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CIK: 0002071170
Total reported value
$354.8M
$354.8M
687 檔
30.4%
During the Q1 2026 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 687 reported positions.
Towarzystwo Funduszy Inwestycyjnych Pzu SA executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 11 holdings and trimming 98 positions.
Showing top 200 holdings (of 687 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.52% | +0.73% | +1.58% | |
| 2 | CVX | Chevron CORP | Stock-Energy | 7.49% | -7.18% | +1466.30% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | -0.94% | -44.44% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.01% | -9.73% | |
| 5 | ✓ | On Holding AG | Stock-Other | 3.20% | -0.40% | -34.35% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | -0.36% | -57.14% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.00% | -0.27% | -65.59% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | +0.15% | +7.29% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.19% | -59.28% | |
| 10 | NEM | Newmont CORP | Stock-Materials | 1.58% | -0.56% | -12.13% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.08% | +5.77% | |
| 12 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.30% | -0.57% | -14.13% | |
| 13 | CCJ | Cameco CORP | Stock-Energy | 1.25% | -0.19% | -32.21% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.50% | +27.60% | |
| 15 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.98% | +0.15% | -71.93% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.93% | -0.25% | -6.69% | |
| 17 | B | Barrick Mining CORP | Stock-Materials | 0.84% | -0.30% | -11.48% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.09% | -17.77% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.33% | -61.54% | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 0.73% | +0.17% | +119.12% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.72% | +1.45% | -0.89% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.71% | -0.14% | +319.08% | |
| 23 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.70% | -0.27% | -9.81% | |
| 24 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.64% | -0.22% | +1.44% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.01% | +10.77% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.34% | -1.03% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.04% | -7.65% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.16% | -9.97% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.09% | +17.48% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.09% | -10.67% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | +11.41% | |
| 32 | FSLR | First Solar Inc | Stock-Tech | 0.50% | -0.33% | -25.92% | |
| 33 | AU | AngloGold Ashanti plc | Stock-Materials | 0.50% | -0.22% | +7.44% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | -0.09% | -84.26% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.10% | -4.63% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.08% | -20.85% | |
| 37 | DXCM | Dexcom Inc | Stock-Healthcare | 0.46% | -0.05% | -27.59% | |
| 38 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 0.45% | -0.06% | +100.49% | |
| 39 | KGC | Kinross Gold CORP | Stock-Materials | 0.45% | -0.20% | -13.50% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.44% | -0.08% | +34.67% | |
| 41 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.43% | +0.04% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.02% | +0.73% | |
| 43 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.42% | -0.19% | +1.47% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | -0.04% | -3.24% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.01% | +30.77% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.10% | -12.45% | |
| 47 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.34% | +0.04% | +5642.86% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.44% | -7.74% | |
| 49 | PAAS | Pan American Silver CORP | Stock-Materials | 0.33% | -0.13% | -11.95% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.33% | -0.08% | -3.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +7.2% | +1466.30% | Add |
| 2 | NVDA | Nvidia CORP | +3.5% | +1.58% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.6% | +27.60% | Add |
| 4 | GEV | GE Vernova Inc | +0.5% | +119.12% | Add |
| 5 | NOW | Servicenow Inc | +0.5% | +319.08% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | +7.29% | Add |
| 7 | AAPL | Apple Inc | +0.4% | -9.73% | Trim |
| 8 | AEM | Agnico Eagle Mines LTD | +0.4% | -14.13% | Trim |
| 9 | WST | West Pharmaceutical Services | +0.3% | +5642.86% | Add |
| 10 | NEM | Newmont CORP | +0.3% | -12.13% | Trim |
| 11 | AS | Amer Sports, Inc. | +0.3% | +100.49% | Add |
| 12 | MU | Micron Technology Inc | +0.3% | -0.89% | Trim |
| 13 | LLY | Eli Lilly & Co | +0.2% | +5.77% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +17.48% | Add |
| 15 | AU | AngloGold Ashanti plc | +0.2% | +7.44% | Add |
| 16 | NET | Cloudflare Inc - Class A | +0.2% | +1.44% | Add |
| 17 | JNJ | Johnson & Johnson | +0.2% | -17.77% | Trim |
| 18 | TTE | TotalEnergies SE | +0.2% | +42.86% | Add |
| 19 | ABBV | Abbvie Inc | +0.2% | +10.77% | Add |
| 20 | PL | Planet Labs Pbc | +0.2% | +9.65% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.2% | +34.67% | Add |
| 22 | COP | Conocophillips | +0.2% | +28.73% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +30.77% | Add |
| 24 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +108.06% | Add |
| 25 | WMT | Walmart Inc | +0.1% | -4.63% | Trim |
| 26 | SGOL | Abrdn Physical Gold Shares | +0.1% | +80.54% | Add |
| 27 | IAUM | Ishares Gold Trust Micro | +0.1% | +77.86% | Add |
| 28 | COST | Costco Wholesale CORP | +0.1% | +30.93% | Add |
| 29 | CDE | Coeur Mining Inc | +0.1% | +18.83% | Add |
| 30 | GFI | Gold Fields Ltd-spons Adr | +0.1% | +1.47% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | +38.98% | Add |
| 32 | C | Citigroup Inc | +0.1% | +36.03% | Add |
| 33 | LHX | L3harris Technologies Inc | +0.1% | -3.58% | Trim |
| 34 | KO | Coca-cola Co/the | +0.1% | +16.08% | Add |
| 35 | CNQ | Canadian Natural Resources | +0.1% | +40.97% | Add |
| 36 | EQIX | Equinix Inc | +0.1% | +14.29% | Add |
| 37 | WELL | Welltower Inc | +0.1% | +11.27% | Add |
| 38 | KGC | Kinross Gold CORP | +0.1% | -13.50% | Trim |
| 39 | CCJ | Cameco CORP | +0.1% | -32.21% | Trim |
| 40 | B | Barrick Mining CORP | +0.1% | -11.48% | Trim |
| 41 | RY | Royal Bank Of Canada | +0.1% | +119.54% | Add |
| 42 | MCD | Mcdonald's CORP | +0.1% | +64.77% | Add |
| 43 | SU | Suncor Energy Inc | +0.1% | +38.55% | Add |
| 44 | EOG | Eog Resources Inc | +0.1% | +32.61% | Add |
| 45 | LMT | Lockheed Martin CORP | +0.1% | -3.14% | Trim |
| 46 | NEE | Nextera Energy Inc | +0.1% | +2.48% | Add |
| 47 | HON | Honeywell International Inc | +0.1% | +0.87% | Add |
| 48 | PLD | Prologis Inc | +0.1% | +7.82% | Add |
| 49 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.03% | Trim |
| 50 | V | Visa Inc-class A Shares | +0.1% | +0.73% | Add |
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 687 disclosed positions in Q1 2026.
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 NVDA, CVX, MSFT) accounted for 30.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.3M
Top Position Liquidated / Trimmed
SHYG
前期市值: $3.8M
During Q1 2026, Towarzystwo Funduszy Inwestycyjnych Pzu SA's top holdings by market value included NVDA (16.5%)、CVX (7.5%)、MSFT (5.6%). The largest single position, NVDA, represented 16.5% of total portfolio value.
In Q1 2026, Towarzystwo Funduszy Inwestycyjnych Pzu SA made 192 total portfolio adjustments, initiating 12 new buys, adding to 71 positions, trimming 98 holdings, and fully liquidating 11 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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