← k veľkým investorom
Oddo Bhf Asset Management Sas
správca aktív · portfólio $2.16 mld. · 253 pozícií · správa k 30.06.2026
Akciové Pozície správa za 30.06.2026, podaná 13.08.2026; zmena — oproti 31.03.2026 · 275
| Spoločnosť | Akcie | Hodnota | % portfólia | Zmena za Štvrťrok |
|---|---|---|---|---|
| McKesson Corporation US:MCK | 0 (bolo 45 227) | — | — | predaná |
| DAY ONE BIOPHARMACEUTICALS I CUSIP 23954D109 | 0 (bolo 1 550 000) | — | — | predaná |
| Republic Services Inc US:RSG | 0 (bolo 56 463) | — | — | predaná |
| The Home Depot Inc US:HD | 0 (bolo 517) | — | — | predaná |
| UNITED HOMES GROUP INC CUSIP 91060H108 | 0 (bolo 1 075 000) | — | — | predaná |
| Booking Holdings Inc US:BKNG | 0 (bolo 6 197) | — | — | predaná |
| Netflix Inc US:NFLX | 0 (bolo 393 936) | — | — | predaná |
| Entergy Corporation US:ETR | 0 (bolo 46 389) | — | — | predaná |
| Shopify Inc US:SHOP | 0 (bolo 122 698) | — | — | predaná |
| ALARM COM HLDGS INC CUSIP 011642AD7 | 0 (bolo 300) | — | — | predaná |
| Kenvue Inc. US:KVUE | 0 (bolo 30 267) | — | — | predaná |
| West Pharmaceutical Services… US:WST | 0 (bolo 4 990) | — | — | predaná |
| Cisco Systems Inc US:CSCO | 0 (bolo 270 155) | — | — | predaná |
| Palo Alto Networks Inc US:PANW | 0 (bolo 51 025) | — | — | predaná |
| General Mills Inc US:GIS | 0 (bolo 161 492) | — | — | predaná |
| Take-Two Interactive Softwar… US:TTWO | 0 (bolo 3 313) | — | — | predaná |
| Applovin Corp US:APP | 0 (bolo 12 080) | — | — | predaná |
| ARCELLX INC CUSIP 03940C100 | 0 (bolo 115 000) | — | — | predaná |
| MercadoLibre Inc. US:MELI | 0 (bolo 20 502) | — | — | predaná |
| Deckers Outdoor Corporation US:DECK | 0 (bolo 23 755) | — | — | predaná |
| RIVIAN AUTOMOTIVE INC CUSIP 76954AAB9 | 0 (bolo 75) | — | — | predaná |
| Howmet Aerospace Inc US:HWM | 0 (bolo 126 223) | — | — | predaná |
| United Rentals Inc US:URI | 0 (bolo 835) | — | — | predaná |
| Boston Scientific Corp US:BSX | 0 (bolo 327 138) | — | — | predaná |
| Neurocrine Biosciences Inc US:NBIX | 0 (bolo 8 039) | — | — | predaná |
| Equinix Inc US:EQIX | 0 (bolo 1 854) | — | — | predaná |
| Silicon Motion Technology US:SIMO | 0 (bolo 60 000) | — | — | predaná |
| ALIBABA GROUP HLDG LTD CUSIP 01609WBG6 | 0 (bolo 200) | — | — | predaná |
| Keysight Technologies, Inc. US:KEYS | 0 (bolo 25 521) | — | — | predaná |
| Western Digital Corporation US:WDC | 0 (bolo 58 195) | — | — | predaná |
| CLOUDFLARE INC CUSIP 18915MAC1 | 0 (bolo 275) | — | — | predaná |
| PARSONS CORP DEL CUSIP 70202LAD4 | 0 (bolo 735) | — | — | predaná |
| General Motors Company US:GM | 0 (bolo 20 314) | — | — | predaná |
| Tapestry Inc US:TPR | 0 (bolo 49 861) | — | — | predaná |
| ARES MANAGEMENT CORPORATION CUSIP 03990B309 | 0 (bolo 3 510) | — | — | predaná |
| MERCK & CO INC US:MRK | 0 (bolo 52 036) | — | — | predaná |
| Deere & Company US:DE | 0 (bolo 1 120) | — | — | predaná |
| RIVIAN AUTOMOTIVE INC CUSIP 76954AAD5 | 0 (bolo 1 085) | — | — | predaná |
| Huazhu Group Ltd US:HTHT | 0 (bolo 4 900) | — | — | predaná |
| URGENTLY INC CUSIP 916931207 | 0 (bolo 105 000) | — | — | predaná |
| Brighthouse Financial, Inc. US:BHF | 0 (bolo 340 000) | — | — | predaná |
| Newmont Goldcorp Corp US:NEM | 0 (bolo 157 384) | — | — | predaná |
| EUROPEAN WAX CTR INC CUSIP 29882P106 | 0 (bolo 1 149 300) | — | — | predaná |
| Simon Property Group Inc US:SPG | 0 (bolo 14 894) | — | — | predaná |
| Allied Gold Corporation US:AAUC | 0 (bolo 109 400) | — | — | predaná |
| Kimberly-Clark Corporation US:KMB | 0 (bolo 64 397) | — | — | predaná |
| WESTERN DIGITAL CORP CUSIP 958102AT2 | 0 (bolo 30) | — | — | predaná |
| The Coca-Cola Company US:KO | 0 (bolo 23 499) | — | — | predaná |
| PDD Holdings Inc. US:PDD | 0 (bolo 9 100) | — | — | predaná |
| Gilead Sciences Inc US:GILD | 0 (bolo 141 289) | — | — | predaná |
| Tencent Music Entertainment… US:TME | 0 (bolo 9 400) | — | — | predaná |
| argenx NV ADR US:ARGX | 0 (bolo 25 009) | — | — | predaná |
| MERITAGE HOMES CORP CUSIP 59001ABF8 | 0 (bolo 556) | — | — | predaná |
| Delta Air Lines Inc US:DAL | 0 (bolo 109 576) | — | — | predaná |
| Robinhood Markets, Inc. US:HOOD | 0 (bolo 136 451) | — | — | predaná |
| Hubbell Inc US:HUBB | 0 (bolo 2 799) | — | — | predaná |
| Veeva Systems Inc Class A US:VEEV | 0 (bolo 10 538) | — | — | predaná |
| Broadcom Inc. US:AVGO | 0 (bolo 401 348) | — | — | predaná |
| NEXTERA ENERGY CAP HLDGS INC CUSIP 65339KCY4 | 0 (bolo 248) | — | — | predaná |
| Eversource Energy US:ES | 0 (bolo 49 108) | — | — | predaná |
| Snap-On Inc US:SNA | 0 (bolo 10 782) | — | — | predaná |
| The Allstate Corporation US:ALL | 0 (bolo 5 649) | — | — | predaná |
| Kinder Morgan, Inc. US:KMI | 0 (bolo 26 156) | — | — | predaná |
| Wheaton Precious Metals Corp US:WPM | 0 (bolo 37 100) | — | — | predaná |
| Coinbase Global Inc US:COIN | 0 (bolo 2 790) | — | — | predaná |
| Planet Labs PBC US:PL | 0 (bolo 195 761) | — | — | predaná |
| GLOBAL PMTS INC CUSIP 37940XAU6 | 0 (bolo 497) | — | — | predaná |
| TERNS PHARMACEUTICALS INC CUSIP 880881107 | 0 (bolo 5 000) | — | — | predaná |
| Tetra Tech Inc US:TTEK | 0 (bolo 29 384) | — | — | predaná |
| Arista Networks US:ANET | 0 (bolo 272 353) | — | — | predaná |
| METLIFE INC US:MET | 0 (bolo 79 547) | — | — | predaná |
| Digital Realty Trust Inc US:DLR | 0 (bolo 23 073) | — | — | predaná |
| Rocket Lab USA Inc. US:RKLB | 0 (bolo 57 472) | — | — | predaná |
| HubSpot Inc US:HUBS | 0 (bolo 2 886) | — | — | predaná |
| VENTAS RLTY LTD PARTNERSHIP CUSIP 92277GAZ0 | 0 (bolo 300) | — | — | predaná |
| Cboe Global Markets Inc US:CBOE | 0 (bolo 19 715) | — | — | predaná |
| Norfolk Southern Corporation US:NSC | 0 (bolo 95 000) | — | — | predaná |
| Fair Isaac Corporation US:FICO | 0 (bolo 723) | — | — | predaná |
| Snowflake Inc. US:SNOW | 0 (bolo 165 220) | — | — | predaná |
| Alnylam Pharmaceuticals Inc US:ALNY | 0 (bolo 33 013) | — | — | predaná |
| Kinross Gold Corporation US:KGCRF · iná trieda cenných papierov | 0 (bolo 50 900) | — | — | predaná |
| Williams Companies Inc US:WMB | 0 (bolo 112 228) | — | — | predaná |
| COINBASE GLOBAL INC CUSIP 19260QAF4 | 0 (bolo 619) | — | — | predaná |
| Plug Power Inc US:PLUG | 0 (bolo 273 889) | — | — | predaná |
| Goldman Sachs Group Inc US:GS | 0 (bolo 6 546) | — | — | predaná |
| Texas Instruments Incorporat… US:TXN | 0 (bolo 31 065) | — | — | predaná |
| Ascendis Pharma AS US:ASND | 0 (bolo 128 657) | — | — | predaná |
| Mettler-Toledo International… US:MTD | 0 (bolo 3 762) | — | — | predaná |
| Dollar General Corporation US:DG | 0 (bolo 2 560) | — | — | predaná |
| ROCKWELL AUTOMATION, INC US:ROK | 0 (bolo 13 114) | — | — | predaná |
| IMMUNOCORE HLDGS PLC CUSIP 45258DAB1 | 0 (bolo 422) | — | — | predaná |
| Verizon Communications Inc US:VZ | 0 (bolo 14 791) | — | — | predaná |
| Cigna Corp US:CI | 0 (bolo 12 625) | — | — | predaná |
| NVIDIA Corporation US:NVDA | 0 (bolo 1 423 831) | — | — | predaná |
| FARMER BROS CO CUSIP 307675108 | 0 (bolo 1 075 000) | — | — | predaná |
| Stantec Inc US:STN | 0 (bolo 9 354) | — | — | predaná |
| Alphabet Inc. US:GOOG | 0 (bolo 128 881) | — | — | predaná |
| LI AUTO INC CUSIP 50202MAB8 | 0 (bolo 186) | — | — | predaná |
| Williams-Sonoma Inc US:WSM | 0 (bolo 49 980) | — | — | predaná |
| Comfort Systems USA Inc US:FIX | 0 (bolo 4 138) | — | — | predaná |
| POST HLDGS INC CUSIP 737446AT1 | 0 (bolo 425) | — | — | predaná |
| Graco Inc US:GGG | 0 (bolo 52 272) | — | — | predaná |
| WW Grainger Inc US:GWW | 0 (bolo 1 211) | — | — | predaná |
| Thermo Fisher Scientific Inc US:TMO | 0 (bolo 37 282) | — | — | predaná |
| ASCENDIS PHARMA A/S CUSIP 04351PAD3 | 0 (bolo 161) | — | — | predaná |
| Microsoft Corporation US:MSFT | 0 (bolo 489 634) | — | — | predaná |
| DoorDash, Inc. Class A US:DASH | 0 (bolo 106 125) | — | — | predaná |
| Rogers Corporation US:ROG | 0 (bolo 155 000) | — | — | predaná |
| INCYTE CORP US:INCY | 0 (bolo 38 473) | — | — | predaná |
| Vertex Pharmaceuticals Inc US:VRTX | 0 (bolo 10 151) | — | — | predaná |
| CME GROUP INC. US:CME | 0 (bolo 8 480) | — | — | predaná |
| O’Reilly Automotive Inc US:ORLY | 0 (bolo 35 648) | — | — | predaná |
| FEDEX CORP US:FDX | 0 (bolo 10 802) | — | — | predaná |
| STARBUCKS CORP US:SBUX | 0 (bolo 159 858) | — | — | predaná |
| American Tower Corp US:AMT | 0 (bolo 34 704) | — | — | predaná |
| Laboratory Corporation of Am… US:LH | 0 (bolo 18 992) | — | — | predaná |
| Workday, Inc. US:WDAY | 0 (bolo 7 019) | — | — | predaná |
| Constellation Brands Inc Cla… US:STZ | 0 (bolo 10 908) | — | — | predaná |
| Principal Financial Group In… US:PFG | 0 (bolo 38 826) | — | — | predaná |
| GRANITE CONSTR INC CUSIP 387328AF4 | 0 (bolo 227) | — | — | predaná |
| Trimble Inc US:TRMB | 0 (bolo 11 649) | — | — | predaná |
| Atlassian Corp Plc US:TEAM | 0 (bolo 289 808) | — | — | predaná |
| Microchip Technology Inc US:MCHP | 0 (bolo 47 375) | — | — | predaná |
| DRAFTKINGS INC NEW CUSIP 26142RAB0 | 0 (bolo 200) | — | — | predaná |
| S&P Global Inc US:SPGI | 0 (bolo 49 702) | — | — | predaná |
| International Business Machi… US:IBM | 0 (bolo 21 053) | — | — | predaná |
| Vertiv Holdings Co US:VRT | 0 (bolo 8 062) | — | — | predaná |
| CSG SYS INTL INC CUSIP 126349109 | 0 (bolo 420 000) | — | — | predaná |
| ON SEMICONDUCTOR CORP CUSIP 682189AS4 | 0 (bolo 150) | — | — | predaná |
| Fidelity National Informatio… US:FIS | 0 (bolo 37 024) | — | — | predaná |
| STRYKER CORP US:SYK | 0 (bolo 21 403) | — | — | predaná |
| AMERICAN WTR CAP CORP CUSIP 03040WBE4 | 0 (bolo 855) | — | — | predaná |
| LANTHEUS HLDGS INC CUSIP 516544AB9 | 0 (bolo 390) | — | — | predaná |
| Xylem Inc US:XYL | 0 (bolo 12 163) | — | — | predaná |
| Constellation Energy Corp US:CEG | 0 (bolo 13 169) | — | — | predaná |
| Procter & Gamble Company US:PG | 0 (bolo 32 162) | — | — | predaná |
| Great Lakes Dredge & Dock US:GLDD | 0 (bolo 1 166 388) | — | — | predaná |
| TRIP COM GROUP LTD CUSIP 89677QAB3 | 0 (bolo 200) | — | — | predaná |
| Atour Lifestyle Holdings Lim… US:ATAT | 0 (bolo 10 800) | — | — | predaná |
| Monster Beverage Corp US:MNST | 0 (bolo 13 594) | — | — | predaná |
| DROPBOX INC CUSIP 26210CAD6 | 0 (bolo 375) | — | — | predaná |
| SBA COMMUNICATIONS CORP US:SBAC | 0 (bolo 7 003) | — | — | predaná |
| AFLAC INC US:AFL | 0 (bolo 12 714) | — | — | predaná |
| IONIS PHARMACEUTICALS INC CUSIP 462222AF7 | 0 (bolo 374) | — | — | predaná |
| Vistra Corp. US:VST | 0 (bolo 5 470) | — | — | predaná |
| CANTALOUPE INC CUSIP 138103106 | 0 (bolo 2 625 000) | — | — | predaná |
| ON SEMICONDUCTOR CORP CUSIP 682189AU9 | 0 (bolo 422) | — | — | predaná |
| FIRST FNDTN INC CUSIP 32026V104 | 0 (bolo 626 987) | — | — | predaná |
| Sun Life Financial Inc. US:SLF | 0 (bolo 87 316) | — | — | predaná |
| American Water Works US:AWK | 0 (bolo 11 853) | — | — | predaná |
| Loews Corp US:L | 0 (bolo 4 899) | — | — | predaná |
| Zoetis Inc US:ZTS | 0 (bolo 67 557) | — | — | predaná |
| COSTCO WHOLESALE CORP /NEW US:COST | 0 (bolo 8 496) | — | — | predaná |
| Prudential Financial, Inc. US:PRU | 0 (bolo 89 191) | — | — | predaná |
| GUARDANT HEALTH INC CUSIP 40131MAD1 | 0 (bolo 200) | — | — | predaná |
| Truist Financial Corp US:TFC | 0 (bolo 25 961) | — | — | predaná |
| Atrium Therapeutics, Inc. US:RNA | 0 (bolo 45 090) | — | — | predaná |
| Moodys Corporation US:MCO | 0 (bolo 15 527) | — | — | predaná |
| eBay Inc US:EBAY | 0 (bolo 13 832) | — | — | predaná |
| SCHWAB CHARLES CORP US:SCHW | 0 (bolo 36 859) | — | — | predaná |
| AbbVie Inc US:ABBV | 0 (bolo 59 211) | — | — | predaná |
| Iron Mountain Incorporated US:IRM | 0 (bolo 9 183) | — | — | predaná |
| Vulcan Materials Company US:VMC | 0 (bolo 9 511) | — | — | predaná |
| Capital One Financial Corpor… US:COF | 0 (bolo 18 821) | — | — | predaná |
| Ondas Inc. US:ONDS | 0 (bolo 553 085) | — | — | predaná |
| First Solar Inc US:FSLR | 0 (bolo 14 650) | — | — | predaná |
| SUNOPTA INC CUSIP 8676EP108 | 0 (bolo 42 000) | — | — | predaná |
| Ametek Inc US:AME | 0 (bolo 32 237) | — | — | predaná |
| Lowe's Companies Inc US:LOW | 0 (bolo 41 204) | — | — | predaná |
| Zscaler, Inc. US:ZS | 0 (bolo 2 376) | — | — | predaná |
| CROSS CTRY HEALTHCARE INC CUSIP 227483104 | 0 (bolo 940 000) | — | — | predaná |
| Public Service Enterprise Gr… US:PEG | 0 (bolo 54 302) | — | — | predaná |
| PulteGroup Inc US:PHM | 0 (bolo 11 516) | — | — | predaná |
| HCA Healthcare, Inc. US:HCA | 0 (bolo 10 136) | — | — | predaná |
| Tuya-W US:TUYA | 0 (bolo 99 800) | — | — | predaná |
| Badger Meter Inc US:BMI | 0 (bolo 6 379) | — | — | predaná |
| MORGAN STANLEY US:MS | 0 (bolo 5 966) | — | — | predaná |
| Ecolab Inc US:ECL | 0 (bolo 23 695) | — | — | predaná |
| SEAGATE HDD CAYMAN CUSIP 81180WBL4 | 0 (bolo 43) | — | — | predaná |
| ABIVAX US:ABVX | 0 (bolo 81 496) | — | — | predaná |
| ITRON INC CUSIP 465741AQ9 | 0 (bolo 475) | — | — | predaná |
| Westinghouse Air Brake Techn… US:WAB | 0 (bolo 5 645) | — | — | predaná |
| Cardinal Health Inc US:CAH | 0 (bolo 80 449) | — | — | predaná |
| ONESTREAM INC CUSIP 68278B107 | 0 (bolo 1 450 000) | — | — | predaná |
| Five9 Inc US:FIVN | 0 (bolo 160 000) | — | — | predaná |
| SUPER MICRO COMPUTER INC CUSIP 86800UAB0 | 0 (bolo 257) | — | — | predaná |
| AMICUS THERAPEUTICS INC CUSIP 03152W109 | 0 (bolo 681 000) | — | — | predaná |
| Lumentum Holdings Inc. US:LITE | 0 (bolo 9 168) | — | — | predaná |
| ZIM Integrated Shipping Serv… CUSIP M9T951109 | 0 (bolo 1 150 000) | — | — | predaná |
| CrowdStrike Holdings, Inc. US:CRWD | 0 (bolo 24 470) | — | — | predaná |
| Cummins Inc US:CMI | 0 (bolo 3 866) | — | — | predaná |
| QUALCOMM INC/DE US:QCOM | 0 (bolo 18 739) | — | — | predaná |
| HAEMONETICS CORP MASS CUSIP 405024AD2 | 0 (bolo 175) | — | — | predaná |
| Twilio Inc US:TWLO | 0 (bolo 19 987) | — | — | predaná |
| Baker Hughes Co US:BKR | 0 (bolo 18 716) | — | — | predaná |
| Motorola Solutions Inc US:MSI | 0 (bolo 38 367) | — | — | predaná |
| Electronic Arts Inc CUSIP 285512109 | 0 (bolo 167 500) | — | — | predaná |
| SEALED AIR CORP NEW CUSIP 81211K100 | 0 (bolo 78 000) | — | — | predaná |
| Adobe Systems Incorporated US:ADBE | 0 (bolo 12 055) | — | — | predaná |
| Jabil Circuit Inc US:JBL | 0 (bolo 5 470) | — | — | predaná |
| Walmart Inc. US:WMT | 0 (bolo 110 137) | — | — | predaná |
| Caris Life Sciences, Inc. US:CAI | 0 (bolo 109 539) | — | — | predaná |
| ON24 INC CUSIP 68339B104 | 0 (bolo 1 566 256) | — | — | predaná |
| FLUOR CORP CUSIP 343412AJ1 | 0 (bolo 458) | — | — | predaná |
| Synchrony Financial US:SYF | 0 (bolo 59 223) | — | — | predaná |
| Amphenol Corporation US:APH | 0 (bolo 241 745) | — | — | predaná |
| MKS INC. CUSIP 55306NAB0 | 0 (bolo 184) | — | — | predaná |
| Curtiss-Wright Corporation US:CW | 0 (bolo 20 203) | — | — | predaná |
| Ralph Lauren Corp Class A US:RL | 0 (bolo 6 613) | — | — | predaná |
| HARTFORD INSURANCE GROUP, IN… US:HIG | 0 (bolo 104 377) | — | — | predaná |
| Twist Bioscience Corp US:TWST | 0 (bolo 145 960) | — | — | predaná |
| Bank of America Corp US:BAC | 0 (bolo 9 636) | — | — | predaná |
| Mountain Commerce Bancorp In… CUSIP 624004107 | 0 (bolo 300 000) | — | — | predaná |
| EMCOR Group Inc US:EME | 0 (bolo 42 007) | — | — | predaná |
| SEMTECH CORP CUSIP 816850AF8 | 0 (bolo 135) | — | — | predaná |
| Aecom Technology Corporation US:ACM | 0 (bolo 9 489) | — | — | predaná |
| JAZZ INVESTMENTS I LTD CUSIP 472145AF8 | 0 (bolo 300) | — | — | predaná |
| Warner Bros. Discovery, Inc. US:WBD | 0 (bolo 1 000 000) | — | — | predaná |
| Caterpillar Inc US:CAT | 0 (bolo 9 311) | — | — | predaná |
| Oracle Corporation US:ORCL | 0 (bolo 83 000) | — | — | predaná |
| FORD MOTOR CO US:F | 0 (bolo 50 467) | — | — | predaná |
| The TJX Companies Inc US:TJX | 0 (bolo 47 626) | — | — | predaná |
| Analog Devices Inc US:ADI | 0 (bolo 32 549) | — | — | predaná |
| MAGNACHIP SEMICONDUCTOR Corp US:MX | 0 (bolo 215 098) | — | — | predaná |
| Danaher Corporation US:DHR | 0 (bolo 37 278) | — | — | predaná |
| Reddit, Inc. US:RDDT | 0 (bolo 38 018) | — | — | predaná |
| Hasbro Inc US:HAS | 0 (bolo 14 519) | — | — | predaná |
| U.S. Bancorp US:USB | 0 (bolo 24 552) | — | — | predaná |
| Bank of Nova Scotia US:BNS | 0 (bolo 73 100) | — | — | predaná |
| NRG Energy Inc. US:NRG | 0 (bolo 8 666) | — | — | predaná |
| Emerson Electric Company US:EMR | 0 (bolo 9 767) | — | — | predaná |
| SEMRUSH HLDGS INC CUSIP 81686C104 | 0 (bolo 1 800 000) | — | — | predaná |
| Advanced Drainage Systems In… US:WMS | 0 (bolo 4 129) | — | — | predaná |
| JD.COM INC CUSIP 47215PAJ5 | 0 (bolo 595) | — | — | predaná |
| Waste Management Inc US:WM | 0 (bolo 340) | — | — | predaná |
| CHART INDS INC CUSIP 16115Q308 | 0 (bolo 95 000) | — | — | predaná |
| Ormat Technologies Inc US:ORA | 0 (bolo 5 700) | — | — | predaná |
| Fox Corp US:FOX | 0 (bolo 32 943) | — | — | predaná |
| TKO Group Holdings, Inc. US:TKO | 0 (bolo 1 922) | — | — | predaná |
| APELLIS PHARMACEUTICALS INC CUSIP 03753U106 | 0 (bolo 825 000) | — | — | predaná |
| Manulife Financial Corp US:MFC | 0 (bolo 276 900) | — | — | predaná |
| DARDEN RESTAURANTS INC US:DRI | 0 (bolo 1 104) | — | — | predaná |
| Regions Financial Corporatio… US:RF | 0 (bolo 169 650) | — | — | predaná |
| Hilton Worldwide Holdings In… US:HLT | 0 (bolo 3 072) | — | — | predaná |
| UBER TECHNOLOGIES INC CUSIP 90353TAM2 | 0 (bolo 508) | — | — | predaná |
| BIOMARIN PHARMACEUTICAL INC CUSIP 09061GAK7 | 0 (bolo 225) | — | — | predaná |
| Natera, Inc. US:NTRA | 0 (bolo 32 053) | — | — | predaná |
| Enphase Energy Inc US:ENPH | 0 (bolo 6 813) | — | — | predaná |
| Sequans Communications SA US:SQNS | 0 (bolo 105 649) | — | — | predaná |
| ADVANCED ENERGY INDS CUSIP 007973AE0 | 0 (bolo 100) | — | — | predaná |
| Johnson & Johnson US:JNJ | 0 (bolo 34 336) | — | — | predaná |
| Waters Corporation US:WAT | 0 (bolo 8 193) | — | — | predaná |
| Church & Dwight Company Inc US:CHD | 0 (bolo 54 229) | — | — | predaná |
| Owens Corning Inc US:OC | 0 (bolo 3 786) | — | — | predaná |
| GE Vernova LLC US:GEV | 0 (bolo 19 041) | — | — | predaná |
| T-Mobile US Inc US:TMUS | 0 (bolo 1 610) | — | — | predaná |
| Apple Inc. US:AAPL | 0 (bolo 463 287) | — | — | predaná |
| MARRIOTT VACATIONS WORLDWIDE CUSIP 57164YAF4 | 0 (bolo 150) | — | — | predaná |
| Datadog, Inc. US:DDOG | 0 (bolo 86 339) | — | — | predaná |
| REPLIGEN CORP CUSIP 759916AD1 | 0 (bolo 290) | — | — | predaná |
| HOLOGIC INC CUSIP 436440101 | 0 (bolo 440 000) | — | — | predaná |
| Ulta Beauty Inc US:ULTA | 0 (bolo 4 029) | — | — | predaná |
| BLUE FOUNDRY BANCORP CUSIP 09549B104 | 0 (bolo 50 964) | — | — | predaná |
| NetApp Inc US:NTAP | 0 (bolo 73 038) | — | — | predaná |
| ENPHASE ENERGY INC CUSIP 29355AAK3 | 0 (bolo 310) | — | — | predaná |
| ServiceNow Inc US:NOW | 0 (bolo 338 265) | — | — | predaná |
| AKAMAI TECHNOLOGIES INC CUSIP 00971TAN1 | 0 (bolo 590) | — | — | predaná |
| KKR & CO INC CUSIP 48251W500 | 0 (bolo 5 284) | — | — | predaná |
| WELLS FARGO & COMPANY/MN US:WFC | 0 (bolo 63 231) | — | — | predaná |
| Circle Internet Group, Inc. US:CRCL | 0 (bolo 66 538) | — | — | predaná |
| Palantir Technologies Inc. US:PLTR | 0 (bolo 116 489) | — | — | predaná |
| Generac Holdings Inc US:GNRC | 0 (bolo 48 880) | — | — | predaná |
| Taiwan Semiconductor Manufac… US:TSM | 0 (bolo 27 352) | — | — | predaná |
| Applied Materials Inc US:AMAT | 0 (bolo 63 705) | — | — | predaná |
| Marvell Technology, Inc. US:MRVL | 0 (bolo 74 252) | — | — | predaná |
V Spoločnostiach Našej Databázy 3
| Spoločnosť | Podiel | Akcie | Dátum Správy |
|---|---|---|---|
| International Money Express… | 4.87% | 1 470 000 | 2026-06-30 |
| Sequans Communications SA | 0.71% | 105 649 | 2026-06-30 |
| Cyanconnode Holdings PLC | — | 17 750 000 | 2026-08-05 |
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