Erste Asset Management GmbH Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$8.2B

Holdings

828

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (828 positions)

StockValue
NVDANVIDIA CORPORATION
$407.9M
MSFTMICROSOFT CORP
$371.0M
AAPLAPPLE INC
$356.4M
GOOGLALPHABET INC
$247.6M
METAMETA PLATFORMS INC
$196.9M
PGRPROGRESSIVE CORP
$158.9M
VVISA INC
$154.6M
UNHUNITEDHEALTH GROUP INC
$122.5M
AVGOBROADCOM INC
$118.3M
NFLXNETFLIX INC
$113.6M
AMZNAMAZON COM INC
$107.4M
ADBEADOBE INC
$101.6M
COSTCOSTCO WHSL CORP NEW
$89.6M
LRCXLAM RESEARCH CORP
$87.3M
NOWSERVICENOW INC
$87.3M
AMATAPPLIED MATLS INC
$83.8M
ABTABBOTT LABS
$82.7M
KLACKLA CORP
$82.2M
CRMSALESFORCE INC
$80.8M
GOOGALPHABET INC
$78.7M
ADPAUTOMATIC DATA PROCESSING IN
$78.5M
SRPTSAREPTA THERAPEUTICS INC
$76.0M
MRSHMARSH & MCLENNAN COS INC
$75.3M
ACGLARCH CAP GROUP LTD
$72.0M
CITCINTAS CORP
$69.8M
FISVFISERV INC
$68.2M
BKNGBOOKING HOLDINGS INC
$66.7M
AGIOAGIOS PHARMACEUTICALS INC
$66.4M
AZOAUTOZONE INC
$63.4M
HDHOME DEPOT INC
$63.2M
AZNASTRAZENECA PLC
$63.2M
TPRTAPESTRY INC
$61.8M
BBWIBATH & BODY WORKS INC
$61.5M
MAMASTERCARD INCORPORATED
$61.3M
HASIHA SUSTAINABLE INFRA CAP INC
$58.0M
TXRHTEXAS ROADHOUSE INC
$57.3M
WABWABTEC
$57.0M
XYLXYLEM INC
$54.2M
ISRGINTUITIVE SURGICAL INC
$52.0M
MDGLMADRIGAL PHARMACEUTICALS INC
$51.3M
ORCLORACLE CORP
$50.8M
DGDOLLAR GEN CORP NEW
$49.2M
FSLRFIRST SOLAR INC
$47.8M
RUNSUNRUN INC
$47.3M
HESHESS CORP
$47.1M
LKQ1LKQ CORP
$45.5M
JPMJPMORGAN CHASE & CO.
$45.4M
SBUXSTARBUCKS CORP
$43.8M
DWDMORGAN STANLEY
$43.5M
EQIXEQUINIX INC
$42.3M
NXTNEXTRACKER INC
$39.7M
CATCATERPILLAR INC
$39.0M
SHWSHERWIN WILLIAMS CO
$38.9M
CSCOCISCO SYS INC
$38.6M
TMOTHERMO FISHER SCIENTIFIC INC
$38.3M
SPGIS&P GLOBAL INC
$38.1M
SYKSTRYKER CORPORATION
$37.6M
ITRIITRON INC
$37.6M
IBMINTERNATIONAL BUSINESS MACHS
$37.5M
PGPROCTER AND GAMBLE CO
$37.0M
GILDGILEAD SCIENCES INC
$36.9M
INTUINTUIT
$36.8M
SIMOSILICON MOTION TECHNOLOGY CO
$36.0M
BLKBLACKROCK INC
$35.7M
SABRSABRE CORP
$35.3M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$33.4M
TXNTEXAS INSTRS INC
$31.7M
BLMNBLOOMIN BRANDS INC
$30.3M
ECLECOLAB INC
$29.6M
REGNREGENERON PHARMACEUTICALS
$28.6M
RBLXROBLOX CORP
$27.5M
ANETARISTA NETWORKS INC
$27.3M
DARDARLING INGREDIENTS INC
$26.9M
VRTXVERTEX PHARMACEUTICALS INC
$26.5M
PEPPEPSICO INC
$26.4M
EAELECTRONIC ARTS INC
$26.4M
SNPSSYNOPSYS INC
$26.0M
DISDISNEY WALT CO
$26.0M
ADSKAUTODESK INC
$25.0M
ABBVABBVIE INC
$24.9M
AMGNAMGEN INC
$24.5M
MRKMERCK & CO INC
$24.3M
AMDADVANCED MICRO DEVICES INC
$24.1M
CRWDCROWDSTRIKE HLDGS INC
$23.8M
TAT&T INC
$23.5M
ZTSZOETIS INC
$23.3M
PANWPALO ALTO NETWORKS INC
$23.2M
NOVAQSUNNOVA ENERGY INTL INC.
$23.2M
XYZBLOCK INC
$23.1M
CTRACOTERRA ENERGY INC
$23.0M
ENPHENPHASE ENERGY INC
$22.6M
LLYELI LILLY & CO
$22.6M
PWRQUANTA SVCS INC
$22.5M
BSXBOSTON SCIENTIFIC CORP
$21.7M
CHHCHOICE HOTELS INTL INC
$21.2M
GHGUARDANT HEALTH INC
$21.1M
KNSLKINSALE CAP GROUP INC
$21.0M
RBCRBC BEARINGS INC
$20.5M
A4SAMERIPRISE FINL INC
$20.5M
SHLSSHOALS TECHNOLOGIES GROUP IN
$20.3M
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