Generali Investments Towarzystwo Funduszy Inwestycyjnych — 13F holdings

Generali Investments Towarzystwo Funduszy Inwestycyjnych reported 151 holdings worth $249M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $13.2M (5.3%)
2. MSFT MICROSOFT CORP — $12.9M (5.2%)
3. AMZN AMAZON COM INC — $10.1M (4.0%)
4. GOOGL ALPHABET INC — $9.29M (3.7%)
5. AMD ADVANCED MICRO DEVICES INC — $7.26M (2.9%)
6. CRWD CROWDSTRIKE HLDGS INC — $6.33M (2.5%)
7. MU MICRON TECHNOLOGY INC — $6.29M (2.5%)
8. PANW PALO ALTO NETWORKS INC — $5.29M (2.1%)
9. AAPL APPLE INC — $5.03M (2.0%)
10. ADI ANALOG DEVICES INC — $4.85M (1.9%)