Q3 2026 13F · SEC CIK 2059321

PKO Investment Management Joint-Stock Co

Asset managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 229
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2.1 yrs

PKO Investment Management Joint-Stock Co is an asset manager that reported 229 positions worth $1.5B in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Ishares Tr (IVV, 11.5%), Nvidia Corporation (NVDA, 5.3%), Apple Inc (AAPL, 3.5%).

PKO Investment Management Joint-Stock Co holdings largest 50 of 229 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

PKO Investment Management Joint-Stock Co 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	11.5%	11.4%	219,504	+5.2%	$168.1M
NVDANvidia Corporation	5.3%	5.3%	342,044	-7.1%	$78.1M
AAPLApple Inc	3.5%	3.6%	154,000	-9.4%	$51.3M
MUMicron Technology Inc	2.9%	3.3%	40,137	+2.9%	$42.8M
MSFTMicrosoft Corp	2.9%	2.5%	82,000	-12.8%	$42.1M
NEMNewmont Corp	2.5%	2.3%	319,730	-5.2%	$36.9M
AEMAgnico Eagle Mines Ltd	2.5%	2.3%	195,120	-3.9%	$35.9M
VOOVanguard Index Fds	2.4%	2.5%	49,982	+0.5%	$35.0M
AMDAdvanced Micro Devices Inc	2.4%	2.2%	57,259	+8.0%	$35.0M
AMZNAmazon Com Inc	2.4%	2.5%	138,000	-3.5%	$34.4M
METAMeta Platforms Inc	1.9%	1.5%	39,008	+8.4%	$28.3M
TSLATesla Inc	1.9%	1.9%	77,152	+25.5%	$27.4M
BBarrick Mng Corp	1.8%	1.7%	639,713	+0.6%	$26.1M
GOOGLAlphabet Inc	1.7%	1.8%	71,000	+4.4%	$24.4M
GOOGAlphabet Inc	1.5%	1.7%	65,000	+0.0%	$22.1M
AVGOBroadcom Inc	1.4%	1.6%	60,000	+0.0%	$21.1M
SPCXSpace Exploration Techn Corp	1.3%	—	130,000	—	$19.6M
WPMWheaton Precious Metals Corp	1.3%	1.2%	142,660	-5.2%	$19.1M
INTCIntel Corp	1.3%	1.6%	154,000	-4.9%	$18.5M
FNVFranco Nev Corp	1.2%	1.1%	70,396	-1.6%	$16.8M
WMTWalmart Inc	1.1%	1.2%	160,000	+14.3%	$16.6M
LRCXLam Research Corp	1.0%	1.3%	46,000	+13.6%	$15.1M
AMATApplied Matls Inc	1.0%	1.4%	29,000	+11.5%	$14.8M
IEMGIshares Inc	1.0%	1.0%	182,635	+13.0%	$14.8M
XOMExxonmobil Holdings Corp	1.0%	—	85,600	—	$13.9M
CSCOCisco Sys Inc	0.9%	0.9%	128,000	+16.4%	$13.8M
PLTRPalantir Technologies Inc	0.9%	0.6%	69,000	-9.2%	$12.9M
KGCKinross Gold Corp	0.9%	1.0%	525,405	-6.4%	$12.7M
COSTCostco Wholesale Corporation	0.9%	0.9%	13,800	+6.2%	$12.6M
ISRGIntuitive Surgical Inc	0.8%	0.5%	29,180	+70.6%	$11.9M
GFIGold Fields Ltd.	0.8%	0.8%	323,961	-4.1%	$11.7M
CVXChevron Corporation	0.8%	0.7%	55,935	-0.5%	$11.4M
NFLXNetflix Inc.	0.8%	0.8%	160,000	+0.0%	$11.1M
LLYEli Lilly & Co	0.7%	0.8%	9,400	+7.4%	$10.9M
PANWPalo Alto Networks Inc	0.7%	0.6%	27,000	+3.8%	$10.7M
MARMarriott Intl Inc New	0.7%	0.5%	29,904	+69.9%	$10.6M
IWMIshares Tr	0.7%	0.8%	38,033	+0.0%	$10.6M
KLACKla Corp	0.7%	0.9%	52,000	+23.8%	$10.1M
TXNTexas Instrs Inc	0.6%	0.7%	33,000	+3.1%	$9.2M
PAASPan Amern Silver Corp	0.6%	0.7%	200,196	-1.5%	$9.1M
EEMIshares Tr	0.5%	0.7%	115,130	-18.6%	$7.7M
CRWDCrowdstrike Hldgs Inc	0.5%	0.5%	29,000	+241.2%	$7.7M
SNDKSandisk Corp	0.5%	0.7%	4,300	-4.4%	$7.5M
GILDGilead Sciences Inc	0.5%	0.5%	49,000	-16.2%	$7.3M
JNJJohnson & Johnson	0.5%	0.5%	27,500	-2.5%	$7.3M
CDECoeur Mng Inc	0.5%	0.5%	413,194	-5.9%	$7.3M
MRVLMarvell Technology Inc	0.5%	0.6%	27,000	-10.0%	$7.1M
HONHoneywell Intl Inc	0.5%	—	33,527	—	$7.1M
BHPBhp Billiton Limited	0.5%	—	80,708	—	$6.8M
AMGNAmgen Inc	0.5%	—	16,200	—	$6.8M

What PKO Investment Management Joint-Stock Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+241.2% shares
ISRG Intuitive Surgical Inc+70.6% shares
MAR Marriott Intl Inc New+69.9% shares
TSLA Tesla Inc+25.5% shares
KLAC Kla Corp+23.8% shares
CSCO Cisco Sys Inc+16.4% shares
WMT Walmart Inc+14.3% shares
LRCX Lam Research Corp+13.6% shares

Reduced

EEM Ishares Tr-18.6% shares
GILD Gilead Sciences Inc-16.2% shares
MSFT Microsoft Corp-12.8% shares
MRVL Marvell Technology Inc-10.0% shares
AAPL Apple Inc-9.4% shares
PLTR Palantir Technologies Inc-9.2% shares
NVDA Nvidia Corporation-7.1% shares
KGC Kinross Gold Corp-6.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.5B	229
Q2 2026	$1.4B	228
Q1 2026	$1.2B	220
Q4 2025	$1.3B	218
Q3 2025	$1.2B	202
Q2 2025	$930.8M	175
Q1 2025	$881.7M	174
Q4 2024	$803.5M	156
Q3 2024	$810.8M	156

Questions about PKO Investment Management Joint-Stock Co's portfolio

What stocks does PKO Investment Management Joint-Stock Co own?

PKO Investment Management Joint-Stock Co's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 229 positions worth $1.5B. The largest are Ishares Tr (IVV) at 11.5%, Nvidia Corporation (NVDA) at 5.3%, Apple Inc (AAPL) at 3.5%, Micron Technology Inc (MU) at 2.9% and Microsoft Corp (MSFT) at 2.9%.

What did PKO Investment Management Joint-Stock Co buy last quarter?

In Q3 2026, PKO Investment Management Joint-Stock Co added Crowdstrike Hldgs Inc (CRWD) (+241.2% shares), Intuitive Surgical Inc (ISRG) (+70.6% shares) and Marriott Intl Inc New (MAR) (+69.9% shares), compared with its Q2 2026 filing.

What did PKO Investment Management Joint-Stock Co sell last quarter?

In Q3 2026, PKO Investment Management Joint-Stock Co cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Western Digital Corp Com (WDC), cut from its top 50 Analog Devices Inc (ADI), cut from its top 50 Qualcomm Inc (QCOM), Ishares Tr (EEM) (-18.6% shares), Gilead Sciences Inc (GILD) (-16.2% shares) and Microsoft Corp (MSFT) (-12.8% shares), compared with its Q2 2026 filing.

When is PKO Investment Management Joint-Stock Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. PKO Investment Management Joint-Stock Co's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.