TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$422.0B

Holdings

662

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (662 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
231,462$43.2B10.23%
2
MSFTMICROSOFT CORP
81,396$42.2B9.99%
3
AAPLAPPLE INC
81,732$20.8B4.93%
4
GOOGLALPHABET INC
71,915$17.5B4.14%
5
AMZNAMAZON COM INC
79,075$17.4B4.11%
6
ISRGINTUITIVE SURGICAL INC
37,597$16.8B3.98%
7
ONONON HLDG AG
383,542$16.2B3.85%
8
NKENIKE INC
220,870$15.4B3.65%
9
TJXTJX COS INC NEW
105,064$15.2B3.60%
10
LHXL3HARRIS TECHNOLOGIES INC
46,938$14.3B3.40%
11
PLPLANET LABS PBC
981,828$12.7B3.02%
12
AXONAXON ENTERPRISE INC
16,639$11.9B2.83%
13
CRMSALESFORCE INC
33,920$8.0B1.91%
14
DC4DEXCOM INC
100,085$6.7B1.60%
15
CCOCAMECO CORP
69,989$5.9B1.39%
16
NEMNEWMONT CORP
47,170$4.0B0.94%
17
SHYGISHARES TR
89,000$3.8B0.91%
18
AVGOBROADCOM INC
11,076$3.7B0.87%
19
GQ9SPDR GOLD TR
10,250$3.6B0.86%
20
AEMAGNICO EAGLE MINES LTD
20,988$3.5B0.84%
21
FSLRFIRST SOLAR INC
15,694$3.5B0.82%
22
CRWDCROWDSTRIKE HLDGS INC
6,385$3.1B0.74%
23
LLYELI LILLY & CO
4,069$3.1B0.74%
24
METAMETA PLATFORMS INC
4,171$3.1B0.73%
25
TLTISHARES TR
29,600$2.6B0.63%
26
UNHUNITEDHEALTH GROUP INC
7,379$2.5B0.60%
27
BBARRICK MNG CORP
64,689$2.1B0.50%
28
MUMICRON TECHNOLOGY INC
12,600$2.1B0.50%
29
JNJJOHNSON & JOHNSON
10,615$2.0B0.47%
30
TSLATESLA INC
4,425$2.0B0.47%
31
WPMWHEATON PRECIOUS METALS COR
16,651$1.9B0.44%
32
ABBVABBVIE INC
7,812$1.8B0.43%
33
NFLXNETFLIX INC
1,394$1.7B0.40%
34
XOMEXXON MOBIL CORP
13,990$1.6B0.37%
35
ORCLORACLE CORP
5,414$1.5B0.36%
36
CSCOCISCO SYS INC
21,946$1.5B0.36%
37
JPMJPMORGAN CHASE & CO.
4,620$1.5B0.35%
38
GOOGALPHABET INC
5,830$1.4B0.34%
39
AMGNAMGEN INC
4,935$1.4B0.33%
40
VVISA INC
4,028$1.4B0.33%
41
DDOGDATADOG INC
9,590$1.4B0.32%
42
AMDADVANCED MICRO DEVICES INC
8,029$1.3B0.31%
43
ADBEADOBE INC
3,673$1.3B0.31%
44
ZSZSCALER INC
4,152$1.2B0.29%
45
MAMASTERCARD INCORPORATED
2,187$1.2B0.29%
46
KGCKINROSS GOLD CORP
48,400$1.2B0.28%
47
WMTWALMART INC
11,529$1.2B0.28%
48
EDGGOLD FIELDS LTD
28,200$1.2B0.28%
49
NETCLOUDFLARE INC
5,345$1.1B0.27%
50
UBERUBER TECHNOLOGIES INC
11,320$1.1B0.26%
51
AUANGLOGOLD ASHANTI PLC
15,512$1.1B0.26%
52
ABTABBOTT LABS
7,720$1.0B0.25%
53
CVXCHEVRON CORP NEW
6,484$1.0B0.24%
54
IBMINTERNATIONAL BUSINESS MACH
3,415$963.6M0.23%
55
MRKMERCK & CO INC
11,173$937.8M0.22%
56
GEGE AEROSPACE
2,905$873.9M0.21%
57
BACBANK AMERICA CORP
16,850$869.3M0.21%
58
BSXBOSTON SCIENTIFIC CORP
8,615$841.1M0.20%
59
PLTRPALANTIR TECHNOLOGIES INC
4,500$820.9M0.19%
60
TMOTHERMO FISHER SCIENTIFIC IN
1,683$816.3M0.19%
61
NOWSERVICENOW INC
870$800.6M0.19%
62
BRK/BBERKSHIRE HATHAWAY INC DEL
1,575$791.8M0.19%
63
AGIALAMOS GOLD INC NEW
22,650$789.9M0.19%
64
AMEAMETEK INC
4,195$788.7M0.19%
65
SPOTSPOTIFY TECHNOLOGY S A
1,104$770.6M0.18%
66
DHRDANAHER CORPORATION
3,838$760.9M0.18%
67
TTWOTAKE-TWO INTERACTIVE SOFTWA
2,936$758.5M0.18%
68
GILDGILEAD SCIENCES INC
6,665$739.8M0.18%
69
ARGTGLOBAL X FDS
10,535$737.5M0.17%
70
CDECOEUR MNG INC
38,200$716.6M0.17%
71
PAASPAN AMERN SILVER CORP
18,200$705.6M0.17%
72
WFCWELLS FARGO CO NEW
8,250$691.5M0.16%
73
DISDISNEY WALT CO
5,810$665.2M0.16%
74
PANWPALO ALTO NETWORKS INC
3,175$646.5M0.15%
75
PFEPFIZER INC
24,860$633.4M0.15%
76
RTXRTX CORPORATION
3,540$592.3M0.14%
77
MSIMOTOROLA SOLUTIONS INC
1,260$576.2M0.14%
78
SNPSSYNOPSYS INC
1,159$571.8M0.14%
79
WELLWELLTOWER INC
3,190$568.3M0.13%
80
SYKSTRYKER CORPORATION
1,523$563.0M0.13%
81
XYLXYLEM INC
3,808$561.7M0.13%
82
HAMHARMONY GOLD MINING CO LTD
30,600$555.4M0.13%
83
CYBRCYBERARK SOFTWARE LTD
1,140$550.8M0.13%
84
EQXEQUINOX GOLD CORP
43,550$488.1M0.12%
85
PLDPROLOGIS INC.
4,260$487.9M0.12%
86
IGVISHARES TR
4,200$483.0M0.11%
87
COSTCOSTCO WHSL CORP NEW
520$481.3M0.11%
88
HDHOME DEPOT INC
1,170$474.1M0.11%
89
BABOEING CO
2,180$470.5M0.11%
90
IMGIAMGOLD CORP
36,300$469.2M0.11%
91
MDTMEDTRONIC PLC
4,910$467.6M0.11%
92
VRTXVERTEX PHARMACEUTICALS INC
1,189$465.7M0.11%
93
HUBSHUBSPOT INC
960$449.1M0.11%
94
CVSCVS HEALTH CORP
5,772$435.2M0.10%
95
CROXCROCS INC
5,200$434.5M0.10%
96
NOCNORTHROP GRUMMAN CORP
705$429.6M0.10%
97
KTOSKRATOS DEFENSE & SEC SOLUTI
4,700$429.4M0.10%
98
PGPROCTER AND GAMBLE CO
2,780$427.1M0.10%
99
FTNTFORTINET INC
5,080$427.1M0.10%
100
IYHISHARES TR
7,230$424.5M0.10%
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