PKO BP BANKOWY Universal Pension Society JSC — 13F Holdings & Portfolio

CIK 2055875 · latest 13F-HR filed 2026-04-13

PKO BP BANKOWY Universal Pension Society JSC manages $213.9M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MU (27.93%), FCX (14.50%), UBER (13.17%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 1 new position, exited 1, added to 8, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$213.9M

Long-equity book

Holdings

13

Distinct positions

Period

2026-03-31

Filed 2026-04-13

Q/Q Activity

+1 / −1 / ↑8 / ↓4

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$20.6M +52.7%
  • PROPETRO HLDG CORP$11.1M +826.5%
  • FREEPORT MCMORAN INC$10.3M +49.9%
  • DEVON ENERGY CORP NEW$2.7M +43.5%
  • DELL TECHNOLOGIES INC$2.2M +15.8%
Show all 8

Top Trims

  • UBER TECHNOLOGIES INC-$7.2M -20.3%
  • NEUROCRINE BIOSCIENCES INC-$1.2M -6.2%
  • AMAZON COM INC-$1.0M -5.1%
  • MOSAIC CO-$321.3K -26.5%
Show all 4

New Positions

  • SALESFORCE INC$5.6M
Show all 1

Exited Positions

  • PAYPAL HLDGS INC$603.5K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICRON TECHNOLOGY INC MU 595112103 $59.7M 27.93% 176,800 SH
2 FREEPORT MCMORAN INC FCX 35671D857 $31.0M 14.50% 527,755 SH
3 UBER TECHNOLOGIES INC UBER 90353T100 $28.2M 13.17% 391,550 SH
4 AMAZON COM INC AMZN 023135106 $19.0M 8.89% 91,250 SH
5 NEUROCRINE BIOSCIENCES INC NBIX 64125C109 $18.3M 8.55% 138,802 SH
6 DELL TECHNOLOGIES INC DELL 24703L202 $16.0M 7.49% 97,552 SH
7 PROPETRO HLDG CORP PUMP 74347M108 $12.4M 5.81% 862,485 SH
8 DEVON ENERGY CORP NEW DVN 25179M103 $8.9M 4.18% 177,491 SH
9 SALESFORCE INC CRM 79466L302 $5.6M 2.62% 30,000 SH
10 NEWMONT CORP NEM 651639106 $5.4M 2.53% 50,000 SH
11 ALPHABET INC GOOGL 02079K305 $4.3M 2.02% 15,000 SH
12 CONOCOPHILLIPS COP 20825C104 $4.1M 1.91% 31,000 SH
13 MOSAIC CO MOS 61945C103 $892.5K 0.42% 35,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-13 $213.9M 13 0002055875-26-000007
2025-09-30 2026-02-17 $168.7M 13 0002055875-26-000006