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 $380.8M across 27 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($40.2M, 10.56%), MU ($35.8M, 9.40%), AMD ($35.3M, 9.27%), MRVL ($34.3M, 9.00%), NVDA ($31.6M, 8.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $40.2M | 10.56% | 112,540 | Added |
| 2 | MU | MICRON TECHNOLOGY INC | $35.8M | 9.40% | 31,000 | Trimmed |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $35.3M | 9.27% | 60,800 | Hold |
| 4 | MRVL | MARVELL TECHNOLOGY INC | $34.3M | 9.00% | 115,000 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $31.6M | 8.30% | 158,000 | Added |
| 6 | MSFT | MICROSOFT CORP | $28.5M | 7.49% | 76,500 | Hold |
| 7 | AMZN | AMAZON COM INC | $26.2M | 6.88% | 110,000 | Added |
| 8 | AAPL | APPLE INC | $20.8M | 5.47% | 72,000 | Added |
| 9 | PAY | PAYMENTUS HOLDINGS INC | $17.7M | 4.65% | 733,470 | Hold |
| 10 | SNOW | SNOWFLAKE INC | $15.6M | 4.09% | 61,200 | Added |
| 11 | PAAS | PAN AMERN SILVER CORP | $12.8M | 3.35% | 286,327 | Hold |
| 12 | FCX | FREEPORT MCMORAN INC | $11.2M | 2.94% | 178,290 | Hold |
| 13 | CRM | SALESFORCE INC | $11.1M | 2.92% | 71,000 | Added |
| 14 | MCHP | MICROCHIP TECHNOLOGY INC. | $9.6M | 2.51% | 105,000 | Hold |
| 15 | DASH | DOORDASH INC | $9.2M | 2.43% | 50,110 | Hold |
| 16 | NOW | SERVICENOW INC | $8.0M | 2.10% | 80,500 | Added |
| 17 | MSCI | MSCI INC | $6.3M | 1.64% | 11,170 | Hold |
| 18 | NBIX | NEUROCRINE BIOSCIENCES INC | $5.1M | 1.35% | 30,400 | Hold |
| 19 | DECK | DECKERS OUTDOOR CORP | $5.1M | 1.33% | 51,110 | Trimmed |
| 20 | SNDX | SYNDAX PHARMACEUTICALS INC | $4.4M | 1.15% | 200,000 | Hold |
| 21 | COP | CONOCOPHILLIPS | $4.0M | 1.04% | 38,000 | Hold |
| 22 | STLA | STELLANTIS N.V | $2.3M | 0.59% | 400,000 | Hold |
| 23 | LOGI | LOGITECH INTL S A | $2.2M | 0.58% | 23,673 | Trimmed |
| 24 | NRIX | NURIX THERAPEUTICS INC | $2.1M | 0.54% | 85,000 | Hold |
| 25 | TDW | TIDEWATER INC NEW | $648,110 | 0.17% | 9,727 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30