13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed September 2, 2025 · Accession 0002079571-25-000023
Total Value
$177.4M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES, INC. | TKC | 600,095 | $27.3M | 15.38% |
| 2 | RINGCENTRAL, INC. | RNG | 82,785 | $17.5M | 9.89% |
| 3 | AMAZON.COM, INC. | AMZN | 8,284 | $16.2M | 9.10% |
| 4 | ALIBABA GROUP HOLDING LIMITED | BBAAY | 78,185 | $15.2M | 8.57% |
| 5 | MICROSOFT CORPORATION | MSFT | 88,544 | $14.0M | 7.87% |
| 6 | SALESFORCE, INC. | CRM | 93,674 | $13.5M | 7.60% |
| 7 | IRIDIUM COMMUNICATIONS INC | IRDM | 581,718 | $13.0M | 7.32% |
| 8 | HAEMONETICS CORP/MASS | HAE | 80,435 | $8.0M | 4.52% |
| 9 | NVIDIA CORP | NVDA | 29,869 | $7.9M | 4.44% |
| 10 | ALPHABET INC. | GOOG | 5,716 | $6.6M | 3.75% |
| 11 | SPLUNK INC. | 848637104 | 45,800 | $5.8M | 3.26% |
| 12 | RAPID7 INC | RPD | 132,681 | $5.7M | 3.24% |
| 13 | MASTERCARD INC. | MA | 22,783 | $5.5M | 3.10% |
| 14 | SHOPIFY INC. | SHOP | 11,588 | $4.8M | 2.72% |
| 15 | MATCH GROUP INC | MTCH | 72,180 | $4.8M | 2.69% |
| 16 | BROADCOM INC | AVGO | 11,800 | $2.8M | 1.58% |
| 17 | UNDER ARMOUR INC. | UA | 170,200 | $1.6M | 0.88% |
| 18 | DEXCOM INC | DXCM | 5,500 | $1.5M | 0.83% |
| 19 | VISA INC. | V | 4,500 | $725,040 | 0.41% |
| 20 | ASML HOLDING N.V. | 464286715 | 2,700 | $718,662 | 0.41% |
| 21 | SERVICENOW, INC. | NOW | 2,500 | $716,450 | 0.40% |
| 22 | ACTIVISION BLIZZARD, INC. | ASMLF | 9,000 | $535,320 | 0.30% |
| 23 | FIVE BELOW | FIVE | 7,000 | $492,660 | 0.28% |
| 24 | ISHARES MSCI TURKEY UCITS ETF | 464286715 | 35,000 | $413,754 | 0.23% |
| 25 | TURKCELL ILETISIM HIZMETLERI A.S. | 464286715 | 174,779 | $327,878 | 0.18% |
| 26 | META PLATFORMS INC | META | 1,700 | $283,560 | 0.16% |
| 27 | GILEAD SCIENCES INC | GILD | 3,000 | $224,280 | 0.13% |
| 28 | CAPRI HOLDINGS LTD. | CPRI | 20,000 | $215,800 | 0.12% |
| 29 | TELEFLEX INC | TFX | 700 | $205,002 | 0.12% |
| 30 | Alexion Pharmaceuticals INC | 015351109 | 2,200 | $197,538 | 0.11% |
| 31 | ROPER TECHNOLOGIES INC | ROP | 600 | $187,086 | 0.11% |
| 32 | ICU MEDICAL, INC. | ICUI | 800 | $161,416 | 0.09% |
| 33 | HILL-ROM HOLDINGS INC. | 431475102 | 1,300 | $130,780 | 0.07% |
| 34 | LABORATORY CRP OF AMER HLDGS | 50540R409 | 1,000 | $126,390 | 0.07% |
| 35 | BOSTON SCIENTIFIC CORP | BSX | 3,000 | $97,890 | 0.06% |