PKO BP BANKOWY Universal Pension Society JSC
Follow13F filer, CIK 2055875, WARSAW, Poland
PKO BP BANKOWY Universal Pension Society JSC reported $213,887,622 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 95.65% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055875-26-000007
- Period
- 2026-03-31
- Reported value
- $214M
- Holdings
- 13
- Top 10 weight
- 95.65%
- New
- 1
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CRMnew | +30,000 | $5.6M |
| PUMPadded | +179,482 | $2.59M |
| UBERadded | +27,000 | $1.94M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| MUreduced | -38,000 | -$12.8M |
| PYPLexited | -9,000 | -$525K |
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, Q1 2026
Share positions as resolved from 13F-HR 0002055875-26-000007, largest first. % of portfolio is the value over $213,887,622, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| MUMICRON TECHNOLOGY INC | 176,800 | $59.7M | 27.93% | -38,000 | Timeline | ||
| FCXFREEPORT MCMORAN INC | 527,755 | $31M | 14.5% | 0 | Timeline | ||
| UBERUBER TECHNOLOGIES INC | 391,550 | $28.2M | 13.17% | +27,000 | Timeline | ||
| AMZNAMAZON COM INC | 91,250 | $19M | 8.89% | 0 | Timeline | ||
| NBIXNEUROCRINE BIOSCIENCES INC | 138,802 | $18.3M | 8.55% | 0 | Timeline | ||
| DELLDELL TECHNOLOGIES INC | 97,552 | $16M | 7.49% | 0 | Timeline | ||
| PUMPPROPETRO HLDG CORP | 862,485 | $12.4M | 5.81% | +179,482 | Timeline | ||
| DVNDEVON ENERGY CORP NEW | 177,491 | $8.93M | 4.18% | 0 | Timeline | ||
| CRMSALESFORCE INC | 30,000 | $5.6M | 2.62% | new | Timeline | ||
| NEMNEWMONT CORP | 50,000 | $5.41M | 2.53% | 0 | Timeline | ||
| GOOGLALPHABET INC | 15,000 | $4.31M | 2.02% | 0 | Timeline | ||
| COPCONOCOPHILLIPS | 31,000 | $4.09M | 1.91% | 0 | Timeline | ||
| MOSMOSAIC CO | 35,000 | $892K | 0.42% | 0 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| PYPLPAYPAL HLDGS INC | 9,000 | $525K | shares |
How Q1 2026 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002055875-26-000007 | base | 2026-04-13 | acceptance time not in the bulk data set |