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: $342.2M77 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	Common Stock	$32.5M	9.5%	224,099 SH	New
ALIGN TECHNOLOGY INC	Common Stock	$993K	0.3%	1,500 SH	New
ALPHABET INC	Common Stock	$17.5M	5.1%	5,988 SH	New
AMAZON COM INC	Common Stock	$14.3M	4.2%	4,254 SH	New
APPLE INC	Common Stock	$1.6M	0.5%	9,214 SH	New
AUTOZONE INC	Common Stock	$140K	0.0%	67 SH	New
AVALARA INC	Common Stock	$27K	0.0%	200 SH	New
BARRICK GOLD CORP	Common Stock	$109K	0.0%Prev: 0.0%	5,795 SH	Decreased-194 SH
BK OF AMERICA CORP	Common Stock	$84K	0.0%	1,897 SH	New
BOSTON SCIENTIFIC CORP	Common Stock	$129K	0.0%Prev: 0.0%	3,000 SH	Increased
CARVANA CO	Common Stock	$6.3M	1.8%	26,930 SH	New
CATERPILLAR INC	Common Stock	$69K	0.0%Prev: 0.0%	337 SH	Increased+193 SH
CHEVRON CORP NEW	Common Stock	$124K	0.0%	1,057 SH	New
CONOCOPHILLIPS	Common Stock	$124K	0.0%Prev: 0.0%	1,721 SH	Increased+1,576 SH
COSTCO WHSL CORP NEW	Common Stock	$917K	0.3%	1,627 SH	New
CSX CORP	Common Stock	$1.0M	0.3%	27,950 SH	New
DAVE & BUSTERS ENTMT INC	Common Stock	$192K	0.1%	5,000 SH	New
DEXCOM INC	Common Stock	$10.2M	3.0%Prev: 1.5%	18,861 SH	Increased+4,629 SH
DISNEY WALT CO	Common Stock	$156K	0.0%	1,000 SH	New
EOG RES INC	Common Stock	$57K	0.0%	637 SH	New
ETSY INC	Common Stock	$5.6M	1.6%	25,119 SH	New
EVERI HLDGS INC	Common Stock	$6.3M	1.9%	299,900 SH	New
FEDERAL SIGNAL CORP	Common Stock	$214K	0.1%	5,000 SH	New
FEDEX CORP	Common Stock	$42K	0.0%	162 SH	New
FIDELITY NATL INFORMATION SV	Common Stock	$5.5M	1.6%	50,030 SH	New
FIVE BELOW INC	Common Stock	$1.6M	0.5%	7,653 SH	New
FREEPORT-MCMORAN INC	Common Stock	$186K	0.1%Prev: 0.0%	4,473 SH	Increased+3,309 SH
GILEAD SCIENCES INC	Common Stock	$220K	0.1%Prev: 0.0%	3,000 SH	Increased
HOME DEPOT INC	Common Stock	$936K	0.3%	2,283 SH	New
ICU MED INC	Common Stock	$191K	0.1%	800 SH	New
INSULET CORP	Common Stock	$7.9M	2.3%Prev: 1.1%	29,350 SH	Increased+13,380 SH
INTERCONTINENTAL EXCHANGE IN	Common Stock	$2.2M	0.6%	16,214 SH	New
INTUITIVE SURGICAL INC	Common Stock	$1.1M	0.3%	2,991 SH	New
IRIDIUM COMMUNICATIONS INC	Common Stock	$13.0M	3.8%Prev: 6.9%	308,918 SH	Decreased-323,900 SH
ISHARES SILVER TR	ETF	$85K	0.0%	4,000 SH	New
ISHARES TR	ETF	$791K	0.2%	7,618 SH	New
JPMORGAN CHASE & CO	Common Stock	$128K	0.0%Prev: 0.0%	807 SH	Increased+700 SH
LABORATORY CORP AMER HLDGS	Common Stock	$313K	0.1%	1,000 SH	New
M D C HLDGS INC	Common Stock	$269K	0.1%	4,860 SH	New
MARATHON PETE CORP	Common Stock	$34K	0.0%	530 SH	New
MARVELL TECHNOLOGY INC	Common Stock	$25.6M	7.5%	292,861 SH	New
MASTERCARD INCORPORATED	Common Stock	$11.8M	3.5%	32,810 SH	New
MATCH GROUP INC NEW	Common Stock	$6.9M	2.0%	51,601 SH	New
META PLATFORMS INC	Common Stock	$4.4M	1.3%Prev: 1.5%	12,824 SH	Decreased-6,665 SH
MICRON TECHNOLOGY INC	Common Stock	$5.8M	1.7%	61,300 SH	New
MICROSOFT CORP	Common Stock	$16.4M	4.8%	48,438 SH	New
MONGODB INC	Common Stock	$32K	0.0%	60 SH	New
MOODYS CORP	Common Stock	$836K	0.2%	2,138 SH	New
MSCI INC	Common Stock	$613K	0.2%	1,000 SH	New
NEWMONT CORP	Common Stock	$152K	0.0%	2,463 SH	New
NIKE INC	Common Stock	$1.7M	0.5%	9,959 SH	New
NVIDIA CORPORATION	Common Stock	$30.3M	8.9%	102,369 SH	New
OPEN LENDING CORP	Common Stock	$8.7M	2.5%	382,750 SH	New
QUALCOMM INC	Common Stock	$8.4M	2.5%	45,885 SH	New
RAPID7 INC	Common Stock	$6.2M	1.8%Prev: 3.2%	51,311 SH	Decreased-77,604 SH
REGENXBIO INC	Common Stock	$146K	0.0%	4,500 SH	New
RINGCENTRAL INC	Common Stock	$10.6M	3.1%	54,400 SH	New
ROKU INC	Common Stock	$6.5M	1.9%	27,600 SH	New
ROPER TECHNOLOGIES INC	Common Stock	$147K	0.0%Prev: 0.1%	300 SH	Decreased-300 SH
S&P GLOBAL INC	Common Stock	$1.2M	0.3%	2,464 SH	New
SALESFORCE COM INC	Common Stock	$12.8M	3.7%	50,220 SH	New
SERVICENOW INC	Common Stock	$6.1M	1.8%	9,369 SH	New
SHERWIN WILLIAMS CO	Common Stock	$1.1M	0.3%	3,155 SH	New
SHOPIFY INC	Common Stock	$12.5M	3.6%	8,965 SH	New
SOTERA HEALTH CO	Common Stock	$547K	0.2%	23,500 SH	New
SPDR GOLD TR	ETF	$425K	0.1%	2,500 SH	New
SPDR S&P 500 ETF TR	ETF	$952K	0.3%	2,000 SH	New
SPDR SER TR	ETF	$539K	0.2%	5,900 SH	New
SPLUNK INC	Common Stock	$81K	0.0%	700 SH	New
UNION PAC CORP	Common Stock	$6.2M	1.8%	24,910 SH	New
VANECK ETF TRUST	ETF	$79K	0.0%	2,500 SH	New
VISA INC	Common Stock	$9.8M	2.9%	45,192 SH	New
WARNER MUSIC GROUP CORP	Common Stock	$443K	0.1%	10,200 SH	New
WASTE CONNECTIONS INC	Common Stock	$9.6M	2.8%	71,214 SH	New
WASTE MGMT INC DEL	Common Stock	$974K	0.3%	5,875 SH	New
WELLS FARGO CO NEW	Common Stock	$118K	0.0%	2,447 SH	New
ZIPRECRUITER INC	Common Stock	$178K	0.1%	7,000 SH	New

Sold (vs prior filing)

ACTIVISION BLIZZARD, INC. — $650K
ADVANCED MICRO DEVICES, INC. — $50.6M
Alexion Pharmaceuticals INC — $344K
ALIBABA GROUP HOLDING LIMITED — $11.1M
ALPHABET INC. — $11.7M
AMAZON.COM, INC. — $21.0M
ANAPLAN INC — $1.1M
APPLE INC. — $124K
ASML HOLDING N.V. — $1.4M
BANK OF AMERICA CORP — $14K
CHEVRON CORP — $18K
CITIGROUP INC. — $7K
COMPASS PATHWAYS LIMITED — $20.1M
EOG RESOURCES INC — $6K
FIVE BELOW — $612K
HAEMONETICS CORP/MASS — $11.4M
HILL-ROM HOLDINGS INC. — $127K
ICU MEDICAL, INC. — $172K
INTERCONTINENTAL EXCHANGE INC — $1.4M
ISHARES MSCI TURKEY UCITS ETF — $758K
… and 24 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