13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000022
Total Value
$259.5M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES, INC. | TKC | 512,617 | $27.0M | 10.39% |
| 2 | RINGCENTRAL, INC. | RNG | 82,474 | $23.5M | 9.06% |
| 3 | AMAZON.COM, INC. | AMZN | 7,907 | $21.8M | 8.41% |
| 4 | MICROSOFT CORPORATION | MSFT | 100,434 | $20.4M | 7.88% |
| 5 | ALIBABA GROUP HOLDING LIMITED | BBAAY | 84,371 | $18.2M | 7.01% |
| 6 | SALESFORCE, INC. | CRM | 91,840 | $17.2M | 6.63% |
| 7 | IRIDIUM COMMUNICATIONS INC | IRDM | 654,018 | $16.6M | 6.41% |
| 8 | NVIDIA CORP | NVDA | 36,330 | $13.8M | 5.32% |
| 9 | SHOPIFY INC. | SHOP | 13,263 | $12.6M | 4.85% |
| 10 | ALPHABET INC. | GOOG | 7,793 | $11.0M | 4.25% |
| 11 | SPLUNK INC. | 848637104 | 45,908 | $9.1M | 3.52% |
| 12 | MASTERCARD INC. | MA | 28,841 | $8.5M | 3.29% |
| 13 | HAEMONETICS CORP/MASS | HAE | 89,367 | $8.0M | 3.08% |
| 14 | MATCH GROUP INC | MTCH | 73,999 | $7.9M | 3.05% |
| 15 | RAPID7 INC | RPD | 134,498 | $6.9M | 2.64% |
| 16 | BROADCOM INC | AVGO | 17,500 | $5.5M | 2.13% |
| 17 | DEXCOM INC | DXCM | 13,582 | $5.5M | 2.12% |
| 18 | VISA INC. | V | 25,550 | $4.9M | 1.90% |
| 19 | META PLATFORMS INC | META | 21,644 | $4.9M | 1.89% |
| 20 | SERVICENOW, INC. | NOW | 9,043 | $3.7M | 1.41% |
| 21 | INSULET CORP | PODD | 17,170 | $3.3M | 1.29% |
| 22 | UNDER ARMOUR INC. | UA | 170,200 | $1.7M | 0.64% |
| 23 | ASML HOLDING N.V. | 464286715 | 3,340 | $1.2M | 0.47% |
| 24 | LULULEMON ATHLETICA INC | LULU | 3,000 | $936,030 | 0.36% |
| 25 | TWILIO INC | TWLO | 4,000 | $877,680 | 0.34% |
| 26 | FIVE BELOW | FIVE | 7,000 | $748,370 | 0.29% |
| 27 | ISHARES MSCI TURKEY UCITS ETF | 464286715 | 50,000 | $691,116 | 0.27% |
| 28 | ACTIVISION BLIZZARD, INC. | ASMLF | 9,000 | $683,100 | 0.26% |
| 29 | TURKCELL ILETISIM HIZMETLERI A.S. | 464286715 | 166,779 | $399,988 | 0.15% |
| 30 | CAPRI HOLDINGS LTD. | CPRI | 20,000 | $312,600 | 0.12% |
| 31 | Alexion Pharmaceuticals INC | 015351109 | 2,200 | $246,928 | 0.10% |
| 32 | ROPER TECHNOLOGIES INC | ROP | 600 | $232,956 | 0.09% |
| 33 | GILEAD SCIENCES INC | GILD | 3,000 | $230,820 | 0.09% |
| 34 | TELEFLEX INC | TFX | 500 | $181,990 | 0.07% |
| 35 | LABORATORY CRP OF AMER HLDGS | 50540R409 | 1,000 | $166,110 | 0.06% |
| 36 | ICU MEDICAL, INC. | ICUI | 800 | $147,448 | 0.06% |
| 37 | HILL-ROM HOLDINGS INC. | 431475102 | 1,300 | $142,714 | 0.05% |
| 38 | BOSTON SCIENTIFIC CORP | BSX | 3,000 | $105,330 | 0.04% |
| 39 | KANSAS CITY SOUTHERN | 485170302 | 99 | $14,780 | 0.01% |