Filed: 8/29/2025ACC: 0002079571-25-000004
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $259.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$259.20M
Total AUM (reported)
2.61M
Total Shares
Allocation by class
COMMON STOCK$249.48M96.3%
ADR$9.72M3.7%
Portfolio Concentration
Top 3$36.81M14.2%
4–10$53.61M20.7%
11–25$68.12M26.3%
Rest$100.66M38.8%
Top 3 weight
14.2%
Top 10 weight
34.9%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Sole
Full voting authority
2.61M
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)
Sole177
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings177
Rows:
NVIDIA CORPORATION
SOLEShares136.01K
TypeSH
Market value$16.52M
6.37%
Sole
136.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares25.31K
TypeSH
Market value$10.89M
4.20%
Sole
25.31K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares57.33K
TypeSH
Market value$9.41M
3.63%
Sole
57.33K
Shared
0.00
None
0.00
APPLE INC
SOLEShares39.24K
TypeSH
Market value$9.14M
3.53%
Sole
39.24K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares123.49K
TypeSH
Market value$8.91M
3.44%
Sole
123.49K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares43.23K
TypeSH
Market value$8.06M
3.11%
Sole
43.23K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares15.30K
TypeSH
Market value$7.51M
2.90%
Sole
15.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares41.33K
TypeSH
Market value$6.91M
2.67%
Sole
41.33K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares47.78K
TypeSH
Market value$6.83M
2.64%
Sole
47.78K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares6.99K
TypeSH
Market value$6.25M
2.41%
Sole
6.99K
Shared
0.00
None
0.00
PARSONS CORP DEL
SOLEShares59.46K
TypeSH
Market value$6.17M
2.38%
Sole
59.46K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.78K
TypeSH
Market value$5.81M
2.24%
Sole
11.78K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares20.60K
TypeSH
Market value$5.64M
2.18%
Sole
20.60K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares79.31K
TypeSH
Market value$5.54M
2.14%
Sole
79.31K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.53K
TypeSH
Market value$5.11M
1.97%
Sole
5.53K
Shared
0.00
None
0.00
VISA INC
SOLEShares17.86K
TypeSH
Market value$4.91M
1.89%
Sole
17.86K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares20.06K
TypeSH
Market value$4.85M
1.87%
Sole
20.06K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares15.44K
TypeSH
Market value$4.50M
1.74%
Sole
15.44K
Shared
0.00
None
0.00
SYMBOTIC INC
SOLEShares182.22K
TypeSH
Market value$4.44M
1.71%
Sole
182.22K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares39.22K
TypeSH
Market value$4.07M
1.57%
Sole
39.22K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares23.15K
TypeSH
Market value$3.94M
1.52%
Sole
23.15K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares32.34K
TypeSH
Market value$3.53M
1.36%
Sole
32.34K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares65.20K
TypeSH
Market value$3.27M
1.26%
Sole
65.20K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares5.91K
TypeSH
Market value$3.18M
1.23%
Sole
5.91K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares104.04K
TypeSH
Market value$3.17M
1.22%
Sole
104.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 136.01K | SH | $16.52M 6.37% | 136.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 25.31K | SH | $10.89M 4.20% | 25.31K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 57.33K | SH | $9.41M 3.63% | 57.33K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 39.24K | SH | $9.14M 3.53% | 39.24K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 123.49K | SH | $8.91M 3.44% | 123.49K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 43.23K | SH | $8.06M 3.11% | 43.23K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 15.30K | SH | $7.51M 2.90% | 15.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 41.33K | SH | $6.91M 2.67% | 41.33K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | ADR | 47.78K | SH | $6.83M 2.64% | 47.78K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 6.99K | SH | $6.25M 2.41% | 6.99K | 0.00 | 0.00 |
PARSONS CORP DELSOLE | Common Stock | 59.46K | SH | $6.17M 2.38% | 59.46K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 11.78K | SH | $5.81M 2.24% | 11.78K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 20.60K | SH | $5.64M 2.18% | 20.60K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 79.31K | SH | $5.54M 2.14% | 79.31K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.53K | SH | $5.11M 1.97% | 5.53K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 17.86K | SH | $4.91M 1.89% | 17.86K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 20.06K | SH | $4.85M 1.87% | 20.06K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 15.44K | SH | $4.50M 1.74% | 15.44K | 0.00 | 0.00 |
SYMBOTIC INCSOLE | Common Stock | 182.22K | SH | $4.44M 1.71% | 182.22K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 39.22K | SH | $4.07M 1.57% | 39.22K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 23.15K | SH | $3.94M 1.52% | 23.15K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | Common Stock | 32.34K | SH | $3.53M 1.36% | 32.34K | 0.00 | 0.00 |
ON HLDG AGSOLE | Common Stock | 65.20K | SH | $3.27M 1.26% | 65.20K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | Common Stock | 5.91K | SH | $3.18M 1.23% | 5.91K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 104.04K | SH | $3.17M 1.22% | 104.04K | 0.00 | 0.00 |
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