Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Net buyer this quarter
$1.83B
43
+$147M
60.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $200M | 10.94% | 0.02% | -32.4% | Q4 2025 |
 MSFT | $189M | 10.35% | 0.01% | +342.7% | Q1 2023 |
 AMD | $121M | 6.64% | 0.01% | +468.4% | Q2 2023 |
 ABVX | $102M | 5.59% | 0.97% | -0.1% | Q3 2025 |
 AMZN | $98.8M | 5.41% | 0.00% | +57.6% | Q1 2024 |
 RVMD | $89.7M | 4.91% | 0.22% | Not reported | Q1 2026 |
 SNDK | $82.9M | 4.54% | 0.02% | New | Q2 2026 |
 V | $81.4M | 4.46% | 0.01% | Not reported | Q4 2023 |
 CRWD | $76.8M | 4.21% | 0.04% | -4.5% | Q1 2023 |
 WDC | $70.6M | 3.87% | 0.03% | +14.0% | Q3 2025 |
 INTC | $68.2M | 3.73% | 0.01% | +68.7% | Q3 2024 |
 NVDA | $59.7M | 3.27% | 0.00% | -12.5% | Q2 2023 |
 AMAT | $58.1M | 3.18% | 0.01% | -5.1% | Q3 2024 |
 CYTK | $56.3M | 3.08% | 0.53% | Not reported | Q4 2023 |
 ALB | $55.1M | 3.02% | 0.35% | New | Q2 2026 |
 AVGO | $53.4M | 2.92% | 0.00% | +9.8% | Q1 2024 |
 CEG | $50.7M | 2.78% | 0.06% | +99.9% | Q1 2026 |
 GOOG | $42.4M | 2.32% | Not reported | -68.7% | Q4 2019 |
 HQY | $41.3M | 2.26% | 0.55% | New | Q2 2026 |
| GOOGL | $36.1M | 1.98% | 0.00% | +70.7% | Q1 2026 |
 FCX | $34.9M | 1.91% | 0.04% | Not reported | Q4 2019 |
 MRVL | $25.2M | 1.38% | 0.01% | Not reported | Q1 2024 |
 QURE | $24M | 1.32% | 0.75% | Not reported | Q3 2025 |
 WM | $20.7M | 1.13% | 0.02% | Not reported | Q1 2025 |
 META | $19.1M | 1.05% | Not reported | +30.1% | Q4 2023 |
 MELI | $13.5M | 0.74% | 0.02% | -63.2% | Q4 2023 |
 AAPL | $12.1M | 0.66% | 0.00% | +42.2% | Q1 2023 |
 NKTR | $8.57M | 0.47% | 0.60% | +0.4% | Q3 2025 |
 GEV | $6.81M | 0.37% | 0.00% | -19.6% | Q4 2025 |
 SCCO | $5.95M | 0.33% | 0.00% | 0.0% | Q4 2023 |
 JANX | $5.78M | 0.32% | 0.62% | Not reported | Q3 2024 |
 WMT | $3.3M | 0.18% | 0.00% | 0.0% | Q3 2022 |
 CAT | $3.29M | 0.18% | 0.00% | -0.9% | Q4 2025 |
 XOM | $2.78M | 0.15% | 0.00% | -90.4% | Q1 2026 |
 CRM | $1.44M | 0.08% | 0.00% | Not reported | Q4 2024 |
 GS | $1.3M | 0.07% | 0.00% | +0.2% | Q1 2026 |
 CVX | $1.11M | 0.06% | 0.00% | -96.1% | Q2 2024 |
 PG | $609K | 0.03% | 0.00% | +0.3% | Q3 2024 |
 JPM | $593K | 0.03% | 0.00% | Not reported | Q1 2022 |
 BAC | $429K | 0.02% | 0.00% | Not reported | Q2 2024 |
 PEP | $426K | 0.02% | 0.00% | Not reported | Q2 2024 |
 KO | $424K | 0.02% | 0.00% | 0.0% | Q3 2024 |
 WFC | $235K | 0.01% | 0.00% | Not reported | Q2 2024 |
| Q1 2026 | |||||
| GOOG | $110M | 9.34% | Not reported | -11.0% | Q4 2019 |
| MU | $86.5M | 7.33% | 0.02% | +6.0% | Q4 2025 |
| ABVX | $85.3M | 7.23% | 0.98% | +10.7% | Q3 2025 |
 PTGX | $60.3M | 5.11% | 0.89% | Not reported | Q4 2025 |
| NVDA | $59.4M | 5.04% | 0.00% | +5.0% | Q2 2023 |
| AMZN | $54.8M | 4.64% | 0.00% | -28.0% | Q1 2024 |
| RVMD | $46.6M | 3.95% | 0.24% | New | Q1 2026 |
| CYTK | $43.5M | 3.69% | 0.54% | -11.7% | Q4 2023 |
| MSFT | $42.4M | 3.59% | 0.00% | +21.7% | Q1 2023 |
| CRWD | $41.1M | 3.49% | 0.04% | +48.9% | Q1 2023 |
| AVGO | $39.8M | 3.38% | 0.00% | +20.6% | Q1 2024 |
 DOW | $39.5M | 3.35% | 0.13% | New | Q1 2026 |
 LYB | $39M | 3.31% | 0.15% | New | Q1 2026 |
| MELI | $37.5M | 3.18% | 0.04% | +247.7% | Q4 2023 |
| XOM | $36.1M | 3.06% | 0.01% | New | Q1 2026 |
| CVX | $35.1M | 2.98% | 0.01% | Not reported | Q2 2024 |
 LIN | $33.4M | 2.84% | 0.01% | +4.9% | Q3 2024 |
| FCX | $32.6M | 2.77% | 0.04% | Not reported | Q4 2019 |
| AMAT | $29M | 2.46% | 0.01% | +9.8% | Q3 2024 |
| CEG | $28.5M | 2.42% | 0.03% | New | Q1 2026 |
 VRT | $26.4M | 2.24% | 0.03% | -42.1% | Q4 2024 |
| WDC | $26.2M | 2.22% | 0.03% | -57.4% | Q3 2025 |
| WM | $21.3M | 1.81% | 0.02% | -6.6% | Q1 2025 |
| GOOGL | $17M | 1.44% | 0.00% | New | Q1 2026 |
| META | $14.9M | 1.26% | Not reported | +20.7% | Q4 2023 |
| INTC | $12.8M | 1.08% | 0.01% | Not reported | Q3 2024 |
| NKTR | $8.8M | 0.75% | 0.60% | -35.0% | Q3 2025 |
| QURE | $8.53M | 0.72% | 0.83% | Not reported | Q3 2025 |
| MRVL | $8.38M | 0.71% | 0.01% | Not reported | Q1 2024 |
| AMD | $7.47M | 0.63% | 0.00% | -27.7% | Q2 2023 |
| AAPL | $7.44M | 0.63% | 0.00% | +138.8% | Q1 2023 |
| GEV | $6.29M | 0.53% | 0.00% | +108.7% | Q4 2025 |
| SCCO | $5.82M | 0.49% | 0.00% | +0.1% | Q4 2023 |
| JANX | $5.23M | 0.44% | 0.62% | Not reported | Q3 2024 |
| WMT | $3.62M | 0.31% | 0.00% | +0.1% | Q3 2022 |
 MLYS | $2.84M | 0.24% | 0.13% | -84.1% | Q4 2025 |
| CAT | $2.21M | 0.19% | 0.00% | -54.0% | Q4 2025 |
 GE | $2.1M | 0.18% | 0.00% | -46.4% | Q4 2025 |
 BRK.B | $1.94M | 0.16% | Not reported | -57.5% | Q3 2022 |
| CRM | $1.71M | 0.15% | 0.00% | Not reported | Q4 2024 |
 RTX | $1.69M | 0.14% | 0.00% | -60.3% | Q4 2025 |
 FISV | $1.64M | 0.14% | 0.01% | Not reported | Q3 2021 |
| GS | $1.09M | 0.09% | 0.00% | New | Q1 2026 |
 NFLX | $599K | 0.05% | 0.00% | Not reported | Q1 2025 |
| PG | $598K | 0.05% | 0.00% | Not reported | Q3 2024 |
| JPM | $533K | 0.05% | 0.00% | -90.0% | Q1 2022 |
| PEP | $488K | 0.04% | 0.00% | Not reported | Q2 2024 |
| KO | $397K | 0.03% | 0.00% | Not reported | Q3 2024 |
| BAC | $367K | 0.03% | 0.00% | -84.5% | Q2 2024 |
| WFC | $227K | 0.02% | 0.00% | -94.9% | Q2 2024 |
| Q4 2025 | |||||
| GOOG | $135M | 12.02% | Not reported | +23.4% | Q4 2019 |
| ABVX | $93.3M | 8.28% | 0.88% | -5.4% | Q3 2025 |
| AMZN | $84.3M | 7.48% | 0.00% | +53.6% | Q1 2024 |
| MU | $68.9M | 6.12% | 0.02% | New | Q4 2025 |
| NVDA | $60.5M | 5.37% | 0.00% | -36.4% | Q2 2023 |
 AXSM | $50.9M | 4.52% | 0.55% | -14.6% | Q4 2024 |
| PTGX | $49.9M | 4.43% | 0.91% | New | Q4 2025 |
| CYTK | $47.5M | 4.22% | 0.61% | -37.3% | Q4 2023 |
| MSFT | $45.5M | 4.04% | 0.00% | +104.2% | Q1 2023 |
 SNOW | $45.1M | 4.00% | 0.06% | +0.3% | Q2 2025 |
| WDC | $39.2M | 3.48% | 0.07% | -33.9% | Q3 2025 |
| AVGO | $36.9M | 3.28% | 0.00% | -29.7% | Q1 2024 |
 SRRK | $33.9M | 3.01% | 0.71% | Not reported | Q4 2024 |
| CRWD | $33.2M | 2.94% | 0.03% | -50.5% | Q1 2023 |
| VRT | $29.4M | 2.61% | 0.05% | -53.6% | Q4 2024 |
| FCX | $28.2M | 2.50% | 0.04% | Not reported | Q4 2019 |
| LIN | $27.4M | 2.43% | 0.01% | -16.3% | Q3 2024 |
| MLYS | $23.9M | 2.12% | 0.81% | New | Q4 2025 |
| WM | $21.8M | 1.93% | 0.02% | 0.0% | Q1 2025 |
| AMAT | $19.8M | 1.76% | 0.01% | -4.3% | Q3 2024 |
| META | $14.2M | 1.26% | Not reported | -74.0% | Q4 2023 |
 VRDN | $13.2M | 1.17% | 0.42% | Not reported | Q3 2024 |
| MELI | $12.6M | 1.11% | 0.01% | Not reported | Q4 2023 |
| QURE | $12.5M | 1.11% | 0.84% | Not reported | Q3 2025 |
| AMD | $10.9M | 0.96% | 0.00% | +69.1% | Q2 2023 |
| INTC | $10.7M | 0.95% | 0.01% | -86.2% | Q3 2024 |
| NKTR | $7.95M | 0.71% | 0.92% | +22.3% | Q3 2025 |
| MRVL | $7.19M | 0.64% | 0.01% | -3.9% | Q1 2024 |
| JPM | $5.83M | 0.52% | 0.00% | +314.6% | Q1 2022 |
| JANX | $5.2M | 0.46% | 0.62% | Not reported | Q3 2024 |
| WFC | $5.18M | 0.46% | 0.00% | +501.6% | Q2 2024 |
| SCCO | $4.81M | 0.43% | 0.00% | +0.1% | Q4 2023 |
| BRK.B | $4.79M | 0.43% | Not reported | -0.1% | Q3 2022 |
 ORCL | $4.68M | 0.42% | 0.00% | -80.6% | Q1 2025 |
| GE | $4.25M | 0.38% | 0.00% | New | Q4 2025 |
| RTX | $4.06M | 0.36% | 0.00% | New | Q4 2025 |
| CAT | $3.89M | 0.34% | 0.00% | New | Q4 2025 |
| AAPL | $3.34M | 0.30% | 0.00% | 0.0% | Q1 2023 |
| WMT | $3.24M | 0.29% | 0.00% | -0.1% | Q3 2022 |
| BAC | $2.67M | 0.24% | 0.00% | +340.9% | Q2 2024 |
| CRM | $2.43M | 0.22% | 0.00% | Not reported | Q4 2024 |
| GEV | $2.26M | 0.20% | 0.00% | New | Q4 2025 |
| FISV | $1.98M | 0.18% | 0.01% | Not reported | Q3 2021 |
| V | $1.95M | 0.17% | 0.00% | -0.2% | Q4 2023 |
| PG | $593K | 0.05% | 0.00% | -0.3% | Q3 2024 |
| NFLX | $584K | 0.05% | 0.00% | -83.9% | Q1 2025 |
| PEP | $451K | 0.04% | 0.00% | -0.1% | Q2 2024 |
| KO | $365K | 0.03% | 0.00% | -0.5% | Q3 2024 |
| Q3 2025 | |||||
 RBLX | $101M | 7.82% | 0.10% | New | Q3 2025 |
| NVDA | $95.2M | 7.35% | 0.00% | +1180.5% | Q2 2023 |
| GOOG | $85.2M | 6.58% | Not reported | +108.0% | Q4 2019 |
| INTC | $70.3M | 5.43% | 0.04% | +749.7% | Q3 2024 |
| CRWD | $70.1M | 5.42% | 0.06% | +1985.1% | Q1 2023 |
| CYTK | $65.5M | 5.06% | 1.00% | +10.2% | Q4 2023 |
| ABVX | $62.1M | 4.80% | 1.15% | New | Q3 2025 |
| META | $60.9M | 4.71% | Not reported | +44.3% | Q4 2023 |
| VRT | $59M | 4.56% | 0.10% | +58.0% | Q4 2024 |
| AMZN | $52.2M | 4.03% | 0.00% | 0.0% | Q1 2024 |
| AVGO | $50.1M | 3.87% | 0.00% | +1.0% | Q1 2024 |
 S | $48.9M | 3.78% | Not reported | +246.0% | Q1 2024 |
| SNOW | $46.2M | 3.57% | 0.06% | +67.6% | Q2 2025 |
| WDC | $41.3M | 3.19% | 0.10% | New | Q3 2025 |
| AXSM | $39.6M | 3.06% | 0.65% | Not reported | Q4 2024 |
| LIN | $36.5M | 2.82% | 0.02% | -3.4% | Q3 2024 |
| ORCL | $34.8M | 2.69% | 0.00% | +235.1% | Q1 2025 |
 XYZ | $30.5M | 2.36% | Not reported | -0.1% | Q1 2025 |
| QURE | $30.5M | 2.35% | 0.84% | New | Q3 2025 |
| SRRK | $28.7M | 2.21% | 0.78% | Not reported | Q4 2024 |
| MSFT | $23.9M | 1.84% | 0.00% | +290.4% | Q1 2023 |
| WM | $21.9M | 1.69% | 0.02% | -34.2% | Q1 2025 |
| FCX | $21.8M | 1.68% | 0.04% | Not reported | Q4 2019 |
| AMAT | $16.5M | 1.28% | 0.01% | -53.8% | Q3 2024 |
 ETN | $14.6M | 1.13% | 0.01% | -69.7% | Q4 2024 |
| MELI | $14.6M | 1.13% | 0.01% | 0.0% | Q4 2023 |
| JANX | $9.2M | 0.71% | 0.63% | Not reported | Q3 2024 |
| VRDN | $9.13M | 0.71% | 0.51% | Not reported | Q3 2024 |
| NKTR | $8.75M | 0.68% | 0.78% | New | Q3 2025 |
| MRVL | $7.4M | 0.57% | 0.01% | Not reported | Q1 2024 |
| AMD | $4.86M | 0.38% | 0.00% | -42.4% | Q2 2023 |
| BRK.B | $4.8M | 0.37% | Not reported | +0.6% | Q3 2022 |
| NFLX | $4.63M | 0.36% | 0.00% | +0.6% | Q1 2025 |
| SCCO | $4.04M | 0.31% | 0.00% | 0.0% | Q4 2023 |
| FISV | $3.79M | 0.29% | 0.01% | Not reported | Q3 2021 |
| AAPL | $3.12M | 0.24% | 0.00% | -0.1% | Q1 2023 |
| WMT | $3M | 0.23% | 0.00% | -0.1% | Q3 2022 |
| CRM | $2.18M | 0.17% | 0.00% | -47.3% | Q4 2024 |
| V | $1.91M | 0.15% | 0.00% | +5.1% | Q4 2023 |
| JPM | $1.38M | 0.11% | 0.00% | -0.3% | Q1 2022 |
 NOW | $1.16M | 0.09% | 0.00% | -0.1% | Q1 2024 |
| WFC | $775K | 0.06% | 0.00% | -0.2% | Q2 2024 |
| PG | $638K | 0.05% | 0.00% | -0.3% | Q3 2024 |
| BAC | $568K | 0.04% | 0.00% | Not reported | Q2 2024 |
| PEP | $442K | 0.03% | 0.00% | Not reported | Q2 2024 |
| KO | $348K | 0.03% | 0.00% | -87.6% | Q3 2024 |