PKO INVESTMENT MANAGEMENT JOINT-STOCK CO

PrivateCIK: 2059321
Location

WARSAW, R9

220
Positions
$1.19B
Total AUM (reported)
11.07M
Total Shares

Allocation by class

TOTAL AUM$1.19B220 positions
COM$772.31M65.0%
CORE S&P500 ETF$132.50M11.2%
CL A$61.16M5.1%
S&P 500 ETF SHS$29.14M2.5%
COM SHS$28.76M2.4%
COM NEW$23.13M1.9%
SPONSORED ADR$21.86M1.8%

Portfolio Concentration

Top 319.7%4–1018.6%11–2520.5%Rest41.2%TOP 1038.3%0%100%
Top 3$233.59M19.7%
4–10$221.04M18.6%
11–25$243.65M20.5%
Rest$489.95M41.2%

Top 3 weight

19.7%

Top 10 weight

38.3%

Voting Authority Distribution

Total shares with voting rights: 11.07M

Sole

Full voting authority

10.41M

shares

% of voting shares94.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

654.61K

shares

% of voting shares5.9%

Investment Discretion (by position count)

Sole220
Shared0
Other0
Dominant voting typeSole · 94.1% of voting shares
Institutional Holdings220
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares202.84K
TypeSH
Market value$132.50M
11.15%
Sole
0.00
Shared
0.00
None
202.84K

NVIDIA CORPORATION

SOLE
COM
Shares325K
TypeSH
Market value$56.68M
4.77%
Sole
325K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares175K
TypeSH
Market value$44.41M
3.74%
Sole
175K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares99K
TypeSH
Market value$36.65M
3.08%
Sole
99K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares177.68K
TypeSH
Market value$35.99M
3.03%
Sole
177.68K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
COM
Shares332.13K
TypeSH
Market value$35.95M
3.03%
Sole
332.13K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares146K
TypeSH
Market value$30.41M
2.56%
Sole
146K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares48.76K
TypeSH
Market value$29.14M
2.45%
Sole
0.00
Shared
0.00
None
48.76K

TESLA INC

SOLE
COM
Shares72.30K
TypeSH
Market value$26.88M
2.26%
Sole
72.30K
Shared
0.00
None
0.00

BARRICK MNG CORP

SOLE
COM SHS
Shares638.30K
TypeSH
Market value$26.03M
2.19%
Sole
638.30K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares41K
TypeSH
Market value$23.46M
1.97%
Sole
41K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares76K
TypeSH
Market value$21.85M
1.84%
Sole
76K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares68K
TypeSH
Market value$19.51M
1.64%
Sole
68K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares58K
TypeSH
Market value$17.95M
1.51%
Sole
58K
Shared
0.00
None
0.00

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares133.40K
TypeSH
Market value$17.47M
1.47%
Sole
133.40K
Shared
0.00
None
0.00

FRANCO NEV CORP

SOLE
COM
Shares70.52K
TypeSH
Market value$17.42M
1.47%
Sole
70.52K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares140K
TypeSH
Market value$17.40M
1.46%
Sole
140K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares94.42K
TypeSH
Market value$16.02M
1.35%
Sole
94.42K
Shared
0.00
None
0.00

KINROSS GOLD CORP

SOLE
COM
Shares514.20K
TypeSH
Market value$15.69M
1.32%
Sole
514.20K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares44K
TypeSH
Market value$14.86M
1.25%
Sole
44K
Shared
0.00
None
0.00

GOLD FIELDS LTD

SOLE
SPONSORED ADR
Shares304.96K
TypeSH
Market value$13.85M
1.17%
Sole
304.96K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares140K
TypeSH
Market value$13.46M
1.13%
Sole
140K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares12K
TypeSH
Market value$11.96M
1.01%
Sole
12K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares56.23K
TypeSH
Market value$11.64M
0.98%
Sole
56.23K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares76K
TypeSH
Market value$11.12M
0.94%
Sole
76K
Shared
0.00
None
0.00
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