13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002079571-25-000002
Total Value
$211.9M
Positions
185
Other Managers
0
Confidential Omitted
No
Holdings (185)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 103,953 | $11.3M | 5.32% |
| 2 | MICROSOFT CORP | MSFT | 29,749 | $11.2M | 5.27% |
| 3 | AMAZON COM INC | AMZN | 51,384 | $9.8M | 4.61% |
| 4 | APPLE INC | AAPL | 30,627 | $6.8M | 3.21% |
| 5 | SERVICENOW INC | NOW | 8,191 | $6.5M | 3.08% |
| 6 | ALPHABET INC | GOOG | 40,097 | $6.3M | 2.96% |
| 7 | MASTERCARD INCORPORATED | MA | 10,800 | $5.9M | 2.79% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 11,908 | $5.9M | 2.78% |
| 9 | SALESFORCE COM INC | CRM | 16,939 | $4.5M | 2.15% |
| 10 | VISA INC | V | 12,328 | $4.3M | 2.04% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 41,907 | $4.3M | 2.03% |
| 12 | MARVELL TECHNOLOGY INC | MRVL | 68,445 | $4.2M | 1.99% |
| 13 | CYBERARK SOFTWARE LTD | M2682V108 | 12,110 | $4.1M | 1.93% |
| 14 | ARM HOLDINGS PLC | 042068205 | 36,770 | $3.9M | 1.85% |
| 15 | CLEAN HARBORS INC | CLH | 17,457 | $3.4M | 1.62% |
| 16 | CONSTRUCTION PARTNERS INC | ROAD | 47,465 | $3.4M | 1.61% |
| 17 | MERCADOLIBRE INC | MELI | 1,705 | $3.3M | 1.57% |
| 18 | DEXCOM INC | DXCM | 41,920 | $2.9M | 1.35% |
| 19 | MONOLITHIC PWR SYS INC | 609839105 | 4,615 | $2.7M | 1.26% |
| 20 | CME GROUP INC | CME | 9,100 | $2.4M | 1.14% |
| 21 | SYMBOTIC INC | SYM | 114,255 | $2.3M | 1.09% |
| 22 | MICRON TECHNOLOGY INC | MU | 26,310 | $2.3M | 1.08% |
| 23 | RAMBUS INC DEL | RMBS | 43,650 | $2.3M | 1.07% |
| 24 | QUANTA SVCS INC | 74762E102 | 8,751 | $2.2M | 1.05% |
| 25 | KLAVIYO INC | KVYO | 71,528 | $2.2M | 1.02% |
| 26 | WASTE CONNECTIONS INC | WCN | 10,886 | $2.1M | 1.00% |
| 27 | DUTCH BROS INC | BROS | 33,493 | $2.1M | 0.98% |
| 28 | META PLATFORMS INC | META | 3,536 | $2.0M | 0.96% |
| 29 | DATADOG INC | DDOG | 20,221 | $2.0M | 0.95% |
| 30 | BLOCK INC | BSQKZ | 36,300 | $2.0M | 0.93% |
| 31 | FEDERAL SIGNAL CORP | FSS | 26,498 | $1.9M | 0.92% |
| 32 | VULCAN MATLS CO | 929160109 | 8,305 | $1.9M | 0.91% |
| 33 | CHEWY INC | CHWY | 56,949 | $1.9M | 0.87% |
| 34 | MARTIN MARIETTA MATLS INC | 573284106 | 3,857 | $1.8M | 0.87% |
| 35 | ON HLDG AG | H5919C104 | 40,750 | $1.8M | 0.84% |
| 36 | WABTEC | 929740108 | 9,701 | $1.8M | 0.83% |
| 37 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 58,688 | $1.7M | 0.82% |
| 38 | MCKESSON CORP | MCK | 2,560 | $1.7M | 0.81% |
| 39 | QUALCOMM INC | QCOM | 11,154 | $1.7M | 0.81% |
| 40 | CADENCE DESIGN SYSTEM INC | CDNS | 6,500 | $1.7M | 0.78% |
| 41 | ONESPAWORLD HOLDINGS LIMITED | OSW | 95,536 | $1.6M | 0.76% |
| 42 | FRESHPET INC | FRPT | 18,715 | $1.6M | 0.73% |
| 43 | CANADIAN PACIFIC KANSAS CITY | CP | 21,650 | $1.5M | 0.72% |
| 44 | TOAST INC | TOST | 45,200 | $1.5M | 0.71% |
| 45 | LATTICE SEMICONDUCTOR CORP | LSCC | 28,570 | $1.5M | 0.71% |
| 46 | TESLA INC | TSLA | 5,670 | $1.5M | 0.69% |
| 47 | JPMORGAN CHASE & CO | VYLD | 5,860 | $1.4M | 0.68% |
| 48 | COSTCO WHSL CORP NEW | 22160K105 | 1,481 | $1.4M | 0.66% |
| 49 | HUBSPOT INC | HUBS | 2,411 | $1.4M | 0.65% |
| 50 | GRIFFON CORP | GFF | 18,870 | $1.3M | 0.64% |
| 51 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,500 | $1.3M | 0.61% |
| 52 | COCA COLA CO | KO | 17,470 | $1.3M | 0.59% |
| 53 | WALMART INC | WMT | 14,039 | $1.2M | 0.58% |
| 54 | VEEVA SYS INC | VEEV | 5,310 | $1.2M | 0.58% |
| 55 | PARSONS CORP DEL | PSN | 20,608 | $1.2M | 0.58% |
| 56 | INGERSOLL RAND INC | IR | 15,042 | $1.2M | 0.57% |
| 57 | CATERPILLAR INC | CAT | 3,607 | $1.2M | 0.56% |
| 58 | AAON INC | AAON | 14,750 | $1.2M | 0.54% |
| 59 | ABBVIE INC | ABBV | 5,310 | $1.1M | 0.53% |
| 60 | EXTREME NETWORKS INC | EXTR | 82,000 | $1.1M | 0.51% |
| 61 | BK OF AMERICA CORP | 060505104 | 25,154 | $1.0M | 0.50% |
| 62 | SITEONE LANDSCAPE SUPPLY INC | SITE | 8,600 | $1.0M | 0.49% |
| 63 | WELLS FARGO CO NEW | 949746101 | 14,166 | $1.0M | 0.48% |
| 64 | S&P GLOBAL INC | SPGI | 2,000 | $1.0M | 0.48% |
| 65 | EMERSON ELEC CO | EMR | 9,100 | $997,724 | 0.47% |
| 66 | CARNIVAL CORP | CUKPF | 50,126 | $978,961 | 0.46% |
| 67 | NU HLDGS LTD | NU | 92,700 | $949,248 | 0.45% |
| 68 | TRADEWEB MKTS INC | 892672106 | 6,365 | $944,948 | 0.45% |
| 69 | NATERA INC | NTRA | 6,530 | $923,407 | 0.44% |
| 70 | ANSYS INC | 03662Q105 | 2,750 | $870,540 | 0.41% |
| 71 | WASTE MGMT INC DEL | 94106L109 | 3,437 | $795,700 | 0.38% |
| 72 | SYNOPSYS INC | SNPS | 1,850 | $793,372 | 0.37% |
| 73 | MICROCHIP TECHNOLOGY INC. | MCHPP | 15,600 | $755,196 | 0.36% |
| 74 | PALO ALTO NETWORKS INC | PANW | 4,382 | $747,744 | 0.35% |
| 75 | PTC INC | PTC | 4,800 | $743,760 | 0.35% |
| 76 | CROWDSTRIKE HLDGS INC | CRWD | 2,102 | $741,123 | 0.35% |
| 77 | FAIR ISAAC CORP | FICO | 400 | $737,664 | 0.35% |
| 78 | SNOWFLAKE INC | SNOW | 4,900 | $716,184 | 0.34% |
| 79 | AGNICO EAGLE MINES LTD | AEM | 6,139 | $667,067 | 0.31% |
| 80 | PROCORE TECHNOLOGIES INC | PCOR | 9,500 | $627,190 | 0.30% |
| 81 | MONSTER BEVERAGE CORP NEW | MNST | 10,650 | $623,238 | 0.29% |
| 82 | IRIDIUM COMMUNICATIONS INC | IRDM | 22,423 | $612,596 | 0.29% |
| 83 | ROCKWELL AUTOMATION INC | ROK | 2,310 | $596,858 | 0.28% |
| 84 | AUTODESK INC | ADSK | 2,270 | $594,286 | 0.28% |
| 85 | UNION PAC CORP | UNP | 2,500 | $590,600 | 0.28% |
| 86 | BOSTON SCIENTIFIC CORP | BSX | 5,777 | $582,784 | 0.28% |
| 87 | DECKERS OUTDOOR CORP | DECK | 5,062 | $565,982 | 0.27% |
| 88 | ALAMOS GOLD INC NEW | AGI | 20,228 | $542,060 | 0.26% |
| 89 | GXO LOGISTICS INCORPORATED | GXO | 13,500 | $527,580 | 0.25% |
| 90 | LIVE NATION ENTERTAINMENT IN | LYV | 4,000 | $522,320 | 0.25% |
| 91 | SHOPIFY INC | SHOP | 5,406 | $515,795 | 0.24% |
| 92 | CASELLA WASTE SYS INC | CWST | 4,100 | $457,191 | 0.22% |
| 93 | PRIMO BRANDS CORPORATION | PRMB | 12,500 | $443,625 | 0.21% |
| 94 | CSX CORP | CSX | 15,000 | $441,450 | 0.21% |
| 95 | ATLASSIAN CORPORATION | TEAM | 2,000 | $424,420 | 0.20% |
| 96 | ALIBABA GROUP HLDG LTD | BBAAY | 3,186 | $421,157 | 0.20% |
| 97 | NAVITAS SEMICONDUCTOR CORP | NVTS | 200,000 | $410,000 | 0.19% |
| 98 | PHILIP MORRIS INTL INC | 718172109 | 2,500 | $396,825 | 0.19% |
| 99 | MSCI INC | MSCI | 700 | $395,850 | 0.19% |
| 100 | CROCS INC | CROX | 3,700 | $392,940 | 0.19% |
| 101 | M/I HOMES INC | MHO | 3,339 | $381,247 | 0.18% |
| 102 | LINDE PLC | LIN | 800 | $372,512 | 0.18% |
| 103 | SWEETGREEN INC | SG | 14,780 | $369,796 | 0.17% |
| 104 | KEMPER CORP | KMPB | 5,500 | $367,675 | 0.17% |
| 105 | OREILLY AUTOMOTIVE INC | 67103H107 | 240 | $343,819 | 0.16% |
| 106 | TEMPUR SEALY INTL INC | SGI | 5,500 | $329,340 | 0.16% |
| 107 | MOODYS CORP | MCO | 700 | $325,983 | 0.15% |
| 108 | CHENIERE ENERGY INC | LNG | 1,332 | $308,225 | 0.15% |
| 109 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,800 | $298,800 | 0.14% |
| 110 | NOV INC | NOV | 19,500 | $296,790 | 0.14% |
| 111 | NORTHERN OIL AND GAS INC MN | NOG | 9,800 | $296,254 | 0.14% |
| 112 | HOME DEPOT INC | HD | 800 | $293,192 | 0.14% |
| 113 | KINSALE CAP GROUP INC | 49714P108 | 600 | $292,026 | 0.14% |
| 114 | PROGRESSIVE CORP | 743315103 | 993 | $281,029 | 0.13% |
| 115 | FERGUSON ENTERPRISES INC | FERG | 1,750 | $280,403 | 0.13% |
| 116 | LILLY ELI & CO | LLY | 325 | $268,421 | 0.13% |
| 117 | GUARDANT HEALTH INC | GH | 6,000 | $255,600 | 0.12% |
| 118 | CUSTOMERS BANCORP INC | CUBB | 5,000 | $251,000 | 0.12% |
| 119 | TELEDYNE TECHNOLOGIES INC | TDY | 500 | $248,855 | 0.12% |
| 120 | SHERWIN WILLIAMS CO | SHW | 700 | $244,433 | 0.12% |
| 121 | NETFLIX INC | NFLX | 250 | $233,133 | 0.11% |
| 122 | POOL CORP | POOL | 700 | $222,845 | 0.11% |
| 123 | EOG RES INC | EOG | 1,709 | $219,162 | 0.10% |
| 124 | CLOUDFLARE INC | NET | 1,935 | $218,055 | 0.10% |
| 125 | E L F BEAUTY INC | ELF | 3,400 | $213,486 | 0.10% |
| 126 | FREEPORT-MCMORAN INC | FCX | 5,074 | $192,102 | 0.09% |
| 127 | UMB FINL CORP | 902788108 | 1,900 | $192,090 | 0.09% |
| 128 | MONDAY COM LTD | MNDY | 773 | $187,963 | 0.09% |
| 129 | AXON ENTERPRISE INC | AXON | 350 | $184,082 | 0.09% |
| 130 | CONOCOPHILLIPS | COP | 1,668 | $175,173 | 0.08% |
| 131 | ADDUS HOMECARE CORP | ADUS | 1,700 | $168,113 | 0.08% |
| 132 | COEUR MNG INC | 192108504 | 27,968 | $165,571 | 0.08% |
| 133 | THE TRADE DESK INC | 88339J105 | 2,989 | $163,558 | 0.08% |
| 134 | BOOT BARN HLDGS INC | BOOT | 1,500 | $161,145 | 0.08% |
| 135 | DUN & BRADSTREET HLDGS INC | 26484T106 | 18,000 | $160,920 | 0.08% |
| 136 | LEVI STRAUSS & CO NEW | LEVI | 9,000 | $140,310 | 0.07% |
| 137 | BROADCOM INC | AVGO | 763 | $127,749 | 0.06% |
| 138 | PALANTIR TECHNOLOGIES INC | PLTR | 1,500 | $126,600 | 0.06% |
| 139 | MURPHY USA INC | MUSA | 266 | $124,969 | 0.06% |
| 140 | AUTOZONE INC | AZO | 32 | $122,009 | 0.06% |
| 141 | JOHNSON & JOHNSON | JNJ | 705 | $116,917 | 0.06% |
| 142 | HOWMET AEROSPACE INC | HWM | 900 | $116,757 | 0.06% |
| 143 | BARRICK GOLD CORP | 067901108 | 6,001 | $116,659 | 0.06% |
| 144 | FLOWSERVE CORP | FLS | 2,280 | $111,355 | 0.05% |
| 145 | DEERE & CO | DE | 213 | $99,972 | 0.05% |
| 146 | PNC FINL SVCS GROUP INC | 693475105 | 527 | $92,631 | 0.04% |
| 147 | EXACT SCIENCES CORP | 30063P105 | 2,000 | $86,580 | 0.04% |
| 148 | WIX COM LTD | WIX | 500 | $81,690 | 0.04% |
| 149 | CAPITAL ONE FINL CORP | 14040H105 | 437 | $78,354 | 0.04% |
| 150 | ROYAL CARIBBEAN GROUP | V7780T103 | 346 | $71,082 | 0.03% |
| 151 | TOLL BROTHERS INC | TOL | 670 | $70,745 | 0.03% |
| 152 | BAKER HUGHES COMPANY | BKR | 1,602 | $70,408 | 0.03% |
| 153 | NEWMONT CORP | NEMCL | 1,440 | $69,523 | 0.03% |
| 154 | TIDEWATER INC NEW | TDGMW | 1,500 | $63,405 | 0.03% |
| 155 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 289 | $59,895 | 0.03% |
| 156 | HUNTINGTON BANCSHARES INC | HBANP | 3,822 | $57,368 | 0.03% |
| 157 | FIFTH THIRD BANCORP | FITBM | 1,350 | $52,920 | 0.02% |
| 158 | TREX CO INC | TREX | 792 | $46,015 | 0.02% |
| 159 | KROGER CO | KR | 420 | $28,430 | 0.01% |
| 160 | ANTERO RESOURCES CORP | AR | 570 | $23,051 | 0.01% |
| 161 | CHUBB LIMITED | CB | 76 | $22,951 | 0.01% |
| 162 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 185 | $22,890 | 0.01% |
| 163 | CORPAY INC | CPAY | 65 | $22,667 | 0.01% |
| 164 | ANTHEM INC | ELV | 50 | $21,748 | 0.01% |
| 165 | FISERV INC | FISV | 95 | $20,979 | 0.01% |
| 166 | CUMMINS INC | CMI | 65 | $20,374 | 0.01% |
| 167 | CVS HEALTH CORP | CVS | 300 | $20,325 | 0.01% |
| 168 | EAGLE MATLS INC | 26969P108 | 70 | $15,535 | 0.01% |
| 169 | RALPH LAUREN CORP | RL | 70 | $15,452 | 0.01% |
| 170 | INTERNATIONAL BUSINESS MACHS | INTR | 60 | $14,920 | 0.01% |
| 171 | JANUS HENDERSON GROUP PLC | JHG | 380 | $13,737 | 0.01% |
| 172 | RANGE RES CORP | RRC | 300 | $11,979 | 0.01% |
| 173 | AMERISOURCEBERGEN CORP | COR | 43 | $11,958 | 0.01% |
| 174 | FEDEX CORP | FDX | 46 | $11,214 | 0.01% |
| 175 | OMNICOM GROUP INC | OMC | 133 | $11,027 | 0.01% |
| 176 | SYNCHRONY FINANCIAL | SYF-PB | 200 | $10,588 | 0.00% |
| 177 | EXXON MOBIL CORP | XOM | 85 | $10,109 | 0.00% |
| 178 | OWENS CORNING NEW | OC | 70 | $9,997 | 0.00% |
| 179 | COMERICA INC | 200340107 | 160 | $9,450 | 0.00% |
| 180 | MACYS INC | 55616P104 | 750 | $9,420 | 0.00% |
| 181 | EXPEDIA GROUP INC | EXPE | 55 | $9,246 | 0.00% |
| 182 | ARISTA NETWORKS INC | ANET | 100 | $7,748 | 0.00% |
| 183 | AMGEN INC | AMGN | 20 | $6,231 | 0.00% |
| 184 | ABERCROMBIE & FITCH CO | ANF | 70 | $5,346 | 0.00% |
| 185 | MERCK & CO INC | MRK | 10 | $898 | 0.00% |