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Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

Q1 2026 · 13F-HR

Pekao Towarzystwo Funduszy Inwestycyjnych S.A.holdings as filed

Filed 2026-05-06 · accession 0002104543-26-000003

$134.3M
Reported value
80
Positions
2026-03-31
Period end
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The Brief · Pekao Towarzystwo Funduszy Inwestycyjnych S.A. · Q1 2026

AI · grounded in 13F

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. closed its position in SPGI, reducing exposure by $4.3M. The fund established new positions in HEI for $3.6M and TDG for $3.3M. Additionally, the fund accumulated shares in energy holdings, increasing positions in EOG by 2,373.7%, XOM by 1,312.4%, and CVX by 888.8%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
166764100CVXChevron Corporation Inc$11.1M8.27%53,661CommonSOLE
30231G102XOMExxon Mobil Corporation$10.8M8.02%63,489CommonSOLE
26875P101EOGEOG Resources Inc$8.5M6.34%58,874CommonSOLE
30303M102METAFacebook Inc$7.9M5.88%13,791CommonSOLE
594918104MSFTMicrosoft Corporation$7.6M5.69%20,626CommonSOLE
67066G104NVDANVIDIA Corporation$4.1M3.03%23,340CommonSOLE
29444U700EQIXEquinic Inc$3.7M2.75%3,761CommonSOLE
35671D857FCXFreeportMcMoRan Inc$3.7M2.73%62,436CommonSOLE
422806109HEIHEICO Corporation$3.7M2.73%13,366CommonSOLE
06849F108BBarrick Mining Corporation$3.7M2.72%89,628CommonSOLE
90353T100UBERUber Technologies Inc$3.6M2.66%49,657CommonSOLE
893641100TDGTransDigm Group Incorporated$3.4M2.51%2,911CommonSOLE
023135106AMZNAmazoncom Inc$3.4M2.50%16,116CommonSOLE
742718109PGProcter Gamble Company$2.7M2.04%18,921CommonSOLE
98978V103ZTSZoetis Inc$2.2M1.64%18,640CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Company Ltd$2.0M1.48%5,881CommonSOLE
11135F101AVGOBroadcom Inc$2.0M1.45%6,302CommonSOLE
040413205ANETArista Networks Inc$1.9M1.43%15,607CommonSOLE
697435105PANWPalo Alto Networks Inc$1.9M1.40%11,713CommonSOLE
23804L103DDOGDatadog Inc$1.7M1.30%14,732CommonSOLE
438516106HONHoneywell International Inc$1.7M1.24%7,374CommonSOLE
14448C104CARRCarrier Global Corporation$1.5M1.09%26,088CommonSOLE
833445109SNOWSnowfalke Inc$1.4M1.07%9,532CommonSOLE
268150109DTDynatrace Inc$1.4M1.07%38,875CommonSOLE
713448108PEPPepsiCo Inc$1.4M1.01%8,732CommonSOLE
02079K305GOOGLAlphabet Inc$1.3M0.95%4,447CommonSOLE
127387108CDNSCadence Design Systems Inc$1.3M0.95%4,574CommonSOLE
81762P102NOWServiceNow Inc$1.2M0.89%11,448CommonSOLE
032654105ADIAnalog Devices Inc$1.2M0.87%3,687CommonSOLE
871607107SNPSSynopsys Inc$1.1M0.85%2,867CommonSOLE
482480100KLACKLA Corporation$1.1M0.84%768CommonSOLE
64110L106NFLXNetflix Inc$1.1M0.83%11,632CommonSOLE
052769106ADSKAutodesk Inc$1.1M0.83%4,645CommonSOLE
00287Y109ABBVAbbVie Inc$1.1M0.82%5,060CommonSOLE
17275R102CSCOCisco Systems Inc$1.1M0.82%14,144CommonSOLE
461202103INTUIntuit Inc$1.1M0.81%2,521CommonSOLE
038222105AMATApplied Materials Inc$1.1M0.81%3,180CommonSOLE
94106L109WMWaste Management Inc$1.1M0.79%4,638CommonSOLE
65339F101NEENextEra Energy Inc$1.0M0.78%11,217CommonSOLE
G8994E103TTTrane Technologies PLC$1.0M0.77%2,490CommonSOLE
133131102CPTCamden Propery Trust$1.0M0.77%10,528CommonSOLE
437076102HDThe Home Depot Inc$1.0M0.75%3,048CommonSOLE
191216100KOCocaCola Company$1.0M0.75%13,167CommonSOLE
G0593M107AZNAstraZeneca PLC$995,3340.74%5,127CommonSOLE
781154109RBRKRubrik Inc$992,3280.74%20,264CommonSOLE
032095101APHAmphenol Corporation$983,1290.73%7,781CommonSOLE
882508104TXNTexas Instruments Inc$965,4580.72%4,973CommonSOLE
459200101IBMInternational Business Machines Corporation$937,5650.70%3,868CommonSOLE
007903107AMDAdvanced Micro Devices Inc$889,8030.66%4,374CommonSOLE
031162100AMGNAmgen Inc$879,6250.66%2,500CommonSOLE
09290D101BLKBlackRock Inc$849,1900.63%883CommonSOLE
857477103STTState Street Corporation$844,5350.63%6,673CommonSOLE
892331307TMToyota Motor Corporation$817,3530.61%3,966CommonSOLE
009158106APDAir Products and Chemicals Inc$761,9550.57%2,623CommonSOLE
194162103CLColgatePalmolive Company$734,5120.55%8,618CommonSOLE
98389B100XELXcel Energy Inc$732,5960.55%9,222CommonSOLE
478160104JNJJohnson Johnson$732,0980.55%2,995CommonSOLE
311900104FASTFastenal Company$687,7410.51%14,822CommonSOLE
060505104BACBank of America Corporation$607,8640.45%12,469CommonSOLE
98419M100XYLXylem Inc$554,3610.41%4,639CommonSOLE
74340W103PLDPrologis Inc$514,8410.38%3,895CommonSOLE
717081103PFEPfizer Inc$413,4500.31%14,724CommonSOLE
969457100WMBThe Williams Companies Inc$384,4970.29%5,283CommonSOLE
617446448MSMorgan Stanley$300,8340.22%1,828CommonSOLE
942622200WSOWatsco Inc$273,5700.20%752CommonSOLE
023608102AEEAmeren Corporation$207,5290.15%1,888CommonSOLE
580135101MCDMcDonalds Corporation$185,8520.14%598CommonSOLE
278865100ECLEcolab Inc$167,3270.12%629CommonSOLE
86771W105RUNSunrun Inc$120,9550.09%8,920CommonSOLE
000360206AAONAAON Inc$120,4010.09%1,455CommonSOLE
125523100CIThe Cigna Group$114,7030.09%430CommonSOLE
682189105ONOn Semiconductor Corporation$112,1370.08%1,811CommonSOLE
N6596X109NXPINXP Semiconductors$108,2730.08%550CommonSOLE
G54950103LINLinde PLC$104,6050.08%211CommonSOLE
G87052109TELTE Connectivity Limited$99,4940.07%476CommonSOLE
537008104LFUSLittelfuse Inc$98,0720.07%289CommonSOLE
760759100RSGRepublic Services Inc$88,7030.07%405CommonSOLE
184496107CLHClean Harbors Inc$61,9340.05%216CommonSOLE
512807306LRCXLam Research Corporation$59,3970.04%278CommonSOLE
08265T208BSYBentley Systems$57,5620.04%1,639CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.