Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group · 13F Holdings
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 ALPHABET INCGOOGL | 10.56% | 7.18% | $40.2M | 112,540 | $18.8M | 65,540 | +47,000+71.71% | Add | |
 MICRON TECHNOLOGY INCMU | 9.4% | 5.8% | $35.8M | 31,000 | $15.2M | 45,000 | -14,000-31.11% | Reduce | |
 ADVANCED MICRO DEVICES INCAMD | 9.27% | 4.71% | $35.3M | 60,800 | $12.4M | 60,800 | 00.00% | Unchanged | |
 MARVELL TECHNOLOGY INCMRVL | 9% | 4.34% | $34.3M | 115,000 | $11.4M | 115,000 | 00.00% | Unchanged | |
 NVIDIA CORPORATIONNVDA | 8.3% | 5.12% | $31.6M | 158,000 | $13.4M | 77,000 | +81,000+105.19% | Add | |
 MICROSOFT CORPMSFT | 7.49% | 10.79% | $28.5M | 76,500 | $28.3M | 76,500 | 00.00% | Unchanged | |
 AMAZON COM INCAMZN | 6.88% | 7.38% | $26.2M | 110,000 | $19.4M | 93,000 | +17,000+18.28% | Add | |
 APPLE INCAAPL | 5.47% | 5.32% | $20.8M | 72,000 | $14.0M | 55,000 | +17,000+30.91% | Add | |
| PPAYMENTUS HOLDINGS INCPAY | 4.65% | 7.1% | $17.7M | 733,470 | $18.6M | 733,470 | 00.00% | Unchanged | |
 SNOWFLAKE INC COM SHSSNOW | 4.09% | 2.24% | $15.6M | 61,200 | $5.9M | 39,000 | +22,200+56.92% | Add | |
 PAN AMERN SILVER CORPPAAS | 3.35% | 5.96% | $12.8M | 286,327 | $15.6M | 286,327 | 00.00% | Unchanged | |
 FREEPORT MCMORAN INCFCX | 2.94% | 3.99% | $11.2M | 178,290 | $10.5M | 178,290 | 00.00% | Unchanged | |
 SALESFORCE INCCRM | 2.92% | 3.7% | $11.1M | 71,000 | $9.7M | 52,000 | +19,000+36.54% | Add | |
 MICROCHIP TECHNOLOGYMCHP | 2.51% | 2.59% | $9.6M | 105,000 | $6.8M | 105,000 | 00.00% | Unchanged | |
| DDOORDASH INCDASH | 2.43% | 2.87% | $9.2M | 50,110 | $7.5M | 50,110 | 00.00% | Unchanged | |
 SERVICENOW INCNOW | 2.1% | 1.91% | $8.0M | 80,500 | $5.0M | 48,000 | +32,500+67.71% | Add | |
 MSCI INCMSCI | 1.64% | 2.3% | $6.3M | 11,170 | $6.0M | 11,170 | 00.00% | Unchanged | |
 NEUROCRINE BIOSCIENCES INCNBIX | 1.35% | 1.53% | $5.1M | 30,400 | $4.0M | 30,400 | 00.00% | Unchanged | |
| DDECKERS OUTDOOR CORPSGVT | 1.33% | 4.51% | $5.1M | 51,110 | $11.8M | 118,110 | -67,000-56.73% | Reduce | |
 SYNDAX PHARMACEUTICALS INCSNDX | 1.15% | 1.78% | $4.4M | 200,000 | $4.7M | 200,000 | 00.00% | Unchanged | |
 CONOCOPHILLIPSCOP | 1.04% | 1.91% | $4.0M | 38,000 | $5.0M | 38,000 | 00.00% | Unchanged | |
 STELLANTIS N.V SHSSTLA | 0.59% | 1.05% | $2.3M | 400,000 | $2.8M | 400,000 | 00.00% | Unchanged | |
 LOGITECH INTL S A SHSLOGI | 0.58% | 1.29% | $2.2M | 23,673 | $3.4M | 37,556 | -13,883-36.97% | Reduce | |
 NURIX THERAPEUTICS INCNRIX | 0.54% | 0.5% | $2.1M | 85,000 | $1.3M | 85,000 | 00.00% | Unchanged | |
| TTIDEWATER INC NEWTDW | 0.17% | 0.31% | $648,110 | 9,727 | $812,691 | 9,727 | 00.00% | Unchanged | |
 ARVINAS INCARVN | 0.13% | 0.23% | $477,825 | 57,500 | $609,500 | 57,500 | 00.00% | Unchanged | |
| CC4 THERAPEUTICS INC COM STKCCCC | 0.1% | 0.09% | $396,950 | 85,000 | $223,550 | 85,000 | 00.00% | Unchanged |