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Portfolio (Quarterly) Guide ↗

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.

· CIK 0002054965
13F Portfolio $56M AUM 38 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 11 Added 11 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKR Baker Hughes Inc Energy 230.0 $14K 0.03% NEW $61.05 +5.0%
2 HAL Halliburton Co. Energy 330.0 $13K 0.02% NEW $38.99 +5.9%

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
Basic Materials 99.5%
Energy 0.5%