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Disclosery

PKO BP BANKOWY Universal Pension Society JSC

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13F filer, CIK 2055875, WARSAW, Poland

PKO BP BANKOWY Universal Pension Society JSC reported $145,768,852 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 96.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055875-26-000005

Period
2025-06-30
Reported value
$146M
Holdings
13
Top 10 weight
96.17%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUadded+33,300$4.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLreduced-13,891-$2.45M
UBERreduced-16,542-$1.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002055875-26-000005, largest first. % of portfolio is the value over $145,768,852, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368,092 shares; 2025Q1: 373,092 shares; 2025Q2: 356,550 shares 356,550$33.3M22.82%-16,542Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442,755 shares; 2025Q1: 477,755 shares; 2025Q2: 477,755 shares 477,755$20.7M14.21%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,000 shares; 2025Q1: 91,250 shares; 2025Q2: 91,250 shares 91,250$20M13.73%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,802 shares; 2025Q1: 138,802 shares; 2025Q2: 138,802 shares 138,802$17.4M11.97%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,500 shares; 2025Q1: 107,500 shares; 2025Q2: 140,800 shares 140,800$17.4M11.9%+33,300Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,000 shares; 2025Q1: 97,552 shares; 2025Q2: 97,552 shares 97,552$12M8.2%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,000 shares; 2025Q1: 101,000 shares; 2025Q2: 101,000 shares 101,000$6.46M4.43%0Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,491 shares; 2025Q1: 177,491 shares; 2025Q2: 177,491 shares 177,491$5.65M3.87%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,891 shares; 2025Q1: 38,891 shares; 2025Q2: 25,000 shares 25,000$4.41M3.02%-13,891Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares 50,000$2.91M2%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares 31,000$2.78M1.91%0Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,666 shares; 2025Q2: 33,666 shares 33,666$1.53M1.05%0Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares 35,000$1.28M0.88%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002055875-26-000005 base2026-02-17acceptance time not in the bulk data set