1y return+13.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $144 against $157 in the S&P 500.2
Towarzystwo Funduszy Inwestycyjnych Pzu SaS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $61.2M | 17.2% | +8.5% |
| SOXXIshares Tr | $22.4M | 6.3% | New |
| MSFTMicrosoft Corp | $16.7M | 4.7% | −1.4% |
| AAPLApple Inc | $12.1M | 3.4% | +4.9% |
| On Hldg AgCUSIP H5919C104 | $9.9M | 2.8% | |
| MUMicron Technology Inc | $7.7M | 2.2% | +4.5% |
| AVGOBroadcom Inc | $7.2M | 2.0% | +5.8% |
| AMZNAmazon Com Inc | $6.6M | 1.9% | −12.9% |
| GOOGLAlphabet Inc | $6.3M | 1.8% | +7.3% |
| METAMeta Platforms Inc | $6.1M | 1.7% | +4.5% |
| GLDSpdr Gold Tr | $5.8M | 1.6% | +2323.1% |
| LLYEli Lilly & Co | $5.0M | 1.4% | −3.3% |
| AXONAxon Enterprise Inc | $4.0M | 1.1% | +4.9% |
| CCJCameco Corp | $3.8M | 1.1% | +7.8% |
| NEMNewmont Corp | $3.6M | 1.0% | −10.7% |
| CRWDCrowdstrike Hldgs Inc | $3.4M | 1.0% | −5.9% |
| DBAInvesco Db Multi-sector Comm | $3.2M | 0.9% | New |
| GEVGe Vernova Inc | $3.2M | 0.9% | +9.6% |
| AMDAdvanced Micro Devices Inc | $2.7M | 0.8% | −3.5% |
| AEMAgnico Eagle Mines Ltd | $2.6M | 0.7% | −12.4% |
| JNJJohnson & Johnson | $2.6M | 0.7% | +1.9% |
| UNHUnitedhealth Group Inc | $2.5M | 0.7% | |
| ISRGIntuitive Surgical Inc | $2.4M | 0.7% | +1.2% |
| ABBVAbbvie Inc | $2.2M | 0.6% | |
| GOOGAlphabet Inc | $2.2M | 0.6% | +14.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLPlanet Labs Pbc | December 31, 2023 | +1241.3% | $1.6M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $3.2M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $61.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $2.7M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $7.2M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2023 | +198.9% | $3.4M |
| NETCloudflare Inc | December 31, 2023 | +194.6% | $1.5M |
| AEMAgnico Eagle Mines Ltd | December 31, 2023 | +182.8% | $2.6M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $6.3M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $2.2M |
Sold off last quarter
- OIIOceaneering Intl Inc was $745K
- HXLHexcel Corp New was $732K
- Honeywell Intl IncCUSIP 438516106 was $527K
- CTRACoterra Energy Inc was $107K
- SNDKSandisk Corp was $78K
- Hologic IncCUSIP 436440101 was $70K
- MTSIMacom Tech Solutions Hldgs I was $60K
- UDRUdr Inc was $52K
- ZZillow Group Inc was $44K
- Carnival CorpCUSIP 143658300 was $39K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.2% | +14.8% |
| March 31, 2026 | −8.6% | −4.6% |
| December 31, 2025 | +5.3% | +2.4% |
| September 30, 2025 | +9.7% | +7.8% |
| June 30, 2025 | +15.7% | +10.5% |
| March 31, 2025 | −7.6% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +0.6% | +5.4% |
| June 30, 2024 | +5.6% | +4.0% |
| March 31, 2024 | +12.3% | +10.0% |
| December 31, 2021 | +6.5% | +10.7% |
| September 30, 2021 | −6.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Towarzystwo Funduszy Inwestycyjnych Pzu Sa Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2071170&type=13F-HR&dateb=&owner=include&count=40CIK 2071170
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2071170/000207117026000006/Filed August 7, 2026 · accession 0002071170-26-000006