Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (CIK 2043130) reported $193.7M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($11.3M, 5.81%), NVDA ($10.4M, 5.36%), AMZN ($7.6M, 3.95%), GOOGL ($7.4M, 3.83%), AAPL ($4.9M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $11.3M | 5.81% | 30,300 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $10.4M | 5.36% | 59,500 | Added |
| 3 | AMZN | AMAZON COM INC | $7.6M | 3.95% | 36,700 | Added |
| 4 | GOOGL | ALPHABET INC | $7.4M | 3.83% | 28,000 | Trimmed |
| 5 | AAPL | APPLE INC | $4.9M | 2.55% | 19,450 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $4.9M | 2.53% | 24,100 | Added |
| 7 | NOW | SERVICENOW INC | $4.6M | 2.37% | 44,000 | Added |
| 8 | ADBE | ADOBE INC | $4.3M | 2.24% | 17,866 | Trimmed |
| 9 | ADI | ANALOG DEVICES INC | $4.3M | 2.21% | 13,450 | Trimmed |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $4.2M | 2.16% | 10,700 | Added |
| 11 | HUBS | HUBSPOT INC | $3.6M | 1.88% | 14,900 | Added |
| 12 | MRVL | MARVELL TECHNOLOGY INC | $3.5M | 1.79% | 35,000 | Trimmed |
| 13 | PANW | PALO ALTO NETWORKS INC | $3.4M | 1.78% | 21,500 | Added |
| 14 | TSLA | TESLA INC | $3.4M | 1.77% | 9,200 | Hold |
| 15 | TXN | TEXAS INSTRS INC | $3.4M | 1.75% | 17,500 | Trimmed |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | $3.3M | 1.71% | 51,400 | Trimmed |
| 17 | AMAT | APPLIED MATLS INC | $3.3M | 1.68% | 9,550 | Trimmed |
| 18 | ISRG | INTUITIVE SURGICAL INC | $3.0M | 1.52% | 6,400 | Hold |
| 19 | SNOW | SNOWFLAKE INC | $2.5M | 1.32% | 16,900 | Added |
| 20 | DDOG | DATADOG INC | $2.5M | 1.31% | 21,500 | Trimmed |
| 21 | ON | ON SEMICONDUCTOR CORP | $2.5M | 1.28% | 40,100 | Trimmed |
| 22 | BSX | BOSTON SCIENTIFIC CORP | $2.4M | 1.23% | 38,000 | Added |
| 23 | TOST | TOAST INC | $2.4M | 1.22% | 89,000 | Added |
| 24 | BAC | BANK AMERICA CORP | $2.1M | 1.07% | 42,500 | Added |
| 25 | NET | CLOUDFLARE INC | $2.1M | 1.07% | 10,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31