13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000014
Total Value
$155.8M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 133,150 | $10.2M | 6.54% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 215,700 | $9.4M | 6.03% |
| 3 | NVIDIA CORPORATION | NVDA | 61,006 | $9.2M | 5.94% |
| 4 | MICROSOFT CORP | MSFT | 35,649 | $9.2M | 5.88% |
| 5 | ALPHABET INC | GOOG | 3,963 | $8.7M | 5.56% |
| 6 | IRIDIUM COMMUNICATIONS INC | IRDM | 190,468 | $7.2M | 4.59% |
| 7 | SERVICENOW INC | NOW | 14,255 | $6.8M | 4.35% |
| 8 | MASTERCARD INCORPORATED | MA | 21,435 | $6.8M | 4.34% |
| 9 | VISA INC | V | 30,282 | $6.0M | 3.83% |
| 10 | AMAZON COM INC | AMZN | 53,540 | $5.7M | 3.65% |
| 11 | MICRON TECHNOLOGY INC | MU | 96,500 | $5.3M | 3.42% |
| 12 | SALESFORCE COM INC | CRM | 30,911 | $5.1M | 3.27% |
| 13 | DEXCOM INC | DXCM | 64,380 | $4.8M | 3.08% |
| 14 | INSULET CORP | PODD | 21,050 | $4.6M | 2.94% |
| 15 | WASTE CONNECTIONS INC | WCN | 35,386 | $4.4M | 2.82% |
| 16 | QUALCOMM INC | QCOM | 31,985 | $4.1M | 2.62% |
| 17 | EVERI HLDGS INC | EVEX-WT | 205,500 | $3.4M | 2.15% |
| 18 | UNION PAC CORP | UNP | 14,990 | $3.2M | 2.05% |
| 19 | MATCH GROUP INC NEW | MTCH | 43,445 | $3.0M | 1.94% |
| 20 | WELLS FARGO CO NEW | 949746101 | 71,128 | $2.8M | 1.79% |
| 21 | FIVE BELOW INC | FIVE | 23,973 | $2.7M | 1.75% |
| 22 | RAPID7 INC | RPD | 40,281 | $2.7M | 1.73% |
| 23 | BK OF AMERICA CORP | 060505104 | 83,150 | $2.6M | 1.66% |
| 24 | FIDELITY NATL INFORMATION SV | 31620M106 | 24,750 | $2.3M | 1.46% |
| 25 | OPEN LENDING CORP | LPRO | 202,150 | $2.1M | 1.33% |
| 26 | SHOPIFY INC | SHOP | 64,320 | $2.0M | 1.29% |
| 27 | LILLY ELI & CO | LLY | 5,875 | $1.9M | 1.22% |
| 28 | RINGCENTRAL INC | RNG | 30,350 | $1.6M | 1.02% |
| 29 | META PLATFORMS INC | META | 9,650 | $1.6M | 1.00% |
| 30 | ETSY INC | ETSY | 21,170 | $1.5M | 0.99% |
| 31 | ABBVIE INC | ABBV | 10,000 | $1.5M | 0.98% |
| 32 | ACCENTURE PLC IRELAND | ACN | 4,875 | $1.4M | 0.87% |
| 33 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 14,000 | $1.3M | 0.85% |
| 34 | SHERWIN WILLIAMS CO | SHW | 5,310 | $1.2M | 0.76% |
| 35 | LULULEMON ATHLETICA INC | LULU | 4,080 | $1.1M | 0.71% |
| 36 | WASTE MGMT INC DEL | 94106L109 | 4,370 | $668,523 | 0.43% |
| 37 | S&P GLOBAL INC | SPGI | 1,900 | $640,414 | 0.41% |
| 38 | INTUITIVE SURGICAL INC | ISRG | 3,000 | $602,130 | 0.39% |
| 39 | MSCI INC | MSCI | 1,400 | $577,010 | 0.37% |
| 40 | COSTCO WHSL CORP NEW | 22160K105 | 1,200 | $575,136 | 0.37% |
| 41 | CSX CORP | CSX | 19,000 | $552,140 | 0.35% |
| 42 | MOODYS CORP | MCO | 2,000 | $543,940 | 0.35% |
| 43 | CARVANA CO | CVNA | 22,030 | $497,437 | 0.32% |
| 44 | NIKE INC | NKE | 4,500 | $459,900 | 0.30% |
| 45 | ALIGN TECHNOLOGY INC | ALGN | 1,800 | $426,006 | 0.27% |
| 46 | APPLE INC | AAPL | 2,000 | $273,440 | 0.18% |
| 47 | WARNER MUSIC GROUP CORP | WMG | 10,200 | $248,472 | 0.16% |
| 48 | FEDERAL SIGNAL CORP | FSS | 6,000 | $213,600 | 0.14% |
| 49 | CLEAN HARBORS INC | CLH | 2,400 | $210,408 | 0.14% |
| 50 | DAVE & BUSTERS ENTMT INC | 238337109 | 6,000 | $196,680 | 0.13% |
| 51 | HOME DEPOT INC | HD | 700 | $191,989 | 0.12% |
| 52 | GILEAD SCIENCES INC | GILD | 3,000 | $185,430 | 0.12% |
| 53 | NEWMONT CORP | NEMCL | 3,038 | $181,277 | 0.12% |
| 54 | LABORATORY CORP AMER HLDGS | 50540R409 | 750 | $175,770 | 0.11% |
| 55 | TEMPUR SEALY INTL INC | SGI | 8,000 | $170,960 | 0.11% |
| 56 | BLOOMIN BRANDS INC | BLMN | 10,000 | $166,200 | 0.11% |
| 57 | CHENIERE ENERGY INC | LNG | 1,107 | $146,987 | 0.09% |
| 58 | BARRICK GOLD CORP | 067901108 | 7,639 | $134,634 | 0.09% |
| 59 | BOSTON SCIENTIFIC CORP | BSX | 3,600 | $134,172 | 0.09% |
| 60 | ZIPRECRUITER INC | ZIP | 8,750 | $129,675 | 0.08% |
| 61 | ROPER TECHNOLOGIES INC | ROP | 300 | $118,395 | 0.08% |
| 62 | REGENXBIO INC | RGNX | 4,500 | $111,150 | 0.07% |
| 63 | M D C HLDGS INC | 552676108 | 3,000 | $96,930 | 0.06% |
| 64 | MONGODB INC | MDB | 80 | $20,760 | 0.01% |
| 65 | HUBSPOT INC | HUBS | 60 | $18,039 | 0.01% |
| 66 | SNOWFLAKE INC | SNOW | 110 | $15,297 | 0.01% |
| 67 | BILL COM HLDGS INC | BILL | 120 | $13,193 | 0.01% |