13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000009
Total Value
$186.3M
Positions
161
Other Managers
0
Confidential Omitted
No
Holdings (161)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 32,493 | $14.1M | 7.59% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 90,500 | $9.3M | 5.00% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 140,846 | $7.6M | 4.09% |
| 4 | MICROSOFT CORP | MSFT | 21,698 | $6.9M | 3.68% |
| 5 | AMAZON COM INC | AMZN | 47,715 | $6.1M | 3.26% |
| 6 | SERVICENOW INC | NOW | 9,267 | $5.2M | 2.78% |
| 7 | VISA INC | V | 21,991 | $5.1M | 2.72% |
| 8 | IRIDIUM COMMUNICATIONS INC | IRDM | 109,943 | $5.0M | 2.68% |
| 9 | MASTERCARD INCORPORATED | MA | 12,062 | $4.8M | 2.56% |
| 10 | ALPHABET INC | GOOG | 35,828 | $4.7M | 2.54% |
| 11 | DEXCOM INC | DXCM | 50,335 | $4.7M | 2.52% |
| 12 | RAMBUS INC DEL | RMBS | 80,700 | $4.5M | 2.42% |
| 13 | SALESFORCE COM INC | CRM | 21,582 | $4.4M | 2.35% |
| 14 | EXTREME NETWORKS INC | EXTR | 147,500 | $3.6M | 1.92% |
| 15 | MOBILEYE GLOBAL INC | MBLY | 79,280 | $3.3M | 1.77% |
| 16 | MICRON TECHNOLOGY INC | MU | 47,750 | $3.2M | 1.74% |
| 17 | WASTE CONNECTIONS INC | WCN | 19,953 | $2.7M | 1.44% |
| 18 | MONOLITHIC PWR SYS INC | 609839105 | 5,800 | $2.7M | 1.44% |
| 19 | QUALCOMM INC | QCOM | 23,700 | $2.6M | 1.41% |
| 20 | LATTICE SEMICONDUCTOR CORP | LSCC | 28,570 | $2.5M | 1.32% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 8,150 | $2.4M | 1.28% |
| 22 | EVERI HLDGS INC | EVEX-WT | 171,150 | $2.3M | 1.21% |
| 23 | E L F BEAUTY INC | ELF | 20,593 | $2.3M | 1.21% |
| 24 | INSULET CORP | PODD | 13,770 | $2.2M | 1.18% |
| 25 | RAPID7 INC | RPD | 47,660 | $2.2M | 1.17% |
| 26 | NORFOLK SOUTHN CORP | 655844108 | 10,936 | $2.2M | 1.16% |
| 27 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 180,400 | $2.1M | 1.15% |
| 28 | CYBERARK SOFTWARE LTD | M2682V108 | 12,050 | $2.0M | 1.06% |
| 29 | COCA COLA CO | KO | 33,375 | $1.9M | 1.00% |
| 30 | SITIME CORP | SITM | 15,811 | $1.8M | 0.97% |
| 31 | FIVE BELOW INC | FIVE | 10,450 | $1.7M | 0.90% |
| 32 | PALO ALTO NETWORKS INC | PANW | 6,660 | $1.6M | 0.84% |
| 33 | AMBARELLA INC | AMBA | 28,673 | $1.5M | 0.82% |
| 34 | QUANTA SVCS INC | 74762E102 | 8,112 | $1.5M | 0.81% |
| 35 | OPEN LENDING CORP | LPRO | 204,750 | $1.5M | 0.80% |
| 36 | CADENCE DESIGN SYSTEM INC | CDNS | 6,319 | $1.5M | 0.79% |
| 37 | WABTEC | 929740108 | 13,287 | $1.4M | 0.76% |
| 38 | NEOGEN CORP | NEOG | 76,000 | $1.4M | 0.76% |
| 39 | MICROCHIP TECHNOLOGY INC. | MCHPP | 18,000 | $1.4M | 0.75% |
| 40 | EOG RES INC | EOG | 11,003 | $1.4M | 0.75% |
| 41 | SHERWIN WILLIAMS CO | SHW | 5,343 | $1.4M | 0.73% |
| 42 | ACCENTURE PLC IRELAND | ACN | 4,395 | $1.3M | 0.72% |
| 43 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 11,500 | $1.3M | 0.68% |
| 44 | INGERSOLL RAND INC | IR | 19,310 | $1.2M | 0.66% |
| 45 | AGCO CORP | AGCO | 10,278 | $1.2M | 0.65% |
| 46 | LAUDER ESTEE COS INC | 518439104 | 8,259 | $1.2M | 0.64% |
| 47 | DECKERS OUTDOOR CORP | DECK | 2,300 | $1.2M | 0.63% |
| 48 | LINDE PLC | LIN | 3,165 | $1.2M | 0.63% |
| 49 | HUBSPOT INC | HUBS | 2,375 | $1.2M | 0.63% |
| 50 | XPONENTIAL FITNESS INC | XPOF | 71,000 | $1.1M | 0.59% |
| 51 | CONOCOPHILLIPS | COP | 8,977 | $1.1M | 0.58% |
| 52 | NIKE INC | NKE | 11,000 | $1.1M | 0.56% |
| 53 | FIDELITY NATL INFORMATION SV | 31620M106 | 18,950 | $1.0M | 0.56% |
| 54 | VEEVA SYS INC | VEEV | 5,060 | $1.0M | 0.55% |
| 55 | STRYKER CORPORATION | SYK | 3,650 | $997,435 | 0.54% |
| 56 | UNITEDHEALTH GROUP INC | UNH | 1,976 | $996,279 | 0.53% |
| 57 | DEERE & CO | DE | 2,624 | $990,245 | 0.53% |
| 58 | ABBVIE INC | ABBV | 6,630 | $988,268 | 0.53% |
| 59 | GRIFFON CORP | GFF | 23,300 | $924,311 | 0.50% |
| 60 | MARATHON PETE CORP | MARA | 6,076 | $919,542 | 0.49% |
| 61 | PROCORE TECHNOLOGIES INC | PCOR | 13,300 | $868,756 | 0.47% |
| 62 | AUTODESK INC | ADSK | 4,118 | $852,055 | 0.46% |
| 63 | SYNOPSYS INC | SNPS | 1,850 | $849,095 | 0.46% |
| 64 | CLEAN HARBORS INC | CLH | 5,067 | $848,013 | 0.46% |
| 65 | LIBERTY OILFIELD SVCS INC | LBRT | 42,770 | $792,100 | 0.43% |
| 66 | WASTE MGMT INC DEL | 94106L109 | 5,093 | $776,377 | 0.42% |
| 67 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $757,556 | 0.41% |
| 68 | CALLAWAY GOLF CO | 131193104 | 53,046 | $734,157 | 0.39% |
| 69 | ETSY INC | ETSY | 11,050 | $713,609 | 0.38% |
| 70 | DEVON ENERGY CORP NEW | 25179M103 | 14,775 | $704,768 | 0.38% |
| 71 | FEDERAL SIGNAL CORP | FSS | 10,800 | $645,084 | 0.35% |
| 72 | APPLE INC | AAPL | 3,759 | $643,578 | 0.35% |
| 73 | POOL CORP | POOL | 1,748 | $622,463 | 0.33% |
| 74 | SEALED AIR CORP NEW | SE | 18,500 | $607,910 | 0.33% |
| 75 | CSX CORP | CSX | 19,713 | $606,175 | 0.33% |
| 76 | S&P GLOBAL INC | SPGI | 1,600 | $584,656 | 0.31% |
| 77 | MATCH GROUP INC NEW | MTCH | 14,750 | $577,831 | 0.31% |
| 78 | BARRICK GOLD CORP | 067901108 | 35,105 | $514,937 | 0.28% |
| 79 | COSTCO WHSL CORP NEW | 22160K105 | 900 | $508,464 | 0.27% |
| 80 | FAIR ISAAC CORP | FICO | 550 | $477,692 | 0.26% |
| 81 | CERUS CORP | CERS | 285,000 | $461,700 | 0.25% |
| 82 | DAVE & BUSTERS ENTMT INC | 238337109 | 11,900 | $441,133 | 0.24% |
| 83 | ALIGN TECHNOLOGY INC | ALGN | 1,400 | $427,448 | 0.23% |
| 84 | NOV INC | NOV | 19,700 | $411,730 | 0.22% |
| 85 | HOME DEPOT INC | HD | 1,330 | $401,873 | 0.22% |
| 86 | DOXIMITY INC | DOCS | 17,000 | $360,740 | 0.19% |
| 87 | MSCI INC | MSCI | 700 | $359,156 | 0.19% |
| 88 | DATADOG INC | DDOG | 3,885 | $353,885 | 0.19% |
| 89 | MOODYS CORP | MCO | 1,000 | $316,170 | 0.17% |
| 90 | UNION PAC CORP | UNP | 1,500 | $305,445 | 0.16% |
| 91 | JPMORGAN CHASE & CO | VYLD | 1,958 | $283,949 | 0.15% |
| 92 | FREEPORT-MCMORAN INC | FCX | 7,301 | $272,254 | 0.15% |
| 93 | NORTHERN OIL AND GAS INC MN | NOG | 6,700 | $269,541 | 0.14% |
| 94 | KINSALE CAP GROUP INC | 49714P108 | 640 | $265,043 | 0.14% |
| 95 | CATERPILLAR INC | CAT | 965 | $263,445 | 0.14% |
| 96 | CONSTRUCTION PARTNERS INC | ROAD | 7,000 | $255,920 | 0.14% |
| 97 | CHEVRON CORP NEW | CVX | 1,494 | $251,918 | 0.14% |
| 98 | DUOLINGO INC | DUOL | 1,515 | $251,293 | 0.13% |
| 99 | MARTIN MARIETTA MATLS INC | 573284106 | 603 | $247,519 | 0.13% |
| 100 | TOAST INC | TOST | 13,155 | $246,393 | 0.13% |
| 101 | MERCADOLIBRE INC | MELI | 182 | $230,754 | 0.12% |
| 102 | FEDEX CORP | FDX | 850 | $225,182 | 0.12% |
| 103 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,500 | $217,250 | 0.12% |
| 104 | FLYWIRE CORPORATION | FLYW | 6,430 | $205,053 | 0.11% |
| 105 | NEWMONT CORP | NEMCL | 5,525 | $204,149 | 0.11% |
| 106 | FLUENCE ENERGY INC | FLNC | 8,600 | $197,714 | 0.11% |
| 107 | TEMPUR SEALY INTL INC | SGI | 4,400 | $190,696 | 0.10% |
| 108 | ULTA BEAUTY INC | ULTA | 475 | $189,739 | 0.10% |
| 109 | BLOOMIN BRANDS INC | BLMN | 7,300 | $179,507 | 0.10% |
| 110 | CELSIUS HLDGS INC | CELH | 970 | $166,452 | 0.09% |
| 111 | CROWDSTRIKE HLDGS INC | CRWD | 900 | $150,642 | 0.08% |
| 112 | MONGODB INC | MDB | 434 | $150,103 | 0.08% |
| 113 | VULCAN MATLS CO | 929160109 | 740 | $149,495 | 0.08% |
| 114 | ZIPRECRUITER INC | ZIP | 12,000 | $143,880 | 0.08% |
| 115 | ARISTA NETWORKS INC | ANET | 770 | $141,626 | 0.08% |
| 116 | CANADIAN PACIFIC KANSAS CITY | CP | 1,697 | $127,376 | 0.07% |
| 117 | WELLS FARGO CO NEW | 949746101 | 3,098 | $126,584 | 0.07% |
| 118 | BK OF AMERICA CORP | 060505104 | 4,570 | $125,127 | 0.07% |
| 119 | NATERA INC | NTRA | 2,800 | $123,900 | 0.07% |
| 120 | M D C HLDGS INC | 552676108 | 3,000 | $123,690 | 0.07% |
| 121 | CASELLA WASTE SYS INC | CWST | 1,400 | $106,820 | 0.06% |
| 122 | MONDAY COM LTD | MNDY | 670 | $106,677 | 0.06% |
| 123 | FOX FACTORY HLDG CORP | FOXF | 1,000 | $99,080 | 0.05% |
| 124 | OKTA INC | OKTA | 1,200 | $97,812 | 0.05% |
| 125 | INSPIRE MED SYS INC | 457730109 | 460 | $91,282 | 0.05% |
| 126 | ATLASSIAN CORPORATION | TEAM | 449 | $90,478 | 0.05% |
| 127 | LABORATORY CORP AMER HLDGS | 50540R409 | 450 | $90,472 | 0.05% |
| 128 | NU HLDGS LTD | NU | 12,400 | $89,900 | 0.05% |
| 129 | WALMART INC | WMT | 535 | $85,563 | 0.05% |
| 130 | BILL COM HLDGS INC | BILL | 760 | $82,513 | 0.04% |
| 131 | PAYLOCITY HLDG CORP | PCTY | 381 | $69,228 | 0.04% |
| 132 | PRIMO WATER CORPORATION | 74167P108 | 5,000 | $69,000 | 0.04% |
| 133 | BOSTON SCIENTIFIC CORP | BSX | 1,300 | $68,640 | 0.04% |
| 134 | DYNATRACE INC | DT | 1,425 | $66,590 | 0.04% |
| 135 | REGENXBIO INC | RGNX | 4,000 | $65,840 | 0.04% |
| 136 | BRUKER CORP | BRKRP | 1,000 | $62,300 | 0.03% |
| 137 | SNOWFLAKE INC | SNOW | 120 | $18,332 | 0.01% |
| 138 | TIDEWATER INC NEW | TDGMW | 230 | $16,346 | 0.01% |
| 139 | WESCO INTL INC | 95082P105 | 90 | $12,944 | 0.01% |
| 140 | VALARIS LIMITED | VAL-WT | 165 | $12,372 | 0.01% |
| 141 | OWENS CORNING NEW | OC | 80 | $10,913 | 0.01% |
| 142 | CHENIERE ENERGY INC | LNG | 60 | $9,971 | 0.01% |
| 143 | AMGEN INC | AMGN | 35 | $9,407 | 0.01% |
| 144 | CISCO SYS INC | CSCO | 160 | $8,602 | 0.00% |
| 145 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 120 | $8,509 | 0.00% |
| 146 | CHUBB LIMITED | CB | 40 | $8,327 | 0.00% |
| 147 | LOWES COS INC | 548661107 | 40 | $8,314 | 0.00% |
| 148 | RAYMOND JAMES FINL INC | 754730109 | 80 | $8,034 | 0.00% |
| 149 | SCHWAB CHARLES CORP | SCHW-PJ | 145 | $7,961 | 0.00% |
| 150 | EXPEDIA GROUP INC | EXPE | 70 | $7,215 | 0.00% |
| 151 | AMERISOURCEBERGEN CORP | COR | 40 | $7,199 | 0.00% |
| 152 | CACI INTL INC | 127190304 | 20 | $6,279 | 0.00% |
| 153 | TIMKEN CO | TKR | 85 | $6,247 | 0.00% |
| 154 | JOHNSON & JOHNSON | JNJ | 40 | $6,230 | 0.00% |
| 155 | MERCK & CO INC | MRK | 60 | $6,177 | 0.00% |
| 156 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 100 | $5,804 | 0.00% |
| 157 | HALLIBURTON CO | HAL | 130 | $5,265 | 0.00% |
| 158 | AFLAC INC | AFL | 65 | $4,989 | 0.00% |
| 159 | VALE S A | VALE | 315 | $4,221 | 0.00% |
| 160 | CARRIER GLOBAL CORPORATION | CARR | 75 | $4,140 | 0.00% |
| 161 | ARROW ELECTRS INC | 042735100 | 30 | $3,757 | 0.00% |