PKO Investment Management Joint-Stock Co Diversified Active

Location: Warsaw, Poland

CIK: 0002059321 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Mar 13, 2025

Total Value: $800M (100.0% shares, 0.0% debt)

Holdings (143)

IVV ISHARES TR 33.9%
Value $271M Shares 566,914 Est. Cost $396.74 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 4.6%
Value $37.08M Shares 220,000 Est. Cost $149.26 Unrealized
AAPL APPLE INC 3.0%
Value $23.68M Shares 123,000 Est. Cost $133.53 Unrealized +36.9%
EEM ISHARES TR 2.7%
Value $21.66M Shares 538,656 Est. Cost $41.83 Unrealized
MSFT MICROSOFT CORP 2.7%
Value $21.43M Shares 57,000 Est. Cost $159.73 Unrealized +119.3%
BARRICK GOLD CORP 2.1%
Value $16.68M Shares 923,221 Est. Cost $19.76 Unrealized
VOO VANGUARD INDEX FDS 2.1%
Value $16.43M Shares 37,610 Est. Cost $385.20 Unrealized
IJR ISHARES TR 2.0%
Value $15.81M Shares 146,069 Est. Cost $97.36 Unrealized
AEM AGNICO EAGLE MINES LTD 2.0%
Value $15.69M Shares 286,184 Est. Cost $44.42 Unrealized +8.0%
GOOGL ALPHABET INC 1.7%
Value $13.97M Shares 100,000 Est. Cost $100.44 Unrealized +32.8%
NEM NEWMONT CORP 1.7%
Value $13.41M Shares 323,907 Est. Cost $48.08 Unrealized -23.5%
FNV FRANCO NEV CORP 1.6%
Value $13.02M Shares 117,564 Est. Cost $128.04 Unrealized -6.8%
XOM EXXON MOBIL CORP 1.6%
Value $12.61M Shares 126,094 Est. Cost $69.73 Unrealized +40.0%
AMZN AMAZON COM INC 1.6%
Value $12.46M Shares 82,000 Est. Cost $116.95 Unrealized +19.9%
CVX CHEVRON CORP NEW 1.5%
Value $11.76M Shares 78,873 Est. Cost $112.65 Unrealized +22.3%
TSLA TESLA INC 1.4%
Value $11.43M Shares 46,000 Est. Cost $225.63 Unrealized +5.3%
NVDA NVIDIA CORPORATION 1.1%
Value $8.914M Shares 18,000 Est. Cost $34.33 Unrealized +34.9%
WPM WHEATON PRECIOUS METALS CORP 1.1%
Value $8.611M Shares 174,535 Est. Cost $35.69 Unrealized +24.7%
BHP BHP GROUP LTD 1.0%
Value $7.651M Shares 112,000 Est. Cost $68.31 Unrealized
GFI GOLD FIELDS LTD 0.8%
Value $6.666M Shares 460,996 Est. Cost $13.22 Unrealized
COP CONOCOPHILLIPS 0.8%
Value $6.245M Shares 53,800 Est. Cost $81.84 Unrealized +34.1%
UNH UNITEDHEALTH GROUP INC 0.7%
Value $5.996M Shares 11,389 Est. Cost $340.41 Unrealized +50.2%
RGLD ROYAL GOLD INC 0.7%
Value $5.915M Shares 48,900 Est. Cost $104.88 Unrealized +7.8%
KGC KINROSS GOLD CORP 0.7%
Value $5.744M Shares 949,006 Est. Cost $4.09 Unrealized +33.6%
NKE NIKE INC 0.7%
Value $5.32M Shares 49,000 Est. Cost $106.24 Unrealized -3.1%
TXN TEXAS INSTRS INC 0.6%
Value $5.114M Shares 30,000 Est. Cost $158.29 Unrealized -8.1%
MAR MARRIOTT INTL INC NEW 0.6%
Value $4.961M Shares 22,000 Est. Cost $131.35 Unrealized +51.1%
JNJ JOHNSON & JOHNSON 0.6%
Value $4.859M Shares 31,000 Est. Cost $144.00 Unrealized -0.3%
LULU LULULEMON ATHLETICA INC 0.6%
Value $4.704M Shares 9,200 Est. Cost $335.08 Unrealized +28.9%
EL LAUDER ESTEE COS INC 0.6%
Value $4.534M Shares 31,000 Est. Cost $192.65 Unrealized -34.0%
AVGO BROADCOM INC 0.5%
Value $4.242M Shares 3,800 Est. Cost $60.28 Unrealized +53.0%
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value $3.824M Shares 21,000 Est. Cost $125.56 Unrealized +29.2%
PAAS PAN AMERN SILVER CORP 0.5%
Value $3.798M Shares 232,666 Est. Cost $16.37 Unrealized -8.6%
LLY ELI LILLY & CO 0.5%
Value $3.789M Shares 6,500 Est. Cost $232.02 Unrealized +147.9%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $3.685M Shares 25,000 Est. Cost $116.27 Unrealized +1.4%
PYPL PAYPAL HLDGS INC 0.5%
Value $3.685M Shares 60,000 Est. Cost $160.92 Unrealized -64.5%
AGI ALAMOS GOLD INC NEW 0.5%
Value $3.625M Shares 269,500 Est. Cost $8.34 Unrealized +55.5%
PFE PFIZER INC 0.5%
Value $3.613M Shares 125,484 Est. Cost $31.52 Unrealized -16.3%
ADBE ADOBE INC 0.4%
Value $3.58M Shares 6,000 Est. Cost $576.73 Unrealized +0.0%
MRK MERCK & CO INC 0.4%
Value $3.562M Shares 32,676 Est. Cost $69.43 Unrealized +39.4%
META META PLATFORMS INC 0.4%
Value $3.54M Shares 10,000 Est. Cost $233.79 Unrealized +38.3%
IEMG ISHARES INC 0.4%
Value $3.373M Shares 66,694 Est. Cost $52.55 Unrealized
URTH ISHARES INC 0.4%
Value $3.299M Shares 24,800 Est. Cost $103.46 Unrealized
CLH CLEAN HARBORS INC 0.4%
Value $3.215M Shares 18,424 Est. Cost $94.16 Unrealized +74.3%
CI THE CIGNA GROUP 0.4%
Value $3.054M Shares 10,200 Est. Cost $261.78 Unrealized +7.3%
CVS CVS HEALTH CORP 0.4%
Value $3.024M Shares 38,300 Est. Cost $71.52 Unrealized -8.6%
QCOM QUALCOMM INC 0.4%
Value $2.893M Shares 20,000 Est. Cost $88.41 Unrealized +33.8%
FCX FREEPORT-MCMORAN INC 0.4%
Value $2.835M Shares 66,600 Est. Cost $33.57 Unrealized +7.0%
CNQ CANADIAN NAT RES LTD 0.3%
Value $2.765M Shares 42,200 Est. Cost $25.15 Unrealized +18.6%
AMGN AMGEN INC 0.3%
Value $2.736M Shares 9,500 Est. Cost $244.75 Unrealized +4.2%
ISRG INTUITIVE SURGICAL INC 0.3%
Value $2.699M Shares 8,000 Est. Cost $300.21 Unrealized -0.7%
BVN COMPANIA DE MINAS BUENAVENTU 0.3%
Value $2.697M Shares 176,942 Est. Cost $8.39 Unrealized
MRNA MODERNA INC 0.3%
Value $2.685M Shares 27,000 Est. Cost $143.43 Unrealized -41.4%
BTG B2GOLD CORP 0.3%
Value $2.653M Shares 839,000 Est. Cost $3.19 Unrealized -8.9%
EOG EOG RES INC 0.3%
Value $2.625M Shares 21,700 Est. Cost $105.75 Unrealized +9.3%
V VISA INC 0.3%
Value $2.603M Shares 10,000 Est. Cost $242.67 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.3%
Value $2.461M Shares 50,000 Est. Cost $48.27 Unrealized -5.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $2.389M Shares 4,500 Est. Cost $496.01 Unrealized -3.1%
HMY HARMONY GOLD MINING CO LTD 0.3%
Value $2.243M Shares 364,700 Est. Cost $2.84 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $2.133M Shares 5,000 Est. Cost $397.11 Unrealized 0.0%
PIONEER NAT RES CO 0.3%
Value $2.125M Shares 9,450 Est. Cost $245.45 Unrealized
ABBV ABBVIE INC 0.3%
Value $2.092M Shares 13,500 Est. Cost $98.06 Unrealized +38.4%
HL HECLA MNG CO 0.3%
Value $2.061M Shares 428,500 Est. Cost $5.62 Unrealized -22.3%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $2.034M Shares 5,000 Est. Cost $369.42 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.3%
Value $2.005M Shares 3,000 Est. Cost $101.64 Unrealized 0.0%
CTVA CORTEVA INC 0.2%
Value $1.998M Shares 41,698 Est. Cost $53.40 Unrealized -12.8%
NFLX NETFLIX INC 0.2%
Value $1.948M Shares 4,000 Est. Cost $33.45 Unrealized +30.5%
RSG REPUBLIC SVCS INC 0.2%
Value $1.937M Shares 11,747 Est. Cost $104.27 Unrealized +45.1%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $1.889M Shares 110,000 Est. Cost $17.81 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value $1.871M Shares 17,000 Est. Cost $113.09 Unrealized -15.0%
CCL CARNIVAL CORP 0.2%
Value $1.854M Shares 100,000 Est. Cost $22.97 Unrealized -36.8%
SSRM SSR MINING IN 0.2%
Value $1.804M Shares 168,128 Est. Cost $16.76 Unrealized -27.5%
SU SUNCOR ENERGY INC NEW 0.2%
Value $1.804M Shares 56,300 Est. Cost $19.23 Unrealized +57.8%
OXY OCCIDENTAL PETE CORP 0.2%
Value $1.782M Shares 29,850 Est. Cost $61.11 Unrealized -4.1%
NUE NUCOR CORP 0.2%
Value $1.778M Shares 10,214 Est. Cost $121.47 Unrealized +26.2%
OSISKO GOLD ROYALTIES LTD 0.2%
Value $1.753M Shares 122,800 Est. Cost $15.63 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $1.745M Shares 34,000 Est. Cost $50.71 Unrealized -7.3%
XYL XYLEM INC 0.2%
Value $1.717M Shares 15,010 Est. Cost $106.84 Unrealized -8.9%
WCN WASTE CONNECTIONS INC 0.2%
Value $1.71M Shares 11,448 Est. Cost $117.37 Unrealized +15.6%
MU MICRON TECHNOLOGY INC 0.2%
Value $1.707M Shares 20,000 Est. Cost $72.82 Unrealized +1.1%
DHR DANAHER CORPORATION 0.2%
Value $1.689M Shares 7,300 Est. Cost $253.96 Unrealized -17.2%
EQX EQUINOX GOLD CORP 0.2%
Value $1.686M Shares 346,887 Est. Cost $9.67 Unrealized -51.0%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value $1.668M Shares 23,100 Est. Cost $72.16 Unrealized -6.1%
HESS CORP 0.2%
Value $1.599M Shares 11,095 Est. Cost $112.40 Unrealized
CRM SALESFORCE INC 0.2%
Value $1.579M Shares 6,000 Est. Cost $217.07 Unrealized +3.0%
WDS WOODSIDE ENERGY GROUP LTD 0.2%
Value $1.561M Shares 74,000 Est. Cost $21.09 Unrealized
EGO ELDORADO GOLD CORP NEW 0.2%
Value $1.441M Shares 111,000 Est. Cost $9.31 Unrealized +20.8%
SILVERCREST METALS INC 0.2%
Value $1.424M Shares 217,166 Est. Cost $7.89 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value $1.415M Shares 3,000 Est. Cost $425.99 Unrealized +4.8%
TOL TOLL BROTHERS INC 0.2%
Value $1.336M Shares 13,000 Est. Cost $83.33 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value $1.263M Shares 25,000 Est. Cost $50.28 Unrealized -4.6%
CPRI CAPRI HOLDINGS LIMITED 0.2%
Value $1.256M Shares 25,000 Est. Cost $54.27 Unrealized -8.1%
NTR NUTRIEN LTD 0.2%
Value $1.217M Shares 21,600 Est. Cost $77.02 Unrealized -31.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value $1.191M Shares 9,022 Est. Cost $149.49 Unrealized -19.7%
RL RALPH LAUREN CORP 0.1%
Value $1.154M Shares 8,000 Est. Cost $104.41 Unrealized +14.6%
WM WASTE MGMT INC DEL 0.1%
Value $1.148M Shares 6,412 Est. Cost $131.97 Unrealized +23.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $1.144M Shares 15,000 Est. Cost $93.42 Unrealized -25.5%
DVN DEVON ENERGY CORP NEW 0.1%
Value $1.131M Shares 24,961 Est. Cost $52.95 Unrealized -19.9%
SGI TEMPUR SEALY INTL INC 0.1%
Value $1.121M Shares 22,000 Est. Cost $35.58 Unrealized +19.2%
NXE NEXGEN ENERGY LTD 0.1%
Value $1.119M Shares 160,000 Est. Cost $4.97 Unrealized +25.4%
BDX BECTON DICKINSON & CO 0.1%
Value $1.097M Shares 4,500 Est. Cost $227.82 Unrealized +3.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value $1.086M Shares 7,000 Est. Cost $115.34 Unrealized +25.1%
SANDSTORM GOLD LTD 0.1%
Value $1.058M Shares 210,400 Est. Cost $5.80 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $1.048M Shares 3,500 Est. Cost $257.34 Unrealized +6.8%
WSM WILLIAMS SONOMA INC 0.1%
Value $1.009M Shares 5,000 Est. Cost $83.80 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.1%
Value $1.002M Shares 11,000 Est. Cost $113.07 Unrealized -23.3%
ZTS ZOETIS INC 0.1%
Value $987K Shares 5,000 Est. Cost $191.16 Unrealized -9.6%
PVH PVH CORPORATION 0.1%
Value $977K Shares 8,000 Est. Cost $74.91 Unrealized +19.1%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value $938K Shares 40,000 Est. Cost $18.80 Unrealized 0.0%
FORTUNA SILVER MINES INC 0.1%
Value $902K Shares 234,377 Est. Cost $3.85 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value $902K Shares 45,000 Est. Cost $16.04 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.1%
Value $876K Shares 20,724 Est. Cost $19.82 Unrealized +93.8%
CGAU CENTERRA GOLD INC 0.1%
Value $866K Shares 145,000 Est. Cost $6.27 Unrealized -17.0%
CVE CENOVUS ENERGY INC 0.1%
Value $833K Shares 50,000 Est. Cost $16.27 Unrealized +6.0%
TPR TAPESTRY INC 0.1%
Value $810K Shares 22,000 Est. Cost $37.67 Unrealized -22.5%
AG FIRST MAJESTIC SILVER CORP 0.1%
Value $807K Shares 131,500 Est. Cost $11.25 Unrealized -51.3%
CTRA COTERRA ENERGY INC 0.1%
Value $740K Shares 29,000 Est. Cost $24.72 Unrealized +0.9%
MARATHON OIL CORP 0.1%
Value $725K Shares 30,000 Est. Cost $22.58 Unrealized
DRD DRDGOLD LIMITED 0.1%
Value $722K Shares 90,814 Est. Cost $9.46 Unrealized
PII POLARIS INC 0.1%
Value $711K Shares 7,500 Est. Cost $91.60 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $694K Shares 12,000 Est. Cost $52.76 Unrealized +1.2%
HUM HUMANA INC 0.1%
Value $687K Shares 1,500 Est. Cost $479.79 Unrealized -0.0%
RS RELIANCE INC 0.1%
Value $671K Shares 2,400 Est. Cost $265.53 Unrealized 0.0%
INCY INCYTE CORP 0.1%
Value $659K Shares 10,500 Est. Cost $70.91 Unrealized -20.2%
CDE COEUR MNG INC 0.1%
Value $652K Shares 200,000 Est. Cost $2.73 Unrealized 0.0%
BAX BAXTER INTL INC 0.1%
Value $619K Shares 16,000 Est. Cost $56.98 Unrealized -41.0%
STLD STEEL DYNAMICS INC 0.1%
Value $591K Shares 5,000 Est. Cost $107.90 Unrealized 0.0%
CF CF INDS HLDGS INC 0.1%
Value $588K Shares 7,400 Est. Cost $75.56 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value $579K Shares 6,000 Est. Cost $94.11 Unrealized -6.0%
BIIB BIOGEN INC 0.1%
Value $518K Shares 2,000 Est. Cost $271.16 Unrealized -9.4%
MOS MOSAIC CO NEW 0.1%
Value $511K Shares 14,300 Est. Cost $45.45 Unrealized -27.2%
DXCM DEXCOM INC 0.1%
Value $496K Shares 4,000 Est. Cost $111.10 Unrealized -8.0%
DAR DARLING INGREDIENTS INC 0.1%
Value $424K Shares 8,500 Est. Cost $45.39 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value $405K Shares 5,000 Est. Cost $71.60 Unrealized +0.8%
IDXX IDEXX LABS INC 0.0%
Value $389K Shares 700 Est. Cost $453.22 Unrealized +3.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value $348K Shares 2,500 Est. Cost $129.33 Unrealized -9.4%
FMC FMC CORP 0.0%
Value $347K Shares 5,500 Est. Cost $52.47 Unrealized 0.0%
MAG SILVER CORP 0.0%
Value $270K Shares 25,918 Est. Cost $12.97 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $263K Shares 300 Est. Cost $727.34 Unrealized +12.6%
AA ALCOA CORP 0.0%
Value $238K Shares 7,000 Est. Cost $44.87 Unrealized -41.2%
GOOS CANADA GOOSE HLDGS INC 0.0%
Value $238K Shares 20,000 Est. Cost $18.71 Unrealized -36.8%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value $215K Shares 15,000 Est. Cost $18.96 Unrealized -32.3%
ILMN ILLUMINA INC 0.0%
Value $209K Shares 1,500 Est. Cost $293.06 Unrealized -60.6%