PKO INVESTMENT MANAGEMENT JOINT-STOCK CO
Q3 2026 Form 13-F
WARSAW
CIK 0002059321
· Institutional investment manager
$1.5B Reported Value Total
Reported value
$1.5B
Quarter over quarter
+3.6%
Holdings
229
Top-10 concentration
38.3%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Malgorzata Serafin
Director of the Funds and Portfolios Accounting Department
Filing Navigation
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 19, 2026 |
| Form | 13F-HR |
| Reported value | $1.5B |
| Positions | 229 |
| Change in reported value | +6.1% |
| New positions | 13 |
| Exited positions | 12 |
| Position turnover | 10.4% |
| Top-10 concentration | 38.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 19, 2026
|
229 | $1.5B |
|
Q2 2026 13F
Filed Jul 20, 2026
|
228 | $1.4B |
|
Q1 2026 13F
Filed Apr 17, 2026
|
220 | $1.2B |
|
Q4 2025 13F
Filed Feb 2, 2026
|
218 | $1.3B |
|
Q3 2025 13F
Filed Oct 27, 2025
|
202 | $1.2B |
|
Q2 2025 13F
Filed Jul 31, 2025
|
175 | $930.8M |
|
Q1 2025 13F
Filed Apr 18, 2025
|
174 | $881.7M |
|
Q4 2024 13F
Filed Mar 13, 2025
|
156 | $803.5M |
|
Q3 2024 13F
Filed Mar 13, 2025
|
156 | $810.8M |
|
Q2 2024 13F
Filed Mar 13, 2025
|
164 | $809.5M |
|
Q1 2024 13F
Filed Mar 13, 2025
|
159 | $840.6M |
|
Q4 2023 13F
Filed Mar 13, 2025
|
143 | $799.9M |
|
Q3 2023 13F
Filed Mar 13, 2025
|
134 | $737.9M |
|
Q2 2023 13F
Filed Mar 13, 2025
|
143 | $816.1M |
|
Q1 2023 13F
Filed Mar 13, 2025
|
142 | $758.1M |
|
Q4 2022 13F
Filed Mar 13, 2025
|
135 | $687.2M |
|
Q3 2022 13F
Filed Mar 13, 2025
|
134 | $589.7M |
|
Q2 2022 13F
Filed Mar 13, 2025
|
126 | $694.7M |
|
Q1 2022 13F
Filed Mar 13, 2025
|
117 | $827.9M |
|
Q4 2021 13F
Filed Mar 13, 2025
|
105 | $886.6M |
32 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $168.1M | 11.51% |
| 2 | NVDA NVIDIA CORPORATION | $78.1M | 5.35% |
| 3 | AAPL APPLE INC | $51.3M | 3.51% |
| 4 | MU MICRON TECHNOLOGY INC | $42.8M | 2.93% |
| 5 | MSFT MICROSOFT CORP | $42.1M | 2.88% |
| 6 | NEM NEWMONT CORP | $36.9M | 2.53% |
| 7 | AEM AGNICO EAGLE MINES LTD | $35.9M | 2.46% |
| 8 | VOO VANGUARD INDEX FDS | $35.0M | 2.4% |
| 9 | AMD ADVANCED MICRO DEVICES INC | $35.0M | 2.4% |
| 10 | AMZN AMAZON COM INC | $34.4M | 2.35% |
| 11 | META META PLATFORMS INC | $28.3M | 1.94% |
| 12 | TSLA TESLA INC | $27.4M | 1.87% |
| 13 | B BARRICK MNG CORP | $26.1M | 1.79% |
| 14 | GOOGL ALPHABET INC | $24.4M | 1.67% |
| 15 | GOOG ALPHABET INC | $22.1M | 1.52% |
| 16 | AVGO BROADCOM INC | $21.1M | 1.44% |
| 17 | SPCX SPACEX | $19.6M | 1.34% |
| 18 | WPM WHEATON PRECIOUS METALS CORP | $19.1M | 1.31% |
| 19 | INTC INTEL CORP | $18.5M | 1.27% |
| 20 | FNV FRANCO NEV CORP | $16.8M | 1.15% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.