13F HOLDINGS REPORT
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0002033881-25-000008
Total Value
$169.3M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 104,800 | $17.0M | 10.01% |
| 2 | ALPHABET INC | GOOG | 65,540 | $15.9M | 9.41% |
| 3 | MICRON TECHNOLOGY INC | MU | 82,000 | $13.7M | 8.10% |
| 4 | DOORDASH INC | DASH | 50,110 | $13.6M | 8.05% |
| 5 | MERCADOLIBRE INC | MELI | 5,280 | $12.3M | 7.29% |
| 6 | DECKERS OUTDOOR CORP | DECK | 118,110 | $12.0M | 7.07% |
| 7 | PAN AMERN SILVER CORP | 697900108 | 286,327 | $11.1M | 6.55% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 115,000 | $9.7M | 5.71% |
| 9 | AMAZON COM INC | AMZN | 33,000 | $7.2M | 4.28% |
| 10 | FREEPORT-MCMORAN INC | FCX | 178,290 | $7.0M | 4.13% |
| 11 | PAYMENTUS HOLDINGS INC | PAY | 210,024 | $6.4M | 3.80% |
| 12 | MSCI INC | MSCI | 11,170 | $6.3M | 3.74% |
| 13 | BAKER HUGHES COMPANY | BKR | 130,000 | $6.3M | 3.74% |
| 14 | SCHLUMBERGER LTD | SLB | 130,000 | $4.5M | 2.64% |
| 15 | NEUROCRINE BIOSCIENCES INC | NBIX | 30,400 | $4.3M | 2.52% |
| 16 | LOGITECH INTL S A | H50430232 | 37,629 | $4.1M | 2.42% |
| 17 | CONOCOPHILLIPS | COP | 38,000 | $3.6M | 2.12% |
| 18 | NVIDIA CORPORATION | NVDA | 17,000 | $3.2M | 1.87% |
| 19 | SYNDAX PHARMACEUTICALS INC | SNDX | 200,000 | $3.1M | 1.82% |
| 20 | ARRAY TECHNOLOGIES INC | ARRY | 346,000 | $2.8M | 1.67% |
| 21 | DINE BRANDS GLOBAL INC | DIN | 84,300 | $2.1M | 1.23% |
| 22 | ENPHASE ENERGY INC | ENPH | 32,050 | $1.1M | 0.67% |
| 23 | NURIX THERAPEUTICS INC | NRIX | 85,000 | $785,400 | 0.46% |
| 24 | TIDEWATER INC NEW | TDGMW | 9,727 | $518,741 | 0.31% |
| 25 | ARVINAS INC | ARVN | 57,500 | $489,900 | 0.29% |
| 26 | C4 THERAPEUTICS INC | CCCC | 85,000 | $188,700 | 0.11% |