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: $263.0M162 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	Common Stock	$66K	0.0%	3,400 SH	New
ABBVIE INC	Common Stock	$921K	0.4%Prev: 0.4%	5,372 SH	Increased-1,228 SH
ADOBE SYSTEMS INCORPORATED	Common Stock	$556K	0.2%	1,000 SH	New
ADVANCED MICRO DEVICES INC	Common Stock	$9.3M	3.5%Prev: 5.8%	57,079 SH	Decreased-48,871 SH
AEROVIRONMENT INC	Common Stock	$2.5M	1.0%	13,774 SH	New
AGCO CORP	Common Stock	$258K	0.1%Prev: 0.6%	2,633 SH	Decreased-7,345 SH
ALIBABA GROUP HLDG LTD	ADR	$1.7M	0.7%	23,850 SH	New
ALIGN TECHNOLOGY INC	Common Stock	$266K	0.1%Prev: 0.2%	1,100 SH	Decreased-250 SH
ALPHABET INC	Common Stock	$8.2M	3.1%Prev: 2.1%	44,692 SH	Increased+9,187 SH
AMAZON COM INC	Common Stock	$9.5M	3.6%Prev: 2.8%	49,236 SH	Increased+3,977 SH
AMERISOURCEBERGEN CORP	Common Stock	$18K	0.0%	78 SH	New
AMGEN INC	Common Stock	$17K	0.0%	55 SH	New
ANSYS INC	Common Stock	$1.0M	0.4%	3,250 SH	New
ANTHEM INC	Common Stock	$17K	0.0%	32 SH	New
APPLE INC	Common Stock	$6.3M	2.4%Prev: 0.5%	29,797 SH	Increased+24,295 SH
ARISTA NETWORKS INC	Common Stock	$172K	0.1%	492 SH	New
ARM HOLDINGS PLC	ADR	$8.0M	3.0%	48,781 SH	New
AUTODESK INC	Common Stock	$1.0M	0.4%Prev: 0.3%	4,097 SH	Increased+699 SH
AUTOZONE INC	Common Stock	$15K	0.0%	5 SH	New
AXON ENTERPRISE INC	Common Stock	$172K	0.1%	585 SH	New
AXONICS INC	Common Stock	$619K	0.2%	9,200 SH	New
BARRICK GOLD CORP	Common Stock	$701K	0.3%Prev: 0.2%	42,131 SH	Increased+15,573 SH
BK OF AMERICA CORP	Common Stock	$227K	0.1%	5,708 SH	New
BLOCK INC	Common Stock	$2.4M	0.9%Prev: 0.0%	37,400 SH	Increased+37,100 SH
BOOT BARN HLDGS INC	Common Stock	$27K	0.0%	212 SH	New
BRUKER CORP	Common Stock	$64K	0.0%	1,000 SH	New
CADENCE DESIGN SYSTEM INC	Common Stock	$1.8M	0.7%Prev: 0.7%	5,895 SH	Increased-424 SH
CALLAWAY GOLF CO	Common Stock	$61K	0.0%Prev: 0.5%	4,000 SH	Decreased-49,046 SH
CAMTEK LTD	Common Stock	$232K	0.1%	1,850 SH	New
CANADIAN PACIFIC KANSAS CITY	Common Stock	$1.9M	0.7%	23,916 SH	New
CARRIER GLOBAL CORPORATION	Common Stock	$16K	0.0%	250 SH	New
CASELLA WASTE SYS INC	Common Stock	$347K	0.1%	3,500 SH	New
CATERPILLAR INC	Common Stock	$1.8M	0.7%Prev: 0.1%	5,537 SH	Increased+5,030 SH
CELSIUS HLDGS INC	Common Stock	$69K	0.0%Prev: 0.1%	1,200 SH	Decreased+230 SH
CHENIERE ENERGY INC	Common Stock	$184K	0.1%	1,053 SH	New
CHIPOTLE MEXICAN GRILL INC	Common Stock	$69K	0.0%	1,100 SH	New
CHUBB LIMITED	Common Stock	$23K	0.0%	89 SH	New
CIGNA CORP NEW	Common Stock	$13K	0.0%	40 SH	New
CLEAN HARBORS INC	Common Stock	$4.5M	1.7%Prev: 0.4%	20,057 SH	Increased+14,990 SH
COCA COLA CO	Common Stock	$3.9M	1.5%	61,002 SH	New
CONOCOPHILLIPS	Common Stock	$1.1M	0.4%	9,808 SH	New
CONSTRUCTION PARTNERS INC	Common Stock	$4.4M	1.7%	79,376 SH	New
CROCS INC	Common Stock	$750K	0.3%	5,138 SH	New
CROWDSTRIKE HLDGS INC	Common Stock	$4.0M	1.5%	10,490 SH	New
CSX CORP	Common Stock	$608K	0.2%Prev: 0.3%	18,173 SH	Decreased-1,540 SH
CYBERARK SOFTWARE LTD	Common Stock	$4.2M	1.6%Prev: 0.9%	15,250 SH	Increased+3,650 SH
DATADOG INC	Common Stock	$2.6M	1.0%Prev: 0.1%	20,266 SH	Increased+17,476 SH
DAVE & BUSTERS ENTMT INC	Common Stock	$318K	0.1%Prev: 0.2%	8,000 SH	Decreased-3,000 SH
DECKERS OUTDOOR CORP	Common Stock	$2.3M	0.9%Prev: 0.6%	2,376 SH	Increased+76 SH
DEERE & CO	Common Stock	$149K	0.1%Prev: 0.5%	399 SH	Decreased-2,070 SH
DEVON ENERGY CORP NEW	Common Stock	$697K	0.3%	14,695 SH	New
DEXCOM INC	Common Stock	$4.4M	1.7%Prev: 3.3%	38,420 SH	Decreased-15,760 SH
E L F BEAUTY INC	Common Stock	$6.8M	2.6%Prev: 1.1%	32,356 SH	Increased+11,763 SH
EMERSON ELEC CO	Common Stock	$1.0M	0.4%	9,100 SH	New
EOG RES INC	Common Stock	$1.4M	0.5%Prev: 0.7%	11,468 SH	Increased-514 SH
EXACT SCIENCES CORP	Common Stock	$127K	0.0%	3,000 SH	New
EXTREME NETWORKS INC	Common Stock	$1.4M	0.5%Prev: 2.0%	100,400 SH	Decreased-63,300 SH
EXXON MOBIL CORP	Common Stock	$14K	0.0%	121 SH	New
FAIR ISAAC CORP	Common Stock	$417K	0.2%Prev: 0.1%	280 SH	Increased-70 SH
FEDERAL SIGNAL CORP	Common Stock	$2.5M	1.0%Prev: 0.3%	30,087 SH	Increased+19,587 SH
FEDEX CORP	Common Stock	$210K	0.1%Prev: 0.1%	700 SH	Increased-11 SH
FIRST SOLAR INC	Common Stock	$9K	0.0%	40 SH	New
FISERV INC	Common Stock	$951K	0.4%	6,380 SH	New
FLYWIRE CORPORATION	Common Stock	$2.3M	0.9%Prev: 0.1%	138,100 SH	Increased+133,330 SH
FREEPORT-MCMORAN INC	Common Stock	$691K	0.3%Prev: 0.1%	14,225 SH	Increased+8,926 SH
FRESHPET INC	Common Stock	$906K	0.3%	7,000 SH	New
GRAND CANYON ED INC	Common Stock	$15K	0.0%	108 SH	New
GRIFFON CORP	Common Stock	$1.3M	0.5%	20,950 SH	New
HARTFORD FINL SVCS GROUP INC	Common Stock	$21K	0.0%	205 SH	New
HOME DEPOT INC	Common Stock	$440K	0.2%Prev: 0.2%	1,278 SH	Increased-52 SH
HUBSPOT INC	Common Stock	$1.4M	0.5%Prev: 0.6%	2,375 SH	Increased-20 SH
INGERSOLL RAND INC	Common Stock	$1.9M	0.7%Prev: 0.6%	21,403 SH	Increased+2,093 SH
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.5M	0.6%Prev: 0.6%	11,000 SH	Increased-500 SH
INTUITIVE SURGICAL INC	Common Stock	$7.1M	2.7%Prev: 1.5%	15,891 SH	Increased+6,941 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$2.8M	1.1%Prev: 3.2%	104,043 SH	Decreased-4,390 SH
JPMORGAN CHASE & CO	Common Stock	$474K	0.2%	2,342 SH	New
KINSALE CAP GROUP INC	Common Stock	$173K	0.1%	450 SH	New
KRATOS DEFENSE & SEC SOLUTIO	Common Stock	$84K	0.0%	4,200 SH	New
LABCORP HOLDINGS INC	Common Stock	$92K	0.0%	450 SH	New
LATTICE SEMICONDUCTOR CORP	Common Stock	$1.7M	0.6%Prev: 1.4%	28,570 SH	Decreased-2,600 SH
LAUDER ESTEE COS INC	Common Stock	$1.2M	0.4%Prev: 0.8%	10,809 SH	Decreased+2,270 SH
LIBERTY OILFIELD SVCS INC	Common Stock	$10K	0.0%	470 SH	New
LILLY ELI & CO	Common Stock	$1.8M	0.7%	1,938 SH	New
LINDE PLC	Common Stock	$1.3M	0.5%Prev: 1.3%	2,948 SH	Decreased-4,302 SH
LULULEMON ATHLETICA INC	Common Stock	$523K	0.2%	1,750 SH	New
MARATHON PETE CORP	Common Stock	$1.2M	0.5%	7,071 SH	New
MARTIN MARIETTA MATLS INC	Common Stock	$3.2M	1.2%Prev: 0.1%	5,918 SH	Increased+5,373 SH
MARVELL TECHNOLOGY INC	Common Stock	$8.8M	3.3%Prev: 5.5%	125,562 SH	Decreased-68,213 SH
MASTERCARD INCORPORATED	Common Stock	$5.2M	2.0%Prev: 2.4%	11,783 SH	Increased-1,157 SH
MERCADOLIBRE INC	Common Stock	$140K	0.1%Prev: 0.1%	85 SH	Decreased-97 SH
MERCK & CO INC	Common Stock	$21K	0.0%	170 SH	New
META PLATFORMS INC	Common Stock	$1.3M	0.5%	2,542 SH	New
MICROCHIP TECHNOLOGY INC.	Common Stock	$1.4M	0.5%	15,600 SH	New
MICRON TECHNOLOGY INC	Common Stock	$5.2M	2.0%Prev: 1.6%	39,745 SH	Increased-12,405 SH
MICROSOFT CORP	Common Stock	$9.7M	3.7%Prev: 4.8%	21,771 SH	Decreased-7,450 SH
MONDAY COM LTD	Common Stock	$203K	0.1%	845 SH	New
MONGODB INC	Common Stock	$42K	0.0%Prev: 0.0%	168 SH	Increased+138 SH
MONOLITHIC PWR SYS INC	Common Stock	$4.5M	1.7%Prev: 1.5%	5,495 SH	Increased-305 SH
MONSTER BEVERAGE CORP NEW	Common Stock	$737K	0.3%	14,750 SH	New
MOODYS CORP	Common Stock	$547K	0.2%Prev: 0.2%	1,300 SH	Increased+300 SH
MSCI INC	Common Stock	$337K	0.1%Prev: 0.2%	700 SH	Increased
MURPHY USA INC	Common Stock	$1.7M	0.7%	3,656 SH	New
NATERA INC	Common Stock	$1.4M	0.5%Prev: 0.1%	12,910 SH	Increased+10,110 SH
NAVITAS SEMICONDUCTOR CORP	Common Stock	$944K	0.4%	240,300 SH	New
NETFLIX INC	Common Stock	$104K	0.0%	154 SH	New
NEWMONT CORP	Common Stock	$424K	0.2%Prev: 0.1%	10,120 SH	Increased+6,581 SH
NORFOLK SOUTHN CORP	Common Stock	$88K	0.0%Prev: 1.2%	412 SH	Decreased-10,524 SH
NORTHERN OIL AND GAS INC MN	Common Stock	$364K	0.1%	9,800 SH	New
NOV INC	Common Stock	$371K	0.1%Prev: 0.1%	19,500 SH	Increased+5,600 SH
NU HLDGS LTD	Common Stock	$200K	0.1%	15,500 SH	New
NVIDIA CORPORATION	Common Stock	$17.4M	6.6%Prev: 8.6%	141,030 SH	Decreased+98,271 SH
NXP SEMICONDUCTORS N V	Common Stock	$18K	0.0%	66 SH	New
ON HLDG AG	Common Stock	$2.4M	0.9%	62,780 SH	New
ORACLE CORP	Common Stock	$121K	0.0%	857 SH	New
OREILLY AUTOMOTIVE INC	Common Stock	$528K	0.2%	500 SH	New
OWENS CORNING NEW	Common Stock	$23K	0.0%	130 SH	New
PALANTIR TECHNOLOGIES INC	Common Stock	$177K	0.1%	7,000 SH	New
PALO ALTO NETWORKS INC	Common Stock	$949K	0.4%Prev: 0.7%	2,800 SH	Decreased-3,300 SH
PARSONS CORP DEL	Common Stock	$4.8M	1.8%	58,189 SH	New
PAYPAL HLDGS INC	Common Stock	$27K	0.0%	458 SH	New
PHILIP MORRIS INTL INC	Common Stock	$253K	0.1%	2,500 SH	New
POOL CORP	Common Stock	$342K	0.1%Prev: 0.3%	1,112 SH	Decreased-563 SH
PRIMO WATER CORPORATION	Common Stock	$219K	0.1%	10,000 SH	New
PROCORE TECHNOLOGIES INC	Common Stock	$630K	0.2%Prev: 0.4%	9,500 SH	Decreased-3,500 SH
PTC INC	Common Stock	$872K	0.3%	4,800 SH	New
PULTE GROUP INC	Common Stock	$121K	0.0%	1,102 SH	New
QUALCOMM INC	Common Stock	$4.7M	1.8%Prev: 1.6%	23,685 SH	Increased-3,865 SH
QUANTA SVCS INC	Common Stock	$2.6M	1.0%Prev: 0.7%	10,157 SH	Increased+2,174 SH
RALPH LAUREN CORP	Common Stock	$18K	0.0%	104 SH	New
RAMBUS INC DEL	Common Stock	$4.0M	1.5%Prev: 2.6%	68,400 SH	Decreased-14,868 SH
RAYMOND JAMES FINL INC	Common Stock	$17K	0.0%	140 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$729K	0.3%Prev: 0.4%	2,650 SH	Decreased
S&P GLOBAL INC	Common Stock	$669K	0.3%Prev: 0.3%	1,500 SH	Increased-100 SH
SALESFORCE COM INC	Common Stock	$5.4M	2.1%Prev: 2.4%	21,011 SH	Increased-3,154 SH
SERVICENOW INC	Common Stock	$5.7M	2.2%Prev: 3.2%	7,277 SH	Decreased-4,461 SH
SHERWIN WILLIAMS CO	Common Stock	$1.3M	0.5%Prev: 0.7%	4,519 SH	Decreased-1,324 SH
SHOPIFY INC	Common Stock	$95K	0.0%	1,444 SH	New
SITIME CORP	Common Stock	$62K	0.0%Prev: 0.8%	500 SH	Decreased-14,286 SH
SYMBOTIC INC	Common Stock	$3.6M	1.4%	103,245 SH	New
SYNOPSYS INC	Common Stock	$1.1M	0.4%Prev: 0.4%	1,850 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$448K	0.2%Prev: 0.2%	2,580 SH	Decreased-1,920 SH
TARGA RES CORP	Common Stock	$9K	0.0%	73 SH	New
TEMPUR SEALY INTL INC	Common Stock	$222K	0.1%Prev: 0.1%	4,700 SH	Increased+700 SH
TESLA INC	Common Stock	$69K	0.0%	350 SH	New
TIDEWATER INC NEW	Common Stock	$21K	0.0%	225 SH	New
TOAST INC	Common Stock	$129K	0.0%Prev: 0.1%	5,000 SH	Decreased-3,155 SH
TOLL BROTHERS INC	Common Stock	$252K	0.1%	2,192 SH	New
TRADEWEB MKTS INC	Common Stock	$395K	0.2%	3,730 SH	New
UNION PAC CORP	Common Stock	$566K	0.2%Prev: 0.1%	2,500 SH	Increased+1,000 SH
UNITED RENTALS INC	Common Stock	$7K	0.0%	11 SH	New
UNITEDHEALTH GROUP INC	Common Stock	$1.0M	0.4%Prev: 0.0%	2,017 SH	Increased+1,891 SH
VEEVA SYS INC	Common Stock	$789K	0.3%Prev: 0.3%	4,310 SH	Increased+710 SH
VERISIGN INC	Common Stock	$178K	0.1%	1,000 SH	New
VERTEX PHARMACEUTICALS INC	Common Stock	$223K	0.1%	475 SH	New
VISA INC	Common Stock	$5.5M	2.1%Prev: 2.6%	20,869 SH	Increased-1,748 SH
VULCAN MATLS CO	Common Stock	$2.9M	1.1%Prev: 0.1%	11,721 SH	Increased+10,981 SH
WABTEC	Common Stock	$2.0M	0.8%Prev: 0.7%	12,748 SH	Increased-339 SH
WALMART INC	Common Stock	$231K	0.1%Prev: 0.0%	3,416 SH	Increased+2,881 SH
WASTE CONNECTIONS INC	Common Stock	$2.5M	0.9%Prev: 1.4%	14,103 SH	Decreased-5,850 SH
WASTE MGMT INC DEL	Common Stock	$864K	0.3%Prev: 0.3%	4,049 SH	Increased-44 SH
WELLS FARGO CO NEW	Common Stock	$383K	0.1%	6,445 SH	New
ZSCALER INC	Common Stock	$80K	0.0%	414 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $1.4M
AMBARELLA INC — $2.5M
BILL COM HLDGS INC — $14K
BLOOMIN BRANDS INC — $188K
BOSTON SCIENTIFIC CORP — $195K
CERUS CORP — $357K
COSTCO WHSL CORP NEW — $485K
DOXIMITY INC — $578K
DUOLINGO INC — $217K
DYNATRACE INC — $73K
ETSY INC — $1.0M
EVERI HLDGS INC — $2.6M
FIDELITY NATL INFORMATION SV — $1.0M
FIVE BELOW INC — $2.2M
FLUENCE ENERGY INC — $115K
FOX FACTORY HLDG CORP — $65K
IDEXX LABS INC — $402K
INSPIRE MED SYS INC — $149K
INSULET CORP — $3.3M
INTEGRAL AD SCIENCE HLDNG CO — $2.9M
… and 21 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