GENERALI INVESTMENTS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH

PrivateCIK: 2043130
Location

WARSAW, R9

146
Positions
$193.73M
Total AUM (reported)
1.81M
Total Shares

Allocation by class

TOTAL AUM$193.73M146 positions
COM$149.89M77.4%
CL A$15.41M8.0%
CAP STK CL A$7.41M3.8%
COM NEW$5.24M2.7%
CL A COM$4.65M2.4%
COM SHS$2.67M1.4%
SHS$2.37M1.2%

Portfolio Concentration

Top 315.1%4–1017.9%11–2522.4%Rest44.6%TOP 1033.0%0%100%
Top 3$29.27M15.1%
4–10$34.65M17.9%
11–25$43.35M22.4%
Rest$86.46M44.6%

Top 3 weight

15.1%

Top 10 weight

33.0%

Voting Authority Distribution

Total shares with voting rights: 1.81M

Sole

Full voting authority

1.81M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole146
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings146
Rows:

MICROSOFT CORP

SOLE
COM
Shares30.30K
TypeSH
Market value$11.25M
5.81%
Sole
30.30K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares59.50K
TypeSH
Market value$10.38M
5.36%
Sole
59.50K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares36.70K
TypeSH
Market value$7.64M
3.95%
Sole
36.70K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares28K
TypeSH
Market value$7.41M
3.83%
Sole
28K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares19.45K
TypeSH
Market value$4.94M
2.55%
Sole
19.45K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares24.10K
TypeSH
Market value$4.90M
2.53%
Sole
24.10K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares44K
TypeSH
Market value$4.60M
2.37%
Sole
44K
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares17.87K
TypeSH
Market value$4.34M
2.24%
Sole
17.87K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares13.45K
TypeSH
Market value$4.28M
2.21%
Sole
13.45K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares10.70K
TypeSH
Market value$4.18M
2.16%
Sole
10.70K
Shared
0.00
None
0.00

HUBSPOT INC

SOLE
COM
Shares14.90K
TypeSH
Market value$3.64M
1.88%
Sole
14.90K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares35K
TypeSH
Market value$3.47M
1.79%
Sole
35K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares21.50K
TypeSH
Market value$3.45M
1.78%
Sole
21.50K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares9.20K
TypeSH
Market value$3.42M
1.77%
Sole
9.20K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares17.50K
TypeSH
Market value$3.40M
1.75%
Sole
17.50K
Shared
0.00
None
0.00

MICROCHIP TECHNOLOGY INC.

SOLE
COM
Shares51.40K
TypeSH
Market value$3.32M
1.71%
Sole
51.40K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares9.55K
TypeSH
Market value$3.26M
1.68%
Sole
9.55K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares6.40K
TypeSH
Market value$2.95M
1.52%
Sole
6.40K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
COM SHS
Shares16.90K
TypeSH
Market value$2.55M
1.32%
Sole
16.90K
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares21.50K
TypeSH
Market value$2.54M
1.31%
Sole
21.50K
Shared
0.00
None
0.00

ON SEMICONDUCTOR CORP

SOLE
COM
Shares40.10K
TypeSH
Market value$2.48M
1.28%
Sole
40.10K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares38K
TypeSH
Market value$2.38M
1.23%
Sole
38K
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares89K
TypeSH
Market value$2.36M
1.22%
Sole
89K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares42.50K
TypeSH
Market value$2.07M
1.07%
Sole
42.50K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares10K
TypeSH
Market value$2.06M
1.07%
Sole
10K
Shared
0.00
None
0.00
Page 1 of 6