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SI

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
EMR icon
126
Emerson Electric
EMR
$82.9B
$419K 0.07%
3,140
-3,500
-53% -$402K
VALE icon
127
Vale
VALE
$62.9B
$418K 0.07%
43,000
– –
CDNS icon
128
Cadence Design Systems
CDNS
$90B
$416K 0.07%
1,350
– –
UPS icon
129
United Parcel Service
UPS
$97.6B
$416K 0.07%
4,120
+2,450
+147% +$241K
KO icon
130
Coca-Cola
KO
$354B
$407K 0.06%
5,750
+3,900
+211% +$278K
EW icon
131
Edwards Lifesciences
EW
$47.6B
$391K 0.06%
5,000
– –
REGN icon
132
Regeneron Pharmaceuticals
REGN
$68.8B
$389K 0.06%
740
-60
-8% -$33.5K
SPOT icon
133
Spotify
SPOT
$99.2B
$368K 0.06%
480
+40
+9% +$25.7K
AMX icon
134
America Movil
AMX
$78.1B
$359K 0.06%
20,000
– –
CMCSA icon
135
Comcast
CMCSA
$79.1B
$352K 0.06%
9,870
+6,670
+208% +$231K
MRSH
136
Marsh
MRSH
$86.3B
$350K 0.05%
1,600
– –
WFG icon
137
West Fraser Timber
WFG
$5.18B
$343K 0.05%
4,700
– –
BBD icon
138
Banco Bradesco
BBD
$38.1B
$340K 0.05%
110,000
– –
BSAC icon
139
Banco Santander Chile
BSAC
$15.8B
$328K 0.05%
13,000
– –
EXAS
140
DELISTED
Exact Sciences
EXAS
$327K 0.05%
6,150
– –
V icon
141
Visa
V
$677B
$327K 0.05%
920
+460
+100% +$160K
IYR icon
142
iShares US Real Estate ETF
IYR
$4.59B
$303K 0.05%
3,200
– –
C icon
143
Citigroup
C
$222B
$298K 0.05%
3,500
– –
WTS icon
144
Watts Water Technologies
WTS
$11.5B
$295K 0.05%
1,200
– –
PBR icon
145
Petrobras
PBR
$121B
$288K 0.05%
23,000
– –
XLP icon
146
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$283K 0.04%
3,495
-470
-12% -$38.1K
TMUS icon
147
T-Mobile US
TMUS
$193B
$279K 0.04%
1,170
– –
CL icon
148
Colgate-Palmolive
CL
$72.6B
$275K 0.04%
+3,020
New +$276K
HIMS icon
149
Hims & Hers Health
HIMS
$6.5B
$274K 0.04%
5,500
-2,500
-31% -$113K
STN icon
150
Stantec
STN
$7.69B
$271K 0.04%
2,500
-1,000
-29% -$96.3K
4 5
6
7 8

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QC
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EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

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.