234 | 321,770 | Shares | Sole | 2024-11-26 | |
| 2023-12-31 | $18,169,632 | 194,120 | Shares | Sole | 2024-11-26 | |
| 2023-09-30 | $26,883,426 | 207,578 | Shares | Sole | 2024-11-26 | |
| 2023-06-30 | $46,200,458 | 171,717 | Shares | Sole | 2024-11-26 | |
| 2023-03-31 | $55,192,456 | 181,584 | Shares | Sole | 2024-11-26 | |
| 2022-12-31 | $50,359,457 | 177,779 | Shares | Sole | 2024-11-26 | |
| 2022-09-30 | $39,946,987 | 172,587 | Shares | Sole | 2024-11-26 | |
| 2022-06-30 | $45,455,511 | 166,090 | Shares | Sole | 2024-11-26 | |
| 2022-03-31 | $46,644,037 | 144,691 | Shares | Sole | 2024-11-25 | |
| 2021-12-31 | $31,197,981 | 111,195 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $32,782,518 | 123,605 | Shares | Sole | 2024-11-25 | |
| 2021-06-30 | $32,774,718 | 118,590 | Shares | Sole | 2024-11-25 | |
| 2021-03-31 | $18,105,845 | 62,990 | Shares | Sole | 2024-11-25 | |
| 2020-12-31 | $16,945,272 | 53,100 | Shares | Sole | 2024-11-25 | |
| 2020-09-30 | $11,645,781 | 48,860 | Shares | Sole | 2024-11-25 | |
| 2020-06-30 | $10,394,622 | 74,900 | Shares | Sole | 2024-11-22 | |
| 2020-03-31 | $5,657,908 | 69,100 | Shares | Sole | 2024-11-22 | |
| No 13F history on record for this holder in this stock. | ||||||