13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000011
Total Value
$172.4M
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 45,396 | $12.4M | 7.21% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 121,529 | $11.9M | 6.90% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 212,700 | $9.2M | 5.34% |
| 4 | MICROSOFT CORP | MSFT | 29,079 | $8.3M | 4.79% |
| 5 | IRIDIUM COMMUNICATIONS INC | IRDM | 107,538 | $6.6M | 3.82% |
| 6 | DEXCOM INC | DXCM | 54,180 | $6.2M | 3.60% |
| 7 | SERVICENOW INC | NOW | 12,155 | $5.3M | 3.10% |
| 8 | SALESFORCE COM INC | CRM | 22,616 | $4.4M | 2.58% |
| 9 | AMAZON COM INC | AMZN | 42,956 | $4.4M | 2.54% |
| 10 | VISA INC | V | 19,611 | $4.4M | 2.53% |
| 11 | RAMBUS INC DEL | RMBS | 82,400 | $4.2M | 2.42% |
| 12 | ALPHABET INC | GOOG | 37,194 | $3.8M | 2.19% |
| 13 | MASTERCARD INCORPORATED | MA | 10,365 | $3.7M | 2.16% |
| 14 | INSULET CORP | PODD | 11,480 | $3.6M | 2.11% |
| 15 | QUALCOMM INC | QCOM | 28,485 | $3.6M | 2.11% |
| 16 | MICRON TECHNOLOGY INC | MU | 55,450 | $3.5M | 2.03% |
| 17 | EVERI HLDGS INC | EVEX-WT | 177,050 | $3.0M | 1.73% |
| 18 | EXTREME NETWORKS INC | EXTR | 163,700 | $3.0M | 1.73% |
| 19 | LATTICE SEMICONDUCTOR CORP | LSCC | 31,170 | $2.9M | 1.71% |
| 20 | MONOLITHIC PWR SYS INC | 609839105 | 5,800 | $2.9M | 1.68% |
| 21 | WASTE CONNECTIONS INC | WCN | 18,769 | $2.6M | 1.50% |
| 22 | LINDE PLC | LIN | 7,250 | $2.5M | 1.47% |
| 23 | FIVE BELOW INC | FIVE | 12,470 | $2.5M | 1.46% |
| 24 | PLANET FITNESS INC | PLNT | 30,339 | $2.3M | 1.35% |
| 25 | AMBARELLA INC | AMBA | 29,028 | $2.2M | 1.29% |
| 26 | LAUDER ESTEE COS INC | 518439104 | 8,887 | $2.2M | 1.27% |
| 27 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 156,800 | $2.2M | 1.25% |
| 28 | RAPID7 INC | RPD | 48,416 | $2.0M | 1.16% |
| 29 | SITIME CORP | SITM | 13,625 | $1.9M | 1.10% |
| 30 | MOBILEYE GLOBAL INC | MBLY | 44,250 | $1.8M | 1.07% |
| 31 | CYBERARK SOFTWARE LTD | M2682V108 | 11,600 | $1.6M | 0.96% |
| 32 | E L F BEAUTY INC | ELF | 20,593 | $1.6M | 0.94% |
| 33 | OPEN LENDING CORP | LPRO | 202,150 | $1.4M | 0.82% |
| 34 | NEOGEN CORP | NEOG | 78,400 | $1.4M | 0.79% |
| 35 | ETSY INC | ETSY | 12,100 | $1.3M | 0.76% |
| 36 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 12,700 | $1.3M | 0.76% |
| 37 | ACCENTURE PLC IRELAND | ACN | 4,395 | $1.2M | 0.72% |
| 38 | AGCO CORP | AGCO | 9,296 | $1.2M | 0.72% |
| 39 | QUANTA SVCS INC | 74762E102 | 7,422 | $1.2M | 0.72% |
| 40 | CADENCE DESIGN SYSTEM INC | CDNS | 5,932 | $1.2M | 0.71% |
| 41 | WABTEC | 929740108 | 11,823 | $1.2M | 0.68% |
| 42 | SHERWIN WILLIAMS CO | SHW | 5,310 | $1.2M | 0.67% |
| 43 | FIDELITY NATL INFORMATION SV | 31620M106 | 20,000 | $1.0M | 0.61% |
| 44 | ABBVIE INC | ABBV | 6,600 | $1.0M | 0.60% |
| 45 | DECKERS OUTDOOR CORP | DECK | 2,300 | $1.0M | 0.60% |
| 46 | STRYKER CORPORATION | SYK | 3,650 | $1.0M | 0.59% |
| 47 | INGERSOLL RAND INC | IR | 17,774 | $1.0M | 0.59% |
| 48 | DEERE & CO | DE | 2,483 | $1.0M | 0.58% |
| 49 | CALLAWAY GOLF CO | 131193104 | 42,144 | $891,767 | 0.52% |
| 50 | APPLE INC | AAPL | 5,342 | $867,327 | 0.50% |
| 51 | SEALED AIR CORP NEW | SE | 18,500 | $821,400 | 0.48% |
| 52 | INTUITIVE SURGICAL INC | ISRG | 3,250 | $816,725 | 0.47% |
| 53 | SNOWFLAKE INC | SNOW | 5,620 | $798,658 | 0.46% |
| 54 | PROCORE TECHNOLOGIES INC | PCOR | 13,000 | $791,440 | 0.46% |
| 55 | ROCKWELL AUTOMATION INC | ROK | 2,650 | $761,954 | 0.44% |
| 56 | EOG RES INC | EOG | 6,430 | $730,062 | 0.42% |
| 57 | SYNOPSYS INC | SNPS | 1,850 | $695,489 | 0.40% |
| 58 | NIKE INC | NKE | 5,500 | $660,550 | 0.38% |
| 59 | VEEVA SYS INC | VEEV | 3,600 | $644,940 | 0.37% |
| 60 | AUTODESK INC | ADSK | 3,100 | $624,991 | 0.36% |
| 61 | CLEAN HARBORS INC | CLH | 4,376 | $607,214 | 0.35% |
| 62 | WASTE MGMT INC DEL | 94106L109 | 3,560 | $575,047 | 0.33% |
| 63 | CSX CORP | CSX | 19,000 | $560,500 | 0.33% |
| 64 | FEDERAL SIGNAL CORP | FSS | 10,500 | $559,860 | 0.32% |
| 65 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,000 | $554,820 | 0.32% |
| 66 | MATCH GROUP INC NEW | MTCH | 14,750 | $554,747 | 0.32% |
| 67 | S&P GLOBAL INC | SPGI | 1,600 | $546,032 | 0.32% |
| 68 | DOXIMITY INC | DOCS | 17,000 | $529,890 | 0.31% |
| 69 | COSTCO WHSL CORP NEW | 22160K105 | 900 | $442,332 | 0.26% |
| 70 | POOL CORP | POOL | 1,300 | $435,656 | 0.25% |
| 71 | CERUS CORP | CERS | 145,000 | $407,450 | 0.24% |
| 72 | IDEXX LABS INC | 45168D104 | 800 | $394,840 | 0.23% |
| 73 | MSCI INC | MSCI | 700 | $384,104 | 0.22% |
| 74 | DAVE & BUSTERS ENTMT INC | 238337109 | 10,000 | $365,300 | 0.21% |
| 75 | ULTA BEAUTY INC | ULTA | 680 | $364,732 | 0.21% |
| 76 | FAIR ISAAC CORP | FICO | 500 | $348,200 | 0.20% |
| 77 | WARNER MUSIC GROUP CORP | WMG | 10,200 | $335,478 | 0.19% |
| 78 | BARRICK GOLD CORP | 067901108 | 17,635 | $328,161 | 0.19% |
| 79 | MOODYS CORP | MCO | 1,000 | $300,940 | 0.17% |
| 80 | UNION PAC CORP | UNP | 1,500 | $297,540 | 0.17% |
| 81 | NOV INC | NOV | 13,900 | $252,146 | 0.15% |
| 82 | DATADOG INC | DDOG | 2,790 | $189,469 | 0.11% |
| 83 | ZIPRECRUITER INC | ZIP | 12,000 | $184,200 | 0.11% |
| 84 | BLOOMIN BRANDS INC | BLMN | 7,000 | $178,710 | 0.10% |
| 85 | BOSTON SCIENTIFIC CORP | BSX | 3,600 | $178,560 | 0.10% |
| 86 | ALIGN TECHNOLOGY INC | ALGN | 550 | $171,517 | 0.10% |
| 87 | TEMPUR SEALY INTL INC | SGI | 4,000 | $155,160 | 0.09% |
| 88 | FREEPORT-MCMORAN INC | FCX | 3,573 | $143,635 | 0.08% |
| 89 | CATERPILLAR INC | CAT | 613 | $137,643 | 0.08% |
| 90 | ROPER TECHNOLOGIES INC | ROP | 300 | $131,100 | 0.08% |
| 91 | NEWMONT CORP | NEMCL | 2,371 | $115,800 | 0.07% |
| 92 | M D C HLDGS INC | 552676108 | 3,000 | $114,180 | 0.07% |
| 93 | HOME DEPOT INC | HD | 400 | $114,144 | 0.07% |
| 94 | LABORATORY CORP AMER HLDGS | 50540R409 | 450 | $101,115 | 0.06% |
| 95 | VULCAN MATLS CO | 929160109 | 426 | $72,480 | 0.04% |
| 96 | MARTIN MARIETTA MATLS INC | 573284106 | 205 | $71,853 | 0.04% |
| 97 | FOX FACTORY HLDG CORP | FOXF | 600 | $70,698 | 0.04% |
| 98 | FLOOR & DECOR HLDGS INC | FND | 700 | $66,290 | 0.04% |
| 99 | PENUMBRA INC | PEN | 230 | $63,731 | 0.04% |
| 100 | YETI HLDGS INC | YETI | 1,150 | $44,839 | 0.03% |
| 101 | REGENXBIO INC | RGNX | 1,500 | $27,120 | 0.02% |
| 102 | XPONENTIAL FITNESS INC | XPOF | 825 | $24,148 | 0.01% |
| 103 | BLOCK INC | BSQKZ | 300 | $20,547 | 0.01% |
| 104 | BILL COM HLDGS INC | BILL | 120 | $9,191 | 0.01% |
| 105 | MONGODB INC | MDB | 30 | $6,568 | 0.00% |