13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002079571-25-000025
Total Value
$249.7M
Positions
190
Other Managers
0
Confidential Omitted
No
Holdings (190)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 91,507 | $17.1M | 6.84% |
| 2 | MICROSOFT CORP | MSFT | 28,743 | $14.9M | 5.96% |
| 3 | APPLE INC | AAPL | 44,078 | $11.2M | 4.50% |
| 4 | ALPHABET INC | GOOG | 36,505 | $8.9M | 3.56% |
| 5 | MASTERCARD INCORPORATED | MA | 14,737 | $8.4M | 3.36% |
| 6 | SERVICENOW INC | NOW | 8,088 | $7.4M | 2.98% |
| 7 | AMAZON COM INC | AMZN | 31,687 | $7.0M | 2.79% |
| 8 | VISA INC | V | 17,418 | $5.9M | 2.38% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 11,825 | $5.3M | 2.12% |
| 10 | META PLATFORMS INC | META | 6,691 | $4.9M | 1.97% |
| 11 | CONSTRUCTION PARTNERS INC | ROAD | 38,065 | $4.8M | 1.94% |
| 12 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 47,820 | $4.4M | 1.75% |
| 13 | SYMBOTIC INC | SYM | 78,225 | $4.2M | 1.69% |
| 14 | CLEAN HARBORS INC | CLH | 17,657 | $4.1M | 1.64% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 24,813 | $4.0M | 1.61% |
| 16 | MICRON TECHNOLOGY INC | MU | 22,195 | $3.7M | 1.49% |
| 17 | SALESFORCE COM INC | CRM | 15,050 | $3.6M | 1.43% |
| 18 | CYBERARK SOFTWARE LTD | M2682V108 | 7,045 | $3.4M | 1.36% |
| 19 | MERCADOLIBRE INC | MELI | 1,428 | $3.3M | 1.34% |
| 20 | QUANTA SVCS INC | 74762E102 | 7,661 | $3.2M | 1.27% |
| 21 | MONOLITHIC PWR SYS INC | 609839105 | 3,387 | $3.1M | 1.25% |
| 22 | RAMBUS INC DEL | RMBS | 29,750 | $3.1M | 1.24% |
| 23 | DATADOG INC | DDOG | 21,699 | $3.1M | 1.24% |
| 24 | NETFLIX INC | NFLX | 2,475 | $3.0M | 1.19% |
| 25 | FEDERAL SIGNAL CORP | FSS | 23,498 | $2.8M | 1.12% |
| 26 | VULCAN MATLS CO | 929160109 | 8,805 | $2.7M | 1.08% |
| 27 | ORACLE CORP | ORCL-PD | 9,228 | $2.6M | 1.04% |
| 28 | BLOCK INC | BSQKZ | 35,667 | $2.6M | 1.03% |
| 29 | NU HLDGS LTD | NU | 144,300 | $2.3M | 0.93% |
| 30 | WASTE MGMT INC DEL | 94106L109 | 10,437 | $2.3M | 0.92% |
| 31 | CADENCE DESIGN SYSTEM INC | CDNS | 6,500 | $2.3M | 0.91% |
| 32 | MARTIN MARIETTA MATLS INC | 573284106 | 3,562 | $2.2M | 0.90% |
| 33 | WASTE CONNECTIONS INC | WCN | 12,386 | $2.2M | 0.87% |
| 34 | ARM HOLDINGS PLC | 042068205 | 15,155 | $2.1M | 0.86% |
| 35 | MCKESSON CORP | MCK | 2,552 | $2.0M | 0.79% |
| 36 | CANADIAN PACIFIC KANSAS CITY | CP | 25,650 | $1.9M | 0.77% |
| 37 | ONESPAWORLD HOLDINGS LIMITED | OSW | 89,019 | $1.9M | 0.75% |
| 38 | QUALCOMM INC | QCOM | 10,775 | $1.8M | 0.72% |
| 39 | TESLA INC | TSLA | 4,010 | $1.8M | 0.71% |
| 40 | COCA COLA CO | KO | 26,735 | $1.8M | 0.71% |
| 41 | JPMORGAN CHASE & CO | VYLD | 5,612 | $1.8M | 0.71% |
| 42 | LATTICE SEMICONDUCTOR CORP | LSCC | 23,770 | $1.7M | 0.70% |
| 43 | WABTEC | 929740108 | 8,691 | $1.7M | 0.70% |
| 44 | SENTINELONE INC | S | 97,000 | $1.7M | 0.68% |
| 45 | PARSONS CORP DEL | PSN | 20,587 | $1.7M | 0.68% |
| 46 | KLAVIYO INC | KVYO | 61,600 | $1.7M | 0.68% |
| 47 | ON HLDG AG | H5919C104 | 37,350 | $1.6M | 0.63% |
| 48 | WALMART INC | WMT | 14,129 | $1.5M | 0.58% |
| 49 | CATERPILLAR INC | CAT | 2,934 | $1.4M | 0.56% |
| 50 | VEEVA SYS INC | VEEV | 4,665 | $1.4M | 0.56% |
| 51 | CME GROUP INC | CME | 5,039 | $1.4M | 0.55% |
| 52 | GRIFFON CORP | GFF | 17,845 | $1.4M | 0.54% |
| 53 | AAON INC | AAON | 13,600 | $1.3M | 0.51% |
| 54 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,500 | $1.3M | 0.51% |
| 55 | MARVELL TECHNOLOGY INC | MRVL | 14,681 | $1.2M | 0.49% |
| 56 | NATERA INC | NTRA | 7,310 | $1.2M | 0.47% |
| 57 | BK OF AMERICA CORP | 060505104 | 22,803 | $1.2M | 0.47% |
| 58 | PALO ALTO NETWORKS INC | PANW | 5,736 | $1.2M | 0.47% |
| 59 | BROADCOM INC | AVGO | 3,537 | $1.2M | 0.47% |
| 60 | SNOWFLAKE INC | SNOW | 5,070 | $1.1M | 0.46% |
| 61 | HOME DEPOT INC | HD | 2,800 | $1.1M | 0.45% |
| 62 | CARNIVAL CORP | CUKPF | 39,106 | $1.1M | 0.45% |
| 63 | CROWDSTRIKE HLDGS INC | CRWD | 2,279 | $1.1M | 0.45% |
| 64 | SITEONE LANDSCAPE SUPPLY INC | SITE | 8,600 | $1.1M | 0.44% |
| 65 | COSTCO WHSL CORP NEW | 22160K105 | 1,164 | $1.1M | 0.43% |
| 66 | AGNICO EAGLE MINES LTD | AEM | 6,292 | $1.1M | 0.42% |
| 67 | WELLS FARGO CO NEW | 949746101 | 12,613 | $1.1M | 0.42% |
| 68 | CHEWY INC | CHWY | 25,802 | $1.0M | 0.42% |
| 69 | INGERSOLL RAND INC | IR | 12,499 | $1.0M | 0.41% |
| 70 | S&P GLOBAL INC | SPGI | 2,000 | $973,420 | 0.39% |
| 71 | DUTCH BROS INC | BROS | 17,790 | $931,129 | 0.37% |
| 72 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 20,000 | $902,000 | 0.36% |
| 73 | NAVITAS SEMICONDUCTOR CORP | NVTS | 113,000 | $815,860 | 0.33% |
| 74 | MURPHY USA INC | MUSA | 2,100 | $815,346 | 0.33% |
| 75 | ROCKWELL AUTOMATION INC | ROK | 2,310 | $807,414 | 0.32% |
| 76 | HUBSPOT INC | HUBS | 1,715 | $802,277 | 0.32% |
| 77 | TOAST INC | TOST | 21,900 | $799,569 | 0.32% |
| 78 | GXO LOGISTICS INCORPORATED | GXO | 15,000 | $793,350 | 0.32% |
| 79 | ALAMOS GOLD INC NEW | AGI | 22,478 | $783,929 | 0.31% |
| 80 | PTC INC | PTC | 3,565 | $723,766 | 0.29% |
| 81 | EMERSON ELEC CO | EMR | 5,500 | $721,490 | 0.29% |
| 82 | AUTODESK INC | ADSK | 2,270 | $721,111 | 0.29% |
| 83 | MONSTER BEVERAGE CORP NEW | MNST | 10,650 | $716,851 | 0.29% |
| 84 | FISERV INC | FISV | 5,400 | $696,222 | 0.28% |
| 85 | EXTREME NETWORKS INC | EXTR | 33,700 | $695,905 | 0.28% |
| 86 | PROCORE TECHNOLOGIES INC | PCOR | 9,500 | $692,740 | 0.28% |
| 87 | COEUR MNG INC | 192108504 | 36,875 | $691,775 | 0.28% |
| 88 | BOSTON SCIENTIFIC CORP | BSX | 7,058 | $689,073 | 0.28% |
| 89 | GUARDANT HEALTH INC | GH | 10,800 | $674,784 | 0.27% |
| 90 | MICROCHIP TECHNOLOGY INC. | MCHPP | 10,065 | $646,374 | 0.26% |
| 91 | MCDONALDS CORP | MCD | 2,098 | $637,561 | 0.26% |
| 92 | APPLOVIN CORP | APP | 870 | $625,130 | 0.25% |
| 93 | TRADEWEB MKTS INC | 892672106 | 5,540 | $614,829 | 0.25% |
| 94 | SHOPIFY INC | SHOP | 4,136 | $614,651 | 0.25% |
| 95 | FAIR ISAAC CORP | FICO | 400 | $598,612 | 0.24% |
| 96 | SHERWIN WILLIAMS CO | SHW | 1,700 | $588,642 | 0.24% |
| 97 | TEMPUR SEALY INTL INC | SGI | 6,750 | $569,228 | 0.23% |
| 98 | FRESHPET INC | FRPT | 10,300 | $567,633 | 0.23% |
| 99 | M/I HOMES INC | MHO | 3,350 | $483,874 | 0.19% |
| 100 | MSCI INC | MSCI | 839 | $476,057 | 0.19% |
| 101 | DECKERS OUTDOOR CORP | DECK | 4,520 | $458,192 | 0.18% |
| 102 | TELEDYNE TECHNOLOGIES INC | TDY | 710 | $416,088 | 0.17% |
| 103 | FERGUSON ENTERPRISES INC | FERG | 1,750 | $393,015 | 0.16% |
| 104 | ABBVIE INC | ABBV | 1,691 | $391,534 | 0.16% |
| 105 | CASELLA WASTE SYS INC | CWST | 4,100 | $389,008 | 0.16% |
| 106 | OREILLY AUTOMOTIVE INC | 67103H107 | 3,600 | $388,116 | 0.16% |
| 107 | LINDE PLC | LIN | 812 | $385,700 | 0.15% |
| 108 | MOODYS CORP | MCO | 700 | $333,536 | 0.13% |
| 109 | LIVE NATION ENTERTAINMENT IN | LYV | 2,000 | $326,800 | 0.13% |
| 110 | ATLASSIAN CORPORATION | TEAM | 2,000 | $319,400 | 0.13% |
| 111 | CLOUDFLARE INC | NET | 1,458 | $312,872 | 0.13% |
| 112 | UNION PAC CORP | UNP | 1,300 | $307,281 | 0.12% |
| 113 | UBER TECHNOLOGIES INC | UBER | 3,109 | $304,589 | 0.12% |
| 114 | CHENIERE ENERGY INC | LNG | 1,225 | $287,851 | 0.12% |
| 115 | PRIMO BRANDS CORPORATION | PRMB | 12,500 | $276,250 | 0.11% |
| 116 | PALANTIR TECHNOLOGIES INC | PLTR | 1,500 | $273,630 | 0.11% |
| 117 | NEWMONT CORP | NEMCL | 3,244 | $273,502 | 0.11% |
| 118 | DOORDASH INC | DASH | 997 | $271,174 | 0.11% |
| 119 | BARRICK GOLD CORP | 067901108 | 8,223 | $270,227 | 0.11% |
| 120 | ALIBABA GROUP HLDG LTD | BBAAY | 1,495 | $267,201 | 0.11% |
| 121 | CUSTOMERS BANCORP INC | CUBB | 4,000 | $261,480 | 0.10% |
| 122 | ADDUS HOMECARE CORP | ADUS | 2,200 | $259,578 | 0.10% |
| 123 | KINSALE CAP GROUP INC | 49714P108 | 600 | $255,156 | 0.10% |
| 124 | ZSCALER INC | ZS | 815 | $244,223 | 0.10% |
| 125 | PHILIP MORRIS INTL INC | 718172109 | 1,500 | $243,300 | 0.10% |
| 126 | AXON ENTERPRISE INC | AXON | 339 | $243,280 | 0.10% |
| 127 | NORTHERN OIL AND GAS INC MN | NOG | 9,800 | $243,040 | 0.10% |
| 128 | MONDAY COM LTD | MNDY | 1,250 | $242,112 | 0.10% |
| 129 | BOOT BARN HLDGS INC | BOOT | 1,455 | $241,123 | 0.10% |
| 130 | SEA LTD | SE | 1,290 | $230,562 | 0.09% |
| 131 | UMB FINL CORP | 902788108 | 1,900 | $224,865 | 0.09% |
| 132 | ARISTA NETWORKS INC | ANET | 1,453 | $211,717 | 0.08% |
| 133 | LEVI STRAUSS & CO NEW | LEVI | 9,000 | $209,700 | 0.08% |
| 134 | KEMPER CORP | KMPB | 4,000 | $206,200 | 0.08% |
| 135 | SPOTIFY TECHNOLOGY S A | SPOT | 270 | $188,460 | 0.08% |
| 136 | MONGODB INC | MDB | 600 | $186,228 | 0.07% |
| 137 | HOWMET AEROSPACE INC | HWM | 900 | $176,607 | 0.07% |
| 138 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 600 | $155,016 | 0.06% |
| 139 | THE TRADE DESK INC | 88339J105 | 2,840 | $139,188 | 0.06% |
| 140 | NOV INC | NOV | 10,000 | $132,500 | 0.05% |
| 141 | EXACT SCIENCES CORP | 30063P105 | 2,400 | $131,304 | 0.05% |
| 142 | FREEPORT-MCMORAN INC | FCX | 3,344 | $131,152 | 0.05% |
| 143 | FLOWSERVE CORP | FLS | 2,000 | $106,280 | 0.04% |
| 144 | EOG RES INC | EOG | 796 | $89,248 | 0.04% |
| 145 | ROYAL CARIBBEAN GROUP | V7780T103 | 271 | $87,690 | 0.04% |
| 146 | CONOCOPHILLIPS | COP | 813 | $76,902 | 0.03% |
| 147 | TRANSMEDICS GROUP INC | TMDX | 667 | $74,837 | 0.03% |
| 148 | CHEVRON CORP NEW | CVX | 480 | $74,539 | 0.03% |
| 149 | ROCKET LAB USA INC | RKLB | 900 | $43,119 | 0.02% |
| 150 | INTEL CORP | INTC | 1,230 | $41,266 | 0.02% |
| 151 | SYNCHRONY FINANCIAL | SYF-PB | 300 | $21,315 | 0.01% |
| 152 | CAPITAL ONE FINL CORP | 14040H105 | 100 | $21,258 | 0.01% |
| 153 | DUKE ENERGY CORP NEW | DUKB | 157 | $19,429 | 0.01% |
| 154 | INTERNATIONAL BUSINESS MACHS | INTR | 65 | $18,340 | 0.01% |
| 155 | CORPAY INC | CPAY | 57 | $16,419 | 0.01% |
| 156 | NXP SEMICONDUCTORS N V | NXPI | 68 | $15,486 | 0.01% |
| 157 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 110 | $14,673 | 0.01% |
| 158 | AT&T INC | T-PC | 515 | $14,544 | 0.01% |
| 159 | CISCO SYS INC | CSCO | 200 | $13,684 | 0.01% |
| 160 | KROGER CO | KR | 203 | $13,684 | 0.01% |
| 161 | AMERISOURCEBERGEN CORP | COR | 43 | $13,439 | 0.01% |
| 162 | T-MOBILE US INC | TMUSZ | 56 | $13,405 | 0.01% |
| 163 | MARATHON PETE CORP | MARA | 67 | $12,914 | 0.01% |
| 164 | DELL TECHNOLOGIES INC | DELL | 88 | $12,476 | 0.00% |
| 165 | BANK NEW YORK MELLON CORP | 064058100 | 107 | $11,659 | 0.00% |
| 166 | SCHWAB CHARLES CORP | SCHW-PJ | 122 | $11,647 | 0.00% |
| 167 | DOLLAR GEN CORP NEW | 256677105 | 112 | $11,575 | 0.00% |
| 168 | CVS HEALTH CORP | CVS | 150 | $11,309 | 0.00% |
| 169 | JOHNSON & JOHNSON | JNJ | 60 | $11,125 | 0.00% |
| 170 | RAYTHEON TECHNOLOGIES CORP | RTX | 66 | $11,044 | 0.00% |
| 171 | WILLIAMS COS INC | 969457100 | 172 | $10,896 | 0.00% |
| 172 | TJX COS INC NEW | 872540109 | 74 | $10,696 | 0.00% |
| 173 | WESCO INTL INC | 95082P105 | 50 | $10,575 | 0.00% |
| 174 | BLACKROCK INC | BLK | 9 | $10,493 | 0.00% |
| 175 | AMGEN INC | AMGN | 37 | $10,441 | 0.00% |
| 176 | EQT CORP | EQT | 187 | $10,178 | 0.00% |
| 177 | CIGNA CORP NEW | 125523100 | 34 | $9,801 | 0.00% |
| 178 | VALE S A | VALE | 900 | $9,774 | 0.00% |
| 179 | RANGE RES CORP | RRC | 257 | $9,673 | 0.00% |
| 180 | ALTRIA GROUP INC | MO | 143 | $9,447 | 0.00% |
| 181 | RALPH LAUREN CORP | RL | 30 | $9,407 | 0.00% |
| 182 | CBRE GROUP INC | CBRE | 58 | $9,138 | 0.00% |
| 183 | CUMMINS INC | CMI | 20 | $8,447 | 0.00% |
| 184 | ABBOTT LABS | ABLZF | 60 | $8,036 | 0.00% |
| 185 | 3M CO | MMM | 48 | $7,449 | 0.00% |
| 186 | UNITED RENTALS INC | URI | 6 | $5,728 | 0.00% |
| 187 | UNITEDHEALTH GROUP INC | UNH | 16 | $5,525 | 0.00% |
| 188 | AUTOMATIC DATA PROCESSING IN | ADP | 18 | $5,283 | 0.00% |
| 189 | TRANSDIGM GROUP INC | TDG | 4 | $5,272 | 0.00% |
| 190 | DEERE & CO | DE | 10 | $4,573 | 0.00% |