Back to Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Q2 2026 13F filing
Updated 42 days ago27 disclosed positions worth $380.8M
Portfolio value
$380.8M
Total holdings
27
New positions
0
Closed positions
1
Increased
7
Decreased
3
Turnover
3.7%
Filed
2026-07-30
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $40.2M | 112.5K | 10.56% | Added(+71.7%) |
| 2 | M MU MICRON TECHNOLOGY INC | $35.8M | 31.0K | 9.40% | Trimmed(-31.1%) |
| 3 | A AMD ADVANCED MICRO DEVICES INC | $35.3M | 60.8K | 9.27% | Unchanged |
| 4 | M MRVL MARVELL TECHNOLOGY INC | $34.3M | 115.0K | 9.00% | Unchanged |
| 5 | N NVDA NVIDIA CORPORATION | $31.6M | 158.0K | 8.30% | Added(+105.2%) |
| 6 | M MSFT MICROSOFT CORP | $28.5M | 76.5K | 7.49% | Unchanged |
| 7 | A AMZN AMAZON COM INC | $26.2M | 110.0K | 6.88% | Added(+18.3%) |
| 8 | A AAPL APPLE INC | $20.8M | 72.0K | 5.47% | Added(+30.9%) |
| 9 | P PAY PAYMENTUS HOLDINGS INC | $17.7M | 733.5K | 4.65% | Unchanged |
| 10 | S SNOW SNOWFLAKE INC | $15.6M | 61.2K | 4.09% | Added(+56.9%) |
| 11 | P PAASF PAN AMERN SILVER CORP | $12.8M | 286.3K | 3.35% | Unchanged |
| 12 | F FCX FREEPORT MCMORAN INC | $11.2M | 178.3K | 2.94% | Unchanged |
| 13 | C CRM SALESFORCE INC | $11.1M | 71.0K | 2.92% | Added(+36.5%) |
| 14 | M MCHPP MICROCHIP TECHNOLOGY INC. | $9.6M | 105.0K | 2.51% | Unchanged |
| 15 | ? N/A DOORDASH INC | $9.2M | 50.1K | 2.43% | Unchanged |
| 16 | N NOW SERVICENOW INC | $8M | 80.5K | 2.10% | Added(+67.7%) |
| 17 | M MSCI MSCI INC | $6.3M | 11.2K | 1.64% | Unchanged |
| 18 | N NBIX NEUROCRINE BIOSCIENCES INC | $5.1M | 30.4K | 1.35% | Unchanged |
| 19 | D DECK DECKERS OUTDOOR CORP | $5.1M | 51.1K | 1.33% | Trimmed(-56.7%) |
| 20 | S SNDX SYNDAX PHARMACEUTICALS INC | $4.4M | 200.0K | 1.15% | Unchanged |
| 21 | C COP CONOCOPHILLIPS | $4M | 38.0K | 1.04% | Unchanged |
| 22 | S STLA STELLANTIS N.V | $2.3M | 400.0K | 0.59% | Unchanged |
| 23 | L LOGI LOGITECH INTL S A | $2.2M | 23.7K | 0.58% | Trimmed(-37.0%) |
| 24 | ? N/A NURIX THERAPEUTICS INC | $2.1M | 85.0K | 0.54% | Unchanged |
| 25 | T TDGMW TIDEWATER INC NEW | $648K | 9.7K | 0.17% | Unchanged |
| 26 | A ARVN ARVINAS INC | $478K | 57.5K | 0.13% | Unchanged |
| 27 | ? N/A C4 THERAPEUTICS INC | $397K | 85.0K | 0.10% | Unchanged |