Generali Investments Towarzystwo Funduszy Inwestycyjnych
Net buyer this quarter
$249M
147
+$652K
32.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $13.2M | 5.30% | 0.00% | +10.9% | Q1 2022 |
 MSFT | $12.9M | 5.20% | 0.00% | +14.5% | Q1 2022 |
 AMZN | $10.1M | 4.04% | 0.00% | +15.0% | Q1 2022 |
 GOOGL | $9.29M | 3.73% | 0.00% | -7.1% | Q1 2022 |
 AMD | $7.26M | 2.92% | 0.00% | -48.1% | Q1 2022 |
 CRWD | $6.33M | 2.54% | 0.00% | -22.4% | Q1 2022 |
 MU | $6.29M | 2.53% | 0.00% | +16.0% | Q1 2022 |
 PANW | $5.29M | 2.12% | 0.00% | -27.9% | Q1 2022 |
 AAPL | $5.03M | 2.02% | 0.00% | -10.5% | Q1 2022 |
 ADI | $4.85M | 1.95% | 0.00% | -9.3% | Q1 2022 |
 ISRG | $4.57M | 1.84% | 0.00% | +79.7% | Q1 2022 |
 NOW | $4.57M | 1.83% | 0.00% | +4.6% | Q4 2022 |
 HUBS | $4.38M | 1.76% | 0.05% | +61.1% | Q1 2022 |
 DDOG | $4.3M | 1.73% | 0.02% | -23.3% | Q1 2022 |
 AMAT | $4.12M | 1.66% | 0.00% | -40.3% | Q1 2022 |
 SNOW | $4.07M | 1.64% | 0.00% | -5.3% | Q1 2024 |
 MRVL | $4.02M | 1.62% | 0.00% | -61.4% | Q2 2022 |
 TSLA | $3.95M | 1.59% | 0.00% | +2.2% | Q1 2022 |
 ADBE | $3.93M | 1.58% | 0.00% | +7.2% | Q1 2022 |
 MCHP | $3.83M | 1.54% | 0.01% | -18.3% | Q1 2022 |
 BSX | $3.63M | 1.46% | 0.01% | +123.7% | Q1 2022 |
 TOST | $3.62M | 1.45% | 0.06% | +46.1% | Q3 2023 |
 TXN | $2.98M | 1.20% | 0.00% | -42.9% | Q1 2022 |
 ON | $2.75M | 1.10% | 0.01% | -27.4% | Q1 2023 |
 BAC | $2.74M | 1.10% | 0.00% | +12.9% | Q1 2022 |
 META | $2.61M | 1.05% | Not reported | +38.1% | Q1 2022 |
 MDB | $2.49M | 1.00% | 0.01% | Not reported | Q1 2022 |
 CRM | $2.39M | 0.96% | 0.00% | +228.0% | Q1 2022 |
 TTWO | $2.34M | 0.94% | 0.01% | -7.4% | Q1 2022 |
 DIS | $2.21M | 0.89% | 0.00% | +48.4% | Q1 2022 |
 RTX | $2.14M | 0.86% | 0.00% | +16.5% | Q1 2022 |
 C | $2.1M | 0.84% | 0.00% | +3.5% | Q1 2022 |
 PFE | $2.09M | 0.84% | 0.00% | +54.0% | Q1 2023 |
 MNST | $2.09M | 0.84% | 0.00% | -9.4% | Q1 2022 |
 NET | $2.08M | 0.84% | Not reported | -15.0% | Q4 2022 |
 PI | $2.08M | 0.83% | 0.05% | +7.4% | Q1 2025 |
 DXCM | $2.07M | 0.83% | 0.01% | +1332.6% | Q4 2024 |
 MNDY | $2.03M | 0.81% | 0.05% | Not reported | Q2 2025 |
 AVGO | $2M | 0.80% | 0.00% | Not reported | Q4 2025 |
 CI | $1.82M | 0.73% | 0.00% | +46.7% | Q1 2023 |
 LLY | $1.81M | 0.73% | 0.00% | -10.9% | Q4 2024 |
 QBTS | $1.8M | 0.72% | 0.02% | New | Q2 2026 |
 MRK | $1.8M | 0.72% | 0.00% | -17.7% | Q1 2022 |
 GS | $1.78M | 0.71% | 0.00% | -10.2% | Q2 2022 |
 DE | $1.74M | 0.70% | 0.00% | -8.3% | Q2 2022 |
 JPM | $1.73M | 0.69% | 0.00% | -6.1% | Q1 2022 |
 GM | $1.7M | 0.68% | 0.00% | +80.3% | Q1 2023 |
 FIVN | $1.58M | 0.63% | 0.10% | Not reported | Q3 2024 |
 INTU | $1.57M | 0.63% | 0.00% | +50.0% | Q1 2026 |
 TEAM | $1.56M | 0.62% | Not reported | Not reported | Q1 2026 |
| Q1 2026 | |||||
| MSFT | $11.3M | 5.81% | 0.00% | +22.9% | Q1 2022 |
| NVDA | $10.4M | 5.36% | 0.00% | +8.6% | Q1 2022 |
| AMZN | $7.64M | 3.95% | 0.00% | +32.5% | Q1 2022 |
| GOOGL | $7.41M | 3.83% | 0.00% | -0.4% | Q1 2022 |
| AAPL | $4.94M | 2.55% | 0.00% | +0.2% | Q1 2022 |
| AMD | $4.9M | 2.53% | 0.00% | +11.6% | Q1 2022 |
| NOW | $4.6M | 2.37% | 0.00% | +22.2% | Q4 2022 |
| ADBE | $4.34M | 2.24% | 0.00% | -2.2% | Q1 2022 |
| ADI | $4.28M | 2.21% | 0.00% | -43.5% | Q1 2022 |
| CRWD | $4.18M | 2.16% | 0.00% | +35.4% | Q1 2022 |
| HUBS | $3.64M | 1.88% | 0.03% | +26.3% | Q1 2022 |
| MRVL | $3.47M | 1.79% | 0.00% | -10.3% | Q2 2022 |
| PANW | $3.45M | 1.78% | 0.00% | +8.6% | Q1 2022 |
| TSLA | $3.42M | 1.77% | 0.00% | Not reported | Q1 2022 |
| TXN | $3.4M | 1.75% | 0.00% | -25.5% | Q1 2022 |
| MCHP | $3.32M | 1.71% | 0.01% | -16.3% | Q1 2022 |
| AMAT | $3.26M | 1.68% | 0.00% | -42.0% | Q1 2022 |
| ISRG | $2.95M | 1.52% | 0.00% | Not reported | Q1 2022 |
| SNOW | $2.55M | 1.32% | 0.00% | +11.9% | Q1 2024 |
| DDOG | $2.54M | 1.31% | 0.03% | -6.5% | Q1 2022 |
| ON | $2.48M | 1.28% | 0.01% | -14.9% | Q1 2023 |
| BSX | $2.38M | 1.23% | 0.00% | +72.7% | Q1 2022 |
| TOST | $2.36M | 1.22% | 0.04% | +21.9% | Q3 2023 |
| BAC | $2.07M | 1.07% | 0.00% | +4.9% | Q1 2022 |
| NET | $2.06M | 1.07% | Not reported | +17.7% | Q4 2022 |
| MRK | $2.04M | 1.06% | 0.00% | Not reported | Q1 2022 |
| TTWO | $1.99M | 1.03% | 0.01% | +86.9% | Q1 2022 |
| MNDY | $1.94M | 1.00% | 0.05% | +51.4% | Q2 2025 |
| META | $1.92M | 0.99% | Not reported | -18.3% | Q1 2022 |
| RTX | $1.87M | 0.97% | 0.00% | -4.9% | Q1 2022 |
| MDB | $1.81M | 0.93% | 0.01% | +8.8% | Q1 2022 |
| MNST | $1.74M | 0.90% | 0.00% | -1.8% | Q1 2022 |
| INTU | $1.73M | 0.89% | 0.00% | New | Q1 2026 |
| DE | $1.69M | 0.87% | 0.00% | Not reported | Q2 2022 |
| GS | $1.66M | 0.86% | 0.00% | -4.9% | Q2 2022 |
| JPM | $1.65M | 0.85% | 0.00% | +2.0% | Q1 2022 |
| C | $1.64M | 0.85% | 0.00% | -12.1% | Q1 2022 |
| AVGO | $1.64M | 0.85% | 0.00% | +60.6% | Q4 2025 |
| MU | $1.59M | 0.82% | 0.00% | -39.0% | Q1 2022 |
| PFE | $1.59M | 0.82% | 0.00% | Not reported | Q1 2023 |
 CF | $1.57M | 0.81% | 0.01% | -13.6% | Q4 2022 |
| LLY | $1.56M | 0.80% | 0.00% | +0.3% | Q4 2024 |
 KO | $1.52M | 0.79% | 0.00% | Not reported | Q1 2022 |
| DIS | $1.49M | 0.77% | 0.00% | +6.9% | Q1 2022 |
 HON | $1.47M | 0.76% | 0.00% | -7.1% | Q1 2022 |
 NKE | $1.42M | 0.73% | 0.00% | +1.9% | Q1 2022 |
 TECH | $1.41M | 0.73% | 0.02% | Not reported | Q1 2023 |
| PI | $1.39M | 0.72% | 0.04% | +22.7% | Q1 2025 |
| TEAM | $1.37M | 0.70% | Not reported | New | Q1 2026 |
 MA | $1.35M | 0.70% | 0.00% | -10.0% | Q1 2022 |
| Q4 2025 | |||||
| MSFT | $11.9M | 5.80% | 0.00% | +34.0% | Q1 2022 |
| NVDA | $10.2M | 4.97% | 0.00% | +15.4% | Q1 2022 |
| GOOGL | $8.8M | 4.28% | 0.00% | -13.5% | Q1 2022 |
| ADI | $6.46M | 3.14% | 0.00% | -14.4% | Q1 2022 |
| AMZN | $6.39M | 3.11% | 0.00% | +22.0% | Q1 2022 |
| ADBE | $6.39M | 3.11% | 0.00% | +4.3% | Q1 2022 |
| NOW | $5.51M | 2.68% | 0.00% | +38.5% | Q4 2022 |
| AAPL | $5.28M | 2.57% | 0.00% | -6.8% | Q1 2022 |
| HUBS | $4.74M | 2.30% | 0.02% | +31.1% | Q1 2022 |
| AMD | $4.63M | 2.25% | 0.00% | -33.0% | Q1 2022 |
| AMAT | $4.23M | 2.06% | 0.00% | -29.6% | Q1 2022 |
| TSLA | $4.14M | 2.01% | 0.00% | Not reported | Q1 2022 |
| TXN | $4.08M | 1.98% | 0.00% | +46.9% | Q1 2022 |
| MCHP | $3.91M | 1.90% | 0.01% | +35.2% | Q1 2022 |
| CRWD | $3.7M | 1.80% | 0.00% | +2.6% | Q1 2022 |
| PANW | $3.65M | 1.77% | 0.00% | +12.5% | Q1 2022 |
| ISRG | $3.62M | 1.76% | 0.00% | +10.3% | Q1 2022 |
| MRVL | $3.31M | 1.61% | 0.00% | -24.3% | Q2 2022 |
| SNOW | $3.31M | 1.61% | 0.00% | -8.5% | Q1 2024 |
| DDOG | $3.13M | 1.52% | 0.03% | -5.7% | Q1 2022 |
| MDB | $2.85M | 1.39% | 0.01% | -21.8% | Q1 2022 |
| MNDY | $2.73M | 1.33% | 0.04% | +42.3% | Q2 2025 |
| META | $2.71M | 1.32% | Not reported | +2.0% | Q1 2022 |
| TOST | $2.59M | 1.26% | 0.03% | +87.2% | Q3 2023 |
| ON | $2.55M | 1.24% | 0.01% | +2670.6% | Q1 2023 |
| BAC | $2.23M | 1.08% | 0.00% | +3.9% | Q1 2022 |
| MU | $2.2M | 1.07% | 0.00% | -54.7% | Q1 2022 |
| BSX | $2.1M | 1.02% | 0.00% | +120.0% | Q1 2022 |
| C | $1.93M | 0.94% | 0.00% | -2.9% | Q1 2022 |
| PI | $1.91M | 0.93% | 0.04% | +10.0% | Q1 2025 |
| MNST | $1.88M | 0.91% | 0.00% | -11.2% | Q1 2022 |
| RTX | $1.87M | 0.91% | 0.00% | -12.8% | Q1 2022 |
| LLY | $1.82M | 0.88% | 0.00% | -12.0% | Q4 2024 |
| GS | $1.81M | 0.88% | 0.00% | -10.4% | Q2 2022 |
| MRK | $1.79M | 0.87% | 0.00% | +14.9% | Q1 2022 |
| JPM | $1.77M | 0.86% | 0.00% | -1.3% | Q1 2022 |
| MA | $1.71M | 0.83% | 0.00% | Not reported | Q1 2022 |
| NET | $1.68M | 0.82% | Not reported | Not reported | Q4 2022 |
 AXP | $1.66M | 0.81% | 0.00% | Not reported | Q1 2023 |
| DIS | $1.65M | 0.80% | 0.00% | +15.1% | Q1 2022 |
| NKE | $1.64M | 0.80% | 0.00% | +19.8% | Q1 2022 |
| TECH | $1.59M | 0.77% | 0.02% | -3.6% | Q1 2023 |
 BILL | $1.58M | 0.77% | 0.03% | Not reported | Q3 2024 |
 PRCT | $1.57M | 0.77% | 0.09% | +92.3% | Q1 2025 |
 CBRE | $1.53M | 0.74% | 0.00% | +1.1% | Q4 2022 |
 ACN | $1.49M | 0.72% | 0.00% | +18.1% | Q1 2022 |
| FIVN | $1.48M | 0.72% | 0.10% | Not reported | Q3 2024 |
| PFE | $1.41M | 0.68% | 0.00% | +6.6% | Q1 2023 |
| KO | $1.4M | 0.68% | 0.00% | Not reported | Q1 2022 |
| DE | $1.4M | 0.68% | 0.00% | +1.7% | Q2 2022 |
| Q3 2025 | |||||
| MSFT | $9.53M | 5.05% | 0.00% | -16.4% | Q1 2022 |
| NVDA | $8.86M | 4.70% | 0.00% | -15.2% | Q1 2022 |
| GOOGL | $7.9M | 4.19% | 0.00% | -28.3% | Q1 2022 |
| ADI | $6.83M | 3.62% | 0.01% | -8.3% | Q1 2022 |
| ADBE | $6.18M | 3.27% | 0.00% | +19.8% | Q1 2022 |
| AAPL | $5.3M | 2.81% | 0.00% | +8.3% | Q1 2022 |
| AMD | $5.21M | 2.76% | 0.00% | -20.3% | Q1 2022 |
| AMZN | $4.98M | 2.64% | 0.00% | -6.2% | Q1 2022 |
| NOW | $4.79M | 2.54% | 0.00% | +8.3% | Q4 2022 |
| AMAT | $4.78M | 2.53% | 0.00% | -12.4% | Q1 2022 |
| MRVL | $4.33M | 2.29% | 0.01% | -6.4% | Q2 2022 |
| HUBS | $4.21M | 2.23% | 0.02% | +20.0% | Q1 2022 |
| TSLA | $4.09M | 2.17% | 0.00% | -17.1% | Q1 2022 |
| CRWD | $3.78M | 2.00% | 0.00% | -2.5% | Q1 2022 |
| SNOW | $3.72M | 1.97% | 0.00% | -21.4% | Q1 2024 |
| PANW | $3.58M | 1.90% | 0.00% | -3.3% | Q1 2022 |
| DDOG | $3.47M | 1.84% | 0.03% | -23.8% | Q1 2022 |
| META | $2.96M | 1.57% | Not reported | -0.5% | Q1 2022 |
| TXN | $2.94M | 1.56% | 0.00% | +23.1% | Q1 2022 |
| MCHP | $2.92M | 1.55% | 0.01% | Not reported | Q1 2022 |
| MU | $2.84M | 1.51% | 0.00% | -40.1% | Q1 2022 |
| MDB | $2.7M | 1.43% | 0.01% | -13.0% | Q1 2022 |
| ISRG | $2.59M | 1.37% | 0.00% | +52.6% | Q1 2022 |
| MNDY | $2.52M | 1.33% | 0.03% | +85.7% | Q2 2025 |
| BAC | $2.01M | 1.07% | 0.00% | -9.3% | Q1 2022 |
| RTX | $1.96M | 1.04% | 0.00% | Not reported | Q1 2022 |
| MNST | $1.86M | 0.98% | 0.00% | Not reported | Q1 2022 |
| GS | $1.83M | 0.97% | 0.00% | -9.8% | Q2 2022 |
| NET | $1.82M | 0.97% | Not reported | -48.5% | Q4 2022 |
| PI | $1.81M | 0.96% | 0.03% | -25.9% | Q1 2025 |
| FIVN | $1.79M | 0.95% | 0.09% | +8.8% | Q3 2024 |
| JPM | $1.76M | 0.93% | 0.00% | -4.8% | Q1 2022 |
| C | $1.73M | 0.91% | 0.00% | -10.5% | Q1 2022 |
| MA | $1.71M | 0.90% | 0.00% | -33.3% | Q1 2022 |
| TECH | $1.56M | 0.83% | 0.02% | Not reported | Q1 2023 |
| BILL | $1.54M | 0.81% | 0.03% | -9.4% | Q3 2024 |
 EXK | $1.53M | 0.81% | 0.01% | Not reported | Q1 2024 |
| NKE | $1.5M | 0.79% | 0.00% | -0.9% | Q1 2022 |
| AXP | $1.49M | 0.79% | 0.00% | -10.0% | Q1 2023 |
| CBRE | $1.48M | 0.79% | 0.00% | -1.1% | Q4 2022 |
| TTWO | $1.47M | 0.78% | 0.00% | -7.3% | Q1 2022 |
| LLY | $1.46M | 0.78% | 0.00% | +5.5% | Q4 2024 |
| DIS | $1.44M | 0.76% | 0.00% | +4.1% | Q1 2022 |
| TOST | $1.42M | 0.75% | 0.02% | Not reported | Q3 2023 |
 NTLA | $1.38M | 0.73% | 0.07% | -20.0% | Q1 2023 |
| HON | $1.37M | 0.73% | 0.00% | +8.3% | Q1 2022 |
| PFE | $1.35M | 0.72% | 0.00% | +3.9% | Q1 2023 |
| DE | $1.35M | 0.71% | 0.00% | +7.3% | Q2 2022 |
| KO | $1.33M | 0.70% | 0.00% | +5.3% | Q1 2022 |
| MRK | $1.24M | 0.66% | 0.00% | +4.2% | Q1 2022 |