13F filer

NLB Skladi, upravljanje premozenja, d.o.o

As of Sep 30, 2026 Filed Oct 22, 2026 CIK 2110897 SEC filings ↗
13F Value
$2.71B
Positions
361
Top Position
NVDA6.6%
Top 5
25.3%

Latest filing changes

vs Jun 30, 2026
1 META Meta Platforms +16.4%+$9.9M
2 MU Micron Technology +9.6%+$7.5M
3 GEV GE Vernova +219.2%+$5.4M
4 LITE Lumentum Hldgs +205.5%+$4.4M
5 MRVL Marvell Technology +17.5%+$4.3M
Holdings361
# Trend (4Q)
1 NVDA 6.6% $179.6M -0.4% 786.5K 6.0% Common Stock
2 AAPL 5.1% $137.3M -1.3% 412.4K 4.6% Common Stock
3 MSFT 4.8% $128.8M +0.6% 251.2K 3.5% Common Stock
4 TSM 4.7% $126.3M +0.2% 276.9K 5.0% ADR
5 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 333,829 reported quantity $114,863,882 reported value
4.2% $114.9M -1.7% 333.8K 4.6% Common Stock
6 AMZN 3.3% $90.3M +0.1% 362.3K 3.3% Common Stock
7 MU 3.2% $85.5M +9.6% 80.2K 3.2% Common Stock
8 AVGO 2.9% $79.3M -0.9% 225.7K 3.3% Common Stock
9 META 2.6% $70.2M +16.4% 96.8K 1.8% Common Stock
10 AMD 2.4% $65.4M -0.2% 106.9K 2.4% Common Stock
11 DELL 2.3% $62.9M +0.0% 116.9K 1.9% Common Stock
12 PLTR 1.8% $48.3M — 258.4K 1.1% Common Stock
13 LLY 1.6% $44.1M +5.9% 38.1K 1.6% Common Stock
14 LRCX
Filing details
  • 512807306 Sep 30, 2026 123,234 reported quantity $40,483,601 reported value
1.5% $40.5M +0.1% 123.2K 2.0% Common Stock
15 ANET
Filing details
  • 040413205 Sep 30, 2026 171,685 reported quantity $34,953,349 reported value
1.3% $35.0M -1.2% 171.7K 1.1% Common Stock
16 INTC 1.2% $33.7M -3.4% 280.4K 1.5% Common Stock
17 MRVL 1.1% $28.9M +17.5% 109.4K 1.1% Common Stock
18 CRWD 1.0% $28.3M -0.7% 106.9K 0.8% Common Stock
19 JPM 1.0% $28.0M -5.9% 84.6K 1.1% Common Stock
20 TSLA 1.0% $27.2M -0.2% 76.5K 1.2% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing15
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.