Erste Asset Management GmbH Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$8.4B

Holdings

866

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (866 positions)

#StockSharesValue% PortfolioType
101
KOTHE COCA-COLA COMPANY
279,950$20.1M0.24%
102
ERIEERIE INDEMNITY COMPANY
37,000$20.0M0.24%
103
WDWALKER & DUNLOP INC.
174,694$19.8M0.24%
104
CRWDCROWDSTRIKE HOLDINGS, INC.
69,789$19.8M0.24%
105
DHID.R.HORTON, INC.
103,840$19.8M0.24%
106
UEOWESTLAKE CORPORATION
131,201$19.7M0.24%
107
CHHCHOICE HOTELS INTERNATIONAL, INC.
150,000$19.5M0.23%
108
ZTSZOETIS INC.
99,623$19.4M0.23%
109
TTDTHE TRADE DESK, INC.
175,000$19.2M0.23%
110
HNMORMAT TECHNOLOGIES, INC.
246,572$19.1M0.23%
111
PANWPALO ALTO NETWORKS, INC.
56,550$19.0M0.23%
112
IBPINSTALLED BUILDING PRODUCTS, INC.
75,527$18.8M0.23%
113
KNSLKINSALE CAPITAL GROUP, INC.
39,991$18.6M0.22%
114
FCFSFIRSTCASH, INC.
160,000$18.4M0.22%
115
TSMTAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
103,520$18.1M0.22%
116
XYZBLOCK, INC.
264,360$17.7M0.21%
117
CITHE CIGNA GROUP
50,724$17.6M0.21%
118
WMTWALMART INC.
216,857$17.4M0.21%
119
CSGPCOSTAR GROUP INC.
230,000$17.4M0.21%
120
TMUST-MOBILE US, INC.
83,100$17.1M0.21%
121
GWWW.W. GRAINGER, INC.
16,364$17.0M0.20%
122
ANETEURARISTA NETWORKS, INC
44,552$16.9M0.20%
123
AG8AGILENT TECHNOLOGIES, INC.
113,984$16.9M0.20%
124
LNGCHENIERE ENERGY, INC.
93,123$16.8M0.20%
125
PFEPFIZER INC.
576,743$16.8M0.20%
126
DUOLDUOLINGO INC.
59,504$16.6M0.20%
127
WMWASTE MANAGEMENT, INC.
79,047$16.2M0.19%
128
UTHUNITED THERAPEUTICS CORPORATION
45,266$16.2M0.19%
129
PLDPROLOGIS, INC.
127,809$16.1M0.19%
130
TREXTREX CORP INC.
236,193$16.0M0.19%
131
CLCOLGATE-PALMOLIVE COMPANY
153,714$15.9M0.19%
132
PSTGPURE STORAGE, INC.
316,200$15.9M0.19%
133
QCOMQUALCOMM INCORPORATED
91,944$15.7M0.19%
134
DYHTARGET CORPORATION
99,691$15.5M0.19%
135
ICEINTERCONTINENTAL EXCHANGE, INC.
96,125$15.4M0.18%
136
EAELECTRONIC ARTS INC.
105,718$15.2M0.18%
137
AMEAMETEK, INC.
87,230$15.0M0.18%
138
APDAIR PRODUCTS AND CHEMICALS, INC.
50,087$14.9M0.18%
139
TDTHE TORONTO-DOMINION BANK
231,213$14.6M0.18%
140
STZCONSTELLATION BRANDS, INC.
52,850$13.6M0.16%
141
PYPLPAYPAL HOLDINGS, INC.
169,766$13.4M0.16%
142
PETQEURPETIQ, INC.
432,816$13.3M0.16%
143
ZZILLOW GROUP, INC.
200,000$13.1M0.16%
144
ARRYARRAY TECHNOLOGIES, INC.
1,929,455$13.0M0.16%
145
TERTERADYNE, INC.
92,872$12.7M0.15%
146
MUMICRON TECHNOLOGY, INC.
117,563$12.6M0.15%
147
UUNITY SOFTWARE INC.
546,120$12.3M0.15%
148
VLOVALERO ENERGY CORPORATION
90,800$12.3M0.15%
149
CMICUMMINS INC.
36,455$11.9M0.14%
150
RSGREPUBLIC SERVICES, INC.
59,542$11.9M0.14%
151
NEMNEWMONT CORPORATION
218,993$11.8M0.14%
152
ARMARM HOLDINGS PLC
80,000$11.6M0.14%
153
ORLYO'REILLY AUTOMOTIVE, INC.
10,000$11.5M0.14%
154
KAIKADANT INC.
33,859$11.3M0.14%
155
CBOECBOE GLOBAL MARKETS, INC.
54,873$11.2M0.13%
156
BWABORGWARNER INC.
302,818$11.1M0.13%
157
CDNSCADENCE DESIGN SYSTEMS, INC.
39,779$10.9M0.13%
158
WTSWATTS WATER TECHNOLOGIES, INC.
52,015$10.8M0.13%
159
INFYINFOSYS LIMITED
480,000$10.7M0.13%
160
SPYSPDR S&P 500 ETF TRUST
18,260$10.5M0.13%
161
MCHIISHARES MSCI CHINA ETF
201,539$10.3M0.12%
162
AKXANSYS, INC.
31,559$10.2M0.12%
163
MIRMMIRUM PHARMACEUTICALS, INC.
260,000$10.1M0.12%
164
AEMAGNICO EAGLE MINES LIMITED
123,400$10.1M0.12%
165
EMREMERSON ELECTRIC CO.
92,375$10.1M0.12%
166
ALSTHE ALLSTATE CORPORATION
53,253$10.0M0.12%
167
AWCAMERICAN WATER WORKS COMPANY, INC.
67,222$9.8M0.12%
168
TJXTHE TJX COMPANIES, INC.
82,729$9.7M0.12%
169
CPCANADIAN PACIFIC RAILWAY COMPANY
113,558$9.7M0.12%
170
MLB1MERCADOLIBRE, INC.
4,696$9.7M0.12%
171
TEAMATLASSIAN CORPORATION
60,000$9.5M0.11%
172
IRMIRON MOUNTAIN INCORPORATED
81,400$9.5M0.11%
173
BABAALIBABA GROUP HOLDING LIMITED
88,819$9.5M0.11%
174
ENSENERSYS
92,905$9.4M0.11%
175
METMETLIFE, INC.
113,448$9.4M0.11%
176
OKEONEOK, INC.
103,291$9.3M0.11%
177
ARGXARGENX SE
16,800$9.0M0.11%
178
IMOIMPERIAL OIL LIMITED - COMPAGNIE PETROLIERE IMPERIALE LTEE
127,050$8.9M0.11%
179
BMYBRISTOL-MYERS SQUIBB COMPANY
173,374$8.8M0.11%
180
RYROYAL BANK OF CANADA
70,600$8.8M0.11%
181
INTCINTEL CORPORATION
371,729$8.8M0.10%
182
PEGPUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
98,500$8.7M0.10%
183
DELLDELL TECHNOLOGIES INC.
70,983$8.6M0.10%
184
IBNICICI BANK LIMITED
272,000$8.3M0.10%
185
RFREGIONS FINANCIAL CORPORATION
358,511$8.3M0.10%
186
CDWCDW CORPORATION
36,185$8.2M0.10%
187
PSAPUBLIC STORAGE OPERATING COMPANY
22,900$8.2M0.10%
188
WDAYWORKDAY, INC.
33,216$8.1M0.10%
189
AJGARTHUR J. GALLAGHER & CO.
28,700$8.0M0.10%
190
AAONAAON, INC.
74,420$8.0M0.10%
191
KELKELLANOVA
97,350$7.9M0.09%
192
TPICQTPI COMPOSITES, INC.
1,748,225$7.9M0.09%
193
YUMCYUM CHINA HOLDINGS, INC.
177,056$7.8M0.09%
194
UNPUNION PACIFIC CORPORATION
31,366$7.7M0.09%
195
ITGARTNER, INC.
15,000$7.6M0.09%
196
ILMNILLUMINA, INC.
57,582$7.5M0.09%
197
BBYBEST BUY CO., INC.
73,700$7.5M0.09%
198
BKTHE BANK OF NEW YORK MELLON CORPORATION
104,841$7.5M0.09%
199
AXPAMERICAN EXPRESS COMPANY
27,330$7.4M0.09%
200
MRVLMARVELL TECHNOLOGY GROUP LTD.
104,165$7.4M0.09%
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