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CIK: 0002071170
Total reported value
$354.8M
$354.8M
582 檔
29.3%
According to the latest 13F quarterly dataset, Towarzystwo Funduszy Inwestycyjnych Pzu SA managed an equity portfolio of $354.8M at the end of Q3 2024, spanning 582 distinct U.S. exchange-listed positions.
During Q3 2024, Towarzystwo Funduszy Inwestycyjnych Pzu SA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 582 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.21% | -0.94% | +14.30% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.13% | +0.73% | -24.43% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 6.10% | +0.44% | -1.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.70% | +0.01% | +61.46% | |
| 5 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.66% | -0.25% | -0.72% | |
| 6 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 4.32% | -0.16% | -0.62% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.82% | +0.19% | +0.41% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.67% | -0.09% | -1.98% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 3.66% | -0.06% | +49.79% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | -0.36% | +119.08% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.94% | -0.08% | +0.15% | |
| 12 | DXCM | Dexcom Inc | Stock-Healthcare | 2.19% | -0.05% | -0.41% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.53% | +1.45% | +10.57% | |
| 14 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.20% | -0.01% | -3.57% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | -0.01% | +8.43% | |
| 16 | NEM | Newmont CORP | Stock-Materials | 1.15% | -0.56% | +5.23% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.08% | +1.67% | |
| 18 | ABX | Barrick Gold CORP | Stock-Financials | 0.94% | — | +2.86% | |
| 19 | FSLR | First Solar Inc | Stock-Tech | 0.94% | -0.33% | +79.98% | |
| 20 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.77% | +0.15% | -0.84% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.77% | -0.03% | +2.49% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.16% | -4.97% | |
| 23 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.62% | — | — | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.54% | +0.34% | -50.32% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.09% | +2.56% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.15% | +826.22% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.33% | +3.41% | |
| 28 | EQIX | Equinix Inc | Stock-Real Estate | 0.49% | — | +4.11% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.50% | +3.78% | |
| 30 | MRVL | Marvell Technology Inc | Stock-Tech | 0.48% | +0.10% | -42.06% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.44% | -0.01% | — | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.44% | +0.01% | +2.77% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.09% | +1.58% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.27% | +8.60% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | -0.01% | +2.08% | |
| 36 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.37% | -0.57% | +7.78% | |
| 37 | CCJ | Cameco CORP | Stock-Energy | 0.36% | -0.19% | — | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.05% | — | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.33% | -0.12% | — | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.30% | -0.04% | +7.23% | |
| 41 | ZS | Zscaler Inc | Stock-Tech | 0.29% | -0.04% | — | |
| 42 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.26% | -0.22% | -87.38% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.09% | +7.61% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.25% | -7.18% | +8.77% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | +0.08% | -18.31% | |
| 46 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.24% | -0.03% | -0.31% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.23% | +0.02% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | +0.04% | +7.73% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | +0.02% | -20.77% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.21% | -0.03% | — |
According to official SEC Form 13F filings, Towarzystwo Funduszy Inwestycyjnych Pzu SA reported a total U.S. public equity portfolio value of $354.8M across 582 disclosed positions in Q3 2024.
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, NVDA, AMD) accounted for 29.3% of total reported equity market value during Q3 2024.
During Q3 2024, Towarzystwo Funduszy Inwestycyjnych Pzu SA's top holdings by market value included MSFT (11.2%)、NVDA (10.1%)、AMD (6.1%). The largest single position, MSFT, represented 11.2% of total portfolio value.
In Q3 2024, Towarzystwo Funduszy Inwestycyjnych Pzu SA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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