Instuitional Investor - Nationale-nederlanden Powszechne Towarzystwo Emerytalne S.a.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology Inc	MU	173,121	$199,831,839	10.94%
2.	Microsoft Corp	MSFT	506,688	$189,004,758	10.35%
3.	Advanced Micro Devices Inc	AMD	208,567	$121,158,656	6.64%
4.	Abivax S.a.	ABVX	765,332	$101,988,142	5.59%
5.	Amazon Com Inc	AMZN	414,360	$98,758,562	5.41%