Position in STNE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,412,000
-$67,000 QoQ
Shares Held
100,000
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STNE Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Erste Asset Management GmbH holds $663,978,291 across 26 Software - Infrastructure names. STNE ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,087,500 | $402,559,874 | |
| 2 | ORCL |
Oracle Corp
|
410,856 | $60,441,025 | |
| 3 | SNPS |
Synopsys Inc
|
104,104 | $41,275,153 | |
| 4 | PANW |
Palo Alto Networks Inc
|
254,597 | $40,816,990 | |
| 5 | XYZ |
Block, Inc.
|
450,000 | $27,081,000 | |
| 6 | SABR |
Sabre Corp
|
11,869,429 | $17,210,672 | |
| 7 | NET |
Cloudflare, Inc.
|
79,070 | $16,315,303 | |
| 8 | MDB |
MongoDB, Inc.
|
52,000 | $12,728,040 |
All Filings in STNE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,412,000 | 100,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,479,000 | 100,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,891,000 | 100,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,604,000 | 100,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||