13F HOLDINGS REPORT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002079571-26-000001
Total Value
$264.0M
Positions
181
Other Managers
0
Confidential Omitted
No
Holdings (181)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 99,263 | $18.5M | 7.01% |
| 2 | MICROSOFT CORP | MSFT | 31,160 | $15.1M | 5.71% |
| 3 | ALPHABET INC | GOOG | 44,105 | $13.8M | 5.24% |
| 4 | AMAZON COM INC | AMZN | 45,657 | $10.5M | 3.99% |
| 5 | APPLE INC | AAPL | 34,100 | $9.3M | 3.51% |
| 6 | SERVICENOW INC | NOW | 51,405 | $7.9M | 2.98% |
| 7 | META PLATFORMS INC | META | 11,196 | $7.4M | 2.80% |
| 8 | MASTERCARD INCORPORATED | MA | 11,492 | $6.6M | 2.49% |
| 9 | MICRON TECHNOLOGY INC | MU | 22,866 | $6.5M | 2.47% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 26,621 | $5.7M | 2.16% |
| 11 | BROADCOM INC | AVGO | 16,128 | $5.6M | 2.11% |
| 12 | SALESFORCE INC | CRM | 17,490 | $4.6M | 1.75% |
| 13 | INTUITIVE SURGICAL INC | ISRG | 8,045 | $4.6M | 1.73% |
| 14 | CLEAN HARBORS INC | CLH | 18,407 | $4.3M | 1.63% |
| 15 | CONSTRUCTION PARTNERS INC | ROAD | 38,065 | $4.1M | 1.57% |
| 16 | VISA INC | V | 9,464 | $3.3M | 1.26% |
| 17 | QUANTA SVCS INC | 74762E102 | 7,765 | $3.3M | 1.24% |
| 18 | MONOLITHIC PWR SYS INC | 609839105 | 3,458 | $3.1M | 1.19% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 9,418 | $3.0M | 1.15% |
| 20 | MERCADOLIBRE INC | MELI | 1,448 | $2.9M | 1.10% |
| 21 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 38,408 | $2.9M | 1.10% |
| 22 | DATADOG INC | DDOG | 20,945 | $2.8M | 1.08% |
| 23 | RAMBUS INC DEL | RMBS | 29,750 | $2.7M | 1.04% |
| 24 | FREEPORT-MCMORAN INC | FCX | 52,841 | $2.7M | 1.02% |
| 25 | SYMBOTIC INC | SYM | 44,175 | $2.6M | 1.00% |
| 26 | NU HLDGS LTD | NU | 154,510 | $2.6M | 0.98% |
| 27 | FEDERAL SIGNAL CORP | FSS | 23,498 | $2.6M | 0.97% |
| 28 | KARMAN HLDGS INC | KRMN | 34,127 | $2.5M | 0.95% |
| 29 | BANK NEW YORK MELLON CORP | 064058100 | 20,878 | $2.4M | 0.92% |
| 30 | WASTE MGMT INC DEL | 94106L109 | 11,007 | $2.4M | 0.92% |
| 31 | GOLDMAN SACHS GROUP INC | GSCE | 2,728 | $2.4M | 0.91% |
| 32 | KLAVIYO INC | KVYO | 71,081 | $2.3M | 0.87% |
| 33 | NETFLIX INC | NFLX | 24,569 | $2.3M | 0.87% |
| 34 | ONESPAWORLD HOLDINGS LIMITED | OSW | 101,519 | $2.1M | 0.80% |
| 35 | UBER TECHNOLOGIES INC | UBER | 25,723 | $2.1M | 0.80% |
| 36 | ON HLDG AG | H5919C104 | 44,000 | $2.0M | 0.77% |
| 37 | WASTE CONNECTIONS INC | WCN | 10,886 | $1.9M | 0.72% |
| 38 | ORACLE CORP | ORCL-PD | 9,746 | $1.9M | 0.72% |
| 39 | WABTEC | 929740108 | 8,841 | $1.9M | 0.71% |
| 40 | MARTIN MARIETTA MATLS INC | 573284106 | 2,962 | $1.8M | 0.70% |
| 41 | LATTICE SEMICONDUCTOR CORP | LSCC | 23,770 | $1.7M | 0.66% |
| 42 | CATERPILLAR INC | CAT | 2,955 | $1.7M | 0.64% |
| 43 | ROCKET LAB CORP | RKLB | 23,785 | $1.7M | 0.63% |
| 44 | ARM HOLDINGS PLC | 042068205 | 15,155 | $1.7M | 0.63% |
| 45 | VULCAN MATLS CO | 929160109 | 5,805 | $1.7M | 0.63% |
| 46 | CADENCE DESIGN SYSTEM INC | CDNS | 5,100 | $1.6M | 0.60% |
| 47 | WALMART INC | WMT | 14,179 | $1.6M | 0.60% |
| 48 | TESLA INC | TSLA | 3,491 | $1.6M | 0.59% |
| 49 | NATERA INC | NTRA | 6,680 | $1.5M | 0.58% |
| 50 | COSTCO WHSL CORP NEW | 22160K105 | 1,740 | $1.5M | 0.57% |
| 51 | MARVELL TECHNOLOGY INC | MRVL | 16,679 | $1.4M | 0.54% |
| 52 | LUMENTUM HLDGS INC | LITE | 3,730 | $1.4M | 0.52% |
| 53 | S&P GLOBAL INC | SPGI | 2,600 | $1.4M | 0.51% |
| 54 | UNION PAC CORP | UNP | 5,701 | $1.3M | 0.50% |
| 55 | DUTCH BROS INC | BROS | 21,322 | $1.3M | 0.49% |
| 56 | CAPITAL ONE FINL CORP | 14040H105 | 5,245 | $1.3M | 0.48% |
| 57 | GENERAL MTRS CO | 37045V100 | 15,545 | $1.3M | 0.48% |
| 58 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,063 | $1.2M | 0.47% |
| 59 | COCA COLA CO | KO | 17,523 | $1.2M | 0.46% |
| 60 | CARNIVAL CORP | CUKPF | 37,450 | $1.1M | 0.43% |
| 61 | GUARDANT HEALTH INC | GH | 11,000 | $1.1M | 0.43% |
| 62 | SNOWFLAKE INC | SNOW | 5,114 | $1.1M | 0.42% |
| 63 | CIENA CORP | CIEN | 4,714 | $1.1M | 0.42% |
| 64 | PALO ALTO NETWORKS INC | PANW | 5,929 | $1.1M | 0.41% |
| 65 | CROWDSTRIKE HLDGS INC | CRWD | 2,264 | $1.1M | 0.40% |
| 66 | AAON INC | AAON | 13,600 | $1.0M | 0.39% |
| 67 | BLOCK INC | BSQKZ | 15,220 | $990,669 | 0.38% |
| 68 | INGERSOLL RAND INC | IR | 12,499 | $990,170 | 0.38% |
| 69 | SHOPIFY INC | SHOP | 5,953 | $958,255 | 0.36% |
| 70 | SOMNIGROUP INTERNATIONAL INC | SGI | 10,500 | $937,440 | 0.36% |
| 71 | GXO LOGISTICS INCORPORATED | GXO | 17,100 | $900,144 | 0.34% |
| 72 | ROCKWELL AUTOMATION INC | ROK | 2,310 | $898,752 | 0.34% |
| 73 | MCKESSON CORP | MCK | 1,054 | $864,585 | 0.33% |
| 74 | CITIZENS FINL GROUP INC | CIA | 14,736 | $860,731 | 0.33% |
| 75 | ZSCALER INC | ZS | 3,815 | $858,070 | 0.33% |
| 76 | RALPH LAUREN CORP | RL | 2,342 | $828,155 | 0.31% |
| 77 | MONSTER BEVERAGE CORP NEW | MNST | 10,650 | $816,535 | 0.31% |
| 78 | TTM TECHNOLOGIES INC | TTMI | 11,781 | $812,889 | 0.31% |
| 79 | CHEWY INC | CHWY | 23,150 | $765,108 | 0.29% |
| 80 | EMERSON ELEC CO | EMR | 5,500 | $729,960 | 0.28% |
| 81 | GRIFFON CORP | GFF | 9,850 | $725,452 | 0.27% |
| 82 | ALAMOS GOLD INC NEW | AGI | 18,178 | $703,209 | 0.27% |
| 83 | HUBSPOT INC | HUBS | 1,715 | $688,230 | 0.26% |
| 84 | COHERENT CORP | COHR | 3,700 | $682,909 | 0.26% |
| 85 | AUTODESK INC | ADSK | 2,270 | $671,943 | 0.25% |
| 86 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 4,000 | $647,840 | 0.25% |
| 87 | GUIDEWIRE SOFTWARE INC | GWRE | 3,200 | $643,232 | 0.24% |
| 88 | MICROCHIP TECHNOLOGY INC. | MCHPP | 10,065 | $641,342 | 0.24% |
| 89 | MSCI INC | MSCI | 1,100 | $631,103 | 0.24% |
| 90 | PARKER-HANNIFIN CORP | PH | 692 | $608,242 | 0.23% |
| 91 | STEEL DYNAMICS INC | STLD | 3,582 | $606,970 | 0.23% |
| 92 | HUB GROUP INC | HUBG | 14,000 | $596,540 | 0.23% |
| 93 | M/I HOMES INC | MHO | 4,600 | $588,570 | 0.22% |
| 94 | HOME DEPOT INC | HD | 1,700 | $584,970 | 0.22% |
| 95 | GAP INC | GAP | 22,686 | $580,762 | 0.22% |
| 96 | VICTORIAS SECRET AND CO | 926400102 | 10,700 | $579,619 | 0.22% |
| 97 | BOSTON SCIENTIFIC CORP | BSX | 5,928 | $565,234 | 0.21% |
| 98 | EXTREME NETWORKS | EXTR | 33,700 | $561,105 | 0.21% |
| 99 | DOORDASH INC | DASH | 2,440 | $552,611 | 0.21% |
| 100 | SHERWIN WILLIAMS CO | SHW | 1,700 | $550,851 | 0.21% |
| 101 | APPLOVIN CORP | APP | 770 | $518,842 | 0.20% |
| 102 | ROSS STORES INC | ROST | 2,837 | $511,057 | 0.19% |
| 103 | FTAI AVIATION LTD | FTAIN | 2,400 | $472,440 | 0.18% |
| 104 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 8,750 | $471,975 | 0.18% |
| 105 | AGNICO EAGLE MINES LTD | AEM | 2,745 | $466,350 | 0.18% |
| 106 | TKO GROUP HOLDINGS INC | TKO | 2,100 | $438,900 | 0.17% |
| 107 | AFFILIATED MANAGERS GROUP IN | MGRE | 1,500 | $432,420 | 0.16% |
| 108 | TELEDYNE TECHNOLOGIES INC | TDY | 790 | $403,477 | 0.15% |
| 109 | CASELLA WASTE SYS INC | CWST | 4,100 | $401,554 | 0.15% |
| 110 | APTIV PLC | APTV | 5,200 | $395,668 | 0.15% |
| 111 | FERGUSON ENTERPRISES INC | FERG | 1,750 | $389,603 | 0.15% |
| 112 | ABBVIE INC | ABBV | 1,702 | $388,890 | 0.15% |
| 113 | ADDUS HOMECARE CORP | ADUS | 3,600 | $386,604 | 0.15% |
| 114 | CLOUDFLARE INC | NET | 1,941 | $382,668 | 0.14% |
| 115 | CANADIAN PACIFIC KANSAS CITY | CP | 5,000 | $368,781 | 0.14% |
| 116 | MOODYS CORP | MCO | 700 | $357,595 | 0.14% |
| 117 | MONGODB INC | MDB | 837 | $351,281 | 0.13% |
| 118 | LINDE PLC | LIN | 800 | $341,112 | 0.13% |
| 119 | LEVI STRAUSS & CO NEW | LEVI | 16,400 | $340,136 | 0.13% |
| 120 | TRANSMEDICS GROUP INC | TMDX | 2,796 | $340,133 | 0.13% |
| 121 | FAIR ISAAC CORP | FICO | 200 | $338,124 | 0.13% |
| 122 | ARISTA NETWORKS INC | ANET | 2,578 | $337,795 | 0.13% |
| 123 | CUSTOMERS BANCORP INC | CUBB | 4,500 | $329,040 | 0.12% |
| 124 | OREILLY AUTOMOTIVE INC | 67103H107 | 3,600 | $328,356 | 0.12% |
| 125 | BANK AMERICA CORP | 060505104 | 5,950 | $327,250 | 0.12% |
| 126 | ATLASSIAN CORPORATION | TEAM | 2,000 | $324,280 | 0.12% |
| 127 | ELI LILLY & CO | LLY | 300 | $322,404 | 0.12% |
| 128 | CONNECTONE BANCORP INC | CNOBP | 11,630 | $304,939 | 0.12% |
| 129 | AXON ENTERPRISE INC | AXON | 529 | $300,435 | 0.11% |
| 130 | PALANTIR TECHNOLOGIES INC | PLTR | 1,642 | $291,865 | 0.11% |
| 131 | IRHYTHM TECHNOLOGIES INC | IRTC | 1,600 | $283,904 | 0.11% |
| 132 | UMB FINL CORP | 902788108 | 2,400 | $276,096 | 0.10% |
| 133 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 16,800 | $272,832 | 0.10% |
| 134 | FLOWSERVE CORP | FLS | 3,800 | $263,644 | 0.10% |
| 135 | WELLS FARGO CO NEW | 949746101 | 2,763 | $257,512 | 0.10% |
| 136 | SEA LTD | SE | 1,997 | $254,757 | 0.10% |
| 137 | BOOT BARN HLDGS INC | BOOT | 1,400 | $247,058 | 0.09% |
| 138 | PHILIP MORRIS INTL INC | 718172109 | 1,500 | $240,600 | 0.09% |
| 139 | KINSALE CAP GROUP INC | 49714P108 | 600 | $234,672 | 0.09% |
| 140 | TOAST INC | TOST | 6,500 | $230,815 | 0.09% |
| 141 | ALIBABA GROUP HLDG LTD | BBAAY | 1,495 | $219,137 | 0.08% |
| 142 | CIRCLE INTERNET GROUP INC | CRCL | 2,741 | $217,361 | 0.08% |
| 143 | CITIGROUP INC | C-PR | 1,730 | $201,872 | 0.08% |
| 144 | BARRICK MNG CORP | 06849F108 | 4,089 | $178,447 | 0.07% |
| 145 | HOWMET AEROSPACE INC | HWM | 870 | $178,367 | 0.07% |
| 146 | INTUITIVE MACHINES INC | LUNR | 10,000 | $162,300 | 0.06% |
| 147 | NEWMONT CORP | NEMCL | 1,622 | $161,957 | 0.06% |
| 148 | COEUR MNG INC | 192108504 | 7,766 | $138,468 | 0.05% |
| 149 | CRH PLC | CRH | 944 | $117,812 | 0.04% |
| 150 | CONSTELLATION ENERGY CORP | CEG | 329 | $116,226 | 0.04% |
| 151 | CHEVRON CORP NEW | CVX | 480 | $73,157 | 0.03% |
| 152 | CHENIERE ENERGY INC | LNG | 368 | $71,536 | 0.03% |
| 153 | SOFI TECHNOLOGIES INC | SOFI | 2,614 | $68,435 | 0.03% |
| 154 | CLEVELAND-CLIFFS INC NEW | CLF | 4,427 | $58,792 | 0.02% |
| 155 | EOG RES INC | EOG | 538 | $56,495 | 0.02% |
| 156 | CONOCOPHILLIPS | COP | 492 | $46,055 | 0.02% |
| 157 | LAUDER ESTEE COS INC | 518439104 | 261 | $27,332 | 0.01% |
| 158 | VALE S A | VALE | 2,055 | $26,777 | 0.01% |
| 159 | TJX COS INC NEW | 872540109 | 163 | $25,038 | 0.01% |
| 160 | INTERNATIONAL BUSINESS MACHS | INTR | 83 | $24,585 | 0.01% |
| 161 | WESCO INTL INC | 95082P105 | 100 | $24,464 | 0.01% |
| 162 | ALPHABET INC | GOOG | 77 | $24,101 | 0.01% |
| 163 | DEVON ENERGY CORP NEW | 25179M103 | 642 | $23,516 | 0.01% |
| 164 | TARGET CORP | TGT | 235 | $22,971 | 0.01% |
| 165 | TOLL BROTHERS INC | TOL | 162 | $21,906 | 0.01% |
| 166 | DOLLAR GEN CORP NEW | 256677105 | 164 | $21,774 | 0.01% |
| 167 | CENCORA INC | COR | 63 | $21,278 | 0.01% |
| 168 | GILEAD SCIENCES INC | GILD | 170 | $20,866 | 0.01% |
| 169 | ENTERGY CORP NEW | ENO | 210 | $19,410 | 0.01% |
| 170 | AMERICAN ELEC PWR CO INC | 025537101 | 164 | $18,911 | 0.01% |
| 171 | JAMES HARDIE INDS PLC | G4253H101 | 840 | $17,430 | 0.01% |
| 172 | SOUTHERN COPPER CORP | SCCO | 116 | $16,643 | 0.01% |
| 173 | CISCO SYS INC | CSCO | 210 | $16,176 | 0.01% |
| 174 | QUALCOMM INC | QCOM | 81 | $13,855 | 0.01% |
| 175 | INTEL CORP | INTC | 371 | $13,690 | 0.01% |
| 176 | CVS HEALTH CORP | CVS | 162 | $12,856 | 0.00% |
| 177 | JOHNSON & JOHNSON | JNJ | 60 | $12,417 | 0.00% |
| 178 | UNITED RENTALS INC | URI | 15 | $12,140 | 0.00% |
| 179 | AMGEN INC | AMGN | 37 | $12,110 | 0.00% |
| 180 | CORPAY INC | CPAY | 38 | $11,435 | 0.00% |
| 181 | RTX CORPORATION | RTX | 58 | $10,637 | 0.00% |