PKO BP BANKOWY Universal Pension Society JSC

WARSAW, R9 · CIK 2055875 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyWarsaw

$349.9m reported value +63.6% vs Q1 2026

13positions

97.6%in top 10

0 new 4 added 3 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	145,000	$167.4m47.83%	47.83%	Reduced -31.8k	-31,800 -18.0%
2	FREEPORT-MCMORAN INC CL B FCX	FCX	527,755	$33.2m9.48%	9.48%	Unchanged
3	DELL TECHNOLOGIES INC CL C DELL	DELL	69,552	$30.0m8.58%	8.58%	Reduced -28.0k	-28,000 -28.7%
4	UBER TECHNOLOGIES INC COM UBER	UBER	411,550	$29.7m8.49%	8.49%	Added +20.0k	+20,000 5.1%
5	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	170,802	$28.8m8.23%	8.23%	Added +32.0k	+32,000 23.1%
6	AMAZON COM INC COM AMZN	AMZN	91,250	$21.7m6.21%	6.21%	Unchanged
7	PROPETRO HLDG CORP COM PUMP	PUMP	870,485	$12.5m3.57%	3.57%	Added +8.0k	+8,000 0.9%
8	DEVON ENERGY CORP NEW COM DVN	DVN	177,491	$7.3m2.10%	2.10%	Unchanged
9	SALESFORCE INC COM CRM	CRM	36,000	$5.6m1.61%	1.61%	Added +6.0k	+6,000 20.0%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,000	$5.4m1.53%	1.53%	Unchanged
11	NEWMONT CORP COM NEM	NEM	50,000	$4.7m1.33%	1.33%	Unchanged
12	CONOCOPHILLIPS COM COP	COP	31,000	$3.2m0.92%	0.92%	Unchanged
13	MOSAIC CO NEW COM MOS	MOS	20,000	$423.8k0.12%	0.12%	Reduced -15.0k	-15,000 -42.9%