13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000008
Total Value
$237.2M
Positions
183
Other Managers
0
Confidential Omitted
No
Holdings (183)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 31,213 | $15.5M | 6.52% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 88,100 | $13.0M | 5.47% |
| 3 | INTUITIVE SURGICAL INC | ISRG | 27,715 | $9.3M | 3.94% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 140,846 | $8.5M | 3.58% |
| 5 | MICROSOFT CORP | MSFT | 22,131 | $8.3M | 3.51% |
| 6 | AMAZON COM INC | AMZN | 53,548 | $8.1M | 3.43% |
| 7 | SERVICENOW INC | NOW | 10,266 | $7.3M | 3.06% |
| 8 | DEXCOM INC | DXCM | 49,875 | $6.2M | 2.61% |
| 9 | VISA INC | V | 23,564 | $6.1M | 2.59% |
| 10 | SALESFORCE COM INC | CRM | 22,126 | $5.8M | 2.45% |
| 11 | RAMBUS INC DEL | RMBS | 80,700 | $5.5M | 2.32% |
| 12 | MASTERCARD INCORPORATED | MA | 12,257 | $5.2M | 2.20% |
| 13 | ALPHABET INC | GOOG | 33,908 | $4.8M | 2.01% |
| 14 | IRIDIUM COMMUNICATIONS INC | IRDM | 109,943 | $4.5M | 1.91% |
| 15 | MICRON TECHNOLOGY INC | MU | 47,750 | $4.1M | 1.72% |
| 16 | MONOLITHIC PWR SYS INC | 609839105 | 5,800 | $3.7M | 1.54% |
| 17 | LAUDER ESTEE COS INC | 518439104 | 23,909 | $3.5M | 1.47% |
| 18 | QUALCOMM INC | QCOM | 23,100 | $3.3M | 1.41% |
| 19 | DATADOG INC | DDOG | 26,785 | $3.3M | 1.37% |
| 20 | CYBERARK SOFTWARE LTD | M2682V108 | 14,430 | $3.2M | 1.33% |
| 21 | E L F BEAUTY INC | ELF | 21,887 | $3.2M | 1.33% |
| 22 | MOBILEYE GLOBAL INC | MBLY | 71,628 | $3.1M | 1.31% |
| 23 | INSULET CORP | PODD | 13,110 | $2.8M | 1.20% |
| 24 | COCA COLA CO | KO | 45,034 | $2.7M | 1.12% |
| 25 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 180,400 | $2.6M | 1.09% |
| 26 | EXTREME NETWORKS INC | EXTR | 142,900 | $2.5M | 1.06% |
| 27 | WASTE CONNECTIONS INC | WCN | 16,873 | $2.5M | 1.06% |
| 28 | NORFOLK SOUTHN CORP | 655844108 | 9,886 | $2.3M | 0.99% |
| 29 | QUANTA SVCS INC | 74762E102 | 10,476 | $2.3M | 0.95% |
| 30 | ZSCALER INC | ZS | 9,760 | $2.2M | 0.91% |
| 31 | NAVITAS SEMICONDUCTOR CORP | NVTS | 249,700 | $2.0M | 0.85% |
| 32 | BLOCK INC | BSQKZ | 25,900 | $2.0M | 0.84% |
| 33 | LATTICE SEMICONDUCTOR CORP | LSCC | 28,570 | $2.0M | 0.83% |
| 34 | PALO ALTO NETWORKS INC | PANW | 6,570 | $1.9M | 0.82% |
| 35 | EVERI HLDGS INC | EVEX-WT | 171,150 | $1.9M | 0.81% |
| 36 | SITIME CORP | SITM | 15,611 | $1.9M | 0.80% |
| 37 | FIVE BELOW INC | FIVE | 8,850 | $1.9M | 0.80% |
| 38 | CROWDSTRIKE HLDGS INC | CRWD | 7,000 | $1.8M | 0.75% |
| 39 | AMBARELLA INC | AMBA | 28,673 | $1.8M | 0.74% |
| 40 | CADENCE DESIGN SYSTEM INC | CDNS | 6,319 | $1.7M | 0.73% |
| 41 | WABTEC | 929740108 | 13,465 | $1.7M | 0.72% |
| 42 | INGERSOLL RAND INC | IR | 21,474 | $1.7M | 0.70% |
| 43 | MICROCHIP TECHNOLOGY INC. | MCHPP | 18,000 | $1.6M | 0.68% |
| 44 | GRIFFON CORP | GFF | 25,270 | $1.5M | 0.65% |
| 45 | DECKERS OUTDOOR CORP | DECK | 2,300 | $1.5M | 0.65% |
| 46 | NEOGEN CORP | NEOG | 76,000 | $1.5M | 0.64% |
| 47 | SHERWIN WILLIAMS CO | SHW | 4,843 | $1.5M | 0.64% |
| 48 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 11,500 | $1.5M | 0.62% |
| 49 | HUBSPOT INC | HUBS | 2,375 | $1.4M | 0.58% |
| 50 | LINDE PLC | LIN | 3,334 | $1.4M | 0.58% |
| 51 | EOG RES INC | EOG | 11,003 | $1.3M | 0.56% |
| 52 | CANADIAN PACIFIC KANSAS CITY | CP | 15,697 | $1.2M | 0.52% |
| 53 | ANSYS INC | 03662Q105 | 3,250 | $1.2M | 0.50% |
| 54 | ATLASSIAN CORPORATION | TEAM | 4,949 | $1.2M | 0.50% |
| 55 | MARTIN MARIETTA MATLS INC | 573284106 | 2,244 | $1.1M | 0.47% |
| 56 | STRYKER CORPORATION | SYK | 3,650 | $1.1M | 0.46% |
| 57 | BILL COM HLDGS INC | BILL | 12,800 | $1.0M | 0.44% |
| 58 | ABBVIE INC | ABBV | 6,600 | $1.0M | 0.43% |
| 59 | CLEAN HARBORS INC | CLH | 5,787 | $1.0M | 0.43% |
| 60 | AUTODESK INC | ADSK | 4,118 | $1.0M | 0.42% |
| 61 | CONOCOPHILLIPS | COP | 8,603 | $998,550 | 0.42% |
| 62 | VEEVA SYS INC | VEEV | 5,060 | $974,151 | 0.41% |
| 63 | SYNOPSYS INC | SNPS | 1,850 | $952,583 | 0.40% |
| 64 | UNITEDHEALTH GROUP INC | UNH | 1,804 | $949,752 | 0.40% |
| 65 | FLYWIRE CORPORATION | FLYW | 40,430 | $935,955 | 0.39% |
| 66 | MARATHON PETE CORP | MARA | 6,266 | $929,624 | 0.39% |
| 67 | PROCORE TECHNOLOGIES INC | PCOR | 13,300 | $920,626 | 0.39% |
| 68 | WASTE MGMT INC DEL | 94106L109 | 5,093 | $912,156 | 0.38% |
| 69 | UNION PAC CORP | UNP | 3,600 | $884,232 | 0.37% |
| 70 | FEDERAL SIGNAL CORP | FSS | 11,400 | $874,836 | 0.37% |
| 71 | CSX CORP | CSX | 24,713 | $856,800 | 0.36% |
| 72 | NATERA INC | NTRA | 13,600 | $851,904 | 0.36% |
| 73 | PTC INC | PTC | 4,800 | $839,808 | 0.35% |
| 74 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $822,772 | 0.35% |
| 75 | BARRICK GOLD CORP | 067901108 | 43,798 | $791,336 | 0.33% |
| 76 | CATERPILLAR INC | CAT | 2,669 | $789,143 | 0.33% |
| 77 | LIBERTY OILFIELD SVCS INC | LBRT | 42,590 | $772,583 | 0.33% |
| 78 | DAVE & BUSTERS ENTMT INC | 238337109 | 14,000 | $753,900 | 0.32% |
| 79 | VULCAN MATLS CO | 929160109 | 3,321 | $753,900 | 0.32% |
| 80 | ON HLDG AG | H5919C104 | 27,900 | $752,463 | 0.32% |
| 81 | NIKE INC | NKE | 6,500 | $705,705 | 0.30% |
| 82 | SEALED AIR CORP NEW | SE | 18,500 | $675,620 | 0.28% |
| 83 | DEVON ENERGY CORP NEW | 25179M103 | 14,615 | $662,059 | 0.28% |
| 84 | APPLE INC | AAPL | 3,341 | $643,243 | 0.27% |
| 85 | CERUS CORP | CERS | 285,000 | $615,600 | 0.26% |
| 86 | POOL CORP | POOL | 1,448 | $577,332 | 0.24% |
| 87 | AXONICS INC | 05465P101 | 9,200 | $572,516 | 0.24% |
| 88 | ETSY INC | ETSY | 6,550 | $530,877 | 0.22% |
| 89 | S&P GLOBAL INC | SPGI | 1,200 | $528,624 | 0.22% |
| 90 | CELSIUS HLDGS INC | CELH | 9,510 | $518,485 | 0.22% |
| 91 | FREEPORT-MCMORAN INC | FCX | 11,503 | $489,683 | 0.21% |
| 92 | AGCO CORP | AGCO | 4,005 | $486,247 | 0.20% |
| 93 | HOME DEPOT INC | HD | 1,330 | $460,912 | 0.19% |
| 94 | CONSTRUCTION PARTNERS INC | ROAD | 10,100 | $439,552 | 0.19% |
| 95 | FRESHPET INC | FRPT | 5,000 | $433,800 | 0.18% |
| 96 | JPMORGAN CHASE & CO | VYLD | 2,458 | $418,106 | 0.18% |
| 97 | NOV INC | NOV | 19,700 | $399,516 | 0.17% |
| 98 | MSCI INC | MSCI | 700 | $395,955 | 0.17% |
| 99 | PHILIP MORRIS INTL INC | 718172109 | 4,000 | $376,320 | 0.16% |
| 100 | COSTCO WHSL CORP NEW | 22160K105 | 500 | $330,040 | 0.14% |
| 101 | FAIR ISAAC CORP | FICO | 280 | $325,923 | 0.14% |
| 102 | NEWMONT CORP | NEMCL | 7,618 | $315,309 | 0.13% |
| 103 | ALIGN TECHNOLOGY INC | ALGN | 1,100 | $301,400 | 0.13% |
| 104 | WELLS FARGO CO NEW | 949746101 | 6,103 | $300,390 | 0.13% |
| 105 | AEROVIRONMENT INC | AVAV | 2,300 | $289,892 | 0.12% |
| 106 | KINSALE CAP GROUP INC | 49714P108 | 860 | $288,023 | 0.12% |
| 107 | SHOPIFY INC | SHOP | 3,615 | $281,451 | 0.12% |
| 108 | MOODYS CORP | MCO | 700 | $273,392 | 0.12% |
| 109 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,615 | $271,960 | 0.11% |
| 110 | CASELLA WASTE SYS INC | CWST | 3,000 | $256,380 | 0.11% |
| 111 | FEDEX CORP | FDX | 987 | $249,681 | 0.11% |
| 112 | NORTHERN OIL AND GAS INC MN | NOG | 6,700 | $248,369 | 0.10% |
| 113 | DEERE & CO | DE | 590 | $235,923 | 0.10% |
| 114 | ULTA BEAUTY INC | ULTA | 475 | $232,745 | 0.10% |
| 115 | DUOLINGO INC | DUOL | 990 | $224,581 | 0.09% |
| 116 | TEMPUR SEALY INTL INC | SGI | 4,400 | $224,268 | 0.09% |
| 117 | ARISTA NETWORKS INC | ANET | 925 | $217,847 | 0.09% |
| 118 | BLOOMIN BRANDS INC | BLMN | 7,580 | $213,377 | 0.09% |
| 119 | VERISIGN INC | VRSN | 1,000 | $205,960 | 0.09% |
| 120 | FLUENCE ENERGY INC | FLNC | 8,600 | $205,110 | 0.09% |
| 121 | CROCS INC | CROX | 2,166 | $202,326 | 0.09% |
| 122 | MERCADOLIBRE INC | MELI | 125 | $196,443 | 0.08% |
| 123 | MONGODB INC | MDB | 434 | $177,441 | 0.07% |
| 124 | CALLAWAY GOLF CO | 131193104 | 12,046 | $172,740 | 0.07% |
| 125 | ZIPRECRUITER INC | ZIP | 12,000 | $166,800 | 0.07% |
| 126 | M D C HLDGS INC | 552676108 | 3,000 | $165,750 | 0.07% |
| 127 | WALMART INC | WMT | 1,036 | $163,325 | 0.07% |
| 128 | MONDAY COM LTD | MNDY | 845 | $158,699 | 0.07% |
| 129 | BK OF AMERICA CORP | 060505104 | 4,665 | $157,071 | 0.07% |
| 130 | AXON ENTERPRISE INC | AXON | 585 | $151,123 | 0.06% |
| 131 | DYNATRACE INC | DT | 2,600 | $142,194 | 0.06% |
| 132 | CHENIERE ENERGY INC | LNG | 815 | $139,129 | 0.06% |
| 133 | CHEVRON CORP NEW | CVX | 894 | $133,349 | 0.06% |
| 134 | SENTINELONE INC | S | 4,000 | $109,760 | 0.05% |
| 135 | PLANET FITNESS INC | PLNT | 1,432 | $104,536 | 0.04% |
| 136 | NU HLDGS LTD | NU | 12,400 | $103,292 | 0.04% |
| 137 | LABORATORY CORP AMER HLDGS | 50540R409 | 450 | $102,281 | 0.04% |
| 138 | INSPIRE MED SYS INC | 457730109 | 460 | $93,578 | 0.04% |
| 139 | TOAST INC | TOST | 5,000 | $91,300 | 0.04% |
| 140 | TRADEWEB MKTS INC | 892672106 | 1,000 | $90,880 | 0.04% |
| 141 | BIOMARIN PHARMACEUTICAL INC | BMRN | 940 | $90,635 | 0.04% |
| 142 | LULULEMON ATHLETICA INC | LULU | 150 | $76,693 | 0.03% |
| 143 | PRIMO WATER CORPORATION | 74167P108 | 5,000 | $75,250 | 0.03% |
| 144 | BRUKER CORP | BRKRP | 1,000 | $73,480 | 0.03% |
| 145 | REGENXBIO INC | RGNX | 4,000 | $71,800 | 0.03% |
| 146 | TESLA INC | TSLA | 270 | $67,090 | 0.03% |
| 147 | FIRST SOLAR INC | FSLR | 160 | $27,565 | 0.01% |
| 148 | PAYPAL HLDGS INC | PYPL | 355 | $21,801 | 0.01% |
| 149 | TIDEWATER INC NEW | TDGMW | 240 | $17,306 | 0.01% |
| 150 | CISCO SYS INC | CSCO | 340 | $17,177 | 0.01% |
| 151 | SCHWAB CHARLES CORP | SCHW-PJ | 245 | $16,856 | 0.01% |
| 152 | RALPH LAUREN CORP | RL | 115 | $16,583 | 0.01% |
| 153 | AMGEN INC | AMGN | 55 | $15,841 | 0.01% |
| 154 | WESCO INTL INC | 95082P105 | 90 | $15,649 | 0.01% |
| 155 | DOLLAR GEN CORP NEW | 256677105 | 115 | $15,634 | 0.01% |
| 156 | RAYMOND JAMES FINL INC | 754730109 | 140 | $15,610 | 0.01% |
| 157 | TEREX CORP NEW | TEX | 255 | $14,652 | 0.01% |
| 158 | NXP SEMICONDUCTORS N V | NXPI | 63 | $14,470 | 0.01% |
| 159 | EAGLE MATLS INC | 26969P108 | 70 | $14,199 | 0.01% |
| 160 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 170 | $13,665 | 0.01% |
| 161 | CHUBB LIMITED | CB | 60 | $13,560 | 0.01% |
| 162 | VALARIS LIMITED | VAL-WT | 185 | $12,685 | 0.01% |
| 163 | OWENS CORNING NEW | OC | 80 | $11,858 | 0.00% |
| 164 | JOHNSON & JOHNSON | JNJ | 75 | $11,755 | 0.00% |
| 165 | UNITED RENTALS INC | URI | 20 | $11,468 | 0.00% |
| 166 | FISERV INC | FISV | 80 | $10,627 | 0.00% |
| 167 | EXPEDIA GROUP INC | EXPE | 70 | $10,625 | 0.00% |
| 168 | AFLAC INC | AFL | 120 | $9,900 | 0.00% |
| 169 | LOWES COS INC | 548661107 | 40 | $8,902 | 0.00% |
| 170 | BECTON DICKINSON & CO | BDX | 30 | $7,315 | 0.00% |
| 171 | TRANSOCEAN LTD | RIG | 1,150 | $7,303 | 0.00% |
| 172 | BOOT BARN HLDGS INC | BOOT | 95 | $7,292 | 0.00% |
| 173 | TARGET CORP | TGT | 50 | $7,121 | 0.00% |
| 174 | ANTHEM INC | ELV | 15 | $7,073 | 0.00% |
| 175 | COMCAST CORP NEW | CCZ | 160 | $7,016 | 0.00% |
| 176 | TIMKEN CO | TKR | 85 | $6,813 | 0.00% |
| 177 | BERRY GLOBAL GROUP INC | 08579W103 | 100 | $6,739 | 0.00% |
| 178 | DICKS SPORTING GOODS INC | 253393102 | 45 | $6,613 | 0.00% |
| 179 | OMNICOM GROUP INC | OMC | 76 | $6,575 | 0.00% |
| 180 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 100 | $5,131 | 0.00% |
| 181 | VALE S A | VALE | 315 | $4,996 | 0.00% |
| 182 | HALLIBURTON CO | HAL | 130 | $4,699 | 0.00% |
| 183 | ARROW ELECTRS INC | 042735100 | 30 | $3,667 | 0.00% |