13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000013
Total Value
$123.0M
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 197,250 | $8.5M | 6.88% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 124,050 | $7.9M | 6.39% |
| 3 | MICROSOFT CORP | MSFT | 28,684 | $6.7M | 5.43% |
| 4 | IRIDIUM COMMUNICATIONS INC | IRDM | 150,468 | $6.7M | 5.43% |
| 5 | NVIDIA CORPORATION | NVDA | 53,696 | $6.5M | 5.30% |
| 6 | ALPHABET INC | GOOG | 63,580 | $6.1M | 4.97% |
| 7 | AMAZON COM INC | AMZN | 47,295 | $5.3M | 4.34% |
| 8 | DEXCOM INC | DXCM | 61,710 | $5.0M | 4.04% |
| 9 | SERVICENOW INC | NOW | 12,055 | $4.6M | 3.70% |
| 10 | MASTERCARD INCORPORATED | MA | 14,910 | $4.2M | 3.45% |
| 11 | VISA INC | V | 23,365 | $4.2M | 3.37% |
| 12 | MICRON TECHNOLOGY INC | MU | 81,100 | $4.1M | 3.30% |
| 13 | SALESFORCE COM INC | CRM | 27,866 | $4.0M | 3.26% |
| 14 | INSULET CORP | PODD | 17,385 | $4.0M | 3.24% |
| 15 | WASTE CONNECTIONS INC | WCN | 27,945 | $3.8M | 3.10% |
| 16 | QUALCOMM INC | QCOM | 31,515 | $3.6M | 2.89% |
| 17 | EVERI HLDGS INC | EVEX-WT | 195,500 | $3.2M | 2.58% |
| 18 | UNION PAC CORP | UNP | 15,005 | $2.9M | 2.38% |
| 19 | WELLS FARGO CO NEW | 949746101 | 61,000 | $2.5M | 1.99% |
| 20 | FIVE BELOW INC | FIVE | 17,141 | $2.4M | 1.92% |
| 21 | BK OF AMERICA CORP | 060505104 | 75,700 | $2.3M | 1.86% |
| 22 | ETSY INC | ETSY | 20,710 | $2.1M | 1.69% |
| 23 | MATCH GROUP INC NEW | MTCH | 42,845 | $2.0M | 1.66% |
| 24 | FIDELITY NATL INFORMATION SV | 31620M106 | 24,750 | $1.9M | 1.52% |
| 25 | RAPID7 INC | RPD | 39,731 | $1.7M | 1.39% |
| 26 | LILLY ELI & CO | LLY | 5,030 | $1.6M | 1.32% |
| 27 | OPEN LENDING CORP | LPRO | 202,150 | $1.6M | 1.32% |
| 28 | META PLATFORMS INC | META | 9,650 | $1.3M | 1.06% |
| 29 | ACCENTURE PLC IRELAND | ACN | 4,875 | $1.3M | 1.02% |
| 30 | SHERWIN WILLIAMS CO | SHW | 5,310 | $1.1M | 0.88% |
| 31 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 12,000 | $1.1M | 0.88% |
| 32 | SNOWFLAKE INC | SNOW | 6,110 | $1.0M | 0.84% |
| 33 | ABBVIE INC | ABBV | 6,600 | $885,786 | 0.72% |
| 34 | CSX CORP | CSX | 19,000 | $506,160 | 0.41% |
| 35 | WASTE MGMT INC DEL | 94106L109 | 3,100 | $496,651 | 0.40% |
| 36 | S&P GLOBAL INC | SPGI | 1,600 | $488,560 | 0.40% |
| 37 | MOODYS CORP | MCO | 2,000 | $486,220 | 0.40% |
| 38 | COSTCO WHSL CORP NEW | 22160K105 | 900 | $425,043 | 0.35% |
| 39 | MSCI INC | MSCI | 1,000 | $421,790 | 0.34% |
| 40 | NIKE INC | NKE | 4,500 | $374,040 | 0.30% |
| 41 | APPLE INC | AAPL | 2,700 | $373,140 | 0.30% |
| 42 | CLEAN HARBORS INC | CLH | 3,300 | $362,934 | 0.29% |
| 43 | DAVE & BUSTERS ENTMT INC | 238337109 | 10,000 | $310,300 | 0.25% |
| 44 | FEDERAL SIGNAL CORP | FSS | 8,000 | $298,560 | 0.24% |
| 45 | TEMPUR SEALY INTL INC | SGI | 12,000 | $289,680 | 0.24% |
| 46 | INTUITIVE SURGICAL INC | ISRG | 1,500 | $281,160 | 0.23% |
| 47 | BLOOMIN BRANDS INC | BLMN | 14,000 | $256,620 | 0.21% |
| 48 | IDEXX LABS INC | 45168D104 | 740 | $241,092 | 0.20% |
| 49 | WARNER MUSIC GROUP CORP | WMG | 10,200 | $236,742 | 0.19% |
| 50 | ZIPRECRUITER INC | ZIP | 12,000 | $198,000 | 0.16% |
| 51 | HOME DEPOT INC | HD | 700 | $193,158 | 0.16% |
| 52 | GILEAD SCIENCES INC | GILD | 3,000 | $185,070 | 0.15% |
| 53 | ALIGN TECHNOLOGY INC | ALGN | 800 | $165,688 | 0.13% |
| 54 | LABORATORY CORP AMER HLDGS | 50540R409 | 750 | $153,608 | 0.12% |
| 55 | BOSTON SCIENTIFIC CORP | BSX | 3,600 | $139,428 | 0.11% |
| 56 | REGENXBIO INC | RGNX | 4,500 | $118,935 | 0.10% |
| 57 | ROPER TECHNOLOGIES INC | ROP | 300 | $107,892 | 0.09% |
| 58 | M D C HLDGS INC | 552676108 | 3,000 | $82,260 | 0.07% |
| 59 | HUBSPOT INC | HUBS | 60 | $16,207 | 0.01% |
| 60 | BILL COM HLDGS INC | BILL | 120 | $15,884 | 0.01% |
| 61 | SHOPIFY INC | SHOP | 360 | $9,698 | 0.01% |
| 62 | MONGODB INC | MDB | 30 | $5,957 | 0.00% |