13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000010
Total Value
$209.2M
Positions
120
Other Managers
0
Confidential Omitted
No
Holdings (120)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 42,759 | $18.1M | 8.65% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 105,950 | $12.1M | 5.77% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 193,775 | $11.6M | 5.54% |
| 4 | MICROSOFT CORP | MSFT | 29,221 | $10.0M | 4.76% |
| 5 | DEXCOM INC | DXCM | 54,180 | $7.0M | 3.33% |
| 6 | IRIDIUM COMMUNICATIONS INC | IRDM | 108,433 | $6.7M | 3.22% |
| 7 | SERVICENOW INC | NOW | 11,738 | $6.6M | 3.15% |
| 8 | AMAZON COM INC | AMZN | 45,259 | $5.9M | 2.82% |
| 9 | VISA INC | V | 22,617 | $5.4M | 2.57% |
| 10 | RAMBUS INC DEL | RMBS | 83,268 | $5.3M | 2.55% |
| 11 | SALESFORCE COM INC | CRM | 24,165 | $5.1M | 2.44% |
| 12 | MASTERCARD INCORPORATED | MA | 12,940 | $5.1M | 2.43% |
| 13 | ALPHABET INC | GOOG | 35,505 | $4.3M | 2.05% |
| 14 | EXTREME NETWORKS INC | EXTR | 163,700 | $4.3M | 2.04% |
| 15 | INSULET CORP | PODD | 11,480 | $3.3M | 1.58% |
| 16 | MICRON TECHNOLOGY INC | MU | 52,150 | $3.3M | 1.57% |
| 17 | QUALCOMM INC | QCOM | 27,550 | $3.3M | 1.57% |
| 18 | MONOLITHIC PWR SYS INC | 609839105 | 5,800 | $3.1M | 1.50% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 8,950 | $3.1M | 1.46% |
| 20 | LATTICE SEMICONDUCTOR CORP | LSCC | 31,170 | $3.0M | 1.43% |
| 21 | MOBILEYE GLOBAL INC | MBLY | 77,330 | $3.0M | 1.42% |
| 22 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 160,040 | $2.9M | 1.38% |
| 23 | WASTE CONNECTIONS INC | WCN | 19,953 | $2.9M | 1.36% |
| 24 | LINDE PLC | LIN | 7,250 | $2.8M | 1.32% |
| 25 | EVERI HLDGS INC | EVEX-WT | 177,050 | $2.6M | 1.22% |
| 26 | AMBARELLA INC | AMBA | 29,823 | $2.5M | 1.19% |
| 27 | NORFOLK SOUTHN CORP | 655844108 | 10,936 | $2.5M | 1.19% |
| 28 | E L F BEAUTY INC | ELF | 20,593 | $2.4M | 1.12% |
| 29 | OPEN LENDING CORP | LPRO | 210,900 | $2.2M | 1.06% |
| 30 | RAPID7 INC | RPD | 48,416 | $2.2M | 1.05% |
| 31 | FIVE BELOW INC | FIVE | 10,970 | $2.2M | 1.03% |
| 32 | PLANET FITNESS INC | PLNT | 31,958 | $2.2M | 1.03% |
| 33 | CYBERARK SOFTWARE LTD | M2682V108 | 11,600 | $1.8M | 0.87% |
| 34 | NEOGEN CORP | NEOG | 82,000 | $1.8M | 0.85% |
| 35 | SITIME CORP | SITM | 14,786 | $1.7M | 0.83% |
| 36 | LAUDER ESTEE COS INC | 518439104 | 8,539 | $1.7M | 0.80% |
| 37 | QUANTA SVCS INC | 74762E102 | 7,983 | $1.6M | 0.75% |
| 38 | PALO ALTO NETWORKS INC | PANW | 6,100 | $1.6M | 0.75% |
| 39 | SHERWIN WILLIAMS CO | SHW | 5,843 | $1.6M | 0.74% |
| 40 | CADENCE DESIGN SYSTEM INC | CDNS | 6,319 | $1.5M | 0.71% |
| 41 | WABTEC | 929740108 | 13,087 | $1.4M | 0.69% |
| 42 | EOG RES INC | EOG | 11,982 | $1.4M | 0.66% |
| 43 | ACCENTURE PLC IRELAND | ACN | 4,395 | $1.4M | 0.65% |
| 44 | AGCO CORP | AGCO | 9,978 | $1.3M | 0.63% |
| 45 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 11,500 | $1.3M | 0.62% |
| 46 | HUBSPOT INC | HUBS | 2,395 | $1.3M | 0.61% |
| 47 | INGERSOLL RAND INC | IR | 19,310 | $1.3M | 0.60% |
| 48 | XPONENTIAL FITNESS INC | XPOF | 71,000 | $1.2M | 0.59% |
| 49 | DECKERS OUTDOOR CORP | DECK | 2,300 | $1.2M | 0.58% |
| 50 | STRYKER CORPORATION | SYK | 3,650 | $1.1M | 0.53% |
| 51 | APPLE INC | AAPL | 5,502 | $1.1M | 0.51% |
| 52 | CALLAWAY GOLF CO | 131193104 | 53,046 | $1.1M | 0.50% |
| 53 | FIDELITY NATL INFORMATION SV | 31620M106 | 18,950 | $1.0M | 0.50% |
| 54 | ETSY INC | ETSY | 12,100 | $1.0M | 0.49% |
| 55 | DEERE & CO | DE | 2,469 | $1.0M | 0.48% |
| 56 | ABBVIE INC | ABBV | 6,600 | $889,218 | 0.43% |
| 57 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $873,042 | 0.42% |
| 58 | PROCORE TECHNOLOGIES INC | PCOR | 13,000 | $845,910 | 0.40% |
| 59 | CLEAN HARBORS INC | CLH | 5,067 | $833,167 | 0.40% |
| 60 | SYNOPSYS INC | SNPS | 1,850 | $805,509 | 0.39% |
| 61 | SEALED AIR CORP NEW | SE | 18,500 | $740,000 | 0.35% |
| 62 | VEEVA SYS INC | VEEV | 3,600 | $711,828 | 0.34% |
| 63 | WASTE MGMT INC DEL | 94106L109 | 4,093 | $709,808 | 0.34% |
| 64 | AUTODESK INC | ADSK | 3,398 | $695,265 | 0.33% |
| 65 | FEDERAL SIGNAL CORP | FSS | 10,500 | $672,315 | 0.32% |
| 66 | CSX CORP | CSX | 19,713 | $672,213 | 0.32% |
| 67 | S&P GLOBAL INC | SPGI | 1,600 | $641,424 | 0.31% |
| 68 | POOL CORP | POOL | 1,675 | $627,522 | 0.30% |
| 69 | MATCH GROUP INC NEW | MTCH | 14,750 | $617,288 | 0.30% |
| 70 | NIKE INC | NKE | 5,500 | $607,035 | 0.29% |
| 71 | DOXIMITY INC | DOCS | 17,000 | $578,340 | 0.28% |
| 72 | DAVE & BUSTERS ENTMT INC | 238337109 | 11,000 | $490,160 | 0.23% |
| 73 | COSTCO WHSL CORP NEW | 22160K105 | 900 | $484,542 | 0.23% |
| 74 | ALIGN TECHNOLOGY INC | ALGN | 1,350 | $477,414 | 0.23% |
| 75 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,500 | $454,140 | 0.22% |
| 76 | BARRICK GOLD CORP | 067901108 | 26,558 | $448,888 | 0.21% |
| 77 | HOME DEPOT INC | HD | 1,330 | $413,151 | 0.20% |
| 78 | IDEXX LABS INC | 45168D104 | 800 | $401,784 | 0.19% |
| 79 | CERUS CORP | CERS | 145,000 | $356,700 | 0.17% |
| 80 | MOODYS CORP | MCO | 1,000 | $347,720 | 0.17% |
| 81 | MSCI INC | MSCI | 700 | $328,503 | 0.16% |
| 82 | ULTA BEAUTY INC | ULTA | 680 | $320,005 | 0.15% |
| 83 | UNION PAC CORP | UNP | 1,500 | $306,930 | 0.15% |
| 84 | FAIR ISAAC CORP | FICO | 350 | $283,224 | 0.14% |
| 85 | DATADOG INC | DDOG | 2,790 | $274,480 | 0.13% |
| 86 | MARTIN MARIETTA MATLS INC | 573284106 | 545 | $251,621 | 0.12% |
| 87 | NOV INC | NOV | 13,900 | $222,956 | 0.11% |
| 88 | LAMB WESTON HLDGS INC | LW | 1,925 | $221,279 | 0.11% |
| 89 | DUOLINGO INC | DUOL | 1,515 | $216,554 | 0.10% |
| 90 | MERCADOLIBRE INC | MELI | 182 | $215,597 | 0.10% |
| 91 | ZIPRECRUITER INC | ZIP | 12,000 | $213,120 | 0.10% |
| 92 | FREEPORT-MCMORAN INC | FCX | 5,299 | $211,960 | 0.10% |
| 93 | BOSTON SCIENTIFIC CORP | BSX | 3,600 | $194,724 | 0.09% |
| 94 | BLOOMIN BRANDS INC | BLMN | 7,000 | $188,230 | 0.09% |
| 95 | TOAST INC | TOST | 8,155 | $184,058 | 0.09% |
| 96 | FEDEX CORP | FDX | 711 | $176,257 | 0.08% |
| 97 | VULCAN MATLS CO | 929160109 | 740 | $166,826 | 0.08% |
| 98 | TEMPUR SEALY INTL INC | SGI | 4,000 | $160,280 | 0.08% |
| 99 | NEWMONT CORP | NEMCL | 3,539 | $150,974 | 0.07% |
| 100 | INSPIRE MED SYS INC | 457730109 | 460 | $149,334 | 0.07% |
| 101 | FLYWIRE CORPORATION | FLYW | 4,770 | $148,061 | 0.07% |
| 102 | CELSIUS HLDGS INC | CELH | 970 | $144,714 | 0.07% |
| 103 | ROPER TECHNOLOGIES INC | ROP | 300 | $144,240 | 0.07% |
| 104 | M D C HLDGS INC | 552676108 | 3,000 | $140,310 | 0.07% |
| 105 | NATERA INC | NTRA | 2,800 | $136,248 | 0.07% |
| 106 | CATERPILLAR INC | CAT | 507 | $124,747 | 0.06% |
| 107 | FLUENCE ENERGY INC | FLNC | 4,300 | $114,552 | 0.05% |
| 108 | LABORATORY CORP AMER HLDGS | 50540R409 | 450 | $108,598 | 0.05% |
| 109 | WALMART INC | WMT | 535 | $84,091 | 0.04% |
| 110 | PENUMBRA INC | PEN | 230 | $79,134 | 0.04% |
| 111 | DYNATRACE INC | DT | 1,425 | $73,345 | 0.04% |
| 112 | SHOCKWAVE MED INC | 82489T104 | 250 | $71,353 | 0.03% |
| 113 | FOX FACTORY HLDG CORP | FOXF | 600 | $65,106 | 0.03% |
| 114 | UNITEDHEALTH GROUP INC | UNH | 126 | $60,561 | 0.03% |
| 115 | YETI HLDGS INC | YETI | 1,150 | $44,666 | 0.02% |
| 116 | REGENXBIO INC | RGNX | 1,500 | $29,985 | 0.01% |
| 117 | SNOWFLAKE INC | SNOW | 120 | $21,118 | 0.01% |
| 118 | BLOCK INC | BSQKZ | 300 | $19,971 | 0.01% |
| 119 | BILL COM HLDGS INC | BILL | 120 | $14,022 | 0.01% |
| 120 | MONGODB INC | MDB | 30 | $12,330 | 0.01% |