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.
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group (CIK 2033881) reported $262.3M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($28.3M, 10.79%), AMZN ($19.4M, 7.38%), GOOGL ($18.8M, 7.18%), PAY ($18.6M, 7.10%), PAAS ($15.6M, 5.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $28.3M | 10.79% | 76,500 | New |
| 2 | AMZN | AMAZON COM INC | $19.4M | 7.38% | 93,000 | Added |
| 3 | GOOGL | ALPHABET INC | $18.8M | 7.18% | 65,540 | Hold |
| 4 | PAY | PAYMENTUS HOLDINGS INC | $18.6M | 7.10% | 733,470 | Added |
| 5 | PAAS | PAN AMERN SILVER CORP | $15.6M | 5.96% | 286,327 | Hold |
| 6 | MU | MICRON TECHNOLOGY INC | $15.2M | 5.80% | 45,000 | Hold |
| 7 | AAPL | APPLE INC | $14.0M | 5.32% | 55,000 | New |
| 8 | NVDA | NVIDIA CORPORATION | $13.4M | 5.12% | 77,000 | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $12.4M | 4.71% | 60,800 | Trimmed |
| 10 | DECK | DECKERS OUTDOOR CORP | $11.8M | 4.51% | 118,110 | Hold |
| 11 | MRVL | MARVELL TECHNOLOGY INC | $11.4M | 4.34% | 115,000 | Hold |
| 12 | FCX | FREEPORT MCMORAN INC | $10.5M | 3.99% | 178,290 | Hold |
| 13 | CRM | SALESFORCE INC | $9.7M | 3.70% | 52,000 | New |
| 14 | MELI | MERCADOLIBRE INC | $9.1M | 3.48% | 5,280 | Hold |
| 15 | DASH | DOORDASH INC | $7.5M | 2.87% | 50,110 | Hold |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | $6.8M | 2.59% | 105,000 | Hold |
| 17 | MSCI | MSCI INC | $6.0M | 2.30% | 11,170 | Hold |
| 18 | SNOW | SNOWFLAKE INC | $5.9M | 2.24% | 39,000 | New |
| 19 | COP | CONOCOPHILLIPS | $5.0M | 1.91% | 38,000 | Hold |
| 20 | NOW | SERVICENOW INC | $5.0M | 1.91% | 48,000 | New |
| 21 | SNDX | SYNDAX PHARMACEUTICALS INC | $4.7M | 1.78% | 200,000 | Hold |
| 22 | NBIX | NEUROCRINE BIOSCIENCES INC | $4.0M | 1.53% | 30,400 | Hold |
| 23 | LOGI | LOGITECH INTL S A | $3.4M | 1.29% | 37,556 | Added |
| 24 | STLA | STELLANTIS N.V | $2.8M | 1.05% | 400,000 | Hold |
| 25 | NRIX | NURIX THERAPEUTICS INC | $1.3M | 0.50% | 85,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31