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: $259.5M39 positionsView on SEC.gov

			% of Portfolio
ACTIVISION BLIZZARD, INC.	Common Stock	$683K	0.3%	9,000 SH	New
ADVANCED MICRO DEVICES, INC.	Common Stock	$27.0M	10.4%	512,617 SH	New
Alexion Pharmaceuticals INC	Common Stock	$247K	0.1%	2,200 SH	New
ALIBABA GROUP HOLDING LIMITED	ADR	$18.2M	7.0%	84,371 SH	New
ALPHABET INC.	Common Stock	$11.0M	4.2%	7,793 SH	New
AMAZON.COM, INC.	Common Stock	$21.8M	8.4%	7,907 SH	New
ASML HOLDING N.V.	Common Stock	$1.2M	0.5%	3,340 SH	New
BOSTON SCIENTIFIC CORP	Common Stock	$105K	0.0%Prev: 0.1%	3,000 SH	Decreased-928 SH
BROADCOM INC	Common Stock	$5.5M	2.1%Prev: 1.9%	17,500 SH	Increased+2,805 SH
CAPRI HOLDINGS LTD.	Common Stock	$313K	0.1%	20,000 SH	New
DEXCOM INC	Common Stock	$5.5M	2.1%	13,582 SH	New
FIVE BELOW	Common Stock	$748K	0.3%	7,000 SH	New
GILEAD SCIENCES INC	Common Stock	$231K	0.1%Prev: 0.0%	3,000 SH	Increased+2,837 SH
HAEMONETICS CORP/MASS	Common Stock	$8.0M	3.1%	89,367 SH	New
HILL-ROM HOLDINGS INC.	Common Stock	$143K	0.1%	1,300 SH	New
ICU MEDICAL, INC.	Common Stock	$147K	0.1%	800 SH	New
INSULET CORP	Common Stock	$3.3M	1.3%	17,170 SH	New
IRIDIUM COMMUNICATIONS INC	Common Stock	$16.6M	6.4%	654,018 SH	New
ISHARES MSCI TURKEY UCITS ETF	ETF	$691K	0.3%	50,000 SH	New
KANSAS CITY SOUTHERN	Common Stock	$15K	0.0%	99 SH	New
LABORATORY CRP OF AMER HLDGS	Common Stock	$166K	0.1%	1,000 SH	New
LULULEMON ATHLETICA INC	Common Stock	$936K	0.4%	3,000 SH	New
MASTERCARD INC.	Common Stock	$8.5M	3.3%	28,841 SH	New
MATCH GROUP INC	Common Stock	$7.9M	3.1%	73,999 SH	New
META PLATFORMS INC	Common Stock	$4.9M	1.9%Prev: 2.2%	21,644 SH	Decreased+12,177 SH
MICROSOFT CORPORATION	Common Stock	$20.4M	7.9%	100,434 SH	New
NVIDIA CORP	Common Stock	$13.8M	5.3%	36,330 SH	New
RAPID7 INC	Common Stock	$6.9M	2.6%	134,498 SH	New
RINGCENTRAL, INC.	Common Stock	$23.5M	9.1%	82,474 SH	New
ROPER TECHNOLOGIES INC	Common Stock	$233K	0.1%	600 SH	New
SALESFORCE, INC.	Common Stock	$17.2M	6.6%	91,840 SH	New
SERVICENOW, INC.	Common Stock	$3.7M	1.4%	9,043 SH	New
SHOPIFY INC.	Common Stock	$12.6M	4.9%	13,263 SH	New
SPLUNK INC.	Common Stock	$9.1M	3.5%	45,908 SH	New
TELEFLEX INC	Common Stock	$182K	0.1%	500 SH	New
TURKCELL ILETISIM HIZMETLERI A.S.	Common Stock	$400K	0.2%	166,779 SH	New
TWILIO INC	Common Stock	$878K	0.3%	4,000 SH	New
UNDER ARMOUR INC.	Common Stock	$1.7M	0.6%	170,200 SH	New
VISA INC.	Common Stock	$4.9M	1.9%	25,550 SH	New

Sold (vs prior filing)

AAON INC — $869K
ABBVIE INC — $370K
ADAPTIVE BIOTECHNOLOGIES COR — $325K
ADDUS HOMECARE CORP — $337K
ADVANCED MICRO DEVICES INC — $7.2M
AFFILIATED MANAGERS GROUP — $578K
AGNICO EAGLE MINES LTD — $302K
ALAMOS GOLD INC — $778K
ALIBABA GROUP HLDG LTD — $188K
ALLSTATE CORP — $33K
ALPHABET INC — $11.9M
AMAZON COM INC — $8.8M
AMERICAN ELEC PWR CO INC — $15K
AMGEN INC — $259K
ANALOG DEVICES INC — $10K
APPLE INC — $7.1M
APPLIED MATLS INC — $11K
APPLOVIN CORP — $273K
APTIV PLC — $514K
ARISTA NETWORKS INC — $454K
… and 166 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