Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
SEC Form 13F institutional filer · CIK 0002053628
13F-HR · 9 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
100.0%
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. — $249M AUM allocation strategy
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. files SEC Form 13F and reports $249M of long US equity value across 9 reported holdings for 2026-03-31.
Its largest sector bet is Materials 32.0%, followed by Consumer Discretionary 25.7% and Communication Services 24.4%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$249M
total across 9 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Broadline Retail25.7%—
- Copper21.8%—
- Interactive Media & Services20.2%—
- Fertilizers & Agricultural Chemicals10.2%—
- Diversified Banks8.6%—
- Electrical Components & Equipment5.3%—
- Movies & Entertainment4.3%—
- Air Freight & Logistics3.3%—
- Other holdings0.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 306K | $63.8M | +0 | 25.7% |
| $FCX | Freeport-McMoRan Inc | 921K | $54.2M | -458K | 21.8% |
| $GOOGL | Alphabet Inc | 174K | $50.1M | +0 | 20.2% |
| $CF | CF Industries Holdings Inc | 195K | $25.4M | -191K | 10.2% |
| $WFC | Wells Fargo & Company | 270K | $21.5M | +0 | 8.6% |
| $EMR | Emerson Electric Company | 100K | $13.1M | +0 | 5.3% |
| $DIS | Walt Disney Company | 110K | $10.6M | +0 | 4.3% |
| $UPS | United Parcel Service Inc | 84.6K | $8.32M | +0 | 3.3% |
| $PYPL | PayPal Holdings Inc | 36.1K | $1.63M | +0 | 0.7% |
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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