account_balance
Investment manager · 13F filer · SEC CIK 2043130
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Reported value$273Mas of Sep 30, 2026
Positions148 1 new, 4 sold out
Top 10 weight34.7%MSFT alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
6.0%Trimmed −8%
NVDANVIDIA Corp
5.5%
AMZNAmazon.com Inc
3.9%Added +2%
GOOGLAlphabet Inc.
3.9%Added +19%
MUMicron Technology Inc
3.7%Added +76%
AMDAdvanced Micro Devices Inc
2.5%Trimmed −12%
CRWDCrowdStrike Holdings, Inc.
2.4%Trimmed −24%
ADIAnalog Devices Inc
2.3%Added +30%
NOWServiceNow, Inc.
2.3%Added +2%
AAPLApple Inc.
2.1%
ISRGIntuitive Surgical Inc
2.0%Added +18%
MCHPMicrochip Technology Inc
1.9%Added +60%
MSFTMicrosoft Corp
6.0%Trimmed −8%
NVDANVIDIA Corp
5.5%
AMZNAmazon.com Inc
3.9%Added +2%
GOOGLAlphabet Inc.
3.9%Added +19%
MUMicron Technology Inc
3.7%Added +76%
AMDAdvanced Micro Devices Inc
2.5%
CRWDCrowdStrike Holdings, Inc.
2.4%
ADIAnalog Devices Inc
2.3%
NOWServiceNow, Inc.
2.3%
AAPLISRGMCHPBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 6.0% Trimmed −8%NVDA NVIDIA Corp 5.5% HeldAMZN Amazon.com Inc 3.9% Added +2%GOOGL Alphabet Inc. 3.9% Added +19%MU Micron Technology Inc 3.7% Added +76%AMD Advanced Micro Devices Inc 2.5% Trimmed −12%CRWD CrowdStrike Holdings, Inc. 2.4% Trimmed −24%ADI Analog Devices Inc 2.3% Added +30%NOW ServiceNow, Inc. 2.3% Added +2%AAPL Apple Inc. 2.1% HeldISRG Intuitive Surgical Inc 2.0% Added +18%MCHP Microchip Technology Inc 1.9% Added +60%
What changed
Biggest moves since Jun 30, 2026
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