Pekao Towarzystwo Funduszy Inwestycyjnych S.A. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, submitted on November 10, 2026, lists the assets held by the investment firm during the specified reporting period.
The report details a portfolio consisting of 80 individual equity securities. The largest position disclosed in the filing is in Uber Technologies Inc., for which the filer holds 9,645,454 shares. Other significant holdings include Taiwan Semiconductor Manufacturing Company (8,369,262 shares), NVIDIA Corporation (7,009,896 shares), and Microsoft Corporation (12,411,154 shares).
The portfolio is heavily weighted toward technology and industrial sectors. Major holdings include Procter & Gamble Company (6,232,221 shares), Apple Inc. (11,828,411 shares), and Alphabet Inc. (1,812,269 shares). The filing also lists substantial positions in energy and industrial companies, such as Exxon Mobil Holdings Corporation (1,479,072 shares) and Trane Technologies PLC (1,614,925 shares).
In addition to common stocks, the report includes several exchange-traded funds (ETFs) and trusts focused on gold. These include GraniteShares Gold Trust (153,463 shares), SPDR Gold MiniShares Trust (153,480 shares), and abrdn Physical Gold Shares ETF PHYSCL GOLD SHS (153,477 shares). The filing lists Dorota Boczkowska as the Compliance Officer for the firm.
