What does PKO BP BANKOWY Universal Pension Society JSC hold?

PKO BP BANKOWY Universal Pension Society JSC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MU, FCX, DELL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2055875.

Where does 13F Pro source PKO BP BANKOWY Universal Pension Society JSC's holdings?

All PKO BP BANKOWY Universal Pension Society JSC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2055875. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is PKO BP BANKOWY Universal Pension Society JSC's 13F data updated on 13F Pro?

PKO BP BANKOWY Universal Pension Society JSC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

PKO BP BANKOWY Universal Pension Society JSC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055875

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$349.9M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

PKO BP BANKOWY Universal Pension Society JSC disclosed 13 positions worth $349.9M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 47.8% of the equity portfolio, followed by $FCX and $DELL. The portfolio is most concentrated in Technology (68.0% of disclosed assets). All figures are sourced directly from PKO BP BANKOWY Universal Pension Society JSC’s Form 13F-HR filing with the SEC under CIK 2055875.

AI Fund Analysis

Concentrating

3 quarters accumulating

$PUMP

3 quarters accumulating

Sector Allocation

TechnologyMaterialsHealthcareEnergyConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

MICRON TECHNOLOGY INC
$MU
88.4#4
Quality
$167.4M145,000 sh
FREEPORT-MCMORAN INC
$FCX
73.1#206
Quality
$33.2M527,755 sh
Dell Technologies Inc.
$DELL
76.0#114
Quality
$30.0M69,552 sh
Uber Technologies, Inc
$UBER
79.3
Quality
$29.7M411,550 sh
NEUROCRINE BIOSCIENCES INC
$NBIX
75.4
Quality
$28.8M170,802 sh
AMAZON COM INC
$AMZN
74.6
Quality
$21.7M91,250 sh
ProPetro Holding Corp.
$PUMP
39.3
Quality
$12.5M870,485 sh
DEVON ENERGY CORP/DE
$DVN
70.2
Quality
$7.3M177,491 sh
Salesforce, Inc.
$CRM
75.2
Quality
$5.6M36,000 sh
Alphabet Inc.
$GOOG
80.2
Quality
$5.4M15,000 sh

Company	Quality	Value	Shares
MICRON TECHNOLOGY INC$MU	88.4#4	$167.4M	145,000
FREEPORT-MCMORAN INC$FCX	73.1#206	$33.2M	527,755
Dell Technologies Inc.$DELL	76.0#114	$30.0M	69,552
Uber Technologies, Inc$UBER	79.3	$29.7M	411,550
NEUROCRINE BIOSCIENCES INC$NBIX	75.4	$28.8M	170,802
AMAZON COM INC$AMZN	74.6	$21.7M	91,250
ProPetro Holding Corp.$PUMP	39.3	$12.5M	870,485
DEVON ENERGY CORP/DE$DVN	70.2	$7.3M	177,491
Salesforce, Inc.$CRM	75.2	$5.6M	36,000
Alphabet Inc.$GOOG	80.2	$5.4M	15,000

Unlock AI quality scores for every holding

32-signal composite ranking on each of PKO BP BANKOWY Universal Pension Society JSC's 13 positions.

Showing top 10 of 13 holdings.

Sector Allocation

Technology

$238.1M

Materials

$38.3M

Healthcare

$28.8M

Energy

$23.0M

Consumer Discretionary

$21.7M

Full Holdings — PKO BP BANKOWY Universal Pension Society JSC (Q2 2026)

All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MU	MICRON TECHNOLOGY INC	$167.4M	47.8%	-18%	88.4
2	$FCX	FREEPORT-MCMORAN INC	$33.2M	9.5%	+0%	73.1
3	$DELL	Dell Technologies Inc.	$30.0M	8.6%	-29%	76
4	$UBER	Uber Technologies, Inc	$29.7M	8.5%	+5%	79.3
5	$NBIX	NEUROCRINE BIOSCIENCES INC	$28.8M	8.2%	+23%	75.4
6	$AMZN	AMAZON COM INC	$21.7M	6.2%	+0%	74.6
7	$PUMP	ProPetro Holding Corp.	$12.5M	3.6%	+1%	39.3
8	$DVN	DEVON ENERGY CORP/DE	$7.3M	2.1%	+0%	70.2
9	$CRM	Salesforce, Inc.	$5.6M	1.6%	+20%	75.2
10	$GOOG	Alphabet Inc.	$5.4M	1.5%	+0%	80.2
11	$NEM	NEWMONT Corp /DE/	$4.7M	1.3%	+0%	88.3
12	$COP	CONOCOPHILLIPS	$3.2M	0.9%	+0%	74.8
13	$MOS	MOSAIC CO	$423,800	0.1%	-43%	54.3

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Available Analysis

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Quarter-over-quarter position changes

Accumulation & distribution patterns

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Concentration analysis

Peer comparison with similar funds

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AI-Powered Hedge Fund Analysis: PKO BP BANKOWY Universal Pension Society JSC

13F Pro is an AI hedge fund tracker and stock research platform. For PKO BP BANKOWY Universal Pension Society JSC (SEC CIK: 2055875), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in PKO BP BANKOWY Universal Pension Society JSC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.