Filed: 8/14/2025ACC: 0002079571-25-000001
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $249.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
200
Positions
$249.31M
Total AUM (reported)
2.22M
Total Shares
Allocation by class
COMMON STOCK$246.25M98.8%
ADR$3.05M1.2%
Portfolio Concentration
Top 3$39.65M15.9%
4–10$48.15M19.3%
11–25$52.98M21.2%
Rest$108.53M43.5%
Top 3 weight
15.9%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 2.22M
Sole
Full voting authority
2.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole200
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings200
Rows:
MICROSOFT CORP
SOLEShares31.05K
TypeSH
Market value$15.45M
6.20%
Sole
31.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares95.22K
TypeSH
Market value$15.04M
6.03%
Sole
95.22K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.67K
TypeSH
Market value$9.16M
3.68%
Sole
44.67K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares8.33K
TypeSH
Market value$8.56M
3.44%
Sole
8.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares15.19K
TypeSH
Market value$8.54M
3.42%
Sole
15.19K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.66K
TypeSH
Market value$7.60M
3.05%
Sole
34.66K
Shared
0.00
None
0.00
VISA INC
SOLEShares19.13K
TypeSH
Market value$6.79M
2.72%
Sole
19.13K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares11.46K
TypeSH
Market value$6.23M
2.50%
Sole
11.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares29.60K
TypeSH
Market value$5.25M
2.11%
Sole
29.60K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.01K
TypeSH
Market value$5.17M
2.08%
Sole
7.01K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares11.85K
TypeSH
Market value$4.82M
1.93%
Sole
11.85K
Shared
0.00
None
0.00
SYMBOTIC INC
SOLEShares121.50K
TypeSH
Market value$4.72M
1.89%
Sole
121.50K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares43.91K
TypeSH
Market value$4.67M
1.87%
Sole
43.91K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares15.64K
TypeSH
Market value$4.26M
1.71%
Sole
15.64K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares17.66K
TypeSH
Market value$4.08M
1.64%
Sole
17.66K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.52K
TypeSH
Market value$3.99M
1.60%
Sole
1.52K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.56K
TypeSH
Market value$3.43M
1.38%
Sole
2.56K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares26.31K
TypeSH
Market value$3.24M
1.30%
Sole
26.31K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares33.47K
TypeSH
Market value$2.92M
1.17%
Sole
33.47K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares7.66K
TypeSH
Market value$2.90M
1.16%
Sole
7.66K
Shared
0.00
None
0.00
FEDERAL SIGNAL CORP
SOLEShares27.20K
TypeSH
Market value$2.89M
1.16%
Sole
27.20K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares19.34K
TypeSH
Market value$2.83M
1.14%
Sole
19.34K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares17.34K
TypeSH
Market value$2.80M
1.12%
Sole
17.34K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares20.80K
TypeSH
Market value$2.79M
1.12%
Sole
20.80K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares3.58K
TypeSH
Market value$2.62M
1.05%
Sole
3.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | Common Stock | 31.05K | SH | $15.45M 6.20% | 31.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 95.22K | SH | $15.04M 6.03% | 95.22K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 44.67K | SH | $9.16M 3.68% | 44.67K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 8.33K | SH | $8.56M 3.44% | 8.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 15.19K | SH | $8.54M 3.42% | 15.19K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 34.66K | SH | $7.60M 3.05% | 34.66K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 19.13K | SH | $6.79M 2.72% | 19.13K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 11.46K | SH | $6.23M 2.50% | 11.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 29.60K | SH | $5.25M 2.11% | 29.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Common Stock | 7.01K | SH | $5.17M 2.08% | 7.01K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 11.85K | SH | $4.82M 1.93% | 11.85K | 0.00 | 0.00 |
SYMBOTIC INCSOLE | Common Stock | 121.50K | SH | $4.72M 1.89% | 121.50K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 43.91K | SH | $4.67M 1.87% | 43.91K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 15.64K | SH | $4.26M 1.71% | 15.64K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 17.66K | SH | $4.08M 1.64% | 17.66K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common Stock | 1.52K | SH | $3.99M 1.60% | 1.52K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 2.56K | SH | $3.43M 1.38% | 2.56K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 26.31K | SH | $3.24M 1.30% | 26.31K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 33.47K | SH | $2.92M 1.17% | 33.47K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | Common Stock | 7.66K | SH | $2.90M 1.16% | 7.66K | 0.00 | 0.00 |
FEDERAL SIGNAL CORPSOLE | Common Stock | 27.20K | SH | $2.89M 1.16% | 27.20K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | Common Stock | 19.34K | SH | $2.83M 1.14% | 19.34K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | ADR | 17.34K | SH | $2.80M 1.12% | 17.34K | 0.00 | 0.00 |
DATADOG INCSOLE | Common Stock | 20.80K | SH | $2.79M 1.12% | 20.80K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 3.58K | SH | $2.62M 1.05% | 3.58K | 0.00 | 0.00 |
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