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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
MSTR icon
151
Strategy Inc
MSTR
$33.5B
$271K 0.04%
670
-80
-11% -$29.1K
TMDX icon
152
Transmedics
TMDX
$2.5B
$268K 0.04%
2,000
-200
-9% -$22K
CI icon
153
Cigna
CI
$76.6B
$264K 0.04%
800
– –
FCX icon
154
Freeport-McMoran
FCX
$90B
$260K 0.04%
6,000
+2,000
+50% +$76K
SOFI icon
155
SoFi Technologies
SOFI
$21.1B
$255K 0.04%
14,000
+2,000
+17% +$26.4K
MMM icon
156
3M
MMM
$89B
$247K 0.04%
+1,625
New +$232K
XYL icon
157
Xylem
XYL
$28.5B
$246K 0.04%
1,900
-1,800
-49% -$218K
PSCH icon
158
Invesco S&P SmallCap Health Care ETF
PSCH
$161M
$244K 0.04%
6,100
– –
IREN icon
159
Iris Energy
IREN
$13.2B
$240K 0.04%
16,500
+6,500
+65% +$52.8K
EPI icon
160
WisdomTree India Earnings Fund ETF
EPI
$2.02B
$237K 0.04%
5,000
– –
URA icon
161
Global X Uranium ETF
URA
$5.52B
$237K 0.04%
6,100
+300
+5% +$8.71K
AMD icon
162
Advanced Micro Devices
AMD
$851B
$234K 0.04%
1,650
– –
NEM icon
163
Newmont
NEM
$98.2B
$233K 0.04%
+4,000
New +$214K
VZ icon
164
Verizon
VZ
$194B
$233K 0.04%
+5,380
New +$233K
STZ icon
165
Constellation Brands
STZ
$22.2B
$226K 0.04%
1,390
– –
WMT icon
166
Walmart Inc
WMT
$871B
$220K 0.03%
2,250
– –
NET icon
167
Cloudflare
NET
$93B
$215K 0.03%
1,100
+100
+10% +$14.5K
CLX icon
168
Clorox
CLX
$11.6B
$209K 0.03%
1,740
– –
BIIB icon
169
Biogen
BIIB
$29.9B
$207K 0.03%
1,650
– –
VLO icon
170
Valero Energy
VLO
$89.8B
$202K 0.03%
1,500
– –
IYW icon
171
iShares US Technology ETF
IYW
$23.7B
$201K 0.03%
1,160
– –
MPC icon
172
Marathon Petroleum
MPC
$90.3B
$199K 0.03%
1,200
– –
DB icon
173
Deutsche Bank
DB
$66.3B
$189K 0.03%
6,400
– –
HD icon
174
Home Depot
HD
$332B
$187K 0.03%
+510
New +$185K
MARA icon
175
Marathon Digital Holdings
MARA
$4.62B
$180K 0.03%
11,500
+6,000
+109% +$85.9K
5 6
7
8 9

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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.