TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$236.1M
Holdings
573
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (573 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $27.6M |
MSFTMICROSOFT CORP | $22.5M |
AMDADVANCED MICRO DEVICES INC | $19.3M |
PANWPALO ALTO NETWORKS INC | $15.0M |
NKENIKE INC | $10.4M |
DC4DEXCOM INC | $10.1M |
GOOGLALPHABET INC | $9.5M |
TJXTJX COS INC NEW | $7.9M |
AAPLAPPLE INC | $7.0M |
ADBEADOBE INC | $4.6M |
NETCLOUDFLARE INC | $4.6M |
CRWDCROWDSTRIKE HLDGS INC | $4.4M |
LULULULULEMON ATHLETICA INC | $4.1M |
AMZNAMAZON COM INC | $3.6M |
ABBVABBVIE INC | $2.7M |
LLYELI LILLY & CO | $2.6M |
ZSZSCALER INC | $2.1M |
ABXBARRICK GOLD CORP | $2.1M |
NEMNEWMONT CORP | $1.9M |
AMGNAMGEN INC | $1.9M |
UNHUNITEDHEALTH GROUP INC | $1.7M |
ISRGINTUITIVE SURGICAL INC | $1.7M |
AZNASTRAZENECA PLC | $1.5M |
MRKMERCK & CO INC | $1.4M |
JNJJOHNSON & JOHNSON | $1.4M |
AVGOBROADCOM INC | $1.3M |
CRMSALESFORCE INC | $1.3M |
EQIXEQUINIX INC | $1.2M |
MRVLMARVELL TECHNOLOGY INC | $1.1M |
DHRDANAHER CORPORATION | $1.1M |
VRTXVERTEX PHARMACEUTICALS INC | $1.1M |
XOMEXXON MOBIL CORP | $1.1M |
MUMICRON TECHNOLOGY INC | $1.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.0M |
ABTABBOTT LABS | $999K |
FSLRFIRST SOLAR INC | $962K |
METAMETA PLATFORMS INC | $784K |
XYLXYLEM INC | $771K |
VVISA INC | $752K |
BSXBOSTON SCIENTIFIC CORP | $751K |
MAMASTERCARD INCORPORATED | $693K |
NFLXNETFLIX INC | $683K |
GILDGILEAD SCIENCES INC | $679K |
AEMAGNICO EAGLE MINES LTD | $675K |
CVXCHEVRON CORP NEW | $673K |
ELVELEVANCE HEALTH INC | $650K |
ARRYARRAY TECHNOLOGIES INC | $576K |
PFEPFIZER INC | $566K |
GOOGALPHABET INC | $555K |
CVSCVS HEALTH CORP | $550K |
HCAHCA HEALTHCARE INC | $546K |
TSLATESLA INC | $532K |
ACNACCENTURE PLC IRELAND | $503K |
CITHE CIGNA GROUP | $474K |
SYKSTRYKER CORPORATION | $465K |
CSCOCISCO SYS INC | $456K |
JPMJPMORGAN CHASE & CO | $443K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $414K |
MBLYMOBILEYE GLOBAL INC | $411K |
ENPHENPHASE ENERGY INC | $392K |
MDTMEDTRONIC PLC | $391K |
INTCINTEL CORP | $385K |
REGNREGENERON PHARMACEUTICALS | $385K |
TXNTEXAS INSTRS INC | $375K |
COPCONOCOPHILLIPS | $372K |
BDXBECTON DICKINSON & CO | $359K |
MRNAMODERNA INC | $332K |
LINLINDE PLC | $325K |
PLDPROLOGIS INC. | $324K |
AXONAXON ENTERPRISE INC | $311K |
MSIMOTOROLA SOLUTIONS INC | $309K |
FTNTFORTINET INC | $304K |
ADSKAUTODESK INC | $302K |
HOLXHOLOGIC INC | $300K |
RTXRTX CORPORATION | $292K |
DEDEERE & CO | $287K |
PGPROCTER AND GAMBLE CO | $287K |
ORCLORACLE CORP | $284K |
HDHOME DEPOT INC | $266K |
AG8AGILENT TECHNOLOGIES INC | $264K |
WMWASTE MGMT INC DEL | $260K |
LMTLOCKHEED MARTIN CORP | $255K |
IBMINTERNATIONAL BUSINESS MACHS | $254K |
QCOMQUALCOMM INC | $252K |
JAZZJAZZ PHARMACEUTICALS PLC | $252K |
CHKPCHECK POINT SOFTWARE TECH LT | $251K |
AMTAMERICAN TOWER CORP NEW | $248K |
COSTCOSTCO WHSL CORP NEW | $245K |
WPMWHEATON PRECIOUS METALS CORP | $242K |
IDXXIDEXX LABS INC | $240K |
ECLECOLAB INC | $240K |
NBIXNEUROCRINE BIOSCIENCES INC | $240K |
IQVIQVIA HLDGS INC | $238K |
INTUINTUIT | $237K |
CNCCENTENE CORP DEL | $237K |
DDOGDATADOG INC | $236K |
FERGFERGUSON PLC NEW | $234K |
BABOEING CO | $230K |
EAELECTRONIC ARTS INC | $230K |
AKXANSYS INC | $226K |
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