Generali Investments Towarzystwo Funduszy Inwestycyjnych

data from 30/09/2025

Capitalization

$ 188.670 M -1.55 %

Average holding period

10 ans

Performance

$ 64.964 M 48.98 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Generali Investments Towarzystwo Funduszy Inwestycyjnych

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.05% 9.530 M $ 18400 2022/03/31 451.880 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 4.70% 8.863 M $ 47500 2022/03/31 1.601 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 4.19% 7.901 M $ 32500 2022/03/31 3.029 M $ 37.94 %
2025/09/30 ADI ANALOG DEVICES INC 3.62% 6.833 M $ 27811 2022/03/31 232.788 K $ 3.23 %
2025/09/30 ADBE ADOBE INC 3.27% 6.179 M $ 17516 2022/03/31 -498.844 K $ -8.82 %
2025/09/30 AAPL APPLE INC 2.81% 5.301 M $ 20820 2022/03/31 950.621 K $ 24.11 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 2.76% 5.215 M $ 32232 2022/03/31 804.192 K $ 14.02 %
2025/09/30 AMZN AMAZON COM INC 2.64% 4.984 M $ 22700 2022/03/31 4.356 K $ 0.08 %
2025/09/30 NOW SERVICENOW INC 2.54% 4.785 M $ 5200 2022/12/31 -517.439 K $ -10.49 %
2025/09/30 AMAT APPLIED MATLS INC 2.53% 4.781 M $ 23350 2022/03/31 577.505 K $ 11.84 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 2.29% 4.330 M $ 51500 2022/06/30 366.849 K $ 8.62 %
2025/09/30 HUBS HUBSPOT INC 2.23% 4.210 M $ 9000 2022/03/31 -666.224 K $ -15.96 %
2025/09/30 TSLA TESLA INC 2.17% 4.091 M $ 9200 2022/03/31 1.410 M $ 40.00 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 2.00% 3.776 M $ 7700 2022/03/31 -149.547 K $ -3.72 %
2025/09/30 SNOW SNOWFLAKE INC 1.97% 3.722 M $ 16500 2024/03/31 37.380 K $ 0.80 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.90% 3.584 M $ 17600 2022/03/31 -18.563 K $ -0.50 %
2025/09/30 DDOG DATADOG INC 1.84% 3.475 M $ 24400 2022/03/31 258.239 K $ 6.01 %
2025/09/30 META META PLATFORMS INC 1.57% 2.960 M $ 4030 2022/03/31 -15.025 K $ -0.50 %
2025/09/30 TXN TEXAS INSTRS INC 1.56% 2.940 M $ 16000 2024/12/31 -310.570 K $ -11.51 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 1.55% 2.916 M $ 45400 2022/03/31 -279.210 K $ -8.74 %
2025/09/30 MU MICRON TECHNOLOGY INC 1.51% 2.844 M $ 17000 2022/03/31 1.252 M $ 35.76 %
2025/09/30 MDB MONGODB INC 1.43% 2.700 M $ 8700 2022/03/31 1.004 M $ 47.81 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 1.37% 2.594 M $ 5800 2022/03/31 -365.483 K $ -17.70 %
2025/09/30 MNDY MONDAY COM LTD 1.33% 2.518 M $ 13000 2025/06/30 -845.530 K $ -38.41 %
2025/09/30 BAC BANK AMERICA CORP 1.07% 2.012 M $ 39000 2022/03/31 183.610 K $ 9.02 %
2025/09/30 RTX RTX CORPORATION 1.04% 1.958 M $ 11700 2022/03/31 249.327 K $ 14.59 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 0.98% 1.856 M $ 27571 2022/03/31 128.756 K $ 7.46 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.97% 1.832 M $ 2300 2022/06/30 225.930 K $ 12.52 %
2025/09/30 NET CLOUDFLARE INC 0.97% 1.824 M $ 8500 2022/12/31 309.539 K $ 9.58 %
2025/09/30 PI IMPINJ INC 0.96% 1.808 M $ 10000 2025/03/31 940.680 K $ 62.74 %
2025/09/30 FIVN FIVE9 INC 0.95% 1.791 M $ 74000 2024/09/30 -155.040 K $ -8.61 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.93% 1.757 M $ 5570 2022/03/31 149.291 K $ 8.80 %
2025/09/30 C CITIGROUP INC 0.91% 1.726 M $ 17000 2022/03/31 311.219 K $ 19.24 %
2025/09/30 MA MASTERCARD INCORPORATED 0.90% 1.706 M $ 3000 2022/03/31 30.914 K $ 1.22 %
2025/09/30 TECH BIO-TECHNE CORP 0.83% 1.558 M $ 28000 2023/03/31 117.039 K $ 8.12 %
2025/09/30 BILL BILL HOLDINGS INC 0.81% 1.536 M $ 29000 2024/09/30 214.720 K $ 14.51 %
2025/09/30 EXAS EXACT SCIENCES CORP 0.81% 1.532 M $ 28000 2024/03/31 43.960 K $ 2.95 %
2025/09/30 NKE NIKE INC 0.79% 1.496 M $ 21460 2022/03/31 -28.374 K $ -1.84 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.79% 1.495 M $ 4500 2023/03/31 65.900 K $ 4.13 %
2025/09/30 CBRE CBRE GROUP INC 0.79% 1.481 M $ 9400 2022/12/31 165.679 K $ 12.45 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM 0.78% 1.473 M $ 5700 2022/03/31 95.386 K $ 6.39 %
2025/09/30 LLY ELI LILLY & CO 0.78% 1.465 M $ 1920 2024/12/31 -30.084 K $ -2.12 %
2025/09/30 DIS DISNEY WALT CO 0.76% 1.443 M $ 12600 2022/03/31 -115.071 K $ -7.67 %
2025/09/30 TOST TOAST INC 0.75% 1.424 M $ 39000 2023/09/30 -303.420 K $ -17.57 %
2025/09/30 NTLA INTELLIA THERAPEUTICS INC 0.73% 1.382 M $ 80000 2023/03/31 788.999 K $ 84.12 %
2025/09/30 HON HONEYWELL INTL INC 0.73% 1.368 M $ 6500 2022/03/31 -134.279 K $ -9.61 %
2025/09/30 PFE PFIZER INC 0.72% 1.350 M $ 53000 2023/03/31 63.240 K $ 5.12 %
2025/09/30 DE DEERE & CO 0.72% 1.349 M $ 2950 2022/06/30 -140.882 K $ -10.07 %
2025/09/30 KO COCA COLA CO 0.70% 1.326 M $ 20000 2022/03/31 -84.170 K $ -6.26 %
2025/09/30 MRK MERCK & CO INC 0.66% 1.242 M $ 14800 2022/03/31 67.734 K $ 6.03 %
2025/09/30 BEAM BEAM THERAPEUTICS INC 0.66% 1.238 M $ 51000 2024/06/30 370.259 K $ 42.68 %
2025/09/30 CRSP CRISPR THERAPEUTICS AG 0.62% 1.167 M $ 18000 2023/03/31 339.570 K $ 33.24 %
2025/09/30 CF CF INDS HLDGS INC 0.62% 1.166 M $ 13000 2022/12/31 -29.209 K $ -2.50 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.61% 1.159 M $ 4700 2024/06/30 -245.762 K $ -17.49 %
2025/09/30 CRM SALESFORCE INC 0.58% 1.102 M $ 4650 2022/03/31 -165.958 K $ -13.09 %
2025/09/30 CI THE CIGNA GROUP 0.57% 1.081 M $ 3750 2023/03/31 -122.756 K $ -12.80 %
2025/09/30 DHR DANAHER CORPORATION 0.53% 991.300 K $ 5000 2022/12/31 3.239 K $ 0.36 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.52% 976.300 K $ 10000 2022/03/31 -107.580 K $ -9.11 %
2025/09/30 STT STATE STR CORP 0.50% 951.282 K $ 8200 2023/03/31 79.294 K $ 9.09 %
2025/09/30 PRCT PROCEPT BIOROBOTICS CORP 0.49% 927.940 K $ 26000 2025/03/31 -416.290 K $ -38.04 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.47% 881.775 K $ 22500 2022/03/31 -347.680 K $ -30.20 %
2025/09/30 KHC KRAFT HEINZ CO 0.47% 880.152 K $ 33800 2023/03/31 7.435 K $ 0.85 %
2025/09/30 NFLX NETFLIX INC 0.46% 875.212 K $ 730 2022/03/31 -102.353 K $ -10.47 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.46% 859.950 K $ 18200 2023/03/31 95.368 K $ 12.47 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.44% 822.444 K $ 2100 2024/12/31 -64.272 K $ -12.03 %
2025/09/30 CSCO CISCO SYS INC 0.44% 821.040 K $ 12000 2022/03/31 -11.519 K $ -1.38 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 0.42% 787.178 K $ 1400 2022/03/31 52.177 K $ 7.10 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.41% 778.764 K $ 4200 2022/03/31 158.449 K $ 21.39 %
2025/09/30 AMGN AMGEN INC 0.40% 761.940 K $ 2700 2022/03/31 7.475 K $ 1.07 %
2025/09/30 SBUX STARBUCKS CORP 0.40% 761.400 K $ 9000 2022/03/31 -63.270 K $ -7.67 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.39% 737.660 K $ 11000 2022/03/31 -79.859 K $ -9.77 %
2025/09/30 INTC INTEL CORP 0.38% 711.260 K $ 21200 2022/03/31 236.379 K $ 49.78 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.37% 692.445 K $ 6700 2022/03/31 -73.901 K $ -9.64 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.36% 674.111 K $ 6650 2024/12/31 -11.304 K $ -1.65 %
2025/09/30 GM GENERAL MTRS CO 0.34% 640.185 K $ 10500 2023/03/31 123.479 K $ 23.90 %
2025/09/30 GPN GLOBAL PMTS INC 0.33% 614.792 K $ 7400 2022/03/31 21.887 K $ 3.80 %
2025/09/30 CIEN CIENA CORP 0.31% 582.680 K $ 4000 2022/03/31 514.719 K $ 79.11 %
2025/09/30 FI FISERV INC 0.28% 528.613 K $ 4100 2023/03/31 -178.267 K $ -25.22 %
2025/09/30 MDT MEDTRONIC PLC 0.25% 476.200 K $ 5000 2022/03/31 40.349 K $ 9.26 %
2025/09/30 T AT&T INC 0.24% 451.840 K $ 16000 2023/03/31 -11.900 K $ -2.42 %
2025/09/30 WFC WELLS FARGO CO NEW 0.21% 402.336 K $ 4800 2023/03/31 17.759 K $ 4.62 %
2025/09/30 F FORD MTR CO 0.20% 382.720 K $ 32000 2023/03/31 35.520 K $ 10.23 %
2025/09/30 FDX FEDEX CORP 0.19% 353.715 K $ 1500 2022/03/31 11.050 K $ 3.74 %
2025/09/30 VLO VALERO ENERGY CORP 0.17% 323.494 K $ 1900 2023/06/30 64.512 K $ 26.66 %
2025/09/30 SHOP SHOPIFY INC 0.17% 312.081 K $ 2100 2022/03/31 93.128 K $ 28.83 %
2025/09/30 DHI D R HORTON INC 0.16% 305.046 K $ 1800 2023/03/31 81.100 K $ 31.45 %
2025/09/30 KR KROGER CO 0.16% 303.345 K $ 4500 2023/03/31 -15.552 K $ -6.02 %
2025/09/30 CVS CVS HEALTH CORP 0.16% 301.560 K $ 4000 2023/03/31 25.639 K $ 9.29 %
2025/09/30 CTRA COTERRA ENERGY INC 0.16% 295.625 K $ 12500 2023/03/31 -17.300 K $ -6.82 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY COM 0.15% 290.808 K $ 900 2023/03/31 -46.087 K $ -16.93 %
2025/09/30 MELI MERCADOLIBRE INC 0.15% 280.433 K $ 120 2024/12/31 -26.285 K $ -10.59 %
2025/09/30 EOG EOG RES INC 0.13% 252.270 K $ 2250 2023/03/31 -11.234 K $ -6.26 %
2025/09/30 COIN COINBASE GLOBAL INC 0.13% 251.430 K $ 745 2024/12/31 -10.400 K $ -3.71 %
2025/09/30 PCAR PACCAR INC 0.13% 245.800 K $ 2500 2023/03/31 7.171 K $ 3.43 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.13% 240.026 K $ 2450 2024/12/31 11.908 K $ 5.01 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.13% 239.030 K $ 5300 2023/03/31 -5.473 K $ -2.57 %
2025/09/30 ETSY ETSY INC 0.13% 239.004 K $ 3600 2024/12/31 63.297 K $ 32.36 %
2025/09/30 URI UNITED RENTALS INC 0.13% 238.665 K $ 250 2023/03/31 58.365 K $ 26.71 %
2025/09/30 ABBV ABBVIE INC 0.13% 236.171 K $ 1020 2023/03/31 46.838 K $ 24.74 %
2025/09/30 QCOM QUALCOMM INC 0.12% 232.904 K $ 1400 2025/06/30 7.100 K $ 4.46 %