13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q2 2025 · Filed August 29, 2025 · Accession 0002079571-25-000006
Total Value
$253.7M
Positions
169
Other Managers
0
Confidential Omitted
No
Holdings (169)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 18,712 | $16.2M | 6.39% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 148,054 | $10.1M | 3.97% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 57,102 | $9.9M | 3.89% |
| 4 | AMAZON COM INC | AMZN | 54,585 | $9.4M | 3.72% |
| 5 | MICROSOFT CORP | MSFT | 22,234 | $9.0M | 3.54% |
| 6 | SERVICENOW INC | NOW | 9,281 | $6.8M | 2.67% |
| 7 | VISA INC | V | 24,248 | $6.5M | 2.56% |
| 8 | SALESFORCE COM INC | CRM | 22,376 | $6.5M | 2.55% |
| 9 | ALPHABET INC | GOOG | 43,964 | $6.4M | 2.53% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 15,891 | $6.1M | 2.40% |
| 11 | DEXCOM INC | DXCM | 43,685 | $5.8M | 2.29% |
| 12 | ARM HOLDINGS PLC | 042068205 | 47,560 | $5.7M | 2.25% |
| 13 | MASTERCARD INCORPORATED | MA | 11,998 | $5.5M | 2.18% |
| 14 | RAMBUS INC DEL | RMBS | 79,589 | $4.7M | 1.86% |
| 15 | MICRON TECHNOLOGY INC | MU | 41,125 | $4.6M | 1.83% |
| 16 | PARSONS CORP DEL | PSN | 57,163 | $4.5M | 1.79% |
| 17 | SYMBOTIC INC | SYM | 104,069 | $4.5M | 1.77% |
| 18 | CONSTRUCTION PARTNERS INC | ROAD | 78,076 | $4.2M | 1.66% |
| 19 | CYBERARK SOFTWARE LTD | M2682V108 | 16,290 | $4.1M | 1.64% |
| 20 | CLEAN HARBORS INC | CLH | 20,557 | $4.0M | 1.56% |
| 21 | E L F BEAUTY INC | ELF | 20,211 | $3.8M | 1.50% |
| 22 | QUALCOMM INC | QCOM | 23,100 | $3.7M | 1.48% |
| 23 | MONOLITHIC PWR SYS INC | 609839105 | 5,495 | $3.6M | 1.41% |
| 24 | COCA COLA CO | KO | 60,327 | $3.5M | 1.39% |
| 25 | MARTIN MARIETTA MATLS INC | 573284106 | 5,870 | $3.5M | 1.36% |
| 26 | FLYWIRE CORPORATION | FLYW | 144,530 | $3.4M | 1.36% |
| 27 | DATADOG INC | DDOG | 27,677 | $3.3M | 1.29% |
| 28 | CROWDSTRIKE HLDGS INC | CRWD | 10,533 | $3.2M | 1.28% |
| 29 | BLOCK INC | BSQKZ | 39,555 | $3.2M | 1.26% |
| 30 | VULCAN MATLS CO | 929160109 | 11,721 | $3.1M | 1.21% |
| 31 | QUANTA SVCS INC | 74762E102 | 10,632 | $2.6M | 1.04% |
| 32 | IRIDIUM COMMUNICATIONS INC | IRDM | 104,043 | $2.6M | 1.03% |
| 33 | FEDERAL SIGNAL CORP | FSS | 28,828 | $2.3M | 0.92% |
| 34 | WASTE CONNECTIONS INC | WCN | 13,946 | $2.3M | 0.91% |
| 35 | ON HLDG AG | H5919C104 | 63,900 | $2.2M | 0.85% |
| 36 | LATTICE SEMICONDUCTOR CORP | LSCC | 28,570 | $2.1M | 0.84% |
| 37 | DECKERS OUTDOOR CORP | DECK | 2,300 | $2.1M | 0.82% |
| 38 | CATERPILLAR INC | CAT | 5,581 | $2.0M | 0.77% |
| 39 | INGERSOLL RAND INC | IR | 21,403 | $1.9M | 0.77% |
| 40 | AEROVIRONMENT INC | AVAV | 13,100 | $1.9M | 0.76% |
| 41 | CADENCE DESIGN SYSTEM INC | CDNS | 5,911 | $1.8M | 0.70% |
| 42 | WABTEC | 929740108 | 12,448 | $1.7M | 0.69% |
| 43 | ZSCALER INC | ZS | 9,383 | $1.7M | 0.68% |
| 44 | CELSIUS HLDGS INC | CELH | 20,150 | $1.6M | 0.63% |
| 45 | LAUDER ESTEE COS INC | 518439104 | 10,809 | $1.6M | 0.63% |
| 46 | MICROCHIP TECHNOLOGY INC. | MCHPP | 18,000 | $1.5M | 0.61% |
| 47 | SHERWIN WILLIAMS CO | SHW | 4,543 | $1.5M | 0.60% |
| 48 | HUBSPOT INC | HUBS | 2,375 | $1.4M | 0.56% |
| 49 | GRIFFON CORP | GFF | 20,250 | $1.4M | 0.56% |
| 50 | EOG RES INC | EOG | 10,909 | $1.3M | 0.53% |
| 51 | CANADIAN PACIFIC KANSAS CITY | CP | 15,697 | $1.3M | 0.52% |
| 52 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 10,000 | $1.3M | 0.52% |
| 53 | LINDE PLC | LIN | 2,959 | $1.3M | 0.52% |
| 54 | MURPHY USA INC | MUSA | 3,238 | $1.3M | 0.51% |
| 55 | MARATHON PETE CORP | MARA | 6,600 | $1.3M | 0.50% |
| 56 | NATERA INC | NTRA | 13,800 | $1.2M | 0.48% |
| 57 | LILLY ELI & CO | LLY | 1,573 | $1.2M | 0.46% |
| 58 | EXTREME NETWORKS INC | EXTR | 100,400 | $1.1M | 0.44% |
| 59 | NAVITAS SEMICONDUCTOR CORP | NVTS | 240,300 | $1.1M | 0.43% |
| 60 | CONOCOPHILLIPS | COP | 8,910 | $1.1M | 0.43% |
| 61 | ANSYS INC | 03662Q105 | 3,250 | $1.1M | 0.43% |
| 62 | AUTODESK INC | ADSK | 4,118 | $1.0M | 0.41% |
| 63 | SYNOPSYS INC | SNPS | 1,850 | $1.0M | 0.40% |
| 64 | EMERSON ELEC CO | EMR | 9,100 | $989,653 | 0.39% |
| 65 | FISERV INC | FISV | 6,380 | $977,696 | 0.39% |
| 66 | VEEVA SYS INC | VEEV | 4,310 | $957,495 | 0.38% |
| 67 | ABBVIE INC | ABBV | 5,310 | $927,164 | 0.37% |
| 68 | PALO ALTO NETWORKS INC | PANW | 3,270 | $890,875 | 0.35% |
| 69 | UNITEDHEALTH GROUP INC | UNH | 1,858 | $881,332 | 0.35% |
| 70 | PTC INC | PTC | 4,800 | $869,595 | 0.34% |
| 71 | PROCORE TECHNOLOGIES INC | PCOR | 10,800 | $850,920 | 0.34% |
| 72 | UNION PAC CORP | UNP | 3,600 | $848,918 | 0.33% |
| 73 | MONSTER BEVERAGE CORP NEW | MNST | 14,750 | $838,402 | 0.33% |
| 74 | WASTE MGMT INC DEL | 94106L109 | 4,071 | $832,029 | 0.33% |
| 75 | BARRICK GOLD CORP | 067901108 | 49,200 | $780,874 | 0.31% |
| 76 | BILL COM HLDGS INC | BILL | 11,664 | $768,568 | 0.30% |
| 77 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $740,258 | 0.29% |
| 78 | META PLATFORMS INC | META | 1,534 | $714,230 | 0.28% |
| 79 | DEVON ENERGY CORP NEW | 25179M103 | 14,760 | $710,181 | 0.28% |
| 80 | CROCS INC | CROX | 5,108 | $704,306 | 0.28% |
| 81 | LULULEMON ATHLETICA INC | LULU | 1,750 | $655,508 | 0.26% |
| 82 | CSX CORP | CSX | 18,301 | $650,503 | 0.26% |
| 83 | APPLE INC | AAPL | 3,801 | $624,976 | 0.25% |
| 84 | S&P GLOBAL INC | SPGI | 1,500 | $611,916 | 0.24% |
| 85 | AXONICS INC | 05465P101 | 9,200 | $608,415 | 0.24% |
| 86 | DAVE & BUSTERS ENTMT INC | 238337109 | 10,000 | $600,242 | 0.24% |
| 87 | FRESHPET INC | FRPT | 5,300 | $588,791 | 0.23% |
| 88 | OREILLY AUTOMOTIVE INC | 67103H107 | 500 | $541,215 | 0.21% |
| 89 | MSCI INC | MSCI | 1,000 | $537,389 | 0.21% |
| 90 | FREEPORT-MCMORAN INC | FCX | 11,064 | $498,823 | 0.20% |
| 91 | HOME DEPOT INC | HD | 1,312 | $482,574 | 0.19% |
| 92 | JPMORGAN CHASE & CO | VYLD | 2,367 | $454,602 | 0.18% |
| 93 | POOL CORP | POOL | 1,126 | $435,646 | 0.17% |
| 94 | FIVE BELOW INC | FIVE | 2,500 | $434,792 | 0.17% |
| 95 | KINSALE CAP GROUP INC | 49714P108 | 780 | $392,456 | 0.15% |
| 96 | WELLS FARGO CO NEW | 949746101 | 6,551 | $364,072 | 0.14% |
| 97 | ALIGN TECHNOLOGY INC | ALGN | 1,100 | $345,870 | 0.14% |
| 98 | NORTHERN OIL AND GAS INC MN | NOG | 8,900 | $338,621 | 0.13% |
| 99 | FAIR ISAAC CORP | FICO | 280 | $335,494 | 0.13% |
| 100 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,500 | $326,130 | 0.13% |
| 101 | AGCO CORP | AGCO | 2,725 | $321,436 | 0.13% |
| 102 | NOV INC | NOV | 17,000 | $318,186 | 0.13% |
| 103 | EXACT SCIENCES CORP | 30063P105 | 4,600 | $304,604 | 0.12% |
| 104 | CASELLA WASTE SYS INC | CWST | 3,200 | $303,366 | 0.12% |
| 105 | NEWMONT CORP | NEMCL | 8,435 | $289,871 | 0.11% |
| 106 | TOLL BROTHERS INC | TOL | 2,210 | $274,143 | 0.11% |
| 107 | FEDEX CORP | FDX | 951 | $264,205 | 0.10% |
| 108 | MOODYS CORP | MCO | 700 | $263,801 | 0.10% |
| 109 | BLOOMIN BRANDS INC | BLMN | 9,500 | $261,249 | 0.10% |
| 110 | TEMPUR SEALY INTL INC | SGI | 4,700 | $256,065 | 0.10% |
| 111 | NIKE INC | NKE | 2,500 | $225,282 | 0.09% |
| 112 | PHILIP MORRIS INTL INC | 718172109 | 2,500 | $219,625 | 0.09% |
| 113 | DEERE & CO | DE | 551 | $217,005 | 0.09% |
| 114 | ARISTA NETWORKS INC | ANET | 750 | $208,536 | 0.08% |
| 115 | DUOLINGO INC | DUOL | 940 | $198,813 | 0.08% |
| 116 | BK OF AMERICA CORP | 060505104 | 5,139 | $186,852 | 0.07% |
| 117 | MONDAY COM LTD | MNDY | 845 | $183,007 | 0.07% |
| 118 | VERISIGN INC | VRSN | 1,000 | $181,712 | 0.07% |
| 119 | M D C HLDGS INC | 552676108 | 3,000 | $180,964 | 0.07% |
| 120 | WALMART INC | WMT | 3,054 | $176,198 | 0.07% |
| 121 | AXON ENTERPRISE INC | AXON | 585 | $175,503 | 0.07% |
| 122 | SHOPIFY INC | SHOP | 2,202 | $162,102 | 0.06% |
| 123 | CAMTEK LTD | CAMT | 1,800 | $144,582 | 0.06% |
| 124 | CHENIERE ENERGY INC | LNG | 925 | $143,045 | 0.06% |
| 125 | VERTEX PHARMACEUTICALS INC | VRTX | 355 | $142,288 | 0.06% |
| 126 | NU HLDGS LTD | NU | 12,400 | $141,845 | 0.06% |
| 127 | PULTE GROUP INC | 745867101 | 1,102 | $127,454 | 0.05% |
| 128 | 10X GENOMICS INC | TXG | 3,400 | $122,352 | 0.05% |
| 129 | TOAST INC | TOST | 5,000 | $119,473 | 0.05% |
| 130 | NORFOLK SOUTHN CORP | 655844108 | 432 | $105,573 | 0.04% |
| 131 | TRADEWEB MKTS INC | 892672106 | 1,000 | $99,884 | 0.04% |
| 132 | INSPIRE MED SYS INC | 457730109 | 460 | $94,738 | 0.04% |
| 133 | LABORATORY CORP AMER HLDGS | 50540R409 | 450 | $94,262 | 0.04% |
| 134 | BRUKER CORP | BRKRP | 1,000 | $90,075 | 0.04% |
| 135 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 625 | $88,988 | 0.04% |
| 136 | PRIMO WATER CORPORATION | 74167P108 | 5,000 | $87,304 | 0.03% |
| 137 | REGENXBIO INC | RGNX | 4,000 | $80,812 | 0.03% |
| 138 | SNOWFLAKE INC | SNOW | 512 | $79,335 | 0.03% |
| 139 | AMBARELLA INC | AMBA | 1,623 | $79,009 | 0.03% |
| 140 | BIOMARIN PHARMACEUTICAL INC | BMRN | 940 | $78,721 | 0.03% |
| 141 | CALLAWAY GOLF CO | 131193104 | 4,000 | $62,019 | 0.02% |
| 142 | SITIME CORP | SITM | 500 | $44,697 | 0.02% |
| 143 | AFLAC INC | AFL | 230 | $18,935 | 0.01% |
| 144 | PAYPAL HLDGS INC | PYPL | 292 | $18,756 | 0.01% |
| 145 | TIDEWATER INC NEW | TDGMW | 208 | $18,349 | 0.01% |
| 146 | RAYMOND JAMES FINL INC | 754730109 | 140 | $17,239 | 0.01% |
| 147 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 170 | $16,798 | 0.01% |
| 148 | ANTHEM INC | ELV | 32 | $15,911 | 0.01% |
| 149 | BOOT BARN HLDGS INC | BOOT | 170 | $15,510 | 0.01% |
| 150 | FIRST SOLAR INC | FSLR | 94 | $15,214 | 0.01% |
| 151 | AMGEN INC | AMGN | 55 | $14,994 | 0.01% |
| 152 | NXP SEMICONDUCTORS N V | NXPI | 63 | $14,967 | 0.01% |
| 153 | CHUBB LIMITED | CB | 60 | $14,908 | 0.01% |
| 154 | DISNEY WALT CO | 254687106 | 125 | $14,666 | 0.01% |
| 155 | EAGLE MATLS INC | 26969P108 | 56 | $14,592 | 0.01% |
| 156 | ORACLE CORP | ORCL-PD | 118 | $14,212 | 0.01% |
| 157 | CIGNA CORP NEW | 125523100 | 40 | $13,930 | 0.01% |
| 158 | CHEVRON CORP NEW | CVX | 85 | $12,856 | 0.01% |
| 159 | RALPH LAUREN CORP | RL | 70 | $12,602 | 0.00% |
| 160 | LIBERTY OILFIELD SVCS INC | LBRT | 620 | $12,318 | 0.00% |
| 161 | DOLLAR GEN CORP NEW | 256677105 | 70 | $10,475 | 0.00% |
| 162 | MONGODB INC | MDB | 30 | $10,316 | 0.00% |
| 163 | HALLIBURTON CO | HAL | 250 | $9,449 | 0.00% |
| 164 | UNITED RENTALS INC | URI | 13 | $8,989 | 0.00% |
| 165 | OWENS CORNING NEW | OC | 50 | $7,997 | 0.00% |
| 166 | ULTA BEAUTY INC | ULTA | 15 | $7,520 | 0.00% |
| 167 | VALARIS LIMITED | VAL-WT | 100 | $7,216 | 0.00% |
| 168 | TIMKEN CO | TKR | 85 | $7,126 | 0.00% |
| 169 | AMERISOURCEBERGEN CORP | COR | 30 | $6,990 | 0.00% |