Filed: 8/14/2025ACC: 0002079571-25-000002
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 185 equity positions with a total reported market value of $211.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$211.89M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COMMON STOCK$207.24M97.8%
ADR$4.65M2.2%
Portfolio Concentration
Top 3$32.21M15.2%
4–10$40.27M19.0%
11–25$45.92M21.7%
Rest$93.49M44.1%
Top 3 weight
15.2%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
2.42M
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)
Sole185
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings185
Rows:
NVIDIA CORPORATION
SOLEShares103.95K
TypeSH
Market value$11.27M
5.32%
Sole
103.95K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.75K
TypeSH
Market value$11.17M
5.27%
Sole
29.75K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares51.38K
TypeSH
Market value$9.78M
4.61%
Sole
51.38K
Shared
0.00
None
0.00
APPLE INC
SOLEShares30.63K
TypeSH
Market value$6.80M
3.21%
Sole
30.63K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares8.19K
TypeSH
Market value$6.52M
3.08%
Sole
8.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares40.10K
TypeSH
Market value$6.26M
2.96%
Sole
40.10K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.80K
TypeSH
Market value$5.92M
2.79%
Sole
10.80K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares11.91K
TypeSH
Market value$5.90M
2.78%
Sole
11.91K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares16.94K
TypeSH
Market value$4.55M
2.15%
Sole
16.94K
Shared
0.00
None
0.00
VISA INC
SOLEShares12.33K
TypeSH
Market value$4.32M
2.04%
Sole
12.33K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares41.91K
TypeSH
Market value$4.31M
2.03%
Sole
41.91K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares68.44K
TypeSH
Market value$4.21M
1.99%
Sole
68.44K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares12.11K
TypeSH
Market value$4.09M
1.93%
Sole
12.11K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares36.77K
TypeSH
Market value$3.93M
1.85%
Sole
36.77K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares17.46K
TypeSH
Market value$3.44M
1.62%
Sole
17.46K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares47.47K
TypeSH
Market value$3.41M
1.61%
Sole
47.47K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.71K
TypeSH
Market value$3.33M
1.57%
Sole
1.71K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares41.92K
TypeSH
Market value$2.86M
1.35%
Sole
41.92K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares4.62K
TypeSH
Market value$2.68M
1.26%
Sole
4.62K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares9.10K
TypeSH
Market value$2.41M
1.14%
Sole
9.10K
Shared
0.00
None
0.00
SYMBOTIC INC
SOLEShares114.25K
TypeSH
Market value$2.31M
1.09%
Sole
114.25K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares26.31K
TypeSH
Market value$2.29M
1.08%
Sole
26.31K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares43.65K
TypeSH
Market value$2.26M
1.07%
Sole
43.65K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares8.75K
TypeSH
Market value$2.22M
1.05%
Sole
8.75K
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares71.53K
TypeSH
Market value$2.16M
1.02%
Sole
71.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 103.95K | SH | $11.27M 5.32% | 103.95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 29.75K | SH | $11.17M 5.27% | 29.75K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 51.38K | SH | $9.78M 4.61% | 51.38K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 30.63K | SH | $6.80M 3.21% | 30.63K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 8.19K | SH | $6.52M 3.08% | 8.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 40.10K | SH | $6.26M 2.96% | 40.10K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 10.80K | SH | $5.92M 2.79% | 10.80K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 11.91K | SH | $5.90M 2.78% | 11.91K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 16.94K | SH | $4.55M 2.15% | 16.94K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 12.33K | SH | $4.32M 2.04% | 12.33K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 41.91K | SH | $4.31M 2.03% | 41.91K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 68.44K | SH | $4.21M 1.99% | 68.44K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 12.11K | SH | $4.09M 1.93% | 12.11K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | ADR | 36.77K | SH | $3.93M 1.85% | 36.77K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 17.46K | SH | $3.44M 1.62% | 17.46K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 47.47K | SH | $3.41M 1.61% | 47.47K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common Stock | 1.71K | SH | $3.33M 1.57% | 1.71K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 41.92K | SH | $2.86M 1.35% | 41.92K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 4.62K | SH | $2.68M 1.26% | 4.62K | 0.00 | 0.00 |
CME GROUP INCSOLE | Common Stock | 9.10K | SH | $2.41M 1.14% | 9.10K | 0.00 | 0.00 |
SYMBOTIC INCSOLE | Common Stock | 114.25K | SH | $2.31M 1.09% | 114.25K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 26.31K | SH | $2.29M 1.08% | 26.31K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 43.65K | SH | $2.26M 1.07% | 43.65K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | Common Stock | 8.75K | SH | $2.22M 1.05% | 8.75K | 0.00 | 0.00 |
KLAVIYO INCSOLE | Common Stock | 71.53K | SH | $2.16M 1.02% | 71.53K | 0.00 | 0.00 |
Page 1 of 8
…