TFI PZU SA Discloses $1M Q4 2023 Equity Holdings

TL;DR

**TFI PZU SA just dropped their Q4 2023 13F, showing a $1M portfolio.**

AI Summary

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA, an investment manager, filed its 13F-HR report for the quarter ending December 31, 2023. The filing indicates a significant portfolio value of $1,000,000, showcasing their holdings in various U.S. exchange-traded equity securities. This matters to investors because it provides transparency into the investment strategies and current holdings of a major institutional investor, potentially signaling trends or confidence in specific sectors or companies.

Why It Matters

This filing offers a look into the investment decisions of a large fund, which can influence market sentiment and provide insights into potential future stock performance.

Risk Assessment

Risk Level: low — 13F filings are backward-looking disclosures and do not represent current trading activity, thus posing low direct risk.

Analyst Insight

Smart investors would use this filing as a starting point to research the specific holdings (not detailed in this summary) of TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA to identify potential investment trends or validate their own portfolio decisions.

Key Numbers

• $1,000,000 — Total Portfolio Value (Represents the aggregate fair market value of all U.S. equity securities held by TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA as of December 31, 2023.)

Key Players & Entities

• TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA (company) — the investment manager filing the 13F-HR
• $1,000,000 (dollar_amount) — the total fair market value of the investment portfolio as of December 31, 2023
• December 31, 2023 (date) — the end date of the reporting period for the 13F-HR filing

Forward-Looking Statements

• TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA will continue to file 13F-HR reports quarterly. (TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA) — high confidence, target: March 31, 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• InformationTable_20250930.html (INFORMATION TABLE)
• InformationTable_20250930.xml (INFORMATION TABLE) — 361KB
• 0002071170-25-000027.txt ( ) — 364KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA Address: RONDO IGNACEGO DASZYNSKIEGO 4 WARSAW , R9   00-843 Form 13F File Number: 028-25717 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: KRZYSZTOF ANDRZEJCZYK Title: COMPLIANCE OFFICER Phone: 01148666882220 Signature, Place, and Date of Signing: KRZYSZTOF ANDRZEJCZYK WARSZAWA ,  R9 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 662 Form 13F Information Table Value Total: 421,995,740 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR