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: $264.0M180 positionsView on SEC.gov

			% of Portfolio
AAON INC	Common Stock	$1.0M	0.4%Prev: 0.7%	13,600 SH	Decreased-2,000 SH
ABBVIE INC	Common Stock	$389K	0.1%Prev: 0.4%	1,702 SH	Decreased-3,608 SH
ADAPTIVE BIOTECHNOLOGIES COR	Common Stock	$273K	0.1%	16,800 SH	New
ADDUS HOMECARE CORP	Common Stock	$387K	0.1%Prev: 0.1%	3,600 SH	Increased+1,900 SH
ADVANCED MICRO DEVICES INC	Common Stock	$5.7M	2.2%Prev: 2.7%	26,621 SH	Decreased-28,660 SH
AFFILIATED MANAGERS GROUP IN	Common Stock	$432K	0.2%	1,500 SH	New
AGNICO EAGLE MINES LTD	Common Stock	$466K	0.2%Prev: 0.1%	2,745 SH	Increased-95 SH
ALAMOS GOLD INC NEW	Common Stock	$703K	0.3%Prev: 0.1%	18,178 SH	Increased+3,178 SH
ALIBABA GROUP HLDG LTD	ADR	$219K	0.1%Prev: 0.2%	1,495 SH	Decreased-4,136 SH
ALPHABET INC	Common Stock	$13.9M	5.3%Prev: 3.1%	44,182 SH	Increased+3,706 SH
AMAZON COM INC	Common Stock	$10.5M	4.0%Prev: 3.9%	45,657 SH	Increased+797 SH
AMERICAN ELEC PWR CO INC	Common Stock	$19K	0.0%	164 SH	New
AMGEN INC	Common Stock	$12K	0.0%	37 SH	New
APPLE INC	Common Stock	$9.3M	3.5%Prev: 3.1%	34,100 SH	Increased+3,085 SH
APPLOVIN CORP	Common Stock	$519K	0.2%	770 SH	New
APTIV PLC	Common Stock	$396K	0.1%	5,200 SH	New
ARISTA NETWORKS INC	Common Stock	$338K	0.1%Prev: 0.1%	2,578 SH	Increased-222 SH
ARM HOLDINGS PLC	ADR	$1.7M	0.6%Prev: 2.4%	15,155 SH	Decreased-32,245 SH
ATLASSIAN CORPORATION	Common Stock	$324K	0.1%	2,000 SH	New
AUTODESK INC	Common Stock	$672K	0.3%Prev: 0.3%	2,270 SH	Decreased-277 SH
AXON ENTERPRISE INC	Common Stock	$300K	0.1%Prev: 0.1%	529 SH	Increased+179 SH
BANK AMERICA CORP	Common Stock	$327K	0.1%	5,950 SH	New
BANK NEW YORK MELLON CORP	Common Stock	$2.4M	0.9%	20,878 SH	New
BARRICK MNG CORP	Common Stock	$178K	0.1%	4,089 SH	New
BLOCK INC	Common Stock	$991K	0.4%Prev: 1.4%	15,220 SH	Decreased-24,430 SH
BOOT BARN HLDGS INC	Common Stock	$247K	0.1%Prev: 0.1%	1,400 SH	Increased-175 SH
BOSTON SCIENTIFIC CORP	Common Stock	$565K	0.2%	5,928 SH	New
BRISTOL-MYERS SQUIBB CO	Common Stock	$472K	0.2%	8,750 SH	New
BROADCOM INC	Common Stock	$5.6M	2.1%Prev: 0.2%	16,128 SH	Increased+13,825 SH
CADENCE DESIGN SYSTEM INC	Common Stock	$1.6M	0.6%Prev: 0.8%	5,100 SH	Decreased-1,400 SH
CANADIAN PACIFIC KANSAS CITY	Common Stock	$369K	0.1%Prev: 0.7%	5,000 SH	Decreased-18,416 SH
CAPITAL ONE FINL CORP	Common Stock	$1.3M	0.5%Prev: 0.0%	5,245 SH	Increased+4,820 SH
CARNIVAL CORP	Common Stock	$1.1M	0.4%Prev: 0.5%	37,450 SH	Decreased-12,001 SH
CASELLA WASTE SYS INC	Common Stock	$402K	0.2%Prev: 0.2%	4,100 SH	Decreased+200 SH
CATERPILLAR INC	Common Stock	$1.7M	0.6%Prev: 0.7%	2,955 SH	Decreased-1,911 SH
CENCORA INC	Common Stock	$21K	0.0%	63 SH	New
CHENIERE ENERGY INC	Common Stock	$72K	0.0%Prev: 0.2%	368 SH	Decreased-1,531 SH
CHEVRON CORP NEW	Common Stock	$73K	0.0%	480 SH	New
CHEWY INC	Common Stock	$765K	0.3%Prev: 0.8%	23,150 SH	Decreased-32,574 SH
CIENA CORP	Common Stock	$1.1M	0.4%	4,714 SH	New
CIRCLE INTERNET GROUP INC	Common Stock	$217K	0.1%	2,741 SH	New
CISCO SYS INC	Common Stock	$16K	0.0%	210 SH	New
CITIGROUP INC	Common Stock	$202K	0.1%	1,730 SH	New
CITIZENS FINL GROUP INC	Common Stock	$861K	0.3%	14,736 SH	New
CLEAN HARBORS INC	Common Stock	$4.3M	1.6%Prev: 2.0%	18,407 SH	Decreased-3,849 SH
CLEVELAND-CLIFFS INC NEW	Common Stock	$59K	0.0%	4,427 SH	New
CLOUDFLARE INC	Common Stock	$383K	0.1%Prev: 0.0%	1,941 SH	Increased+1,411 SH
COCA COLA CO	Common Stock	$1.2M	0.5%Prev: 1.0%	17,523 SH	Decreased-24,808 SH
COEUR MNG INC	Common Stock	$138K	0.1%	7,766 SH	New
COHERENT CORP	Common Stock	$683K	0.3%	3,700 SH	New
CONNECTONE BANCORP INC	Common Stock	$305K	0.1%	11,630 SH	New
CONOCOPHILLIPS	Common Stock	$46K	0.0%Prev: 0.1%	492 SH	Decreased-1,645 SH
CONSTELLATION ENERGY CORP	Common Stock	$116K	0.0%	329 SH	New
CONSTRUCTION PARTNERS INC	Common Stock	$4.1M	1.6%Prev: 2.3%	38,065 SH	Decreased-27,917 SH
CORPAY INC	Common Stock	$11K	0.0%	38 SH	New
COSTCO WHSL CORP NEW	Common Stock	$1.5M	0.6%	1,740 SH	New
CRH PLC	Common Stock	$118K	0.0%Prev: 0.0%	944 SH	Increased+694 SH
CROWDSTRIKE HLDGS INC	Common Stock	$1.1M	0.4%	2,264 SH	New
CUSTOMERS BANCORP INC	Common Stock	$329K	0.1%Prev: 0.1%	4,500 SH	Increased-500 SH
CVS HEALTH CORP	Common Stock	$13K	0.0%	162 SH	New
DATADOG INC	Common Stock	$2.8M	1.1%Prev: 1.2%	20,945 SH	Decreased-451 SH
DEVON ENERGY CORP NEW	Common Stock	$24K	0.0%	642 SH	New
DOLLAR GEN CORP NEW	Common Stock	$22K	0.0%	164 SH	New
DOORDASH INC	Common Stock	$553K	0.2%	2,440 SH	New
DUTCH BROS INC	Common Stock	$1.3M	0.5%Prev: 0.6%	21,322 SH	Decreased-6,641 SH
ELI LILLY & CO	Common Stock	$322K	0.1%	300 SH	New
EMERSON ELEC CO	Common Stock	$730K	0.3%Prev: 0.4%	5,500 SH	Decreased-3,600 SH
ENTERGY CORP NEW	Common Stock	$19K	0.0%Prev: 0.0%	210 SH	Increased+15 SH
EOG RES INC	Common Stock	$56K	0.0%Prev: 0.5%	538 SH	Decreased-10,014 SH
EXTREME NETWORKS	Common Stock	$561K	0.2%	33,700 SH	New
FAIR ISAAC CORP	Common Stock	$338K	0.1%Prev: 0.2%	200 SH	Decreased-80 SH
FEDERAL SIGNAL CORP	Common Stock	$2.6M	1.0%Prev: 1.1%	23,498 SH	Decreased-7,030 SH
FERGUSON ENTERPRISES INC	Common Stock	$390K	0.1%Prev: 0.1%	1,750 SH	Increased
FLOWSERVE CORP	Common Stock	$264K	0.1%	3,800 SH	New
FREEPORT-MCMORAN INC	Common Stock	$2.7M	1.0%Prev: 0.1%	52,841 SH	Increased+47,827 SH
FTAI AVIATION LTD	Common Stock	$472K	0.2%	2,400 SH	New
GAP INC	Common Stock	$581K	0.2%	22,686 SH	New
GENERAL MTRS CO	Common Stock	$1.3M	0.5%	15,545 SH	New
GILEAD SCIENCES INC	Common Stock	$21K	0.0%	170 SH	New
GOLDMAN SACHS GROUP INC	Common Stock	$2.4M	0.9%	2,728 SH	New
GRIFFON CORP	Common Stock	$725K	0.3%Prev: 0.6%	9,850 SH	Decreased-12,620 SH
GUARDANT HEALTH INC	Common Stock	$1.1M	0.4%	11,000 SH	New
GUIDEWIRE SOFTWARE INC	Common Stock	$643K	0.2%	3,200 SH	New
GXO LOGISTICS INCORPORATED	Common Stock	$900K	0.3%Prev: 0.2%	17,100 SH	Increased+3,600 SH
HOME DEPOT INC	Common Stock	$585K	0.2%Prev: 0.1%	1,700 SH	Increased+900 SH
HOWMET AEROSPACE INC	Common Stock	$178K	0.1%	870 SH	New
HUB GROUP INC	Common Stock	$597K	0.2%	14,000 SH	New
HUBSPOT INC	Common Stock	$688K	0.3%Prev: 0.7%	1,715 SH	Decreased-696 SH
INGERSOLL RAND INC	Common Stock	$990K	0.4%Prev: 0.8%	12,499 SH	Decreased-8,858 SH
INTEL CORP	Common Stock	$14K	0.0%	371 SH	New
INTERCONTINENTAL EXCHANGE IN	Common Stock	$648K	0.2%Prev: 0.5%	4,000 SH	Decreased-5,000 SH
INTERNATIONAL BUSINESS MACHS	Common Stock	$25K	0.0%	83 SH	New
INTUITIVE MACHINES INC	Common Stock	$162K	0.1%	10,000 SH	New
INTUITIVE SURGICAL INC	Common Stock	$4.6M	1.7%Prev: 2.8%	8,045 SH	Decreased-5,231 SH
IRHYTHM TECHNOLOGIES INC	Common Stock	$284K	0.1%	1,600 SH	New
JAMES HARDIE INDS PLC	Common Stock	$17K	0.0%	840 SH	New
JOHNSON & JOHNSON	Common Stock	$12K	0.0%	60 SH	New
JPMORGAN CHASE & CO.	Common Stock	$3.0M	1.1%	9,418 SH	New
KARMAN HLDGS INC	Common Stock	$2.5M	0.9%	34,127 SH	New
KINSALE CAP GROUP INC	Common Stock	$235K	0.1%Prev: 0.1%	600 SH	Decreased-140 SH
KLAVIYO INC	Common Stock	$2.3M	0.9%Prev: 1.2%	71,081 SH	Decreased+1,303 SH
KRATOS DEFENSE & SEC SOLUTIO	Common Stock	$2.9M	1.1%Prev: 0.6%	38,408 SH	Increased-20,180 SH
LATTICE SEMICONDUCTOR CORP	Common Stock	$1.7M	0.7%Prev: 0.6%	23,770 SH	Increased-4,800 SH
LAUDER ESTEE COS INC	Common Stock	$27K	0.0%	261 SH	New
LEVI STRAUSS & CO NEW	Common Stock	$340K	0.1%Prev: 0.1%	16,400 SH	Increased+7,400 SH
LINDE PLC	Common Stock	$341K	0.1%Prev: 0.1%	800 SH	Increased
LUMENTUM HLDGS INC	Common Stock	$1.4M	0.5%	3,730 SH	New
M/I HOMES INC	Common Stock	$589K	0.2%Prev: 0.2%	4,600 SH	Increased+588 SH
MARTIN MARIETTA MATLS INC	Common Stock	$1.8M	0.7%Prev: 0.8%	2,962 SH	Decreased-1,008 SH
MARVELL TECHNOLOGY INC	Common Stock	$1.4M	0.5%Prev: 3.8%	16,679 SH	Decreased-68,200 SH
MASTERCARD INCORPORATED	Common Stock	$6.6M	2.5%Prev: 1.9%	11,492 SH	Increased+2,257 SH
MCKESSON CORP	Common Stock	$865K	0.3%	1,054 SH	New
MERCADOLIBRE INC	Common Stock	$2.9M	1.1%Prev: 0.1%	1,448 SH	Increased+1,253 SH
META PLATFORMS INC	Common Stock	$7.4M	2.8%Prev: 0.8%	11,196 SH	Increased+7,663 SH
MICROCHIP TECHNOLOGY INC.	Common Stock	$641K	0.2%Prev: 0.4%	10,065 SH	Decreased-5,535 SH
MICRON TECHNOLOGY INC	Common Stock	$6.5M	2.5%Prev: 1.4%	22,866 SH	Increased-17,256 SH
MICROSOFT CORP	Common Stock	$15.1M	5.7%Prev: 4.0%	31,160 SH	Increased+7,429 SH
MONGODB INC	Common Stock	$351K	0.1%Prev: 0.1%	837 SH	Increased-103 SH
MONOLITHIC PWR SYS INC	Common Stock	$3.1M	1.2%Prev: 1.3%	3,458 SH	Decreased-1,932 SH
MONSTER BEVERAGE CORP NEW	Common Stock	$817K	0.3%Prev: 0.3%	10,650 SH	Increased-4,100 SH
MOODYS CORP	Common Stock	$358K	0.1%Prev: 0.1%	700 SH	Increased
MSCI INC	Common Stock	$631K	0.2%Prev: 0.2%	1,100 SH	Increased+400 SH
NATERA INC	Common Stock	$1.5M	0.6%Prev: 0.4%	6,680 SH	Increased-270 SH
NETFLIX INC	Common Stock	$2.3M	0.9%Prev: 0.1%	24,569 SH	Increased+24,389 SH
NEWMONT CORP	Common Stock	$162K	0.1%Prev: 0.0%	1,622 SH	Increased-1,269 SH
NU HLDGS LTD	Common Stock	$2.6M	1.0%Prev: 0.0%	154,510 SH	Increased+144,910 SH
NVIDIA CORPORATION	Common Stock	$18.5M	7.0%Prev: 6.0%	99,263 SH	Increased-11,460 SH
ON HLDG AG	Common Stock	$2.0M	0.8%Prev: 1.4%	44,000 SH	Decreased-19,700 SH
ONESPAWORLD HOLDINGS LIMITED	Common Stock	$2.1M	0.8%Prev: 0.8%	101,519 SH	Increased+5,983 SH
ORACLE CORP	Common Stock	$1.9M	0.7%Prev: 0.0%	9,746 SH	Increased+9,390 SH
OREILLY AUTOMOTIVE INC	Common Stock	$328K	0.1%Prev: 0.2%	3,600 SH	Decreased+3,208 SH
PALANTIR TECHNOLOGIES INC	Common Stock	$292K	0.1%	1,642 SH	New
PALO ALTO NETWORKS INC	Common Stock	$1.1M	0.4%Prev: 0.4%	5,929 SH	Increased+579 SH
PARKER-HANNIFIN CORP	Common Stock	$608K	0.2%	692 SH	New
PHILIP MORRIS INTL INC	Common Stock	$241K	0.1%Prev: 0.1%	1,500 SH	Decreased-1,000 SH
QUALCOMM INC	Common Stock	$14K	0.0%Prev: 1.0%	81 SH	Decreased-16,587 SH
QUANTA SVCS INC	Common Stock	$3.3M	1.2%Prev: 1.2%	7,765 SH	Increased-1,769 SH
RALPH LAUREN CORP	Common Stock	$828K	0.3%Prev: 0.0%	2,342 SH	Increased+2,237 SH
RAMBUS INC DEL	Common Stock	$2.7M	1.0%Prev: 1.4%	29,750 SH	Decreased-34,250 SH
ROCKET LAB CORP	Common Stock	$1.7M	0.6%	23,785 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$899K	0.3%Prev: 0.3%	2,310 SH	Increased-340 SH
ROSS STORES INC	Common Stock	$511K	0.2%	2,837 SH	New
RTX CORPORATION	Common Stock	$11K	0.0%	58 SH	New
S&P GLOBAL INC	Common Stock	$1.4M	0.5%Prev: 0.3%	2,600 SH	Increased+1,100 SH
SALESFORCE INC	Common Stock	$4.6M	1.8%	17,490 SH	New
SEA LTD	ADR	$255K	0.1%	1,997 SH	New
SERVICENOW INC	Common Stock	$7.9M	3.0%Prev: 2.8%	51,405 SH	Increased+44,789 SH
SHERWIN WILLIAMS CO	Common Stock	$551K	0.2%Prev: 0.1%	1,700 SH	Increased+1,000 SH
SHOPIFY INC	Common Stock	$958K	0.4%Prev: 0.2%	5,953 SH	Increased+954 SH
SNOWFLAKE INC	Common Stock	$1.1M	0.4%Prev: 0.3%	5,114 SH	Increased+214 SH
SOFI TECHNOLOGIES INC	Common Stock	$68K	0.0%Prev: 0.1%	2,614 SH	Decreased-11,886 SH
SOMNIGROUP INTERNATIONAL INC	Common Stock	$937K	0.4%	10,500 SH	New
SOUTHERN COPPER CORP	Common Stock	$17K	0.0%	116 SH	New
STEEL DYNAMICS INC	Common Stock	$607K	0.2%	3,582 SH	New
SYMBOTIC INC	Common Stock	$2.6M	1.0%Prev: 0.3%	44,175 SH	Increased+8,920 SH
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$1.2M	0.5%Prev: 0.2%	4,063 SH	Increased+2,163 SH
TARGET CORP	Common Stock	$23K	0.0%	235 SH	New
TELEDYNE TECHNOLOGIES INC	Common Stock	$403K	0.2%Prev: 0.1%	790 SH	Increased+340 SH
TESLA INC	Common Stock	$1.6M	0.6%Prev: 3.6%	3,491 SH	Decreased-18,378 SH
TJX COS INC NEW	Common Stock	$25K	0.0%	163 SH	New
TKO GROUP HOLDINGS INC	Common Stock	$439K	0.2%	2,100 SH	New
TOAST INC	Common Stock	$231K	0.1%Prev: 0.6%	6,500 SH	Decreased-37,100 SH
TOLL BROTHERS INC	Common Stock	$22K	0.0%Prev: 0.1%	162 SH	Decreased-867 SH
TRANSMEDICS GROUP INC	Common Stock	$340K	0.1%	2,796 SH	New
TTM TECHNOLOGIES INC	Common Stock	$813K	0.3%	11,781 SH	New
UBER TECHNOLOGIES INC	Common Stock	$2.1M	0.8%	25,723 SH	New
UMB FINL CORP	Common Stock	$276K	0.1%Prev: 0.1%	2,400 SH	Increased+500 SH
UNION PAC CORP	Common Stock	$1.3M	0.5%Prev: 0.2%	5,701 SH	Increased+3,201 SH
UNITED RENTALS INC	Common Stock	$12K	0.0%Prev: 0.0%	15 SH	Decreased-9 SH
VALE S A	ADR	$27K	0.0%	2,055 SH	New
VICTORIAS SECRET AND CO	Common Stock	$580K	0.2%	10,700 SH	New
VISA INC	Common Stock	$3.3M	1.3%Prev: 1.7%	9,464 SH	Decreased-4,084 SH
VULCAN MATLS CO	Common Stock	$1.7M	0.6%Prev: 0.7%	5,805 SH	Decreased-723 SH
WABTEC	Common Stock	$1.9M	0.7%Prev: 0.8%	8,841 SH	Decreased-1,850 SH
WALMART INC	Common Stock	$1.6M	0.6%Prev: 0.1%	14,179 SH	Increased+10,763 SH
WASTE CONNECTIONS INC	Common Stock	$1.9M	0.7%Prev: 1.0%	10,886 SH	Decreased-3,443 SH
WASTE MGMT INC DEL	Common Stock	$2.4M	0.9%Prev: 0.4%	11,007 SH	Increased+5,958 SH
WELLS FARGO CO NEW	Common Stock	$258K	0.1%Prev: 0.1%	2,763 SH	Decreased-2,142 SH
WESCO INTL INC	Common Stock	$24K	0.0%Prev: 0.0%	100 SH	Increased+40 SH
ZSCALER INC	Common Stock	$858K	0.3%	3,815 SH	New

Sold (vs prior filing)

ABERCROMBIE & FITCH CO — $25K
ADOBE SYSTEMS INCORPORATED — $446K
ANSYS INC — $929K
ANTERO RESOURCES CORP — $12K
AUTOZONE INC — $16K
BARRICK GOLD CORP — $148K
BK OF AMERICA CORP — $461K
BLACKROCK INC — $144K
CARRIER GLOBAL CORPORATION — $14K
CHIPOTLE MEXICAN GRILL INC — $228K
CHUBB LIMITED — $18K
COMERICA INC — $14K
CROCS INC — $492K
CSX CORP — $584K
CUMMINS INC — $17K
CYBERARK SOFTWARE LTD — $4.1M
DECKERS OUTDOOR CORP — $1.1M
DEERE & CO — $85K
DEXCOM INC — $1.3M
DISNEY WALT CO — $22K
… and 53 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