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 |
|---|---|
WDAYWORKDAY INC | $87K |
—LABORATORY CORP AMER HLDGS | $86K |
ROPROPER TECHNOLOGIES INC | $84K |
OXYOCCIDENTAL PETE CORP | $83K |
VICIVICI PPTYS INC | $83K |
RYROYAL BK CDA | $82K |
DWDMORGAN STANLEY | $82K |
TAT&T INC | $82K |
PCARPACCAR INC | $82K |
ONTOONTO INNOVATION INC | $81K |
UBSUBS GROUP AG | $81K |
EQREQUITY RESIDENTIAL | $81K |
BMYBRISTOL-MYERS SQUIBB CO | $80K |
CNMCORE & MAIN INC | $80K |
TMUST-MOBILE US INC | $80K |
CBRECBRE GROUP INC | $80K |
SBUXSTARBUCKS CORP | $79K |
UPSUNITED PARCEL SERVICE INC | $79K |
RACEFERRARI N V | $78K |
HEIHEICO CORP NEW | $78K |
MRSHMARSH & MCLENNAN COS INC | $78K |
JNPJUNIPER NETWORKS INC | $78K |
ITWILLINOIS TOOL WKS INC | $78K |
HSYHERSHEY CO | $78K |
SHWSHERWIN WILLIAMS CO | $77K |
HNMORMAT TECHNOLOGIES INC | $77K |
CSXCSX CORP | $77K |
RKLBROCKET LAB USA INC | $77K |
SLBSCHLUMBERGER LTD | $75K |
CDECOEUR MNG INC | $75K |
TTTRANE TECHNOLOGIES PLC | $75K |
TENBTENABLE HLDGS INC | $74K |
CMECME GROUP INC | $73K |
SBACSBA COMMUNICATIONS CORP NEW | $73K |
RHCRH PLC | $72K |
PLPLANET LABS PBC | $71K |
VRNSVARONIS SYS INC | $71K |
AVBAVALONBAY CMNTYS INC | $71K |
DVNDEVON ENERGY CORP NEW | $70K |
AIGAMERICAN INTL GROUP INC | $70K |
DHID R HORTON INC | $69K |
ICEINTERCONTINENTAL EXCHANGE IN | $69K |
ADMARCHER DANIELS MIDLAND CO | $68K |
QLYSQUALYS INC | $68K |
AONAON PLC | $68K |
EMREMERSON ELEC CO | $68K |
ORLYOREILLY AUTOMOTIVE INC | $68K |
DUKDUKE ENERGY CORP NEW | $67K |
PHPARKER-HANNIFIN CORP | $67K |
TDTORONTO DOMINION BK ONT | $66K |
4I1PHILIP MORRIS INTL INC | $66K |
SOSOUTHERN CO | $65K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $65K |
ENLTENLIGHT RENEWABLE ENERGY LTD | $65K |
EXREXTRA SPACE STORAGE INC | $65K |
TRVTRAVELERS COMPANIES INC | $64K |
CMGCHIPOTLE MEXICAN GRILL INC | $64K |
MPCMARATHON PETE CORP | $62K |
MOG/AMOOG INC | $62K |
NXTNEXTRACKER INC | $62K |
NTNXNUTANIX INC | $62K |
FASTFASTENAL CO | $62K |
XIFRNEXTERA ENERGY PARTNERS LP | $62K |
T7DTRANSDIGM GROUP INC | $62K |
SNOWSNOWFLAKE INC | $61K |
CLCOLGATE PALMOLIVE CO | $61K |
NTRNUTRIEN LTD | $61K |
MLB1MERCADOLIBRE INC | $60K |
CEGCONSTELLATION ENERGY CORP | $60K |
IMGIAMGOLD CORP | $59K |
CDWCDW CORP | $59K |
BXBLACKSTONE INC | $59K |
EQXEQUINOX GOLD CORP | $59K |
MCOMOODYS CORP | $59K |
PSXPHILLIPS 66 | $59K |
CWENCLEARWAY ENERGY INC | $59K |
WYWEYERHAEUSER CO MTN BE | $57K |
GDGENERAL DYNAMICS CORP | $56K |
MCKMCKESSON CORP | $56K |
IRMIRON MTN INC DEL | $56K |
VLOVALERO ENERGY CORP | $56K |
ZTSZOETIS INC | $56K |
ROSTROSS STORES INC | $56K |
MNSTMONSTER BEVERAGE CORP NEW | $56K |
MMM3M CO | $55K |
FDXFEDEX CORP | $55K |
CITCINTAS CORP | $55K |
CGCENTERRA GOLD INC | $55K |
EWEDWARDS LIFESCIENCES CORP | $54K |
FFORD MTR CO DEL | $54K |
AFLAFLAC INC | $54K |
WWDWOODWARD INC | $54K |
VMCVULCAN MATLS CO | $53K |
AREALEXANDRIA REAL ESTATE EQ IN | $53K |
CARRCARRIER GLOBAL CORPORATION | $53K |
TTEKTETRA TECH INC NEW | $52K |
INVHINVITATION HOMES INC | $52K |
PAYXPAYCHEX INC | $52K |
FANGDIAMONDBACK ENERGY INC | $52K |
MCXMCCORMICK & CO INC | $51K |