SEC 13F Intelligence

Managers / Q2 2025 · view latest →

TRIGLAV INVESTMENTS, D.O.O.

CIK 0002056690 · DUNAJSKA CESTA 20, LJUBLJANA, 1000 · 00386 01 3007300

Reported Value
$1.4B
Q2 2025
Positions
131
Filings on Record
6
2019–present window
Filed
Aug 5, 2025
original filing

Summary

Triglav Investments, D.o.o. reported $1.4B in U.S.-listed holdings across 131 positions for Q2 2025.

Its largest position, NVDA, represents 9.9% of the portfolio.

Compared with Q1 2025, the fund opened 9 new positions and exited 10.

Portfolio Metrics

Turnover
+9.5%
vs prior filed quarter
Top-10 Concentration
+53.0%
share of reported value
Largest Position
+9.9%
Nvidia Corporation
New / Exited
9 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $1.3BQ4 ’24Q1 ’25: $1.2BQ1 ’25Q2 ’25: $1.4BQ2 ’25Q3 ’25: $1.5BQ3 ’25Q4 ’25: $1.6BQ4 ’25Q1 ’26: $1.4BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 94.1%ETP: 1.9%ADR: 1.7%Other: 1.5%REIT: 0.6%Other: 0.2%
  • Common Stock · 94.1% · $1.3B
  • ETP · 1.9% · $26M
  • ADR · 1.7% · $23M
  • Other · 1.5% · $21M
  • REIT · 0.6% · $8M
  • Other · 0.2% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
RLRALPH LAUREN CORPORATIONNEW+40.5K40.5K+$11M$11M
DASHDOORDASH INCNEW+30.5K30.5K+$8M$8M
EQIXEQUINIX, INC.NEW+9.0K9.0K+$7M$7M
BKNGBOOKING HOLDINGS INC.NEW+950950+$5M$5M
MRVLMARVELL TECHNOLOGY INCNEW+20.0K20.0K+$2M$2M
REGNREGENERON PHARMACEUTICALS, INC.NEW+2.5K2.5K+$1M$1M
UTHUNITED THERAPEUTICS CORPNEW+4.0K4.0K+$1M$1M
ROYAL CARIBBEAN CRUISES LTD.NEW+00+$0$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

49 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →Common9.90%$137M866.6K
2MSFTMICROSOFT CORPORATIONhistory →Common8.76%$121M243.6K
3AMZNAMAZON.COM, INC.history →Common6.34%$88M399.6K
4METAMETA PLATFORMS INChistory →Common5.74%$79M107.7K
5AAPLAPPLE INChistory →Common4.74%$66M319.4K
6AVGOBROADCOM INChistory →Common4.25%$59M213.2K
7JPMJPMORGAN CHASE & CO.history →Common4.00%$55M191.0K
8GOOGLALPHABET INC.Common3.80%$53M297.9K
9NFLXNETFLIX INChistory →Common3.51%$49M36.3K
10LLYELI LILLY AND COMPANYhistory →Common3.04%$42M54.0K
11VVISA INC.history →Common2.58%$36M100.5K
12GSTHE GOLDMAN SACHS GROUP, INC.history →Common2.02%$28M39.5K
13ORCLORACLE CORPORATIONhistory →Common1.90%$26M120.2K
14PLTRPALANTIR TECHNOLOGIES INChistory →Common1.87%$26M189.4K
15MAMASTERCARD INCORPORATEDhistory →Common1.86%$26M45.8K
16TSLATESLA MOTORS INChistory →Common1.72%$24M74.9K
17WMTWAL-MART STORES, INC.history →Common1.68%$23M237.6K
18EMREMERSON ELECTRIC CO.history →Common1.37%$19M141.8K
19CRMSALESFORCE.COM, INC.history →Common1.10%$15M55.7K
20DISWALT DISNEY CO/THEhistory →Common1.03%$14M114.7K
21UBERUBER TECHNOLOGIES INChistory →Common0.92%$13M136.3K
22LOWLOWE'S COMPANIES, INC.history →Common0.90%$12M55.9K
23HDTHE HOME DEPOT, INC.history →Common0.86%$12M32.5K
24SSGA FUNDS MANAGEMENT INCCommon0.84%$12M18.9K
25RLRALPH LAUREN CORPORATIONhistory →Common0.80%$11M40.5K
26CVSCVS HEALTH CORPhistory →Common0.74%$10M149.2K
27DEDEERE & COMPANYhistory →Common0.73%$10M19.8K
28IBMINTERNATIONAL BUSINESS MACHINES CORPORATIONCommon0.68%$9M32.0K
29TFCTRUSIT FINANCIAL CORPCommon0.68%$9M218.4K
30JNJJOHNSON & JOHNSONCommon0.67%$9M60.9K
31HONGBPHONEYWELL INTERNATIONAL INC.Common0.66%$9M39.4K
32TMOTHERMO FISHER SCIENTIFIC INC.Common0.66%$9M22.6K
33PWRQUANTA SERVICES, INC.Common0.57%$8M20.9K
34BLACKROCK FUND ADVISORSCommon0.56%$8M122.8K
35PFEPFIZER INC.Common0.55%$8M316.7K
36DASHDOORDASH INCCommon0.54%$8M30.5K
37CSCOCISCO SYSTEMS INC/DELAWARECommon0.54%$7M107.5K
38PGRPROGRESSIVE CORP/THECommon0.53%$7M27.4K
39CICIGNA CORPCommon0.52%$7M21.6K
40EQIXEQUINIX, INC.Common0.52%$7M9.0K
41MRKMERCK & CO., INC.Common0.50%$7M87.7K
42EATON CORPORATION PUBLIC LIMITED COMPANYCommon0.49%$7M19.1K
43MLB1MERCADOLIBRE INCCommon0.48%$7M2.5K
44AVYAVERY DENNISON CORPORATIONCommon0.48%$7M37.8K
45AZNNASTRAZENECA PLCCommon0.45%$6M89.0K
46QCOMQUALCOMM INCORPORATEDCommon0.44%$6M38.3K
47TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDCommon0.44%$6M26.9K
48ABGCENCORA INCCommon0.44%$6M20.2K
49COSTCOSTCO WHOLESALE CORPORATIONCommon0.42%$6M5.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.4B166May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B173Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B140Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B131Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B139May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.3B126Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.