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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
+4.82%
1 Year Est. Return
+69.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$741M
AUM Growth
+$35.3M
Cap. Flow
+$16.1M
Cap. Flow %
2.18%
Top 10 Hldgs %
48.3%
Holding
231
New
19
Increased
67
Reduced
67
Closed
9

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.81M
2
TTE icon
TotalEnergies
TTE
+$3.05M
3
UNH icon
UnitedHealth
UNH
+$3.05M
4
SVM
Silvercorp Metals
SVM
+$2.36M
5
MELI icon
Mercado Libre
MELI
+$1.81M

Top Sells

Rank Stock Value
1
KKR icon
KKR & Co
KKR
+$2.34M
2
MRVL icon
Marvell Technology
MRVL
+$2.28M
3
PNC icon
PNC Financial Services
PNC
+$2.26M
4
ALB icon
Albemarle
ALB
+$2.03M
5
NVDA icon
NVIDIA
NVDA
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 49%
2 Communication Services 11.94%
3 Healthcare 9.25%
4 Consumer Discretionary 7.73%
5 Financials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CI icon
151
Cigna
CI
$76.6B
$292K 0.04%
1,060
– –
ADP icon
152
Automatic Data Processing
ADP
$100B
$283K 0.04%
+1,100
New +$293K
NXE icon
153
NexGen Energy
NXE
$6.05B
$276K 0.04%
30,000
+7,000
+30% +$61.8K
PBR icon
154
Petrobras
PBR
$121B
$273K 0.04%
23,000
– –
XLP icon
155
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$271K 0.04%
3,495
– –
MSTR icon
156
Strategy Inc
MSTR
$33.5B
$266K 0.04%
1,750
+900
+106% +$207K
ECL icon
157
Ecolab
ECL
$75.6B
$263K 0.04%
1,000
+400
+67% +$107K
B
158
Barrick Mining
B
$62.2B
$261K 0.04%
6,000
-2,000
-25% -$75K
XYL icon
159
Xylem
XYL
$28.5B
$259K 0.03%
1,900
– –
IBB icon
160
iShares Biotechnology ETF
IBB
$9.31B
$253K 0.03%
+1,500
New +$244K
MARA icon
161
Marathon Digital Holdings
MARA
$4.62B
$251K 0.03%
28,000
+8,000
+40% +$118K
WMT icon
162
Walmart Inc
WMT
$871B
$251K 0.03%
2,250
– –
DB icon
163
Deutsche Bank
DB
$66.3B
$249K 0.03%
6,400
– –
STN icon
164
Stantec
STN
$7.69B
$236K 0.03%
2,500
– –
IYW icon
165
iShares US Technology ETF
IYW
$23.7B
$232K 0.03%
1,160
– –
EPI icon
166
WisdomTree India Earnings Fund ETF
EPI
$2B
$231K 0.03%
5,000
– –
VZ icon
167
Verizon
VZ
$194B
$219K 0.03%
5,380
– –
POWL icon
168
Powell Industries
POWL
$8.46B
$207K 0.03%
1,950
+450
+30% +$50.5K
BX icon
169
Blackstone
BX
$104B
$207K 0.03%
1,340
+230
+21% +$35K
RY icon
170
Royal Bank of Canada
RY
$291B
$205K 0.03%
+1,200
New +$184K
XLK icon
171
State Street Technology Select Sector SPDR ETF
XLK
$115B
$202K 0.03%
1,400
– –
RGEN icon
172
Repligen
RGEN
$7.44B
$197K 0.03%
1,200
+1,000
+500% +$157K
BMRN icon
173
BioMarin Pharmaceuticals
BMRN
$11.5B
$193K 0.03%
3,250
– –
IREN icon
174
Iris Energy
IREN
$13.2B
$189K 0.03%
5,000
-4,500
-47% -$232K
BIDU icon
175
Baidu
BIDU
$35.8B
$183K 0.02%
+1,400
New +$174K
5 6
7
8 9

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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
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 Q4 2025 Portfolio in Review

As of Q4 2025, Sava Infond held 231 positions worth $741M, up 5% from $705M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Sava Infond's Q4 2025 filing shows 19 new, 67 increased, 67 reduced and 9 closed positions. Its largest new stake was TotalEnergies: 48,270 shares worth $3.15M. The largest sale was KKR & Co, an estimated $2.34M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, down from 52% a quarter earlier, followed by Communication Services and Healthcare.

  • Sava Infond's largest Q4 2025 buy was TotalEnergies: 48,270 shares worth $3.15M.
  • Sava Infond added most to Alphabet (Google) Class A in Q4 2025, an estimated $8.81M increase.
  • Sava Infond's biggest Q4 2025 reduction was Marvell Technology, cutting an estimated $2.28M.
  • Sava Infond fully exited KKR & Co in Q4 2025, selling an estimated $2.34M.
  • Sava Infond's ten largest holdings make up 48% of its $741M portfolio in Q4 2025.
  • Sava Infond opened 19 new positions and closed 9 in Q4 2025.
  • Sava Infond's portfolio value rose 5% quarter-over-quarter to $741M.

Based on Sava Infond's 13F filing for Q4 2025, filed 29 Jan 2026.