Location: Warsaw, Poland
CIK: 0002043130 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 21, 2026
Total Value: $194M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 30,300 | $11.25M | 5.8% | $438.34 | -0.9% | COM | 594918104 |
| NVDA | NVIDIA CORPORATION | 59,500 | $10.38M | 5.4% | $146.55 | +27.3% | COM | 67066G104 |
| AMZN | AMAZON COM INC | 36,700 | $7.644M | 3.9% | $211.71 | +7.1% | COM | 023135106 |
| GOOGL | ALPHABET INC | 28,000 | $7.413M | 3.8% | $173.45 | +86.4% | CAP STK CL A | 02079K305 |
| AAPL | APPLE INC | 19,450 | $4.936M | 2.5% | $230.89 | +13.8% | COM | 037833100 |
| AMD | ADVANCED MICRO DEVICES INC | 24,100 | $4.903M | 2.5% | $142.94 | +55.1% | COM | 007903107 |
| NOW | SERVICENOW INC | 44,000 | $4.6M | 2.4% | $165.46 | -26.8% | COM | 81762P102 |
| ADBE | ADOBE INC | 17,866 | $4.343M | 2.2% | $464.70 | -37.6% | COM | 00724F101 |
| ADI | ANALOG DEVICES INC | 13,450 | $4.279M | 2.2% | $216.43 | +46.1% | COM | 032654105 |
| CRWD | CROWDSTRIKE HLDGS INC | 10,700 | $4.177M | 2.2% | $366.28 | +17.7% | CL A | 22788C105 |
| HUBS | HUBSPOT INC | 14,900 | $3.637M | 1.9% | $514.43 | -43.3% | COM | 443573100 |
| MRVL | MARVELL TECHNOLOGY INC | 35,000 | $3.467M | 1.8% | $86.23 | -6.0% | COM | 573874104 |
| PANW | PALO ALTO NETWORKS INC | 21,500 | $3.447M | 1.8% | $188.11 | -8.5% | COM | 697435105 |
| TSLA | TESLA INC | 9,200 | $3.42M | 1.8% | $323.28 | +31.8% | COM | 88160R101 |
| TXN | TEXAS INSTRS INC | 17,500 | $3.397M | 1.8% | $184.62 | +11.7% | COM | 882508104 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 51,400 | $3.321M | 1.7% | $64.45 | +17.6% | COM | 595017104 |
| AMAT | APPLIED MATLS INC | 9,550 | $3.264M | 1.7% | $177.77 | +83.7% | COM | 038222105 |
| ISRG | INTUITIVE SURGICAL INC | 6,400 | $2.95M | 1.5% | $509.13 | +2.3% | COM NEW | 46120E602 |
| SNOW | SNOWFLAKE INC | 16,900 | $2.549M | 1.3% | $151.80 | +28.1% | COM SHS | 833445109 |
| DDOG | DATADOG INC | 21,500 | $2.538M | 1.3% | $133.24 | -7.0% | CL A COM | 23804L103 |
| ON | ON SEMICONDUCTOR CORP | 40,100 | $2.483M | 1.3% | $51.45 | +24.6% | COM | 682189105 |
| BSX | BOSTON SCIENTIFIC CORP | 38,000 | $2.385M | 1.2% | $90.26 | -4.9% | COM | 101137107 |
| TOST | TOAST INC | 89,000 | $2.359M | 1.2% | $34.74 | -10.7% | CL A | 888787108 |
| BAC | BANK AMERICA CORP | 42,500 | $2.072M | 1.1% | $43.48 | +23.4% | COM | 060505104 |
| NET | CLOUDFLARE INC | 10,000 | $2.063M | 1.1% | $111.44 | +63.7% | CL A COM | 18915M107 |
| MRK | MERCK & CO INC | 17,000 | $2.045M | 1.1% | $91.60 | +24.8% | COM | 58933Y105 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 10,091 | $1.993M | 1.0% | $197.39 | +14.0% | COM | 874054109 |
| MNDY | MONDAY COM LTD | 28,000 | $1.935M | 1.0% | $189.14 | -42.2% | SHS | M7S64H106 |
| META | META PLATFORMS INC | 3,360 | $1.922M | 1.0% | $594.84 | +10.2% | CL A | 30303M102 |
| RTX | RTX CORPORATION | 9,700 | $1.871M | 1.0% | $118.27 | +66.2% | COM | 75513E101 |
| MDB | MONGODB INC | 7,400 | $1.811M | 0.9% | $288.35 | +30.5% | CL A | 60937P106 |
| MNST | MONSTER BEVERAGE CORP NEW | 24,021 | $1.741M | 0.9% | $52.99 | +52.2% | COM | 61174X109 |
| INTU | INTUIT | 4,000 | $1.73M | 0.9% | $497.56 | 0.0% | COM | 461202103 |
| DE | DEERE & CO | 3,000 | $1.69M | 0.9% | $419.93 | +31.3% | COM | 244199105 |
| GS | GOLDMAN SACHS GROUP INC | 1,960 | $1.658M | 0.9% | $544.86 | +71.2% | COM | 38141G104 |
| JPM | JPMORGAN CHASE & CO | 5,610 | $1.65M | 0.9% | $229.66 | +35.6% | COM | 46625H100 |
| C | CITIGROUP INC | 14,500 | $1.644M | 0.8% | $67.09 | +73.2% | COM NEW | 172967424 |
| AVGO | BROADCOM INC | 5,300 | $1.64M | 0.8% | $348.38 | -4.1% | COM | 11135F101 |
| MU | MICRON TECHNOLOGY INC | 4,700 | $1.588M | 0.8% | $100.18 | +286.3% | COM | 595112103 |
| PFE | PFIZER INC | 56,500 | $1.587M | 0.8% | $24.84 | +5.4% | COM | 717081103 |
| CF | CF INDUSTRIES HOLD | 12,100 | $1.571M | 0.8% | $84.15 | +7.0% | COM | 125269100 |
| LLY | ELI LILLY & CO | 1,695 | $1.559M | 0.8% | $810.07 | +29.3% | COM | 532457108 |
| KO | COCA COLA CO | 20,000 | $1.521M | 0.8% | $63.33 | +18.1% | COM | 191216100 |
| DIS | DISNEY WALT CO | 15,500 | $1.494M | 0.8% | $104.91 | +4.3% | COM | 254687106 |
| HON | HONEYWELL INTL INC | 6,500 | $1.469M | 0.8% | $202.78 | +11.4% | COM | 438516106 |
| NKE | NIKE INC | 26,214 | $1.417M | 0.7% | $72.90 | -12.2% | CL B | 654106103 |
| TECH | BIO-TECHNE CORP | 27,000 | $1.411M | 0.7% | $67.73 | -5.4% | COM | 09073M104 |
| PI | IMPINJ INC | 13,500 | $1.386M | 0.7% | $122.27 | +24.3% | COM | 453204109 |
| TEAM | ATLASSIAN CORPORATION | 20,000 | $1.365M | 0.7% | $113.29 | 0.0% | CL A | 049468101 |
| MA | MASTERCARD INCORPORATED | 2,700 | $1.349M | 0.7% | $517.13 | +4.2% | CL A | 57636Q104 |
| CBRE | CBRE GROUP INC | 9,800 | $1.328M | 0.7% | $132.14 | +22.1% | CL A | 12504L109 |
| BILL | BILL HOLDINGS INC | 34,000 | $1.302M | 0.7% | $67.96 | -30.9% | COM | 090043100 |
| OXY | OCCIDENTAL PETE CORP | 19,800 | $1.287M | 0.7% | $47.76 | -4.9% | COM | 674599105 |
| PRCT | PROCEPT BIOROBOTICS CORP | 50,000 | $1.25M | 0.6% | $47.55 | -37.8% | COM | 74276L105 |
| AXP | AMERICAN EXPRESS CO | 4,000 | $1.21M | 0.6% | $284.22 | +25.3% | COM | 025816109 |
| CI | THE CIGNA GROUP | 4,500 | $1.2M | 0.6% | $302.30 | -7.1% | COM | 125523100 |
| INTC | INTEL CORP | 26,000 | $1.147M | 0.6% | $25.35 | +83.1% | COM | 458140100 |
| FIVN | FIVE9 INC | 74,000 | $1.123M | 0.6% | $33.80 | -46.7% | COM | 338307101 |
| REGN | REGENERON PHARMACEUTICALS | 1,400 | $1.082M | 0.6% | $834.60 | -7.8% | COM | 75886F107 |
| ACN | ACCENTURE PLC IRELAND | 5,300 | $1.051M | 0.5% | $330.45 | -23.4% | SHS CLASS A | G1151C101 |
| STT | STATE STR CORP | 8,200 | $1.038M | 0.5% | $91.14 | +42.9% | COM | 857477103 |
| V | VISA INC | 3,400 | $1.028M | 0.5% | $339.10 | -2.9% | COM CL A | 92826C839 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 30,700 | $983K | 0.5% | $51.57 | -24.8% | COM | 169656105 |
| DECK | DECKERS OUTDOOR CORP | 9,600 | $961K | 0.5% | $133.56 | -18.0% | COM | 243537107 |
| DHR | DANAHER CORP DEL | 5,000 | $948K | 0.5% | $234.30 | -4.1% | COM | 235851102 |
| VRTX | VERTEX PHARMACEUTICALS INC | 2,100 | $938K | 0.5% | $443.98 | +5.3% | COM | 92532F100 |
| CSCO | CISCO SYS INC | 12,000 | $931K | 0.5% | $55.37 | +40.7% | COM | 17275R102 |
| GM | GENERAL MTRS CO | 12,200 | $909K | 0.5% | $55.76 | +47.5% | COM | 37045V100 |
| BEAM | BEAM THERAPEUTICS INC | 38,000 | $906K | 0.5% | $24.61 | +18.6% | COM | 07373V105 |
| AMGN | AMGEN INC | 2,500 | $880K | 0.5% | $286.09 | +22.2% | COM | 031162100 |
| NFLX | NETFLIX INC. | 9,100 | $875K | 0.5% | $102.34 | -18.1% | COM | 64110L106 |
| CRM | SALESFORCE INC | 4,650 | $868K | 0.4% | $315.76 | -31.7% | COM | 79466L302 |
| HD | HOME DEPOT INC | 2,600 | $855K | 0.4% | $376.98 | 0.0% | COM | 437076102 |
| DG | DOLLAR GEN CORP | 7,000 | $831K | 0.4% | $78.27 | +88.7% | COM | 256677105 |
| JNJ | JOHNSON & JOHNSON | 3,400 | $831K | 0.4% | $149.59 | +52.3% | COM | 478160104 |
| SBUX | STARBUCKS CORP | 9,000 | $806K | 0.4% | $92.97 | +0.7% | COM | 855244109 |
| KHC | KRAFT HEINZ CO | 33,800 | $760K | 0.4% | $30.66 | -22.0% | COM | 500754106 |
| T | AT&T INC | 25,500 | $739K | 0.4% | $22.97 | +12.1% | COM | 00206R102 |
| CRSP | CRISPR THERAPEUTICS AG | 15,000 | $714K | 0.4% | $46.76 | +14.4% | NAMEN AKT | H17182108 |
| GPN | GLOBAL PMTS INC | 8,400 | $565K | 0.3% | $103.16 | -27.4% | COM | 37940X102 |
| QCOM | QUALCOMM INC | 4,200 | $541K | 0.3% | $159.34 | -3.4% | COM | 747525103 |
| FDX | FEDEX CORP | 1,500 | $534K | 0.3% | $258.54 | +31.1% | COM | 31428X106 |
| VLO | VALERO ENERGY CORP | 2,100 | $519K | 0.3% | $136.42 | +39.3% | COM | 91913Y100 |
| NTLA | INTELLIA THERAPEUTICS INC | 40,000 | $513K | 0.3% | $13.16 | -5.7% | COM | 45826J105 |
| PYPL | PAYPAL HLDGS INC | 11,000 | $498K | 0.3% | $78.22 | -36.0% | COM | 70450Y103 |
| DHI | D R HORTON INC | 3,600 | $494K | 0.3% | $153.24 | +1.8% | COM | 23331A109 |
| URI | UNITED RENTALS INC | 650 | $474K | 0.2% | $836.19 | +5.6% | COM | 911363109 |
| KR | KROGER CO | 6,500 | $470K | 0.2% | $61.34 | +5.3% | COM | 501044101 |
| EOG | EOG RES INC | 3,200 | $463K | 0.2% | $116.69 | -3.9% | COM | 26875P101 |
| CTRA | COTERRA ENERGY INC | 13,000 | $457K | 0.2% | $24.16 | +17.3% | COM | 127097103 |
| MDT | MEDTRONIC PLC | 5,000 | $433K | 0.2% | $83.84 | +18.7% | SHS | G5960L103 |
| BMY | BRISTOL-MYERS SQUIBB CO | 7,000 | $425K | 0.2% | $50.65 | +13.4% | COM | 110122108 |
| HAL | HALLIBURTON CO | 10,000 | $390K | 0.2% | $23.52 | +42.6% | COM | 406216101 |
| WFC | WELLS FARGO & CO | 4,800 | $382K | 0.2% | $66.95 | +34.5% | COM | 949746101 |
| F | FORD MTR CO | 32,000 | $369K | 0.2% | $9.79 | +40.3% | COM | 345370860 |
| CVS | CVS HEALTH CORP | 5,000 | $359K | 0.2% | $58.51 | +33.2% | COM | 126650100 |
| PCAR | PACCAR INC | 3,100 | $358K | 0.2% | $101.81 | +20.8% | COM | 693718108 |
| COP | CONOCOPHILLIPS | 2,700 | $356K | 0.2% | $97.15 | +5.7% | COM | 20825C104 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1,200 | $351K | 0.2% | $374.08 | -6.0% | COM | 036752103 |
| SHOP | SHOPIFY INC | 2,700 | $320K | 0.2% | $112.18 | +21.6% | CL A SUB VTG SHS | 82509L107 |
| MET | METLIFE INC | 4,500 | $318K | 0.2% | $79.12 | -2.1% | COM | 59156R108 |
| UPS | UNITED PARCEL SVCS INC | 3,200 | $315K | 0.2% | $92.96 | +18.2% | CL B | 911312106 |
| AIG | AMERICAN INTL GROUP INC | 4,000 | $301K | 0.2% | $75.29 | +1.4% | COM NEW | 026874784 |
| MELI | MERCADOLIBRE INC | 170 | $294K | 0.2% | $2053.96 | +0.6% | COM | 58733R102 |
| FISV | FISERV INC | 5,200 | $290K | 0.1% | $162.92 | -60.7% | COM | 337738108 |
| HPE | HEWLETT PACKARD ENTERPRISE C | 12,000 | $286K | 0.1% | $21.39 | +3.2% | COM | 42824C109 |
| LYB | LYONDELLBASELL INDUSTRIES NV | 3,400 | $274K | 0.1% | $54.09 | -3.1% | SHS - A - | N53745100 |
| CMI | CUMMINS INC | 450 | $242K | 0.1% | $339.25 | +69.6% | COM | 231021106 |
| TAP | MOLSON COORS BEVERAGE CO | 5,500 | $237K | 0.1% | $53.46 | -7.4% | CL B | 60871R209 |
| NXPI | NXP SEMICONDUCTORS N V | 1,200 | $236K | 0.1% | $219.35 | +6.9% | COM | N6596X109 |
| TSN | TYSON FOODS INC | 3,300 | $211K | 0.1% | $57.14 | +9.0% | CL A | 902494103 |
| ETSY | ETSY INC | 4,100 | $205K | 0.1% | $53.80 | +3.8% | COM | 29786A106 |
| MTCH | MATCH GROUP INC NEW | 6,600 | $203K | 0.1% | $32.98 | -4.8% | COM | 57667L107 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1,050 | $199K | 0.1% | $117.12 | +44.4% | SHS USD | G50871105 |
| UBER | UBER TECHNOLOGIES INC | 2,700 | $194K | 0.1% | $73.28 | +7.4% | COM | 90353T100 |
| BK | BANK NEW YORK MELLON CORP | 1,600 | $190K | 0.1% | $75.52 | +59.1% | COM | 064058100 |
| ABNB | AIRBNB INC | 1,400 | $177K | 0.1% | $134.08 | -3.5% | COM CL A | 009066101 |
| ABBV | ABBVIE INC | 800 | $174K | 0.1% | $177.82 | +25.2% | COM | 00287Y109 |
| LEN | LENNAR CORP | 2,000 | $174K | 0.1% | $144.84 | -21.0% | CL A | 526057104 |
| WY | WEYERHAEUSER CO | 7,000 | $171K | 0.1% | $28.20 | -15.6% | COM NEW | 962166104 |
| CELH | CELSIUS HLDGS INC | 4,800 | $170K | 0.1% | $34.43 | +47.2% | COM NEW | 15118V207 |
| RACE | FERRARI N V | 500 | $166K | 0.1% | $430.45 | -17.2% | COM | N3167Y103 |
| DELL | DELL TECHNOLOGIES INC | 1,000 | $164K | 0.1% | $122.33 | -2.7% | CL C | 24703L202 |
| DASH | DOORDASH INC | 1,050 | $158K | 0.1% | $188.73 | +4.2% | CL A | 25809K105 |
| RNG | RINGCENTRAL INC | 4,000 | $149K | 0.1% | $35.93 | -20.1% | CL A | 76680R206 |
| COIN | COINBASE GLOBAL INC | 820 | $143K | 0.1% | $253.79 | -21.0% | COM CL A | 19260Q107 |
| GILD | GILEAD SCIENCES INC | 1,000 | $139K | 0.1% | $87.00 | +59.1% | COM | 375558103 |
| DXCM | DEXCOM INC | 2,150 | $135K | 0.1% | $72.44 | -2.1% | COM | 252131107 |
| SOLS | SOLSTICE ADVANCED MATLS INC | 1,625 | $124K | 0.1% | $47.08 | +38.5% | COM SHS | 83443Q103 |
| CHWY | CHEWY INC | 4,500 | $122K | 0.1% | $31.06 | -5.8% | CL A | 16679L109 |
| ALGN | ALIGN TECHNOLOGY INC | 700 | $120K | 0.1% | $200.37 | -12.8% | COM | 016255101 |
| LULU | LULULEMON ATHLETICA INC | 730 | $112K | 0.1% | $302.82 | -37.7% | COM | 550021109 |
| ULTA | ULTA BEAUTY INC | 210 | $110K | 0.1% | $386.64 | +73.3% | COM | 90384S303 |
| ELF | E L F BEAUTY INC | 1,600 | $96,976 | 0.1% | $103.37 | -17.1% | COM | 26856L103 |
| LUV | SOUTHWEST AIRLS CO | 2,500 | $93,925 | 0.0% | $47.34 | 0.0% | COM | 844741108 |
| SHAK | SHAKE SHACK INC | 1,000 | $88,470 | 0.0% | $92.97 | 0.0% | CL A | 819047101 |
| CEG | CONSTELLATION ENERGY CORP | 300 | $83,775 | 0.0% | $247.76 | +21.6% | COM | 21037T109 |
| RVLV | REVOLVE GROUP INC | 3,600 | $81,396 | 0.0% | $21.55 | +29.8% | CL A | 76156B107 |
| WBTN | WEBTOON ENTMT INC | 8,500 | $78,115 | 0.0% | $11.07 | +10.8% | COM | 94845U105 |
| FIS | FIDELITY NATL INFORMATION SV | 1,500 | $70,365 | 0.0% | $77.83 | -27.6% | COM | 31620M106 |
| ZTS | ZOETIS INC | 520 | $61,469 | 0.0% | $168.37 | -25.2% | CL A | 98978V103 |
| SG | SWEETGREEN INC | 10,800 | $56,052 | 0.0% | $17.33 | -62.5% | COM CL A | 87043Q108 |
| PINS | PINTEREST INC | 2,900 | $53,186 | 0.0% | $31.88 | -30.3% | CL A | 72352L106 |
| DUOL | DUOLINGO INC | 500 | $49,285 | 0.0% | $243.96 | -43.5% | CL A COM | 26603R106 |
| CAG | CONAGRA BRANDS INC | 1,500 | $23,580 | 0.0% | $26.44 | -31.9% | COM | 205887102 |
| MRNA | MODERNA INC | 400 | $20,320 | 0.0% | $47.80 | -10.2% | COM | 60770K107 |