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Portfolio (Quarterly) Guide ↗

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

· CIK 0002071170
13F Portfolio $355M AUM 690 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 690 New
Page 34 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CRCL CIRCLE INTERNET GROUP INC Financial Services 170.0 $11K 0.00% NEW $62.63 +39.1%
662 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 200.0 $11K 0.00% NEW $52.65 +20.9%
663 LEIDOS HOLDINGS INC 100.0 $10K 0.00% NEW $102.97
664 EXPD EXPEDITORS INTL WASH INC Industrials 55.0 $9K 0.00% NEW $162.98 +17.2%
665 NABL N-ABLE INC Technology 2,300.0 $8K 0.00% NEW $3.67 +14.2%
666 XYL XYLEM INC Industrials 70.0 $8K 0.00% NEW $118.21 -5.8%
667 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 30.0 $8K 0.00% NEW $263.27 +35.4%
668 IONQ IONQ INC Technology 125.0 $7K 0.00% NEW $53.26 -26.4%
669 RCI ROGERS COMMUNICATIONS INC Communication Services 200.0 $6K 0.00% NEW $32.41 +12.9%
670 J JACOBS SOLUTIONS INC Industrials 50.0 $6K 0.00% NEW $126.00 +20.6%
671 ANNALY CAPITAL MANAGEMENT IN 250.0 $6K 0.00% NEW $22.36
672 SOLV SOLVENTUM CORP Healthcare 68.0 $5K 0.00% NEW $77.15 +18.1%
673 HUBS HUBSPOT INC Technology 25.0 $5K 0.00% NEW $182.52 +42.9%
674 TTD THE TRADE DESK INC Technology 230.0 $4K 0.00% NEW $18.08 -24.9%
675 BROOKFIELD ASSET MANAGMT LTD 76.0 $3K 0.00% NEW $44.70
676 L LOEWS CORP Financial Services 30.0 $3K 0.00% NEW $113.20 -3.1%
677 BURL BURLINGTON STORES INC Consumer Cyclical 10.0 $3K 0.00% NEW $316.80 -13.8%
678 DSGX DESCARTES SYS GROUP INC Technology 40.0 $3K 0.00% NEW $69.03 +18.6%
679 IT GARTNER INC Technology 20.0 $3K 0.00% NEW $129.60 +53.1%
680 VERSIGENT PLC 60.0 $3K 0.00% NEW $42.02
Page 34 of 35  ·  690 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 46.0%
Healthcare 9.9%
Financial Services 8.3%
Consumer Cyclical 8.1%
Industrials 6.5%
Basic Materials 6.1%
Communication Services 5.2%
Energy 3.7%
Utilities 2.3%
Real Estate 2.2%