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CIK: 0002071170
Total reported value
$354.8M
$354.8M
654 檔
26.7%
At the close of Q1 2025, Towarzystwo Funduszy Inwestycyjnych Pzu SA disclosed equity holdings valued at approximately $354.8M, spread across 654 reported holdings.
During Q1 2025, 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 654 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.46% | -0.94% | -2.42% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.28% | +0.73% | +6.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.70% | +0.01% | +6.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.84% | -0.36% | -4.90% | |
| 5 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.05% | -0.25% | -9.04% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.55% | -0.09% | -2.45% | |
| 7 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.32% | -0.08% | +3.70% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.24% | +0.19% | -2.79% | |
| 9 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.87% | -0.16% | +1.89% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.71% | -0.33% | +508.04% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.68% | -0.08% | -3.43% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 2.64% | -0.06% | +3.07% | |
| 13 | DXCM | Dexcom Inc | Stock-Healthcare | 2.26% | -0.05% | -11.12% | |
| 14 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.48% | +0.02% | +7968.08% | |
| 15 | MDB | Mongodb Inc | Stock-Tech | 1.38% | — | +38333.33% | |
| 16 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.27% | +0.15% | +1307.72% | |
| 17 | NEM | Newmont CORP | Stock-Materials | 1.07% | -0.56% | +6.24% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | +0.16% | -0.86% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | -0.01% | -14.15% | |
| 20 | ABX | Barrick Gold CORP | Stock-Financials | 0.94% | — | +4.62% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.08% | -1.22% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.91% | — | — | |
| 23 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.81% | -0.22% | +415.23% | |
| 24 | FSLR | First Solar Inc | Stock-Tech | 0.74% | -0.33% | +2.15% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.03% | +5.36% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.68% | +0.34% | +5.46% | |
| 27 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.62% | -0.57% | +11.63% | |
| 28 | PL | Planet Labs Pbc | Stock-Industrials | 0.55% | +0.16% | +18920.00% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.54% | — | -0.92% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.15% | -6.14% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.09% | +0.10% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.27% | +28.02% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.50% | +10.73% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.48% | — | — | |
| 35 | CCJ | Cameco CORP | Stock-Energy | 0.47% | -0.19% | +31.53% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.45% | +0.10% | +26.57% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.41% | -0.04% | +11.68% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.05% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.02% | +4.31% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.08% | -5.12% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.37% | +1.45% | -68.90% | |
| 42 | ZS | Zscaler Inc | Stock-Tech | 0.34% | -0.04% | +6.05% | |
| 43 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.34% | +0.01% | -19.96% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.09% | +0.37% | |
| 45 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.31% | -0.12% | -14.24% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.29% | -7.18% | +7.94% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.28% | -0.01% | -3.23% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.09% | +8.75% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.04% | -9.22% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.04% | -63.88% |
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 654 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, NVDA, AAPL) accounted for 26.7% of total reported equity market value during Q1 2025.
During Q1 2025, Towarzystwo Funduszy Inwestycyjnych Pzu SA's top holdings by market value included MSFT (9.5%)、NVDA (8.3%)、AAPL (5.7%). The largest single position, MSFT, represented 9.5% of total portfolio value.
In Q1 2025, 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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