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CIK: 0002071170
Total reported value
$354.8M
$354.8M
627 檔
30.7%
During the Q4 2024 filing period, Towarzystwo Funduszy Inwestycyjnych Pzu SA (CIK: 0002071170) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $354.8M across 627 reported positions.
During Q4 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 627 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.54% | -0.94% | +5.73% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.36% | +0.73% | -8.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.83% | +0.01% | +4.93% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.68% | -0.36% | +78.09% | |
| 5 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.54% | -0.25% | +1.18% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 4.39% | +0.44% | +7.67% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.94% | +0.19% | -0.36% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.49% | -0.09% | +1.76% | |
| 9 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.25% | -0.16% | -3.24% | |
| 10 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.11% | -0.08% | +5300.60% | |
| 11 | ADBE | Adobe Inc | Stock-Tech | 2.87% | -0.06% | +0.66% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.87% | -0.08% | +101.95% | |
| 13 | DXCM | Dexcom Inc | Stock-Healthcare | 2.80% | -0.05% | +21.68% | |
| 14 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.51% | -0.01% | -1.36% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | +0.04% | +256.33% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.11% | +1.45% | -1.85% | |
| 17 | FSLR | First Solar Inc | Stock-Tech | 0.98% | -0.33% | +62.67% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.16% | +80.05% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | -0.01% | -2.68% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.08% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.15% | +19.27% | |
| 22 | NEM | Newmont CORP | Stock-Materials | 0.75% | -0.56% | +3.31% | |
| 23 | ABX | Barrick Gold CORP | Stock-Financials | 0.69% | — | +4.12% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 0.62% | +0.10% | -7.33% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.61% | +0.34% | +1.41% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.03% | — | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.33% | -2.90% | |
| 28 | EQIX | Equinix Inc | Stock-Real Estate | 0.52% | — | +9.54% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.47% | — | -1.36% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.09% | +3.00% | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 0.43% | -0.19% | +22.66% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.50% | +1.33% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.27% | +2.48% | |
| 34 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.39% | -0.57% | +17.48% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.08% | +47.97% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.09% | +3.89% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.34% | +0.01% | -0.58% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.34% | -0.01% | +2.51% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.05% | +5.41% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.02% | +43.22% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.31% | -0.12% | -0.47% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.09% | +17.07% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.30% | -0.01% | +0.87% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.29% | -0.04% | -2.72% | |
| 45 | ZS | Zscaler Inc | Stock-Tech | 0.29% | -0.04% | +3.01% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.04% | +36.26% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | -0.10% | +7.68% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.22% | -7.18% | +0.43% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | +13.58% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.21% | -0.03% | +19.42% |
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 627 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 30.7% of total reported equity market value during Q4 2024.
During Q4 2024, Towarzystwo Funduszy Inwestycyjnych Pzu SA's top holdings by market value included MSFT (10.5%)、NVDA (9.4%)、AAPL (5.8%). The largest single position, MSFT, represented 10.5% of total portfolio value.
In Q4 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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