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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 MU MICRON TECHNOLOGY INC Technology 145,000.0 $167.4M 47.83% -32K -18.0% $1154.29 -19.2%
2 DELL DELL TECHNOLOGIES INC Technology 69,552.0 $30.0M 8.58% -28K -28.7% $431.46 +5.7%
3 MOS MOSAIC CO Basic Materials 20,000.0 $424K 0.12% -15K -42.9% $21.19 +11.4%

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%