NLB Skladi, upravljanje premozenja, d.o.o. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NLB Skladi, upravljanje premozenja, d.o.o. opened 34 positions, added to 89, reduced 108, sold out of 13 and left 63 unchanged. The largest increase in value was MU (+$61,104,549); the largest decrease was HONZZZZ (-$14,287,582).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 69,147; Shares 2026-06-30 73,175.
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 116,234; Shares 2026-06-30 123,064.
- MRVL: Country of operation United States; Class COM; Shares 2026-03-31 80,109; Shares 2026-06-30 93,091.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 413,090; Shares 2026-06-30 417,786.
Two Form 13F-HR filings compared (SEC CIK 2110897): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 69,147 | 73,175 | +4,028 | $23,360,622 | $84,465,171 | +$61,104,549 |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 116,234 | 123,064 | +6,830 | $24,834,556 | $53,327,323 | +$28,492,767 |
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MRVL
MARVELL TECHNOLOGY INC | United States | COM | 80,109 | 93,091 | +12,982 | $7,934,796 | $27,730,878 | +$19,796,082 |
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AAPL
APPLE INC | United States | COM | 413,090 | 417,786 | +4,696 | $104,838,111 | $120,890,557 | +$16,052,446 |
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KLAC
KLA CORP | United States | COM NEW | 8,081 | 80,810 | +72,729 | $11,898,545 | $24,381,185 | +$12,482,640 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 60,510 | 64,715 | +4,205 | $9,700,963 | $22,069,109 | +$12,368,146 |
|---|
AMZN
AMAZON COM INC | United States | COM | 359,693 | 361,898 | +2,205 | $74,913,261 | $86,254,769 | +$11,341,508 |
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CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 26,355 | 26,914 | +559 | $10,289,256 | $20,539,150 | +$10,249,894 |
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ANET
ARISTA NETWORKS INC | United States | COM SHS | 167,352 | 173,835 | +6,483 | $20,547,479 | $29,531,090 | +$8,983,611 |
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CAT
CATERPILLAR INC | United States | COM | 21,241 | 21,737 | +496 | $15,048,399 | $23,147,731 | +$8,099,332 |
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QCOM
QUALCOMM INC | United States | COM | 104,236 | 113,830 | +9,594 | $13,423,512 | $21,034,646 | +$7,611,134 |
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PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 257,872 | 258,378 | +506 | $37,721,516 | $30,144,961 | -$7,576,555 |
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UNH
UNITEDHEALTH GROUP INC | United States | COM | 42,857 | 45,258 | +2,401 | $11,596,676 | $18,810,583 | +$7,213,907 |
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VRT
VERTIV HOLDINGS CO | United States | COM CL A | 30,833 | 43,694 | +12,861 | $7,726,133 | $14,629,625 | +$6,903,492 |
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MSFT
MICROSOFT CORP | United States | COM | 233,204 | 249,672 | +16,468 | $86,325,125 | $93,132,649 | +$6,807,524 |
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GE
GE AEROSPACE | United States | COM NEW | 66,914 | 67,914 | +1,000 | $18,988,186 | $25,381,499 | +$6,393,313 |
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PWR
QUANTA SVCS INC | United States | COM | 9,947 | 14,758 | +4,811 | $5,461,102 | $10,626,350 | +$5,165,248 |
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TSLA
TESLA INC | United States | COM | 75,459 | 76,648 | +1,189 | $28,051,883 | $32,238,149 | +$4,186,266 |
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V
VISA INC | United States | COM CL A | 70,307 | 72,168 | +1,861 | $21,249,588 | $24,760,119 | +$3,510,531 |
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ROK
ROCKWELL AUTOMATION INC | United States | COM | 20,562 | 21,462 | +900 | $7,379,291 | $10,625,407 | +$3,246,116 |
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SCCO
SOUTHERN COPPER CORP | United States | COM | 11,803 | 29,691 | +17,888 | $2,030,824 | $5,173,954 | +$3,143,130 |
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USAR
USA RARE EARTH INC | United States | COM | 37,000 | 162,223 | +125,223 | $559,995 | $3,500,772 | +$2,940,777 |
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COHR
COHERENT CORP | United States | COM | 12,100 | 14,232 | +2,132 | $2,882,341 | $5,614,097 | +$2,731,756 |
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NUE
NUCOR CORP | United States | COM | 29,706 | 34,381 | +4,675 | $5,023,285 | $7,658,368 | +$2,635,083 |
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INTU
INTUIT | United States | COM | 15,345 | 16,294 | +949 | $6,634,871 | $4,252,734 | -$2,382,137 |
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NFLX
NETFLIX INC. | United States | COM | 121,520 | 131,194 | +9,674 | $11,684,148 | $9,367,252 | -$2,316,896 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 64,451 | 70,897 | +6,446 | $15,754,402 | $18,005,711 | +$2,251,309 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 85,548 | 121,506 | +35,958 | $8,783,213 | $11,025,454 | +$2,242,241 |
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FCX
FREEPORT MCMORAN INC | United States | CL B | 220,847 | 240,938 | +20,091 | $12,981,387 | $15,152,591 | +$2,171,204 |
|---|
CCJ
CAMECO CORP | | COM | 40,502 | 63,983 | +23,481 | $4,398,963 | $6,523,625 | +$2,124,662 |
|---|
SNOW
SNOWFLAKE INC | United States | COM SHS | 19,490 | 19,856 | +366 | $2,939,482 | $5,053,352 | +$2,113,870 |
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HIMS
HIMS & HERS HEALTH INC | United States | COM CL A | 40,000 | 81,531 | +41,531 | $830,400 | $2,826,680 | +$1,996,280 |
|---|
NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 2,221 | 7,833 | +5,612 | $230,451 | $2,163,240 | +$1,932,789 |
|---|
ETN
EATON CORP PLC | | SHS | 14,552 | 16,683 | +2,131 | $5,204,814 | $7,108,960 | +$1,904,146 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 16,762 | 28,460 | +11,698 | $2,196,157 | $4,074,049 | +$1,877,892 |
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ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 33,763 | 34,452 | +689 | $15,564,405 | $13,700,871 | -$1,863,534 |
|---|
TTWO
TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 30,917 | 31,705 | +788 | $6,106,108 | $7,925,616 | +$1,819,508 |
|---|
RACE
FERRARI N V | | COM | 11,489 | 14,203 | +2,714 | $3,888,452 | $5,287,635 | +$1,399,183 |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 1,516 | 6,748 | +5,232 | $374,573 | $1,757,449 | +$1,382,876 |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 35,000 | 47,597 | +12,597 | $833,350 | $2,147,101 | +$1,313,751 |
|---|
GEV
GE VERNOVA INC | United States | COM | 1,996 | 2,598 | +602 | $1,742,308 | $3,052,286 | +$1,309,978 |
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CRH
CRH PLC | | ORD | 20,452 | 30,434 | +9,982 | $2,149,914 | $3,256,438 | +$1,106,524 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 1,332 | 37,331 | +35,999 | $5,608,146 | $6,653,877 | +$1,045,731 |
|---|
PLD
PROLOGIS INC. | United States | COM | 16,050 | 23,250 | +7,200 | $2,121,489 | $3,149,678 | +$1,028,189 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 17,756 | 18,920 | +1,164 | $8,802,715 | $9,818,345 | +$1,015,630 |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 12,942 | 13,146 | +204 | $2,566,269 | $1,635,888 | -$930,381 |
|---|
NET
CLOUDFLARE INC | United States | CL A COM | 17,004 | 17,957 | +953 | $3,508,605 | $4,404,493 | +$895,888 |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 99,406 | 111,159 | +11,753 | $7,150,274 | $8,021,233 | +$870,959 |
|---|
Q
QNITY ELECTRONICS INC | United States | COMMON STOCK | 9,600 | 11,748 | +2,148 | $1,107,648 | $1,918,566 | +$810,918 |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 7,789 | 9,549 | +1,760 | $2,496,764 | $3,287,912 | +$791,148 |
|---|
DDOG
DATADOG INC | United States | CL A COM | 2,945 | 3,798 | +853 | $347,657 | $988,847 | +$641,190 |
|---|
BWXT
BWX TECHNOLOGIES INC | United States | COM | 26,894 | 31,524 | +4,630 | $5,499,554 | $6,136,147 | +$636,593 |
|---|
UNP
UNION PAC CORP | United States | COM | 13,563 | 14,367 | +804 | $3,290,655 | $3,907,824 | +$617,169 |
|---|
COIN
COINBASE GLOBAL INC | United States | COM CL A | 40,307 | 52,032 | +11,725 | $7,038,005 | $7,606,558 | +$568,553 |
|---|
BN
BROOKFIELD CORP | | CL A LTD VT SH | 115,029 | 122,466 | +7,437 | $4,655,464 | $5,220,472 | +$565,008 |
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TTE
TOTALENERGIES SE | | ACT | 45,767 | 47,879 | +2,112 | $4,279,460 | $3,721,856 | -$557,604 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 12,056 | 13,770 | +1,714 | $5,846,075 | $6,322,220 | +$476,145 |
|---|
RTX
RTX CORPORATION | United States | COM | 31,000 | 34,000 | +3,000 | $5,979,900 | $6,450,820 | +$470,920 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 183,124 | 188,470 | +5,346 | $17,008,557 | $16,542,012 | -$466,545 |
|---|
TDY
TELEDYNE TECHNOLOGIES INC | United States | COM | 1,900 | 2,380 | +480 | $1,149,519 | $1,587,222 | +$437,703 |
|---|
PRIM
PRIMORIS SVCS CORP | United States | COM | 11,065 | 11,975 | +910 | $1,582,738 | $1,186,962 | -$395,776 |
|---|
META
META PLATFORMS INC | United States | CL A | 81,226 | 83,169 | +1,943 | $46,471,831 | $46,848,266 | +$376,435 |
|---|
NBIX
NEUROCRINE BIOSCIENCES INC | United States | COM | 6,288 | 7,000 | +712 | $828,381 | $1,179,745 | +$351,364 |
|---|
MCK
MCKESSON CORP | United States | COM | 6,883 | 7,487 | +604 | $5,956,273 | $5,657,177 | -$299,096 |
|---|
ORCL
ORACLE CORP | United States | COM | 131,206 | 133,574 | +2,368 | $19,301,715 | $19,575,270 | +$273,555 |
|---|
EME
EMCOR GROUP INC | United States | COM | 914 | 1,095 | +181 | $674,815 | $908,719 | +$233,904 |
|---|
BA
BOEING CO | United States | COM | 6,337 | 6,822 | +485 | $1,261,253 | $1,476,758 | +$215,505 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 12,999 | 14,187 | +1,188 | $4,271,341 | $4,466,635 | +$195,294 |
|---|
SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 61,840 | 62,539 | +699 | $7,335,423 | $7,147,596 | -$187,827 |
|---|
CRCL
CIRCLE INTERNET GROUP INC | United States | COM CL A | 15,363 | 20,410 | +5,047 | $1,465,784 | $1,278,278 | -$187,506 |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 16,917 | 17,391 | +474 | $1,491,403 | $1,313,194 | -$178,209 |
|---|
RJF
RAYMOND JAMES FINL INC | United States | COM | 9,500 | 10,200 | +700 | $1,375,505 | $1,550,706 | +$175,201 |
|---|
NEM
NEWMONT CORP | United States | COM | 2,800 | 5,000 | +2,200 | $303,100 | $467,000 | +$163,900 |
|---|
BIIB
BIOGEN INC | United States | COM | 3,055 | 3,293 | +238 | $560,073 | $711,486 | +$151,413 |
|---|
NOW
SERVICENOW INC | United States | COM | 113,651 | 121,086 | +7,435 | $11,882,212 | $12,021,418 | +$139,206 |
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AA
ALCOA CORP | United States | COM | 28,142 | 38,453 | +10,311 | $1,866,659 | $2,004,939 | +$138,280 |
|---|
ENB
ENBRIDGE INC | | COM | 8,007 | 10,375 | +2,368 | $433,500 | $562,962 | +$129,462 |
|---|
XYL
XYLEM INC | United States | COM | 2,000 | 3,000 | +1,000 | $239,000 | $354,630 | +$115,630 |
|---|
O
REALTY INCOME CORP | United States | COM | 17,582 | 19,136 | +1,554 | $1,075,667 | $1,185,667 | +$110,000 |
|---|
ZS
ZSCALER INC | United States | COM | 21,620 | 22,251 | +631 | $3,033,070 | $3,140,729 | +$107,659 |
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CTVA
CORTEVA INC | United States | COM | 4,565 | 5,300 | +735 | $382,136 | $448,857 | +$66,721 |
|---|
B
BARRICK MNG CORP | | COM SHS | 12,000 | 15,000 | +3,000 | $489,461 | $551,427 | +$61,966 |
|---|
CTMX
CYTOMX THERAPEUTICS INC. | United States | COM | 111,111 | 125,000 | +13,889 | $522,222 | $468,750 | -$53,472 |
|---|
NKE
NIKE INC | United States | CL B | 10,224 | 11,953 | +1,729 | $540,032 | $490,671 | -$49,361 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 7,000 | 7,400 | +400 | $509,460 | $550,116 | +$40,656 |
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FNV
FRANCO NEV CORP | | COM | 2,150 | 2,606 | +456 | $531,164 | $543,719 | +$12,555 |
|---|
NDAQ
NASDAQ INC | United States | COM | 15,000 | 16,000 | +1,000 | $1,273,350 | $1,261,120 | -$12,230 |
|---|
BMNR
BITMINE IMMERSION TECHS INC | United States | COM NEW | 71,338 | 106,208 | +34,870 | $1,411,066 | $1,413,628 | +$2,562 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 3,143 | 3,895 | +752 | $2,428,408 | $2,428,688 | +$280 |
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