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Generali Investments CEE, investicni spolecnost, a.s.

Q2 2026 13F filing

Updated 59 days ago

462 disclosed positions worth $2.1B

Portfolio value
$2.1B
Total holdings
462
New positions
17
Closed positions
17
Increased
82
Decreased
159
Turnover
7.4%
Filed
2026-07-13

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

Moneta Money Bank AS

-2.6%
Value
$94.5M
Shares
10.79M
% Port
4.49%
S
2.SPY

State Street SPDR S&P 500 ETF Trust

Unchanged
Value
$59.1M
Shares
79.1K
% Port
2.80%
?
3.N/A

Powszechna Kasa Oszczednosci Bank Polski SA

-3.2%
Value
$49M
Shares
1.79M
% Port
2.32%
?
4.N/A

OTP Bank Nyrt

-9.3%
Value
$42.4M
Shares
287.2K
% Port
2.01%
I
5.IVZ

Invesco S&P 500 Equal Weight ETF

Unchanged
Value
$41.3M
Shares
194.0K
% Port
1.96%
?
6.N/A

Bank Polska Kasa Opieki SA

-4.4%
Value
$33.1M
Shares
544.6K
% Port
1.57%
A
7.AMD

Advanced Micro Devices Inc

-19.7%
Value
$29.8M
Shares
51.3K
% Port
1.41%
Q
8.QQQ

Invesco QQQ Trust Series 1

+0.7%
Value
$29.5M
Shares
40.0K
% Port
1.40%
?
9.N/A

CEZ AS

+280.5%
Value
$28.2M
Shares
482.3K
% Port
1.34%
M
10.MSFT

MICROSOFT CORP

+37.4%
Value
$27.9M
Shares
74.7K
% Port
1.32%
N
11.NVDA

Nvidia Corp

+9.7%
Value
$27M
Shares
134.8K
% Port
1.28%
?
12.N/A

OMV AG

-1.5%
Value
$26M
Shares
412.9K
% Port
1.23%
?
13.N/A

Erste Bank Polska SA

-4.0%
Value
$25.9M
Shares
151.4K
% Port
1.23%
D
14.DELL

DELL TECHNOLOGIES INC - VMware Inc

-9.3%
Value
$25.4M
Shares
58.8K
% Port
1.20%
H

SK Hynix Inc

-2.2%
Value
$25.3M
Shares
14.1K
% Port
1.20%
?
16.N/A

Samsung Electronics Co Ltd

-12.0%
Value
$24.8M
Shares
4.6K
% Port
1.18%
A
17.AMZN

Amazon.com Inc

+1.7%
Value
$24.5M
Shares
102.9K
% Port
1.16%
?
18.N/A

Erste Group Bank AG

-18.4%
Value
$23.2M
Shares
173.2K
% Port
1.10%
?
19.N/A

iShares Nasdaq Biotechnology Index Fund

Unchanged
Value
$22.1M
Shares
116.1K
% Port
1.05%
?
20.N/A

PZU

+3.9%
Value
$21.2M
Shares
1.22M
% Port
1.01%
?
21.N/A

KGHM POLSKA MIEDZ S.A.

-9.3%
Value
$20.4M
Shares
232.3K
% Port
0.97%
E
22.ETHA

iShares S&P 500 Index FUND/USA

Unchanged
Value
$20.2M
Shares
27.0K
% Port
0.96%
I

InPost SA

-1.9%
Value
$19M
Shares
1.08M
% Port
0.90%
?
24.N/A

KOMERCNI BANKA, A.S.

+4.7%
Value
$18.4M
Shares
401.6K
% Port
0.87%
A
25.AAPL

Apple Inc

-3.9%
Value
$18M
Shares
62.1K
% Port
0.85%
I
26.INTC

Intel Corp

+7.4%
Value
$17.7M
Shares
126.9K
% Port
0.84%
S

SIEMENS AG

-6.0%
Value
$17.2M
Shares
53.5K
% Port
0.81%
?
28.N/A

Halyk Savings Bank of Kazakhstan JSC

+0.8%
Value
$16.6M
Shares
554.1K
% Port
0.79%
G
29.GRPN

Groupon Inc

+8.3%
Value
$16.6M
Shares
689.6K
% Port
0.79%
B

ANHEUSER-BUSCH INBEV NV

+10.8%
Value
$16.1M
Shares
194.4K
% Port
0.77%
A

ASML Holding NV

-18.3%
Value
$16.1M
Shares
8.2K
% Port
0.76%
A
32.AVGO

Broadcom Inc

-2.1%
Value
$15.7M
Shares
41.5K
% Port
0.74%
?
33.N/A

GEDEON RICHTER NYRT.

-4.4%
Value
$15.6M
Shares
403.3K
% Port
0.74%
?
34.N/A

LPP S.A.

-3.0%
Value
$15.2M
Shares
3.1K
% Port
0.72%
J

JPMorgan Chase & Co

+8.0%
Value
$14.8M
Shares
45.1K
% Port
0.70%
?
36.N/A

NAC Kazatomprom JSC

+8.6%
Value
$14.7M
Shares
213.3K
% Port
0.70%
?
37.N/A

Kaspi.KZ JSC

-11.2%
Value
$14.4M
Shares
166.6K
% Port
0.68%
?
38.N/A

CSG NV

+25.3%
Value
$13.6M
Shares
932.6K
% Port
0.65%
G

Alphabet Inc

-12.4%
Value
$13.4M
Shares
37.8K
% Port
0.63%
?
40.N/A

Vonovia SE

+0.1%
Value
$12.8M
Shares
522.4K
% Port
0.61%
?
41.N/A

iShares Global Clean Energy ETF

Unchanged
Value
$12.7M
Shares
619.0K
% Port
0.60%
?
42.N/A

iShares Latin America 40 ETF

Value
$12.5M
Shares
371.8K
% Port
0.60%
T
43.TTE

TOTALENERGIES SE

+16.9%
Value
$11.9M
Shares
153.1K
% Port
0.56%
E
44.EQIX

EQUINIX INC

-3.3%
Value
$11.9M
Shares
11.4K
% Port
0.56%
M
45.MU

Micron Technology Inc

+44.7%
Value
$11.8M
Shares
10.2K
% Port
0.56%
?
46.N/A

ADIDAS AG

-2.1%
Value
$11.6M
Shares
56.9K
% Port
0.55%
G

Alphabet Inc

-3.5%
Value
$11.5M
Shares
32.2K
% Port
0.55%
I
48.IBM

International Business Machines Corp

+10.0%
Value
$11.4M
Shares
40.6K
% Port
0.54%
?
49.N/A

ALLIANZ SE

-3.9%
Value
$11.4M
Shares
24.2K
% Port
0.54%
S

SAP SE

+7.0%
Value
$11.1M
Shares
72.2K
% Port
0.53%