13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000016
Total Value
$342.2M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 224,099 | $32.5M | 9.51% |
| 2 | NVIDIA CORPORATION | NVDA | 102,369 | $30.3M | 8.85% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 292,861 | $25.6M | 7.48% |
| 4 | ALPHABET INC | GOOG | 5,988 | $17.5M | 5.11% |
| 5 | MICROSOFT CORP | MSFT | 48,438 | $16.4M | 4.80% |
| 6 | AMAZON COM INC | AMZN | 4,254 | $14.3M | 4.19% |
| 7 | IRIDIUM COMMUNICATIONS INC | IRDM | 308,918 | $13.0M | 3.81% |
| 8 | SALESFORCE COM INC | CRM | 50,220 | $12.8M | 3.75% |
| 9 | SHOPIFY INC | SHOP | 8,965 | $12.5M | 3.64% |
| 10 | MASTERCARD INCORPORATED | MA | 32,810 | $11.8M | 3.46% |
| 11 | RINGCENTRAL INC | RNG | 54,400 | $10.6M | 3.09% |
| 12 | DEXCOM INC | DXCM | 18,861 | $10.2M | 2.98% |
| 13 | VISA INC | V | 45,192 | $9.8M | 2.88% |
| 14 | WASTE CONNECTIONS INC | WCN | 71,214 | $9.6M | 2.81% |
| 15 | OPEN LENDING CORP | LPRO | 382,750 | $8.7M | 2.55% |
| 16 | QUALCOMM INC | QCOM | 45,885 | $8.4M | 2.45% |
| 17 | INSULET CORP | PODD | 29,350 | $7.9M | 2.31% |
| 18 | MATCH GROUP INC NEW | MTCH | 51,601 | $6.9M | 2.01% |
| 19 | ROKU INC | ROKU | 27,600 | $6.5M | 1.91% |
| 20 | EVERI HLDGS INC | EVEX-WT | 299,900 | $6.3M | 1.86% |
| 21 | CARVANA CO | CVNA | 26,930 | $6.3M | 1.83% |
| 22 | UNION PAC CORP | UNP | 24,910 | $6.2M | 1.82% |
| 23 | RAPID7 INC | RPD | 51,311 | $6.2M | 1.80% |
| 24 | SERVICENOW INC | NOW | 9,369 | $6.1M | 1.79% |
| 25 | MICRON TECHNOLOGY INC | MU | 61,300 | $5.8M | 1.68% |
| 26 | ETSY INC | ETSY | 25,119 | $5.6M | 1.63% |
| 27 | FIDELITY NATL INFORMATION SV | 31620M106 | 50,030 | $5.5M | 1.61% |
| 28 | META PLATFORMS INC | META | 12,824 | $4.4M | 1.29% |
| 29 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 16,214 | $2.2M | 0.65% |
| 30 | NIKE INC | NKE | 9,959 | $1.7M | 0.49% |
| 31 | APPLE INC | AAPL | 9,214 | $1.6M | 0.48% |
| 32 | FIVE BELOW INC | FIVE | 7,653 | $1.6M | 0.46% |
| 33 | S&P GLOBAL INC | SPGI | 2,464 | $1.2M | 0.34% |
| 34 | SHERWIN WILLIAMS CO | SHW | 3,155 | $1.1M | 0.32% |
| 35 | INTUITIVE SURGICAL INC | ISRG | 2,991 | $1.1M | 0.32% |
| 36 | CSX CORP | CSX | 27,950 | $1.0M | 0.30% |
| 37 | ALIGN TECHNOLOGY INC | ALGN | 1,500 | $993,330 | 0.29% |
| 38 | WASTE MGMT INC DEL | 94106L109 | 5,875 | $973,664 | 0.28% |
| 39 | SPDR S&P 500 ETF TR | SPY | 2,000 | $952,320 | 0.28% |
| 40 | HOME DEPOT INC | HD | 2,283 | $935,893 | 0.27% |
| 41 | COSTCO WHSL CORP NEW | 22160K105 | 1,627 | $917,482 | 0.27% |
| 42 | MOODYS CORP | MCO | 2,138 | $836,086 | 0.24% |
| 43 | ISHARES TR | 464288679 | 5,618 | $620,340 | 0.18% |
| 44 | MSCI INC | MSCI | 1,000 | $612,540 | 0.18% |
| 45 | SOTERA HEALTH CO | SHC | 23,500 | $546,845 | 0.16% |
| 46 | SPDR SER TR | 78468R663 | 5,900 | $539,437 | 0.16% |
| 47 | WARNER MUSIC GROUP CORP | WMG | 10,200 | $442,578 | 0.13% |
| 48 | SPDR GOLD TR | GLD | 2,500 | $424,500 | 0.12% |
| 49 | LABORATORY CORP AMER HLDGS | 50540R409 | 1,000 | $313,340 | 0.09% |
| 50 | M D C HLDGS INC | 552676108 | 4,860 | $269,244 | 0.08% |
| 51 | GILEAD SCIENCES INC | GILD | 3,000 | $220,080 | 0.06% |
| 52 | FEDERAL SIGNAL CORP | FSS | 5,000 | $214,350 | 0.06% |
| 53 | DAVE & BUSTERS ENTMT INC | 238337109 | 5,000 | $192,450 | 0.06% |
| 54 | ICU MED INC | ICUI | 800 | $191,392 | 0.06% |
| 55 | FREEPORT-MCMORAN INC | FCX | 4,473 | $186,166 | 0.05% |
| 56 | ZIPRECRUITER INC | ZIP | 7,000 | $177,520 | 0.05% |
| 57 | ISHARES TR | 464287457 | 2,000 | $171,100 | 0.05% |
| 58 | DISNEY WALT CO | 254687106 | 1,000 | $155,930 | 0.05% |
| 59 | NEWMONT CORP | NEMCL | 2,463 | $151,696 | 0.04% |
| 60 | ROPER TECHNOLOGIES INC | ROP | 300 | $146,748 | 0.04% |
| 61 | REGENXBIO INC | RGNX | 4,500 | $145,710 | 0.04% |
| 62 | AUTOZONE INC | AZO | 67 | $139,663 | 0.04% |
| 63 | BOSTON SCIENTIFIC CORP | BSX | 3,000 | $128,970 | 0.04% |
| 64 | JPMORGAN CHASE & CO | VYLD | 807 | $127,893 | 0.04% |
| 65 | CONOCOPHILLIPS | COP | 1,721 | $124,394 | 0.04% |
| 66 | CHEVRON CORP NEW | CVX | 1,057 | $124,124 | 0.04% |
| 67 | WELLS FARGO CO NEW | 949746101 | 2,447 | $117,701 | 0.03% |
| 68 | BARRICK GOLD CORP | 067901108 | 5,795 | $108,539 | 0.03% |
| 69 | ISHARES SILVER TR | SLV | 4,000 | $85,360 | 0.02% |
| 70 | BK OF AMERICA CORP | 060505104 | 1,897 | $84,473 | 0.02% |
| 71 | SPLUNK INC | 848637104 | 700 | $81,263 | 0.02% |
| 72 | VANECK ETF TRUST | 92189F106 | 2,500 | $79,450 | 0.02% |
| 73 | CATERPILLAR INC | CAT | 337 | $69,449 | 0.02% |
| 74 | EOG RES INC | EOG | 637 | $56,808 | 0.02% |
| 75 | FEDEX CORP | FDX | 162 | $41,887 | 0.01% |
| 76 | MARATHON PETE CORP | MARA | 530 | $33,618 | 0.01% |
| 77 | MONGODB INC | MDB | 60 | $31,941 | 0.01% |
| 78 | AVALARA INC | 05338G106 | 200 | $26,678 | 0.01% |