The Analysis of TRIGLAV INVESTMENTS, D.O.O.'s Holdings & P&L


Currently, TRIGLAV INVESTMENTS, D.O.O. holds 166 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in TSM (+70.8K shares, valued at $23.9M), CAT (+19.3K shares, valued at $13.6M), RTX (+65.0K shares, valued at $12.5M); decreased their positions in JPM (-57.8K shares, valued at $17.0M), CRM (-63.9K shares, valued at $11.9M), ORCL (-79.7K shares, valued at $11.7M); initiated new positions in CAT (+19.3K shares, valued at $13.6M), RTX (+65.0K shares, valued at $12.5M), N/A (+36.6K shares, valued at $7.2M).


1M P&L
+92.4M+6.68%
3M P&L
+157.7M+11.96%
HY P&L
+227.1M+18.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors222.8M
19.2%
2Internet Retail105.8M
9.1%
3Software - Infrastructure93.6M
8.1%

Top Industries by Stock Count

1Semiconductors11 stocks
8.6%
2Drug Manufacturers - General7 stocks
5.5%
3N/A4 stocks
3.1%
Stock Holdings
NVDA
NVIDIA CORPORATION
9.24%
Shares800.7K
Event2026-03-31
Filed2026-05-04
AMZN
AMAZON.COM, INC.
10.10%
Shares455.5K
Event2026-03-31
Filed2026-05-04
MSFT
MICROSOFT CORPORATION
-3.63%
Shares240.8K
Event2026-03-31
Filed2026-05-04
AAPL
APPLE INC
-7.41%
Shares326.4K
Event2026-03-31
Filed2026-05-04
ALPHABET INC.
ALPHABET INC.
2.07%
Shares229.7K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
BROADCOM INC
6.72%
Shares170.7K
Event2026-03-31
Filed2026-05-04
META
META PLATFORMS INC
-3.21%
Shares86.6K
Event2026-03-31
Filed2026-05-04
LLY
ELI LILLY AND COMPANY
3.29%
Shares49.2K
Event2026-03-31
Filed2026-05-04
JPM
JPMORGAN CHASE & CO.
-28.98%
Shares141.7K
Event2026-03-31
Filed2026-05-04
WMT
WAL-MART STORES, INC.
5.23%
Shares311.5K
Event2026-03-31
Filed2026-05-04
GS
GOLDMAN SACHS GROUP INC/THE
-8.03%
Shares43.7K
Event2026-03-31
Filed2026-05-04
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
205.05%
Shares105.3K
Event2026-03-31
Filed2026-05-04
ALPHABET INC.
ALPHABET INC.
28.57%
Shares120.1K
Event2026-03-31
Filed2026-05-04
MU
MICRON TECHNOLOGY, INC.
42.05%
Shares84.6K
Event2026-03-31
Filed2026-05-04
TSLA
TESLA MOTORS INC
-8.16%
Shares76.2K
Event2026-03-31
Filed2026-05-04
JNJ
JOHNSON & JOHNSON
40.46%
Shares113.5K
Event2026-03-31
Filed2026-05-04
MERCK & CO., INC.
MERCK & CO., INC.
42.92%
Shares192.7K
Event2026-03-31
Filed2026-05-04
NFLX
NETFLIX INC
-24.83%
Shares219.4K
Event2026-03-31
Filed2026-05-04
V
VISA INC.
-19.77%
Shares57.3K
Event2026-03-31
Filed2026-05-04
CAT
CATERPILLAR INC.
New
Shares19.3K
Event2026-03-31
Filed2026-05-04
PWR
QUANTA SERVICES, INC.
5.38%
Shares24.2K
Event2026-03-31
Filed2026-05-04
RL
RALPH LAUREN CORPORATION
0.00%
Shares38.5K
Event2026-03-31
Filed2026-05-04
MA
MASTERCARD INCORPORATED
-28.99%
Shares26.2K
Event2026-03-31
Filed2026-05-04
RTX
RTX CORP
New
Shares65.0K
Event2026-03-31
Filed2026-05-04
EMR
EMERSON ELECTRIC CO.
-7.46%
Shares84.6K
Event2026-03-31
Filed2026-05-04
HD
THE HOME DEPOT, INC.
-27.93%
Shares32.5K
Event2026-03-31
Filed2026-05-04
UBER
UBER TECHNOLOGIES INC
-34.18%
Shares144.9K
Event2026-03-31
Filed2026-05-04
MCD
MCDONALD'S CORPORATION
16.13%
Shares33.3K
Event2026-03-31
Filed2026-05-04
TMO
THERMO FISHER SCIENTIFIC INC.
32.79%
Shares21.0K
Event2026-03-31
Filed2026-05-04
CENCORA INC
CENCORA INC
-3.64%
Shares31.8K
Event2026-03-31
Filed2026-05-04
PFE
PFIZER INC.
-23.83%
Shares316.7K
Event2026-03-31
Filed2026-05-04
HON
HONEYWELL INTERNATIONAL INC.
-10.38%
Shares38.9K
Event2026-03-31
Filed2026-05-04
KLAC
KLA Corp
122.18%
Shares5.9K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORPORATION
LAM RESEARCH CORPORATION
704.40%
Shares40.2K
Event2026-03-31
Filed2026-05-04
LOW
LOWE'S COMPANIES, INC.
-34.67%
Shares34.6K
Event2026-03-31
Filed2026-05-04
CVS
CVS HEALTH CORP
-2.59%
Shares113.0K
Event2026-03-31
Filed2026-05-04
DIS
WALT DISNEY CO/THE
-32.05%
Shares82.4K
Event2026-03-31
Filed2026-05-04
EATON CORPORATION PUBLIC LIMITED COMPANY
EATON CORPORATION PUBLIC LIMITED COMPANY
9.03%
Shares21.9K
Event2026-03-31
Filed2026-05-04
AMD
ADVANCED MICRO DEVICES INC
-7.96%
Shares37.1K
Event2026-03-31
Filed2026-05-04
CSCO
CISCO SYSTEMS INC/DELAWARE
-5.17%
Shares97.2K
Event2026-03-31
Filed2026-05-04
SPY
SSGA FUNDS MANAGEMENT INC
-40.22%
Shares11.4K
Event2026-03-31
Filed2026-05-04
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares36.6K
Event2026-03-31
Filed2026-05-04
BABA
ALIBABA GROUP HOLDING LIMITED
90.28%
Shares54.2K
Event2026-03-31
Filed2026-05-04
NEE
NEXTERA ENERGY INC
-0.57%
Shares71.1K
Event2026-03-31
Filed2026-05-04
SNDK
SANDISK CORP/DE
170.42%
Shares10.3K
Event2026-03-31
Filed2026-05-04
VRT
VERTIV HOLDINGS CO
New
Shares25.1K
Event2026-03-31
Filed2026-05-04
DH EUROPE FINANCE II SARL
DH EUROPE FINANCE II SARL
39.53%
Shares7.1M
Event2026-03-31
Filed2026-05-04
AMAT
APPLIED MATERIALS, INC.
62.86%
Shares17.7K
Event2026-03-31
Filed2026-05-04
PGR
PROGRESSIVE CORP/THE
4.75%
Shares28.8K
Event2026-03-31
Filed2026-05-04
IEV
BLACKROCK FUND ADVISORS
-32.33%
Shares83.6K
Event2026-03-31
Filed2026-05-04
PLD
PROLOGIS INC
-7.94%
Shares42.9K
Event2026-03-31
Filed2026-05-04
TENCENT HOLDINGS LTD
TENCENT HOLDINGS LTD
106.83%
Shares86.9K
Event2026-03-31
Filed2026-05-04
BAC
BANK OF AMERICA CORPORATION
-45.91%
Shares111.8K
Event2026-03-31
Filed2026-05-04
ABBV
ABBVIE INC.
-55.52%
Shares23.6K
Event2026-03-31
Filed2026-05-04
WDC
WESTERN DIGITAL CORPORATION
New
Shares18.7K
Event2026-03-31
Filed2026-05-04
BOOKING HOLDINGS INC.
BOOKING HOLDINGS INC.
11.11%
Shares5.0M
Event2026-03-31
Filed2026-05-04
IVV
BLACKROCK FUND ADVISORS
-1.13%
Shares7.4K
Event2026-03-31
Filed2026-05-04
EQIX
EQUINIX, INC.
-11.03%
Shares4.5K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PUBLIC LIMITED COMPANY
MEDTRONIC PUBLIC LIMITED COMPANY
0.91%
Shares49.1K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC.
CITIGROUP INC.
-56.12%
Shares35.7K
Event2026-03-31
Filed2026-05-04
MCK
MCKESSON CORPORATION
New
Shares4.2K
Event2026-03-31
Filed2026-05-04
LINDE PLC
LINDE PLC
2.50%
Shares7.0K
Event2026-03-31
Filed2026-05-04
INTC
INTEL CORPORATION
23.89%
Shares77.8K
Event2026-03-31
Filed2026-05-04
FSLR
FIRST SOLAR INC
-42.73%
Shares17.3K
Event2026-03-31
Filed2026-05-04
SE
SEA LTD
75.13%
Shares40.3K
Event2026-03-31
Filed2026-05-04
MS
MORGAN STANLEY
-55.79%
Shares20.2K
Event2026-03-31
Filed2026-05-04
KO
THE COCA-COLA COMPANY
2.57%
Shares38.9K
Event2026-03-31
Filed2026-05-04
LITE
LUMENTUM HOLDINGS INC.
New
Shares4.2K
Event2026-03-31
Filed2026-05-04
WELL
WELLTOWER INC.
-68.48%
Shares14.9K
Event2026-03-31
Filed2026-05-04
SPOT
SPOTIFY TECHNOLOGY SA
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-04
GM
GENERAL MOTORS COMPANY
2.94%
Shares39.0K
Event2026-03-31
Filed2026-05-04
TXN
TEXAS INSTRUMENTS INCORPORATED
-28.69%
Shares14.9K
Event2026-03-31
Filed2026-05-04
FORTIVE CORP
FORTIVE CORP
80.00%
Shares2.7M
Event2026-03-31
Filed2026-05-04
ORCL
ORACLE CORPORATION
-81.17%
Shares18.5K
Event2026-03-31
Filed2026-05-04
COST
COSTCO WHOLESALE CORPORATION
42.11%
Shares2.7K
Event2026-03-31
Filed2026-05-04
AMT
AMERICAN TOWER CORPORATION
2.47%
Shares15.3K
Event2026-03-31
Filed2026-05-04
ABT
ABBOTT LABORATORIES
-13.04%
Shares24.0K
Event2026-03-31
Filed2026-05-04
REGN
REGENERON PHARMACEUTICALS, INC.
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-04
UNH
UNITEDHEALTH GROUP INCORPORATED
-74.55%
Shares8.5K
Event2026-03-31
Filed2026-05-04
BIIB
BIOGEN INC.
2.46%
Shares12.4K
Event2026-03-31
Filed2026-05-04
GILD
GILEAD SCIENCES, INC.
-21.52%
Shares16.0K
Event2026-03-31
Filed2026-05-04
COMCAST CORPORATION
COMCAST CORPORATION
-36.25%
Shares2.5M
Event2026-03-31
Filed2026-05-04
DELL
DELL TECHNOLOGIES INC
30.00%
Shares13.0K
Event2026-03-31
Filed2026-05-04
GENERAL MILLS, INC.
GENERAL MILLS, INC.
0.00%
Shares2.1M
Event2026-03-31
Filed2026-05-04
IBN
ICICI BANK LIMITED
0.00%
Shares81.4K
Event2026-03-31
Filed2026-05-04
ISRG
INTUITIVE SURGICAL, INC.
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-04
FDX
FEDEX CORPORATION
2.49%
Shares5.8K
Event2026-03-31
Filed2026-05-04
WFC
WELLS FARGO & COMPANY
-64.86%
Shares26.0K
Event2026-03-31
Filed2026-05-04
UTHR
UNITED THERAPEUTICS CORP
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-04
HCA
HCA HEALTHCARE INC
97.77%
Shares4.2K
Event2026-03-31
Filed2026-05-04
VERIZON COMMUNICATIONS INC.
VERIZON COMMUNICATIONS INC.
0.00%
Shares2.0M
Event2026-03-31
Filed2026-05-04
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-42.63%
Shares20.0K
Event2026-03-31
Filed2026-05-04
PPG INDUSTRIES, INC.
PPG INDUSTRIES, INC.
0.00%
Shares2.0M
Event2026-03-31
Filed2026-05-04
DAR
DARLING INGREDIENTS INC.
0.00%
Shares31.0K
Event2026-03-31
Filed2026-05-04
QCOM
QUALCOMM INCORPORATED
-76.02%
Shares14.9K
Event2026-03-31
Filed2026-05-04
ASX
ASE TECHNOLOGY HOLDING CO LTD
12.90%
Shares87.5K
Event2026-03-31
Filed2026-05-04
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
2.50%
Shares40.7K
Event2026-03-31
Filed2026-05-04
BSX
BOSTON SCIENTIFIC CORPORATION
34.09%
Shares29.5K
Event2026-03-31
Filed2026-05-04
PLTR
PALANTIR TECHNOLOGIES INC
-65.92%
Shares11.9K
Event2026-03-31
Filed2026-05-04
DE
DEERE & COMPANY
2.70%
Shares2.8K
Event2026-03-31
Filed2026-05-04
FN
FABRINET
New
Shares3.0K
Event2026-03-31
Filed2026-05-04
VRTX
VERTEX PHARMACEUTICALS INCORPORATED
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-04
HDB
HDFC BANK LIMITED
0.00%
Shares60.8K
Event2026-03-31
Filed2026-05-04
INTERNATIONAL BUSINESS MACHINES CORP
INTERNATIONAL BUSINESS MACHINES CORP
0.00%
Shares1.5M
Event2026-03-31
Filed2026-05-04
TJX
THE TJX COMPANIES, INC.
-60.34%
Shares9.2K
Event2026-03-31
Filed2026-05-04
NU
NU HOLDINGS LTD/CAYMAN ISLANDS
14.45%
Shares101.0K
Event2026-03-31
Filed2026-05-04
EW
EDWARDS LIFESCIENCES CORPORATION
0.00%
Shares18.1K
Event2026-03-31
Filed2026-05-04
RMD
RESMED INC
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-04
AMGN
AMGEN INC.
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-04
EQUINIX EUROPE 2 FINANCING CORP LLC
EQUINIX EUROPE 2 FINANCING CORP LLC
0.00%
Shares1.4M
Event2026-03-31
Filed2026-05-04
AVY
AVERY DENNISON CORPORATION
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-04
INVESCO CAPITAL MANAGEMENT LLC
INVESCO CAPITAL MANAGEMENT LLC
-50.65%
Shares2.1K
Event2026-03-31
Filed2026-05-04
NBIX
NEUROCRINE BIOSCIENCES INC
-10.00%
Shares9.0K
Event2026-03-31
Filed2026-05-04
ELV
ELEVANCE HEALTH INC.
-12.66%
Shares4.0K
Event2026-03-31
Filed2026-05-04
DXCM
DEXCOM INC
0.00%
Shares18.5K
Event2026-03-31
Filed2026-05-04
NSC
NORFOLK SOUTHERN CORP
-44.44%
Shares4.0K
Event2026-03-31
Filed2026-05-04
XP
XP INC
30.41%
Shares60.0K
Event2026-03-31
Filed2026-05-04
CB
CHUBB LIMITED
New
Shares3.5K
Event2026-03-31
Filed2026-05-04
DHR
DANAHER CORPORATION
-67.91%
Shares6.0K
Event2026-03-31
Filed2026-05-04
Coherent Corp
Coherent Corp
New
Shares4.7K
Event2026-03-31
Filed2026-05-04
BOOKING HOLDINGS INC.
BOOKING HOLDINGS INC.
New
Shares1.0M
Event2026-03-31
Filed2026-05-04
CRH PUBLIC LIMITED COMPANY
CRH PUBLIC LIMITED COMPANY
-15.25%
Shares10.0K
Event2026-03-31
Filed2026-05-04
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-50.30%
Shares8.5K
Event2026-03-31
Filed2026-05-04
VISA INC.
VISA INC.
0.00%
Shares1.0M
Event2026-03-31
Filed2026-05-04
FIX
COMFORT SYSTEMS USA INC
New
Shares700
Event2026-03-31
Filed2026-05-04
YUMC
YUM CHINA HOLDINGS INC
0.00%
Shares19.7K
Event2026-03-31
Filed2026-05-04
INTERNATIONAL BUSINESS MACHINES CORP
INTERNATIONAL BUSINESS MACHINES CORP
0.00%
Shares1.0M
Event2026-03-31
Filed2026-05-04
CRM
SALESFORCE.COM, INC.
-92.75%
Shares5.0K
Event2026-03-31
Filed2026-05-04
BMRN
BIOMARIN PHARMACEUTICAL INC.
0.00%
Shares16.5K
Event2026-03-31
Filed2026-05-04
HSAI
HESAI GROUP
0.00%
Shares48.6K
Event2026-03-31
Filed2026-05-04
IREN
IREN LTD
New
Shares25.4K
Event2026-03-31
Filed2026-05-04
PEP
PEPSICO, INC.
51.42%
Shares5.6K
Event2026-03-31
Filed2026-05-04
CIEN
CIENA CORP
New
Shares2.2K
Event2026-03-31
Filed2026-05-04
AIR PRODUCTS AND CHEMICALS, INC.
AIR PRODUCTS AND CHEMICALS, INC.
0.00%
Shares1.0M
Event2026-03-31
Filed2026-05-04
ADI
ANALOG DEVICES, INC.
-27.47%
Shares2.7K
Event2026-03-31
Filed2026-05-04
AIR LEASE CORP
AIR LEASE CORP
New
Shares800.0K
Event2026-03-31
Filed2026-05-04
VEEV
VEEVA SYSTEMS INC
New
Shares4.5K
Event2026-03-31
Filed2026-05-04
MELI
MERCADOLIBRE INC
-40.56%
Shares425
Event2026-03-31
Filed2026-05-04
TEM
TEMPUS AI INC
New
Shares15.0K
Event2026-03-31
Filed2026-05-04
COIN
COINBASE GLOBAL INC
New
Shares3.6K
Event2026-03-31
Filed2026-05-04
NOW
SERVICENOW, INC.
-74.06%
Shares5.5K
Event2026-03-31
Filed2026-05-04
NXT
NEXTRACKER INC
-30.05%
Shares4.3K
Event2026-03-31
Filed2026-05-04
INTERNATIONAL BUSINESS MACHINES CORP
INTERNATIONAL BUSINESS MACHINES CORP
0.00%
Shares500.0K
Event2026-03-31
Filed2026-05-04
AT&T INC.
AT&T INC.
-80.16%
Shares500.0K
Event2026-03-31
Filed2026-05-04
FIDELITY NATIONAL INFORMATION SERVICES, INC.
FIDELITY NATIONAL INFORMATION SERVICES, INC.
New
Shares500.0K
Event2026-03-31
Filed2026-05-04
TTEK
TETRA TECH, INC.
-52.12%
Shares15.4K
Event2026-03-31
Filed2026-05-04
VRSK
VERISK ANALYTICS, INC.
-50.25%
Shares2.4K
Event2026-03-31
Filed2026-05-04
CLH
CLEAN HARBORS INC
7.36%
Shares1.5K
Event2026-03-31
Filed2026-05-04
CCJ
CAMECO CORPORATION
New
Shares3.9K
Event2026-03-31
Filed2026-05-04
SEI
Solaris Energy Infrastructure Inc
New
Shares7.3K
Event2026-03-31
Filed2026-05-04
TEVA
TEVA PHARMACEUTICAL INDUSTRIES LIMITED
162.42%
Shares13.1K
Event2026-03-31
Filed2026-05-04
TER
TERADYNE INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-04
BOOKING HOLDINGS INC.
BOOKING HOLDINGS INC.
0.00%
Shares300.0K
Event2026-03-31
Filed2026-05-04
UEC
URANIUM ENERGY CORP
71.66%
Shares23.3K
Event2026-03-31
Filed2026-05-04
BE
BLOOM ENERGY CORP
16.63%
Shares2.2K
Event2026-03-31
Filed2026-05-04
NTRA
NATERA INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-04
XYL
XYLEM INC.
-62.73%
Shares2.5K
Event2026-03-31
Filed2026-05-04
LSCC
LATTICE SEMICONDUCTOR CORP
New
Shares2.8K
Event2026-03-31
Filed2026-05-04
PUBLIC STORAGE OPERATING CO
PUBLIC STORAGE OPERATING CO
0.00%
Shares250.0K
Event2026-03-31
Filed2026-05-04
RUN
SUNRUN INC
50.67%
Shares15.1K
Event2026-03-31
Filed2026-05-04
EMERSON ELECTRIC CO.
EMERSON ELECTRIC CO.
0.00%
Shares200.0K
Event2026-03-31
Filed2026-05-04
CRDO
CREDO TECHNOLOGY GROUP HOLDING LTD
New
Shares2.0K
Event2026-03-31
Filed2026-05-04
BIDU
BAIDU INC
New
Shares1.4K
Event2026-03-31
Filed2026-05-04
CEG
CONSTELLATION ENERGY CORP
-31.20%
Shares344
Event2026-03-31
Filed2026-05-04
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND
0.00%
Shares365
Event2026-03-31
Filed2026-05-04
RACE
FERRARI NV
0.00%
Shares19
Event2026-03-31
Filed2026-05-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TRIGLAV INVESTMENTS, D.O.O. Institutional Holdings, Portfolio & P&L β€” TradeFomo