PKO BP BANKOWY Universal Pension Society JSC
SEC Form 13F institutional filer · CIK 0002055875
13F-HR · 11 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
99.5%
PKO BP BANKOWY Universal Pension Society JSC — $183M AUM allocation strategy
PKO BP BANKOWY Universal Pension Society JSC files SEC Form 13F and reports $183M of long US equity value across 11 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 44.4%, followed by Materials 20.4% and Industrials 15.4%.
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.
PKO BP BANKOWY Universal Pension Society JSC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$183M
total across 11 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
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)
- Semiconductors32.6%—
- Copper16.9%—
- Passenger Ground Transportation15.4%—
- Broadline Retail10.4%—
- Technology Hardware, Storage & Peripherals8.7%—
- Oil & Gas Exploration & Production7.1%—
- Application Software3.1%—
- Gold3.0%—
- Other holdings2.8%—
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
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MU | Micron Technology Inc | 177K | $59.7M | -38K | 32.6% |
| $FCX | Freeport-McMoRan Inc | 528K | $31M | +0 | 16.9% |
| $UBER | Uber Technologies Inc | 392K | $28.2M | +27K | 15.4% |
| $AMZN | Amazon.com Inc | 91.3K | $19M | +0 | 10.4% |
| $DELL | Dell Technologies Inc | 97.6K | $16M | +0 | 8.7% |
| $DVN | Devon Energy Corporation | 177K | $8.93M | +0 | 4.9% |
| $CRM | Salesforce Inc | 30K | $5.6M | — | 3.1% |
| $NEM | Newmont Corporation | 50K | $5.41M | +0 | 3.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15K | $4.31M | +0 | 2.4% |
| $COP | ConocoPhillips | 31K | $4.09M | +0 | 2.2% |
…and 1 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
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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