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Portfolio (Quarterly) Guide ↗

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

· CIK 0002033881
13F Portfolio $262M AUM 28 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 4 Added 1 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 60,800.0 $12.4M 4.71% -44K -42.0% $203.43 +155.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.9%
Consumer Cyclical 16.4%
Communication Services 10.1%
Basic Materials 10.0%
Healthcare 4.1%
Financial Services 2.3%
Energy 2.2%