13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000015
Total Value
$211.6M
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 63,662 | $17.4M | 8.21% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 217,295 | $15.6M | 7.36% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 127,814 | $14.0M | 6.60% |
| 4 | MICROSOFT CORP | MSFT | 34,753 | $10.7M | 5.06% |
| 5 | ALPHABET INC | GOOG | 3,786 | $10.6M | 5.00% |
| 6 | AMAZON COM INC | AMZN | 2,704 | $8.8M | 4.17% |
| 7 | DEXCOM INC | DXCM | 16,911 | $8.7M | 4.09% |
| 8 | MASTERCARD INCORPORATED | MA | 21,615 | $7.7M | 3.65% |
| 9 | IRIDIUM COMMUNICATIONS INC | IRDM | 190,468 | $7.7M | 3.63% |
| 10 | SALESFORCE COM INC | CRM | 33,411 | $7.1M | 3.35% |
| 11 | VISA INC | V | 29,358 | $6.5M | 3.08% |
| 12 | INSULET CORP | PODD | 21,050 | $5.6M | 2.65% |
| 13 | WASTE CONNECTIONS INC | WCN | 37,461 | $5.2M | 2.47% |
| 14 | MATCH GROUP INC NEW | MTCH | 46,570 | $5.1M | 2.39% |
| 15 | QUALCOMM INC | QCOM | 31,985 | $4.9M | 2.31% |
| 16 | RAPID7 INC | RPD | 41,466 | $4.6M | 2.18% |
| 17 | FIVE BELOW INC | FIVE | 27,953 | $4.4M | 2.09% |
| 18 | SHOPIFY INC | SHOP | 6,432 | $4.3M | 2.05% |
| 19 | UNION PAC CORP | UNP | 15,872 | $4.3M | 2.05% |
| 20 | EVERI HLDGS INC | EVEX-WT | 205,500 | $4.3M | 2.04% |
| 21 | OPEN LENDING CORP | LPRO | 209,350 | $4.0M | 1.87% |
| 22 | SERVICENOW INC | NOW | 7,030 | $3.9M | 1.85% |
| 23 | RINGCENTRAL INC | RNG | 30,800 | $3.6M | 1.71% |
| 24 | BK OF AMERICA CORP | 060505104 | 85,047 | $3.5M | 1.66% |
| 25 | WELLS FARGO CO NEW | 949746101 | 71,323 | $3.5M | 1.63% |
| 26 | MICRON TECHNOLOGY INC | MU | 40,000 | $3.1M | 1.47% |
| 27 | FIDELITY NATL INFORMATION SV | 31620M106 | 26,300 | $2.6M | 1.25% |
| 28 | ETSY INC | ETSY | 21,170 | $2.6M | 1.24% |
| 29 | CARVANA CO | CVNA | 22,030 | $2.6M | 1.24% |
| 30 | META PLATFORMS INC | META | 9,650 | $2.1M | 1.01% |
| 31 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 14,414 | $1.9M | 0.90% |
| 32 | LILLY ELI & CO | LLY | 6,350 | $1.8M | 0.86% |
| 33 | ACCENTURE PLC IRELAND | ACN | 5,200 | $1.8M | 0.83% |
| 34 | ABBVIE INC | ABBV | 10,000 | $1.6M | 0.77% |
| 35 | SHERWIN WILLIAMS CO | SHW | 6,090 | $1.5M | 0.72% |
| 36 | LULULEMON ATHLETICA INC | LULU | 4,080 | $1.5M | 0.70% |
| 37 | WASTE MGMT INC DEL | 94106L109 | 5,775 | $915,337 | 0.43% |
| 38 | INTUITIVE SURGICAL INC | ISRG | 3,000 | $905,040 | 0.43% |
| 39 | APPLE INC | AAPL | 4,958 | $865,716 | 0.41% |
| 40 | ALIGN TECHNOLOGY INC | ALGN | 1,800 | $784,800 | 0.37% |
| 41 | S&P GLOBAL INC | SPGI | 1,900 | $779,342 | 0.37% |
| 42 | CSX CORP | CSX | 19,950 | $747,128 | 0.35% |
| 43 | MSCI INC | MSCI | 1,400 | $704,032 | 0.33% |
| 44 | MOODYS CORP | MCO | 2,000 | $674,820 | 0.32% |
| 45 | COSTCO WHSL CORP NEW | 22160K105 | 1,100 | $633,435 | 0.30% |
| 46 | NIKE INC | NKE | 4,702 | $632,701 | 0.30% |
| 47 | HOME DEPOT INC | HD | 1,574 | $471,145 | 0.22% |
| 48 | WARNER MUSIC GROUP CORP | WMG | 10,200 | $386,070 | 0.18% |
| 49 | FREEPORT-MCMORAN INC | FCX | 6,087 | $302,767 | 0.14% |
| 50 | DAVE & BUSTERS ENTMT INC | 238337109 | 6,000 | $294,600 | 0.14% |
| 51 | CLEAN HARBORS INC | CLH | 2,400 | $267,936 | 0.13% |
| 52 | NEWMONT CORP | NEMCL | 3,038 | $241,369 | 0.11% |
| 53 | TEMPUR SEALY INTL INC | SGI | 8,000 | $223,360 | 0.11% |
| 54 | BLOOMIN BRANDS INC | BLMN | 10,000 | $219,400 | 0.10% |
| 55 | FEDERAL SIGNAL CORP | FSS | 6,000 | $202,500 | 0.10% |
| 56 | ZIPRECRUITER INC | ZIP | 8,750 | $201,075 | 0.10% |
| 57 | LABORATORY CORP AMER HLDGS | 50540R409 | 750 | $197,745 | 0.09% |
| 58 | BARRICK GOLD CORP | 067901108 | 7,639 | $187,023 | 0.09% |
| 59 | M D C HLDGS INC | 552676108 | 4,860 | $183,902 | 0.09% |
| 60 | GILEAD SCIENCES INC | GILD | 3,000 | $178,350 | 0.08% |
| 61 | BOSTON SCIENTIFIC CORP | BSX | 3,600 | $159,444 | 0.08% |
| 62 | REGENXBIO INC | RGNX | 4,500 | $149,355 | 0.07% |
| 63 | ROPER TECHNOLOGIES INC | ROP | 300 | $141,669 | 0.07% |
| 64 | AUTOZONE INC | AZO | 67 | $136,987 | 0.06% |
| 65 | ICU MED INC | ICUI | 560 | $124,678 | 0.06% |
| 66 | CATERPILLAR INC | CAT | 551 | $122,774 | 0.06% |
| 67 | CHENIERE ENERGY INC | LNG | 738 | $102,183 | 0.05% |
| 68 | CONOCOPHILLIPS | COP | 578 | $57,800 | 0.03% |
| 69 | CHEVRON CORP NEW | CVX | 347 | $56,502 | 0.03% |
| 70 | FEDEX CORP | FDX | 162 | $37,485 | 0.02% |
| 71 | MONGODB INC | MDB | 80 | $35,487 | 0.02% |
| 72 | BILL COM HLDGS INC | BILL | 120 | $27,215 | 0.01% |