13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000019
Total Value
$390.3M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 548,671 | $43.1M | 11.04% |
| 2 | RINGCENTRAL INC | RNG | 91,001 | $27.1M | 6.95% |
| 3 | NVIDIA CORPORATION | NVDA | 50,500 | $27.0M | 6.91% |
| 4 | IRIDIUM COMMUNICATIONS INC | IRDM | 630,318 | $26.0M | 6.66% |
| 5 | MICROSOFT CORP | MSFT | 89,793 | $21.2M | 5.42% |
| 6 | AMAZON COM INC | AMZN | 6,345 | $19.6M | 5.03% |
| 7 | COMPASS PATHWAYS PLC | CMPS | 421,550 | $15.5M | 3.98% |
| 8 | SALESFORCE COM INC | CRM | 72,913 | $15.4M | 3.96% |
| 9 | ALPHABET INC | GOOG | 6,786 | $14.0M | 3.60% |
| 10 | SHOPIFY INC | SHOP | 12,567 | $13.9M | 3.56% |
| 11 | VISA INC | V | 61,675 | $13.1M | 3.35% |
| 12 | MASTERCARD INCORPORATED | MA | 32,963 | $11.7M | 3.01% |
| 13 | QUALCOMM INC | QCOM | 85,135 | $11.3M | 2.89% |
| 14 | FIDELITY NATL INFORMATION SV | 31620M106 | 79,400 | $11.2M | 2.86% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 47,394 | $10.7M | 2.75% |
| 16 | HAEMONETICS CORP MASS | HAE | 96,696 | $10.7M | 2.75% |
| 17 | ETSY INC | ETSY | 51,394 | $10.4M | 2.66% |
| 18 | ROKU INC | ROKU | 30,064 | $9.8M | 2.51% |
| 19 | RAPID7 INC | RPD | 128,915 | $9.6M | 2.46% |
| 20 | PELOTON INTERACTIVE INC | PTON | 77,270 | $8.7M | 2.23% |
| 21 | INSULET CORP | PODD | 29,570 | $7.7M | 1.98% |
| 22 | MATCH GROUP INC NEW | MTCH | 52,279 | $7.2M | 1.84% |
| 23 | TENCENT MUSIC ENTMT GROUP | XHLD | 89,200 | $7.1M | 1.82% |
| 24 | DEXCOM INC | DXCM | 19,109 | $6.9M | 1.76% |
| 25 | EVERI HLDGS INC | EVEX-WT | 351,000 | $5.0M | 1.27% |
| 26 | SPLUNK INC | 848637104 | 34,566 | $4.7M | 1.20% |
| 27 | META PLATFORMS INC | META | 12,846 | $3.8M | 0.97% |
| 28 | SERVICENOW INC | NOW | 6,890 | $3.4M | 0.88% |
| 29 | MICRON TECHNOLOGY INC | MU | 21,344 | $1.9M | 0.48% |
| 30 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 13,902 | $1.6M | 0.40% |
| 31 | APPLE INC | AAPL | 12,073 | $1.5M | 0.38% |
| 32 | SPDR S&P 500 ETF TR | SPY | 2,800 | $1.1M | 0.28% |
| 33 | FIVE BELOW INC | FIVE | 4,323 | $824,785 | 0.21% |
| 34 | ISHARES TR | 464287457 | 7,300 | $629,625 | 0.16% |
| 35 | ISHARES TR | 464288679 | 5,618 | $620,845 | 0.16% |
| 36 | M D C HLDGS INC | 552676108 | 10,092 | $599,465 | 0.15% |
| 37 | SPDR SER TR | 78468R663 | 5,900 | $539,850 | 0.14% |
| 38 | ACTIVISION BLIZZARD INC | 00507V109 | 3,000 | $279,000 | 0.07% |
| 39 | KANSAS CITY SOUTHERN | 485170302 | 970 | $256,002 | 0.07% |
| 40 | LABORATORY CORP AMER HLDGS | 50540R409 | 1,000 | $255,030 | 0.07% |
| 41 | PAYPAL HLDGS INC | PYPL | 1,049 | $254,739 | 0.07% |
| 42 | TELEFLEX INCORPORATED | TFX | 500 | $207,730 | 0.05% |
| 43 | ROPER TECHNOLOGIES INC | ROP | 500 | $201,670 | 0.05% |
| 44 | GILEAD SCIENCES INC | GILD | 3,000 | $193,890 | 0.05% |
| 45 | NEWMONT CORP | NEMCL | 2,936 | $176,953 | 0.05% |
| 46 | ICU MED INC | ICUI | 800 | $164,352 | 0.04% |
| 47 | HOME DEPOT INC | HD | 483 | $147,436 | 0.04% |
| 48 | HILL-ROM HLDGS INC | 431475102 | 1,300 | $143,624 | 0.04% |
| 49 | S&P GLOBAL INC | SPGI | 394 | $139,031 | 0.04% |
| 50 | WASTE MGMT INC DEL | 94106L109 | 1,070 | $138,051 | 0.04% |
| 51 | BARRICK GOLD CORP | 067901108 | 6,915 | $136,866 | 0.04% |
| 52 | MOODYS CORP | MCO | 458 | $136,763 | 0.04% |
| 53 | SHERWIN WILLIAMS CO | SHW | 185 | $136,532 | 0.03% |
| 54 | ISHARES TR | 464287432 | 1,000 | $135,450 | 0.03% |
| 55 | COSTCO WHSL CORP NEW | 22160K105 | 377 | $132,885 | 0.03% |
| 56 | INTUITIVE SURGICAL INC | ISRG | 167 | $123,403 | 0.03% |
| 57 | CHEVRON CORP NEW | CVX | 1,161 | $121,661 | 0.03% |
| 58 | WARNER MUSIC GROUP CORP | WMG | 3,439 | $118,061 | 0.03% |
| 59 | DISNEY WALT CO | 254687106 | 639 | $117,908 | 0.03% |
| 60 | BOSTON SCIENTIFIC CORP | BSX | 3,000 | $115,950 | 0.03% |
| 61 | UNION PAC CORP | UNP | 500 | $110,205 | 0.03% |
| 62 | CONOCOPHILLIPS | COP | 2,026 | $107,317 | 0.03% |
| 63 | NIKE INC | NKE | 776 | $103,123 | 0.03% |
| 64 | JPMORGAN CHASE & CO | VYLD | 656 | $99,863 | 0.03% |
| 65 | FREEPORT-MCMORAN INC | FCX | 2,941 | $96,847 | 0.02% |
| 66 | WELLS FARGO CO NEW | 949746101 | 2,433 | $95,057 | 0.02% |
| 67 | PULTE GROUP INC | 745867101 | 1,804 | $94,602 | 0.02% |
| 68 | AUTOZONE INC | AZO | 67 | $94,088 | 0.02% |
| 69 | CATERPILLAR INC | CAT | 405 | $93,907 | 0.02% |
| 70 | BK OF AMERICA CORP | 060505104 | 2,054 | $79,469 | 0.02% |
| 71 | ISHARES TR | 464287655 | 300 | $66,282 | 0.02% |
| 72 | PIMCO ETF TR | 72201R882 | 500 | $65,965 | 0.02% |
| 73 | CITIGROUP INC | C-PR | 802 | $58,345 | 0.01% |
| 74 | LULULEMON ATHLETICA INC | LULU | 173 | $53,061 | 0.01% |
| 75 | MARATHON PETE CORP | MARA | 970 | $51,885 | 0.01% |
| 76 | SCHLUMBERGER LTD | SLB | 1,730 | $47,039 | 0.01% |
| 77 | EOG RES INC | EOG | 637 | $46,202 | 0.01% |
| 78 | WILLIAMS COS INC | 969457100 | 1,906 | $45,153 | 0.01% |
| 79 | FEDEX CORP | FDX | 20 | $5,681 | 0.00% |