Pekao Towarzystwo Funduszy Inwestycyjnych S.A. — 13F holdings

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. reported 85 holdings worth $157M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. UBER UBER TECHNOLOGIES INC — $13.7M (8.7%)
2. MSFT MICROSOFT CORP — $8.95M (5.7%)
3. META META PLATFORMS INC — $8.45M (5.4%)
4. BKNG BOOKING HOLDINGS INC — $8.14M (5.2%)
5. CME CME GROUP INC — $6.64M (4.2%)
6. PG Procter And Gamble Co — $6.49M (4.1%)
7. NVDA NVIDIA CORPORATION — $5.78M (3.7%)
8. TDG TRANSDIGM GROUP INC — $4.43M (2.8%)
9. FCX FREEPORT-MCMORAN INC — $3.93M (2.5%)
10. B BARRICK MNG CORP — $3.28M (2.1%)