Filed: 8/29/2025ACC: 0002079571-25-000006
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $253.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$253.73M
Total AUM (reported)
2.45M
Total Shares
Allocation by class
COMMON STOCK$247.70M97.6%
ADR$6.03M2.4%
Portfolio Concentration
Top 3$36.16M14.2%
4–10$50.65M20.0%
11–25$65.89M26.0%
Rest$101.04M39.8%
Top 3 weight
14.2%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 2.45M
Sole
Full voting authority
2.45M
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)
Sole169
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings169
Rows:
NVIDIA CORPORATION
SOLEShares18.71K
TypeSH
Market value$16.21M
6.39%
Sole
18.71K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares148.05K
TypeSH
Market value$10.06M
3.97%
Sole
148.05K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares57.10K
TypeSH
Market value$9.88M
3.89%
Sole
57.10K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares54.59K
TypeSH
Market value$9.44M
3.72%
Sole
54.59K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares22.23K
TypeSH
Market value$8.97M
3.54%
Sole
22.23K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares9.28K
TypeSH
Market value$6.78M
2.67%
Sole
9.28K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.25K
TypeSH
Market value$6.49M
2.56%
Sole
24.25K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares22.38K
TypeSH
Market value$6.46M
2.55%
Sole
22.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares43.96K
TypeSH
Market value$6.42M
2.53%
Sole
43.96K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares15.89K
TypeSH
Market value$6.08M
2.40%
Sole
15.89K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares43.69K
TypeSH
Market value$5.81M
2.29%
Sole
43.69K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares47.56K
TypeSH
Market value$5.70M
2.25%
Sole
47.56K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares12K
TypeSH
Market value$5.54M
2.18%
Sole
12K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares79.59K
TypeSH
Market value$4.72M
1.86%
Sole
79.59K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares41.13K
TypeSH
Market value$4.65M
1.83%
Sole
41.13K
Shared
0.00
None
0.00
PARSONS CORP DEL
SOLEShares57.16K
TypeSH
Market value$4.55M
1.79%
Sole
57.16K
Shared
0.00
None
0.00
SYMBOTIC INC
SOLEShares104.07K
TypeSH
Market value$4.49M
1.77%
Sole
104.07K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares78.08K
TypeSH
Market value$4.20M
1.66%
Sole
78.08K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares16.29K
TypeSH
Market value$4.15M
1.64%
Sole
16.29K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares20.56K
TypeSH
Market value$3.97M
1.56%
Sole
20.56K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares20.21K
TypeSH
Market value$3.80M
1.50%
Sole
20.21K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares23.10K
TypeSH
Market value$3.75M
1.48%
Sole
23.10K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.50K
TypeSH
Market value$3.57M
1.41%
Sole
5.50K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares60.33K
TypeSH
Market value$3.54M
1.39%
Sole
60.33K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares5.87K
TypeSH
Market value$3.46M
1.36%
Sole
5.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 18.71K | SH | $16.21M 6.39% | 18.71K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 148.05K | SH | $10.06M 3.97% | 148.05K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 57.10K | SH | $9.88M 3.89% | 57.10K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 54.59K | SH | $9.44M 3.72% | 54.59K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 22.23K | SH | $8.97M 3.54% | 22.23K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 9.28K | SH | $6.78M 2.67% | 9.28K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 24.25K | SH | $6.49M 2.56% | 24.25K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 22.38K | SH | $6.46M 2.55% | 22.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 43.96K | SH | $6.42M 2.53% | 43.96K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 15.89K | SH | $6.08M 2.40% | 15.89K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 43.69K | SH | $5.81M 2.29% | 43.69K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | ADR | 47.56K | SH | $5.70M 2.25% | 47.56K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 12K | SH | $5.54M 2.18% | 12K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 79.59K | SH | $4.72M 1.86% | 79.59K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 41.13K | SH | $4.65M 1.83% | 41.13K | 0.00 | 0.00 |
PARSONS CORP DELSOLE | Common Stock | 57.16K | SH | $4.55M 1.79% | 57.16K | 0.00 | 0.00 |
SYMBOTIC INCSOLE | Common Stock | 104.07K | SH | $4.49M 1.77% | 104.07K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 78.08K | SH | $4.20M 1.66% | 78.08K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 16.29K | SH | $4.15M 1.64% | 16.29K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 20.56K | SH | $3.97M 1.56% | 20.56K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | Common Stock | 20.21K | SH | $3.80M 1.50% | 20.21K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 23.10K | SH | $3.75M 1.48% | 23.10K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.50K | SH | $3.57M 1.41% | 5.50K | 0.00 | 0.00 |
COCA COLA COSOLE | Common Stock | 60.33K | SH | $3.54M 1.39% | 60.33K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | Common Stock | 5.87K | SH | $3.46M 1.36% | 5.87K | 0.00 | 0.00 |
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