Erste Asset Management GmbH Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$11.9B

Holdings

894

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (894 positions)

StockValue
POST 2.5 08/15/27POST HOLDINGS, INC.
$594
EDCONSOLIDATED EDISON, INC.
$592
ABEVAMBEV S.A.
$590
ORIOLD REPUBLIC INTERNATIONAL CORPORATION
$587
REEVEREST GROUP, LTD.
$584
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC.
$580
HIMSHIMS & HERS HEALTH, INC.
$570
SUZSUZANO S.A.
$562
PG4PRINCIPAL FINANCIAL GROUP, INC.
$559
WK 1.25 08/15/28WORKIVA INC.
$554
BKRBAKER HUGHES HOLDINGS LLC
$554
HAE 2.5 06/01/29HAEMONETICS CORPORATION
$546
MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INCORPORATED
$541
BBARRICK MINING CORPORATION
$541
TPDSOMNIGROUP INTERNATIONAL INC.
$540
WDC 3 11/15/28WESTERN DIGITAL CORPORATION
$536
CMS 3.375 05/01/28CMS ENERGY CORPORATION
$534
VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE CORPORATION
$533
FRPTFRESHPET, INC.
$527
AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS, INC.
$526
EDGGOLD FIELDS LIMITED
$525
ZLABZAI LAB LIMITED
$524
EMEEMCOR GROUP, INC.
$523
DCBODOCEBO INC.
$519
TWLOTWILIO INC.
$513
BABA 0.5 06/01/31ALIBABA GROUP HOLDING LIMITED
$512
KVUEKENVUE INC.
$510
ITRI 0 03/15/26ITRON, INC.
$508
DKSDICK'S SPORTING GOODS, INC.
$507
IONS 0 04/01/26IONIS PHARMACEUTICALS, INC.
$506
PEGPUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
$498
CRVLCORVEL CORP.
$497
LGNDLIGAND PHARMACEUTICALS INCORPORATED
$490
UBER 0 12/15/25UBER TECHNOLOGIES, INC.
$490
MTH 1.75 05/15/28MERITAGE HOMES CORPORATION
$487
$487
SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES, INC.
$486
$485
ZBRAZEBRA TECHNOLOGIES CORPORATION
$483
EYPTEYEPOINT PHARMACEUTICALS, INC.
$482
$479
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
$477
VCYTVERACYTE, INC.
$465
TYLTYLER TECHNOLOGIES, INC.
$464
NSCNORFOLK SOUTHERN CORPORATION
$452
AUTLAUTOLUS THERAPEUTICS PLC
$450
DKNG 0 03/15/28DRAFTKINGS INC.
$445
CNP 4.25 08/15/26CENTERPOINT ENERGY, INC.
$439
ACTENACT HOLDINGS, INC.
$437
CWANCLEARWATER ANALYTICS HOLDINGS INC.
$437
MOSTHE MOSAIC COMPANY
$436
DYHTARGET CORPORATION
$432
TECK/BTECK RESOURCES LIMITED
$430
ADPTADAPTIVE BIOTECHNOLOGIES CORPORATION
$420
KHCTHE KRAFT HEINZ COMPANY
$419
EPAMEPAM SYSTEMS, INC.
$418
HRMYHARMONY BIOSCIENCES HOLDINGS INC.
$418
CSLCARLISLE COMPANIES INCORPORATED
$414
IBRXNANTKWEST, INC.
$413
CCTHE CHEMOURS COMPANY
$411
LHLABORATORY CORPORATION OF AMERICA HOLDINGS
$411
DALDELTA AIR LINES, INC.
$408
LMTLOCKHEED MARTIN CORPORATION
$408
KBIAKB FINANCIAL GROUP INC
$407
LVSLAS VEGAS SANDS CORP.
$403
CRUSCIRRUS LOGIC, INC.
$391
GLPGGALAPAGOS NV
$391
PDD 0 12/01/25PDD HOLDINGS INC.
$390
HLHECLA MINING COMPANY
$389
TSCOTRACTOR SUPPLY COMPANY
$388
TRPTC ENERGY CORPORATION
$387
THCTENET HEALTHCARE CORPORATION
$381
DNLIDENALI THERAPEUTICS INC.
$379
BCRXBIOCRYST PHARMACEUTICALS, INC.
$374
NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION
$374
HDBHDFC BANK LIMITED
$373
G4RABANCO DE CHILE
$371
STLDSTEEL DYNAMICS, INC.
$371
UALUNITED AIRLINES HOLDINGS, INC.
$370
NYTNEW YORK TIMES CO.
$370
NVRNVR INC.
$368
BEAMBEAM THERAPEUTICS INC.
$364
LPLALPL FINANCIAL HOLDINGS INC.
$364
ALSNALLISON TRANSMISSION HOLDINGS, INC.
$363
NEUNEWMARKET CORPORATION
$356
PPCPILGRIM'S PRIDE CORPORATION
$355
HALHALLIBURTON COMPANY
$354
CYTK 3.5 07/01/27CYTOKINETICS, INCORPORATED
$353
MGAMAGNA INTERNATIONAL INC.
$353
CACCCREDIT ACCEPTANCE CORP. MICH.
$351
CVLTCOMMVAULT SYSTEMS, INC.
$347
GLGLOBE LIFE INC.
$346
CHWYCHEWY, INC.
$345
MLIMUELLER INDUSTRIES, INC.
$342
BL 1 06/01/29BLACKLINE, INC.
$337
EVH 3.5 12/01/29EVOLENT HEALTH, INC.
$337
CVBFCVB FINANCIAL CORP.
$336
ORA 2.5 07/15/27ORMAT TECHNOLOGIES, INC.
$333
TMHCTAYLOR MORRISON HOME CORPORATION
$332
DAWNDAY ONE BIOPHARMACEUTICALS INC.
$331
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