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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002055882

Sava Infond d.o.o.

MARIBOR, 2A · File #028-24936

Latest AUM
$740.6M
Positions
222
Top-10 Concentration
58.8%
Filings
5

Sector Allocation

Technology
42.9%$317.6M
Healthcare
8.3%$61.4M
Financials
3.9%$29.0M
Energy
2.3%$17.4M
Materials
1.6%$12.1M
Industrials
1.2%$9.2M
Real Estate
0.6%$4.5M
Utilities
0.3%$1.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA316,820$59.1M9.71%
2ALPHABET INCGOOG170,560$53.4M8.77%
3BROADCOM INCAVGO124,460$43.1M7.08%
4ARISTA NETWORKS INCANET256,905$33.7M5.53%
5MICROSOFT CORPMSFT67,000$32.4M5.32%
6TAIWAN SEMICONDUCTOR MFG LTD874039100100,155$30.4M5.00%
7AMAZON COM INCAMZN126,420$29.2M4.79%
8META PLATFORMS INCMETA40,065$26.4M4.35%
9SERVICENOW INCNOW167,800$25.7M4.22%
10APPLE INCAAPL89,475$24.3M4.00%
11SALESFORCE INCCRM69,765$18.5M3.04%
12PALO ALTO NETWORKS INCPANW79,580$14.7M2.41%
13APPLIED MATLS INC03822210555,535$14.3M2.35%
14LAM RESEARCH CORPLRCX72,750$12.5M2.05%
15MARVELL TECHNOLOGY INCMRVL146,000$12.4M2.04%
16MERCADOLIBRE INCMELI5,945$12.0M1.97%
17ELI LILLY & COLLY9,350$10.0M1.65%
18ANALOG DEVICES INCADI33,825$9.2M1.51%
19JPMORGAN CHASE & CO.VYLD28,395$9.1M1.50%
20BLACKROCK INCBLK7,347$7.9M1.29%