Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. reported 13 holdings worth US$373M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 22, 2026
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. reported 13 holdings worth US$373M as of Sep 30, 2026. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Micron Technology, Inc. Filed Oct 22, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$373M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 306K | US$76.3M | 20.4% |
| Alphabet Inc (google) Class C | 174K | US$59.9M | 16.1% |
| Micron Technology, Inc. | 44,042 | US$46.9M | 12.6% |
| Freeport-mcmoran, Inc. | 550K | US$38.5M | 10.3% |
| Advanced Micro Devices Inc | 40,072 | US$24.5M | 6.6% |
| Nvidia Corporation | 105K | US$24M | 6.4% |
| Cf Industries Holdings, Inc. | 195K | US$22.5M | 6.0% |
| Umb Financial Corporation | 170K | US$22.2M | 5.9% |
| Wells Fargo & Company | 270K | US$21.6M | 5.8% |
| Emerson Electric Company | 100K | US$15.5M | 4.2% |
| Walt Disney Company (the) | 110K | US$11.5M | 3.1% |
| United Parcel Service, Inc. | 84,574 | US$7.9M | 2.1% |
| Paypal Holdings, Inc. | 36,075 | US$1.9M | 0.51% |
Source
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