Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
CIK 2033881 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- GOOGL10.56%
- MU9.40%
- AMD9.27%
- MRVL9.00%
- NVDA8.30%
- MSFT7.49%
- AMZN6.88%
- AAPL5.47%
- PAY4.65%
- SNOW4.09%
Share classes counted separately75.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MRVLWeight increased · +4.66 pp4.34% → 9.00%Shares 0 (0.00%)
- AMDWeight increased · +4.56 pp4.71% → 9.27%Shares 0 (0.00%)
- MUWeight increased · +3.60 pp5.80% → 9.40%Shares -14.00K (-31.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $40.22M | 10.56% | 112.54K shares | 7.18% → 10.56%+3.38 pp +47.00K (+71.71%) | Added | ▾ |
| 02 | MUMICRON TECHNOLOGY INC View history and evidence | $35.78M | 9.40% | 31.00K shares | 5.80% → 9.40%+3.60 pp -14.00K (-31.11%) | Reduced | ▾ |
| 03 | AMDADVANCED MICRO DEVICES View history and evidence | $35.32M | 9.27% | 60.80K shares | 4.71% → 9.27%+4.56 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $34.26M | 9.00% | 115.00K shares | 4.34% → 9.00%+4.66 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $31.61M | 8.30% | 158.00K shares | 5.12% → 8.30%+3.18 pp +81.00K (+105.19%) | Added | ▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $28.54M | 7.49% | 76.50K shares | 10.79% → 7.49%-3.30 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $26.22M | 6.88% | 110.00K shares | 7.38% → 6.88%-0.50 pp +17.00K (+18.28%) | Added | ▾ |
| 08 | AAPLAPPLE INC View history and evidence | $20.83M | 5.47% | 72.00K shares | 5.32% → 5.47%+0.15 pp +17.00K (+30.91%) | Added | ▾ |
| 09 | PAYPAYMENTUS HOLDINGS INC-ACOM CL A View history and evidence | $17.72M | 4.65% | 733.47K shares | 7.10% → 4.65%-2.45 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | SNOWSNOWFLAKE INCCOM SHS View history and evidence | $15.58M | 4.09% | 61.20K shares | 2.24% → 4.09%+1.85 pp +22.20K (+56.92%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MELI MERCADOLIBRE INC | Non-derivative | -5,280 | -$9.13M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2033881 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 380825756
}Take these holdings further.
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