13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000021
Total Value
$322.1M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES, INC. | AMD | 496,903 | $40.7M | 12.65% |
| 2 | ALIBABA GROUP HOLDING LIMITED | BBAAY | 93,635 | $27.5M | 8.55% |
| 3 | NVIDIA CORP | NVDA | 49,448 | $26.8M | 8.31% |
| 4 | RINGCENTRAL, INC. | RNG | 93,405 | $25.6M | 7.96% |
| 5 | AMAZON.COM, INC. | AMZN | 7,737 | $24.4M | 7.56% |
| 6 | SALESFORCE, INC. | CRM | 85,237 | $21.4M | 6.65% |
| 7 | MICROSOFT CORPORATION | MSFT | 100,650 | $21.2M | 6.57% |
| 8 | IRIDIUM COMMUNICATIONS INC | IRDM | 684,218 | $17.5M | 5.43% |
| 9 | SHOPIFY INC. | SHOP | 13,294 | $13.6M | 4.22% |
| 10 | ALPHABET INC. | GOOG | 7,604 | $11.2M | 3.47% |
| 11 | HAEMONETICS CORP/MASS | HAE | 118,504 | $10.3M | 3.21% |
| 12 | MASTERCARD INC. | MA | 27,250 | $9.2M | 2.86% |
| 13 | RAPID7 INC | RPD | 134,498 | $8.2M | 2.56% |
| 14 | QUALCOMM INC. | QCOM | 69,100 | $8.1M | 2.52% |
| 15 | SPLUNK INC. | 848637104 | 41,492 | $7.8M | 2.42% |
| 16 | MATCH GROUP INC | MTCH | 70,049 | $7.8M | 2.41% |
| 17 | BROADCOM INC | AVGO | 17,500 | $6.4M | 1.98% |
| 18 | META PLATFORMS INC | META | 22,777 | $6.0M | 1.85% |
| 19 | DEXCOM INC | DXCM | 14,332 | $5.9M | 1.83% |
| 20 | VISA INC. | V | 25,763 | $5.2M | 1.60% |
| 21 | INSULET CORP | PODD | 20,370 | $4.8M | 1.50% |
| 22 | SERVICENOW, INC. | NOW | 9,121 | $4.4M | 1.37% |
| 23 | ASML HOLDING N.V. | 464286715 | 3,361 | $1.2M | 0.38% |
| 24 | FIVE BELOW | FIVE | 7,000 | $889,000 | 0.28% |
| 25 | PINTEREST INC | PINS | 20,000 | $830,200 | 0.26% |
| 26 | KANSAS CITY SOUTHERN | 485170302 | 4,146 | $749,721 | 0.23% |
| 27 | TWILIO INC | TWLO | 2,500 | $617,725 | 0.19% |
| 28 | ISHARES MSCI TURKEY UCITS ETF | 464286715 | 50,000 | $582,507 | 0.18% |
| 29 | ACTIVISION BLIZZARD, INC. | TKC | 7,000 | $566,650 | 0.18% |
| 30 | CAPRI HOLDINGS LTD. | CPRI | 20,000 | $360,000 | 0.11% |
| 31 | TURKCELL ILETISIM HIZMETLERI A.S. | ASMLF | 166,779 | $326,766 | 0.10% |
| 32 | Alexion Pharmaceuticals INC | 015351109 | 2,200 | $251,746 | 0.08% |
| 33 | ROPER TECHNOLOGIES INC | ROP | 600 | $237,066 | 0.07% |
| 34 | UNDER ARMOUR INC. | UA | 18,000 | $202,140 | 0.06% |
| 35 | GILEAD SCIENCES INC | GILD | 3,000 | $189,570 | 0.06% |
| 36 | LABORATORY CRP OF AMER HLDGS | 50540R409 | 1,000 | $188,270 | 0.06% |
| 37 | TELEFLEX INC | TFX | 500 | $170,210 | 0.05% |
| 38 | ICU MEDICAL, INC. | ICUI | 800 | $146,208 | 0.05% |
| 39 | BOSTON SCIENTIFIC CORP | BSX | 3,000 | $114,630 | 0.04% |
| 40 | NEWMONT CORPORATION | NEMCL | 1,801 | $114,273 | 0.04% |
| 41 | BARRICK GOLD CORP | 067901108 | 4,070 | $113,571 | 0.04% |
| 42 | HILL-ROM HOLDINGS INC. | 431475102 | 1,300 | $108,563 | 0.03% |
| 43 | APPLE INC. | AAPL | 420 | $48,640 | 0.02% |
| 44 | LULULEMON ATHLETICA INC | LULU | 58 | $19,103 | 0.01% |