Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.

13F filer · CIK 0002054965

Reported Jul 10, 2026

Net buyer this quarter

13F portfolio value$46.6MU.S. long equity reported on 13F

Positions391 new · 0 closed

Net flow last quarter+$220KBuys minus sells

Top 10 positions weight68.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 202639 positions
NEMNEWMONT Corp	$4.9M	10.51%	0.00%	-6.4%	Q1 2024
AEMAgnico Eagle Mines Ltd	$4.74M	10.17%	0.01%	+3.0%	Q1 2024
WPMWheaton Precious Metals Corp.	$3.99M	8.56%	0.01%	-11.4%	Q1 2024
BBarrick Mining Corp	$3.74M	8.02%	0.01%	-19.1%	Q2 2025
KGCKinross Gold Corp	$3.33M	7.14%	0.01%	+0.4%	Q1 2024
AUAngloGold Ashanti PLC	$2.6M	5.57%	0.01%	Not reported	Q1 2024
GFIGold Fields Ltd	$2.5M	5.35%	0.01%	+10.9%	Q1 2024
PAASPan American Silver Corp	$2.46M	5.27%	0.01%	-0.5%	Q1 2024
AGIAlamos Gold Inc	$1.89M	4.04%	0.01%	+10.1%	Q1 2024
HMYHarmony Gold Mining Co Ltd	$1.74M	3.73%	0.02%	+15.7%	Q1 2024
SSRMSSR Mining Inc.	$1.56M	3.35%	0.03%	-2.0%	Q1 2024
EQXEquinox Gold Corp.	$1.52M	3.27%	0.02%	+22.9%	Q1 2024
OGCOceanaGold Corp	$1.47M	3.14%	Not reported	New	Q2 2026
FNVFRANCO NEVADA Corp	$1.46M	3.12%	0.00%	-39.1%	Q1 2024
BTGB2gold Corp	$1.41M	3.03%	0.03%	+22.6%	Q1 2024
CGAUCenterra Gold Inc.	$1.28M	2.75%	0.04%	+2.8%	Q1 2024
FSMFortuna Mining Corp.	$1.28M	2.75%	0.05%	+20.3%	Q1 2024
EGOEldorado Gold Corp	$1.04M	2.23%	0.02%	Not reported	Q1 2024
SVMSilvercorp Metals Inc	$925K	1.98%	0.04%	+4.2%	Q1 2024
AGFirst Majestic Silver Corp	$906K	1.94%	0.01%	+28.7%	Q1 2024
HLHecla Mining Co	$804K	1.72%	0.01%	Not reported	Q1 2024
RGLDRoyal Gold Inc	$483K	1.04%	0.00%	-39.8%	Q1 2024
DRDDrdgold Ltd	$424K	0.91%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$13.7K	0.03%	0.00%	Not reported	Q4 2025
PSXPhillips 66	$13.5K	0.03%	0.00%	-38.5%	Q1 2024
CVXChevron Corp	$13.3K	0.03%	0.00%	Not reported	Q4 2025
VLOValero Energy Corp	$13K	0.03%	0.00%	-50.0%	Q1 2024
MPCMarathon Petroleum Corp	$12.8K	0.03%	0.00%	-50.0%	Q1 2024
WMBWilliams Companies, Inc.	$12.6K	0.03%	0.00%	-32.0%	Q1 2024
SLBSLB Limited	$12.1K	0.03%	0.00%	Not reported	Q4 2025
EOGEog Resources Inc	$11.7K	0.03%	0.00%	Not reported	Q4 2025
OXYOccidental Petroleum Corp	$11.7K	0.03%	0.00%	Not reported	Q4 2025
KMIKinder Morgan, Inc.	$11.5K	0.02%	0.00%	-36.8%	Q1 2024
OKEOneok Inc	$11.3K	0.02%	0.00%	Not reported	Q1 2024
HALHalliburton Co	$11.2K	0.02%	0.00%	Not reported	Q1 2026
COPConocophillips	$11.2K	0.02%	0.00%	Not reported	Q4 2025
EQTEQT Corp	$9.57K	0.02%	0.00%	Not reported	Q4 2025
DVNDevon Energy Corp	$9.5K	0.02%	0.00%	Not reported	Q4 2025
BKRBaker Hughes Co	$8.88K	0.02%	0.00%	-30.4%	Q1 2026
Q1 2026Reported Apr 9, 202638 positions
NEMNEWMONT Corp	$6.07M	10.81%	0.01%	+40.6%	Q1 2024
AEMAgnico Eagle Mines Ltd	$6.02M	10.72%	0.01%	+44.1%	Q1 2024
WPMWheaton Precious Metals Corp.	$5.27M	9.38%	0.01%	+21.1%	Q1 2024
BBarrick Mining Corp	$5.14M	9.15%	0.01%	+30.9%	Q2 2025
KGCKinross Gold Corp	$4.29M	7.64%	0.01%	+13.2%	Q1 2024
AUAngloGold Ashanti PLC	$3.08M	5.48%	0.01%	+19.8%	Q1 2024
GFIGold Fields Ltd	$3.04M	5.41%	0.01%	+35.9%	Q1 2024
PAASPan American Silver Corp	$3.02M	5.38%	0.01%	+6.8%	Q1 2024
FNVFRANCO NEVADA Corp	$2.84M	5.06%	0.01%	+88.5%	Q1 2024
AGIAlamos Gold Inc	$2.52M	4.48%	0.01%	-8.0%	Q1 2024
EQXEquinox Gold Corp.	$1.84M	3.28%	0.02%	-17.9%	Q1 2024
SSRMSSR Mining Inc.	$1.66M	2.95%	0.03%	-12.4%	Q1 2024
HMYHarmony Gold Mining Co Ltd	$1.52M	2.70%	0.02%	+8.5%	Q1 2024
CGAUCenterra Gold Inc.	$1.4M	2.49%	0.04%	-16.2%	Q1 2024
BTGB2gold Corp	$1.4M	2.49%	0.02%	-12.3%	Q1 2024
FSMFortuna Mining Corp.	$1.25M	2.23%	0.04%	-13.5%	Q1 2024
EGOEldorado Gold Corp	$1.15M	2.04%	0.02%	Not reported	Q1 2024
RGLDRoyal Gold Inc	$1.02M	1.82%	0.00%	+99.0%	Q1 2024
HLHecla Mining Co	$971K	1.73%	0.01%	-29.0%	Q1 2024
SVMSilvercorp Metals Inc	$944K	1.68%	0.04%	-41.7%	Q1 2024
AGFirst Majestic Silver Corp	$891K	1.59%	0.01%	-51.0%	Q1 2024
DRDDrdgold Ltd	$584K	1.04%	0.00%	-25.5%	Q1 2024
VLOValero Energy Corp	$24.7K	0.04%	0.00%	Not reported	Q1 2024
MPCMarathon Petroleum Corp	$24.4K	0.04%	0.00%	Not reported	Q1 2024
PSXPhillips 66	$23.7K	0.04%	0.00%	Not reported	Q1 2024
KMIKinder Morgan, Inc.	$19.1K	0.03%	0.00%	Not reported	Q1 2024
WMBWilliams Companies, Inc.	$18.2K	0.03%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$17K	0.03%	0.00%	Not reported	Q4 2025
CVXChevron Corp	$16.6K	0.03%	0.00%	Not reported	Q4 2025
OXYOccidental Petroleum Corp	$15.6K	0.03%	0.00%	Not reported	Q4 2025
BKRBaker Hughes Co	$14K	0.02%	0.00%	New	Q1 2026
SLBSLB Limited	$13.4K	0.02%	0.00%	Not reported	Q4 2025
EOGEog Resources Inc	$13K	0.02%	0.00%	Not reported	Q4 2025
HALHalliburton Co	$12.9K	0.02%	0.00%	New	Q1 2026
OKEOneok Inc	$11.8K	0.02%	0.00%	-48.0%	Q1 2024
DVNDevon Energy Corp	$11.6K	0.02%	0.00%	Not reported	Q4 2025
EQTEQT Corp	$11.5K	0.02%	0.00%	Not reported	Q4 2025
COPConocophillips	$11.3K	0.02%	0.00%	Not reported	Q4 2025
Q4 2025Reported Jan 21, 202637 positions
BBarrick Mining Corp	$4.26M	9.07%	0.01%	-8.7%	Q2 2025
NEMNEWMONT Corp	$4.06M	8.64%	0.00%	-1.5%	Q1 2024
WPMWheaton Precious Metals Corp.	$3.95M	8.40%	0.01%	+11.4%	Q1 2024
KGCKinross Gold Corp	$3.56M	7.57%	0.01%	+70.8%	Q1 2024
AEMAgnico Eagle Mines Ltd	$3.55M	7.55%	0.00%	-1.4%	Q1 2024
PAASPan American Silver Corp	$2.73M	5.81%	0.01%	+24.2%	Q1 2024
AGIAlamos Gold Inc	$2.41M	5.13%	0.01%	+41.3%	Q1 2024
AUAngloGold Ashanti PLC	$2.32M	4.93%	0.01%	+4.7%	Q1 2024
EQXEquinox Gold Corp.	$2.21M	4.71%	0.02%	+37.2%	Q1 2024
GFIGold Fields Ltd	$2.18M	4.63%	0.01%	+13.9%	Q1 2024
HMYHarmony Gold Mining Co Ltd	$1.82M	3.88%	0.01%	+23.0%	Q1 2024
BTGB2gold Corp	$1.6M	3.41%	0.03%	+36.0%	Q1 2024
FSMFortuna Mining Corp.	$1.45M	3.08%	0.05%	+14.1%	Q1 2024
AGFirst Majestic Silver Corp	$1.43M	3.05%	0.02%	-9.6%	Q1 2024
HLHecla Mining Co	$1.43M	3.04%	0.01%	+11.2%	Q1 2024
SSRMSSR Mining Inc.	$1.41M	3.00%	0.03%	+67.0%	Q1 2024
CGAUCenterra Gold Inc.	$1.37M	2.91%	0.05%	+99.8%	Q1 2024
SVMSilvercorp Metals Inc	$1.3M	2.76%	0.07%	+14.4%	Q1 2024
FNVFRANCO NEVADA Corp	$1.27M	2.70%	0.00%	-19.7%	Q1 2024
EGOEldorado Gold Corp	$1.21M	2.58%	0.02%	+67.5%	Q1 2024
DRDDrdgold Ltd	$834K	1.77%	0.00%	-7.0%	Q1 2024
RGLDRoyal Gold Inc	$455K	0.97%	0.00%	-55.3%	Q1 2024
OKEOneok Inc	$18.5K	0.04%	0.00%	+127.3%	Q1 2024
PSXPhillips 66	$16.8K	0.04%	0.00%	Not reported	Q1 2024
VLOValero Energy Corp	$16.5K	0.04%	0.00%	Not reported	Q1 2024
MPCMarathon Petroleum Corp	$16.4K	0.03%	0.00%	Not reported	Q1 2024
KMIKinder Morgan, Inc.	$15.7K	0.03%	0.00%	Not reported	Q1 2024
WMBWilliams Companies, Inc.	$15K	0.03%	0.00%	Not reported	Q1 2024
CVXChevron Corp	$12.2K	0.03%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$12.1K	0.03%	0.00%	New	Q4 2025
COPConocophillips	$11.7K	0.02%	0.00%	New	Q4 2025
LNGCheniere Energy, Inc.	$11.6K	0.02%	0.00%	Not reported	Q1 2024
SLBSLB Limited	$10K	0.02%	0.00%	New	Q4 2025
OXYOccidental Petroleum Corp	$9.95K	0.02%	0.00%	New	Q4 2025
EQTEQT Corp	$9.83K	0.02%	0.00%	New	Q4 2025
EOGEog Resources Inc	$9.51K	0.02%	0.00%	New	Q4 2025
DVNDevon Energy Corp	$8.47K	0.02%	0.00%	New	Q4 2025
Q3 2025Reported Oct 31, 202537 positions
AMZNAmazon Com Inc	$4.79M	11.82%	0.00%	Not reported	Q1 2024
AEMAgnico Eagle Mines Ltd	$3.53M	8.70%	0.00%	+43.4%	Q1 2024
BBarrick Mining Corp	$3.47M	8.56%	0.01%	+55.2%	Q2 2025
NEMNEWMONT Corp	$3.41M	8.42%	0.00%	+34.7%	Q1 2024
WPMWheaton Precious Metals Corp.	$3.34M	8.24%	0.01%	+51.3%	Q1 2024
GFIGold Fields Ltd	$1.82M	4.48%	0.00%	+8.8%	Q1 2024
KGCKinross Gold Corp	$1.81M	4.46%	0.01%	+16.9%	Q1 2024
AUAngloGold Ashanti PLC	$1.8M	4.44%	0.01%	+38.4%	Q1 2024
FNVFRANCO NEVADA Corp	$1.69M	4.18%	0.00%	+31.9%	Q1 2024
PAASPan American Silver Corp	$1.62M	3.99%	0.01%	+56.1%	Q1 2024
AGIAlamos Gold Inc	$1.52M	3.75%	0.01%	+87.1%	Q1 2024
HMYHarmony Gold Mining Co Ltd	$1.34M	3.32%	0.01%	+47.1%	Q1 2024
BTGB2gold Corp	$1.28M	3.16%	0.02%	+81.4%	Q1 2024
EQXEquinox Gold Corp.	$1.27M	3.14%	0.02%	+230.6%	Q1 2024
AGFirst Majestic Silver Corp	$1.15M	2.84%	0.03%	+120.8%	Q1 2024
FSMFortuna Mining Corp.	$1.14M	2.82%	0.04%	+155.2%	Q1 2024
SSRMSSR Mining Inc.	$940K	2.32%	0.02%	+71.9%	Q1 2024
RGLDRoyal Gold Inc	$907K	2.24%	0.01%	Not reported	Q1 2024
SVMSilvercorp Metals Inc	$833K	2.06%	0.06%	+182.7%	Q1 2024
HLHecla Mining Co	$799K	1.97%	0.01%	Not reported	Q1 2024
DRDDrdgold Ltd	$792K	1.96%	0.00%	+258.8%	Q1 2024
EGOEldorado Gold Corp	$578K	1.43%	0.01%	+26.6%	Q1 2024
CGAUCenterra Gold Inc.	$505K	1.25%	0.02%	+81.9%	Q1 2024
MPCMarathon Petroleum Corp	$19.3K	0.05%	0.00%	Not reported	Q1 2024
PSXPhillips 66	$17.7K	0.04%	0.00%	Not reported	Q1 2024
VLOValero Energy Corp	$17K	0.04%	0.00%	Not reported	Q1 2024
CMICummins Inc	$16.9K	0.04%	0.00%	Not reported	Q1 2024
KMIKinder Morgan, Inc.	$16.1K	0.04%	0.00%	+90.0%	Q1 2024
WMBWilliams Companies, Inc.	$15.8K	0.04%	0.00%	Not reported	Q1 2024
LNGCheniere Energy, Inc.	$14.1K	0.03%	0.00%	Not reported	Q1 2024
EPDEnterprise Products Partners L.P.	$11.9K	0.03%	0.00%	Not reported	Q1 2024
UNPUnion Pacific Corp	$11.8K	0.03%	0.00%	Not reported	Q1 2024
CFCF Industries Holdings, Inc.	$11.7K	0.03%	0.00%	Not reported	Q1 2024
PAAPlains All American Pipeline LP	$11.3K	0.03%	0.00%	Not reported	Q1 2024
EMNEastman Chemical Co	$8.2K	0.02%	0.00%	Not reported	Q1 2024
OKEOneok Inc	$8.03K	0.02%	0.00%	Not reported	Q1 2024
LYBLyondellBasell Industries N.V.	$7.36K	0.02%	0.00%	Not reported	Q1 2024

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