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: $242.1M190 positionsView on SEC.gov

			% of Portfolio
AAON INC	Common Stock	$869K	0.4%Prev: 0.5%	10,500 SH	Decreased-4,250 SH
ABBVIE INC	Common Stock	$370K	0.2%Prev: 0.5%	1,702 SH	Decreased-3,608 SH
ADAPTIVE BIOTECHNOLOGIES COR	Common Stock	$325K	0.1%	23,400 SH	New
ADDUS HOMECARE CORP	Common Stock	$337K	0.1%Prev: 0.1%	3,600 SH	Increased+1,900 SH
ADVANCED MICRO DEVICES INC	Common Stock	$7.2M	3.0%Prev: 2.0%	35,338 SH	Increased-6,569 SH
AFFILIATED MANAGERS GROUP	Common Stock	$578K	0.2%	2,090 SH	New
AGNICO EAGLE MINES LTD	Common Stock	$302K	0.1%Prev: 0.3%	1,490 SH	Decreased-4,649 SH
ALAMOS GOLD INC	Common Stock	$778K	0.3%	17,531 SH	New
ALIBABA GROUP HLDG LTD	ADR	$188K	0.1%Prev: 0.2%	1,495 SH	Decreased-1,691 SH
ALLSTATE CORP	Common Stock	$33K	0.0%	157 SH	New
ALPHABET INC	Common Stock	$11.9M	4.9%Prev: 3.0%	41,349 SH	Increased+1,252 SH
AMAZON COM INC	Common Stock	$8.8M	3.6%Prev: 4.6%	42,149 SH	Decreased-9,235 SH
AMERICAN ELEC PWR CO INC	Common Stock	$15K	0.0%	115 SH	New
AMGEN INC	Common Stock	$259K	0.1%Prev: 0.0%	737 SH	Increased+717 SH
ANALOG DEVICES INC	Common Stock	$10K	0.0%	32 SH	New
APPLE INC	Common Stock	$7.1M	2.9%Prev: 3.2%	27,830 SH	Increased-2,797 SH
APPLIED MATLS INC	Common Stock	$11K	0.0%	33 SH	New
APPLOVIN CORP	Common Stock	$273K	0.1%	685 SH	New
APTIV PLC	Common Stock	$514K	0.2%	7,400 SH	New
ARISTA NETWORKS INC	Common Stock	$454K	0.2%Prev: 0.0%	3,700 SH	Increased+3,600 SH
ARM HOLDINGS PLC	ADR	$2.3M	0.9%Prev: 1.9%	15,155 SH	Decreased-21,615 SH
AUTODESK INC	Common Stock	$543K	0.2%Prev: 0.3%	2,270 SH	Decreased
AXON ENTERPRISE INC	Common Stock	$1.7M	0.7%Prev: 0.1%	3,995 SH	Increased+3,645 SH
BANK AMERICA CORP	Common Stock	$325K	0.1%	6,667 SH	New
BANK NEW YORK MELLON CORP	Common Stock	$2.6M	1.1%	21,978 SH	New
BARRICK MNG CORP	Common Stock	$80K	0.0%	1,962 SH	New
BLOCK INC	Common Stock	$2.4M	1.0%Prev: 0.9%	39,845 SH	Increased+3,545 SH
BLOOM ENERGY CORP	Common Stock	$142K	0.1%	1,050 SH	New
BOOT BARN HLDGS INC	Common Stock	$255K	0.1%Prev: 0.1%	1,740 SH	Increased+240 SH
BOSTON SCIENTIFIC CORP	Common Stock	$246K	0.1%Prev: 0.3%	3,928 SH	Decreased-1,849 SH
BROADCOM INC	Common Stock	$4.5M	1.9%Prev: 0.1%	14,695 SH	Increased+13,932 SH
CADENCE DESIGN SYSTEM INC	Common Stock	$1.2M	0.5%Prev: 0.8%	4,300 SH	Decreased-2,200 SH
CANADIAN PACIFIC KANSAS CITY	Common Stock	$393K	0.2%Prev: 0.7%	5,000 SH	Decreased-16,650 SH
CAPITAL ONE FINL CORP	Common Stock	$957K	0.4%Prev: 0.0%	5,245 SH	Increased+4,808 SH
CARNIVAL CORP	Common Stock	$969K	0.4%Prev: 0.5%	37,450 SH	Decreased-12,676 SH
CASELLA WASTE SYS INC	Common Stock	$341K	0.1%Prev: 0.2%	4,300 SH	Decreased+200 SH
CATERPILLAR INC	Common Stock	$2.2M	0.9%Prev: 0.6%	3,172 SH	Increased-435 SH
CELESTICA INC	Common Stock	$48K	0.0%	172 SH	New
CENCORA INC	Common Stock	$917K	0.4%	2,918 SH	New
CHENIERE ENERGY INC	Common Stock	$250K	0.1%Prev: 0.1%	881 SH	Decreased-451 SH
CHEVRON CORPORATION	Common Stock	$428K	0.2%	2,070 SH	New
CHEWY INC	Common Stock	$625K	0.3%Prev: 0.9%	23,150 SH	Decreased-33,799 SH
CIENA CORP	Common Stock	$1.7M	0.7%	4,351 SH	New
CIRCLE INTERNET GROUP INC	Common Stock	$122K	0.1%	1,278 SH	New
CISCO SYS INC	Common Stock	$24K	0.0%	310 SH	New
CITIGROUP INC	Common Stock	$102K	0.0%	900 SH	New
CITIZENS FINL GROUP INC	Common Stock	$1.1M	0.5%	18,936 SH	New
CLEAN HARBORS INC	Common Stock	$4.9M	2.0%Prev: 1.6%	17,107 SH	Increased-350 SH
CLEVELAND-CLIFFS INC NEW	Common Stock	$37K	0.0%	4,427 SH	New
CLOUDFLARE INC	Common Stock	$469K	0.2%Prev: 0.1%	2,271 SH	Increased+336 SH
CME GROUP INC	Common Stock	$325K	0.1%Prev: 1.1%	1,100 SH	Decreased-8,000 SH
COCA COLA CO	Common Stock	$1.0M	0.4%Prev: 0.6%	13,774 SH	Decreased-3,696 SH
COEUR MNG INC	Common Stock	$36K	0.0%Prev: 0.1%	1,895 SH	Decreased-26,073 SH
COHERENT CORP	Common Stock	$949K	0.4%	3,984 SH	New
CONNECTONE BANCORP INC	Common Stock	$408K	0.2%	15,230 SH	New
CONOCOPHILLIPS	Common Stock	$574K	0.2%Prev: 0.1%	4,345 SH	Increased+2,677 SH
CONSTELLATION ENERGY CORP	Common Stock	$96K	0.0%	345 SH	New
CONSTRUCTION PARTNERS INC	Common Stock	$4.0M	1.7%Prev: 1.6%	35,965 SH	Increased-11,500 SH
COREWEAVE INC	Common Stock	$96K	0.0%	1,245 SH	New
CORPAY INC	Common Stock	$22K	0.0%Prev: 0.0%	76 SH	Decreased+11 SH
COSTCO WHOLESALE CORPORATION	Common Stock	$1.4M	0.6%	1,390 SH	New
CRH PLC	Common Stock	$99K	0.0%	944 SH	New
CROWDSTRIKE HLDGS INC	Common Stock	$895K	0.4%Prev: 0.3%	2,292 SH	Increased+190 SH
CUSTOMERS BANCORP INC	Common Stock	$403K	0.2%Prev: 0.1%	5,800 SH	Increased+800 SH
CVS HEALTH CORP	Common Stock	$16K	0.0%Prev: 0.0%	226 SH	Decreased-74 SH
DATADOG INC	Common Stock	$2.4M	1.0%Prev: 0.9%	20,538 SH	Increased+317 SH
DEERE & CO	Common Stock	$11K	0.0%Prev: 0.0%	19 SH	Decreased-194 SH
DOORDASH INC	Common Stock	$2.2M	0.9%	14,900 SH	New
DUTCH BROS INC	Common Stock	$994K	0.4%Prev: 1.0%	19,630 SH	Decreased-13,863 SH
EDWARDS LIFESCIENCES CORP	Common Stock	$10K	0.0%	130 SH	New
ELI LILLY & CO	Common Stock	$238K	0.1%	259 SH	New
EMERSON ELEC CO	Common Stock	$721K	0.3%Prev: 0.5%	5,500 SH	Decreased-3,600 SH
ENTERGY CORP NEW	Common Stock	$24K	0.0%	210 SH	New
EOG RES INC	Common Stock	$202K	0.1%Prev: 0.1%	1,396 SH	Decreased-313 SH
EQT CORP	Common Stock	$11K	0.0%	171 SH	New
EXTREME NETWORKS INC	Common Stock	$335K	0.1%Prev: 0.5%	22,200 SH	Decreased-59,800 SH
EXXON MOBIL CORP	Common Stock	$99K	0.0%Prev: 0.0%	585 SH	Increased+500 SH
FAIR ISAAC CORP	Common Stock	$107K	0.0%Prev: 0.3%	100 SH	Decreased-300 SH
FASTENAL CO	Common Stock	$278K	0.1%	6,000 SH	New
FEDERAL SIGNAL CORP	Common Stock	$2.3M	1.0%Prev: 0.9%	21,498 SH	Increased-5,000 SH
FERGUSON ENTERPRISES INC	Common Stock	$408K	0.2%Prev: 0.1%	1,750 SH	Increased
FLOWSERVE CORP	Common Stock	$342K	0.1%Prev: 0.1%	4,650 SH	Increased+2,370 SH
FREEPORT MCMORAN INC	Common Stock	$4.1M	1.7%	70,491 SH	New
FTAI AVIATION LTD	Common Stock	$1.1M	0.5%	4,610 SH	New
GAP INC	Common Stock	$530K	0.2%	21,900 SH	New
GENERAC HLDGS INC	Common Stock	$1.1M	0.4%	5,508 SH	New
GENERAL MTRS CO	Common Stock	$1.2M	0.5%	15,583 SH	New
GILEAD SCIENCES INC	Common Stock	$23K	0.0%	163 SH	New
GOLDMAN SACHS GROUP INC	Common Stock	$2.3M	1.0%	2,730 SH	New
GRIFFON CORP	Common Stock	$760K	0.3%Prev: 0.6%	10,450 SH	Decreased-8,420 SH
GUARDANT HEALTH INC	Common Stock	$1.1M	0.5%Prev: 0.1%	12,000 SH	Increased+6,000 SH
GUIDEWIRE SOFTWARE INC	Common Stock	$254K	0.1%	1,700 SH	New
GXO LOGISTICS INCORPORATED	Common Stock	$913K	0.4%Prev: 0.2%	17,600 SH	Increased+4,100 SH
HOME DEPOT INC	Common Stock	$197K	0.1%Prev: 0.1%	600 SH	Decreased-200 SH
HONEYWELL INTL INC	Common Stock	$16K	0.0%	71 SH	New
HUBSPOT INC	Common Stock	$419K	0.2%Prev: 0.7%	1,715 SH	Decreased-696 SH
INGERSOLL RAND INC	Common Stock	$1.0M	0.4%Prev: 0.6%	12,499 SH	Decreased-2,543 SH
INTEL CORP	Common Stock	$17K	0.0%	392 SH	New
INTERNATIONAL BUSINESS MACHS	Common Stock	$29K	0.0%Prev: 0.0%	120 SH	Increased+60 SH
INTUITIVE SURGICAL INC	Common Stock	$2.2M	0.9%Prev: 2.8%	4,820 SH	Decreased-7,088 SH
IRHYTHM HOLDINGS INC	Common Stock	$212K	0.1%	1,800 SH	New
JAMES HARDIE INDS PLC	Common Stock	$16K	0.0%	840 SH	New
JOHNSON & JOHNSON	Common Stock	$95K	0.0%Prev: 0.1%	389 SH	Decreased-316 SH
JOHNSON CONTROLS INTERNATION	Common Stock	$16K	0.0%	123 SH	New
JPMORGAN CHASE & CO	Common Stock	$2.7M	1.1%Prev: 0.7%	9,111 SH	Increased+3,251 SH
KARMAN HLDGS INC	Common Stock	$1.8M	0.7%	22,127 SH	New
KLA CORP	Common Stock	$1.3M	0.5%	868 SH	New
KLAVIYO INC	Common Stock	$1.3M	0.5%Prev: 1.0%	67,900 SH	Decreased-3,628 SH
KRATOS DEFENSE & SEC SOLUTIO	Common Stock	$1.5M	0.6%Prev: 0.8%	21,213 SH	Decreased-37,475 SH
LAM RESEARCH CORP	Common Stock	$1.2M	0.5%	5,615 SH	New
LATTICE SEMICONDUCTOR CORP	Common Stock	$1.8M	0.7%Prev: 0.7%	19,520 SH	Increased-9,050 SH
LEVI STRAUSS & CO NEW	Common Stock	$379K	0.2%Prev: 0.1%	20,500 SH	Increased+11,500 SH
LINDE PLC	Common Stock	$198K	0.1%Prev: 0.2%	400 SH	Decreased-400 SH
LUMENTUM HLDGS INC	Common Stock	$2.1M	0.9%	2,958 SH	New
M/I HOMES INC	Common Stock	$669K	0.3%Prev: 0.2%	5,467 SH	Increased+2,128 SH
MARATHON PETE CORP	Common Stock	$93K	0.0%	379 SH	New
MARTIN MARIETTA MATLS INC	Common Stock	$1.5M	0.6%Prev: 0.9%	2,527 SH	Decreased-1,330 SH
MARVELL TECHNOLOGY INC	Common Stock	$1.5M	0.6%Prev: 2.0%	14,681 SH	Decreased-53,764 SH
MASTERCARD INCORPORATED	Common Stock	$4.5M	1.9%Prev: 2.8%	9,085 SH	Decreased-1,715 SH
MCDONALDS CORP	Common Stock	$22K	0.0%	70 SH	New
MCKESSON CORP	Common Stock	$1.6M	0.7%Prev: 0.8%	1,829 SH	Decreased-731 SH
MERCADOLIBRE INC	Common Stock	$2.2M	0.9%	1,245 SH	New
MERCK & CO INC	Common Stock	$12K	0.0%Prev: 0.0%	96 SH	Increased+86 SH
META PLATFORMS INC	Common Stock	$5.4M	2.2%Prev: 1.0%	9,467 SH	Increased+5,931 SH
MICROCHIP TECHNOLOGY INC.	Common Stock	$565K	0.2%Prev: 0.4%	8,740 SH	Decreased-6,860 SH
MICRON TECHNOLOGY INC	Common Stock	$6.2M	2.5%Prev: 1.1%	18,223 SH	Increased-8,087 SH
MICROSOFT CORP	Common Stock	$12.5M	5.2%Prev: 5.3%	33,825 SH	Increased+4,076 SH
MONOLITHIC PWR SYS INC	Common Stock	$3.0M	1.2%Prev: 1.3%	2,723 SH	Increased-1,892 SH
MONSTER BEVERAGE CORP NEW	Common Stock	$772K	0.3%Prev: 0.3%	10,650 SH	Increased
MOODYS CORP	Common Stock	$305K	0.1%Prev: 0.2%	700 SH	Decreased
MSCI INC	Common Stock	$323K	0.1%Prev: 0.2%	600 SH	Decreased-100 SH
NATERA INC	Common Stock	$1.4M	0.6%Prev: 0.4%	7,200 SH	Increased+670 SH
NETFLIX INC.	Common Stock	$2.1M	0.9%	22,265 SH	New
NEWMONT CORP	Common Stock	$85K	0.0%Prev: 0.0%	783 SH	Increased-657 SH
NU HLDGS LTD	Common Stock	$2.0M	0.8%Prev: 0.4%	140,630 SH	Increased+47,930 SH
NVIDIA CORPORATION	Common Stock	$15.9M	6.6%Prev: 5.3%	91,176 SH	Increased-12,777 SH
OLD DOMINION FREIGHT LINE IN	Common Stock	$195K	0.1%	1,000 SH	New
ON HLDG AG	Common Stock	$1.5M	0.6%Prev: 0.8%	43,910 SH	Decreased+3,160 SH
ONESPAWORLD HOLDINGS LIMITED	Common Stock	$2.0M	0.8%Prev: 0.8%	88,519 SH	Increased-7,017 SH
ORACLE CORP	Common Stock	$1.4M	0.6%	9,799 SH	New
OREILLY AUTOMOTIVE INC	Common Stock	$166K	0.1%Prev: 0.2%	1,800 SH	Decreased+1,560 SH
PALANTIR TECHNOLOGIES INC	Common Stock	$596K	0.2%Prev: 0.1%	4,076 SH	Increased+2,576 SH
PALO ALTO NETWORKS INC	Common Stock	$833K	0.3%Prev: 0.4%	5,198 SH	Increased+816 SH
PARKER-HANNIFIN CORP	Common Stock	$620K	0.3%	692 SH	New
PULTE GROUP INC	Common Stock	$52K	0.0%	444 SH	New
QUANTA SVCS INC	Common Stock	$4.3M	1.8%Prev: 1.0%	7,890 SH	Increased-861 SH
RALPH LAUREN CORP	Common Stock	$988K	0.4%Prev: 0.0%	2,871 SH	Increased+2,801 SH
RAMBUS INC DEL	Common Stock	$2.2M	0.9%Prev: 1.1%	25,700 SH	Decreased-17,950 SH
ROCKET LAB CORP	Common Stock	$1.2M	0.5%	19,435 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$829K	0.3%Prev: 0.3%	2,310 SH	Increased
ROSS STORES INC	Common Stock	$2.0M	0.8%	9,367 SH	New
RTX CORPORATION	Common Stock	$30K	0.0%	153 SH	New
S&P GLOBAL INC	Common Stock	$510K	0.2%Prev: 0.5%	1,200 SH	Decreased-800 SH
SALESFORCE INC	Common Stock	$3.9M	1.6%	20,850 SH	New
SERVICENOW INC	Common Stock	$5.2M	2.1%Prev: 3.1%	49,648 SH	Decreased+41,457 SH
SHERWIN WILLIAMS CO	Common Stock	$128K	0.1%Prev: 0.1%	400 SH	Decreased-300 SH
SHOPIFY INC	Common Stock	$498K	0.2%Prev: 0.2%	4,195 SH	Decreased-1,211 SH
SLB LIMITED	Common Stock	$466K	0.2%	9,059 SH	New
SNOWFLAKE INC	Common Stock	$747K	0.3%Prev: 0.3%	4,950 SH	Increased+50 SH
SOMNIGROUP INTERNATIONAL INC	Common Stock	$991K	0.4%	13,400 SH	New
SOUTHERN COPPER CORP	Common Stock	$23K	0.0%	131 SH	New
SPOTIFY TECHNOLOGY S A	Common Stock	$596K	0.2%	1,230 SH	New
STEEL DYNAMICS INC	Common Stock	$645K	0.3%	3,582 SH	New
SYMBOTIC INC	Common Stock	$1.9M	0.8%Prev: 1.1%	35,075 SH	Decreased-79,180 SH
TAIWAN SEMICONDUCTOR MANUFAC	ADR	$783K	0.3%	2,316 SH	New
TARGET CORP	Common Stock	$28K	0.0%	235 SH	New
TELEDYNE TECHNOLOGIES INC	Common Stock	$607K	0.3%Prev: 0.1%	1,003 SH	Increased+503 SH
TESLA INC	Common Stock	$997K	0.4%Prev: 0.7%	2,681 SH	Decreased-2,989 SH
TJX COS INC NEW	Common Stock	$32K	0.0%	203 SH	New
TKO GROUP HOLDINGS INC	Common Stock	$656K	0.3%	3,255 SH	New
TOAST INC	Common Stock	$172K	0.1%Prev: 0.7%	6,500 SH	Decreased-38,700 SH
TOLL BROTHERS INC	Common Stock	$429K	0.2%Prev: 0.0%	3,147 SH	Increased+2,477 SH
TRANSMEDICS GROUP INC	Common Stock	$179K	0.1%	1,800 SH	New
TTM TECHNOLOGIES INC	Common Stock	$1.0M	0.4%	10,565 SH	New
UBER TECHNOLOGIES INC	Common Stock	$533K	0.2%	7,405 SH	New
UMB FINL CORP	Common Stock	$412K	0.2%Prev: 0.1%	3,650 SH	Increased+1,750 SH
UNION PAC CORP	Common Stock	$2.5M	1.0%Prev: 0.3%	10,101 SH	Increased+7,601 SH
VALE S A	Common Stock	$25K	0.0%	1,600 SH	New
VALERO ENERGY CORP	Common Stock	$108K	0.0%	437 SH	New
VICTORIAS SECRET AND CO	Common Stock	$867K	0.4%	18,700 SH	New
VISA INC	Common Stock	$2.1M	0.9%Prev: 2.0%	6,841 SH	Decreased-5,487 SH
VULCAN MATLS CO	Common Stock	$1.4M	0.6%Prev: 0.9%	5,030 SH	Decreased-3,275 SH
WABTEC	Common Stock	$2.2M	0.9%Prev: 0.8%	8,991 SH	Increased-710 SH
WALMART INC	Common Stock	$1.7M	0.7%Prev: 0.6%	13,850 SH	Increased-189 SH
WASTE CONNECTIONS INC	Common Stock	$468K	0.2%Prev: 1.0%	2,884 SH	Decreased-8,002 SH
WASTE MGMT INC DEL	Common Stock	$1.7M	0.7%Prev: 0.4%	7,207 SH	Increased+3,770 SH
WELLS FARGO & CO	Common Stock	$256K	0.1%	3,215 SH	New
WESCO INTL INC	Common Stock	$16K	0.0%	59 SH	New
WILLIAMS COS INC	Common Stock	$11K	0.0%	150 SH	New
ZSCALER INC	Common Stock	$513K	0.2%	3,660 SH	New

Sold (vs prior filing)

ABERCROMBIE & FITCH CO — $5K
ALAMOS GOLD INC NEW — $542K
AMERISOURCEBERGEN CORP — $12K
ANSYS INC — $871K
ANTERO RESOURCES CORP — $23K
ANTHEM INC — $22K
ATLASSIAN CORPORATION — $424K
AUTOZONE INC — $122K
BAKER HUGHES COMPANY — $70K
BARRICK GOLD CORP — $117K
BK OF AMERICA CORP — $1.0M
CHUBB LIMITED — $23K
COMERICA INC — $9K
COSTCO WHSL CORP NEW — $1.4M
CROCS INC — $393K
CSX CORP — $441K
CUMMINS INC — $20K
CYBERARK SOFTWARE LTD — $4.1M
DECKERS OUTDOOR CORP — $566K
DEXCOM INC — $2.9M
… and 57 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