TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA — 13F holdings

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported 690 holdings worth $355M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $61.2M (17.2%)
2. SOXX ISHARES TR — $22.4M (6.3%)
3. MSFT MICROSOFT CORP — $16.7M (4.7%)
4. AAPL APPLE INC — $12.1M (3.4%)
5. ONON ON HLDG AG — $9.92M (2.8%)
6. MU MICRON TECHNOLOGY INC — $7.68M (2.2%)
7. AVGO BROADCOM INC — $7.21M (2.0%)
8. AMZN AMAZON COM INC — $6.59M (1.9%)
9. GOOGL ALPHABET INC — $6.30M (1.8%)
10. META META PLATFORMS INC — $6.13M (1.7%)