TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Q2 2026 13F filing
Updated 34 days ago690 disclosed positions worth $354.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $61.2M | 305.8K | 17.25% | — |
| 2 | E ETHA ISHARES TR | $22.4M | 35.0K | 6.32% | — |
| 3 | M MSFT MICROSOFT CORP | $16.7M | 44.7K | 4.70% | — |
| 4 | A AAPL APPLE INC | $12.1M | 42.0K | 3.42% | — |
| 5 | O ONON ON HLDG AG | $9.9M | 280.1K | 2.80% | — |
| 6 | M MU MICRON TECHNOLOGY INC | $7.7M | 6.7K | 2.17% | — |
| 7 | A AVGO BROADCOM INC | $7.2M | 19.1K | 2.03% | — |
| 8 | A AMZN AMAZON COM INC | $6.6M | 27.6K | 1.86% | — |
| 9 | G GOOGN ALPHABET INC | $6.3M | 17.6K | 1.78% | — |
| 10 | M META META PLATFORMS INC | $6.1M | 10.9K | 1.73% | — |
| 11 | G GLD SPDR GOLD TR | $5.8M | 15.8K | 1.64% | — |
| 12 | L LLY ELI LILLY & CO | $5M | 4.2K | 1.41% | — |
| 13 | A AXON AXON ENTERPRISE INC | $4M | 7.2K | 1.13% | — |
| 14 | C CCJ CAMECO CORP | $3.8M | 37.1K | 1.06% | — |
| 15 | N NEMCL NEWMONT CORP | $3.6M | 38.8K | 1.02% | — |
| 16 | C CRWD CROWDSTRIKE HLDGS INC | $3.4M | 4.5K | 0.97% | — |
| 17 | D DBA INVESCO DB MULTI-SECTOR COMM | $3.2M | 120.6K | 0.91% | — |
| 18 | G GEV GE VERNOVA INC | $3.2M | 2.7K | 0.90% | — |
| 19 | A AMD ADVANCED MICRO DEVICES INC | $2.7M | 4.7K | 0.77% | — |
| 20 | A AEM AGNICO EAGLE MINES LTD | $2.6M | 16.7K | 0.73% | — |
| 21 | J JNJ JOHNSON & JOHNSON | $2.6M | 10.1K | 0.72% | — |
| 22 | U UNH UNITEDHEALTH GROUP INC | $2.5M | 6.1K | 0.71% | — |
| 23 | I ISRG INTUITIVE SURGICAL INC | $2.4M | 6.0K | 0.68% | — |
| 24 | A ABBV ABBVIE INC | $2.2M | 8.7K | 0.62% | — |
| 25 | G GOOGN ALPHABET INC | $2.2M | 6.1K | 0.61% | — |
| 26 | T TSLA TESLA INC | $2.2M | 5.1K | 0.61% | — |
| 27 | X XOM EXXON MOBIL CORP | $2.1M | 15.6K | 0.60% | — |
| 28 | N NOW SERVICENOW INC | $2M | 20.4K | 0.57% | — |
| 29 | C CSCO CISCO SYS INC | $1.9M | 16.4K | 0.54% | — |
| 30 | B B BARRICK MNG CORP | $1.9M | 52.3K | 0.54% | — |
| 31 | J JPM-PM JPMORGAN CHASE & CO | $1.8M | 5.6K | 0.52% | — |
| 32 | A AZN ASTRAZENECA PLC | $1.7M | 9.0K | 0.47% | — |
| 33 | P PL PLANET LABS PBC | $1.6M | 49.1K | 0.46% | — |
| 34 | C CRM SALESFORCE INC | $1.6M | 10.3K | 0.46% | — |
| 35 | M MRK MERCK & CO INC | $1.6M | 12.2K | 0.44% | — |
| 36 | V V VISA INC | $1.6M | 4.5K | 0.44% | — |
| 37 | W WPM WHEATON PRECIOUS METALS CORP | $1.5M | 13.7K | 0.43% | — |
| 38 | N NET CLOUDFLARE INC | $1.5M | 6.1K | 0.42% | — |
| 39 | D DXCM DEXCOM INC | $1.5M | 21.7K | 0.41% | — |
| 40 | T TJX TJX COS INC NEW | $1.4M | 9.2K | 0.39% | — |
| 41 | A AS AMER SPORTS INC | $1.4M | 41.0K | 0.39% | — |
| 42 | E ETHA ISHARES TR | $1.4M | 27.0K | 0.39% | — |
| 43 | G GMED GLOBAL X FDS | $1.4M | 17.6K | 0.38% | — |
| 44 | W WST WEST PHARMACEUTICAL SVSC INC | $1.3M | 3.7K | 0.38% | — |
| 45 | W WMT WALMART INC | $1.3M | 11.7K | 0.37% | — |
| 46 | P PANW PALO ALTO NETWORKS INC | $1.3M | 3.8K | 0.36% | — |
| 47 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.2M | 2.5K | 0.35% | — |
| 48 | E ETHA ISHARES INC | $1.2M | 35.5K | 0.35% | — |
| 49 | M MA MASTERCARD INCORPORATED | $1.2M | 2.3K | 0.33% | — |
| 50 | I INTC INTEL CORP | $1.2M | 8.4K | 0.33% | — |