13F HOLDINGS REPORT
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Quarter ended Q1 2024 · Filed May 17, 2024 · Accession 0002011081-24-000009
Total Value
$223.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FREEPORT-MCMORAN INC | FCX | 2,248,499 | $58.5M | 26.24% |
| 2 | KODIAK SCIENCES INC | KOD | 194,685 | $28.6M | 12.83% |
| 3 | SAGE THERAPEUTICS INC | 78667J108 | 314,883 | $27.2M | 12.22% |
| 4 | PAYPAL HLDGS INC | PYPL | 112,000 | $26.2M | 11.76% |
| 5 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 345,395 | $19.7M | 8.84% |
| 6 | ALPHABET INC | GOOG | 9,770 | $17.1M | 7.68% |
| 7 | LIVEPERSON INC | LPSN | 210,553 | $13.1M | 5.88% |
| 8 | GLU MOBILE INC | 379890106 | 1,406,643 | $12.7M | 5.68% |
| 9 | SCIPLAY CORPORATION | 809087109 | 768,659 | $10.6M | 4.77% |
| 10 | PARSONS CORPORATION | PSN | 251,350 | $9.2M | 4.10% |