13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q2 2025 · Filed August 29, 2025 · Accession 0002079571-25-000005
Total Value
$263.0M
Positions
162
Other Managers
0
Confidential Omitted
No
Holdings (162)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 141,030 | $17.4M | 6.63% |
| 2 | MICROSOFT CORP | MSFT | 21,771 | $9.7M | 3.70% |
| 3 | AMAZON COM INC | AMZN | 49,236 | $9.5M | 3.62% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 57,079 | $9.3M | 3.52% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 125,562 | $8.8M | 3.34% |
| 6 | ALPHABET INC | GOOG | 44,692 | $8.2M | 3.12% |
| 7 | ARM HOLDINGS PLC | 042068205 | 48,781 | $8.0M | 3.04% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 15,891 | $7.1M | 2.69% |
| 9 | E L F BEAUTY INC | ELF | 32,356 | $6.8M | 2.59% |
| 10 | APPLE INC | AAPL | 29,797 | $6.3M | 2.39% |
| 11 | SERVICENOW INC | NOW | 7,277 | $5.7M | 2.18% |
| 12 | VISA INC | V | 20,869 | $5.5M | 2.08% |
| 13 | SALESFORCE COM INC | CRM | 21,011 | $5.4M | 2.05% |
| 14 | MICRON TECHNOLOGY INC | MU | 39,745 | $5.2M | 1.99% |
| 15 | MASTERCARD INCORPORATED | MA | 11,783 | $5.2M | 1.98% |
| 16 | PARSONS CORP DEL | PSN | 58,189 | $4.8M | 1.81% |
| 17 | QUALCOMM INC | QCOM | 23,685 | $4.7M | 1.79% |
| 18 | CLEAN HARBORS INC | CLH | 20,057 | $4.5M | 1.72% |
| 19 | MONOLITHIC PWR SYS INC | 609839105 | 5,495 | $4.5M | 1.72% |
| 20 | CONSTRUCTION PARTNERS INC | ROAD | 79,376 | $4.4M | 1.67% |
| 21 | DEXCOM INC | DXCM | 38,420 | $4.4M | 1.66% |
| 22 | CYBERARK SOFTWARE LTD | M2682V108 | 15,250 | $4.2M | 1.59% |
| 23 | CROWDSTRIKE HLDGS INC | CRWD | 10,490 | $4.0M | 1.53% |
| 24 | RAMBUS INC DEL | RMBS | 68,400 | $4.0M | 1.53% |
| 25 | COCA COLA CO | KO | 61,002 | $3.9M | 1.48% |
| 26 | SYMBOTIC INC | SYM | 103,245 | $3.6M | 1.38% |
| 27 | MARTIN MARIETTA MATLS INC | 573284106 | 5,918 | $3.2M | 1.22% |
| 28 | VULCAN MATLS CO | 929160109 | 11,721 | $2.9M | 1.11% |
| 29 | IRIDIUM COMMUNICATIONS INC | IRDM | 104,043 | $2.8M | 1.05% |
| 30 | DATADOG INC | DDOG | 20,266 | $2.6M | 1.00% |
| 31 | QUANTA SVCS INC | 74762E102 | 10,157 | $2.6M | 0.98% |
| 32 | FEDERAL SIGNAL CORP | FSS | 30,087 | $2.5M | 0.96% |
| 33 | AEROVIRONMENT INC | AVAV | 13,774 | $2.5M | 0.95% |
| 34 | WASTE CONNECTIONS INC | WCN | 14,103 | $2.5M | 0.94% |
| 35 | ON HLDG AG | H5919C104 | 62,780 | $2.4M | 0.93% |
| 36 | BLOCK INC | BSQKZ | 37,400 | $2.4M | 0.92% |
| 37 | DECKERS OUTDOOR CORP | DECK | 2,376 | $2.3M | 0.87% |
| 38 | FLYWIRE CORPORATION | FLYW | 138,100 | $2.3M | 0.86% |
| 39 | WABTEC | 929740108 | 12,748 | $2.0M | 0.77% |
| 40 | INGERSOLL RAND INC | IR | 21,403 | $1.9M | 0.74% |
| 41 | CANADIAN PACIFIC KANSAS CITY | CP | 23,916 | $1.9M | 0.71% |
| 42 | CATERPILLAR INC | CAT | 5,537 | $1.8M | 0.70% |
| 43 | CADENCE DESIGN SYSTEM INC | CDNS | 5,895 | $1.8M | 0.69% |
| 44 | LILLY ELI & CO | LLY | 1,938 | $1.8M | 0.67% |
| 45 | ALIBABA GROUP HLDG LTD | BBAAY | 23,850 | $1.7M | 0.65% |
| 46 | MURPHY USA INC | MUSA | 3,656 | $1.7M | 0.65% |
| 47 | LATTICE SEMICONDUCTOR CORP | LSCC | 28,570 | $1.7M | 0.63% |
| 48 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 11,000 | $1.5M | 0.57% |
| 49 | EOG RES INC | EOG | 11,468 | $1.4M | 0.55% |
| 50 | MICROCHIP TECHNOLOGY INC. | MCHPP | 15,600 | $1.4M | 0.54% |
| 51 | HUBSPOT INC | HUBS | 2,375 | $1.4M | 0.53% |
| 52 | NATERA INC | NTRA | 12,910 | $1.4M | 0.53% |
| 53 | EXTREME NETWORKS INC | EXTR | 100,400 | $1.4M | 0.51% |
| 54 | SHERWIN WILLIAMS CO | SHW | 4,519 | $1.3M | 0.51% |
| 55 | GRIFFON CORP | GFF | 20,950 | $1.3M | 0.51% |
| 56 | LINDE PLC | LIN | 2,948 | $1.3M | 0.49% |
| 57 | META PLATFORMS INC | META | 2,542 | $1.3M | 0.49% |
| 58 | MARATHON PETE CORP | MARA | 7,071 | $1.2M | 0.47% |
| 59 | LAUDER ESTEE COS INC | 518439104 | 10,809 | $1.2M | 0.44% |
| 60 | CONOCOPHILLIPS | COP | 9,808 | $1.1M | 0.43% |
| 61 | SYNOPSYS INC | SNPS | 1,850 | $1.1M | 0.42% |
| 62 | ANSYS INC | 03662Q105 | 3,250 | $1.0M | 0.40% |
| 63 | UNITEDHEALTH GROUP INC | UNH | 2,017 | $1.0M | 0.39% |
| 64 | AUTODESK INC | ADSK | 4,097 | $1.0M | 0.39% |
| 65 | EMERSON ELEC CO | EMR | 9,100 | $1.0M | 0.38% |
| 66 | FISERV INC | FISV | 6,380 | $950,875 | 0.36% |
| 67 | PALO ALTO NETWORKS INC | PANW | 2,800 | $949,228 | 0.36% |
| 68 | NAVITAS SEMICONDUCTOR CORP | NVTS | 240,300 | $944,379 | 0.36% |
| 69 | ABBVIE INC | ABBV | 5,372 | $921,405 | 0.35% |
| 70 | FRESHPET INC | FRPT | 7,000 | $905,730 | 0.34% |
| 71 | PTC INC | PTC | 4,800 | $872,016 | 0.33% |
| 72 | WASTE MGMT INC DEL | 94106L109 | 4,049 | $863,814 | 0.33% |
| 73 | VEEVA SYS INC | VEEV | 4,310 | $788,773 | 0.30% |
| 74 | CROCS INC | CROX | 5,138 | $749,840 | 0.29% |
| 75 | MONSTER BEVERAGE CORP NEW | MNST | 14,750 | $736,763 | 0.28% |
| 76 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $729,492 | 0.28% |
| 77 | BARRICK GOLD CORP | 067901108 | 42,131 | $701,281 | 0.27% |
| 78 | DEVON ENERGY CORP NEW | 25179M103 | 14,695 | $696,543 | 0.26% |
| 79 | FREEPORT-MCMORAN INC | FCX | 14,225 | $691,335 | 0.26% |
| 80 | S&P GLOBAL INC | SPGI | 1,500 | $669,000 | 0.25% |
| 81 | PROCORE TECHNOLOGIES INC | PCOR | 9,500 | $629,945 | 0.24% |
| 82 | AXONICS INC | 05465P101 | 9,200 | $618,516 | 0.24% |
| 83 | CSX CORP | CSX | 18,173 | $607,887 | 0.23% |
| 84 | UNION PAC CORP | UNP | 2,500 | $565,650 | 0.22% |
| 85 | ADOBE SYSTEMS INCORPORATED | ADBE | 1,000 | $555,540 | 0.21% |
| 86 | MOODYS CORP | MCO | 1,300 | $547,209 | 0.21% |
| 87 | OREILLY AUTOMOTIVE INC | 67103H107 | 500 | $528,030 | 0.20% |
| 88 | LULULEMON ATHLETICA INC | LULU | 1,750 | $522,725 | 0.20% |
| 89 | JPMORGAN CHASE & CO | VYLD | 2,342 | $473,693 | 0.18% |
| 90 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,580 | $448,430 | 0.17% |
| 91 | HOME DEPOT INC | HD | 1,278 | $439,939 | 0.17% |
| 92 | NEWMONT CORP | NEMCL | 10,120 | $423,724 | 0.16% |
| 93 | FAIR ISAAC CORP | FICO | 280 | $416,825 | 0.16% |
| 94 | TRADEWEB MKTS INC | 892672106 | 3,730 | $395,380 | 0.15% |
| 95 | WELLS FARGO CO NEW | 949746101 | 6,445 | $382,769 | 0.15% |
| 96 | NOV INC | NOV | 19,500 | $370,695 | 0.14% |
| 97 | NORTHERN OIL AND GAS INC MN | NOG | 9,800 | $364,266 | 0.14% |
| 98 | CASELLA WASTE SYS INC | CWST | 3,500 | $347,270 | 0.13% |
| 99 | POOL CORP | POOL | 1,112 | $341,751 | 0.13% |
| 100 | MSCI INC | MSCI | 700 | $337,225 | 0.13% |
| 101 | DAVE & BUSTERS ENTMT INC | 238337109 | 8,000 | $318,480 | 0.12% |
| 102 | ALIGN TECHNOLOGY INC | ALGN | 1,100 | $265,573 | 0.10% |
| 103 | AGCO CORP | AGCO | 2,633 | $257,718 | 0.10% |
| 104 | PHILIP MORRIS INTL INC | 718172109 | 2,500 | $253,325 | 0.10% |
| 105 | TOLL BROTHERS INC | TOL | 2,192 | $252,475 | 0.10% |
| 106 | CAMTEK LTD | CAMT | 1,850 | $231,694 | 0.09% |
| 107 | WALMART INC | WMT | 3,416 | $231,297 | 0.09% |
| 108 | BK OF AMERICA CORP | 060505104 | 5,708 | $227,007 | 0.09% |
| 109 | VERTEX PHARMACEUTICALS INC | VRTX | 475 | $222,642 | 0.08% |
| 110 | TEMPUR SEALY INTL INC | SGI | 4,700 | $222,498 | 0.08% |
| 111 | PRIMO WATER CORPORATION | 74167P108 | 10,000 | $218,600 | 0.08% |
| 112 | FEDEX CORP | FDX | 700 | $209,888 | 0.08% |
| 113 | MONDAY COM LTD | MNDY | 845 | $203,442 | 0.08% |
| 114 | NU HLDGS LTD | NU | 15,500 | $199,795 | 0.08% |
| 115 | CHENIERE ENERGY INC | LNG | 1,053 | $184,096 | 0.07% |
| 116 | VERISIGN INC | VRSN | 1,000 | $177,800 | 0.07% |
| 117 | PALANTIR TECHNOLOGIES INC | PLTR | 7,000 | $177,310 | 0.07% |
| 118 | KINSALE CAP GROUP INC | 49714P108 | 450 | $173,376 | 0.07% |
| 119 | ARISTA NETWORKS INC | ANET | 492 | $172,436 | 0.07% |
| 120 | AXON ENTERPRISE INC | AXON | 585 | $172,130 | 0.07% |
| 121 | DEERE & CO | DE | 399 | $149,078 | 0.06% |
| 122 | MERCADOLIBRE INC | MELI | 85 | $139,689 | 0.05% |
| 123 | TOAST INC | TOST | 5,000 | $128,850 | 0.05% |
| 124 | EXACT SCIENCES CORP | 30063P105 | 3,000 | $126,750 | 0.05% |
| 125 | PULTE GROUP INC | 745867101 | 1,102 | $121,330 | 0.05% |
| 126 | ORACLE CORP | ORCL-PD | 857 | $121,008 | 0.05% |
| 127 | NETFLIX INC | NFLX | 154 | $103,932 | 0.04% |
| 128 | SHOPIFY INC | SHOP | 1,444 | $95,227 | 0.04% |
| 129 | LABCORP HOLDINGS INC | LH | 450 | $91,579 | 0.03% |
| 130 | NORFOLK SOUTHN CORP | 655844108 | 412 | $88,452 | 0.03% |
| 131 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 4,200 | $84,042 | 0.03% |
| 132 | ZSCALER INC | ZS | 414 | $79,567 | 0.03% |
| 133 | TESLA INC | TSLA | 350 | $69,258 | 0.03% |
| 134 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,100 | $68,915 | 0.03% |
| 135 | CELSIUS HLDGS INC | CELH | 1,200 | $68,508 | 0.03% |
| 136 | 10X GENOMICS INC | TXG | 3,400 | $66,130 | 0.03% |
| 137 | BRUKER CORP | BRKRP | 1,000 | $63,810 | 0.02% |
| 138 | SITIME CORP | SITM | 500 | $62,190 | 0.02% |
| 139 | CALLAWAY GOLF CO | 131193104 | 4,000 | $61,200 | 0.02% |
| 140 | MONGODB INC | MDB | 168 | $41,993 | 0.02% |
| 141 | BOOT BARN HLDGS INC | BOOT | 212 | $27,333 | 0.01% |
| 142 | PAYPAL HLDGS INC | PYPL | 458 | $26,578 | 0.01% |
| 143 | CHUBB LIMITED | CB | 89 | $22,702 | 0.01% |
| 144 | OWENS CORNING NEW | OC | 130 | $22,584 | 0.01% |
| 145 | TIDEWATER INC NEW | TDGMW | 225 | $21,422 | 0.01% |
| 146 | MERCK & CO INC | MRK | 170 | $21,046 | 0.01% |
| 147 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 205 | $20,611 | 0.01% |
| 148 | RALPH LAUREN CORP | RL | 104 | $18,206 | 0.01% |
| 149 | NXP SEMICONDUCTORS N V | NXPI | 66 | $17,760 | 0.01% |
| 150 | AMERISOURCEBERGEN CORP | COR | 78 | $17,573 | 0.01% |
| 151 | ANTHEM INC | ELV | 32 | $17,340 | 0.01% |
| 152 | RAYMOND JAMES FINL INC | 754730109 | 140 | $17,305 | 0.01% |
| 153 | AMGEN INC | AMGN | 55 | $17,185 | 0.01% |
| 154 | CARRIER GLOBAL CORPORATION | CARR | 250 | $15,770 | 0.01% |
| 155 | GRAND CANYON ED INC | LOPE | 108 | $15,110 | 0.01% |
| 156 | AUTOZONE INC | AZO | 5 | $14,821 | 0.01% |
| 157 | EXXON MOBIL CORP | XOM | 121 | $13,930 | 0.01% |
| 158 | CIGNA CORP NEW | 125523100 | 40 | $13,223 | 0.01% |
| 159 | LIBERTY OILFIELD SVCS INC | LBRT | 470 | $9,818 | 0.00% |
| 160 | TARGA RES CORP | TRGP | 73 | $9,401 | 0.00% |
| 161 | FIRST SOLAR INC | FSLR | 40 | $9,018 | 0.00% |
| 162 | UNITED RENTALS INC | URI | 11 | $7,114 | 0.00% |