Arkolith/Funds/Generali Powszechne Towarzystwo Emerytalne

Generali Powszechne Towarzystwo Emerytalne

CIK 2042955Pension / sovereign
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Generali Powszechne Towarzystwo Emerytalne holds a focused book of 25 reported positions worth $631.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Oracle Corp and trimmed Advanced Micro Devices. Their largest long position is Freeport-McMoran Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +56% (+31.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Generali Powszechne Towarzystwo Emerytalne is a pension or sovereign fund: this book is a long-horizon allocation, often run by external managers.

Opened
2
bought for the first time
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
6
already held, bought more
+3 more · largest first
Trimmed
1
sold some, still holds it
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+56.1%
+31.9%/yr · since Feb '25
Their reported book
+105.0%
held from quarter-end
S&P 500
+28.3%
same window
$8K$10K$12K$14K$16KFeb '25Jun '25Sep '25Jan '26May '26Sep '26
Generali Powszechne Towarzystwo Emerytalne (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +105.0%, a 49.0-point gap that is the cost of the ~22-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Generali Powszechne Towarzystwo Emerytalne's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
69%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Information Technology
53%
Industrials
12%
Consumer Discretionary
10%
Materials
9%
Health Care
9%
Financials
7%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Generali Powszechne Towarzystwo Emerytalne

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.3 / 25$4.4B
Palidye Holdings (Caymans) Ltd4 / 25$536.7M
Hoey Investments, Inc17 / 25$515.3M
Voyager Global Management LP4 / 25$2.4B
Summa Corp.8 / 25$200.6M
Skye Global Management LP5 / 25$3.1B
Altarock Partners LP3 / 25$2.5B
Ghe, LLC3 / 25$154.3M

Ranked by the share of each fund's own book sitting in the names it shares with Generali Powszechne Towarzystwo Emerytalne: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

25 positions
#SecurityValueShares% PortLast moveHistory
1Freeport McMoran Inc
CL B
$56.1M892.2K
8.9%
Held
2Amazon Com Inc
COM
$55.0M230.6K
8.7%
+41%
Added · +68K sh
3Nvidia Corporation
COM
$54.0M270.0K
8.6%
+59%
Added · +100K sh
4Microsoft Corp
COM
$50.7M135.9K
8.0%
+23%
Added · +25K sh
5Snowflake Inc
COM SHS
$48.4M190.0K
7.7%
+45%
Added · +59K sh
6Advanced Micro Devices Inc
COM
$46.5M80.0K
7.4%
−43%
Reduced · −60K sh
7Unitedhealth Group Inc
COM
$37.6M90.3K
6.0%
Held
8Wesco Intl Inc
COM
$28.6M82.7K
4.5%
Held
9Meta Platforms Inc
CL A
$28.2M50.0K
4.5%
Held
10Servicenow Inc
COM
$27.9M281.3K
4.4%
+55%
Added · +100K sh
11Mercadolibre Inc
COM
$25.6M15.1K
4.1%
Held
12Take-Two Interactive Softwar
COM
$25.1M100.3K
4.0%
Held
13Salesforce Inc
COM
$22.8M145.8K
3.6%
+26%
Added · +30K sh
14Visa Inc
COM CL A
$22.3M65.1K
3.5%
Held
15Sentinelone Inc
CL A
$18.0M1.06M
2.9%
Held
16Danaher Corp Del
COM
$17.3M91.0K
2.7%
Held
17Boeing Co
COM
$15.2M70.0K
2.4%
Held
18Oracle Corp
COM
$14.7M100.0K
2.3%
New
New position
19Citigroup Inc
COM NEW
$9.1M64.9K
1.4%
Held
20American Express Co
COM
$6.8M20.1K
1.1%
Held
21Travelers Companies Inc
COM
$6.6M20.1K
1.1%
Held
22McDonalds Corp
COM
$5.4M20.1K
0.9%
Held
23Archer Aviation Inc
COM CL A
$4.7M1.00M
0.7%
Held
24Honeywell Intl Inc
COM
$2.3M10.1K
0.4%
New
New position
25Honeywell Aerospace Inc
COM
$2.2M10.1K
0.4%
Listed
Newly reportable
Showing all 25 positions
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Filing history

As-of date vs the date the SEC received each filing

$631.1M · Q2 2026Q4 2021 · $104.8MQ2 2026 · $631.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202622d25$631.1M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d28$565.6M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d30$584.6M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202528d27$516.0M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d29$484.3M13F-HR
Q1 2025Mar 31, 2025May 9, 202539d28$316.3M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d26$298.0M13F-HR/A
Q4 2021Dec 31, 2021Feb 5, 20251132d28$104.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.