account_balance
Investment manager · 13F filer · SEC CIK 2071170
Towarzystwo Funduszy Inwestycyjnych Pzu SA
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Reported value$463Mas of Sep 30, 2026
Positions668 6 new, 28 sold out
Top 10 weight52.0%NVDA alone is 16%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
15.6%Added +3%
MSFTMicrosoft Corp
9.7%Added +95%
MUMicron Technology Inc
7.6%Added +393%
TTWOTake Two Interactive Software Inc
5.4%Added +4398%
COHRCoherent Corp.
3.1%Added +13936%
AAPLApple Inc.
2.9%Trimmed −5%
AXONAxon Enterprise, Inc.
2.7%Added +311%
METAMeta Platforms, Inc.
1.8%+5%
ONONOn Holding AG
1.7%
AMZNAmazon.com Inc
1.6%Added +9%
GOOGLAlphabet Inc.
1.5%+18%
AVGO1.5%NVDANVIDIA Corp
15.6%Added +3%
MSFTMicrosoft Corp
9.7%+95%
MUMicron Technology Inc
7.6%Added +393%
TTWOTake Two Interactive Software Inc
5.4%Added +4398%
COHRCoherent Corp.
3.1%
AAPLApple Inc.
2.9%
AXON2.7%META1.8%ONONAMZNAVGOBoxes 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
NVDA NVIDIA Corp 15.6% Added +3%MSFT Microsoft Corp 9.7% Added +95%MU Micron Technology Inc 7.6% Added +393%TTWO Take Two Interactive Software Inc 5.4% Added +4398%COHR Coherent Corp. 3.1% Added +13936%AAPL Apple Inc. 2.9% Trimmed −5%AXON Axon Enterprise, Inc. 2.7% Added +311%META Meta Platforms, Inc. 1.8% Added +5%ONON On Holding AG 1.7% Trimmed −4%AMZN Amazon.com Inc 1.6% Added +9%GOOGL Alphabet Inc. 1.5% Added +18%AVGO Broadcom Inc. 1.5% Added +5%
What changed
Biggest moves since Jun 30, 2026
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