Portfolio (Quarterly) Guide ↗

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

· CIK 0002033881

13F Portfolio $381M AUM 27 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MELI	MERCADOLIBRE INC	Consumer Cyclical	5,280	$9.1M	3.48%	SOLD

Sector Allocation

Technology 65.8%

Communication Services 13.0%

Consumer Cyclical 8.8%

Basic Materials 6.3%

Healthcare 3.3%

Financial Services 1.6%

Energy 1.2%