Filed: 8/28/2025ACC: 0002079571-25-000003
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $251.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$251.76M
Total AUM (reported)
2.50M
Total Shares
Allocation by class
COMMON STOCK$244.94M97.3%
ADR$6.82M2.7%
Portfolio Concentration
Top 3$35.23M14.0%
4–10$55.21M21.9%
11–25$63.45M25.2%
Rest$97.86M38.9%
Top 3 weight
14.0%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 2.50M
Sole
Full voting authority
2.50M
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)
Sole180
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings180
Rows:
NVIDIA CORPORATION
SOLEShares110.72K
TypeSH
Market value$15.22M
6.05%
Sole
110.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares23.73K
TypeSH
Market value$10.08M
4.00%
Sole
23.73K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares44.86K
TypeSH
Market value$9.93M
3.94%
Sole
44.86K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares84.88K
TypeSH
Market value$9.48M
3.76%
Sole
84.88K
Shared
0.00
None
0.00
TESLA INC
SOLEShares21.87K
TypeSH
Market value$9.13M
3.63%
Sole
21.87K
Shared
0.00
None
0.00
APPLE INC
SOLEShares31.02K
TypeSH
Market value$7.82M
3.11%
Sole
31.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares40.48K
TypeSH
Market value$7.80M
3.10%
Sole
40.48K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares6.62K
TypeSH
Market value$7.06M
2.81%
Sole
6.62K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares13.28K
TypeSH
Market value$7.00M
2.78%
Sole
13.28K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares20.63K
TypeSH
Market value$6.93M
2.75%
Sole
20.63K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares55.28K
TypeSH
Market value$6.77M
2.69%
Sole
55.28K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares47.40K
TypeSH
Market value$5.97M
2.37%
Sole
47.40K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares65.98K
TypeSH
Market value$5.90M
2.34%
Sole
65.98K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares22.26K
TypeSH
Market value$5.12M
2.03%
Sole
22.26K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares9.23K
TypeSH
Market value$4.85M
1.93%
Sole
9.23K
Shared
0.00
None
0.00
VISA INC
SOLEShares13.55K
TypeSH
Market value$4.27M
1.70%
Sole
13.55K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares12.73K
TypeSH
Market value$4.07M
1.62%
Sole
12.73K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares63.70K
TypeSH
Market value$3.52M
1.40%
Sole
63.70K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares39.65K
TypeSH
Market value$3.47M
1.38%
Sole
39.65K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares64K
TypeSH
Market value$3.43M
1.36%
Sole
64K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares40.12K
TypeSH
Market value$3.42M
1.36%
Sole
40.12K
Shared
0.00
None
0.00
PARSONS CORP DEL
SOLEShares35.46K
TypeSH
Market value$3.29M
1.31%
Sole
35.46K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.39K
TypeSH
Market value$3.25M
1.29%
Sole
5.39K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares21.40K
TypeSH
Market value$3.08M
1.23%
Sole
21.40K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares9.53K
TypeSH
Market value$3.04M
1.21%
Sole
9.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 110.72K | SH | $15.22M 6.05% | 110.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 23.73K | SH | $10.08M 4.00% | 23.73K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 44.86K | SH | $9.93M 3.94% | 44.86K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 84.88K | SH | $9.48M 3.76% | 84.88K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 21.87K | SH | $9.13M 3.63% | 21.87K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 31.02K | SH | $7.82M 3.11% | 31.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 40.48K | SH | $7.80M 3.10% | 40.48K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 6.62K | SH | $7.06M 2.81% | 6.62K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 13.28K | SH | $7.00M 2.78% | 13.28K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 20.63K | SH | $6.93M 2.75% | 20.63K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 55.28K | SH | $6.77M 2.69% | 55.28K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | ADR | 47.40K | SH | $5.97M 2.37% | 47.40K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 65.98K | SH | $5.90M 2.34% | 65.98K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 22.26K | SH | $5.12M 2.03% | 22.26K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 9.23K | SH | $4.85M 1.93% | 9.23K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 13.55K | SH | $4.27M 1.70% | 13.55K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 12.73K | SH | $4.07M 1.62% | 12.73K | 0.00 | 0.00 |
ON HLDG AGSOLE | Common Stock | 63.70K | SH | $3.52M 1.40% | 63.70K | 0.00 | 0.00 |
BLOCK INCSOLE | Common Stock | 39.65K | SH | $3.47M 1.38% | 39.65K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 64K | SH | $3.43M 1.36% | 64K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 40.12K | SH | $3.42M 1.36% | 40.12K | 0.00 | 0.00 |
PARSONS CORP DELSOLE | Common Stock | 35.46K | SH | $3.29M 1.31% | 35.46K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.39K | SH | $3.25M 1.29% | 5.39K | 0.00 | 0.00 |
DATADOG INCSOLE | Common Stock | 21.40K | SH | $3.08M 1.23% | 21.40K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | Common Stock | 9.53K | SH | $3.04M 1.21% | 9.53K | 0.00 | 0.00 |
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