Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

CIK 0002079571 • 26 13F filings • Aug 14, 2025 – Jul 21, 2026

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Filer information

Filed by: Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna, Legal adviser
Address: UL. MOKOTOWSKA 1, WARSAW, R9, 00-640
Phone: 0048514204222
AUM: $264.0M

AUM over time

$300.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $251.8M180 positionsView on SEC.gov

			% of Portfolio
AAON INC	Common Stock	$1.9M	0.7%	15,600 SH	New
ABBVIE INC	Common Stock	$936K	0.4%Prev: 0.4%	5,310 SH	Decreased-1,290 SH
ABERCROMBIE & FITCH CO	Common Stock	$25K	0.0%	160 SH	New
ADDUS HOMECARE CORP	Common Stock	$215K	0.1%	1,700 SH	New
ADOBE SYSTEMS INCORPORATED	Common Stock	$446K	0.2%	1,000 SH	New
ADVANCED MICRO DEVICES INC	Common Stock	$6.8M	2.7%Prev: 5.5%	55,281 SH	Decreased-32,819 SH
AGNICO EAGLE MINES LTD	Common Stock	$221K	0.1%	2,840 SH	New
ALAMOS GOLD INC NEW	Common Stock	$270K	0.1%	15,000 SH	New
ALIBABA GROUP HLDG LTD	ADR	$474K	0.2%	5,631 SH	New
ALPHABET INC	Common Stock	$7.8M	3.1%Prev: 2.0%	40,476 SH	Increased+6,568 SH
AMAZON COM INC	Common Stock	$9.9M	3.9%Prev: 3.4%	44,860 SH	Increased-8,688 SH
ANSYS INC	Common Stock	$929K	0.4%Prev: 0.5%	2,750 SH	Decreased-500 SH
ANTERO RESOURCES CORP	Common Stock	$12K	0.0%	330 SH	New
APPLE INC	Common Stock	$7.8M	3.1%Prev: 0.3%	31,015 SH	Increased+27,674 SH
ARISTA NETWORKS INC	Common Stock	$312K	0.1%Prev: 0.1%	2,800 SH	Increased+1,875 SH
ARM HOLDINGS PLC	ADR	$6.0M	2.4%	47,400 SH	New
AUTODESK INC	Common Stock	$758K	0.3%Prev: 0.4%	2,547 SH	Decreased-1,571 SH
AUTOZONE INC	Common Stock	$16K	0.0%	5 SH	New
AXON ENTERPRISE INC	Common Stock	$212K	0.1%Prev: 0.1%	350 SH	Increased-235 SH
BARRICK GOLD CORP	Common Stock	$148K	0.1%Prev: 0.3%	9,600 SH	Decreased-34,198 SH
BK OF AMERICA CORP	Common Stock	$461K	0.2%Prev: 0.1%	10,496 SH	Increased+5,831 SH
BLACKROCK INC	Common Stock	$144K	0.1%	140 SH	New
BLOCK INC	Common Stock	$3.5M	1.4%Prev: 0.8%	39,650 SH	Increased+13,750 SH
BOOT BARN HLDGS INC	Common Stock	$241K	0.1%Prev: 0.0%	1,575 SH	Increased+1,480 SH
BROADCOM INC	Common Stock	$543K	0.2%	2,303 SH	New
CADENCE DESIGN SYSTEM INC	Common Stock	$2.0M	0.8%Prev: 0.7%	6,500 SH	Increased+181 SH
CANADIAN PACIFIC KANSAS CITY	Common Stock	$1.7M	0.7%Prev: 0.5%	23,416 SH	Increased+7,719 SH
CAPITAL ONE FINL CORP	Common Stock	$76K	0.0%	425 SH	New
CARNIVAL CORP	Common Stock	$1.2M	0.5%	49,451 SH	New
CARRIER GLOBAL CORPORATION	Common Stock	$14K	0.0%	198 SH	New
CASELLA WASTE SYS INC	Common Stock	$411K	0.2%Prev: 0.1%	3,900 SH	Increased+900 SH
CATERPILLAR INC	Common Stock	$1.8M	0.7%Prev: 0.3%	4,866 SH	Increased+2,197 SH
CHENIERE ENERGY INC	Common Stock	$405K	0.2%Prev: 0.1%	1,899 SH	Increased+1,084 SH
CHEWY INC	Common Stock	$1.9M	0.8%	55,724 SH	New
CHIPOTLE MEXICAN GRILL INC	Common Stock	$228K	0.1%	3,800 SH	New
CHUBB LIMITED	Common Stock	$18K	0.0%Prev: 0.0%	65 SH	Increased+5 SH
CLEAN HARBORS INC	Common Stock	$5.1M	2.0%Prev: 0.4%	22,256 SH	Increased+16,469 SH
CLOUDFLARE INC	Common Stock	$58K	0.0%	530 SH	New
COCA COLA CO	Common Stock	$2.6M	1.0%Prev: 1.1%	42,331 SH	Decreased-2,703 SH
COMERICA INC	Common Stock	$14K	0.0%	220 SH	New
CONOCOPHILLIPS	Common Stock	$207K	0.1%Prev: 0.4%	2,137 SH	Decreased-6,466 SH
CONSTRUCTION PARTNERS INC	Common Stock	$5.9M	2.3%Prev: 0.2%	65,982 SH	Increased+55,882 SH
CRH PLC	Common Stock	$23K	0.0%	250 SH	New
CROCS INC	Common Stock	$492K	0.2%Prev: 0.1%	4,529 SH	Increased+2,363 SH
CSX CORP	Common Stock	$584K	0.2%Prev: 0.4%	18,173 SH	Decreased-6,540 SH
CUMMINS INC	Common Stock	$17K	0.0%	50 SH	New
CUSTOMERS BANCORP INC	Common Stock	$243K	0.1%	5,000 SH	New
CYBERARK SOFTWARE LTD	Common Stock	$4.1M	1.6%Prev: 1.3%	12,730 SH	Increased-1,700 SH
DATADOG INC	Common Stock	$3.1M	1.2%Prev: 1.4%	21,396 SH	Decreased-5,389 SH
DECKERS OUTDOOR CORP	Common Stock	$1.1M	0.4%Prev: 0.6%	5,500 SH	Decreased+3,200 SH
DEERE & CO	Common Stock	$85K	0.0%Prev: 0.1%	201 SH	Decreased-389 SH
DEXCOM INC	Common Stock	$1.3M	0.5%Prev: 2.6%	17,220 SH	Decreased-32,655 SH
DISNEY WALT CO	Common Stock	$22K	0.0%	200 SH	New
DUN & BRADSTREET HLDGS INC	Common Stock	$219K	0.1%	18,000 SH	New
DUTCH BROS INC	Common Stock	$1.5M	0.6%	27,963 SH	New
E L F BEAUTY INC	Common Stock	$2.0M	0.8%Prev: 1.3%	15,906 SH	Decreased-5,981 SH
EAGLE MATLS INC	Common Stock	$14K	0.0%Prev: 0.0%	55 SH	Decreased-15 SH
EMERSON ELEC CO	Common Stock	$1.1M	0.4%	9,100 SH	New
ENTERGY CORP NEW	Common Stock	$15K	0.0%	195 SH	New
EOG RES INC	Common Stock	$1.3M	0.5%Prev: 0.6%	10,552 SH	Decreased-451 SH
EXACT SCIENCES CORP	Common Stock	$112K	0.0%	2,000 SH	New
EXPEDIA GROUP INC	Common Stock	$10K	0.0%Prev: 0.0%	55 SH	Decreased-15 SH
EXTREME NETWORKS INC	Common Stock	$1.7M	0.7%Prev: 1.1%	100,400 SH	Decreased-42,500 SH
FAIR ISAAC CORP	Common Stock	$564K	0.2%Prev: 0.1%	280 SH	Increased
FEDERAL SIGNAL CORP	Common Stock	$2.8M	1.1%Prev: 0.4%	30,528 SH	Increased+19,128 SH
FEDEX CORP	Common Stock	$151K	0.1%Prev: 0.1%	540 SH	Decreased-447 SH
FERGUSON ENTERPRISES INC	Common Stock	$304K	0.1%	1,750 SH	New
FIDELITY NATL INFORMATION SV	Common Stock	$18K	0.0%	220 SH	New
FIFTH THIRD BANCORP	Common Stock	$111K	0.0%	2,598 SH	New
FIRST SOLAR INC	Common Stock	$9K	0.0%Prev: 0.0%	50 SH	Decreased-110 SH
FISERV INC	Common Stock	$10K	0.0%Prev: 0.0%	50 SH	Decreased-30 SH
FREEPORT-MCMORAN INC	Common Stock	$191K	0.1%Prev: 0.2%	5,014 SH	Decreased-6,489 SH
FRESHPET INC	Common Stock	$2.5M	1.0%Prev: 0.2%	16,715 SH	Increased+11,715 SH
GRIFFON CORP	Common Stock	$1.6M	0.6%Prev: 0.6%	22,470 SH	Increased-2,800 SH
GXO LOGISTICS INCORPORATED	Common Stock	$582K	0.2%	13,500 SH	New
HARTFORD FINL SVCS GROUP INC	Common Stock	$17K	0.0%Prev: 0.0%	160 SH	Increased-10 SH
HEICO CORP NEW	Common Stock	$96K	0.0%	400 SH	New
HOME DEPOT INC	Common Stock	$312K	0.1%Prev: 0.2%	800 SH	Decreased-530 SH
HUBSPOT INC	Common Stock	$1.7M	0.7%Prev: 0.6%	2,411 SH	Increased+36 SH
HUNTINGTON BANCSHARES INC	Common Stock	$107K	0.0%	6,554 SH	New
INGERSOLL RAND INC	Common Stock	$1.9M	0.8%Prev: 0.7%	21,357 SH	Increased-117 SH
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.3M	0.5%Prev: 0.6%	9,000 SH	Decreased-2,500 SH
INTUITIVE SURGICAL INC	Common Stock	$7.0M	2.8%Prev: 3.9%	13,276 SH	Decreased-14,439 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$2.5M	1.0%Prev: 1.9%	87,643 SH	Decreased-22,300 SH
JPMORGAN CHASE & CO	Common Stock	$563K	0.2%Prev: 0.2%	2,354 SH	Increased-104 SH
KEMPER CORP	Common Stock	$330K	0.1%	5,000 SH	New
KINSALE CAP GROUP INC	Common Stock	$345K	0.1%Prev: 0.1%	740 SH	Increased-120 SH
KLAVIYO INC	Common Stock	$2.9M	1.2%	69,778 SH	New
KODIAK GAS SVCS INC	Common Stock	$14K	0.0%	350 SH	New
KRATOS DEFENSE & SEC SOLUTIO	Common Stock	$1.6M	0.6%	58,588 SH	New
KROGER CO	Common Stock	$21K	0.0%	350 SH	New
LATTICE SEMICONDUCTOR CORP	Common Stock	$1.6M	0.6%Prev: 0.8%	28,570 SH	Decreased
LEVI STRAUSS & CO NEW	Common Stock	$156K	0.1%	9,000 SH	New
LILLY ELI & CO	Common Stock	$112K	0.0%	145 SH	New
LINDE PLC	Common Stock	$334K	0.1%Prev: 0.6%	800 SH	Decreased-2,534 SH
M/I HOMES INC	Common Stock	$531K	0.2%	4,012 SH	New
MACYS INC	Common Stock	$18K	0.0%	1,100 SH	New
MANHATTAN ASSOCIATES INC	Common Stock	$136K	0.1%	500 SH	New
MARTIN MARIETTA MATLS INC	Common Stock	$2.1M	0.8%Prev: 0.5%	3,970 SH	Increased+1,726 SH
MARVELL TECHNOLOGY INC	Common Stock	$9.5M	3.8%Prev: 3.6%	84,879 SH	Increased-55,967 SH
MASTERCARD INCORPORATED	Common Stock	$4.9M	1.9%Prev: 2.2%	9,235 SH	Decreased-3,022 SH
MERCADOLIBRE INC	Common Stock	$336K	0.1%Prev: 0.1%	195 SH	Increased+70 SH
META PLATFORMS INC	Common Stock	$2.1M	0.8%	3,533 SH	New
MICROCHIP TECHNOLOGY INC.	Common Stock	$891K	0.4%Prev: 0.7%	15,600 SH	Decreased-2,400 SH
MICRON TECHNOLOGY INC	Common Stock	$3.4M	1.4%Prev: 1.7%	40,122 SH	Decreased-7,628 SH
MICROSOFT CORP	Common Stock	$10.1M	4.0%Prev: 3.5%	23,731 SH	Increased+1,600 SH
MONDAY COM LTD	Common Stock	$182K	0.1%Prev: 0.1%	773 SH	Increased-72 SH
MONGODB INC	Common Stock	$220K	0.1%Prev: 0.1%	940 SH	Increased+506 SH
MONOLITHIC PWR SYS INC	Common Stock	$3.3M	1.3%Prev: 1.5%	5,390 SH	Decreased-410 SH
MONSTER BEVERAGE CORP NEW	Common Stock	$775K	0.3%	14,750 SH	New
MOODYS CORP	Common Stock	$331K	0.1%Prev: 0.1%	700 SH	Increased
MSCI INC	Common Stock	$420K	0.2%Prev: 0.2%	700 SH	Increased
MURPHY USA INC	Common Stock	$214K	0.1%	428 SH	New
NATERA INC	Common Stock	$1.1M	0.4%Prev: 0.4%	6,950 SH	Increased-6,650 SH
NAVITAS SEMICONDUCTOR CORP	Common Stock	$937K	0.4%Prev: 0.8%	240,300 SH	Decreased-9,400 SH
NETFLIX INC	Common Stock	$162K	0.1%	180 SH	New
NEWMONT CORP	Common Stock	$107K	0.0%Prev: 0.1%	2,891 SH	Decreased-4,727 SH
NORFOLK SOUTHN CORP	Common Stock	$96K	0.0%Prev: 1.0%	412 SH	Decreased-9,474 SH
NORTHERN OIL AND GAS INC MN	Common Stock	$358K	0.1%Prev: 0.1%	9,800 SH	Increased+3,100 SH
NOV INC	Common Stock	$283K	0.1%Prev: 0.2%	19,500 SH	Decreased-200 SH
NU HLDGS LTD	Common Stock	$102K	0.0%Prev: 0.0%	9,600 SH	Decreased-2,800 SH
NVIDIA CORPORATION	Common Stock	$15.2M	6.0%Prev: 6.5%	110,723 SH	Decreased+79,510 SH
ON HLDG AG	Common Stock	$3.5M	1.4%Prev: 0.3%	63,700 SH	Increased+35,800 SH
ONESPAWORLD HOLDINGS LIMITED	Common Stock	$1.9M	0.8%	95,536 SH	New
ORACLE CORP	Common Stock	$59K	0.0%	356 SH	New
OREILLY AUTOMOTIVE INC	Common Stock	$463K	0.2%	392 SH	New
OWENS CORNING NEW	Common Stock	$8K	0.0%Prev: 0.0%	47 SH	Decreased-33 SH
PALO ALTO NETWORKS INC	Common Stock	$985K	0.4%Prev: 0.8%	5,350 SH	Decreased-1,220 SH
PARSONS CORP DEL	Common Stock	$3.3M	1.3%	35,456 SH	New
PAYPAL HLDGS INC	Common Stock	$27K	0.0%Prev: 0.0%	318 SH	Increased-37 SH
PHILIP MORRIS INTL INC	Common Stock	$300K	0.1%Prev: 0.2%	2,500 SH	Decreased-1,500 SH
PNC FINL SVCS GROUP INC	Common Stock	$144K	0.1%	748 SH	New
POOL CORP	Common Stock	$238K	0.1%Prev: 0.2%	700 SH	Decreased-748 SH
PRIMO BRANDS CORPORATION	Common Stock	$367K	0.1%	12,000 SH	New
PROCORE TECHNOLOGIES INC	Common Stock	$716K	0.3%Prev: 0.4%	9,500 SH	Decreased-3,800 SH
PROGRESSIVE CORP	Common Stock	$72K	0.0%	300 SH	New
PTC INC	Common Stock	$882K	0.4%Prev: 0.4%	4,800 SH	Increased
QUALCOMM INC	Common Stock	$2.6M	1.0%Prev: 1.4%	16,668 SH	Decreased-6,432 SH
QUANTA SVCS INC	Common Stock	$3.0M	1.2%Prev: 1.0%	9,534 SH	Increased-942 SH
RALPH LAUREN CORP	Common Stock	$24K	0.0%Prev: 0.0%	105 SH	Increased-10 SH
RAMBUS INC DEL	Common Stock	$3.4M	1.4%Prev: 2.3%	64,000 SH	Decreased-16,700 SH
RANGE RES CORP	Common Stock	$11K	0.0%	300 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$757K	0.3%Prev: 0.3%	2,650 SH	Decreased
ROYAL CARIBBEAN GROUP	Common Stock	$9K	0.0%	40 SH	New
S&P GLOBAL INC	Common Stock	$747K	0.3%Prev: 0.2%	1,500 SH	Increased+300 SH
SALESFORCE COM INC	Common Stock	$6.9M	2.8%Prev: 2.5%	20,630 SH	Increased-1,496 SH
SERVICENOW INC	Common Stock	$7.1M	2.8%Prev: 3.1%	6,616 SH	Decreased-3,650 SH
SHERWIN WILLIAMS CO	Common Stock	$237K	0.1%Prev: 0.6%	700 SH	Decreased-4,143 SH
SHOPIFY INC	Common Stock	$532K	0.2%Prev: 0.1%	4,999 SH	Increased+1,384 SH
SITEONE LANDSCAPE SUPPLY INC	Common Stock	$1.1M	0.4%	8,600 SH	New
SNOWFLAKE INC	Common Stock	$759K	0.3%	4,900 SH	New
SOFI TECHNOLOGIES INC	Common Stock	$227K	0.1%	14,500 SH	New
SWEETGREEN INC	Common Stock	$342K	0.1%	10,780 SH	New
SYMBOTIC INC	Common Stock	$859K	0.3%	35,255 SH	New
SYNCHRONY FINANCIAL	Common Stock	$10K	0.0%	160 SH	New
SYNOPSYS INC	Common Stock	$900K	0.4%Prev: 0.4%	1,850 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$381K	0.2%Prev: 0.1%	1,900 SH	Increased-715 SH
TARGA RES CORP	Common Stock	$13K	0.0%	73 SH	New
TELEDYNE TECHNOLOGIES INC	Common Stock	$209K	0.1%	450 SH	New
TEMPUR SEALY INTL INC	Common Stock	$313K	0.1%Prev: 0.1%	5,500 SH	Increased+1,100 SH
TESLA INC	Common Stock	$9.1M	3.6%Prev: 0.0%	21,869 SH	Increased+21,599 SH
THE TRADE DESK INC	Common Stock	$276K	0.1%	2,300 SH	New
TIDEWATER INC NEW	Common Stock	$80K	0.0%Prev: 0.0%	1,500 SH	Increased+1,260 SH
TOAST INC	Common Stock	$1.6M	0.6%Prev: 0.0%	43,600 SH	Increased+38,600 SH
TOLL BROTHERS INC	Common Stock	$130K	0.1%	1,029 SH	New
TRADEWEB MKTS INC	Common Stock	$882K	0.4%Prev: 0.0%	6,629 SH	Increased+5,629 SH
TREX CO INC	Common Stock	$63K	0.0%	917 SH	New
UMB FINL CORP	Common Stock	$215K	0.1%	1,900 SH	New
UNION PAC CORP	Common Stock	$569K	0.2%Prev: 0.4%	2,500 SH	Decreased-1,100 SH
UNITED RENTALS INC	Common Stock	$17K	0.0%Prev: 0.0%	24 SH	Increased+4 SH
VEEVA SYS INC	Common Stock	$911K	0.4%Prev: 0.4%	4,310 SH	Decreased-750 SH
VISA INC	Common Stock	$4.3M	1.7%Prev: 2.6%	13,548 SH	Decreased-10,016 SH
VULCAN MATLS CO	Common Stock	$1.7M	0.7%Prev: 0.3%	6,528 SH	Increased+3,207 SH
WABTEC	Common Stock	$2.0M	0.8%Prev: 0.7%	10,691 SH	Increased-2,774 SH
WALMART INC	Common Stock	$309K	0.1%Prev: 0.1%	3,416 SH	Increased+2,380 SH
WASTE CONNECTIONS INC	Common Stock	$2.4M	1.0%Prev: 1.1%	14,329 SH	Decreased-2,544 SH
WASTE MGMT INC DEL	Common Stock	$1.0M	0.4%Prev: 0.4%	5,049 SH	Increased-44 SH
WELLS FARGO CO NEW	Common Stock	$345K	0.1%Prev: 0.1%	4,905 SH	Increased-1,198 SH
WESCO INTL INC	Common Stock	$11K	0.0%Prev: 0.0%	60 SH	Decreased-30 SH
WIX COM LTD	Common Stock	$109K	0.0%	500 SH	New

Sold (vs prior filing)

AEROVIRONMENT INC — $290K
AFLAC INC — $10K
AGCO CORP — $486K
ALIGN TECHNOLOGY INC — $301K
AMBARELLA INC — $1.8M
AMGEN INC — $16K
ANTHEM INC — $7K
ARROW ELECTRS INC — $4K
ATLASSIAN CORPORATION — $1.2M
AXONICS INC — $573K
BECTON DICKINSON & CO — $7K
BERRY GLOBAL GROUP INC — $7K
BILL COM HLDGS INC — $1.0M
BIOMARIN PHARMACEUTICAL INC — $91K
BLOOMIN BRANDS INC — $213K
BRISTOL-MYERS SQUIBB CO — $5K
BRUKER CORP — $73K
CALLAWAY GOLF CO — $173K
CELSIUS HLDGS INC — $518K
CERUS CORP — $616K
… and 53 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0002079571-26-000001	$264.0M	View
Aug 28, 2025	Q4 2024	13F-HR	0002079571-25-000003	$251.8M	View
Sep 2, 2025