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: $211.6M72 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	Common Stock	$1.6M	0.8%	10,000 SH	New
ACCENTURE PLC IRELAND	Common Stock	$1.8M	0.8%	5,200 SH	New
ADVANCED MICRO DEVICES INC	Common Stock	$14.0M	6.6%Prev: 11.0%	127,814 SH	Decreased-420,857 SH
ALIGN TECHNOLOGY INC	Common Stock	$785K	0.4%	1,800 SH	New
ALPHABET INC	Common Stock	$10.6M	5.0%Prev: 3.6%	3,786 SH	Decreased-3,000 SH
AMAZON COM INC	Common Stock	$8.8M	4.2%Prev: 5.0%	2,704 SH	Decreased-3,641 SH
APPLE INC	Common Stock	$866K	0.4%Prev: 0.4%	4,958 SH	Decreased-7,115 SH
AUTOZONE INC	Common Stock	$137K	0.1%Prev: 0.0%	67 SH	Increased
BARRICK GOLD CORP	Common Stock	$187K	0.1%Prev: 0.0%	7,639 SH	Increased+724 SH
BILL COM HLDGS INC	Common Stock	$27K	0.0%	120 SH	New
BK OF AMERICA CORP	Common Stock	$3.5M	1.7%Prev: 0.0%	85,047 SH	Increased+82,993 SH
BLOOMIN BRANDS INC	Common Stock	$219K	0.1%	10,000 SH	New
BOSTON SCIENTIFIC CORP	Common Stock	$159K	0.1%Prev: 0.0%	3,600 SH	Increased+600 SH
CARVANA CO	Common Stock	$2.6M	1.2%	22,030 SH	New
CATERPILLAR INC	Common Stock	$123K	0.1%Prev: 0.0%	551 SH	Increased+146 SH
CHENIERE ENERGY INC	Common Stock	$102K	0.0%	738 SH	New
CHEVRON CORP NEW	Common Stock	$57K	0.0%Prev: 0.0%	347 SH	Decreased-814 SH
CLEAN HARBORS INC	Common Stock	$268K	0.1%	2,400 SH	New
CONOCOPHILLIPS	Common Stock	$58K	0.0%Prev: 0.0%	578 SH	Decreased-1,448 SH
COSTCO WHSL CORP NEW	Common Stock	$633K	0.3%Prev: 0.0%	1,100 SH	Increased+723 SH
CSX CORP	Common Stock	$747K	0.4%	19,950 SH	New
DAVE & BUSTERS ENTMT INC	Common Stock	$295K	0.1%	6,000 SH	New
DEXCOM INC	Common Stock	$8.7M	4.1%Prev: 1.8%	16,911 SH	Increased-2,198 SH
ETSY INC	Common Stock	$2.6M	1.2%Prev: 2.7%	21,170 SH	Decreased-30,224 SH
EVERI HLDGS INC	Common Stock	$4.3M	2.0%Prev: 1.3%	205,500 SH	Decreased-145,500 SH
FEDERAL SIGNAL CORP	Common Stock	$203K	0.1%	6,000 SH	New
FEDEX CORP	Common Stock	$37K	0.0%Prev: 0.0%	162 SH	Increased+142 SH
FIDELITY NATL INFORMATION SV	Common Stock	$2.6M	1.2%Prev: 2.9%	26,300 SH	Decreased-53,100 SH
FIVE BELOW INC	Common Stock	$4.4M	2.1%Prev: 0.2%	27,953 SH	Increased+23,630 SH
FREEPORT-MCMORAN INC	Common Stock	$303K	0.1%Prev: 0.0%	6,087 SH	Increased+3,146 SH
GILEAD SCIENCES INC	Common Stock	$178K	0.1%Prev: 0.0%	3,000 SH	Decreased
HOME DEPOT INC	Common Stock	$471K	0.2%Prev: 0.0%	1,574 SH	Increased+1,091 SH
ICU MED INC	Common Stock	$125K	0.1%Prev: 0.0%	560 SH	Decreased-240 SH
INSULET CORP	Common Stock	$5.6M	2.7%Prev: 2.0%	21,050 SH	Decreased-8,520 SH
INTERCONTINENTAL EXCHANGE IN	Common Stock	$1.9M	0.9%Prev: 0.4%	14,414 SH	Increased+512 SH
INTUITIVE SURGICAL INC	Common Stock	$905K	0.4%Prev: 0.0%	3,000 SH	Increased+2,833 SH
IRIDIUM COMMUNICATIONS INC	Common Stock	$7.7M	3.6%Prev: 6.7%	190,468 SH	Decreased-439,850 SH
LABORATORY CORP AMER HLDGS	Common Stock	$198K	0.1%Prev: 0.1%	750 SH	Decreased-250 SH
LILLY ELI & CO	Common Stock	$1.8M	0.9%	6,350 SH	New
LULULEMON ATHLETICA INC	Common Stock	$1.5M	0.7%Prev: 0.0%	4,080 SH	Increased+3,907 SH
M D C HLDGS INC	Common Stock	$184K	0.1%Prev: 0.2%	4,860 SH	Decreased-5,232 SH
MARVELL TECHNOLOGY INC	Common Stock	$15.6M	7.4%	217,295 SH	New
MASTERCARD INCORPORATED	Common Stock	$7.7M	3.7%Prev: 3.0%	21,615 SH	Decreased-11,348 SH
MATCH GROUP INC NEW	Common Stock	$5.1M	2.4%Prev: 1.8%	46,570 SH	Decreased-5,709 SH
META PLATFORMS INC	Common Stock	$2.1M	1.0%Prev: 1.0%	9,650 SH	Decreased-3,196 SH
MICRON TECHNOLOGY INC	Common Stock	$3.1M	1.5%Prev: 0.5%	40,000 SH	Increased+18,656 SH
MICROSOFT CORP	Common Stock	$10.7M	5.1%Prev: 5.4%	34,753 SH	Decreased-55,040 SH
MONGODB INC	Common Stock	$35K	0.0%	80 SH	New
MOODYS CORP	Common Stock	$675K	0.3%Prev: 0.0%	2,000 SH	Increased+1,542 SH
MSCI INC	Common Stock	$704K	0.3%	1,400 SH	New
NEWMONT CORP	Common Stock	$241K	0.1%Prev: 0.0%	3,038 SH	Increased+102 SH
NIKE INC	Common Stock	$633K	0.3%Prev: 0.0%	4,702 SH	Increased+3,926 SH
NVIDIA CORPORATION	Common Stock	$17.4M	8.2%Prev: 6.9%	63,662 SH	Decreased+13,162 SH
OPEN LENDING CORP	Common Stock	$4.0M	1.9%	209,350 SH	New
QUALCOMM INC	Common Stock	$4.9M	2.3%Prev: 2.9%	31,985 SH	Decreased-53,150 SH
RAPID7 INC	Common Stock	$4.6M	2.2%Prev: 2.5%	41,466 SH	Decreased-87,449 SH
REGENXBIO INC	Common Stock	$149K	0.1%	4,500 SH	New
RINGCENTRAL INC	Common Stock	$3.6M	1.7%Prev: 6.9%	30,800 SH	Decreased-60,201 SH
ROPER TECHNOLOGIES INC	Common Stock	$142K	0.1%Prev: 0.1%	300 SH	Decreased-200 SH
S&P GLOBAL INC	Common Stock	$779K	0.4%Prev: 0.0%	1,900 SH	Increased+1,506 SH
SALESFORCE COM INC	Common Stock	$7.1M	3.4%Prev: 4.0%	33,411 SH	Decreased-39,502 SH
SERVICENOW INC	Common Stock	$3.9M	1.9%Prev: 0.9%	7,030 SH	Increased+140 SH
SHERWIN WILLIAMS CO	Common Stock	$1.5M	0.7%Prev: 0.0%	6,090 SH	Increased+5,905 SH
SHOPIFY INC	Common Stock	$4.3M	2.1%Prev: 3.6%	6,432 SH	Decreased-6,135 SH
TEMPUR SEALY INTL INC	Common Stock	$223K	0.1%	8,000 SH	New
UNION PAC CORP	Common Stock	$4.3M	2.0%Prev: 0.0%	15,872 SH	Increased+15,372 SH
VISA INC	Common Stock	$6.5M	3.1%Prev: 3.3%	29,358 SH	Decreased-32,317 SH
WARNER MUSIC GROUP CORP	Common Stock	$386K	0.2%Prev: 0.0%	10,200 SH	Increased+6,761 SH
WASTE CONNECTIONS INC	Common Stock	$5.2M	2.5%	37,461 SH	New
WASTE MGMT INC DEL	Common Stock	$915K	0.4%Prev: 0.0%	5,775 SH	Increased+4,705 SH
WELLS FARGO CO NEW	Common Stock	$3.5M	1.6%Prev: 0.0%	71,323 SH	Increased+68,890 SH
ZIPRECRUITER INC	Common Stock	$201K	0.1%	8,750 SH	New

Sold (vs prior filing)

ACTIVISION BLIZZARD INC — $279K
ALIBABA GROUP HLDG LTD — $10.7M
CITIGROUP INC — $58K
COMPASS PATHWAYS PLC — $15.5M
DISNEY WALT CO — $118K
EOG RES INC — $46K
HAEMONETICS CORP MASS — $10.7M
HILL-ROM HLDGS INC — $144K
ISHARES TR — $1.5M
JPMORGAN CHASE & CO — $100K
KANSAS CITY SOUTHERN — $256K
MARATHON PETE CORP — $52K
PAYPAL HLDGS INC — $255K
PELOTON INTERACTIVE INC — $8.7M
PIMCO ETF TR — $66K
PULTE GROUP INC — $95K
ROKU INC — $9.8M
SCHLUMBERGER LTD — $47K
SPDR S&P 500 ETF TR — $1.1M
SPDR SER TR — $540K
… and 4 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