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Institutional Investment Manager
PKO Investment Management Joint-Stock Co
PKO Investment Management Joint-Stock Co (CIK: 0002059321), located at Swietokrzyska 36, Warsaw, R9. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0002059321-25-000037) filed in 2025.03.13
#
Name
Shares
Value ($)
%
Options
Notes
1 SKECHERS U S A INC 739,153 18,168,380 12.02%
2 APPLIED MICRO CIRCUITS CORP 1,879,627 15,506,922 10.26%
3 NETSCOUT SYS INC 400,321 12,610,111 8.34%
4 IRIDIUM COMMUNICATIONS INC 1,296,483 12,446,236 8.23%
5 HARMAN INTL INDS INC 86,435 9,608,114 6.36%
6 ELECTRONIC ARTS INC 121,481 9,567,843 6.33%
7 MICRON TECHNOLOGY INC 382,441 8,383,106 5.55%
8 LG DISPLAY CO LTD 621,209 7,982,535 5.28%
9 ACTIVISION BLIZZARD INC 210,832 7,613,143 5.04%
10 SILVER WHEATON CORP 268,488 5,165,150 3.42%
11 FLIR SYS INC 139,243 5,039,204 3.33%
12 APPLIED OPTOELECTRONICS INC 208,260 4,881,614 3.23%
13 BARRICK GOLD CORP 276,539 4,419,093 2.92%
14 FORTUNA SILVER MINES INC 615,217 3,463,045 2.29%
15 ISHARES TR 83,509 2,923,650 1.93%
16 ANGLOGOLD ASHANTI LIMITED 255,510 2,685,410 1.78%
17 AGNICO EAGLE MINES LTD 58,292 2,440,399 1.61%
18 SIBANYE STILLWATER 271,700 1,918,202 1.27%
19 NIKE INC 33,396 1,697,518 1.12%
20 NEWMONT CORP 43,260 1,473,868 0.98%
21 COMPANIA DE MINAS BUENAVENTU 127,277 1,435,684 0.95%
22 FRANCO NEVADA CORP 22,085 1,314,900 0.87%
23 KINROSS GOLD CORP 265,506 825,042 0.55%
24 GOLDCORP INC NEW 50,701 687,354 0.45%
25 HANESBRANDS INC 30,500 657,884 0.44%
26 LAUDER ESTEE COS INC 8,091 618,880 0.41%
27 ROYAL GOLD INC 8,345 528,655 0.35%
28 HARMONY GOLD MINING CO LTD 225,000 497,250 0.33%
29 TAHOE RES INC 52,400 491,597 0.33%
30 ISHARES TR 14,138 490,729 0.32%
31 SILVER STD RES INC 45,700 407,049 0.27%
32 RALPH LAUREN CORP 4,347 392,621 0.26%
33 B2GOLD CORP 165,700 392,013 0.26%
34 PVH CORPORATION 3,800 342,911 0.23%
35 COACH INC 9,727 340,639 0.23%
36 MAG SILVER CORP 30,400 333,223 0.22%
37 ALAMOS GOLD INC NEW 48,156 330,711 0.22%
38 CELGENE CORP 2,603 301,297 0.20%
39 RANDGOLD RES LTD 3,700 282,458 0.19%
40 HECLA MNG CO 52,000 272,479 0.18%
41 GOLD FIELDS LTD 77,000 231,770 0.15%
42 COEUR MNG INC 16,000 145,439 0.10%
43 ASANKO GOLD INC 45,000 137,498 0.09%
44 JOHNSON & JOHNSON 1,149 132,376 0.09%
45 AMAZON COM INC 171 128,227 0.08%
46 MACYS INC 3,400 121,753 0.08%
47 PFIZER INC 3,465 112,543 0.07%
48 PROCTER AND GAMBLE CO 1,112 93,496 0.06%
49 MERCK & CO INC 1,580 93,014 0.06%
50 PAN AMERN SILVER CORP 6,000 90,419 0.06%
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