Filed: 8/29/2025ACC: 0002079571-25-000005
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $262.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$262.96M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
COMMON STOCK$252.81M96.1%
ADR$10.15M3.9%
Portfolio Concentration
Top 3$36.67M13.9%
4–10$54.38M20.7%
11–25$70.39M26.8%
Rest$101.52M38.6%
Top 3 weight
13.9%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.54M
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)
Sole162
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:
NVIDIA CORPORATION
SOLEShares141.03K
TypeSH
Market value$17.42M
6.63%
Sole
141.03K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.77K
TypeSH
Market value$9.73M
3.70%
Sole
21.77K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares49.24K
TypeSH
Market value$9.51M
3.62%
Sole
49.24K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares57.08K
TypeSH
Market value$9.26M
3.52%
Sole
57.08K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares125.56K
TypeSH
Market value$8.78M
3.34%
Sole
125.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares44.69K
TypeSH
Market value$8.20M
3.12%
Sole
44.69K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares48.78K
TypeSH
Market value$7.98M
3.04%
Sole
48.78K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares15.89K
TypeSH
Market value$7.07M
2.69%
Sole
15.89K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares32.36K
TypeSH
Market value$6.82M
2.59%
Sole
32.36K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.80K
TypeSH
Market value$6.28M
2.39%
Sole
29.80K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares7.28K
TypeSH
Market value$5.72M
2.18%
Sole
7.28K
Shared
0.00
None
0.00
VISA INC
SOLEShares20.87K
TypeSH
Market value$5.48M
2.08%
Sole
20.87K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares21.01K
TypeSH
Market value$5.40M
2.05%
Sole
21.01K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares39.74K
TypeSH
Market value$5.23M
1.99%
Sole
39.74K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.78K
TypeSH
Market value$5.20M
1.98%
Sole
11.78K
Shared
0.00
None
0.00
PARSONS CORP DEL
SOLEShares58.19K
TypeSH
Market value$4.76M
1.81%
Sole
58.19K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares23.68K
TypeSH
Market value$4.72M
1.79%
Sole
23.68K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares20.06K
TypeSH
Market value$4.54M
1.72%
Sole
20.06K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.50K
TypeSH
Market value$4.52M
1.72%
Sole
5.50K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares79.38K
TypeSH
Market value$4.38M
1.67%
Sole
79.38K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares38.42K
TypeSH
Market value$4.36M
1.66%
Sole
38.42K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares15.25K
TypeSH
Market value$4.17M
1.59%
Sole
15.25K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares10.49K
TypeSH
Market value$4.02M
1.53%
Sole
10.49K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares68.40K
TypeSH
Market value$4.02M
1.53%
Sole
68.40K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares61K
TypeSH
Market value$3.88M
1.48%
Sole
61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 141.03K | SH | $17.42M 6.63% | 141.03K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 21.77K | SH | $9.73M 3.70% | 21.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 49.24K | SH | $9.51M 3.62% | 49.24K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 57.08K | SH | $9.26M 3.52% | 57.08K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 125.56K | SH | $8.78M 3.34% | 125.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 44.69K | SH | $8.20M 3.12% | 44.69K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | ADR | 48.78K | SH | $7.98M 3.04% | 48.78K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 15.89K | SH | $7.07M 2.69% | 15.89K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | Common Stock | 32.36K | SH | $6.82M 2.59% | 32.36K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 29.80K | SH | $6.28M 2.39% | 29.80K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 7.28K | SH | $5.72M 2.18% | 7.28K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 20.87K | SH | $5.48M 2.08% | 20.87K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 21.01K | SH | $5.40M 2.05% | 21.01K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 39.74K | SH | $5.23M 1.99% | 39.74K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 11.78K | SH | $5.20M 1.98% | 11.78K | 0.00 | 0.00 |
PARSONS CORP DELSOLE | Common Stock | 58.19K | SH | $4.76M 1.81% | 58.19K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 23.68K | SH | $4.72M 1.79% | 23.68K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 20.06K | SH | $4.54M 1.72% | 20.06K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.50K | SH | $4.52M 1.72% | 5.50K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 79.38K | SH | $4.38M 1.67% | 79.38K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 38.42K | SH | $4.36M 1.66% | 38.42K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 15.25K | SH | $4.17M 1.59% | 15.25K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | Common Stock | 10.49K | SH | $4.02M 1.53% | 10.49K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 68.40K | SH | $4.02M 1.53% | 68.40K | 0.00 | 0.00 |
COCA COLA COSOLE | Common Stock | 61K | SH | $3.88M 1.48% | 61K | 0.00 | 0.00 |
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