Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$205.0M

Holdings

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (26 positions)

#	Stock	Shares	Value	% Portfolio
1	AMDADVANCED MICRO DEVICES INC	104,800	$22.4M	10.95%
2	GOOGLALPHABET INC	65,540	$20.5M	10.01%
3	PAASPAN AMERN SILVER CORP	286,327	$14.8M	7.24%
4	PAYPAYMENTUS HOLDINGS INC	429,916	$13.6M	6.62%
5	MUMICRON TECHNOLOGY INC	45,000	$12.8M	6.26%
6	DECKDECKERS OUTDOOR CORP	118,110	$12.2M	5.97%
7	DASHDOORDASH INC	50,110	$11.3M	5.54%
8	AMZNAMAZON COM INC	48,000	$11.1M	5.40%
9	MLB1MERCADOLIBRE INC	5,280	$10.6M	5.19%
10	MRVLMARVELL TECHNOLOGY INC	115,000	$9.8M	4.77%
11	FCXFREEPORT-MCMORAN INC	178,290	$9.1M	4.42%
12	MCHPMICROCHIP TECHNOLOGY INC.	105,000	$6.7M	3.26%
13	JBLJABIL INC	29,000	$6.6M	3.23%
14	MSCIMSCI INC	11,170	$6.4M	3.13%
15	BKRBAKER HUGHES COMPANY	130,000	$5.9M	2.89%
16	SLBSLB LIMITED	130,000	$5.0M	2.43%
17	STLASTELLANTIS N.V	400,000	$4.4M	2.16%
18	NBIXNEUROCRINE BIOSCIENCES INC	30,400	$4.3M	2.10%
19	SNDXSYNDAX PHARMACEUTICALS INC	200,000	$4.2M	2.05%
20	COPCONOCOPHILLIPS	38,000	$3.6M	1.74%
21	LOGILOGITECH INTL S A	33,105	$3.4M	1.66%
22	NVDANVIDIA CORPORATION	17,000	$3.2M	1.55%
23	NRIXNURIX THERAPEUTICS INC	85,000	$1.6M	0.79%
24	ARVNARVINAS INC	57,500	$681K	0.33%
25	TDWTIDEWATER INC NEW	9,727	$491K	0.24%
26	CCCCC4 THERAPEUTICS INC	85,000	$162K	0.08%