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CIK: 0002043130
Total reported value
$249.0M
$249.0M
144 檔
12.9%
According to the latest 13F quarterly dataset, Generali Investments Towarzystwo Funduszy Inwestycyjnych managed an equity portfolio of $249.0M at the end of Q1 2025, spanning 144 distinct U.S. exchange-listed positions.
In Q1 2025, Generali Investments Towarzystwo Funduszy Inwestycyjnych adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.61% | +30.22% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.16% | -0.10% | -12.65% | |
| 3 | ADI | Analog Devices Inc | Stock-Tech | 3.75% | -0.26% | -2.49% | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 3.46% | -0.66% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | -0.06% | -3.36% | |
| 6 | NOW | Servicenow Inc | Stock-Tech | 2.78% | -0.54% | +71.88% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 2.67% | +0.39% | +44.47% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 2.46% | -0.02% | +12.69% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.53% | -26.77% | |
| 10 | HUBS | Hubspot Inc | Stock-Tech | 2.39% | -0.12% | +24.53% | |
| 11 | SNOW | Snowflake Inc | Stock-Tech | 2.18% | +0.32% | +25.67% | |
| 12 | DDOG | Datadog Inc - Class A | Stock-Tech | 2.14% | +0.42% | +58.14% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.02% | -0.18% | +15.45% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.02% | +0.38% | +15.38% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.86% | +0.34% | +26.47% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.09% | -11.80% | |
| 17 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.63% | -0.23% | +3.64% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 1.62% | -0.17% | +57.79% | |
| 19 | MCHP | Microchip Technology Inc | Stock-Tech | 1.61% | -0.17% | +7.16% | |
| 20 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.54% | +0.23% | -4.00% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.48% | -0.55% | +30.00% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.17% | -17.08% | |
| 23 | MDB | Mongodb Inc | Stock-Tech | 1.44% | +0.06% | +4.88% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 1.36% | +1.71% | -7.67% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.26% | +0.32% | -4.76% | |
| 26 | ENPH | Enphase Energy Inc | Stock-Tech | 1.14% | — | +52.63% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | +0.06% | — | |
| 28 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.06% | -0.06% | +2.15% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.11% | -1.68% | |
| 30 | FIVN | Five9 Inc | Stock-Tech | 0.97% | +0.05% | +47.37% | |
| 31 | BILL | Bill Holdings Inc | Stock-Tech | 0.96% | -0.15% | +69.23% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.03% | -29.60% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.16% | — | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.88% | -0.15% | -29.96% | |
| 35 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.87% | -0.09% | -64.54% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.86% | -0.24% | -38.58% | |
| 37 | EXK | Exact Sciences CORP | Stock-Materials | 0.82% | — | +25.00% | |
| 38 | TOST | Toast Inc-class A | Stock-Tech | 0.82% | +0.23% | — | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.82% | -0.17% | -32.73% | |
| 40 | TECH | Bio-techne CORP | Stock-Healthcare | 0.82% | -0.15% | +8.56% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | -0.07% | — | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.79% | +0.51% | +14.81% | |
| 43 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.79% | -0.14% | — | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.79% | -0.20% | +2.62% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.77% | -0.04% | +15.38% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | +0.02% | +3.56% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.74% | -0.03% | -24.73% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.76% | EXIT | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.65% | -0.07% | -10.16% | |
| 50 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.62% | -0.28% | -13.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +30.22% | Add |
| 2 | NOW | Servicenow Inc | +0.8% | +71.88% | Add |
| 3 | AMD | Advanced Micro Devices | +0.7% | +44.47% | Add |
| 4 | PI | Impinj Inc | +0.6% | NEW | New buy |
| 5 | PRCT | Procept Biorobotics CORP | +0.6% | NEW | New buy |
| 6 | SNOW | Snowflake Inc | +0.5% | +25.67% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +15.38% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.4% | +26.47% | Add |
| 9 | TXN | Texas Instruments Inc | +0.4% | +30.00% | Add |
| 10 | ENPH | Enphase Energy Inc | +0.4% | +52.63% | Add |
| 11 | DDOG | Datadog Inc - Class A | +0.4% | +58.14% | Add |
| 12 | DECK | Deckers Outdoor CORP | +0.3% | +910.00% | Add |
| 13 | NET | Cloudflare Inc - Class A | +0.3% | +3.64% | Add |
| 14 | BSX | Boston Scientific CORP | +0.2% | -4.00% | Trim |
| 15 | MNST | Monster Beverage CORP | +0.2% | +2.15% | Add |
| 16 | RTX | Rtx CORP | +0.2% | -1.68% | Trim |
| 17 | CI | THE Cigna Group | +0.2% | +3.57% | Add |
| 18 | ADI | Analog Devices Inc | +0.1% | -2.49% | Trim |
| 19 | ISRG | Intuitive Surgical Inc | 0% | -4.76% | Trim |
| 20 | MCHP | Microchip Technology Inc | 0% | +7.16% | Add |
| 21 | NKE | Nike Inc -cl B | -0.1% | +2.62% | Add |
| 22 | MRVL | Marvell Technology Inc | -0.1% | +57.79% | Add |
| 23 | CIEN | Ciena CORP | -0.1% | — | Unchanged |
| 24 | MA | Mastercard Inc - A | -0.1% | -17.08% | Trim |
| 25 | CF | Cf Industries Holdings Inc | -0.1% | -13.07% | Trim |
| 26 | WFC | Wells Fargo & Co | -0.1% | -42.58% | Trim |
| 27 | WMT | Walmart Inc | -0.1% | EXIT | Sold out |
| 28 | OXY | Occidental Petroleum CORP | -0.2% | -29.18% | Trim |
| 29 | JNJ | Johnson & Johnson | -0.2% | -37.98% | Trim |
| 30 | DE | Deere & Co | -0.2% | -32.73% | Trim |
| 31 | DHR | Danaher CORP | -0.2% | -24.27% | Trim |
| 32 | ADBE | Adobe Inc | -0.2% | — | Unchanged |
| 33 | MDB | Mongodb Inc | -0.2% | +4.88% | Add |
| 34 | SBUX | Starbucks CORP | -0.2% | -43.06% | Trim |
| 35 | SONY | Sony Group CORP - Sp Adr | -0.2% | -75.37% | Trim |
| 36 | ABT | Abbott Laboratories | -0.3% | EXIT | Sold out |
| 37 | KO | Coca-cola Co/the | -0.3% | -38.58% | Trim |
| 38 | ACN | Accenture plc | -0.3% | -24.73% | Trim |
| 39 | DIS | Walt Disney Co/the | -0.3% | -34.82% | Trim |
| 40 | GS | Goldman Sachs Group Inc | -0.3% | -29.96% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.3% | -11.80% | Trim |
| 42 | BAC | Bank Of America CORP | -0.4% | -29.60% | Trim |
| 43 | ZS | Zscaler Inc | -0.4% | -63.08% | Trim |
| 44 | TSLA | Tesla Inc | -0.5% | +15.45% | Add |
| 45 | STAA | Staar Surgical Co | -0.5% | -91.14% | Trim |
| 46 | NVDA | Nvidia CORP | -0.6% | -3.36% | Trim |
| 47 | SHOP | Shopify Inc - Class A | -0.9% | -87.39% | Trim |
| 48 | AAPL | Apple Inc | -1% | -26.77% | Trim |
| 49 | TTWO | Take-two Interactive Softwre | -1.1% | -64.54% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -1.2% | -12.65% | Trim |
According to official SEC Form 13F filings, Generali Investments Towarzystwo Funduszy Inwestycyjnych reported a total U.S. public equity portfolio value of $249.0M across 144 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, ADI) accounted for 12.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
PI
市值: $952.4K
Top Position Liquidated / Trimmed
ABT
前期市值: $439.1K
During Q1 2025, Generali Investments Towarzystwo Funduszy Inwestycyjnych's top holdings by market value included MSFT (5.6%)、GOOGL (4.2%)、ADI (3.8%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q1 2025, Generali Investments Towarzystwo Funduszy Inwestycyjnych made 48 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 26 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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