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: $259.2M177 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	Common Stock	$1.1M	0.4%Prev: 0.5%	5,397 SH	Increased-1,233 SH
ADDUS HOMECARE CORP	Common Stock	$160K	0.1%	1,200 SH	New
ADOBE SYSTEMS INCORPORATED	Common Stock	$518K	0.2%	1,000 SH	New
ADVANCED MICRO DEVICES INC	Common Stock	$9.4M	3.6%Prev: 5.0%	57,330 SH	Increased-33,170 SH
AEROVIRONMENT INC	Common Stock	$2.3M	0.9%	11,500 SH	New
ALAMOS GOLD INC NEW	Common Stock	$279K	0.1%	14,000 SH	New
ALIBABA GROUP HLDG LTD	ADR	$2.9M	1.1%	27,038 SH	New
ALPHABET INC	Common Stock	$6.9M	2.7%Prev: 2.5%	41,331 SH	Increased+5,503 SH
AMAZON COM INC	Common Stock	$8.1M	3.1%Prev: 3.3%	43,233 SH	Increased-4,482 SH
AMERISOURCEBERGEN CORP	Common Stock	$14K	0.0%Prev: 0.0%	60 SH	Increased+20 SH
ANSYS INC	Common Stock	$876K	0.3%	2,750 SH	New
ANTERO RESOURCES CORP	Common Stock	$9K	0.0%	326 SH	New
ANTHEM INC	Common Stock	$16K	0.0%	30 SH	New
APPLE INC	Common Stock	$9.1M	3.5%Prev: 0.3%	39,241 SH	Increased+35,482 SH
ARISTA NETWORKS INC	Common Stock	$189K	0.1%Prev: 0.1%	492 SH	Increased-278 SH
ARM HOLDINGS PLC	ADR	$6.8M	2.6%	47,785 SH	New
AUTODESK INC	Common Stock	$1.1M	0.4%Prev: 0.5%	4,097 SH	Increased-21 SH
AUTOZONE INC	Common Stock	$16K	0.0%	5 SH	New
AXON ENTERPRISE INC	Common Stock	$170K	0.1%	425 SH	New
AXONICS INC	Common Stock	$640K	0.2%	9,200 SH	New
BARRICK GOLD CORP	Common Stock	$798K	0.3%Prev: 0.3%	40,098 SH	Increased+4,993 SH
BK OF AMERICA CORP	Common Stock	$238K	0.1%Prev: 0.1%	5,995 SH	Increased+1,425 SH
BLACKROCK INC	Common Stock	$138K	0.1%	145 SH	New
BLOCK INC	Common Stock	$2.5M	1.0%	37,400 SH	New
BOOT BARN HLDGS INC	Common Stock	$22K	0.0%	132 SH	New
BRISTOL-MYERS SQUIBB CO	Common Stock	$9K	0.0%Prev: 0.0%	182 SH	Increased+82 SH
CADENCE DESIGN SYSTEM INC	Common Stock	$1.8M	0.7%Prev: 0.8%	6,500 SH	Increased+181 SH
CANADIAN PACIFIC KANSAS CITY	Common Stock	$2.0M	0.8%Prev: 0.1%	23,416 SH	Increased+21,719 SH
CARRIER GLOBAL CORPORATION	Common Stock	$16K	0.0%Prev: 0.0%	198 SH	Increased+123 SH
CASELLA WASTE SYS INC	Common Stock	$388K	0.1%Prev: 0.1%	3,900 SH	Increased+2,500 SH
CATERPILLAR INC	Common Stock	$1.9M	0.8%Prev: 0.1%	4,976 SH	Increased+4,011 SH
CHENIERE ENERGY INC	Common Stock	$290K	0.1%Prev: 0.0%	1,612 SH	Increased+1,552 SH
CHIPOTLE MEXICAN GRILL INC	Common Stock	$132K	0.1%	2,290 SH	New
CHUBB LIMITED	Common Stock	$19K	0.0%Prev: 0.0%	65 SH	Increased+25 SH
CIGNA CORP NEW	Common Stock	$16K	0.0%	47 SH	New
CLEAN HARBORS INC	Common Stock	$4.8M	1.9%Prev: 0.5%	20,057 SH	Increased+14,990 SH
COCA COLA CO	Common Stock	$2.7M	1.0%Prev: 1.0%	37,331 SH	Increased+3,956 SH
COMCAST CORP NEW	Common Stock	$19K	0.0%	450 SH	New
CONOCOPHILLIPS	Common Stock	$1.1M	0.4%Prev: 0.6%	10,035 SH	Decreased+1,058 SH
CONSTRUCTION PARTNERS INC	Common Stock	$5.5M	2.1%Prev: 0.1%	79,305 SH	Increased+72,305 SH
CRH PLC	Common Stock	$17K	0.0%	180 SH	New
CROCS INC	Common Stock	$785K	0.3%	5,422 SH	New
CSX CORP	Common Stock	$628K	0.2%Prev: 0.3%	18,173 SH	Increased-1,540 SH
CUSTOMERS BANCORP INC	Common Stock	$116K	0.0%	2,500 SH	New
CYBERARK SOFTWARE LTD	Common Stock	$4.5M	1.7%Prev: 1.1%	15,440 SH	Increased+3,390 SH
DATADOG INC	Common Stock	$2.2M	0.8%Prev: 0.2%	19,090 SH	Increased+15,205 SH
DAVE & BUSTERS ENTMT INC	Common Stock	$272K	0.1%Prev: 0.2%	8,000 SH	Decreased-3,900 SH
DECKERS OUTDOOR CORP	Common Stock	$1.5M	0.6%Prev: 0.6%	9,630 SH	Increased+7,330 SH
DEERE & CO	Common Stock	$84K	0.0%Prev: 0.5%	201 SH	Decreased-2,423 SH
DEVON ENERGY CORP NEW	Common Stock	$567K	0.2%Prev: 0.4%	14,500 SH	Decreased-275 SH
DEXCOM INC	Common Stock	$1.2M	0.4%Prev: 2.5%	17,220 SH	Decreased-33,115 SH
DISNEY WALT CO	Common Stock	$19K	0.0%	200 SH	New
E L F BEAUTY INC	Common Stock	$3.5M	1.4%Prev: 1.2%	32,336 SH	Increased+11,743 SH
EAGLE MATLS INC	Common Stock	$10K	0.0%	35 SH	New
EMERSON ELEC CO	Common Stock	$995K	0.4%	9,100 SH	New
EOG RES INC	Common Stock	$1.4M	0.5%Prev: 0.7%	11,183 SH	Decreased+180 SH
EXACT SCIENCES CORP	Common Stock	$204K	0.1%	3,000 SH	New
EXTREME NETWORKS INC	Common Stock	$1.5M	0.6%Prev: 1.9%	100,400 SH	Decreased-47,100 SH
EXXON MOBIL CORP	Common Stock	$9K	0.0%	81 SH	New
FAIR ISAAC CORP	Common Stock	$544K	0.2%Prev: 0.3%	280 SH	Increased-270 SH
FEDERAL SIGNAL CORP	Common Stock	$2.9M	1.1%Prev: 0.3%	30,536 SH	Increased+19,736 SH
FEDEX CORP	Common Stock	$148K	0.1%Prev: 0.1%	540 SH	Decreased-310 SH
FERGUSON ENTERPRISES INC	Common Stock	$347K	0.1%	1,750 SH	New
FIDELITY NATL INFORMATION SV	Common Stock	$18K	0.0%Prev: 0.6%	220 SH	Decreased-18,730 SH
FIRST SOLAR INC	Common Stock	$10K	0.0%	40 SH	New
FISERV INC	Common Stock	$1.1M	0.4%	6,382 SH	New
FLYWIRE CORPORATION	Common Stock	$2.3M	0.9%Prev: 0.1%	138,100 SH	Increased+131,670 SH
FREEPORT-MCMORAN INC	Common Stock	$498K	0.2%Prev: 0.1%	9,971 SH	Increased+2,670 SH
FRESHPET INC	Common Stock	$1.1M	0.4%	7,800 SH	New
GRIFFON CORP	Common Stock	$1.5M	0.6%Prev: 0.5%	20,800 SH	Increased-2,500 SH
GXO LOGISTICS INCORPORATED	Common Stock	$484K	0.2%	9,300 SH	New
HARTFORD FINL SVCS GROUP INC	Common Stock	$19K	0.0%Prev: 0.0%	160 SH	Increased+40 SH
HEICO CORP NEW	Common Stock	$105K	0.0%	400 SH	New
HOME DEPOT INC	Common Stock	$515K	0.2%Prev: 0.2%	1,272 SH	Increased-58 SH
HUBSPOT INC	Common Stock	$1.1M	0.4%Prev: 0.6%	2,115 SH	Decreased-260 SH
HUNTINGTON BANCSHARES INC	Common Stock	$9K	0.0%	600 SH	New
INGERSOLL RAND INC	Common Stock	$2.1M	0.8%Prev: 0.7%	21,357 SH	Increased+2,047 SH
INTEL CORP	Common Stock	$33K	0.0%	1,400 SH	New
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.8M	0.7%Prev: 0.7%	11,000 SH	Increased-500 SH
INTUITIVE SURGICAL INC	Common Stock	$7.5M	2.9%Prev: 1.3%	15,296 SH	Increased+7,146 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$3.2M	1.2%Prev: 2.7%	104,043 SH	Decreased-5,900 SH
JOHNSON & JOHNSON	Common Stock	$263K	0.1%Prev: 0.0%	1,622 SH	Increased+1,582 SH
JPMORGAN CHASE & CO	Common Stock	$501K	0.2%Prev: 0.2%	2,374 SH	Increased+416 SH
KEMPER CORP	Common Stock	$116K	0.0%	1,900 SH	New
KINSALE CAP GROUP INC	Common Stock	$275K	0.1%Prev: 0.1%	590 SH	Increased-50 SH
KODIAK GAS SVCS INC	Common Stock	$10K	0.0%	330 SH	New
KRATOS DEFENSE & SEC SOLUTIO	Common Stock	$464K	0.2%	19,900 SH	New
KROGER CO	Common Stock	$19K	0.0%	330 SH	New
LATTICE SEMICONDUCTOR CORP	Common Stock	$1.5M	0.6%Prev: 1.3%	28,570 SH	Decreased
LAUDER ESTEE COS INC	Common Stock	$1.1M	0.4%Prev: 0.6%	10,809 SH	Decreased+2,550 SH
LEVI STRAUSS & CO NEW	Common Stock	$196K	0.1%	9,000 SH	New
LILLY ELI & CO	Common Stock	$1.3M	0.5%	1,472 SH	New
LINDE PLC	Common Stock	$1.4M	0.5%Prev: 0.6%	2,923 SH	Increased-242 SH
LULULEMON ATHLETICA INC	Common Stock	$475K	0.2%	1,750 SH	New
M/I HOMES INC	Common Stock	$684K	0.3%	3,990 SH	New
MANHATTAN ASSOCIATES INC	Common Stock	$141K	0.1%	500 SH	New
MARATHON PETE CORP	Common Stock	$1.1M	0.4%Prev: 0.5%	6,951 SH	Increased+875 SH
MARTIN MARIETTA MATLS INC	Common Stock	$3.2M	1.2%Prev: 0.1%	5,905 SH	Increased+5,302 SH
MARVELL TECHNOLOGY INC	Common Stock	$8.9M	3.4%Prev: 4.1%	123,486 SH	Increased-17,360 SH
MASTERCARD INCORPORATED	Common Stock	$5.8M	2.2%Prev: 2.6%	11,775 SH	Increased-287 SH
MERCADOLIBRE INC	Common Stock	$226K	0.1%Prev: 0.1%	110 SH	Decreased-72 SH
MERCK & CO INC	Common Stock	$16K	0.0%Prev: 0.0%	142 SH	Increased+82 SH
META PLATFORMS INC	Common Stock	$1.7M	0.6%	2,932 SH	New
MICROCHIP TECHNOLOGY INC.	Common Stock	$1.3M	0.5%Prev: 0.8%	15,600 SH	Decreased-2,400 SH
MICRON TECHNOLOGY INC	Common Stock	$4.1M	1.6%Prev: 1.7%	39,215 SH	Increased-8,535 SH
MICROSOFT CORP	Common Stock	$10.9M	4.2%Prev: 3.7%	25,308 SH	Increased+3,610 SH
MONDAY COM LTD	Common Stock	$193K	0.1%Prev: 0.1%	694 SH	Increased+24 SH
MONGODB INC	Common Stock	$128K	0.0%Prev: 0.1%	474 SH	Decreased+40 SH
MONOLITHIC PWR SYS INC	Common Stock	$5.1M	2.0%Prev: 1.4%	5,529 SH	Increased-271 SH
MONSTER BEVERAGE CORP NEW	Common Stock	$770K	0.3%	14,750 SH	New
MOODYS CORP	Common Stock	$475K	0.2%Prev: 0.2%	1,000 SH	Increased
MSCI INC	Common Stock	$408K	0.2%Prev: 0.2%	700 SH	Increased
MURPHY USA INC	Common Stock	$1.8M	0.7%	3,628 SH	New
NATERA INC	Common Stock	$1.3M	0.5%Prev: 0.1%	10,010 SH	Increased+7,210 SH
NAVITAS SEMICONDUCTOR CORP	Common Stock	$589K	0.2%	240,300 SH	New
NETFLIX INC	Common Stock	$135K	0.1%	190 SH	New
NEWMONT CORP	Common Stock	$652K	0.3%Prev: 0.1%	12,198 SH	Increased+6,673 SH
NIKE INC	Common Stock	$9K	0.0%Prev: 0.6%	100 SH	Decreased-10,900 SH
NORFOLK SOUTHN CORP	Common Stock	$102K	0.0%Prev: 1.2%	412 SH	Decreased-10,524 SH
NORTHERN OIL AND GAS INC MN	Common Stock	$347K	0.1%Prev: 0.1%	9,800 SH	Increased+3,100 SH
NOV INC	Common Stock	$311K	0.1%Prev: 0.2%	19,500 SH	Decreased-200 SH
NU HLDGS LTD	Common Stock	$131K	0.1%Prev: 0.0%	9,600 SH	Increased-2,800 SH
NVIDIA CORPORATION	Common Stock	$16.5M	6.4%Prev: 7.6%	136,009 SH	Increased+103,516 SH
NXP SEMICONDUCTORS N V	Common Stock	$14K	0.0%	59 SH	New
OMNICOM GROUP INC	Common Stock	$19K	0.0%	180 SH	New
ON HLDG AG	Common Stock	$3.3M	1.3%	65,200 SH	New
ORACLE CORP	Common Stock	$130K	0.1%	762 SH	New
OREILLY AUTOMOTIVE INC	Common Stock	$576K	0.2%	500 SH	New
OWENS CORNING NEW	Common Stock	$15K	0.0%Prev: 0.0%	85 SH	Increased+5 SH
PALANTIR TECHNOLOGIES INC	Common Stock	$172K	0.1%	4,615 SH	New
PALO ALTO NETWORKS INC	Common Stock	$957K	0.4%Prev: 0.8%	2,800 SH	Decreased-3,860 SH
PARSONS CORP DEL	Common Stock	$6.2M	2.4%	59,464 SH	New
PAYPAL HLDGS INC	Common Stock	$25K	0.0%	318 SH	New
PHILIP MORRIS INTL INC	Common Stock	$304K	0.1%	2,500 SH	New
POOL CORP	Common Stock	$419K	0.2%Prev: 0.3%	1,112 SH	Decreased-636 SH
PRIMO WATER CORPORATION	Common Stock	$278K	0.1%Prev: 0.0%	11,000 SH	Increased+6,000 SH
PROCORE TECHNOLOGIES INC	Common Stock	$586K	0.2%Prev: 0.5%	9,500 SH	Decreased-3,800 SH
PTC INC	Common Stock	$867K	0.3%	4,800 SH	New
PULTE GROUP INC	Common Stock	$233K	0.1%	1,625 SH	New
QUALCOMM INC	Common Stock	$3.9M	1.5%Prev: 1.4%	23,151 SH	Increased-549 SH
QUANTA SVCS INC	Common Stock	$3.0M	1.2%Prev: 0.8%	10,134 SH	Increased+2,022 SH
RALPH LAUREN CORP	Common Stock	$20K	0.0%	104 SH	New
RAMBUS INC DEL	Common Stock	$2.9M	1.1%Prev: 2.4%	68,400 SH	Decreased-12,300 SH
REGENERON PHARMACEUTICALS	Common Stock	$89K	0.0%	85 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$711K	0.3%Prev: 0.4%	2,650 SH	Decreased
S&P GLOBAL INC	Common Stock	$775K	0.3%Prev: 0.3%	1,500 SH	Increased-100 SH
SALESFORCE COM INC	Common Stock	$5.6M	2.2%Prev: 2.3%	20,604 SH	Increased-978 SH
SERVICENOW INC	Common Stock	$6.2M	2.4%Prev: 2.8%	6,985 SH	Increased-2,282 SH
SHERWIN WILLIAMS CO	Common Stock	$1.7M	0.7%Prev: 0.7%	4,565 SH	Increased-778 SH
SOFI TECHNOLOGIES INC	Common Stock	$99K	0.0%	12,600 SH	New
SYMBOTIC INC	Common Stock	$4.4M	1.7%	182,223 SH	New
SYNCHRONY FINANCIAL	Common Stock	$9K	0.0%	189 SH	New
SYNOPSYS INC	Common Stock	$937K	0.4%Prev: 0.5%	1,850 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$13K	0.0%Prev: 0.1%	75 SH	Decreased-2,425 SH
TARGA RES CORP	Common Stock	$11K	0.0%	73 SH	New
TEMPUR SEALY INTL INC	Common Stock	$257K	0.1%Prev: 0.1%	4,700 SH	Increased+300 SH
TESLA INC	Common Stock	$111K	0.0%	423 SH	New
THE TRADE DESK INC	Common Stock	$135K	0.1%	1,235 SH	New
TIDEWATER INC NEW	Common Stock	$108K	0.0%Prev: 0.0%	1,500 SH	Increased+1,270 SH
TOAST INC	Common Stock	$219K	0.1%Prev: 0.1%	7,725 SH	Decreased-5,430 SH
TOLL BROTHERS INC	Common Stock	$410K	0.2%	2,651 SH	New
TRADEWEB MKTS INC	Common Stock	$709K	0.3%	5,730 SH	New
ULTA BEAUTY INC	Common Stock	$13K	0.0%Prev: 0.1%	34 SH	Decreased-441 SH
UMB FINL CORP	Common Stock	$126K	0.0%	1,200 SH	New
UNION PAC CORP	Common Stock	$616K	0.2%Prev: 0.2%	2,500 SH	Increased+1,000 SH
UNITED RENTALS INC	Common Stock	$19K	0.0%	24 SH	New
UNITEDHEALTH GROUP INC	Common Stock	$313K	0.1%Prev: 0.5%	535 SH	Decreased-1,441 SH
VALARIS LIMITED	Common Stock	$9K	0.0%Prev: 0.0%	163 SH	Decreased-2 SH
VEEVA SYS INC	Common Stock	$905K	0.3%Prev: 0.6%	4,310 SH	Decreased-750 SH
VERTEX PHARMACEUTICALS INC	Common Stock	$130K	0.1%	280 SH	New
VISA INC	Common Stock	$4.9M	1.9%Prev: 2.7%	17,856 SH	Decreased-4,135 SH
VULCAN MATLS CO	Common Stock	$2.9M	1.1%Prev: 0.1%	11,698 SH	Increased+10,958 SH
WABTEC	Common Stock	$2.4M	0.9%Prev: 0.8%	12,943 SH	Increased-344 SH
WALMART INC	Common Stock	$276K	0.1%Prev: 0.0%	3,416 SH	Increased+2,881 SH
WASTE CONNECTIONS INC	Common Stock	$2.6M	1.0%Prev: 1.4%	14,329 SH	Decreased-5,624 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	$168K	0.1%Prev: 0.1%	2,976 SH	Increased-122 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $1.3M
AFLAC INC — $5K
AGCO CORP — $1.2M
ALIGN TECHNOLOGY INC — $427K
AMBARELLA INC — $1.5M
AMGEN INC — $9K
ARROW ELECTRS INC — $4K
ATLASSIAN CORPORATION — $90K
BILL COM HLDGS INC — $83K
BLOOMIN BRANDS INC — $180K
BOSTON SCIENTIFIC CORP — $69K
BRUKER CORP — $62K
CACI INTL INC — $6K
CALLAWAY GOLF CO — $734K
CELSIUS HLDGS INC — $166K
CERUS CORP — $462K
CHEVRON CORP NEW — $252K
CISCO SYS INC — $9K
COSTCO WHSL CORP NEW — $508K
CROWDSTRIKE HLDGS INC — $151K
… and 36 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