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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
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FCX FREEPORT MCMORAN INC Basic Materials 892,200.0 $56.1M 8.89% $62.89 +21.9%
2 AMZN AMAZON COM INC Consumer Cyclical 230,630.0 $55.0M 8.71% +68K +41.5% $238.34 +8.5%
3 NVDA NVIDIA CORPORATION Technology 270,000.0 $54.0M 8.56% +100K +58.8% $200.09 +7.3%
4 MSFT MICROSOFT CORP Technology 135,900.0 $50.7M 8.03% +25K +23.0% $373.02 +29.5%
5 SNOW SNOWFLAKE INC Technology 190,000.0 $48.4M 7.66% +59K +45.5% $254.50 +30.8%
6 AMD ADVANCED MICRO DEVICES INC Technology 80,000.0 $46.5M 7.36% -60K -42.9% $580.91 -18.5%
7 UNH UNITEDHEALTH GROUP INC Healthcare 90,350.0 $37.6M 5.95% $415.63 -6.1%
8 WCC WESCO INTL INC Industrials 82,679.0 $28.6M 4.53% $345.43 +1.1%
9 META META PLATFORMS INC Communication Services 50,000.0 $28.2M 4.46% $563.29 -2.4%
10 NOW SERVICENOW INC Technology 281,250.0 $27.9M 4.42% +100K +55.2% $99.28 +29.4%
11 MELI MERCADOLIBRE INC Consumer Cyclical 15,100.0 $25.6M 4.06% $1697.39 +13.3%
12 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 100,300.0 $25.1M 3.97% $249.98 -4.1%
13 CRM SALESFORCE INC Technology 145,800.0 $22.8M 3.62% +30K +25.9% $156.66 +33.5%
14 V VISA INC Financial Services 65,118.0 $22.3M 3.54% $343.09 +8.1%
15 S SENTINELONE INC Technology 1,063,223.0 $18.0M 2.86% $16.97 +24.9%
16 DHR DANAHER CORP DEL Healthcare 91,000.0 $17.3M 2.75% $190.48 +14.9%
17 BA BOEING CO Industrials 70,000.0 $15.2M 2.40% $216.47 -1.0%
18 ORCL ORACLE CORP Technology 100,000.0 $14.7M 2.32% NEW $146.55 -0.1%
19 C CITIGROUP INC Financial Services 64,900.0 $9.1M 1.44% $139.96 -5.9%
20 AXP AMERICAN EXPRESS CO Financial Services 20,118.0 $6.8M 1.08% $338.25 -0.7%
Page 1 of 2  ·  25 positions

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%