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: $209.2M120 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	Common Stock	$889K	0.4%Prev: 1.0%	6,600 SH	Decreased-3,400 SH
ACCENTURE PLC IRELAND	Common Stock	$1.4M	0.6%Prev: 0.9%	4,395 SH	Increased-480 SH
ADVANCED MICRO DEVICES INC	Common Stock	$12.1M	5.8%Prev: 6.5%	105,950 SH	Increased-27,200 SH
AGCO CORP	Common Stock	$1.3M	0.6%	9,978 SH	New
ALIGN TECHNOLOGY INC	Common Stock	$477K	0.2%Prev: 0.3%	1,350 SH	Increased-450 SH
ALPHABET INC	Common Stock	$4.3M	2.1%Prev: 5.6%	35,505 SH	Decreased+31,542 SH
AMAZON COM INC	Common Stock	$5.9M	2.8%Prev: 3.7%	45,259 SH	Increased-8,281 SH
AMBARELLA INC	Common Stock	$2.5M	1.2%	29,823 SH	New
APPLE INC	Common Stock	$1.1M	0.5%Prev: 0.2%	5,502 SH	Increased+3,502 SH
AUTODESK INC	Common Stock	$695K	0.3%	3,398 SH	New
BARRICK GOLD CORP	Common Stock	$449K	0.2%Prev: 0.1%	26,558 SH	Increased+18,919 SH
BILL COM HLDGS INC	Common Stock	$14K	0.0%Prev: 0.0%	120 SH	Increased
BLOCK INC	Common Stock	$20K	0.0%	300 SH	New
BLOOMIN BRANDS INC	Common Stock	$188K	0.1%Prev: 0.1%	7,000 SH	Increased-3,000 SH
BOSTON SCIENTIFIC CORP	Common Stock	$195K	0.1%Prev: 0.1%	3,600 SH	Increased
CADENCE DESIGN SYSTEM INC	Common Stock	$1.5M	0.7%	6,319 SH	New
CALLAWAY GOLF CO	Common Stock	$1.1M	0.5%	53,046 SH	New
CATERPILLAR INC	Common Stock	$125K	0.1%	507 SH	New
CELSIUS HLDGS INC	Common Stock	$145K	0.1%	970 SH	New
CERUS CORP	Common Stock	$357K	0.2%	145,000 SH	New
CLEAN HARBORS INC	Common Stock	$833K	0.4%Prev: 0.1%	5,067 SH	Increased+2,667 SH
COSTCO WHSL CORP NEW	Common Stock	$485K	0.2%Prev: 0.4%	900 SH	Decreased-300 SH
CSX CORP	Common Stock	$672K	0.3%Prev: 0.4%	19,713 SH	Increased+713 SH
CYBERARK SOFTWARE LTD	Common Stock	$1.8M	0.9%	11,600 SH	New
DATADOG INC	Common Stock	$274K	0.1%	2,790 SH	New
DAVE & BUSTERS ENTMT INC	Common Stock	$490K	0.2%Prev: 0.1%	11,000 SH	Increased+5,000 SH
DECKERS OUTDOOR CORP	Common Stock	$1.2M	0.6%	2,300 SH	New
DEERE & CO	Common Stock	$1.0M	0.5%	2,469 SH	New
DEXCOM INC	Common Stock	$7.0M	3.3%Prev: 3.1%	54,180 SH	Increased-10,200 SH
DOXIMITY INC	Common Stock	$578K	0.3%	17,000 SH	New
DUOLINGO INC	Common Stock	$217K	0.1%	1,515 SH	New
DYNATRACE INC	Common Stock	$73K	0.0%	1,425 SH	New
E L F BEAUTY INC	Common Stock	$2.4M	1.1%	20,593 SH	New
EOG RES INC	Common Stock	$1.4M	0.7%	11,982 SH	New
ETSY INC	Common Stock	$1.0M	0.5%Prev: 1.0%	12,100 SH	Decreased-9,070 SH
EVERI HLDGS INC	Common Stock	$2.6M	1.2%Prev: 2.2%	177,050 SH	Decreased-28,450 SH
EXTREME NETWORKS INC	Common Stock	$4.3M	2.0%	163,700 SH	New
FAIR ISAAC CORP	Common Stock	$283K	0.1%	350 SH	New
FEDERAL SIGNAL CORP	Common Stock	$672K	0.3%Prev: 0.1%	10,500 SH	Increased+4,500 SH
FEDEX CORP	Common Stock	$176K	0.1%	711 SH	New
FIDELITY NATL INFORMATION SV	Common Stock	$1.0M	0.5%Prev: 1.5%	18,950 SH	Decreased-5,800 SH
FIVE BELOW INC	Common Stock	$2.2M	1.0%Prev: 1.7%	10,970 SH	Decreased-13,003 SH
FLUENCE ENERGY INC	Common Stock	$115K	0.1%	4,300 SH	New
FLYWIRE CORPORATION	Common Stock	$148K	0.1%	4,770 SH	New
FOX FACTORY HLDG CORP	Common Stock	$65K	0.0%	600 SH	New
FREEPORT-MCMORAN INC	Common Stock	$212K	0.1%	5,299 SH	New
HOME DEPOT INC	Common Stock	$413K	0.2%Prev: 0.1%	1,330 SH	Increased+630 SH
HUBSPOT INC	Common Stock	$1.3M	0.6%Prev: 0.0%	2,395 SH	Increased+2,335 SH
IDEXX LABS INC	Common Stock	$402K	0.2%	800 SH	New
INGERSOLL RAND INC	Common Stock	$1.3M	0.6%	19,310 SH	New
INSPIRE MED SYS INC	Common Stock	$149K	0.1%	460 SH	New
INSULET CORP	Common Stock	$3.3M	1.6%Prev: 2.9%	11,480 SH	Decreased-9,570 SH
INTEGRAL AD SCIENCE HLDNG CO	Common Stock	$2.9M	1.4%	160,040 SH	New
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.3M	0.6%Prev: 0.8%	11,500 SH	Decreased-2,500 SH
INTUITIVE SURGICAL INC	Common Stock	$3.1M	1.5%Prev: 0.4%	8,950 SH	Increased+5,950 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$6.7M	3.2%Prev: 4.6%	108,433 SH	Decreased-82,035 SH
LABORATORY CORP AMER HLDGS	Common Stock	$109K	0.1%Prev: 0.1%	450 SH	Decreased-300 SH
LAMB WESTON HLDGS INC	Common Stock	$221K	0.1%	1,925 SH	New
LATTICE SEMICONDUCTOR CORP	Common Stock	$3.0M	1.4%	31,170 SH	New
LAUDER ESTEE COS INC	Common Stock	$1.7M	0.8%	8,539 SH	New
LINDE PLC	Common Stock	$2.8M	1.3%	7,250 SH	New
M D C HLDGS INC	Common Stock	$140K	0.1%Prev: 0.1%	3,000 SH	Increased
MARTIN MARIETTA MATLS INC	Common Stock	$252K	0.1%	545 SH	New
MARVELL TECHNOLOGY INC	Common Stock	$11.6M	5.5%Prev: 6.0%	193,775 SH	Increased-21,925 SH
MASTERCARD INCORPORATED	Common Stock	$5.1M	2.4%Prev: 4.3%	12,940 SH	Decreased-8,495 SH
MATCH GROUP INC NEW	Common Stock	$617K	0.3%Prev: 1.9%	14,750 SH	Decreased-28,695 SH
MERCADOLIBRE INC	Common Stock	$216K	0.1%	182 SH	New
MICRON TECHNOLOGY INC	Common Stock	$3.3M	1.6%Prev: 3.4%	52,150 SH	Decreased-44,350 SH
MICROSOFT CORP	Common Stock	$10.0M	4.8%Prev: 5.9%	29,221 SH	Increased-6,428 SH
MOBILEYE GLOBAL INC	Common Stock	$3.0M	1.4%	77,330 SH	New
MONGODB INC	Common Stock	$12K	0.0%Prev: 0.0%	30 SH	Decreased-50 SH
MONOLITHIC PWR SYS INC	Common Stock	$3.1M	1.5%	5,800 SH	New
MOODYS CORP	Common Stock	$348K	0.2%Prev: 0.3%	1,000 SH	Decreased-1,000 SH
MSCI INC	Common Stock	$329K	0.2%Prev: 0.4%	700 SH	Decreased-700 SH
NATERA INC	Common Stock	$136K	0.1%	2,800 SH	New
NEOGEN CORP	Common Stock	$1.8M	0.9%	82,000 SH	New
NEWMONT CORP	Common Stock	$151K	0.1%Prev: 0.1%	3,539 SH	Decreased+501 SH
NIKE INC	Common Stock	$607K	0.3%Prev: 0.3%	5,500 SH	Increased+1,000 SH
NORFOLK SOUTHN CORP	Common Stock	$2.5M	1.2%	10,936 SH	New
NOV INC	Common Stock	$223K	0.1%	13,900 SH	New
NVIDIA CORPORATION	Common Stock	$18.1M	8.6%Prev: 5.9%	42,759 SH	Increased-18,247 SH
OPEN LENDING CORP	Common Stock	$2.2M	1.1%Prev: 1.3%	210,900 SH	Increased+8,750 SH
PALO ALTO NETWORKS INC	Common Stock	$1.6M	0.7%	6,100 SH	New
PENUMBRA INC	Common Stock	$79K	0.0%	230 SH	New
PLANET FITNESS INC	Common Stock	$2.2M	1.0%	31,958 SH	New
POOL CORP	Common Stock	$628K	0.3%	1,675 SH	New
PROCORE TECHNOLOGIES INC	Common Stock	$846K	0.4%	13,000 SH	New
QUALCOMM INC	Common Stock	$3.3M	1.6%Prev: 2.6%	27,550 SH	Decreased-4,435 SH
QUANTA SVCS INC	Common Stock	$1.6M	0.7%	7,983 SH	New
RAMBUS INC DEL	Common Stock	$5.3M	2.6%	83,268 SH	New
RAPID7 INC	Common Stock	$2.2M	1.0%Prev: 1.7%	48,416 SH	Decreased+8,135 SH
REGENXBIO INC	Common Stock	$30K	0.0%Prev: 0.1%	1,500 SH	Decreased-3,000 SH
ROCKWELL AUTOMATION INC	Common Stock	$873K	0.4%	2,650 SH	New
ROPER TECHNOLOGIES INC	Common Stock	$144K	0.1%Prev: 0.1%	300 SH	Increased
S&P GLOBAL INC	Common Stock	$641K	0.3%Prev: 0.4%	1,600 SH	Increased-300 SH
SALESFORCE COM INC	Common Stock	$5.1M	2.4%Prev: 3.3%	24,165 SH	Increased-6,746 SH
SEALED AIR CORP NEW	Common Stock	$740K	0.4%	18,500 SH	New
SERVICENOW INC	Common Stock	$6.6M	3.2%Prev: 4.4%	11,738 SH	Decreased-2,517 SH
SHERWIN WILLIAMS CO	Common Stock	$1.6M	0.7%Prev: 0.8%	5,843 SH	Increased+533 SH
SHOCKWAVE MED INC	Common Stock	$71K	0.0%	250 SH	New
SITIME CORP	Common Stock	$1.7M	0.8%	14,786 SH	New
SNOWFLAKE INC	Common Stock	$21K	0.0%Prev: 0.0%	120 SH	Increased+10 SH
STRYKER CORPORATION	Common Stock	$1.1M	0.5%	3,650 SH	New
SYNOPSYS INC	Common Stock	$806K	0.4%	1,850 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$454K	0.2%	4,500 SH	New
TEMPUR SEALY INTL INC	Common Stock	$160K	0.1%Prev: 0.1%	4,000 SH	Decreased-4,000 SH
TOAST INC	Common Stock	$184K	0.1%	8,155 SH	New
ULTA BEAUTY INC	Common Stock	$320K	0.2%	680 SH	New
UNION PAC CORP	Common Stock	$307K	0.1%Prev: 2.1%	1,500 SH	Decreased-13,490 SH
UNITEDHEALTH GROUP INC	Common Stock	$61K	0.0%	126 SH	New
VEEVA SYS INC	Common Stock	$712K	0.3%	3,600 SH	New
VISA INC	Common Stock	$5.4M	2.6%Prev: 3.8%	22,617 SH	Decreased-7,665 SH
VULCAN MATLS CO	Common Stock	$167K	0.1%	740 SH	New
WABTEC	Common Stock	$1.4M	0.7%	13,087 SH	New
WALMART INC	Common Stock	$84K	0.0%	535 SH	New
WASTE CONNECTIONS INC	Common Stock	$2.9M	1.4%Prev: 2.8%	19,953 SH	Decreased-15,433 SH
WASTE MGMT INC DEL	Common Stock	$710K	0.3%Prev: 0.4%	4,093 SH	Increased-277 SH
XPONENTIAL FITNESS INC	Common Stock	$1.2M	0.6%	71,000 SH	New
YETI HLDGS INC	Common Stock	$45K	0.0%	1,150 SH	New
ZIPRECRUITER INC	Common Stock	$213K	0.1%Prev: 0.1%	12,000 SH	Increased+3,250 SH

Sold (vs prior filing)

BK OF AMERICA CORP — $2.6M
CARVANA CO — $497K
CHENIERE ENERGY INC — $147K
GILEAD SCIENCES INC — $185K
LILLY ELI & CO — $1.9M
LULULEMON ATHLETICA INC — $1.1M
META PLATFORMS INC — $1.6M
RINGCENTRAL INC — $1.6M
SHOPIFY INC — $2.0M
WARNER MUSIC GROUP CORP — $248K
WELLS FARGO CO NEW — $2.8M

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