Triglav Investments, D.O.O.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.43B
Q ending 2026-03-31
Prior quarter
$1.58B
Q ending 2025-12-31
Change
-9.8% QoQ · +19.5% YoY
Positions
166
reported holdings

Largest positions

Top 100 of 166 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$139.6M801K
Amazon.Com, Inc.AMZNShares$94.9M456K
Microsoft CorporationMSFTShares$89.1M241K
Apple IncAAPLShares$82.8M326K
Alphabet Inc.GOOGLShares$66.0M230K
Broadcom IncAVGOShares$52.8M171K
Meta Platforms IncMETAShares$49.5M87K
Eli Lilly And CompanyLLYShares$45.3M49K
Jpmorgan Chase & Co.JPMShares$41.7M142K
Wal-Mart Stores, Inc.WMTShares$38.7M312K
Goldman Sachs Group Inc/TheGSShares$37.0M44K
Taiwan Semiconductor ManufacturingTSMShares$35.6M105K
Alphabet Inc.GOOGShares$34.5M120K
Micron Technology, Inc.MUShares$28.6M85K
Tesla Motors IncTSLAShares$28.3M76K
Johnson & JohnsonJNJShares$27.7M114K
Merck & Co., Inc.MRKShares$23.2M193K
Netflix IncNFLXShares$21.1M219K
Visa Inc.VShares$17.3M57K
Caterpillar Inc.CATShares$13.6M19K
Quanta Services, Inc.PWRShares$13.3M24K
Ralph Lauren CorporationRLShares$13.3M39K
Mastercard IncorporatedMAShares$13.1M26K
Rtx CorpRTXShares$12.5M65K
Emerson Electric Co.EMRShares$11.1M85K
The Home Depot, Inc.HDShares$10.7M33K
Uber Technologies IncUBERShares$10.4M145K
Mcdonald'S CorporationMCDShares$10.3M33K
Thermo Fisher Scientific Inc.TMOShares$10.3M21K
Cencora IncCORShares$10.0M32K
Pfizer Inc.PFEShares$8.9M317K
Honeywell International Inc.HONGBPShares$8.8M39K
Kla CorpKLACShares$8.7M6K
Lam Research CorporationLRCXShares$8.6M40K
Lowe'S Companies, Inc.LOWShares$8.2M35K
Cvs Health CorpCVSShares$8.1M113K
Walt Disney Co/TheDISShares$7.9M82K
Eaton Corporation Public Limited CShares$7.8M22K
Advanced Micro Devices IncAMDShares$7.6M37K
Cisco Systems Inc/DelawareCSCOShares$7.5M97K
Ssga Funds Management IncSPYShares$7.4M11K
Astrazeneca PlcShares$7.2M37K
Alibaba Group Holding LimitedBABAShares$6.8M54K
Nextera Energy IncNEEShares$6.6M71K
Sandisk Corp/DeSNDKShares$6.5M10K
Vertiv Holdings CoVRTShares$6.3M25K
Dh Europe Finance Ii SarlShares$6.1M7.1M
Applied Materials, Inc.AMATShares$6.0M18K
Progressive Corp/ThePGRShares$5.7M29K
Blackrock Fund AdvisorsIEVShares$5.7M84K
Prologis IncPLDShares$5.7M43K
Tencent Holdings LtdTCEHYShares$5.5M87K
Bank Of America CorporationBACShares$5.5M112K
Abbvie Inc.ABBVShares$5.1M24K
Western Digital CorporationWDCShares$5.1M19K
Booking Holdings Inc.Shares$5.0M5.0M
Blackrock Fund AdvisorsIVVShares$4.8M7K
Equinix, Inc.EQIXShares$4.4M5K
Medtronic Public Limited CompanyShares$4.3M49K
Citigroup Inc.CShares$4.0M36K
Mckesson CorporationMCKShares$3.6M4K
Linde PlcShares$3.5M7K
Intel CorporationINTCShares$3.4M78K
First Solar IncFSLRShares$3.4M17K
Sea LtdSEShares$3.3M40K
Morgan StanleyMSShares$3.3M20K
The Coca-Cola CompanyKOShares$3.0M39K
Lumentum Holdings Inc.LITEShares$2.9M4K
Welltower Inc.WELLShares$2.9M15K
Spotify Technology SaShares$2.9M6K
General Motors CompanyGMShares$2.9M39K
Texas Instruments IncorporatedTXNShares$2.9M15K
Fortive CorpShares$2.8M2.7M
Oracle CorporationORCLShares$2.7M19K
Costco Wholesale CorporationCOSTShares$2.7M3K
American Tower CorporationAMTShares$2.6M15K
Abbott LaboratoriesABTShares$2.5M24K
Regeneron Pharmaceuticals, Inc.REGNShares$2.3M3K
Unitedhealth Group IncorporatedUNHShares$2.3M9K
Biogen Inc.BIIBShares$2.3M12K
Gilead Sciences, Inc.GILDShares$2.2M16K
Comcast CorporationCMCSA 0.75 02/20/32Shares$2.1M2.5M
Dell Technologies IncDELLShares$2.1M13K
General Mills, Inc.Shares$2.1M2.1M
Icici Bank LimitedIBNShares$2.1M81K
Intuitive Surgical, Inc.ISRGShares$2.1M5K
Fedex CorporationFDXShares$2.1M6K
Wells Fargo & CompanyWFCShares$2.1M26K
United Therapeutics CorpUTHRShares$2.0M3K
Hca Healthcare IncHCAShares$2.0M4K
Verizon Communications Inc.VZ 1.375 10/27/26Shares$2.0M2.0M
Marvell Technology IncMRVLShares$2.0M20K
Ppg Industries, Inc.PPG 1.4 03/13/27Shares$2.0M2.0M
Darling Ingredients Inc.DARShares$1.9M31K
Qualcomm IncorporatedQCOMShares$1.9M15K
Ase Technology Holding Co LtdASXShares$1.9M88K
Dupont De Nemours IncDDUSDShares$1.9M41K
Boston Scientific CorporationBSXShares$1.9M30K
Palantir Technologies IncPLTRShares$1.7M12K
Deere & CompanyDEShares$1.6M3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.