Instuitional Investor - Vienna Powszechne Towarzystwo Emerytalne S.a. Vienna Insurance Group

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	112,540	$40,218,420	10.56%
2.	Micron Technology Inc	MU	31,000	$35,782,990	9.4%
3.	Advanced Micro Devices Inc	AMD	60,800	$35,319,328	9.27%
4.	Marvell Technology Inc.	MRVL	115,000	$34,257,350	9%
5.	Nvidia Corp	NVDA	158,000	$31,614,220	8.3%