Erste Asset Management GmbH

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Erste Asset Management GmbH maintained a portfolio of 666 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 9.1%. Conversely, Erste Asset Management GmbH completely exited their position in ELECTRONIC ARTS INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
666
Quarter
2025 Q4
Top Holding
NVDA (4.8%)
Top 10 Concentration
28.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 666
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 4.81% 4.90% #1
Prev: #1
5.9 253,947 9.1%
P
S
3,041,920 $572,437,580 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 4.39% 4.69% #2
Prev: #2
5.3 130,773 13.9%
P
S
1,073,443 $522,572,282 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.06% 3.86% #3
Prev: #3
4.6 198,203 12.6%
P
S
1,766,788 $483,385,235 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 3.73% 3.08% #4
Prev: #4
4.0 109,579 8.4%
P
S
1,414,905 $444,197,857 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.16% 1.79% #5 1
Prev: #6
3.9 273,143 32.8%
P
S
1,106,235 $256,564,036 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 2.03% 2.17% #6 1
Prev: #5
1.3 6,145 0.9%
P
S
690,569 $241,307,293 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.85% 1.75% #7
Prev: #7
3.2 88,963 36.4%
P
S
333,305 $220,126,725 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 1.76% 1.33% #8 4
Prev: #12
3.2 680,000 35.7%
P
S
2,585,650 $209,877,211 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 1.70% 1.18% #9 5
Prev: #14
3.2 231,960 24.9%
P
S
1,164,882 $201,950,503 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 1.68% 1.46% #10
Prev: #10
3.2 123,313 27.8%
P
S
567,139 $200,125,343 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 1.67% 1.49% #11 3
Prev: #8
3.2 240,214 38.0%
P
S
872,460 $198,835,996 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
Healthcare 1.59% 1.46% #12 3
Prev: #9
3.1 373,560 32.8%
P
S
1,510,824 $188,898,079 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
Consumer Cyclical 1.31% 1.29% #13
Prev: #13
2.5 4,343 17.8%
P
S
28,731 $155,489,671 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 1.22% 1.35% #14 3
Prev: #11
3.5 1,426,424 1236.2%
P
S
1,541,811 $144,905,965 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.21% 1.06% #15 2
Prev: #17
1.0 11,879 2.7%
P
S
460,077 $144,530,457 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COS INC NEW
Consumer Cyclical 1.19% 0.83% #16 5
Prev: #21
3.5 310,927 51.9%
P
S
909,977 $141,454,706 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 1.17% 0.76% #17 8
Prev: #25
3.5 103,425 64.1%
P
S
264,741 $139,397,608 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KLAC
KLA CORP
Technology 1.11% 0.67% #18 15
Prev: #33
3.4 41,541 63.7%
P
S
106,712 $132,236,263 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
ETF 1.10% 0.55% #19 29
Prev: #48
3.4 382,300 127.0%
P
S
683,360 $130,904,442 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPR
TAPESTRY INC
Consumer Cyclical 1.07% 1.05% #20 1
Prev: #19
0.9 20,000 2.1%
P
S
993,400 $126,983,258 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.07% 1.18% #21 6
Prev: #15
0.9 5,248 1.4%
P
S
392,897 $126,794,801 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 1.00% 0.65% #22 12
Prev: #34
3.4 153,142 82.3%
P
S
339,193 $119,496,705 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADSK
AUTODESK INC
Technology 1.00% 0.75% #23 4
Prev: #27
3.4 155,332 64.1%
P
S
397,795 $118,887,136 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
INTUIT
Technology 0.96% 0.71% #24 6
Prev: #30
3.4 63,717 59.9%
P
S
170,039 $113,859,330 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 0.94% 0.72% #25 4
Prev: #29
2.9 346,941 31.7%
P
S
1,442,093 $111,942,203 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EA
ELECTRONIC ARTS...
Communication Services 0.00% 0.32%
Sold All 😨
(Was: #86)
0.0 -167,280 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETNB
89BIO INC
Unknown 0.00% 0.12%
Sold All 😨
(Was: #168)
0.0 -833,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENS
ENERSYS
Industrials 0.00% 0.08%
Sold All 😨
(Was: #195)
0.0 -78,405 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 0.07%
Sold All 😨
(Was: #212)
0.0 -56,368 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHWY
CHEWY INC
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #237)
0.0 -142,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TER
TERADYNE INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #241)
0.0 -40,525 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSGS
CSG SYS INTL IN...
Technology 0.00% 0.05%
Sold All 😨
(Was: #244)
0.0 -82,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 0.05%
Sold All 😨
(Was: #255)
0.0 -16,250 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UPST
UPSTART HLDGS I...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #259)
0.0 -83,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EMN
EASTMAN CHEM CO
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #270)
0.0 -68,200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #274)
0.0 -214,876 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCC
ARES CAPITAL CO...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #279)
0.0 -194,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSL
CARLISLE COS IN...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #289)
0.0 -11,015 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EOSE
EOS ENERGY ENTE...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #324)
0.0 -235,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AKRO
AKERO THERAPEUT...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #340)
0.0 -47,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GRAB
GRAB HOLDINGS L...
Technology 0.00% 0.01%
Sold All 😨
(Was: #377)
0.0 -250,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNV
FRANCO NEV CORP
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #406)
0.0 -4,720 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MLM
MARTIN MARIETTA...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #439)
0.0 -1,150 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KROS
KEROS THERAPEUT...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #448)
0.0 -41,400 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JANX
JANUX THERAPEUT...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #449)
0.0 -27,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VCYT
VERACYTE INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #463)
0.0 -17,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMS
HIMS & HERS HEA...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #469)
0.0 -9,137 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LVS
LAS VEGAS SANDS...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #472)
0.0 -9,463 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PBA
PEMBINA PIPELIN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #485)
0.0 -12,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RMD
RESMED INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #494)
0.0 -1,647 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #498)
0.0 -594 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCI
CROWN CASTLE IN...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #500)
0.0 -4,346 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCCO
SOUTHERN COPPER...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #503)
0.0 -3,367 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ES
EVERSOURCE ENER...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #504)
0.0 -5,607 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTLA
INTELLIA THERAP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #506)
0.0 -23,100 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXPE
EXPEDIA GROUP I...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #508)
0.0 -1,715 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #513)
0.0 -4,453 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTB
M & T BK CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #515)
0.0 -1,822 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FITB
FIFTH THIRD BAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #517)
0.0 -7,881 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HBAN
HUNTINGTON BANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #521)
0.0 -19,284 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LUV
SOUTHWEST AIRLS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #522)
0.0 -10,114 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSCI
MSCI INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #524)
0.0 -577 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GRAL
GRAIL INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #526)
0.0 -5,383 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LYV
LIVE NATION ENT...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #527)
0.0 -1,899 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PCG
PG&E CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #533)
0.0 -19,329 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EIX
EDISON INTL
Utilities 0.00% 0.00%
Sold All 😨
(Was: #535)
0.0 -5,179 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #536)
0.0 -9,774 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PONY
PONY AI INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #537)
0.0 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
L
LOEWS CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #540)
0.0 -2,763 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DCBO
DOCEBO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #541)
0.0 -9,900 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHD
CHURCH & DWIGHT...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #542)
0.0 -3,179 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXA
FOX CORP
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #543)
0.0 -4,335 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNAP
SNAP INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #545)
0.0 -35,202 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GRFS
GRIFOLS S A
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #546)
0.0 -27,056 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EG
EVEREST GROUP L...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #549)
0.0 -765 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSN
TYSON FOODS INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #550)
0.0 -4,857 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EFX
EQUIFAX INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #551)
0.0 -946 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESS
ESSEX PPTY TR I...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #553)
0.0 -884 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GEHC
GE HEALTHCARE T...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #558)
0.0 -2,959 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOW
DOW INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #560)
0.0 -9,099 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFG
AMERICAN FINL G...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #561)
0.0 -1,300 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ROKU
ROKU INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #565)
0.0 -1,563 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBS
HUBSPOT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #566)
0.0 -298 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RCKT
ROCKET PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #569)
0.0 -44,700 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #578)
0.0 -1,350 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNF
FIDELITY NATION...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #580)
0.0 -1,700 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MLTX
MOONLAKE IMMUNO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #584)
0.0 -15,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRVI
MARAVAI LIFESCI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #587)
0.0 -28,400 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SBAC
SBA COMMUNICATI...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #589)
0.0 -400 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #595)
0.0 -700 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALEC
ALECTOR INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #596)
0.0 -19,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPIC
TPI COMPOSITES ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #598)
0.0 -16,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.00%
Sold All 😨
(Was: #609)
0.0 -1 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 666 holdings

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