13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002079571-25-000001
Total Value
$249.3M
Positions
200
Other Managers
0
Confidential Omitted
No
Holdings (200)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 31,051 | $15.4M | 6.20% |
| 2 | NVIDIA CORPORATION | NVDA | 95,225 | $15.0M | 6.03% |
| 3 | APPLE INC | AAPL | 44,666 | $9.2M | 3.68% |
| 4 | SERVICENOW INC | NOW | 8,330 | $8.6M | 3.44% |
| 5 | MASTERCARD INCORPORATED | MA | 15,192 | $8.5M | 3.42% |
| 6 | AMAZON COM INC | AMZN | 34,664 | $7.6M | 3.05% |
| 7 | VISA INC | V | 19,134 | $6.8M | 2.72% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 11,464 | $6.2M | 2.50% |
| 9 | ALPHABET INC | GOOG | 29,600 | $5.3M | 2.11% |
| 10 | META PLATFORMS INC | META | 7,010 | $5.2M | 2.08% |
| 11 | CYBERARK SOFTWARE LTD | M2682V108 | 11,850 | $4.8M | 1.93% |
| 12 | SYMBOTIC INC | SYM | 121,495 | $4.7M | 1.89% |
| 13 | CONSTRUCTION PARTNERS INC | ROAD | 43,915 | $4.7M | 1.87% |
| 14 | SALESFORCE COM INC | CRM | 15,638 | $4.3M | 1.71% |
| 15 | CLEAN HARBORS INC | CLH | 17,657 | $4.1M | 1.64% |
| 16 | MERCADOLIBRE INC | MELI | 1,525 | $4.0M | 1.60% |
| 17 | NETFLIX INC | NFLX | 2,560 | $3.4M | 1.38% |
| 18 | MICRON TECHNOLOGY INC | MU | 26,310 | $3.2M | 1.30% |
| 19 | DEXCOM INC | DXCM | 33,470 | $2.9M | 1.17% |
| 20 | QUANTA SVCS INC | 74762E102 | 7,661 | $2.9M | 1.16% |
| 21 | FEDERAL SIGNAL CORP | FSS | 27,198 | $2.9M | 1.16% |
| 22 | TRADEWEB MKTS INC | 892672106 | 19,340 | $2.8M | 1.14% |
| 23 | ARM HOLDINGS PLC | 042068205 | 17,335 | $2.8M | 1.12% |
| 24 | DATADOG INC | DDOG | 20,797 | $2.8M | 1.12% |
| 25 | MONOLITHIC PWR SYS INC | 609839105 | 3,585 | $2.6M | 1.05% |
| 26 | DUTCH BROS INC | BROS | 37,662 | $2.6M | 1.03% |
| 27 | BLOCK INC | BSQKZ | 36,300 | $2.5M | 0.99% |
| 28 | VULCAN MATLS CO | 929160109 | 9,305 | $2.4M | 0.97% |
| 29 | WASTE MGMT INC DEL | 94106L109 | 10,437 | $2.4M | 0.96% |
| 30 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 51,063 | $2.4M | 0.95% |
| 31 | KLAVIYO INC | KVYO | 70,600 | $2.4M | 0.95% |
| 32 | WASTE CONNECTIONS INC | WCN | 12,386 | $2.3M | 0.93% |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 15,557 | $2.2M | 0.89% |
| 34 | CHEWY INC | CHWY | 50,720 | $2.2M | 0.87% |
| 35 | RAMBUS INC DEL | RMBS | 33,150 | $2.1M | 0.85% |
| 36 | MARTIN MARIETTA MATLS INC | 573284106 | 3,857 | $2.1M | 0.85% |
| 37 | ON HLDG AG | H5919C104 | 39,650 | $2.1M | 0.83% |
| 38 | NU HLDGS LTD | NU | 149,700 | $2.1M | 0.82% |
| 39 | CADENCE DESIGN SYSTEM INC | CDNS | 6,500 | $2.0M | 0.80% |
| 40 | ONESPAWORLD HOLDINGS LIMITED | OSW | 95,469 | $1.9M | 0.78% |
| 41 | COCA COLA CO | KO | 26,735 | $1.9M | 0.76% |
| 42 | MCKESSON CORP | MCK | 2,552 | $1.9M | 0.75% |
| 43 | WABTEC | 929740108 | 8,691 | $1.8M | 0.73% |
| 44 | JPMORGAN CHASE & CO | VYLD | 6,078 | $1.8M | 0.71% |
| 45 | TOAST INC | TOST | 38,900 | $1.7M | 0.69% |
| 46 | QUALCOMM INC | QCOM | 10,775 | $1.7M | 0.69% |
| 47 | CANADIAN PACIFIC KANSAS CITY | CP | 21,650 | $1.7M | 0.69% |
| 48 | PARSONS CORP DEL | PSN | 20,587 | $1.5M | 0.59% |
| 49 | VEEVA SYS INC | VEEV | 5,040 | $1.5M | 0.58% |
| 50 | COSTCO WHSL CORP NEW | 22160K105 | 1,406 | $1.4M | 0.56% |
| 51 | CME GROUP INC | CME | 5,039 | $1.4M | 0.56% |
| 52 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,500 | $1.4M | 0.55% |
| 53 | WALMART INC | WMT | 14,039 | $1.4M | 0.55% |
| 54 | GRIFFON CORP | GFF | 18,845 | $1.4M | 0.55% |
| 55 | CARNIVAL CORP | CUKPF | 48,356 | $1.4M | 0.55% |
| 56 | CATERPILLAR INC | CAT | 3,429 | $1.3M | 0.53% |
| 57 | FRESHPET INC | FRPT | 18,500 | $1.3M | 0.50% |
| 58 | LATTICE SEMICONDUCTOR CORP | LSCC | 25,470 | $1.2M | 0.50% |
| 59 | NATERA INC | NTRA | 7,310 | $1.2M | 0.50% |
| 60 | EMERSON ELEC CO | EMR | 9,100 | $1.2M | 0.49% |
| 61 | CROWDSTRIKE HLDGS INC | CRWD | 2,279 | $1.2M | 0.47% |
| 62 | MARVELL TECHNOLOGY INC | MRVL | 14,970 | $1.2M | 0.46% |
| 63 | SNOWFLAKE INC | SNOW | 5,103 | $1.1M | 0.46% |
| 64 | PALO ALTO NETWORKS INC | PANW | 5,564 | $1.1M | 0.46% |
| 65 | BK OF AMERICA CORP | 060505104 | 23,973 | $1.1M | 0.46% |
| 66 | INGERSOLL RAND INC | IR | 13,347 | $1.1M | 0.45% |
| 67 | TESLA INC | TSLA | 3,430 | $1.1M | 0.44% |
| 68 | WELLS FARGO CO NEW | 949746101 | 13,285 | $1.1M | 0.43% |
| 69 | S&P GLOBAL INC | SPGI | 2,000 | $1.1M | 0.42% |
| 70 | SITEONE LANDSCAPE SUPPLY INC | SITE | 8,600 | $1.0M | 0.42% |
| 71 | HOME DEPOT INC | HD | 2,800 | $1.0M | 0.41% |
| 72 | MCDONALDS CORP | MCD | 3,478 | $1.0M | 0.41% |
| 73 | AAON INC | AAON | 13,600 | $1.0M | 0.40% |
| 74 | HUBSPOT INC | HUBS | 1,715 | $954,620 | 0.38% |
| 75 | FISERV INC | FISV | 5,400 | $931,014 | 0.37% |
| 76 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 20,000 | $925,800 | 0.37% |
| 77 | MURPHY USA INC | MUSA | 2,100 | $854,280 | 0.34% |
| 78 | EXTREME NETWORKS INC | EXTR | 47,000 | $843,650 | 0.34% |
| 79 | AGNICO EAGLE MINES LTD | AEM | 6,986 | $828,839 | 0.33% |
| 80 | MICROCHIP TECHNOLOGY INC. | MCHPP | 11,600 | $816,292 | 0.33% |
| 81 | ROCKWELL AUTOMATION INC | ROK | 2,310 | $767,313 | 0.31% |
| 82 | NAVITAS SEMICONDUCTOR CORP | NVTS | 113,000 | $740,150 | 0.30% |
| 83 | ANSYS INC | 03662Q105 | 2,095 | $735,806 | 0.30% |
| 84 | SYNOPSYS INC | SNPS | 1,430 | $733,132 | 0.29% |
| 85 | FAIR ISAAC CORP | FICO | 400 | $731,184 | 0.29% |
| 86 | PTC INC | PTC | 4,230 | $728,998 | 0.29% |
| 87 | BOSTON SCIENTIFIC CORP | BSX | 6,778 | $728,025 | 0.29% |
| 88 | AUTODESK INC | ADSK | 2,270 | $702,724 | 0.28% |
| 89 | ALAMOS GOLD INC NEW | AGI | 25,588 | $677,748 | 0.27% |
| 90 | IRIDIUM COMMUNICATIONS INC | IRDM | 22,423 | $676,502 | 0.27% |
| 91 | MONSTER BEVERAGE CORP NEW | MNST | 10,650 | $667,116 | 0.27% |
| 92 | GXO LOGISTICS INCORPORATED | GXO | 13,500 | $657,450 | 0.26% |
| 93 | PROCORE TECHNOLOGIES INC | PCOR | 9,500 | $649,990 | 0.26% |
| 94 | SHOPIFY INC | SHOP | 4,631 | $534,186 | 0.21% |
| 95 | GUARDANT HEALTH INC | GH | 10,200 | $530,808 | 0.21% |
| 96 | MSCI INC | MSCI | 898 | $517,913 | 0.21% |
| 97 | BROADCOM INC | AVGO | 1,815 | $500,305 | 0.20% |
| 98 | CASELLA WASTE SYS INC | CWST | 4,100 | $473,058 | 0.19% |
| 99 | DECKERS OUTDOOR CORP | DECK | 4,520 | $465,876 | 0.19% |
| 100 | CLOUDFLARE INC | NET | 2,204 | $431,609 | 0.17% |
| 101 | TEMPUR SEALY INTL INC | SGI | 6,300 | $428,715 | 0.17% |
| 102 | ATLASSIAN CORPORATION | TEAM | 2,000 | $406,180 | 0.16% |
| 103 | KEMPER CORP | KMPB | 6,000 | $387,240 | 0.16% |
| 104 | FERGUSON ENTERPRISES INC | FERG | 1,750 | $381,063 | 0.15% |
| 105 | LINDE PLC | LIN | 812 | $380,974 | 0.15% |
| 106 | PRIMO BRANDS CORPORATION | PRMB | 12,500 | $370,250 | 0.15% |
| 107 | MOODYS CORP | MCO | 700 | $351,113 | 0.14% |
| 108 | TELEDYNE TECHNOLOGIES INC | TDY | 650 | $333,001 | 0.13% |
| 109 | OREILLY AUTOMOTIVE INC | 67103H107 | 3,600 | $324,468 | 0.13% |
| 110 | M/I HOMES INC | MHO | 2,800 | $313,936 | 0.13% |
| 111 | ABBVIE INC | ABBV | 1,691 | $313,883 | 0.13% |
| 112 | CHENIERE ENERGY INC | LNG | 1,245 | $303,182 | 0.12% |
| 113 | LIVE NATION ENTERTAINMENT IN | LYV | 2,000 | $302,560 | 0.12% |
| 114 | UNION PAC CORP | UNP | 1,300 | $299,104 | 0.12% |
| 115 | KINSALE CAP GROUP INC | 49714P108 | 600 | $290,340 | 0.12% |
| 116 | COEUR MNG INC | 192108504 | 32,559 | $288,473 | 0.12% |
| 117 | PHILIP MORRIS INTL INC | 718172109 | 1,545 | $281,391 | 0.11% |
| 118 | AXON ENTERPRISE INC | AXON | 339 | $280,672 | 0.11% |
| 119 | NORTHERN OIL AND GAS INC MN | NOG | 9,800 | $277,830 | 0.11% |
| 120 | CSX CORP | CSX | 8,000 | $261,040 | 0.10% |
| 121 | ADDUS HOMECARE CORP | ADUS | 2,200 | $253,418 | 0.10% |
| 122 | SHERWIN WILLIAMS CO | SHW | 700 | $240,352 | 0.10% |
| 123 | CUSTOMERS BANCORP INC | CUBB | 4,000 | $234,960 | 0.09% |
| 124 | SWEETGREEN INC | SG | 15,000 | $223,200 | 0.09% |
| 125 | BOOT BARN HLDGS INC | BOOT | 1,455 | $221,160 | 0.09% |
| 126 | FREEPORT-MCMORAN INC | FCX | 4,985 | $216,100 | 0.09% |
| 127 | MONDAY COM LTD | MNDY | 670 | $210,702 | 0.08% |
| 128 | PALANTIR TECHNOLOGIES INC | PLTR | 1,500 | $204,480 | 0.08% |
| 129 | THE TRADE DESK INC | 88339J105 | 2,840 | $204,452 | 0.08% |
| 130 | POOL CORP | POOL | 700 | $204,036 | 0.08% |
| 131 | UMB FINL CORP | 902788108 | 1,900 | $199,804 | 0.08% |
| 132 | ALIBABA GROUP HLDG LTD | BBAAY | 1,495 | $169,548 | 0.07% |
| 133 | NEWMONT CORP | NEMCL | 2,882 | $167,905 | 0.07% |
| 134 | HOWMET AEROSPACE INC | HWM | 900 | $167,517 | 0.07% |
| 135 | LEVI STRAUSS & CO NEW | LEVI | 9,000 | $166,410 | 0.07% |
| 136 | BARRICK GOLD CORP | 067901108 | 7,945 | $164,714 | 0.07% |
| 137 | DOORDASH INC | DASH | 630 | $155,301 | 0.06% |
| 138 | ARISTA NETWORKS INC | ANET | 1,453 | $148,656 | 0.06% |
| 139 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 600 | $145,710 | 0.06% |
| 140 | EXACT SCIENCES CORP | 30063P105 | 2,400 | $127,536 | 0.05% |
| 141 | NOV INC | NOV | 10,000 | $124,300 | 0.05% |
| 142 | APPLOVIN CORP | APP | 300 | $105,024 | 0.04% |
| 143 | FLOWSERVE CORP | FLS | 2,000 | $104,700 | 0.04% |
| 144 | VERTIV HOLDINGS CO | VRT | 800 | $102,728 | 0.04% |
| 145 | EOG RES INC | EOG | 796 | $95,210 | 0.04% |
| 146 | ROYAL CARIBBEAN GROUP | V7780T103 | 301 | $94,255 | 0.04% |
| 147 | SEA LTD | SE | 500 | $79,970 | 0.03% |
| 148 | SPOTIFY TECHNOLOGY S A | SPOT | 100 | $76,734 | 0.03% |
| 149 | UBER TECHNOLOGIES INC | UBER | 800 | $74,640 | 0.03% |
| 150 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,300 | $72,995 | 0.03% |
| 151 | DYNATRACE INC | DT | 1,282 | $70,779 | 0.03% |
| 152 | PROGRESSIVE CORP | 743315103 | 220 | $58,709 | 0.02% |
| 153 | CONOCOPHILLIPS | COP | 650 | $58,331 | 0.02% |
| 154 | INTEL CORP | INTC | 1,230 | $27,552 | 0.01% |
| 155 | SYNCHRONY FINANCIAL | SYF-PB | 390 | $26,029 | 0.01% |
| 156 | CAPITAL ONE FINL CORP | 14040H105 | 100 | $21,276 | 0.01% |
| 157 | CORPAY INC | CPAY | 57 | $18,914 | 0.01% |
| 158 | DOLLAR GEN CORP NEW | 256677105 | 157 | $17,958 | 0.01% |
| 159 | INTERNATIONAL BUSINESS MACHS | INTR | 60 | $17,687 | 0.01% |
| 160 | DISNEY WALT CO | 254687106 | 140 | $17,361 | 0.01% |
| 161 | AT&T INC | T-PC | 515 | $14,904 | 0.01% |
| 162 | KROGER CO | KR | 203 | $14,561 | 0.01% |
| 163 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 110 | $13,956 | 0.01% |
| 164 | CHUBB LIMITED | CB | 48 | $13,907 | 0.01% |
| 165 | AMERISOURCEBERGEN CORP | COR | 43 | $12,894 | 0.01% |
| 166 | CIGNA CORP NEW | 125523100 | 34 | $11,240 | 0.00% |
| 167 | SCHWAB CHARLES CORP | SCHW-PJ | 122 | $11,131 | 0.00% |
| 168 | MARATHON PETE CORP | MARA | 67 | $11,129 | 0.00% |
| 169 | EQT CORP | EQT | 187 | $10,906 | 0.00% |
| 170 | WILLIAMS COS INC | 969457100 | 172 | $10,803 | 0.00% |
| 171 | DELL TECHNOLOGIES INC | DELL | 88 | $10,789 | 0.00% |
| 172 | RANGE RES CORP | RRC | 257 | $10,452 | 0.00% |
| 173 | CVS HEALTH CORP | CVS | 150 | $10,347 | 0.00% |
| 174 | AMGEN INC | AMGN | 37 | $10,331 | 0.00% |
| 175 | NXP SEMICONDUCTORS N V | NXPI | 46 | $10,051 | 0.00% |
| 176 | BANK NEW YORK MELLON CORP | 064058100 | 107 | $9,749 | 0.00% |
| 177 | ANTHEM INC | ELV | 25 | $9,724 | 0.00% |
| 178 | ROPER TECHNOLOGIES INC | ROP | 17 | $9,636 | 0.00% |
| 179 | BAKER HUGHES COMPANY | BKR | 250 | $9,585 | 0.00% |
| 180 | GENERAL MTRS CO | 37045V100 | 193 | $9,498 | 0.00% |
| 181 | BLACKROCK INC | BLK | 9 | $9,443 | 0.00% |
| 182 | WESCO INTL INC | 95082P105 | 50 | $9,260 | 0.00% |
| 183 | CRH PLC | CRH | 100 | $9,180 | 0.00% |
| 184 | JOHNSON & JOHNSON | JNJ | 60 | $9,165 | 0.00% |
| 185 | EXXON MOBIL CORP | XOM | 85 | $9,163 | 0.00% |
| 186 | MACYS INC | 55616P104 | 729 | $8,500 | 0.00% |
| 187 | RALPH LAUREN CORP | RL | 30 | $8,228 | 0.00% |
| 188 | ABBOTT LABS | ABLZF | 60 | $8,161 | 0.00% |
| 189 | TOLL BROTHERS INC | TOL | 70 | $7,989 | 0.00% |
| 190 | 3M CO | MMM | 48 | $7,308 | 0.00% |
| 191 | DUKE ENERGY CORP NEW | DUKB | 61 | $7,198 | 0.00% |
| 192 | TEXAS INSTRS INC | 882508104 | 30 | $6,229 | 0.00% |
| 193 | TRANSDIGM GROUP INC | TDG | 4 | $6,083 | 0.00% |
| 194 | FEDEX CORP | FDX | 25 | $5,683 | 0.00% |
| 195 | RAYTHEON TECHNOLOGIES CORP | RTX | 36 | $5,257 | 0.00% |
| 196 | DEERE & CO | DE | 10 | $5,085 | 0.00% |
| 197 | UNITEDHEALTH GROUP INC | UNH | 16 | $4,992 | 0.00% |
| 198 | TJX COS INC NEW | 872540109 | 40 | $4,940 | 0.00% |
| 199 | T-MOBILE US INC | TMUSZ | 20 | $4,765 | 0.00% |
| 200 | ALTRIA GROUP INC | MO | 80 | $4,690 | 0.00% |