PKO Investment Management Joint-Stock Co
SEC Form 13F institutional filer · CIK 0002059321
13F-HR · 151 reported holdings · 2026-03-31
PKO Investment Management Joint-Stock Co is a Polish asset manager.
Reported long-US-equity value
$0.92B
Top-10 concentration
49.4%
PKO Investment Management Joint-Stock Co — $917M AUM allocation strategy
PKO Investment Management Joint-Stock Co files SEC Form 13F and reports $917M of long US equity value across 151 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.0%, followed by Communication Services 8.5% and Consumer Discretionary 6.3%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. 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 Investment Management Joint-Stock Co — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$917M
total across 151 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WMT +123K sh · +$15.5M+$INTC +45K sh · +$2.85M+$NEM +44.2K sh · +$7.2M
Biggest trims (shares)
−$MDLZ −65.1K sh · −$3.37M−$NVDA −50K sh · −$13.3M−$NFLX −50K sh · −$4.35M
Exited to nil (held last quarter, gone now)
$CRM ($1.85M last qtr)$PM ($1.84M last qtr)$CL ($1.8M last qtr)$MO ($1.78M last qtr)$EXC ($1.74M last qtr)
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)
- Semiconductors11.0%—
- Interactive Media & Services7.0%—
- Technology Hardware, Storage & Peripherals4.8%—
- Systems Software4.0%—
- Gold3.9%—
- Broadline Retail3.3%—
- Consumer Staples Merchandise Retail3.2%—
- Integrated Oil & Gas3.0%—
- Other holdings59.7%—
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
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 325K | $56.7M | -50K | 6.2% |
| $AAPL | Apple Inc | 175K | $44.4M | -11K | 4.8% |
| $MSFT | Microsoft Corporation | 99K | $36.6M | -13K | 4.0% |
| $NEM | Newmont Corporation | 332K | $36M | +44.2K | 3.9% |
| $AMZN | Amazon.com Inc | 146K | $30.4M | -24K | 3.3% |
| $TSLA | Tesla Inc | 72.3K | $26.9M | +13.5K | 2.9% |
| $META | Meta Platforms Inc | 41K | $23.5M | +1K | 2.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 76K | $21.9M | -2K | 2.4% |
…and 143 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.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.