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: $130.8M87 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	Common Stock	$1.1M	0.8%	6,600 SH	New
ACCENTURE PLC IRELAND	Common Stock	$1.3M	1.0%	4,875 SH	New
ADVANCED MICRO DEVICES INC	Common Stock	$8.9M	6.8%Prev: 9.5%	136,950 SH	Decreased-87,149 SH
AGCO CORP	Common Stock	$305K	0.2%	2,200 SH	New
ALIGN TECHNOLOGY INC	Common Stock	$116K	0.1%Prev: 0.3%	550 SH	Decreased-950 SH
ALPHABET INC	Common Stock	$2.8M	2.1%Prev: 5.1%	31,080 SH	Decreased+25,092 SH
AMAZON COM INC	Common Stock	$3.6M	2.7%Prev: 4.2%	42,365 SH	Decreased+38,111 SH
AMBARELLA INC	Common Stock	$1.3M	1.0%	15,300 SH	New
APPLE INC	Common Stock	$351K	0.3%Prev: 0.5%	2,700 SH	Decreased-6,514 SH
AUTODESK INC	Common Stock	$579K	0.4%	3,100 SH	New
BILL COM HLDGS INC	Common Stock	$13K	0.0%	120 SH	New
BK OF AMERICA CORP	Common Stock	$3.0M	2.3%Prev: 0.0%	90,200 SH	Increased+88,303 SH
BLOOMIN BRANDS INC	Common Stock	$141K	0.1%	7,000 SH	New
BOSTON SCIENTIFIC CORP	Common Stock	$167K	0.1%Prev: 0.0%	3,600 SH	Increased+600 SH
CADENCE DESIGN SYSTEM INC	Common Stock	$578K	0.4%	3,600 SH	New
CERUS CORP	Common Stock	$529K	0.4%	145,000 SH	New
CLEAN HARBORS INC	Common Stock	$479K	0.4%	4,200 SH	New
COSTCO WHSL CORP NEW	Common Stock	$411K	0.3%Prev: 0.3%	900 SH	Decreased-727 SH
CSX CORP	Common Stock	$589K	0.5%Prev: 0.3%	19,000 SH	Decreased-8,950 SH
CYBERARK SOFTWARE LTD	Common Stock	$609K	0.5%	4,700 SH	New
DAVE & BUSTERS ENTMT INC	Common Stock	$354K	0.3%Prev: 0.1%	10,000 SH	Increased+5,000 SH
DEXCOM INC	Common Stock	$6.6M	5.1%Prev: 3.0%	58,710 SH	Decreased+39,849 SH
DOXIMITY INC	Common Stock	$571K	0.4%	17,000 SH	New
E L F BEAUTY INC	Common Stock	$102K	0.1%	1,850 SH	New
ETSY INC	Common Stock	$2.0M	1.6%Prev: 1.6%	17,010 SH	Decreased-8,109 SH
EVERI HLDGS INC	Common Stock	$2.8M	2.2%Prev: 1.9%	196,800 SH	Decreased-103,100 SH
EXTREME NETWORKS INC	Common Stock	$1.9M	1.5%	104,200 SH	New
FAIR ISAAC CORP	Common Stock	$299K	0.2%	500 SH	New
FEDERAL SIGNAL CORP	Common Stock	$488K	0.4%Prev: 0.1%	10,500 SH	Increased+5,500 SH
FIDELITY NATL INFORMATION SV	Common Stock	$1.5M	1.2%Prev: 1.6%	22,750 SH	Decreased-27,280 SH
FIVE BELOW INC	Common Stock	$2.8M	2.2%Prev: 0.5%	15,920 SH	Increased+8,267 SH
FLOOR & DECOR HLDGS INC	Common Stock	$49K	0.0%	700 SH	New
FOX FACTORY HLDG CORP	Common Stock	$55K	0.0%	600 SH	New
HOME DEPOT INC	Common Stock	$126K	0.1%Prev: 0.3%	400 SH	Decreased-1,883 SH
HUBSPOT INC	Common Stock	$17K	0.0%	60 SH	New
IDEXX LABS INC	Common Stock	$326K	0.2%	800 SH	New
INSULET CORP	Common Stock	$4.1M	3.1%Prev: 2.3%	13,885 SH	Decreased-15,465 SH
INTEGRAL AD SCIENCE HLDNG CO	Common Stock	$95K	0.1%	10,800 SH	New
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.3M	1.0%Prev: 0.6%	12,700 SH	Decreased-3,514 SH
INTUITIVE SURGICAL INC	Common Stock	$610K	0.5%Prev: 0.3%	2,300 SH	Decreased-691 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$7.1M	5.4%Prev: 3.8%	137,868 SH	Decreased-171,050 SH
LABORATORY CORP AMER HLDGS	Common Stock	$106K	0.1%Prev: 0.1%	450 SH	Decreased-550 SH
LATTICE SEMICONDUCTOR CORP	Common Stock	$91K	0.1%	1,400 SH	New
LAUDER ESTEE COS INC	Common Stock	$104K	0.1%	420 SH	New
LILLY ELI & CO	Common Stock	$1.8M	1.4%	5,030 SH	New
M D C HLDGS INC	Common Stock	$95K	0.1%Prev: 0.1%	3,000 SH	Decreased-1,860 SH
MARVELL TECHNOLOGY INC	Common Stock	$7.2M	5.5%Prev: 7.5%	194,550 SH	Decreased-98,311 SH
MASTERCARD INCORPORATED	Common Stock	$3.7M	2.8%Prev: 3.5%	10,510 SH	Decreased-22,300 SH
MATCH GROUP INC NEW	Common Stock	$1.6M	1.2%Prev: 2.0%	37,745 SH	Decreased-13,856 SH
META PLATFORMS INC	Common Stock	$1.2M	0.9%Prev: 1.3%	9,650 SH	Decreased-3,174 SH
MICRON TECHNOLOGY INC	Common Stock	$3.0M	2.3%Prev: 1.7%	60,850 SH	Decreased-450 SH
MICROSOFT CORP	Common Stock	$7.0M	5.4%Prev: 4.8%	29,209 SH	Decreased-19,229 SH
MONGODB INC	Common Stock	$6K	0.0%Prev: 0.0%	30 SH	Decreased-30 SH
MONOLITHIC PWR SYS INC	Common Stock	$145K	0.1%	410 SH	New
MOODYS CORP	Common Stock	$557K	0.4%Prev: 0.2%	2,000 SH	Decreased-138 SH
MSCI INC	Common Stock	$465K	0.4%Prev: 0.2%	1,000 SH	Decreased
NIKE INC	Common Stock	$527K	0.4%Prev: 0.5%	4,500 SH	Decreased-5,459 SH
NOV INC	Common Stock	$290K	0.2%	13,900 SH	New
NVIDIA CORPORATION	Common Stock	$6.7M	5.1%Prev: 8.9%	45,996 SH	Decreased-56,373 SH
OPEN LENDING CORP	Common Stock	$1.4M	1.0%Prev: 2.5%	202,150 SH	Decreased-180,600 SH
PENUMBRA INC	Common Stock	$51K	0.0%	230 SH	New
PLANET FITNESS INC	Common Stock	$481K	0.4%	6,100 SH	New
PROCORE TECHNOLOGIES INC	Common Stock	$613K	0.5%	13,000 SH	New
QUALCOMM INC	Common Stock	$3.4M	2.6%Prev: 2.5%	31,065 SH	Decreased-14,820 SH
RAMBUS INC DEL	Common Stock	$1.9M	1.5%	53,000 SH	New
RAPID7 INC	Common Stock	$1.2M	0.9%Prev: 1.8%	36,296 SH	Decreased-15,015 SH
REGENXBIO INC	Common Stock	$34K	0.0%Prev: 0.0%	1,500 SH	Decreased-3,000 SH
ROPER TECHNOLOGIES INC	Common Stock	$130K	0.1%Prev: 0.0%	300 SH	Decreased
S&P GLOBAL INC	Common Stock	$536K	0.4%Prev: 0.3%	1,600 SH	Decreased-864 SH
SALESFORCE COM INC	Common Stock	$3.3M	2.5%Prev: 3.7%	24,866 SH	Decreased-25,354 SH
SERVICENOW INC	Common Stock	$5.3M	4.1%Prev: 1.8%	13,680 SH	Decreased+4,311 SH
SHERWIN WILLIAMS CO	Common Stock	$1.3M	1.0%Prev: 0.3%	5,310 SH	Increased+2,155 SH
SITIME CORP	Common Stock	$2.2M	1.7%	22,105 SH	New
SNOWFLAKE INC	Common Stock	$589K	0.5%	4,100 SH	New
SYNOPSYS INC	Common Stock	$591K	0.5%	1,850 SH	New
TEMPUR SEALY INTL INC	Common Stock	$199K	0.2%	5,800 SH	New
ULTA BEAUTY INC	Common Stock	$103K	0.1%	220 SH	New
UNION PAC CORP	Common Stock	$311K	0.2%Prev: 1.8%	1,500 SH	Decreased-23,410 SH
VEEVA SYS INC	Common Stock	$581K	0.4%	3,600 SH	New
VISA INC	Common Stock	$4.0M	3.0%Prev: 2.9%	19,115 SH	Decreased-26,077 SH
WABTEC	Common Stock	$220K	0.2%	2,200 SH	New
WARNER MUSIC GROUP CORP	Common Stock	$357K	0.3%Prev: 0.1%	10,200 SH	Decreased
WASTE CONNECTIONS INC	Common Stock	$3.7M	2.8%Prev: 2.8%	27,945 SH	Decreased-43,269 SH
WASTE MGMT INC DEL	Common Stock	$486K	0.4%Prev: 0.3%	3,100 SH	Decreased-2,775 SH
WELLS FARGO CO NEW	Common Stock	$3.0M	2.3%Prev: 0.0%	71,500 SH	Increased+69,053 SH
YETI HLDGS INC	Common Stock	$48K	0.0%	1,150 SH	New
ZIPRECRUITER INC	Common Stock	$197K	0.2%Prev: 0.1%	12,000 SH	Increased+5,000 SH

Sold (vs prior filing)

AUTOZONE INC — $140K
AVALARA INC — $27K
BARRICK GOLD CORP — $109K
CARVANA CO — $6.3M
CATERPILLAR INC — $69K
CHEVRON CORP NEW — $124K
CONOCOPHILLIPS — $124K
DISNEY WALT CO — $156K
EOG RES INC — $57K
FEDEX CORP — $42K
FREEPORT-MCMORAN INC — $186K
GILEAD SCIENCES INC — $220K
ICU MED INC — $191K
ISHARES SILVER TR — $85K
ISHARES TR — $791K
JPMORGAN CHASE & CO — $128K
MARATHON PETE CORP — $34K
NEWMONT CORP — $152K
RINGCENTRAL INC — $10.6M
ROKU INC — $6.5M
… 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