Long-term investor
Erste Towarzystwo Funduszy Inwestycyjnych S.a. @erstetowarzystwofunduszy
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002156072).
Record
- Tracked since 2026-03-31 (212 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 16.8% · long · since 2026-03-31
- NVDA · 11.8% · long · since 2026-03-31
- AVGO · 11.3% · long · since 2026-03-31
- AMZN · 10.5% · long · since 2026-03-31
- AMD · 7.2% · long · since 2026-03-31
- META · 6.4% · long · since 2026-03-31
- 02079K107 · 6.0% · long · since 2026-03-31
- 01609W102 · 4.1% · long · since 2026-03-31
- TSM · 2.9% · long · since 2026-03-31
- MELI · 2.3% · long · since 2026-03-31
- NFLX · 2.2% · long · since 2026-03-31
- NOW · 2.2% · long · since 2026-06-30