PKO Investment Management Joint-Stock Co
Sector Allocation
- Technology38.7%$564.7M
- Materials16.9%$247.3M
- Other16.9%$247.3M
- Consumer Discretionary7.2%$104.9M
- Healthcare7.1%$104.2M
- Energy3.6%$52.9M
- Consumer Staples3.4%$49.1M
- Industrials2.0%$29.8M
- Utilities1.7%$24.4M
- Communication Services1.6%$23.3M
AUM History
13fpro.ai/research/fund/pko-investment-management-joint-stock-co-2059321
Conviction and streaks
Stable · top 10 = 38.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$168.1M
NVDA
$78.1MAAPL
$51.3MMU
$42.8MMSFT
$42.1MNEM
$36.9MAEM
$35.9M- VANGUARD$35.0M
AMD
$35.0MAMZN
$34.4MMETA
$28.3MTSLA
$27.4MB
$26.1MGOOGL
$24.4MGOOG
$22.1MAVGO
$21.1M
SPCX$19.6MWPM
$19.1MINTC
$18.5MFNV
$16.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pko-investment-management-joint-stock-co-2059321
PKO Investment Management Joint-Stock Co 13F holdings — Q3 2026
$1.5B portfolio (+6.1% QoQ) · 229 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$168.1M
11.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $78.1M
5.3% of stocks
-7%This quarter-0.5%Since filed7+ qtrsHeld$51.3M
3.5% of stocks
-9%This quarter+0.3%Since filed7+ qtrsHeld$42.8M
2.9% of stocks
+3%This quarter-0.1%Since filed7+ qtrsHeld$42.1M
2.9% of stocks
-13%This quarter-0.2%Since filed7+ qtrsHeld$36.9M
2.5% of stocks
-5%This quarter-6.5%Since filed7+ qtrsHeld$35.9M
2.5% of stocks
-4%This quarter-6.3%Since filed7+ qtrsHeld- 8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$35.0M
2.4% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $35.0M
2.4% of stocks
+8%This quarter-1.3%Since filed7+ qtrsHeld$34.4M
2.4% of stocks
-3%This quarter-5.1%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — PKO Investment Management Joint-Stock Co (Q3 2026)
229 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Meta Platforms, Inc. | Technology | $28.3M | 1.9% | 39K | +8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Tesla, Inc. | Consumer Discretionary | $27.4M | 1.9% | 77K | +25% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BARRICK MINING CORP | Materials | $26.1M | 1.8% | 640K | +0.6% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $24.4M | 1.7% | 71K | +4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $22.1M | 1.5% | 65K | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Broadcom Inc. | Technology | $21.1M | 1.4% | 60K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $19.6M | 1.3% | 130K | +1200% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F |
| 18 | Wheaton Precious Metals Corp. | Materials | $19.1M | 1.3% | 143K | -5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | INTEL CORP | Technology | $18.5M | 1.3% | 154K | -5% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | FRANCO NEVADA Corp | Materials | $16.8M | 1.1% | 70K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Walmart Inc. | Consumer Staples | $16.6M | 1.1% | 160K | +14% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LAM RESEARCH CORP | Technology | $15.1M | 1.0% | 46K | +14% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | APPLIED MATERIALS INC /DE | Technology | $14.8M | 1.0% | 29K | +12% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $14.8M | 1.0% | 183K | +13% | — | — | 13F |
| 25 | EXXON MOBIL CORP | Energy | $13.9M | 0.9% | 86K | -7% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CSCO | CISCO SYSTEMS, INC. | Technology | $13.8M | 0.9% | 128K | +16% | |||
| 27 | $PLTR | Palantir Technologies Inc. | Technology | $12.9M | 0.9% | 69K | -9% | |||
| 28 | $KGC | KINROSS GOLD CORP | Materials | $12.7M | 0.9% | 525K | -6% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $12.6M | 0.9% | 14K | +6% | |||
| 30 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $11.9M | 0.8% | 29K | +71% | |||
| 31 | $GFI | GOLD FIELDS LTD | Materials | $11.7M | 0.8% | 324K | -4% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $11.4M | 0.8% | 56K | -0.5% | |||
| 33 | $NFLX | NETFLIX INC | Communication Services | $11.1M | 0.8% | 160K | — | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $10.9M | 0.7% | 9,400 | +7% | |||
| 35 | $PANW | Palo Alto Networks Inc | Technology | $10.7M | 0.7% | 27K | +4% | |||
| 36 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $10.6M | 0.7% | 30K | +70% | |||
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | — | $10.6M | 0.7% | 38K | — | |||
| 38 | $KLAC | KLA CORP | Technology | $10.1M | 0.7% | 52K | +24% | |||
| 39 | $TXN | TEXAS INSTRUMENTS INC | Technology | $9.2M | 0.6% | 33K | +3% | |||
| 40 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $9.1M | 0.6% | 200K | -2% | |||
| 41 | — | ISHARES TR - MSCI EMG MKT ETF | — | $7.7M | 0.5% | 115K | -19% | |||
| 42 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $7.7M | 0.5% | 29K | +241% | |||
| 43 | $SNDK | Sandisk Corp | Technology | $7.5M | 0.5% | 4,300 | -4% | |||
| 44 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $7.3M | 0.5% | 49K | -16% | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $7.3M | 0.5% | 28K | -2% | |||
| 46 | $CDE | Coeur Mining, Inc. | Materials | $7.3M | 0.5% | 413K | -6% | |||
| 47 | $MRVL | Marvell Technology, Inc. | Technology | $7.1M | 0.5% | 27K | -10% | |||
| 48 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $7.1M | 0.5% | 34K | +219% | |||
| 49 | $BHP | BHP Group Ltd | Materials | $6.8M | 0.5% | 81K | +5% | |||
| 50 | $AMGN | AMGEN INC | Healthcare | $6.8M | 0.5% | 16K | -1% | |||
| 51 | $CCZ | COMCAST CORP | Communication Services | $6.5M | 0.4% | 298K | +171% | |||
| 52 | $WDC | WESTERN DIGITAL CORP | Technology | $6.4M | 0.4% | 14K | +22% | |||
| 53 | $ADI | ANALOG DEVICES INC | Technology | $6.3M | 0.4% | 16K | -6% | |||
| 54 | $AGI | ALAMOS GOLD INC | Materials | $6.3M | 0.4% | 195K | -2% | |||
| 55 | $RGLD | ROYAL GOLD INC | Financials | $6.2M | 0.4% | 26K | -4% | |||
| 56 | $EQX | Equinox Gold Corp. | Materials | $5.9M | 0.4% | 532K | +33% | |||
| 57 | $QCOM | QUALCOMM INC/DE | Technology | $5.9M | 0.4% | 32K | -11% | |||
| 58 | $TMUS | T-Mobile US, Inc. | Communication Services | $5.7M | 0.4% | 35K | — | |||
| 59 | $ABBV | AbbVie Inc. | Healthcare | $5.7M | 0.4% | 22K | +2% | |||
| 60 | — | ISHARES TR - CORE S&P SCP ETF | — | $5.4M | 0.4% | 40K | — | |||
| 61 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.3M | 0.4% | 15K | +7% | |||
| 62 | $SHOP | SHOPIFY INC. | Technology | $5.1M | 0.3% | 34K | -15% | |||
| 63 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $4.9M | 0.3% | 9,400 | -15% | |||
| 64 | $DTB | DTE ENERGY CO | Utilities | $4.9M | 0.3% | 40K | New | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $4.8M | 0.3% | 38K | -39% | |||
| 66 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $4.8M | 0.3% | 71K | New | |||
| 67 | $DE | DEERE & CO | Industrials | $4.8M | 0.3% | 7,086 | New | |||
| 68 | $CLH | CLEAN HARBORS INC | Utilities | $4.7M | 0.3% | 15K | — | |||
| 69 | $VLO | VALERO ENERGY CORP/TX | Energy | $4.6M | 0.3% | 12K | New | |||
| 70 | $DASH | DoorDash, Inc. | Consumer Discretionary | $4.4M | 0.3% | 24K | +60% | |||
| 71 | $COP | CONOCOPHILLIPS | Energy | $4.4M | 0.3% | 35K | -6% | |||
| 72 | $MRK | Merck & Co., Inc. | Healthcare | $4.4M | 0.3% | 30K | — | |||
| 73 | $IAG | IAMGOLD CORP | Materials | $4.3M | 0.3% | 235K | — | |||
| 74 | — | ISHARES INC - MSCI WORLD ETF | — | $4.3M | 0.3% | 21K | -16% | |||
| 75 | $AG | FIRST MAJESTIC SILVER CORP | Materials | $4.2M | 0.3% | 237K | -3% | |||
| 76 | $HL | HECLA MINING CO/DE/ | Materials | $4.2M | 0.3% | 247K | +6% | |||
| 77 | $RKLB | Rocket Lab Corp | Industrials | $4.2M | 0.3% | 60K | +186% | |||
| 78 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $4.1M | 0.3% | 25K | -17% | |||
| 79 | $APP | AppLovin Corp | Technology | $4.1M | 0.3% | 14K | +37% | |||
| 80 | $FTNT | Fortinet, Inc. | Technology | $3.9M | 0.3% | 22K | — | |||
| 81 | $ARM | ARM HOLDINGS PLC /UK | Technology | $3.5M | 0.2% | 12K | — | |||
| 82 | $FCX | FREEPORT-MCMORAN INC | Materials | $3.4M | 0.2% | 48K | +5% | |||
| 83 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $3.4M | 0.2% | 36K | +44% | |||
| 84 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.4M | 0.2% | 13K | — | |||
| 85 | $CVS | CVS HEALTH Corp | Healthcare | $3.3M | 0.2% | 39K | +10% | |||
| 86 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $3.2M | 0.2% | 4,200 | -29% | |||
| 87 | $BTG | B2GOLD CORP | Materials | $3.1M | 0.2% | 600K | — | |||
| 88 | $CEG | Constellation Energy Corp | Utilities | $3.0M | 0.2% | 12K | — | |||
| 89 | $INTU | INTUIT INC. | Technology | $3.0M | 0.2% | 11K | -46% | |||
| 90 | $EGO | ELDORADO GOLD CORP /FI | Materials | $3.0M | 0.2% | 78K | -33% | |||
| 91 | $OGC | OceanaGold Corp | Materials | $3.0M | 0.2% | 108K | — | |||
| 92 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $3.0M | 0.2% | 9,000 | +5% | |||
| 93 | $BVN | BUENAVENTURA MINING CO INC | Materials | $2.9M | 0.2% | 93K | +16% | |||
| 94 | $HMY | HARMONY GOLD MINING CO LTD | Materials | $2.9M | 0.2% | 165K | -20% | |||
| 95 | $SNPS | SYNOPSYS INC | Technology | $2.9M | 0.2% | 6,700 | — | |||
| 96 | $ADBE | ADOBE INC. | Technology | $2.9M | 0.2% | 12K | -20% | |||
| 97 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $2.9M | 0.2% | 9,000 | -46% | |||
| 98 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.8M | 0.2% | 4,200 | -9% | |||
| 99 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $2.8M | 0.2% | 1,600 | — | |||
| 100 | $SSRM | SSR MINING INC. | Financials | $2.7M | 0.2% | 82K | — | |||
| 101 | $DDOG | Datadog, Inc. | Technology | $2.7M | 0.2% | 10K | — | |||
| 102 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $2.7M | 0.2% | 58K | — | |||
| 103 | $CI | Cigna Group | Healthcare | $2.7M | 0.2% | 9,900 | +5% | |||
| 104 | $SU | SUNCOR ENERGY INC | Energy | $2.6M | 0.2% | 38K | +9% | |||
| 105 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $2.5M | 0.2% | 12K | +100% | |||
| 106 | $CSX | CSX CORP | Industrials | $2.4M | 0.2% | 52K | +4% | |||
| 107 | $LITE | Lumentum Holdings Inc. | Technology | $2.3M | 0.2% | 2,400 | +118% | |||
| 108 | $EOG | EOG RESOURCES INC | Energy | $2.3M | 0.2% | 17K | +6% | |||
| 109 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $2.3M | 0.2% | 11K | +5% | |||
| 110 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.3M | 0.2% | 27K | — | |||
| 111 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $2.3M | 0.1% | 13K | +160% | |||
| 112 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $2.3M | 0.1% | 19K | +12% | |||
| 113 | $OR | OR Royalties Inc. | Materials | $2.1M | 0.1% | 62K | — | |||
| 114 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.1M | 0.1% | 21K | — | |||
| 115 | $FANG | Diamondback Energy, Inc. | Energy | $2.0M | 0.1% | 11K | -30% | |||
| 116 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $2.0M | 0.1% | 1,500 | +7% | |||
| 117 | $TER | TERADYNE, INC | Technology | $2.0M | 0.1% | 5,000 | — | |||
| 118 | $PFE | PFIZER INC | Healthcare | $2.0M | 0.1% | 70K | -58% | |||
| 119 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | Healthcare | $2.0M | 0.1% | 8,000 | +7% | |||
| 120 | $CCL | Carnival Corp Ltd. | Industrials | $2.0M | 0.1% | 80K | +14% | |||
| 121 | $PDD | PDD Holdings Inc. | Consumer Discretionary | $1.9M | 0.1% | 25K | — | |||
| 122 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $1.9M | 0.1% | 3,700 | — | |||
| 123 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.9M | 0.1% | 8,500 | +6% | |||
| 124 | $CGAU | Centerra Gold Inc. | Materials | $1.9M | 0.1% | 86K | -10% | |||
| 125 | $MSTR | Strategy Inc | Financials | $1.8M | 0.1% | 12K | +20% | |||
| 126 | $MNST | Monster Beverage Corp | Consumer Staples | $1.8M | 0.1% | 44K | +100% | |||
| 127 | $ARIS | Aris Mining Corp | Materials | $1.8M | 0.1% | 104K | — | |||
| 128 | $ALAB | Astera Labs, Inc. | Technology | $1.8M | 0.1% | 5,000 | — | |||
| 129 | $WCN | Waste Connections, Inc. | Utilities | $1.8M | 0.1% | 11K | — | |||
| 130 | $ABNB | Airbnb, Inc. | Technology | $1.8M | 0.1% | 11K | — | |||
| 131 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.7M | 0.1% | 30K | New | |||
| 132 | $FSM | FORTUNA MINING CORP. | Materials | $1.7M | 0.1% | 151K | — | |||
| 133 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.7M | 0.1% | 37K | +12% | |||
| 134 | $CTVA | Corteva, Inc. | Consumer Staples | $1.7M | 0.1% | 21K | +3% | |||
| 135 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $1.7M | 0.1% | 26K | +21% | |||
| 136 | $BKR | Baker Hughes Co | Energy | $1.6M | 0.1% | 30K | — | |||
| 137 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.6M | 0.1% | 11K | — | |||
| 138 | $AUGO | Aura Minerals Inc. | Materials | $1.6M | 0.1% | 20K | — | |||
| 139 | $NUE | NUCOR CORP | Materials | $1.6M | 0.1% | 6,702 | -1% | |||
| 140 | $CTAS | CINTAS CORP | Consumer Discretionary | $1.6M | 0.1% | 8,000 | -27% | |||
| 141 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $1.6M | 0.1% | 20K | — | |||
| 142 | $PCAR | PACCAR INC | Industrials | $1.5M | 0.1% | 14K | — | |||
| 143 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $1.5M | 0.1% | 13K | — | |||
| 144 | $ADSK | Autodesk, Inc. | Technology | $1.5M | 0.1% | 7,000 | — | |||
| 145 | $SKE | Skeena Resources Ltd | Materials | $1.4M | 0.1% | 48K | — | |||
| 146 | $WM | WASTE MANAGEMENT INC | Utilities | $1.4M | 0.1% | 7,000 | +9% | |||
| 147 | $EXC | EXELON CORP | Utilities | $1.4M | 0.1% | 35K | — | |||
| 148 | $XEL | XCEL ENERGY INC | Utilities | $1.4M | 0.1% | 20K | — | |||
| 149 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $1.4M | 0.1% | 15K | — | |||
| 150 | $SYK | STRYKER CORP | Healthcare | $1.4M | 0.1% | 5,000 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 67 added to, 67 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
$DTBDTE ENERGY CO$4.9M
first bought this quarter
$MOALTRIA GROUP, INC.$4.8M
first bought this quarter
$DEDEERE & CO$4.8M
first bought this quarter
$VLOVALERO ENERGY CORP/TX$4.6M
first bought this quarter
$MDLZMondelez International, Inc.$1.7M
first bought this quarter
$CPRTCOPART INC$818K
first bought this quarter
+6 more in the Excel export
Added to (67)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP+1200%
now $19.6M · held 2 qtrs, 2 adds in a row
- ISHARES TR - CORE S&P500 ETF+5%
now $168.1M
now $27.4M · held 7+ qtrs
$CRWDCrowdStrike Holdings, Inc.+241%
now $7.7M · held 5 qtrs
$ISRGINTUITIVE SURGICAL INC+71%
now $11.9M · held 7+ qtrs, 3 adds in a row
$HONHONEYWELL INTERNATIONAL INC+219%
now $7.1M · held 7+ qtrs
+61 more in the Excel export
Trimmed (67)
now $42.1M · held 7+ qtrs, 3 trims in a row
now $78.1M · held 7+ qtrs
now $51.3M · held 7+ qtrs, 5 trims in a row
$PEPPEPSICO INC-39%
now $4.8M · held 7+ qtrs
$PFEPFIZER INC-58%
now $2.0M · held 7+ qtrs
$INTUINTUIT INC.-46%
now $3.0M · held 7+ qtrs
+61 more in the Excel export
Holdings by quarter
Every 13F PKO Investment Management Joint-Stock Co has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow PKO Investment Management Joint-Stock?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PKO Investment Management Joint-Stock's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 28% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PKO Investment Management Joint-Stock Co disclosed 229 positions worth $1.5B in its Form 13F-HR for Q3 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 12 new positions and exited 11 — including a new stake in $DTB and a full exit from $EIX. The portfolio is most concentrated in Technology (38.7% of disclosed assets). All figures are sourced directly from PKO Investment Management Joint-Stock Co’s Form 13F-HR filing with the SEC under CIK 2059321.
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AI-Powered Hedge Fund Analysis: PKO Investment Management Joint-Stock Co
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Every holding in PKO Investment Management Joint-Stock Co's portfolio is scored on an AI quality ranking built from its SEC filings (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.