Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Net buyer this quarter
$381M
27
+$20.7M
75.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $40.2M | 10.56% | 0.00% | +71.7% | Q1 2020 |
 MU | $35.8M | 9.40% | 0.00% | -31.1% | Q3 2023 |
 AMD | $35.3M | 9.27% | 0.00% | Not reported | Q4 2022 |
 MRVL | $34.3M | 9.00% | 0.01% | Not reported | Q2 2014 |
 NVDA | $31.6M | 8.30% | 0.00% | +105.2% | Q1 2014 |
 MSFT | $28.5M | 7.49% | 0.00% | Not reported | Q1 2026 |
 AMZN | $26.2M | 6.88% | 0.00% | +18.3% | Q4 2019 |
 AAPL | $20.8M | 5.47% | 0.00% | +30.9% | Q1 2026 |
 PAY | $17.7M | 4.65% | 0.71% | Not reported | Q3 2025 |
 SNOW | $15.6M | 4.09% | 0.02% | +56.9% | Q1 2026 |
 PAAS | $12.8M | 3.35% | 0.07% | Not reported | Q1 2025 |
 FCX | $11.2M | 2.94% | 0.01% | Not reported | Q4 2020 |
 CRM | $11.1M | 2.92% | 0.01% | +36.5% | Q1 2026 |
 MCHP | $9.58M | 2.51% | 0.02% | Not reported | Q4 2025 |
 DASH | $9.25M | 2.43% | Not reported | Not reported | Q3 2025 |
 NOW | $7.99M | 2.10% | 0.01% | +67.7% | Q1 2026 |
 MSCI | $6.26M | 1.64% | 0.02% | Not reported | Q3 2025 |
 NBIX | $5.12M | 1.35% | 0.03% | Not reported | Q1 2021 |
 DECK | $5.07M | 1.33% | 0.04% | -56.7% | Q3 2025 |
 SNDX | $4.37M | 1.15% | 0.22% | Not reported | Q1 2025 |
 COP | $3.95M | 1.04% | 0.00% | Not reported | Q3 2015 |
 STLA | $2.26M | 0.59% | 0.01% | Not reported | Q4 2025 |
 LOGI | $2.22M | 0.58% | 0.02% | -37.0% | Q1 2024 |
 NRIX | $2.06M | 0.54% | 0.08% | Not reported | Q1 2023 |
 TDW | $648K | 0.17% | 0.02% | Not reported | Q1 2025 |
 ARVN | $478K | 0.13% | 0.09% | Not reported | Q3 2021 |
 CCCC | $397K | 0.10% | 0.07% | Not reported | Q4 2021 |
| Q1 2026 | |||||
| MSFT | $28.3M | 10.79% | 0.00% | New | Q1 2026 |
| AMZN | $19.4M | 7.38% | 0.00% | +93.8% | Q4 2019 |
| GOOGL | $18.8M | 7.18% | 0.00% | Not reported | Q1 2020 |
| PAY | $18.6M | 7.10% | 0.71% | +70.6% | Q3 2025 |
| PAAS | $15.6M | 5.96% | 0.07% | Not reported | Q1 2025 |
| MU | $15.2M | 5.80% | 0.00% | Not reported | Q3 2023 |
| AAPL | $14M | 5.32% | 0.00% | New | Q1 2026 |
| NVDA | $13.4M | 5.12% | 0.00% | +352.9% | Q1 2014 |
| AMD | $12.4M | 4.71% | 0.00% | -42.0% | Q4 2022 |
| DECK | $11.8M | 4.51% | 0.08% | Not reported | Q3 2025 |
| MRVL | $11.4M | 4.34% | 0.01% | Not reported | Q2 2014 |
| FCX | $10.5M | 3.99% | 0.01% | Not reported | Q4 2020 |
| CRM | $9.71M | 3.70% | 0.01% | New | Q1 2026 |
 MELI | $9.13M | 3.48% | 0.01% | Not reported | Q3 2025 |
| DASH | $7.52M | 2.87% | Not reported | Not reported | Q3 2025 |
| MCHP | $6.78M | 2.59% | 0.02% | Not reported | Q4 2025 |
| MSCI | $6.02M | 2.30% | 0.02% | Not reported | Q3 2025 |
| SNOW | $5.88M | 2.24% | 0.01% | New | Q1 2026 |
| NOW | $5.02M | 1.91% | 0.00% | New | Q1 2026 |
| COP | $5.02M | 1.91% | 0.00% | Not reported | Q3 2015 |
| SNDX | $4.67M | 1.78% | 0.23% | Not reported | Q1 2025 |
| NBIX | $4M | 1.53% | 0.03% | Not reported | Q1 2021 |
| LOGI | $3.4M | 1.29% | 0.03% | +13.5% | Q1 2024 |
| STLA | $2.76M | 1.05% | 0.01% | Not reported | Q4 2025 |
| NRIX | $1.32M | 0.50% | 0.08% | Not reported | Q1 2023 |
| TDW | $813K | 0.31% | 0.02% | Not reported | Q1 2025 |
| ARVN | $610K | 0.23% | 0.09% | Not reported | Q3 2021 |
| CCCC | $224K | 0.09% | 0.08% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| AMD | $22.4M | 10.95% | 0.01% | Not reported | Q4 2022 |
| GOOGL | $20.5M | 10.01% | 0.00% | Not reported | Q1 2020 |
| PAAS | $14.8M | 7.24% | 0.07% | Not reported | Q1 2025 |
| PAY | $13.6M | 6.62% | 0.42% | +104.7% | Q3 2025 |
| MU | $12.8M | 6.27% | 0.00% | -45.1% | Q3 2023 |
| DECK | $12.2M | 5.97% | 0.08% | Not reported | Q3 2025 |
| DASH | $11.3M | 5.54% | Not reported | Not reported | Q3 2025 |
| AMZN | $11.1M | 5.40% | 0.00% | +45.5% | Q4 2019 |
| MELI | $10.6M | 5.19% | 0.01% | Not reported | Q3 2025 |
| MRVL | $9.77M | 4.77% | 0.01% | Not reported | Q2 2014 |
| FCX | $9.06M | 4.42% | 0.01% | Not reported | Q4 2020 |
| MCHP | $6.69M | 3.26% | 0.02% | New | Q4 2025 |
 JBL | $6.61M | 3.23% | 0.03% | New | Q4 2025 |
| MSCI | $6.41M | 3.13% | 0.02% | Not reported | Q3 2025 |
 BKR | $5.92M | 2.89% | 0.01% | Not reported | Q1 2022 |
 SLB | $4.99M | 2.43% | 0.01% | Not reported | Q2 2022 |
| STLA | $4.43M | 2.16% | 0.01% | New | Q4 2025 |
| NBIX | $4.31M | 2.10% | 0.03% | Not reported | Q1 2021 |
| SNDX | $4.2M | 2.05% | 0.23% | Not reported | Q1 2025 |
| COP | $3.56M | 1.74% | 0.00% | Not reported | Q3 2015 |
| LOGI | $3.4M | 1.66% | 0.02% | -12.0% | Q1 2024 |
| NVDA | $3.17M | 1.55% | 0.00% | Not reported | Q1 2014 |
| NRIX | $1.61M | 0.79% | 0.08% | Not reported | Q1 2023 |
| ARVN | $682K | 0.33% | 0.09% | Not reported | Q3 2021 |
| TDW | $491K | 0.24% | 0.02% | Not reported | Q1 2025 |
| CCCC | $162K | 0.08% | 0.09% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| AMD | $17M | 10.01% | 0.01% | +110.4% | Q4 2022 |
| GOOGL | $15.9M | 9.41% | 0.00% | Not reported | Q1 2020 |
| MU | $13.7M | 8.10% | 0.01% | Not reported | Q3 2023 |
| DASH | $13.6M | 8.05% | Not reported | New | Q3 2025 |
| MELI | $12.3M | 7.29% | 0.01% | New | Q3 2025 |
| DECK | $12M | 7.07% | 0.08% | New | Q3 2025 |
| PAAS | $11.1M | 6.55% | 0.08% | Not reported | Q1 2025 |
| MRVL | $9.67M | 5.71% | 0.01% | Not reported | Q2 2014 |
| AMZN | $7.25M | 4.28% | 0.00% | Not reported | Q4 2019 |
| FCX | $6.99M | 4.13% | 0.01% | Not reported | Q4 2020 |
| PAY | $6.43M | 3.80% | 0.20% | New | Q3 2025 |
| MSCI | $6.34M | 3.74% | 0.01% | New | Q3 2025 |
| BKR | $6.33M | 3.74% | 0.01% | Not reported | Q1 2022 |
| SLB | $4.47M | 2.64% | 0.01% | Not reported | Q2 2022 |
| NBIX | $4.27M | 2.52% | 0.03% | Not reported | Q1 2021 |
| LOGI | $4.1M | 2.42% | 0.03% | -19.2% | Q1 2024 |
| COP | $3.59M | 2.12% | 0.00% | Not reported | Q3 2015 |
| NVDA | $3.17M | 1.87% | 0.00% | Not reported | Q1 2014 |
| SNDX | $3.08M | 1.82% | 0.23% | Not reported | Q1 2025 |
 ARRY | $2.82M | 1.67% | 0.23% | Not reported | Q3 2021 |
 DIN | $2.08M | 1.23% | 0.58% | Not reported | Q2 2022 |
 ENPH | $1.13M | 0.67% | 0.02% | Not reported | Q4 2022 |
| NRIX | $785K | 0.46% | 0.11% | Not reported | Q1 2023 |
| TDW | $519K | 0.31% | 0.02% | Not reported | Q1 2025 |
| ARVN | $490K | 0.29% | 0.08% | Not reported | Q3 2021 |
| CCCC | $189K | 0.11% | 0.11% | Not reported | Q4 2021 |