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Sava Infond Portfolio holdings

AUM $1.41B
1-Year Est. Return 69.95%
This Fund
S&P 500
This Quarter Est. Return
+21.32%
1 Year Est. Return
+69.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$640M
AUM Growth
+$116M
Cap. Flow
+$20.3M
Cap. Flow %
3.16%
Top 10 Hldgs %
47.61%
Holding
226
New
11
Increased
71
Reduced
48
Closed
10

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$4.02M
2
MRVL icon
Marvell Technology
MRVL
+$3.37M
3
CRM icon
Salesforce
CRM
+$3.06M
4
NOW icon
ServiceNow
NOW
+$2.42M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.92M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.36M
2
AAPL icon
Apple
AAPL
+$1.77M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.6M
4
MELI icon
Mercado Libre
MELI
+$782K
5
TSLA icon
Tesla
TSLA
+$753K

Sector Composition

Rank Sector Weight
1 Technology 51.15%
2 Communication Services 9.75%
3 Healthcare 8.99%
4 Consumer Discretionary 8.4%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XBI icon
226
State Street SPDR S&P Biotech ETF
XBI
$10.1B
– –
-2,550
Closed -$207K
6 7 8 9
10

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IAS
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SCM
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EWS
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TWM
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KC
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CBA
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Sava Infond's Q2 2025 Portfolio in Review

As of Q2 2025, Sava Infond held 226 positions worth $640M, up 22% from $524M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Sava Infond deployed $20.3M of net new capital in Q2 2025, opening 11 new positions and adding to 71 existing holdings. Its largest new stake was Nu Holdings: 60,000 shares worth $823K.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 46% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was Microsoft, an estimated $4.36M trimmed.

  • Sava Infond's largest Q2 2025 buy was Nu Holdings: 60,000 shares worth $823K.
  • Sava Infond added most to Arista Networks in Q2 2025, an estimated $4.02M increase.
  • Sava Infond's biggest Q2 2025 reduction was Microsoft, cutting an estimated $4.36M.
  • Sava Infond fully exited Paychex in Q2 2025, selling an estimated $293K.
  • Sava Infond's ten largest holdings make up 48% of its $640M portfolio in Q2 2025.
  • Sava Infond opened 11 new positions and closed 10 in Q2 2025.
  • Sava Infond's portfolio value rose 22% quarter-over-quarter to $640M.

Based on Sava Infond's 13F filing for Q2 2025, filed 22 Jul 2025.