Institutional Manager · CIK 0002079571
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
WARSAW, R9 · File #028-25720
Latest AUM
$264.0M
Positions
181
Top-10 Concentration
49.8%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025181 pos · $264.0M
- 13F HOLDINGS REPORTQ/E Sep 2025190 pos · $249.7M
- 13F HOLDINGS REPORTQ/E Sep 202588 pos · $441.7M
- 13F HOLDINGS REPORTQ/E Sep 202544 pos · $322.1M
- 13F HOLDINGS REPORTQ/E Sep 202572 pos · $211.6M
- 13F HOLDINGS REPORTQ/E Sep 2025105 pos · $172.4M
- 13F HOLDINGS REPORTQ/E Sep 202567 pos · $155.8M
- 13F HOLDINGS REPORTQ/E Sep 202587 pos · $130.8M
- 13F HOLDINGS REPORTQ/E Sep 2025120 pos · $209.2M
- 13F HOLDINGS REPORTQ/E Sep 2025161 pos · $186.3M
- 13F HOLDINGS REPORTQ/E Sep 202562 pos · $123.0M
- 13F HOLDINGS REPORTQ/E Sep 202585 pos · $404.4M
- 13F HOLDINGS REPORTQ/E Sep 202557 pos · $362.1M
- 13F HOLDINGS REPORTQ/E Sep 202539 pos · $259.5M
- 13F HOLDINGS REPORTQ/E Sep 202535 pos · $177.4M
- 13F HOLDINGS REPORTQ/E Sep 2025183 pos · $237.2M
- 13F HOLDINGS REPORTQ/E Sep 202578 pos · $342.2M
- 13F HOLDINGS REPORTQ/E Sep 202579 pos · $390.3M
- 13F HOLDINGS REPORTQ/E Jun 2025162 pos · $263.0M
- 13F HOLDINGS REPORTQ/E Jun 2025177 pos · $259.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 99,263 | $18.5M | 9.10% |
| 2 | MICROSOFT CORP | MSFT | 31,160 | $15.1M | 7.41% |
| 3 | ALPHABET INC | GOOG | 44,105 | $13.8M | 6.80% |
| 4 | AMAZON COM INC | AMZN | 45,657 | $10.5M | 5.18% |
| 5 | APPLE INC | AAPL | 34,100 | $9.3M | 4.56% |
| 6 | SERVICENOW INC | NOW | 51,405 | $7.9M | 3.87% |
| 7 | META PLATFORMS INC | META | 11,196 | $7.4M | 3.63% |
| 8 | MASTERCARD INCORPORATED | MA | 11,492 | $6.6M | 3.22% |
| 9 | MICRON TECHNOLOGY INC | MU | 22,866 | $6.5M | 3.21% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 26,621 | $5.7M | 2.80% |
| 11 | BROADCOM INC | AVGO | 16,128 | $5.6M | 2.74% |
| 12 | SALESFORCE INC | CRM | 17,490 | $4.6M | 2.28% |
| 13 | INTUITIVE SURGICAL INC | ISRG | 8,045 | $4.6M | 2.24% |
| 14 | CLEAN HARBORS INC | CLH | 18,407 | $4.3M | 2.12% |
| 15 | CONSTRUCTION PARTNERS INC | ROAD | 38,065 | $4.1M | 2.03% |
| 16 | VISA INC | V | 9,464 | $3.3M | 1.63% |
| 17 | QUANTA SVCS INC | 74762E102 | 7,765 | $3.3M | 1.61% |
| 18 | MONOLITHIC PWR SYS INC | 609839105 | 3,458 | $3.1M | 1.54% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 9,418 | $3.0M | 1.49% |
| 20 | MERCADOLIBRE INC | MELI | 1,448 | $2.9M | 1.43% |