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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 Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 31,000.0 $35.8M 9.40% -14K -31.1% $1154.29 -19.0%
2 DECK DECKERS OUTDOOR CORP Consumer Cyclical 51,110.0 $5.1M 1.33% -67K -56.7% $99.29 -13.1%
3 LOGI LOGITECH INTL S A Technology 23,673.0 $2.2M 0.58% -14K -37.0% $93.57 +4.8%

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 65.8%
Communication Services 13.0%
Consumer Cyclical 8.8%
Basic Materials 6.3%
Healthcare 3.3%
Financial Services 1.6%
Energy 1.2%