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.
PKO BP BANKOWY Universal Pension Society JSC (CIK 2055875) reported $349.9M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($167.4M, 47.83%), FCX ($33.2M, 9.48%), DELL ($30.0M, 8.58%), UBER ($29.7M, 8.49%), NBIX ($28.8M, 8.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $167.4M | 47.83% | 145,000 | Trimmed |
| 2 | FCX | FREEPORT MCMORAN INC | $33.2M | 9.48% | 527,755 | Hold |
| 3 | DELL | DELL TECHNOLOGIES INC | $30.0M | 8.58% | 69,552 | Trimmed |
| 4 | UBER | UBER TECHNOLOGIES INC | $29.7M | 8.49% | 411,550 | Added |
| 5 | NBIX | NEUROCRINE BIOSCIENCES INC | $28.8M | 8.23% | 170,802 | Added |
| 6 | AMZN | AMAZON COM INC | $21.7M | 6.21% | 91,250 | Hold |
| 7 | PUMP | PROPETRO HLDG CORP | $12.5M | 3.57% | 870,485 | Added |
| 8 | DVN | DEVON ENERGY CORP NEW | $7.3M | 2.10% | 177,491 | Hold |
| 9 | CRM | SALESFORCE INC | $5.6M | 1.61% | 36,000 | Added |
| 10 | GOOGL | ALPHABET INC | $5.4M | 1.53% | 15,000 | Hold |
| 11 | NEM | NEWMONT CORP | $4.7M | 1.33% | 50,000 | Hold |
| 12 | COP | CONOCOPHILLIPS | $3.2M | 0.92% | 31,000 | Hold |
| 13 | MOS | MOSAIC CO | $423,800 | 0.12% | 20,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30