Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group — 13F holdings

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group reported 27 holdings worth $381M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. GOOGL ALPHABET INC — $40.2M (10.6%)
2. MU MICRON TECHNOLOGY INC — $35.8M (9.4%)
3. AMD ADVANCED MICRO DEVICES INC — $35.3M (9.3%)
4. MRVL MARVELL TECHNOLOGY INC — $34.3M (9.0%)
5. NVDA NVIDIA CORPORATION — $31.6M (8.3%)
6. MSFT MICROSOFT CORP — $28.5M (7.5%)
7. AMZN AMAZON COM INC — $26.2M (6.9%)
8. AAPL APPLE INC — $20.8M (5.5%)
9. PAY PAYMENTUS HOLDINGS INC — $17.7M (4.7%)
10. SNOW SNOWFLAKE INC — $15.6M (4.1%)