Poland Global Growth Portfolio Expands Taiwan Semiconductor and Reduces Stake in Oracle in Q4 2025

Poland Global Growth Portfolio Expands Taiwan Semiconductor and Reduces Stake in Oracle in Q4 2025

By Mary Christine Joy
Publication Date: 2026-01-22 16:32:00

Poland Global Growth Q4 2025 Fund Letter: -2.5% vs. MSCI ACWI +3.3%, new Tencent/Spotify purchases, adds TSM/NVIDIA, reduces Oracle – read more.