NLB Skladi, upravljanje premozenja, d.o.o.
Q2 2026 13F filing
Updated 35 days ago358 disclosed positions worth $2.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $158M | 789.5K | 5.99% | — |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $131.9M | 276.3K | 5.00% | — |
| 3 | G GOOGN ALPHABET INC | $121.3M | 339.5K | 4.60% | — |
| 4 | A AAPL APPLE INC | $120.9M | 417.8K | 4.58% | — |
| 5 | M MSFT MICROSOFT CORP | $93.1M | 249.7K | 3.53% | — |
| 6 | A AMZN AMAZON COM INC | $86.3M | 361.9K | 3.27% | — |
| 7 | A AVGO BROADCOM INC | $86M | 227.7K | 3.26% | — |
| 8 | M MU MICRON TECHNOLOGY INC | $84.5M | 73.2K | 3.20% | — |
| 9 | A AMD ADVANCED MICRO DEVICES INC | $62.2M | 107.2K | 2.36% | — |
| 10 | L LRCX LAM RESEARCH CORP | $53.3M | 123.1K | 2.02% | — |
| 11 | D DELL DELL TECHNOLOGIES INC | $50.4M | 116.9K | 1.91% | — |
| 12 | M META META PLATFORMS INC | $46.8M | 83.2K | 1.78% | — |
| 13 | L LLY ELI LILLY & CO | $43.1M | 35.9K | 1.63% | — |
| 14 | I INTC INTEL CORP | $40.5M | 290.3K | 1.54% | — |
| 15 | T TSLA TESLA INC | $32.2M | 76.6K | 1.22% | — |
| 16 | P PLTR PALANTIR TECHNOLOGIES INC | $30.1M | 258.4K | 1.14% | — |
| 17 | A ANET ARISTA NETWORKS INC | $29.5M | 173.8K | 1.12% | — |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $29.4M | 89.9K | 1.12% | — |
| 19 | A AMAT APPLIED MATLS INC | $28.8M | 39.8K | 1.09% | — |
| 20 | M MRVL MARVELL TECHNOLOGY INC | $27.7M | 93.1K | 1.05% | — |
| 21 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $27.1M | 54.2K | 1.03% | — |
| 22 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $25.8M | 94.7K | 0.98% | — |
| 23 | G GE GE AEROSPACE | $25.4M | 67.9K | 0.96% | — |
| 24 | V V VISA INC | $24.8M | 72.2K | 0.94% | — |
| 25 | K KLAC KLA CORP | $24.4M | 80.8K | 0.92% | — |
| 26 | C CAT CATERPILLAR INC | $23.1M | 21.7K | 0.88% | — |
| 27 | P PANW PALO ALTO NETWORKS INC | $22.1M | 64.7K | 0.84% | — |
| 28 | Q QCOM QUALCOMM INC | $21M | 113.8K | 0.80% | — |
| 29 | C CRWD CROWDSTRIKE HLDGS INC | $20.5M | 26.9K | 0.78% | — |
| 30 | O ORCL-PD ORACLE CORP | $19.6M | 133.6K | 0.74% | — |
| 31 | U UNH UNITEDHEALTH GROUP INC | $18.8M | 45.3K | 0.71% | — |
| 32 | A ABBV ABBVIE INC | $18.4M | 73.1K | 0.70% | — |
| 33 | A APH AMPHENOL CORP | $18.4M | 104.2K | 0.70% | — |
| 34 | J JNJ JOHNSON & JOHNSON | $18M | 70.9K | 0.68% | — |
| 35 | N NEE-PS NEXTERA ENERGY INC | $16.5M | 188.5K | 0.63% | — |
| 36 | A AZN ASTRAZENECA PLC | $15.4M | 81.0K | 0.58% | — |
| 37 | F FCX FREEPORT MCMORAN INC | $15.2M | 240.9K | 0.57% | — |
| 38 | V VRT VERTIV HOLDINGS CO | $14.6M | 43.7K | 0.55% | — |
| 39 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $14.6M | 38.3K | 0.55% | — |
| 40 | C CSCO CISCO SYS INC | $14M | 118.8K | 0.53% | — |
| 41 | M MA MASTERCARD INCORPORATED | $13.9M | 27.0K | 0.53% | — |
| 42 | I ISRG INTUITIVE SURGICAL INC | $13.7M | 34.5K | 0.52% | — |
| 43 | N NOW SERVICENOW INC | $12M | 121.1K | 0.46% | — |
| 44 | M MRK MERCK & CO INC | $12M | 93.0K | 0.45% | — |
| 45 | T TMO THERMO FISHER SCIENTIFIC INC | $11.8M | 23.6K | 0.45% | — |
| 46 | X XOM EXXON MOBIL CORP | $11.5M | 84.4K | 0.44% | — |
| 47 | I IBM INTERNATIONAL BUSINESS MACHS | $11.4M | 40.5K | 0.43% | — |
| 48 | A ABT ABBOTT LABORATORIES | $11M | 121.5K | 0.42% | — |
| 49 | S SPY STATE STR SPDR S&P 500 ETF T | $10.7M | 14.3K | 0.41% | — |
| 50 | B BHPLF BHP BILLITON LIMITED | $10.6M | 127.7K | 0.40% | — |