account_balance
Investment manager · 13F filer · SEC CIK 2156072
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
Reported value$484Mas of Sep 30, 2026
Positions36 7 new, 4 sold out
Top 10 weight75.0%AMZN alone is 12%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
11.5%Added +27%
AVGOBroadcom Inc.
11.2%Added +30%
MSFTMicrosoft Corp
10.4%Trimmed −46%
NVDANVIDIA Corp
9.0%Trimmed −19%
COHRCoherent Corp.
7.5%New
LITELumentum Holdings Inc.
6.0%Added +1515%
AMDAdvanced Micro Devices Inc
5.8%Trimmed −6%
GOOGAlphabet Inc.
5.0%Added +7%
METAMeta Platforms, Inc.
4.9%Trimmed −27%
BABAAlibaba Group Holding Ltd
3.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.8%Trimmed −75%
MELIMercadoLibre Inc
1.8%−5%
AMZNAmazon.com Inc
11.5%Added +27%
AVGOBroadcom Inc.
11.2%Added +30%
MSFTMicrosoft Corp
10.4%−46%
NVDANVIDIA Corp
9.0%−19%
COHRCoherent Corp.
7.5%New
LITELumentum Holdings Inc.
6.0%
AMDAdvanced Micro Devices Inc
5.8%
GOOGAlphabet Inc.
5.0%
META4.9%BABATSMMELIBoxes 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
AMZN Amazon.com Inc 11.5% Added +27%AVGO Broadcom Inc. 11.2% Added +30%MSFT Microsoft Corp 10.4% Trimmed −46%NVDA NVIDIA Corp 9.0% Trimmed −19%COHR Coherent Corp. 7.5% NewLITE Lumentum Holdings Inc. 6.0% Added +1515%AMD Advanced Micro Devices Inc 5.8% Trimmed −6%GOOG Alphabet Inc. 5.0% Added +7%META Meta Platforms, Inc. 4.9% Trimmed −27%BABA Alibaba Group Holding Ltd 3.6% Trimmed −88%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.8% Trimmed −75%MELI MercadoLibre Inc 1.8% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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