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Portfolio (Quarterly) Guide ↗

PKO BP BANKOWY Universal Pension Society JSC

· CIK 0002055875
13F Portfolio $350M AUM 13 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 Added 3 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UBER UBER TECHNOLOGIES INC Technology 411,550.0 $29.7M 8.49% +20K +5.1% $72.16 +9.2%
2 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 170,802.0 $28.8M 8.23% +32K +23.1% $168.53 -8.6%
3 PUMP PROPETRO HLDG CORP Energy 870,485.0 $12.5M 3.57% +8K +0.9% $14.34 -23.4%
4 CRM SALESFORCE INC Technology 36,000.0 $5.6M 1.61% +6K +20.0% $156.66 +63.4%

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 66.5%
Basic Materials 10.9%
Healthcare 8.2%
Energy 6.6%
Consumer Cyclical 6.2%
Communication Services 1.5%