13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q2 2025 · Filed August 28, 2025 · Accession 0002079571-25-000003
Total Value
$251.8M
Positions
180
Other Managers
0
Confidential Omitted
No
Holdings (180)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 110,723 | $15.2M | 6.05% |
| 2 | MICROSOFT CORP | MSFT | 23,731 | $10.1M | 4.00% |
| 3 | AMAZON COM INC | AMZN | 44,860 | $9.9M | 3.94% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 84,879 | $9.5M | 3.76% |
| 5 | TESLA INC | TSLA | 21,869 | $9.1M | 3.63% |
| 6 | APPLE INC | AAPL | 31,015 | $7.8M | 3.11% |
| 7 | ALPHABET INC | GOOG | 40,476 | $7.8M | 3.10% |
| 8 | SERVICENOW INC | NOW | 6,616 | $7.1M | 2.81% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 13,276 | $7.0M | 2.78% |
| 10 | SALESFORCE COM INC | CRM | 20,630 | $6.9M | 2.75% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 55,281 | $6.8M | 2.69% |
| 12 | ARM HOLDINGS PLC | 042068205 | 47,400 | $6.0M | 2.37% |
| 13 | CONSTRUCTION PARTNERS INC | ROAD | 65,982 | $5.9M | 2.34% |
| 14 | CLEAN HARBORS INC | CLH | 22,256 | $5.1M | 2.03% |
| 15 | MASTERCARD INCORPORATED | MA | 9,235 | $4.9M | 1.93% |
| 16 | VISA INC | V | 13,548 | $4.3M | 1.70% |
| 17 | CYBERARK SOFTWARE LTD | M2682V108 | 12,730 | $4.1M | 1.62% |
| 18 | ON HLDG AG | H5919C104 | 63,700 | $3.5M | 1.40% |
| 19 | BLOCK INC | BSQKZ | 39,650 | $3.5M | 1.38% |
| 20 | RAMBUS INC DEL | RMBS | 64,000 | $3.4M | 1.36% |
| 21 | MICRON TECHNOLOGY INC | MU | 40,122 | $3.4M | 1.36% |
| 22 | PARSONS CORP DEL | PSN | 35,456 | $3.3M | 1.31% |
| 23 | MONOLITHIC PWR SYS INC | 609839105 | 5,390 | $3.3M | 1.29% |
| 24 | DATADOG INC | DDOG | 21,396 | $3.1M | 1.23% |
| 25 | QUANTA SVCS INC | 74762E102 | 9,534 | $3.0M | 1.21% |
| 26 | KLAVIYO INC | KVYO | 69,778 | $2.9M | 1.16% |
| 27 | FEDERAL SIGNAL CORP | FSS | 30,528 | $2.8M | 1.12% |
| 28 | COCA COLA CO | KO | 42,331 | $2.6M | 1.04% |
| 29 | QUALCOMM INC | QCOM | 16,668 | $2.6M | 1.02% |
| 30 | IRIDIUM COMMUNICATIONS INC | IRDM | 87,643 | $2.5M | 1.01% |
| 31 | FRESHPET INC | FRPT | 16,715 | $2.5M | 0.99% |
| 32 | WASTE CONNECTIONS INC | WCN | 14,329 | $2.4M | 0.97% |
| 33 | META PLATFORMS INC | META | 3,533 | $2.1M | 0.83% |
| 34 | MARTIN MARIETTA MATLS INC | 573284106 | 3,970 | $2.1M | 0.82% |
| 35 | WABTEC | 929740108 | 10,691 | $2.0M | 0.81% |
| 36 | E L F BEAUTY INC | ELF | 15,906 | $2.0M | 0.80% |
| 37 | CADENCE DESIGN SYSTEM INC | CDNS | 6,500 | $2.0M | 0.78% |
| 38 | INGERSOLL RAND INC | IR | 21,357 | $1.9M | 0.77% |
| 39 | CHEWY INC | CHWY | 55,724 | $1.9M | 0.76% |
| 40 | ONESPAWORLD HOLDINGS LIMITED | OSW | 95,536 | $1.9M | 0.76% |
| 41 | AAON INC | AAON | 15,600 | $1.9M | 0.74% |
| 42 | CATERPILLAR INC | CAT | 4,866 | $1.8M | 0.70% |
| 43 | EXTREME NETWORKS INC | EXTR | 100,400 | $1.7M | 0.67% |
| 44 | HUBSPOT INC | HUBS | 2,411 | $1.7M | 0.67% |
| 45 | VULCAN MATLS CO | 929160109 | 6,528 | $1.7M | 0.67% |
| 46 | CANADIAN PACIFIC KANSAS CITY | CP | 23,416 | $1.7M | 0.67% |
| 47 | LATTICE SEMICONDUCTOR CORP | LSCC | 28,570 | $1.6M | 0.64% |
| 48 | TOAST INC | TOST | 43,600 | $1.6M | 0.64% |
| 49 | GRIFFON CORP | GFF | 22,470 | $1.6M | 0.63% |
| 50 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 58,588 | $1.6M | 0.62% |
| 51 | DUTCH BROS INC | BROS | 27,963 | $1.5M | 0.58% |
| 52 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 9,000 | $1.3M | 0.53% |
| 53 | DEXCOM INC | DXCM | 17,220 | $1.3M | 0.53% |
| 54 | EOG RES INC | EOG | 10,552 | $1.3M | 0.51% |
| 55 | CARNIVAL CORP | CUKPF | 49,451 | $1.2M | 0.49% |
| 56 | DECKERS OUTDOOR CORP | DECK | 5,500 | $1.1M | 0.45% |
| 57 | EMERSON ELEC CO | EMR | 9,100 | $1.1M | 0.45% |
| 58 | SITEONE LANDSCAPE SUPPLY INC | SITE | 8,600 | $1.1M | 0.45% |
| 59 | NATERA INC | NTRA | 6,950 | $1.1M | 0.44% |
| 60 | WASTE MGMT INC DEL | 94106L109 | 5,049 | $1.0M | 0.41% |
| 61 | PALO ALTO NETWORKS INC | PANW | 5,350 | $985,470 | 0.39% |
| 62 | NAVITAS SEMICONDUCTOR CORP | NVTS | 240,300 | $937,170 | 0.37% |
| 63 | ABBVIE INC | ABBV | 5,310 | $935,622 | 0.37% |
| 64 | ANSYS INC | 03662Q105 | 2,750 | $929,280 | 0.37% |
| 65 | VEEVA SYS INC | VEEV | 4,310 | $911,436 | 0.36% |
| 66 | SYNOPSYS INC | SNPS | 1,850 | $900,469 | 0.36% |
| 67 | MICROCHIP TECHNOLOGY INC. | MCHPP | 15,600 | $891,072 | 0.35% |
| 68 | TRADEWEB MKTS INC | 892672106 | 6,629 | $882,452 | 0.35% |
| 69 | PTC INC | PTC | 4,800 | $881,568 | 0.35% |
| 70 | SYMBOTIC INC | SYM | 35,255 | $858,812 | 0.34% |
| 71 | MONSTER BEVERAGE CORP NEW | MNST | 14,750 | $774,818 | 0.31% |
| 72 | SNOWFLAKE INC | SNOW | 4,900 | $759,353 | 0.30% |
| 73 | AUTODESK INC | ADSK | 2,547 | $757,809 | 0.30% |
| 74 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $756,946 | 0.30% |
| 75 | S&P GLOBAL INC | SPGI | 1,500 | $747,030 | 0.30% |
| 76 | PROCORE TECHNOLOGIES INC | PCOR | 9,500 | $716,015 | 0.28% |
| 77 | CSX CORP | CSX | 18,173 | $584,262 | 0.23% |
| 78 | GXO LOGISTICS INCORPORATED | GXO | 13,500 | $582,390 | 0.23% |
| 79 | UNION PAC CORP | UNP | 2,500 | $569,475 | 0.23% |
| 80 | FAIR ISAAC CORP | FICO | 280 | $563,822 | 0.22% |
| 81 | JPMORGAN CHASE & CO | VYLD | 2,354 | $563,359 | 0.22% |
| 82 | BROADCOM INC | AVGO | 2,303 | $542,541 | 0.22% |
| 83 | SHOPIFY INC | SHOP | 4,999 | $532,204 | 0.21% |
| 84 | M/I HOMES INC | MHO | 4,012 | $531,349 | 0.21% |
| 85 | CROCS INC | CROX | 4,529 | $492,348 | 0.20% |
| 86 | ALIBABA GROUP HLDG LTD | BBAAY | 5,631 | $473,736 | 0.19% |
| 87 | OREILLY AUTOMOTIVE INC | 67103H107 | 392 | $462,529 | 0.18% |
| 88 | BK OF AMERICA CORP | 060505104 | 10,496 | $460,879 | 0.18% |
| 89 | ADOBE SYSTEMS INCORPORATED | ADBE | 1,000 | $445,800 | 0.18% |
| 90 | MSCI INC | MSCI | 700 | $419,755 | 0.17% |
| 91 | CASELLA WASTE SYS INC | CWST | 3,900 | $411,138 | 0.16% |
| 92 | CHENIERE ENERGY INC | LNG | 1,899 | $404,620 | 0.16% |
| 93 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,900 | $380,741 | 0.15% |
| 94 | PRIMO BRANDS CORPORATION | PRMB | 12,000 | $366,840 | 0.15% |
| 95 | NORTHERN OIL AND GAS INC MN | NOG | 9,800 | $358,484 | 0.14% |
| 96 | WELLS FARGO CO NEW | 949746101 | 4,905 | $345,361 | 0.14% |
| 97 | KINSALE CAP GROUP INC | 49714P108 | 740 | $344,514 | 0.14% |
| 98 | SWEETGREEN INC | SG | 10,780 | $341,726 | 0.14% |
| 99 | MERCADOLIBRE INC | MELI | 195 | $335,751 | 0.13% |
| 100 | LINDE PLC | LIN | 800 | $334,128 | 0.13% |
| 101 | MOODYS CORP | MCO | 700 | $331,471 | 0.13% |
| 102 | KEMPER CORP | KMPB | 5,000 | $329,650 | 0.13% |
| 103 | TEMPUR SEALY INTL INC | SGI | 5,500 | $313,390 | 0.12% |
| 104 | ARISTA NETWORKS INC | ANET | 2,800 | $312,060 | 0.12% |
| 105 | HOME DEPOT INC | HD | 800 | $311,544 | 0.12% |
| 106 | WALMART INC | WMT | 3,416 | $309,387 | 0.12% |
| 107 | FERGUSON ENTERPRISES INC | FERG | 1,750 | $303,765 | 0.12% |
| 108 | PHILIP MORRIS INTL INC | 718172109 | 2,500 | $300,025 | 0.12% |
| 109 | NOV INC | NOV | 19,500 | $282,945 | 0.11% |
| 110 | THE TRADE DESK INC | 88339J105 | 2,300 | $276,391 | 0.11% |
| 111 | ALAMOS GOLD INC NEW | AGI | 15,000 | $270,394 | 0.11% |
| 112 | CUSTOMERS BANCORP INC | CUBB | 5,000 | $242,600 | 0.10% |
| 113 | BOOT BARN HLDGS INC | BOOT | 1,575 | $241,463 | 0.10% |
| 114 | POOL CORP | POOL | 700 | $237,524 | 0.09% |
| 115 | SHERWIN WILLIAMS CO | SHW | 700 | $237,125 | 0.09% |
| 116 | CHIPOTLE MEXICAN GRILL INC | CMG | 3,800 | $228,342 | 0.09% |
| 117 | SOFI TECHNOLOGIES INC | SOFI | 14,500 | $226,635 | 0.09% |
| 118 | AGNICO EAGLE MINES LTD | AEM | 2,840 | $220,626 | 0.09% |
| 119 | MONGODB INC | MDB | 940 | $219,875 | 0.09% |
| 120 | DUN & BRADSTREET HLDGS INC | 26484T106 | 18,000 | $219,420 | 0.09% |
| 121 | UMB FINL CORP | 902788108 | 1,900 | $214,814 | 0.09% |
| 122 | ADDUS HOMECARE CORP | ADUS | 1,700 | $214,676 | 0.09% |
| 123 | MURPHY USA INC | MUSA | 428 | $214,081 | 0.09% |
| 124 | AXON ENTERPRISE INC | AXON | 350 | $211,512 | 0.08% |
| 125 | TELEDYNE TECHNOLOGIES INC | TDY | 450 | $209,354 | 0.08% |
| 126 | CONOCOPHILLIPS | COP | 2,137 | $207,481 | 0.08% |
| 127 | FREEPORT-MCMORAN INC | FCX | 5,014 | $191,334 | 0.08% |
| 128 | MONDAY COM LTD | MNDY | 773 | $181,879 | 0.07% |
| 129 | NETFLIX INC | NFLX | 180 | $162,077 | 0.06% |
| 130 | LEVI STRAUSS & CO NEW | LEVI | 9,000 | $156,060 | 0.06% |
| 131 | FEDEX CORP | FDX | 540 | $151,497 | 0.06% |
| 132 | BARRICK GOLD CORP | 067901108 | 9,600 | $148,416 | 0.06% |
| 133 | PNC FINL SVCS GROUP INC | 693475105 | 748 | $144,012 | 0.06% |
| 134 | BLACKROCK INC | BLK | 140 | $143,840 | 0.06% |
| 135 | MANHATTAN ASSOCIATES INC | MANH | 500 | $135,570 | 0.05% |
| 136 | TOLL BROTHERS INC | TOL | 1,029 | $129,777 | 0.05% |
| 137 | EXACT SCIENCES CORP | 30063P105 | 2,000 | $112,400 | 0.04% |
| 138 | LILLY ELI & CO | LLY | 145 | $112,207 | 0.04% |
| 139 | FIFTH THIRD BANCORP | FITBM | 2,598 | $110,987 | 0.04% |
| 140 | WIX COM LTD | WIX | 500 | $108,695 | 0.04% |
| 141 | HUNTINGTON BANCSHARES INC | HBANP | 6,554 | $107,027 | 0.04% |
| 142 | NEWMONT CORP | NEMCL | 2,891 | $106,967 | 0.04% |
| 143 | NU HLDGS LTD | NU | 9,600 | $102,240 | 0.04% |
| 144 | NORFOLK SOUTHN CORP | 655844108 | 412 | $96,198 | 0.04% |
| 145 | HEICO CORP NEW | HEI-A | 400 | $95,880 | 0.04% |
| 146 | DEERE & CO | DE | 201 | $85,353 | 0.03% |
| 147 | TIDEWATER INC NEW | TDGMW | 1,500 | $79,800 | 0.03% |
| 148 | CAPITAL ONE FINL CORP | 14040H105 | 425 | $75,620 | 0.03% |
| 149 | PROGRESSIVE CORP | 743315103 | 300 | $71,880 | 0.03% |
| 150 | TREX CO INC | TREX | 917 | $63,484 | 0.03% |
| 151 | ORACLE CORP | ORCL-PD | 356 | $59,420 | 0.02% |
| 152 | CLOUDFLARE INC | NET | 530 | $57,786 | 0.02% |
| 153 | PAYPAL HLDGS INC | PYPL | 318 | $27,167 | 0.01% |
| 154 | ABERCROMBIE & FITCH CO | ANF | 160 | $24,744 | 0.01% |
| 155 | RALPH LAUREN CORP | RL | 105 | $24,383 | 0.01% |
| 156 | CRH PLC | CRH | 250 | $23,115 | 0.01% |
| 157 | DISNEY WALT CO | 254687106 | 200 | $22,160 | 0.01% |
| 158 | KROGER CO | KR | 350 | $21,431 | 0.01% |
| 159 | MACYS INC | 55616P104 | 1,100 | $18,447 | 0.01% |
| 160 | CHUBB LIMITED | CB | 65 | $17,902 | 0.01% |
| 161 | FIDELITY NATL INFORMATION SV | 31620M106 | 220 | $17,730 | 0.01% |
| 162 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 160 | $17,483 | 0.01% |
| 163 | CUMMINS INC | CMI | 50 | $17,421 | 0.01% |
| 164 | UNITED RENTALS INC | URI | 24 | $16,944 | 0.01% |
| 165 | AUTOZONE INC | AZO | 5 | $15,929 | 0.01% |
| 166 | ENTERGY CORP NEW | ENO | 195 | $14,771 | 0.01% |
| 167 | KODIAK GAS SVCS INC | 50012A108 | 350 | $14,322 | 0.01% |
| 168 | EAGLE MATLS INC | 26969P108 | 55 | $13,556 | 0.01% |
| 169 | COMERICA INC | 200340107 | 220 | $13,517 | 0.01% |
| 170 | CARRIER GLOBAL CORPORATION | CARR | 198 | $13,510 | 0.01% |
| 171 | TARGA RES CORP | TRGP | 73 | $12,976 | 0.01% |
| 172 | ANTERO RESOURCES CORP | AR | 330 | $11,722 | 0.00% |
| 173 | RANGE RES CORP | RRC | 300 | $10,923 | 0.00% |
| 174 | WESCO INTL INC | 95082P105 | 60 | $10,734 | 0.00% |
| 175 | SYNCHRONY FINANCIAL | SYF-PB | 160 | $10,408 | 0.00% |
| 176 | FISERV INC | FISV | 50 | $10,314 | 0.00% |
| 177 | EXPEDIA GROUP INC | EXPE | 55 | $10,257 | 0.00% |
| 178 | ROYAL CARIBBEAN GROUP | V7780T103 | 40 | $9,310 | 0.00% |
| 179 | FIRST SOLAR INC | FSLR | 50 | $8,904 | 0.00% |
| 180 | OWENS CORNING NEW | OC | 47 | $7,971 | 0.00% |