Erste Asset Management GMBH
$12.9B 13F equity value
878 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Erste Asset Management GMBH covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3,446,949 | $674M | 5.2% |
| AAPL | APPLE INC | 1,976,818 | $559M | 4.3% |
| MSFT | MICROSOFT CORP | 1,386,489 | $512M | 4.0% |
| GOOGL | ALPHABET INC | 1,371,848 | $478M | 3.7% |
| AVGO | BROADCOM INC | 1,014,935 | $378M | 2.9% |
| LRCX | LAM RESEARCH CORP | 641,871 | $266M | 2.1% |
| AMZN | AMAZON COM INC | 1,003,633 | $238M | 1.8% |
| V | VISA INC | 649,134 | $220M | 1.7% |
| KLAC | KLA CORP | 731,834 | $210M | 1.6% |
| MU | MICRON TECHNOLOGY INC | 179,762 | $206M | 1.6% |
Track Erste Asset Management GMBH's 13F portfolio: $12.9B in reported holdings, 878 positions. Top holdings and quarterly changes on SentiSense.
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