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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Current Holdings: USA Stocks

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group current holdings: USA Stocks

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group reported $0.38 billion in share positions in stocks (listed in the US), 27 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are GOOGL, MU, AMD.

  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 112,540; Value $40,218,420.
  • MU: Country of operation United States; Class COM; Shares 31,000; Value $35,782,990.
  • AMD: Country of operation United States; Class COM; Shares 60,800; Value $35,319,328.
  • MRVL: Country of operation United States; Class COM; Shares 115,000; Value $34,257,350.

Form 13F-HR as filed (SEC CIK 2033881): quarter ended 2026-06-30, filed 2026-07-30. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
GOOGL
ALPHABET INC
United StatesCAP STK CL A112,540$40,218,42010.56%2026-06-302026-07-30-4.60%
MU
MICRON TECHNOLOGY INC
United StatesCOM31,000$35,782,9909.40%2026-06-302026-07-30-7.73%
AMD
ADVANCED MICRO DEVICES INC
United StatesCOM60,800$35,319,3289.27%2026-06-302026-07-30+4.59%
MRVL
MARVELL TECHNOLOGY INC
United StatesCOM115,000$34,257,3509.00%2026-06-302026-07-30-11.62%
NVDA
NVIDIA CORPORATION
United StatesCOM158,000$31,614,2208.30%2026-06-302026-07-30+13.55%
MSFT
MICROSOFT CORP
United StatesCOM76,500$28,536,0307.49%2026-06-302026-07-30+36.44%
AMZN
AMAZON COM INC
United StatesCOM110,000$26,217,4006.88%2026-06-302026-07-30+3.50%
AAPL
APPLE INC
United StatesCOM72,000$20,833,9205.47%2026-06-302026-07-30
PAY
PAYMENTUS HOLDINGS INC
United StatesCOM CL A733,470$17,720,6354.65%2026-06-302026-07-30+24.17%
SNOW
SNOWFLAKE INC
United StatesCOM SHS61,200$15,575,4004.09%2026-06-302026-07-30+29.79%
PAAS
PAN AMERN SILVER CORP
COM286,327$12,767,7613.35%2026-06-302026-07-30+3.01%
FCX
FREEPORT MCMORAN INC
United StatesCL B178,290$11,212,6582.94%2026-06-302026-07-30+12.56%
CRM
SALESFORCE INC
United StatesCOM71,000$11,122,8602.92%2026-06-302026-07-30+43.82%
MCHP
MICROCHIP TECHNOLOGY INC.
United StatesCOM105,000$9,576,0002.51%2026-06-302026-07-30-13.62%
DASH
DOORDASH INC
United StatesCL A50,110$9,246,7982.43%2026-06-302026-07-30+1.39%
NOW
SERVICENOW INC
United StatesCOM80,500$7,992,0402.10%2026-06-302026-07-30+30.88%
MSCI
MSCI INC
United StatesCOM11,170$6,255,6471.64%2026-06-302026-07-30-3.62%
NBIX
NEUROCRINE BIOSCIENCES INC
United StatesCOM30,400$5,123,4641.35%2026-06-302026-07-30-17.91%
DECK
DECKERS OUTDOOR CORP
United StatesCOM51,110$5,074,7121.33%2026-06-302026-07-30-21.76%
SNDX
SYNDAX PHARMACEUTICALS INC
United StatesCOM200,000$4,372,0001.15%2026-06-302026-07-30-16.58%
COP
CONOCOPHILLIPS
United StatesCOM38,000$3,950,4801.04%2026-06-302026-07-30+20.66%
STLA
STELLANTIS N.V
SHS400,000$2,255,5690.59%2026-06-302026-07-30-22.82%
LOGI
LOGITECH INTL S A
United StatesSHS23,673$2,215,0890.58%2026-06-302026-07-30+7.05%
NRIX
NURIX THERAPEUTICS INC
United StatesCOM85,000$2,062,1000.54%2026-06-302026-07-30-2.41%
TDW
TIDEWATER INC NEW
United StatesCOM9,727$648,1100.17%2026-06-302026-07-30+21.78%
ARVN
ARVINAS INC
United StatesCOM57,500$477,8250.13%2026-06-302026-07-30-9.75%
CCCC
C4 THERAPEUTICS INC
United StatesCOM STK85,000$396,9500.10%2026-06-302026-07-30-32.98%

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