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Portfolio (Quarterly) Guide ↗

Generali Powszechne Towarzystwo Emerytalne

· CIK 0002042955
13F Portfolio $631M AUM 25 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 6 Added 1 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 230,630.0 $55.0M 8.71% +68K +41.5% $238.34 +8.5%
2 NVDA NVIDIA CORPORATION Technology 270,000.0 $54.0M 8.56% +100K +58.8% $200.09 +7.3%
3 MSFT MICROSOFT CORP Technology 135,900.0 $50.7M 8.03% +25K +23.0% $373.02 +29.5%
4 SNOW SNOWFLAKE INC Technology 190,000.0 $48.4M 7.66% +59K +45.5% $254.50 +30.8%
5 NOW SERVICENOW INC Technology 281,250.0 $27.9M 4.42% +100K +55.2% $99.28 +29.4%
6 CRM SALESFORCE INC Technology 145,800.0 $22.8M 3.62% +30K +25.9% $156.66 +33.5%

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 45.2%
Consumer Cyclical 13.7%
Basic Materials 9.0%
Healthcare 8.8%
Communication Services 8.5%
Industrials 7.7%
Financial Services 7.2%