13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000012
Total Value
$130.8M
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 136,950 | $8.9M | 6.78% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 194,550 | $7.2M | 5.51% |
| 3 | IRIDIUM COMMUNICATIONS INC | IRDM | 137,868 | $7.1M | 5.42% |
| 4 | MICROSOFT CORP | MSFT | 29,209 | $7.0M | 5.36% |
| 5 | NVIDIA CORPORATION | NVDA | 45,996 | $6.7M | 5.14% |
| 6 | DEXCOM INC | DXCM | 58,710 | $6.6M | 5.08% |
| 7 | SERVICENOW INC | NOW | 13,680 | $5.3M | 4.06% |
| 8 | INSULET CORP | PODD | 13,885 | $4.1M | 3.13% |
| 9 | VISA INC | V | 19,115 | $4.0M | 3.04% |
| 10 | WASTE CONNECTIONS INC | WCN | 27,945 | $3.7M | 2.83% |
| 11 | MASTERCARD INCORPORATED | MA | 10,510 | $3.7M | 2.79% |
| 12 | AMAZON COM INC | AMZN | 42,365 | $3.6M | 2.72% |
| 13 | QUALCOMM INC | QCOM | 31,065 | $3.4M | 2.61% |
| 14 | SALESFORCE COM INC | CRM | 24,866 | $3.3M | 2.52% |
| 15 | MICRON TECHNOLOGY INC | MU | 60,850 | $3.0M | 2.33% |
| 16 | BK OF AMERICA CORP | 060505104 | 90,200 | $3.0M | 2.28% |
| 17 | WELLS FARGO CO NEW | 949746101 | 71,500 | $3.0M | 2.26% |
| 18 | EVERI HLDGS INC | EVEX-WT | 196,800 | $2.8M | 2.16% |
| 19 | FIVE BELOW INC | FIVE | 15,920 | $2.8M | 2.15% |
| 20 | ALPHABET INC | GOOG | 31,080 | $2.8M | 2.11% |
| 21 | SITIME CORP | SITM | 22,105 | $2.2M | 1.72% |
| 22 | ETSY INC | ETSY | 17,010 | $2.0M | 1.56% |
| 23 | EXTREME NETWORKS INC | EXTR | 104,200 | $1.9M | 1.46% |
| 24 | RAMBUS INC DEL | RMBS | 53,000 | $1.9M | 1.45% |
| 25 | LILLY ELI & CO | LLY | 5,030 | $1.8M | 1.41% |
| 26 | MATCH GROUP INC NEW | MTCH | 37,745 | $1.6M | 1.20% |
| 27 | FIDELITY NATL INFORMATION SV | 31620M106 | 22,750 | $1.5M | 1.18% |
| 28 | OPEN LENDING CORP | LPRO | 202,150 | $1.4M | 1.04% |
| 29 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 12,700 | $1.3M | 1.00% |
| 30 | ACCENTURE PLC IRELAND | ACN | 4,875 | $1.3M | 0.99% |
| 31 | SHERWIN WILLIAMS CO | SHW | 5,310 | $1.3M | 0.96% |
| 32 | AMBARELLA INC | AMBA | 15,300 | $1.3M | 0.96% |
| 33 | RAPID7 INC | RPD | 36,296 | $1.2M | 0.94% |
| 34 | META PLATFORMS INC | META | 9,650 | $1.2M | 0.89% |
| 35 | ABBVIE INC | ABBV | 6,600 | $1.1M | 0.82% |
| 36 | PROCORE TECHNOLOGIES INC | PCOR | 13,000 | $613,340 | 0.47% |
| 37 | INTUITIVE SURGICAL INC | ISRG | 2,300 | $610,305 | 0.47% |
| 38 | CYBERARK SOFTWARE LTD | M2682V108 | 4,700 | $609,355 | 0.47% |
| 39 | SYNOPSYS INC | SNPS | 1,850 | $590,687 | 0.45% |
| 40 | CSX CORP | CSX | 19,000 | $588,620 | 0.45% |
| 41 | SNOWFLAKE INC | SNOW | 4,100 | $588,514 | 0.45% |
| 42 | VEEVA SYS INC | VEEV | 3,600 | $580,968 | 0.44% |
| 43 | AUTODESK INC | ADSK | 3,100 | $579,297 | 0.44% |
| 44 | CADENCE DESIGN SYSTEM INC | CDNS | 3,600 | $578,304 | 0.44% |
| 45 | DOXIMITY INC | DOCS | 17,000 | $570,520 | 0.44% |
| 46 | MOODYS CORP | MCO | 2,000 | $557,240 | 0.43% |
| 47 | S&P GLOBAL INC | SPGI | 1,600 | $535,904 | 0.41% |
| 48 | CERUS CORP | CERS | 145,000 | $529,250 | 0.40% |
| 49 | NIKE INC | NKE | 4,500 | $526,545 | 0.40% |
| 50 | FEDERAL SIGNAL CORP | FSS | 10,500 | $487,935 | 0.37% |
| 51 | WASTE MGMT INC DEL | 94106L109 | 3,100 | $486,328 | 0.37% |
| 52 | PLANET FITNESS INC | PLNT | 6,100 | $480,680 | 0.37% |
| 53 | CLEAN HARBORS INC | CLH | 4,200 | $479,304 | 0.37% |
| 54 | MSCI INC | MSCI | 1,000 | $465,170 | 0.36% |
| 55 | COSTCO WHSL CORP NEW | 22160K105 | 900 | $410,850 | 0.31% |
| 56 | WARNER MUSIC GROUP CORP | WMG | 10,200 | $357,204 | 0.27% |
| 57 | DAVE & BUSTERS ENTMT INC | 238337109 | 10,000 | $354,400 | 0.27% |
| 58 | APPLE INC | AAPL | 2,700 | $350,811 | 0.27% |
| 59 | IDEXX LABS INC | 45168D104 | 800 | $326,368 | 0.25% |
| 60 | UNION PAC CORP | UNP | 1,500 | $310,605 | 0.24% |
| 61 | AGCO CORP | AGCO | 2,200 | $305,118 | 0.23% |
| 62 | FAIR ISAAC CORP | FICO | 500 | $299,290 | 0.23% |
| 63 | NOV INC | NOV | 13,900 | $290,371 | 0.22% |
| 64 | WABTEC | 929740108 | 2,200 | $219,582 | 0.17% |
| 65 | TEMPUR SEALY INTL INC | SGI | 5,800 | $199,114 | 0.15% |
| 66 | ZIPRECRUITER INC | ZIP | 12,000 | $197,040 | 0.15% |
| 67 | BOSTON SCIENTIFIC CORP | BSX | 3,600 | $166,572 | 0.13% |
| 68 | MONOLITHIC PWR SYS INC | 609839105 | 410 | $144,980 | 0.11% |
| 69 | BLOOMIN BRANDS INC | BLMN | 7,000 | $140,840 | 0.11% |
| 70 | ROPER TECHNOLOGIES INC | ROP | 300 | $129,627 | 0.10% |
| 71 | HOME DEPOT INC | HD | 400 | $126,344 | 0.10% |
| 72 | ALIGN TECHNOLOGY INC | ALGN | 550 | $115,995 | 0.09% |
| 73 | LABORATORY CORP AMER HLDGS | 50540R409 | 450 | $105,966 | 0.08% |
| 74 | LAUDER ESTEE COS INC | 518439104 | 420 | $104,206 | 0.08% |
| 75 | ULTA BEAUTY INC | ULTA | 220 | $103,195 | 0.08% |
| 76 | E L F BEAUTY INC | ELF | 1,850 | $102,305 | 0.08% |
| 77 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 10,800 | $94,932 | 0.07% |
| 78 | M D C HLDGS INC | 552676108 | 3,000 | $94,800 | 0.07% |
| 79 | LATTICE SEMICONDUCTOR CORP | LSCC | 1,400 | $90,832 | 0.07% |
| 80 | FOX FACTORY HLDG CORP | FOXF | 600 | $54,738 | 0.04% |
| 81 | PENUMBRA INC | PEN | 230 | $51,166 | 0.04% |
| 82 | FLOOR & DECOR HLDGS INC | FND | 700 | $48,741 | 0.04% |
| 83 | YETI HLDGS INC | YETI | 1,150 | $47,506 | 0.04% |
| 84 | REGENXBIO INC | RGNX | 1,500 | $34,020 | 0.03% |
| 85 | HUBSPOT INC | HUBS | 60 | $17,348 | 0.01% |
| 86 | BILL COM HLDGS INC | BILL | 120 | $13,075 | 0.01% |
| 87 | MONGODB INC | MDB | 30 | $5,905 | 0.00% |