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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

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13F filer, CIK 2033881, WARSAW, Poland

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group reported $380,825,756 across 27 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 75.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002033881-26-000004

Period
2026-06-30
Reported value
$381M
Holdings
27
Top 10 weight
75.12%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+47,000$16.8M
NVDAadded+81,000$16.2M
SNOWadded+22,200$5.65M
AAPLadded+17,000$4.92M
AMZNadded+17,000$4.05M

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
MUreduced-14,000-$16.2M
MELIexited-5,280-$9.13M
DECKreduced-67,000-$6.65M
LOGIreduced-13,883-$1.3M

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 2026

Share positions as resolved from 13F-HR 0002033881-26-000004, largest first. % of portfolio is the value over $380,825,756, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,540 shares; 2024Q4: 32,540 shares; 2025Q1: 65,540 shares; 2025Q2: 65,540 shares; 2025Q3: 65,540 shares; 2025Q4: 65,540 shares; 2026Q1: 65,540 shares; 2026Q2: 112,540 shares 112,540$40.2M10.56%+47,000Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,000 shares; 2024Q4: 82,000 shares; 2025Q1: 82,000 shares; 2025Q2: 82,000 shares; 2025Q3: 82,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares; 2026Q2: 31,000 shares 31,000$35.8M9.4%-14,000Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,800 shares; 2024Q4: 49,800 shares; 2025Q1: 49,800 shares; 2025Q2: 49,800 shares; 2025Q3: 104,800 shares; 2025Q4: 104,800 shares; 2026Q1: 60,800 shares; 2026Q2: 60,800 shares 60,800$35.3M9.27%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,000 shares; 2024Q4: 104,000 shares; 2025Q1: 115,000 shares; 2025Q2: 115,000 shares; 2025Q3: 115,000 shares; 2025Q4: 115,000 shares; 2026Q1: 115,000 shares; 2026Q2: 115,000 shares 115,000$34.3M9%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 77,000 shares; 2026Q2: 158,000 shares 158,000$31.6M8.3%+81,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,500 shares; 2026Q2: 76,500 shares 76,500$28.5M7.49%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 48,000 shares; 2026Q1: 93,000 shares; 2026Q2: 110,000 shares 110,000$26.2M6.88%+17,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,000 shares; 2026Q2: 72,000 shares 72,000$20.8M5.47%+17,000Timeline
PAYPAYMENTUS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210,024 shares; 2025Q4: 429,916 shares; 2026Q1: 733,470 shares; 2026Q2: 733,470 shares 733,470$17.7M4.65%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,000 shares; 2026Q2: 61,200 shares 61,200$15.6M4.09%+22,200Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215,000 shares; 2025Q2: 286,327 shares; 2025Q3: 286,327 shares; 2025Q4: 286,327 shares; 2026Q1: 286,327 shares; 2026Q2: 286,327 shares 286,327$12.8M3.35%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,290 shares; 2024Q4: 178,290 shares; 2025Q1: 178,290 shares; 2025Q2: 178,290 shares; 2025Q3: 178,290 shares; 2025Q4: 178,290 shares; 2026Q1: 178,290 shares; 2026Q2: 178,290 shares 178,290$11.2M2.94%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,000 shares; 2026Q2: 71,000 shares 71,000$11.1M2.92%+19,000Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,000 shares; 2026Q1: 105,000 shares; 2026Q2: 105,000 shares 105,000$9.58M2.51%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,110 shares; 2025Q4: 50,110 shares; 2026Q1: 50,110 shares; 2026Q2: 50,110 shares 50,110$9.25M2.43%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,000 shares; 2026Q2: 80,500 shares 80,500$7.99M2.1%+32,500Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,170 shares; 2025Q4: 11,170 shares; 2026Q1: 11,170 shares; 2026Q2: 11,170 shares 11,170$6.26M1.64%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,400 shares; 2024Q4: 30,400 shares; 2025Q1: 30,400 shares; 2025Q2: 30,400 shares; 2025Q3: 30,400 shares; 2025Q4: 30,400 shares; 2026Q1: 30,400 shares; 2026Q2: 30,400 shares 30,400$5.12M1.35%0Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,110 shares; 2025Q4: 118,110 shares; 2026Q1: 118,110 shares; 2026Q2: 51,110 shares 51,110$5.07M1.33%-67,000Timeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000$4.37M1.15%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,000 shares; 2024Q4: 38,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares; 2026Q1: 38,000 shares; 2026Q2: 38,000 shares 38,000$3.95M1.04%0Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 400,000 shares 400,000$2.26M0.59%0Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,814 shares; 2024Q4: 46,823 shares; 2025Q1: 36,413 shares; 2025Q2: 46,554 shares; 2025Q3: 37,629 shares; 2025Q4: 33,105 shares; 2026Q1: 37,556 shares; 2026Q2: 23,673 shares 23,673$2.22M0.58%-13,883Timeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 85,000 shares; 2026Q1: 85,000 shares; 2026Q2: 85,000 shares 85,000$2.06M0.54%0Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares; 2025Q4: 9,727 shares; 2026Q1: 9,727 shares; 2026Q2: 9,727 shares 9,727$648K0.17%0Timeline
ARVNARVINAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,500 shares; 2024Q4: 57,500 shares; 2025Q1: 57,500 shares; 2025Q2: 57,500 shares; 2025Q3: 57,500 shares; 2025Q4: 57,500 shares; 2026Q1: 57,500 shares; 2026Q2: 57,500 shares 57,500$478K0.13%0Timeline
CCCCC4 THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 85,000 shares; 2026Q1: 85,000 shares; 2026Q2: 85,000 shares 85,000$397K0.1%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MELIMERCADOLIBRE INC5,280$9.13Mshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002033881-26-000004 base2026-07-30acceptance time not in the bulk data set