Holdings
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
As of Jun 30, 2026, Erste Towarzystwo Funduszy Inwestycyjnych S.A. reported 32 positions worth US$383M. Largest: Microsoft Corp., Nvidia Corporation and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 180K | US$67.1M | +1,341 | Jun 30, 2026 |
| Nvidia Corporation | 235K | US$47M | +10,165 | Jun 30, 2026 |
| Broadcom Inc. | 119K | US$45M | +32,718 | Jun 30, 2026 |
| Amazon.com, Inc. | 176K | US$41.9M | +103K | Jun 30, 2026 |
| Advanced Micro Devices Inc | 49,188 | US$28.6M | −39,965 | Jun 30, 2026 |
| Meta Platforms, Inc. | 45,387 | US$25.6M | −624 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 67,317 | US$23.8M | −24,451 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 123K | US$11.8M | +92,125 | Jun 30, 2026 |
| Mercadolibre, Inc. | 5,413 | US$9.19M | +3,444 | Jun 30, 2026 |
| Netflix, Inc. | 122K | US$8.74M | +73,622 | Jun 30, 2026 |