TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

PrivateCIK: 2071170
687
Positions
$297.65M
Total AUM (reported)
2.70M
Total Shares

Allocation by class

TOTAL AUM$297.65M687 positions
COM$231.39M77.7%
CL A$12.17M4.1%
NAMEN AKT A$9.53M3.2%
COM NEW$8.52M2.9%
COM SHS$5.96M2.0%
CAP STK CL A$4.72M1.6%
COM CL A$3.94M1.3%

Portfolio Concentration

Top 329.6%4–1015.9%11–2513.5%Rest41.0%TOP 1045.5%0%100%
Top 3$88.25M29.6%
4–10$47.26M15.9%
11–25$40.04M13.5%
Rest$122.09M41.0%

Top 3 weight

29.6%

Top 10 weight

45.5%

Voting Authority Distribution

Total shares with voting rights: 2.70M

Sole

Full voting authority

2.55M

shares

% of voting shares94.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

147.24K

shares

% of voting shares5.5%

Investment Discretion (by position count)

Sole687
Shared0
Other0
Dominant voting typeSole · 94.5% of voting shares
Institutional Holdings687
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares281.88K
TypeSH
Market value$49.16M
16.52%
Sole
281.88K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares107.82K
TypeSH
Market value$22.31M
7.49%
Sole
107.82K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares45.34K
TypeSH
Market value$16.78M
5.64%
Sole
45.34K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares40K
TypeSH
Market value$10.15M
3.41%
Sole
40K
Shared
0.00
None
0.00

ON HLDG AG

SOLE
NAMEN AKT A
Shares280.14K
TypeSH
Market value$9.53M
3.20%
Sole
280.14K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares31.75K
TypeSH
Market value$6.61M
2.22%
Sole
31.75K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares10.41K
TypeSH
Market value$5.96M
2.00%
Sole
10.41K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares18.04K
TypeSH
Market value$5.58M
1.88%
Sole
18.04K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares16.43K
TypeSH
Market value$4.72M
1.59%
Sole
16.43K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
COM
Shares43.45K
TypeSH
Market value$4.70M
1.58%
Sole
43.45K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares4.31K
TypeSH
Market value$3.96M
1.33%
Sole
4.31K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares19.05K
TypeSH
Market value$3.86M
1.30%
Sole
19.05K
Shared
0.00
None
0.00

CAMECO CORP

SOLE
COM
Shares34.39K
TypeSH
Market value$3.73M
1.25%
Sole
34.39K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares19.37K
TypeSH
Market value$3.29M
1.10%
Sole
19.37K
Shared
0.00
None
0.00

AXON ENTERPRISE INC

SOLE
COM
Shares6.84K
TypeSH
Market value$2.90M
0.98%
Sole
6.84K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares5.98K
TypeSH
Market value$2.76M
0.93%
Sole
5.98K
Shared
0.00
None
0.00

BARRICK MNG CORP

SOLE
COM SHS
Shares60.95K
TypeSH
Market value$2.49M
0.84%
Sole
60.95K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares9.86K
TypeSH
Market value$2.41M
0.81%
Sole
9.86K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares12.57K
TypeSH
Market value$2.35M
0.79%
Sole
12.57K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares2.49K
TypeSH
Market value$2.17M
0.73%
Sole
2.49K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.37K
TypeSH
Market value$2.15M
0.72%
Sole
6.37K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares20.07K
TypeSH
Market value$2.10M
0.71%
Sole
20.07K
Shared
0.00
None
0.00

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares15.98K
TypeSH
Market value$2.09M
0.70%
Sole
15.98K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares9.23K
TypeSH
Market value$1.90M
0.64%
Sole
9.23K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares8.66K
TypeSH
Market value$1.88M
0.63%
Sole
8.66K
Shared
0.00
None
0.00
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