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: $253.7M169 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	Common Stock	$122K	0.0%	3,400 SH	New
ABBVIE INC	Common Stock	$927K	0.4%Prev: 0.6%	5,310 SH	Decreased-1,290 SH
ADVANCED MICRO DEVICES INC	Common Stock	$9.9M	3.9%Prev: 6.9%	57,102 SH	Decreased-64,427 SH
AEROVIRONMENT INC	Common Stock	$1.9M	0.8%	13,100 SH	New
AFLAC INC	Common Stock	$19K	0.0%	230 SH	New
AGCO CORP	Common Stock	$321K	0.1%Prev: 0.7%	2,725 SH	Decreased-6,571 SH
ALIGN TECHNOLOGY INC	Common Stock	$346K	0.1%Prev: 0.1%	1,100 SH	Increased+550 SH
ALPHABET INC	Common Stock	$6.4M	2.5%Prev: 2.2%	43,964 SH	Increased+6,770 SH
AMAZON COM INC	Common Stock	$9.4M	3.7%Prev: 2.5%	54,585 SH	Increased+11,629 SH
AMBARELLA INC	Common Stock	$79K	0.0%Prev: 1.3%	1,623 SH	Decreased-27,405 SH
AMERISOURCEBERGEN CORP	Common Stock	$7K	0.0%	30 SH	New
AMGEN INC	Common Stock	$15K	0.0%	55 SH	New
ANSYS INC	Common Stock	$1.1M	0.4%	3,250 SH	New
ANTHEM INC	Common Stock	$16K	0.0%	32 SH	New
APPLE INC	Common Stock	$625K	0.2%Prev: 0.5%	3,801 SH	Decreased-1,541 SH
ARISTA NETWORKS INC	Common Stock	$209K	0.1%	750 SH	New
ARM HOLDINGS PLC	ADR	$5.7M	2.2%	47,560 SH	New
AUTODESK INC	Common Stock	$1.0M	0.4%Prev: 0.4%	4,118 SH	Increased+1,018 SH
AXON ENTERPRISE INC	Common Stock	$176K	0.1%	585 SH	New
AXONICS INC	Common Stock	$608K	0.2%	9,200 SH	New
BARRICK GOLD CORP	Common Stock	$781K	0.3%Prev: 0.2%	49,200 SH	Increased+31,565 SH
BILL COM HLDGS INC	Common Stock	$769K	0.3%Prev: 0.0%	11,664 SH	Increased+11,544 SH
BIOMARIN PHARMACEUTICAL INC	Common Stock	$79K	0.0%	940 SH	New
BK OF AMERICA CORP	Common Stock	$187K	0.1%	5,139 SH	New
BLOCK INC	Common Stock	$3.2M	1.3%Prev: 0.0%	39,555 SH	Increased+39,255 SH
BLOOMIN BRANDS INC	Common Stock	$261K	0.1%Prev: 0.1%	9,500 SH	Increased+2,500 SH
BOOT BARN HLDGS INC	Common Stock	$16K	0.0%	170 SH	New
BRUKER CORP	Common Stock	$90K	0.0%	1,000 SH	New
CADENCE DESIGN SYSTEM INC	Common Stock	$1.8M	0.7%Prev: 0.7%	5,911 SH	Increased-21 SH
CALLAWAY GOLF CO	Common Stock	$62K	0.0%Prev: 0.5%	4,000 SH	Decreased-38,144 SH
CAMTEK LTD	Common Stock	$145K	0.1%	1,800 SH	New
CANADIAN PACIFIC KANSAS CITY	Common Stock	$1.3M	0.5%	15,697 SH	New
CASELLA WASTE SYS INC	Common Stock	$303K	0.1%	3,200 SH	New
CATERPILLAR INC	Common Stock	$2.0M	0.8%Prev: 0.1%	5,581 SH	Increased+4,968 SH
CELSIUS HLDGS INC	Common Stock	$1.6M	0.6%	20,150 SH	New
CHENIERE ENERGY INC	Common Stock	$143K	0.1%	925 SH	New
CHEVRON CORP NEW	Common Stock	$13K	0.0%	85 SH	New
CHUBB LIMITED	Common Stock	$15K	0.0%	60 SH	New
CIGNA CORP NEW	Common Stock	$14K	0.0%	40 SH	New
CLEAN HARBORS INC	Common Stock	$4.0M	1.6%Prev: 0.4%	20,557 SH	Increased+16,181 SH
COCA COLA CO	Common Stock	$3.5M	1.4%	60,327 SH	New
CONOCOPHILLIPS	Common Stock	$1.1M	0.4%	8,910 SH	New
CONSTRUCTION PARTNERS INC	Common Stock	$4.2M	1.7%	78,076 SH	New
CROCS INC	Common Stock	$704K	0.3%	5,108 SH	New
CROWDSTRIKE HLDGS INC	Common Stock	$3.2M	1.3%	10,533 SH	New
CSX CORP	Common Stock	$651K	0.3%Prev: 0.3%	18,301 SH	Increased-699 SH
CYBERARK SOFTWARE LTD	Common Stock	$4.1M	1.6%Prev: 1.0%	16,290 SH	Increased+4,690 SH
DATADOG INC	Common Stock	$3.3M	1.3%Prev: 0.1%	27,677 SH	Increased+24,887 SH
DAVE & BUSTERS ENTMT INC	Common Stock	$600K	0.2%Prev: 0.2%	10,000 SH	Increased
DECKERS OUTDOOR CORP	Common Stock	$2.1M	0.8%Prev: 0.6%	2,300 SH	Increased
DEERE & CO	Common Stock	$217K	0.1%Prev: 0.6%	551 SH	Decreased-1,932 SH
DEVON ENERGY CORP NEW	Common Stock	$710K	0.3%	14,760 SH	New
DEXCOM INC	Common Stock	$5.8M	2.3%Prev: 3.6%	43,685 SH	Decreased-10,495 SH
DISNEY WALT CO	Common Stock	$15K	0.0%	125 SH	New
DOLLAR GEN CORP NEW	Common Stock	$10K	0.0%	70 SH	New
DUOLINGO INC	Common Stock	$199K	0.1%	940 SH	New
E L F BEAUTY INC	Common Stock	$3.8M	1.5%Prev: 0.9%	20,211 SH	Increased-382 SH
EAGLE MATLS INC	Common Stock	$15K	0.0%	56 SH	New
EMERSON ELEC CO	Common Stock	$990K	0.4%	9,100 SH	New
EOG RES INC	Common Stock	$1.3M	0.5%Prev: 0.4%	10,909 SH	Increased+4,479 SH
EXACT SCIENCES CORP	Common Stock	$305K	0.1%	4,600 SH	New
EXTREME NETWORKS INC	Common Stock	$1.1M	0.4%Prev: 1.7%	100,400 SH	Decreased-63,300 SH
FAIR ISAAC CORP	Common Stock	$335K	0.1%Prev: 0.2%	280 SH	Decreased-220 SH
FEDERAL SIGNAL CORP	Common Stock	$2.3M	0.9%Prev: 0.3%	28,828 SH	Increased+18,328 SH
FEDEX CORP	Common Stock	$264K	0.1%	951 SH	New
FIRST SOLAR INC	Common Stock	$15K	0.0%	94 SH	New
FISERV INC	Common Stock	$978K	0.4%	6,380 SH	New
FIVE BELOW INC	Common Stock	$435K	0.2%Prev: 1.5%	2,500 SH	Decreased-9,970 SH
FLYWIRE CORPORATION	Common Stock	$3.4M	1.4%	144,530 SH	New
FREEPORT-MCMORAN INC	Common Stock	$499K	0.2%Prev: 0.1%	11,064 SH	Increased+7,491 SH
FRESHPET INC	Common Stock	$589K	0.2%	5,300 SH	New
GRIFFON CORP	Common Stock	$1.4M	0.6%	20,250 SH	New
HALLIBURTON CO	Common Stock	$9K	0.0%	250 SH	New
HARTFORD FINL SVCS GROUP INC	Common Stock	$17K	0.0%	170 SH	New
HOME DEPOT INC	Common Stock	$483K	0.2%Prev: 0.1%	1,312 SH	Increased+912 SH
HUBSPOT INC	Common Stock	$1.4M	0.6%	2,375 SH	New
INGERSOLL RAND INC	Common Stock	$1.9M	0.8%Prev: 0.6%	21,403 SH	Increased+3,629 SH
INSPIRE MED SYS INC	Common Stock	$95K	0.0%	460 SH	New
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.3M	0.5%Prev: 0.8%	10,000 SH	Increased-2,700 SH
INTUITIVE SURGICAL INC	Common Stock	$6.1M	2.4%Prev: 0.5%	15,891 SH	Increased+12,641 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$2.6M	1.0%Prev: 3.8%	104,043 SH	Decreased-3,495 SH
JPMORGAN CHASE & CO	Common Stock	$455K	0.2%	2,367 SH	New
KINSALE CAP GROUP INC	Common Stock	$392K	0.2%	780 SH	New
LABORATORY CORP AMER HLDGS	Common Stock	$94K	0.0%Prev: 0.1%	450 SH	Decreased
LATTICE SEMICONDUCTOR CORP	Common Stock	$2.1M	0.8%Prev: 1.7%	28,570 SH	Decreased-2,600 SH
LAUDER ESTEE COS INC	Common Stock	$1.6M	0.6%Prev: 1.3%	10,809 SH	Decreased+1,922 SH
LIBERTY OILFIELD SVCS INC	Common Stock	$12K	0.0%	620 SH	New
LILLY ELI & CO	Common Stock	$1.2M	0.5%	1,573 SH	New
LINDE PLC	Common Stock	$1.3M	0.5%Prev: 1.5%	2,959 SH	Decreased-4,291 SH
LULULEMON ATHLETICA INC	Common Stock	$656K	0.3%	1,750 SH	New
M D C HLDGS INC	Common Stock	$181K	0.1%Prev: 0.1%	3,000 SH	Increased
MARATHON PETE CORP	Common Stock	$1.3M	0.5%	6,600 SH	New
MARTIN MARIETTA MATLS INC	Common Stock	$3.5M	1.4%Prev: 0.0%	5,870 SH	Increased+5,665 SH
MARVELL TECHNOLOGY INC	Common Stock	$10.1M	4.0%Prev: 5.3%	148,054 SH	Increased-64,646 SH
MASTERCARD INCORPORATED	Common Stock	$5.5M	2.2%Prev: 2.2%	11,998 SH	Increased+1,633 SH
META PLATFORMS INC	Common Stock	$714K	0.3%	1,534 SH	New
MICROCHIP TECHNOLOGY INC.	Common Stock	$1.5M	0.6%	18,000 SH	New
MICRON TECHNOLOGY INC	Common Stock	$4.6M	1.8%Prev: 2.0%	41,125 SH	Increased-14,325 SH
MICROSOFT CORP	Common Stock	$9.0M	3.5%Prev: 4.8%	22,234 SH	Increased-6,845 SH
MONDAY COM LTD	Common Stock	$183K	0.1%	845 SH	New
MONGODB INC	Common Stock	$10K	0.0%Prev: 0.0%	30 SH	Increased
MONOLITHIC PWR SYS INC	Common Stock	$3.6M	1.4%Prev: 1.7%	5,495 SH	Increased-305 SH
MONSTER BEVERAGE CORP NEW	Common Stock	$838K	0.3%	14,750 SH	New
MOODYS CORP	Common Stock	$264K	0.1%Prev: 0.2%	700 SH	Decreased-300 SH
MSCI INC	Common Stock	$537K	0.2%Prev: 0.2%	1,000 SH	Increased+300 SH
MURPHY USA INC	Common Stock	$1.3M	0.5%	3,238 SH	New
NATERA INC	Common Stock	$1.2M	0.5%	13,800 SH	New
NAVITAS SEMICONDUCTOR CORP	Common Stock	$1.1M	0.4%	240,300 SH	New
NEWMONT CORP	Common Stock	$290K	0.1%Prev: 0.1%	8,435 SH	Increased+6,064 SH
NIKE INC	Common Stock	$225K	0.1%Prev: 0.4%	2,500 SH	Decreased-3,000 SH
NORFOLK SOUTHN CORP	Common Stock	$106K	0.0%	432 SH	New
NORTHERN OIL AND GAS INC MN	Common Stock	$339K	0.1%	8,900 SH	New
NOV INC	Common Stock	$318K	0.1%Prev: 0.1%	17,000 SH	Increased+3,100 SH
NU HLDGS LTD	Common Stock	$142K	0.1%	12,400 SH	New
NVIDIA CORPORATION	Common Stock	$16.2M	6.4%Prev: 7.2%	18,712 SH	Increased-26,684 SH
NXP SEMICONDUCTORS N V	Common Stock	$15K	0.0%	63 SH	New
ON HLDG AG	Common Stock	$2.2M	0.9%	63,900 SH	New
ORACLE CORP	Common Stock	$14K	0.0%	118 SH	New
OREILLY AUTOMOTIVE INC	Common Stock	$541K	0.2%	500 SH	New
OWENS CORNING NEW	Common Stock	$8K	0.0%	50 SH	New
PALO ALTO NETWORKS INC	Common Stock	$891K	0.4%	3,270 SH	New
PARSONS CORP DEL	Common Stock	$4.5M	1.8%	57,163 SH	New
PAYPAL HLDGS INC	Common Stock	$19K	0.0%	292 SH	New
PHILIP MORRIS INTL INC	Common Stock	$220K	0.1%	2,500 SH	New
POOL CORP	Common Stock	$436K	0.2%Prev: 0.3%	1,126 SH	Decreased-174 SH
PRIMO WATER CORPORATION	Common Stock	$87K	0.0%	5,000 SH	New
PROCORE TECHNOLOGIES INC	Common Stock	$851K	0.3%Prev: 0.5%	10,800 SH	Increased-2,200 SH
PTC INC	Common Stock	$870K	0.3%	4,800 SH	New
PULTE GROUP INC	Common Stock	$127K	0.1%	1,102 SH	New
QUALCOMM INC	Common Stock	$3.7M	1.5%Prev: 2.1%	23,100 SH	Increased-5,385 SH
QUANTA SVCS INC	Common Stock	$2.6M	1.0%Prev: 0.7%	10,632 SH	Increased+3,210 SH
RALPH LAUREN CORP	Common Stock	$13K	0.0%	70 SH	New
RAMBUS INC DEL	Common Stock	$4.7M	1.9%Prev: 2.4%	79,589 SH	Increased-2,811 SH
RAYMOND JAMES FINL INC	Common Stock	$17K	0.0%	140 SH	New
REGENXBIO INC	Common Stock	$81K	0.0%Prev: 0.0%	4,000 SH	Increased+2,500 SH
ROCKWELL AUTOMATION INC	Common Stock	$740K	0.3%Prev: 0.4%	2,650 SH	Decreased
S&P GLOBAL INC	Common Stock	$612K	0.2%Prev: 0.3%	1,500 SH	Increased-100 SH
SALESFORCE COM INC	Common Stock	$6.5M	2.5%Prev: 2.6%	22,376 SH	Increased-240 SH
SERVICENOW INC	Common Stock	$6.8M	2.7%Prev: 3.1%	9,281 SH	Increased-2,874 SH
SHERWIN WILLIAMS CO	Common Stock	$1.5M	0.6%Prev: 0.7%	4,543 SH	Increased-767 SH
SHOPIFY INC	Common Stock	$162K	0.1%	2,202 SH	New
SITIME CORP	Common Stock	$45K	0.0%Prev: 1.1%	500 SH	Decreased-13,125 SH
SNOWFLAKE INC	Common Stock	$79K	0.0%Prev: 0.5%	512 SH	Decreased-5,108 SH
SYMBOTIC INC	Common Stock	$4.5M	1.8%	104,069 SH	New
SYNOPSYS INC	Common Stock	$1.0M	0.4%Prev: 0.4%	1,850 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$326K	0.1%Prev: 0.3%	2,500 SH	Decreased-3,500 SH
TAKE-TWO INTERACTIVE SOFTWAR	Common Stock	$89K	0.0%	625 SH	New
TEMPUR SEALY INTL INC	Common Stock	$256K	0.1%Prev: 0.1%	4,700 SH	Increased+700 SH
TIDEWATER INC NEW	Common Stock	$18K	0.0%	208 SH	New
TIMKEN CO	Common Stock	$7K	0.0%	85 SH	New
TOAST INC	Common Stock	$119K	0.0%	5,000 SH	New
TOLL BROTHERS INC	Common Stock	$274K	0.1%	2,210 SH	New
TRADEWEB MKTS INC	Common Stock	$100K	0.0%	1,000 SH	New
ULTA BEAUTY INC	Common Stock	$8K	0.0%Prev: 0.2%	15 SH	Decreased-665 SH
UNION PAC CORP	Common Stock	$849K	0.3%Prev: 0.2%	3,600 SH	Increased+2,100 SH
UNITED RENTALS INC	Common Stock	$9K	0.0%	13 SH	New
UNITEDHEALTH GROUP INC	Common Stock	$881K	0.3%	1,858 SH	New
VALARIS LIMITED	Common Stock	$7K	0.0%	100 SH	New
VEEVA SYS INC	Common Stock	$957K	0.4%Prev: 0.4%	4,310 SH	Increased+710 SH
VERISIGN INC	Common Stock	$182K	0.1%	1,000 SH	New
VERTEX PHARMACEUTICALS INC	Common Stock	$142K	0.1%	355 SH	New
VISA INC	Common Stock	$6.5M	2.6%Prev: 2.5%	24,248 SH	Increased+4,637 SH
VULCAN MATLS CO	Common Stock	$3.1M	1.2%Prev: 0.0%	11,721 SH	Increased+11,295 SH
WABTEC	Common Stock	$1.7M	0.7%Prev: 0.7%	12,448 SH	Increased+625 SH
WALMART INC	Common Stock	$176K	0.1%	3,054 SH	New
WASTE CONNECTIONS INC	Common Stock	$2.3M	0.9%Prev: 1.5%	13,946 SH	Decreased-4,823 SH
WASTE MGMT INC DEL	Common Stock	$832K	0.3%Prev: 0.3%	4,071 SH	Increased+511 SH
WELLS FARGO CO NEW	Common Stock	$364K	0.1%	6,551 SH	New
ZSCALER INC	Common Stock	$1.7M	0.7%	9,383 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $1.2M
BOSTON SCIENTIFIC CORP — $179K
CERUS CORP — $407K
COSTCO WHSL CORP NEW — $442K
DOXIMITY INC — $530K
ETSY INC — $1.3M
EVERI HLDGS INC — $3.0M
FIDELITY NATL INFORMATION SV — $1.0M
FLOOR & DECOR HLDGS INC — $66K
FOX FACTORY HLDG CORP — $71K
IDEXX LABS INC — $395K
INSULET CORP — $3.6M
INTEGRAL AD SCIENCE HLDNG CO — $2.2M
MATCH GROUP INC NEW — $555K
MOBILEYE GLOBAL INC — $1.8M
NEOGEN CORP — $1.4M
OPEN LENDING CORP — $1.4M
PENUMBRA INC — $64K
PLANET FITNESS INC — $2.3M
RAPID7 INC — $2.0M
… and 7 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