13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q2 2025 · Filed August 29, 2025 · Accession 0002079571-25-000004
Total Value
$259.2M
Positions
177
Other Managers
0
Confidential Omitted
No
Holdings (177)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 136,009 | $16.5M | 6.37% |
| 2 | MICROSOFT CORP | MSFT | 25,308 | $10.9M | 4.20% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 57,330 | $9.4M | 3.63% |
| 4 | APPLE INC | AAPL | 39,241 | $9.1M | 3.53% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 123,486 | $8.9M | 3.44% |
| 6 | AMAZON COM INC | AMZN | 43,233 | $8.1M | 3.11% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 15,296 | $7.5M | 2.90% |
| 8 | ALPHABET INC | GOOG | 41,331 | $6.9M | 2.67% |
| 9 | ARM HOLDINGS PLC | 042068205 | 47,785 | $6.8M | 2.64% |
| 10 | SERVICENOW INC | NOW | 6,985 | $6.2M | 2.41% |
| 11 | PARSONS CORP DEL | PSN | 59,464 | $6.2M | 2.38% |
| 12 | MASTERCARD INCORPORATED | MA | 11,775 | $5.8M | 2.24% |
| 13 | SALESFORCE COM INC | CRM | 20,604 | $5.6M | 2.18% |
| 14 | CONSTRUCTION PARTNERS INC | ROAD | 79,305 | $5.5M | 2.14% |
| 15 | MONOLITHIC PWR SYS INC | 609839105 | 5,529 | $5.1M | 1.97% |
| 16 | VISA INC | V | 17,856 | $4.9M | 1.89% |
| 17 | CLEAN HARBORS INC | CLH | 20,057 | $4.8M | 1.87% |
| 18 | CYBERARK SOFTWARE LTD | M2682V108 | 15,440 | $4.5M | 1.74% |
| 19 | SYMBOTIC INC | SYM | 182,223 | $4.4M | 1.71% |
| 20 | MICRON TECHNOLOGY INC | MU | 39,215 | $4.1M | 1.57% |
| 21 | QUALCOMM INC | QCOM | 23,151 | $3.9M | 1.52% |
| 22 | E L F BEAUTY INC | ELF | 32,336 | $3.5M | 1.36% |
| 23 | ON HLDG AG | H5919C104 | 65,200 | $3.3M | 1.26% |
| 24 | MARTIN MARIETTA MATLS INC | 573284106 | 5,905 | $3.2M | 1.23% |
| 25 | IRIDIUM COMMUNICATIONS INC | IRDM | 104,043 | $3.2M | 1.22% |
| 26 | QUANTA SVCS INC | 74762E102 | 10,134 | $3.0M | 1.17% |
| 27 | VULCAN MATLS CO | 929160109 | 11,698 | $2.9M | 1.13% |
| 28 | RAMBUS INC DEL | RMBS | 68,400 | $2.9M | 1.11% |
| 29 | ALIBABA GROUP HLDG LTD | BBAAY | 27,038 | $2.9M | 1.11% |
| 30 | FEDERAL SIGNAL CORP | FSS | 30,536 | $2.9M | 1.10% |
| 31 | COCA COLA CO | KO | 37,331 | $2.7M | 1.03% |
| 32 | WASTE CONNECTIONS INC | WCN | 14,329 | $2.6M | 0.99% |
| 33 | BLOCK INC | BSQKZ | 37,400 | $2.5M | 0.97% |
| 34 | WABTEC | 929740108 | 12,943 | $2.4M | 0.91% |
| 35 | AEROVIRONMENT INC | AVAV | 11,500 | $2.3M | 0.89% |
| 36 | FLYWIRE CORPORATION | FLYW | 138,100 | $2.3M | 0.87% |
| 37 | DATADOG INC | DDOG | 19,090 | $2.2M | 0.85% |
| 38 | INGERSOLL RAND INC | IR | 21,357 | $2.1M | 0.81% |
| 39 | CANADIAN PACIFIC KANSAS CITY | CP | 23,416 | $2.0M | 0.77% |
| 40 | CATERPILLAR INC | CAT | 4,976 | $1.9M | 0.75% |
| 41 | MURPHY USA INC | MUSA | 3,628 | $1.8M | 0.69% |
| 42 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 11,000 | $1.8M | 0.68% |
| 43 | CADENCE DESIGN SYSTEM INC | CDNS | 6,500 | $1.8M | 0.68% |
| 44 | SHERWIN WILLIAMS CO | SHW | 4,565 | $1.7M | 0.67% |
| 45 | META PLATFORMS INC | META | 2,932 | $1.7M | 0.65% |
| 46 | DECKERS OUTDOOR CORP | DECK | 9,630 | $1.5M | 0.59% |
| 47 | LATTICE SEMICONDUCTOR CORP | LSCC | 28,570 | $1.5M | 0.58% |
| 48 | EXTREME NETWORKS INC | EXTR | 100,400 | $1.5M | 0.58% |
| 49 | GRIFFON CORP | GFF | 20,800 | $1.5M | 0.56% |
| 50 | LINDE PLC | LIN | 2,923 | $1.4M | 0.54% |
| 51 | EOG RES INC | EOG | 11,183 | $1.4M | 0.53% |
| 52 | LILLY ELI & CO | LLY | 1,472 | $1.3M | 0.50% |
| 53 | NATERA INC | NTRA | 10,010 | $1.3M | 0.49% |
| 54 | MICROCHIP TECHNOLOGY INC. | MCHPP | 15,600 | $1.3M | 0.48% |
| 55 | DEXCOM INC | DXCM | 17,220 | $1.2M | 0.45% |
| 56 | FISERV INC | FISV | 6,382 | $1.1M | 0.44% |
| 57 | MARATHON PETE CORP | MARA | 6,951 | $1.1M | 0.44% |
| 58 | AUTODESK INC | ADSK | 4,097 | $1.1M | 0.44% |
| 59 | HUBSPOT INC | HUBS | 2,115 | $1.1M | 0.43% |
| 60 | LAUDER ESTEE COS INC | 518439104 | 10,809 | $1.1M | 0.42% |
| 61 | FRESHPET INC | FRPT | 7,800 | $1.1M | 0.41% |
| 62 | ABBVIE INC | ABBV | 5,397 | $1.1M | 0.41% |
| 63 | CONOCOPHILLIPS | COP | 10,035 | $1.1M | 0.41% |
| 64 | WASTE MGMT INC DEL | 94106L109 | 5,049 | $1.0M | 0.40% |
| 65 | EMERSON ELEC CO | EMR | 9,100 | $995,267 | 0.38% |
| 66 | PALO ALTO NETWORKS INC | PANW | 2,800 | $957,040 | 0.37% |
| 67 | SYNOPSYS INC | SNPS | 1,850 | $936,821 | 0.36% |
| 68 | VEEVA SYS INC | VEEV | 4,310 | $904,540 | 0.35% |
| 69 | ANSYS INC | 03662Q105 | 2,750 | $876,233 | 0.34% |
| 70 | PTC INC | PTC | 4,800 | $867,168 | 0.33% |
| 71 | BARRICK GOLD CORP | 067901108 | 40,098 | $797,885 | 0.31% |
| 72 | CROCS INC | CROX | 5,422 | $785,160 | 0.30% |
| 73 | S&P GLOBAL INC | SPGI | 1,500 | $774,930 | 0.30% |
| 74 | MONSTER BEVERAGE CORP NEW | MNST | 14,750 | $769,508 | 0.30% |
| 75 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $711,419 | 0.27% |
| 76 | TRADEWEB MKTS INC | 892672106 | 5,730 | $708,629 | 0.27% |
| 77 | M/I HOMES INC | MHO | 3,990 | $683,726 | 0.26% |
| 78 | NEWMONT CORP | NEMCL | 12,198 | $651,983 | 0.25% |
| 79 | AXONICS INC | 05465P101 | 9,200 | $640,320 | 0.25% |
| 80 | CSX CORP | CSX | 18,173 | $627,514 | 0.24% |
| 81 | UNION PAC CORP | UNP | 2,500 | $616,200 | 0.24% |
| 82 | NAVITAS SEMICONDUCTOR CORP | NVTS | 240,300 | $588,735 | 0.23% |
| 83 | PROCORE TECHNOLOGIES INC | PCOR | 9,500 | $586,340 | 0.23% |
| 84 | OREILLY AUTOMOTIVE INC | 67103H107 | 500 | $575,800 | 0.22% |
| 85 | DEVON ENERGY CORP NEW | 25179M103 | 14,500 | $567,240 | 0.22% |
| 86 | FAIR ISAAC CORP | FICO | 280 | $544,186 | 0.21% |
| 87 | ADOBE SYSTEMS INCORPORATED | ADBE | 1,000 | $517,780 | 0.20% |
| 88 | HOME DEPOT INC | HD | 1,272 | $515,414 | 0.20% |
| 89 | JPMORGAN CHASE & CO | VYLD | 2,374 | $500,582 | 0.19% |
| 90 | FREEPORT-MCMORAN INC | FCX | 9,971 | $497,752 | 0.19% |
| 91 | GXO LOGISTICS INCORPORATED | GXO | 9,300 | $484,251 | 0.19% |
| 92 | LULULEMON ATHLETICA INC | LULU | 1,750 | $474,863 | 0.18% |
| 93 | MOODYS CORP | MCO | 1,000 | $474,590 | 0.18% |
| 94 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 19,900 | $463,670 | 0.18% |
| 95 | POOL CORP | POOL | 1,112 | $419,002 | 0.16% |
| 96 | TOLL BROTHERS INC | TOL | 2,651 | $409,553 | 0.16% |
| 97 | MSCI INC | MSCI | 700 | $408,051 | 0.16% |
| 98 | CASELLA WASTE SYS INC | CWST | 3,900 | $388,011 | 0.15% |
| 99 | FERGUSON ENTERPRISES INC | FERG | 1,750 | $347,497 | 0.13% |
| 100 | NORTHERN OIL AND GAS INC MN | NOG | 9,800 | $347,018 | 0.13% |
| 101 | UNITEDHEALTH GROUP INC | UNH | 535 | $312,804 | 0.12% |
| 102 | NOV INC | NOV | 19,500 | $311,415 | 0.12% |
| 103 | PHILIP MORRIS INTL INC | 718172109 | 2,500 | $303,500 | 0.12% |
| 104 | CHENIERE ENERGY INC | LNG | 1,612 | $289,902 | 0.11% |
| 105 | ALAMOS GOLD INC NEW | AGI | 14,000 | $279,095 | 0.11% |
| 106 | PRIMO WATER CORPORATION | 74167P108 | 11,000 | $277,750 | 0.11% |
| 107 | WALMART INC | WMT | 3,416 | $275,842 | 0.11% |
| 108 | KINSALE CAP GROUP INC | 49714P108 | 590 | $274,686 | 0.11% |
| 109 | DAVE & BUSTERS ENTMT INC | 238337109 | 8,000 | $272,400 | 0.11% |
| 110 | JOHNSON & JOHNSON | JNJ | 1,622 | $262,861 | 0.10% |
| 111 | TEMPUR SEALY INTL INC | SGI | 4,700 | $256,620 | 0.10% |
| 112 | BK OF AMERICA CORP | 060505104 | 5,995 | $237,882 | 0.09% |
| 113 | PULTE GROUP INC | 745867101 | 1,625 | $233,236 | 0.09% |
| 114 | MERCADOLIBRE INC | MELI | 110 | $225,716 | 0.09% |
| 115 | TOAST INC | TOST | 7,725 | $218,695 | 0.08% |
| 116 | EXACT SCIENCES CORP | 30063P105 | 3,000 | $204,360 | 0.08% |
| 117 | LEVI STRAUSS & CO NEW | LEVI | 9,000 | $196,200 | 0.08% |
| 118 | MONDAY COM LTD | MNDY | 694 | $192,772 | 0.07% |
| 119 | ARISTA NETWORKS INC | ANET | 492 | $188,839 | 0.07% |
| 120 | PALANTIR TECHNOLOGIES INC | PLTR | 4,615 | $171,678 | 0.07% |
| 121 | AXON ENTERPRISE INC | AXON | 425 | $169,830 | 0.07% |
| 122 | WELLS FARGO CO NEW | 949746101 | 2,976 | $168,114 | 0.06% |
| 123 | ADDUS HOMECARE CORP | ADUS | 1,200 | $159,636 | 0.06% |
| 124 | FEDEX CORP | FDX | 540 | $147,787 | 0.06% |
| 125 | MANHATTAN ASSOCIATES INC | MANH | 500 | $140,690 | 0.05% |
| 126 | BLACKROCK INC | BLK | 145 | $137,679 | 0.05% |
| 127 | THE TRADE DESK INC | 88339J105 | 1,235 | $135,418 | 0.05% |
| 128 | NETFLIX INC | NFLX | 190 | $134,761 | 0.05% |
| 129 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,290 | $131,950 | 0.05% |
| 130 | NU HLDGS LTD | NU | 9,600 | $131,040 | 0.05% |
| 131 | VERTEX PHARMACEUTICALS INC | VRTX | 280 | $130,222 | 0.05% |
| 132 | ORACLE CORP | ORCL-PD | 762 | $129,845 | 0.05% |
| 133 | MONGODB INC | MDB | 474 | $128,146 | 0.05% |
| 134 | UMB FINL CORP | 902788108 | 1,200 | $126,132 | 0.05% |
| 135 | KEMPER CORP | KMPB | 1,900 | $116,375 | 0.04% |
| 136 | CUSTOMERS BANCORP INC | CUBB | 2,500 | $116,125 | 0.04% |
| 137 | TESLA INC | TSLA | 423 | $110,669 | 0.04% |
| 138 | TIDEWATER INC NEW | TDGMW | 1,500 | $107,685 | 0.04% |
| 139 | HEICO CORP NEW | HEI-A | 400 | $104,592 | 0.04% |
| 140 | NORFOLK SOUTHN CORP | 655844108 | 412 | $102,382 | 0.04% |
| 141 | SOFI TECHNOLOGIES INC | SOFI | 12,600 | $99,036 | 0.04% |
| 142 | REGENERON PHARMACEUTICALS | REGN | 85 | $89,355 | 0.03% |
| 143 | DEERE & CO | DE | 201 | $83,883 | 0.03% |
| 144 | INTEL CORP | INTC | 1,400 | $32,844 | 0.01% |
| 145 | PAYPAL HLDGS INC | PYPL | 318 | $24,814 | 0.01% |
| 146 | BOOT BARN HLDGS INC | BOOT | 132 | $22,081 | 0.01% |
| 147 | RALPH LAUREN CORP | RL | 104 | $20,162 | 0.01% |
| 148 | UNITED RENTALS INC | URI | 24 | $19,434 | 0.01% |
| 149 | DISNEY WALT CO | 254687106 | 200 | $19,238 | 0.01% |
| 150 | KROGER CO | KR | 330 | $18,909 | 0.01% |
| 151 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 160 | $18,818 | 0.01% |
| 152 | COMCAST CORP NEW | CCZ | 450 | $18,796 | 0.01% |
| 153 | CHUBB LIMITED | CB | 65 | $18,745 | 0.01% |
| 154 | OMNICOM GROUP INC | OMC | 180 | $18,610 | 0.01% |
| 155 | FIDELITY NATL INFORMATION SV | 31620M106 | 220 | $18,425 | 0.01% |
| 156 | CRH PLC | CRH | 180 | $16,693 | 0.01% |
| 157 | CIGNA CORP NEW | 125523100 | 47 | $16,283 | 0.01% |
| 158 | MERCK & CO INC | MRK | 142 | $16,126 | 0.01% |
| 159 | CARRIER GLOBAL CORPORATION | CARR | 198 | $15,937 | 0.01% |
| 160 | AUTOZONE INC | AZO | 5 | $15,750 | 0.01% |
| 161 | ANTHEM INC | ELV | 30 | $15,600 | 0.01% |
| 162 | OWENS CORNING NEW | OC | 85 | $15,004 | 0.01% |
| 163 | NXP SEMICONDUCTORS N V | NXPI | 59 | $14,161 | 0.01% |
| 164 | AMERISOURCEBERGEN CORP | COR | 60 | $13,505 | 0.01% |
| 165 | ULTA BEAUTY INC | ULTA | 34 | $13,230 | 0.01% |
| 166 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 75 | $13,025 | 0.01% |
| 167 | TARGA RES CORP | TRGP | 73 | $10,805 | 0.00% |
| 168 | EAGLE MATLS INC | 26969P108 | 35 | $10,068 | 0.00% |
| 169 | FIRST SOLAR INC | FSLR | 40 | $9,978 | 0.00% |
| 170 | KODIAK GAS SVCS INC | 50012A108 | 330 | $9,570 | 0.00% |
| 171 | EXXON MOBIL CORP | XOM | 81 | $9,495 | 0.00% |
| 172 | SYNCHRONY FINANCIAL | SYF-PB | 189 | $9,427 | 0.00% |
| 173 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 182 | $9,417 | 0.00% |
| 174 | ANTERO RESOURCES CORP | AR | 326 | $9,340 | 0.00% |
| 175 | VALARIS LIMITED | VAL-WT | 163 | $9,087 | 0.00% |
| 176 | NIKE INC | NKE | 100 | $8,840 | 0.00% |
| 177 | HUNTINGTON BANCSHARES INC | HBANP | 600 | $8,820 | 0.00% |