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: $172.4M105 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	Common Stock	$1.0M	0.6%Prev: 0.8%	6,600 SH	Decreased-3,400 SH
ACCENTURE PLC IRELAND	Common Stock	$1.2M	0.7%Prev: 0.8%	4,395 SH	Decreased-805 SH
ADVANCED MICRO DEVICES INC	Common Stock	$11.9M	6.9%Prev: 6.6%	121,529 SH	Decreased-6,285 SH
AGCO CORP	Common Stock	$1.2M	0.7%	9,296 SH	New
ALIGN TECHNOLOGY INC	Common Stock	$172K	0.1%Prev: 0.4%	550 SH	Decreased-1,250 SH
ALPHABET INC	Common Stock	$3.8M	2.2%Prev: 5.0%	37,194 SH	Decreased+33,408 SH
AMAZON COM INC	Common Stock	$4.4M	2.5%Prev: 4.2%	42,956 SH	Decreased+40,252 SH
AMBARELLA INC	Common Stock	$2.2M	1.3%	29,028 SH	New
APPLE INC	Common Stock	$867K	0.5%Prev: 0.4%	5,342 SH	Increased+384 SH
AUTODESK INC	Common Stock	$625K	0.4%	3,100 SH	New
BARRICK GOLD CORP	Common Stock	$328K	0.2%Prev: 0.1%	17,635 SH	Increased+9,996 SH
BILL COM HLDGS INC	Common Stock	$9K	0.0%Prev: 0.0%	120 SH	Decreased
BLOCK INC	Common Stock	$21K	0.0%	300 SH	New
BLOOMIN BRANDS INC	Common Stock	$179K	0.1%Prev: 0.1%	7,000 SH	Decreased-3,000 SH
BOSTON SCIENTIFIC CORP	Common Stock	$179K	0.1%Prev: 0.1%	3,600 SH	Increased
CADENCE DESIGN SYSTEM INC	Common Stock	$1.2M	0.7%	5,932 SH	New
CALLAWAY GOLF CO	Common Stock	$892K	0.5%	42,144 SH	New
CATERPILLAR INC	Common Stock	$138K	0.1%Prev: 0.1%	613 SH	Increased+62 SH
CERUS CORP	Common Stock	$407K	0.2%	145,000 SH	New
CLEAN HARBORS INC	Common Stock	$607K	0.4%Prev: 0.1%	4,376 SH	Increased+1,976 SH
COSTCO WHSL CORP NEW	Common Stock	$442K	0.3%Prev: 0.3%	900 SH	Decreased-200 SH
CSX CORP	Common Stock	$561K	0.3%Prev: 0.4%	19,000 SH	Decreased-950 SH
CYBERARK SOFTWARE LTD	Common Stock	$1.6M	1.0%	11,600 SH	New
DATADOG INC	Common Stock	$189K	0.1%	2,790 SH	New
DAVE & BUSTERS ENTMT INC	Common Stock	$365K	0.2%Prev: 0.1%	10,000 SH	Increased+4,000 SH
DECKERS OUTDOOR CORP	Common Stock	$1.0M	0.6%	2,300 SH	New
DEERE & CO	Common Stock	$1.0M	0.6%	2,483 SH	New
DEXCOM INC	Common Stock	$6.2M	3.6%Prev: 4.1%	54,180 SH	Decreased+37,269 SH
DOXIMITY INC	Common Stock	$530K	0.3%	17,000 SH	New
E L F BEAUTY INC	Common Stock	$1.6M	0.9%	20,593 SH	New
EOG RES INC	Common Stock	$730K	0.4%	6,430 SH	New
ETSY INC	Common Stock	$1.3M	0.8%Prev: 1.2%	12,100 SH	Decreased-9,070 SH
EVERI HLDGS INC	Common Stock	$3.0M	1.7%Prev: 2.0%	177,050 SH	Decreased-28,450 SH
EXTREME NETWORKS INC	Common Stock	$3.0M	1.7%	163,700 SH	New
FAIR ISAAC CORP	Common Stock	$348K	0.2%	500 SH	New
FEDERAL SIGNAL CORP	Common Stock	$560K	0.3%Prev: 0.1%	10,500 SH	Increased+4,500 SH
FIDELITY NATL INFORMATION SV	Common Stock	$1.0M	0.6%Prev: 1.2%	20,000 SH	Decreased-6,300 SH
FIVE BELOW INC	Common Stock	$2.5M	1.5%Prev: 2.1%	12,470 SH	Decreased-15,483 SH
FLOOR & DECOR HLDGS INC	Common Stock	$66K	0.0%	700 SH	New
FOX FACTORY HLDG CORP	Common Stock	$71K	0.0%	600 SH	New
FREEPORT-MCMORAN INC	Common Stock	$144K	0.1%Prev: 0.1%	3,573 SH	Decreased-2,514 SH
HOME DEPOT INC	Common Stock	$114K	0.1%Prev: 0.2%	400 SH	Decreased-1,174 SH
IDEXX LABS INC	Common Stock	$395K	0.2%	800 SH	New
INGERSOLL RAND INC	Common Stock	$1.0M	0.6%	17,774 SH	New
INSULET CORP	Common Stock	$3.6M	2.1%Prev: 2.7%	11,480 SH	Decreased-9,570 SH
INTEGRAL AD SCIENCE HLDNG CO	Common Stock	$2.2M	1.3%	156,800 SH	New
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.3M	0.8%Prev: 0.9%	12,700 SH	Decreased-1,714 SH
INTUITIVE SURGICAL INC	Common Stock	$817K	0.5%Prev: 0.4%	3,250 SH	Decreased+250 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$6.6M	3.8%Prev: 3.6%	107,538 SH	Decreased-82,930 SH
LABORATORY CORP AMER HLDGS	Common Stock	$101K	0.1%Prev: 0.1%	450 SH	Decreased-300 SH
LATTICE SEMICONDUCTOR CORP	Common Stock	$2.9M	1.7%	31,170 SH	New
LAUDER ESTEE COS INC	Common Stock	$2.2M	1.3%	8,887 SH	New
LINDE PLC	Common Stock	$2.5M	1.5%	7,250 SH	New
M D C HLDGS INC	Common Stock	$114K	0.1%Prev: 0.1%	3,000 SH	Decreased-1,860 SH
MARTIN MARIETTA MATLS INC	Common Stock	$72K	0.0%	205 SH	New
MARVELL TECHNOLOGY INC	Common Stock	$9.2M	5.3%Prev: 7.4%	212,700 SH	Decreased-4,595 SH
MASTERCARD INCORPORATED	Common Stock	$3.7M	2.2%Prev: 3.7%	10,365 SH	Decreased-11,250 SH
MATCH GROUP INC NEW	Common Stock	$555K	0.3%Prev: 2.4%	14,750 SH	Decreased-31,820 SH
MICRON TECHNOLOGY INC	Common Stock	$3.5M	2.0%Prev: 1.5%	55,450 SH	Increased+15,450 SH
MICROSOFT CORP	Common Stock	$8.3M	4.8%Prev: 5.1%	29,079 SH	Decreased-5,674 SH
MOBILEYE GLOBAL INC	Common Stock	$1.8M	1.1%	44,250 SH	New
MONGODB INC	Common Stock	$7K	0.0%Prev: 0.0%	30 SH	Decreased-50 SH
MONOLITHIC PWR SYS INC	Common Stock	$2.9M	1.7%	5,800 SH	New
MOODYS CORP	Common Stock	$301K	0.2%Prev: 0.3%	1,000 SH	Decreased-1,000 SH
MSCI INC	Common Stock	$384K	0.2%Prev: 0.3%	700 SH	Decreased-700 SH
NEOGEN CORP	Common Stock	$1.4M	0.8%	78,400 SH	New
NEWMONT CORP	Common Stock	$116K	0.1%Prev: 0.1%	2,371 SH	Decreased-667 SH
NIKE INC	Common Stock	$661K	0.4%Prev: 0.3%	5,500 SH	Increased+798 SH
NOV INC	Common Stock	$252K	0.1%	13,900 SH	New
NVIDIA CORPORATION	Common Stock	$12.4M	7.2%Prev: 8.2%	45,396 SH	Decreased-18,266 SH
OPEN LENDING CORP	Common Stock	$1.4M	0.8%Prev: 1.9%	202,150 SH	Decreased-7,200 SH
PENUMBRA INC	Common Stock	$64K	0.0%	230 SH	New
PLANET FITNESS INC	Common Stock	$2.3M	1.4%	30,339 SH	New
POOL CORP	Common Stock	$436K	0.3%	1,300 SH	New
PROCORE TECHNOLOGIES INC	Common Stock	$791K	0.5%	13,000 SH	New
QUALCOMM INC	Common Stock	$3.6M	2.1%Prev: 2.3%	28,485 SH	Decreased-3,500 SH
QUANTA SVCS INC	Common Stock	$1.2M	0.7%	7,422 SH	New
RAMBUS INC DEL	Common Stock	$4.2M	2.4%	82,400 SH	New
RAPID7 INC	Common Stock	$2.0M	1.2%Prev: 2.2%	48,416 SH	Decreased+6,950 SH
REGENXBIO INC	Common Stock	$27K	0.0%Prev: 0.1%	1,500 SH	Decreased-3,000 SH
ROCKWELL AUTOMATION INC	Common Stock	$762K	0.4%	2,650 SH	New
ROPER TECHNOLOGIES INC	Common Stock	$131K	0.1%Prev: 0.1%	300 SH	Decreased
S&P GLOBAL INC	Common Stock	$546K	0.3%Prev: 0.4%	1,600 SH	Decreased-300 SH
SALESFORCE COM INC	Common Stock	$4.4M	2.6%Prev: 3.4%	22,616 SH	Decreased-10,795 SH
SEALED AIR CORP NEW	Common Stock	$821K	0.5%	18,500 SH	New
SERVICENOW INC	Common Stock	$5.3M	3.1%Prev: 1.9%	12,155 SH	Increased+5,125 SH
SHERWIN WILLIAMS CO	Common Stock	$1.2M	0.7%Prev: 0.7%	5,310 SH	Decreased-780 SH
SITIME CORP	Common Stock	$1.9M	1.1%	13,625 SH	New
SNOWFLAKE INC	Common Stock	$799K	0.5%	5,620 SH	New
STRYKER CORPORATION	Common Stock	$1.0M	0.6%	3,650 SH	New
SYNOPSYS INC	Common Stock	$695K	0.4%	1,850 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$555K	0.3%	6,000 SH	New
TEMPUR SEALY INTL INC	Common Stock	$155K	0.1%Prev: 0.1%	4,000 SH	Decreased-4,000 SH
ULTA BEAUTY INC	Common Stock	$365K	0.2%	680 SH	New
UNION PAC CORP	Common Stock	$298K	0.2%Prev: 2.0%	1,500 SH	Decreased-14,372 SH
VEEVA SYS INC	Common Stock	$645K	0.4%	3,600 SH	New
VISA INC	Common Stock	$4.4M	2.5%Prev: 3.1%	19,611 SH	Decreased-9,747 SH
VULCAN MATLS CO	Common Stock	$72K	0.0%	426 SH	New
WABTEC	Common Stock	$1.2M	0.7%	11,823 SH	New
WARNER MUSIC GROUP CORP	Common Stock	$335K	0.2%Prev: 0.2%	10,200 SH	Decreased
WASTE CONNECTIONS INC	Common Stock	$2.6M	1.5%Prev: 2.5%	18,769 SH	Decreased-18,692 SH
WASTE MGMT INC DEL	Common Stock	$575K	0.3%Prev: 0.4%	3,560 SH	Decreased-2,215 SH
XPONENTIAL FITNESS INC	Common Stock	$24K	0.0%	825 SH	New
YETI HLDGS INC	Common Stock	$45K	0.0%	1,150 SH	New
ZIPRECRUITER INC	Common Stock	$184K	0.1%Prev: 0.1%	12,000 SH	Decreased+3,250 SH

Sold (vs prior filing)

AUTOZONE INC — $137K
BK OF AMERICA CORP — $3.5M
CARVANA CO — $2.6M
CHENIERE ENERGY INC — $102K
CHEVRON CORP NEW — $57K
CONOCOPHILLIPS — $58K
FEDEX CORP — $37K
GILEAD SCIENCES INC — $178K
ICU MED INC — $125K
LILLY ELI & CO — $1.8M
LULULEMON ATHLETICA INC — $1.5M
META PLATFORMS INC — $2.1M
RINGCENTRAL INC — $3.6M
SHOPIFY INC — $4.3M
WELLS FARGO CO NEW — $3.5M

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