Erste Asset Management GmbH Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$11.9B

Holdings

884

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (884 positions)

StockValue
QCOMQUALCOMM INC
$27.0M
RBLXROBLOX CORP
$27.0M
3M4MASIMO CORP
$26.0M
TDTORONTO DOMINION BK ONT
$26.0M
DARDARLING INGREDIENTS INC
$26.0M
WMTWALMART INC
$25.0M
RYROYAL BK CDA
$25.0M
AXPAMERICAN EXPRESS CO
$25.0M
ARRYARRAY TECHNOLOGIES INC
$25.0M
TAT&T INC
$24.0M
TMUST-MOBILE US INC
$23.0M
KNSLKINSALE CAP GROUP INC
$23.0M
CHHCHOICE HOTELS INTL INC
$23.0M
XYZBLOCK INC
$22.0M
AZOAUTOZONE INC
$22.0M
WMWASTE MGMT INC DEL
$22.0M
SKYTSKYWATER TECHNOLOGY INC
$21.0M
ICEINTERCONTINENTAL EXCHANGE IN
$21.0M
CSGPCOSTAR GROUP INC
$21.0M
ZZILLOW GROUP INC
$21.0M
AEMAGNICO EAGLE MINES LTD
$21.0M
ZSZSCALER INC
$21.0M
UTHUNITED THERAPEUTICS CORP DEL
$21.0M
INTCINTEL CORP
$20.0M
REPLREPLIMUNE GROUP INC
$20.0M
UBERUBER TECHNOLOGIES INC
$20.0M
NETCLOUDFLARE INC
$19.0M
SNPSSYNOPSYS INC
$19.0M
AG8AGILENT TECHNOLOGIES INC
$19.0M
DISDISNEY WALT CO
$19.0M
ITRIITRON INC
$19.0M
MIRMMIRUM PHARMACEUTICALS INC
$19.0M
WFCWELLS FARGO CO NEW
$18.0M
FLNCFLUENCE ENERGY INC
$18.0M
CNRCANADIAN NATL RY CO
$18.0M
IBBISHARES TR
$17.0M
RFREGIONS FINANCIAL CORP NEW
$17.0M
A4SAMERIPRISE FINL INC
$17.0M
HUBBHUBBELL INC
$17.0M
CMECME GROUP INC
$17.0M
TSLATESLA INC
$17.0M
EQIXEQUINIX INC
$17.0M
SCISERVICE CORP INTL
$17.0M
LNGCHENIERE ENERGY INC
$17.0M
OTISOTIS WORLDWIDE CORP
$16.0M
SABRSABRE CORP
$16.0M
DNAGINKGO BIOWORKS HOLDINGS INC
$16.0M
BEBLOOM ENERGY CORP
$16.0M
PFEPFIZER INC
$16.0M
RLRALPH LAUREN CORP
$16.0M
NEENEXTERA ENERGY INC
$16.0M
CMICUMMINS INC
$16.0M
IVLUISHARES TR
$15.0M
KKRKKR & CO INC
$15.0M
QBTSD-WAVE QUANTUM INC
$15.0M
BLMNBLOOMIN BRANDS INC
$15.0M
RDDTREDDIT INC
$15.0M
BABAALIBABA GROUP HLDG LTD
$14.0M
TTEKTETRA TECH INC NEW
$14.0M
VLUEISHARES TR
$14.0M
IQVIQVIA HLDGS INC
$14.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$14.0M
ERIEERIE INDTY CO
$14.0M
ANETARISTA NETWORKS INC
$13.0M
DHRDANAHER CORPORATION
$13.0M
VTVVANGUARD INDEX FDS
$13.0M
PLDPROLOGIS INC.
$13.0M
LOWLOWES COS INC
$13.0M
IBPINSTALLED BLDG PRODS INC
$13.0M
ADIANALOG DEVICES INC
$13.0M
BWABORGWARNER INC
$13.0M
APDAIR PRODS & CHEMS INC
$13.0M
DHID R HORTON INC
$12.0M
WDWALKER & DUNLOP INC
$12.0M
MMM3M CO
$12.0M
STOKSTOKE THERAPEUTICS INC
$12.0M
MCHIISHARES TR
$12.0M
CBOECBOE GLOBAL MKTS INC
$12.0M
TEAMATLASSIAN CORPORATION
$12.0M
DEDEERE & CO
$11.0M
RSGREPUBLIC SVCS INC
$11.0M
ROSTROSS STORES INC
$11.0M
APHAMPHENOL CORP NEW
$11.0M
SESEA LTD
$11.0M
ARGXARGENX SE
$11.0M
IDXXIDEXX LABS INC
$11.0M
ALNYALNYLAM PHARMACEUTICALS INC
$10.0M
TRMBTRIMBLE INC
$10.0M
ADPAUTOMATIC DATA PROCESSING IN
$10.0M
ORLYOREILLY AUTOMOTIVE INC
$10.0M
MCHPMICROCHIP TECHNOLOGY INC.
$9.0M
WATWATERS CORP
$9.0M
SNOWSNOWFLAKE INC
$9.0M
ODFLOLD DOMINION FREIGHT LINE IN
$9.0M
AMEAMETEK INC
$9.0M
GLWCORNING INC
$9.0M
AWCAMERICAN WTR WKS CO INC NEW
$9.0M
COSTCOSTCO WHSL CORP NEW
$9.0M
WTSWATTS WATER TECHNOLOGIES INC
$8.0M
PCARPACCAR INC
$8.0M
PreviousPage 2 of 9Next