Filed: 9/2/2025ACC: 0002079571-25-000008
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 183 equity positions with a total reported market value of $237.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
183
Positions
$237.24M
Total AUM (reported)
3M
Total Shares
Allocation by class
COMMON STOCK$236.96M99.9%
ADR$277.0K0.1%
Portfolio Concentration
Top 3$37.79M15.9%
4–10$50.35M21.2%
11–25$55.38M23.3%
Rest$93.71M39.5%
Top 3 weight
15.9%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 3M
Sole
Full voting authority
3M
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)
Sole183
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings183
Rows:
NVIDIA CORPORATION
SOLEShares31.21K
TypeSH
Market value$15.46M
6.52%
Sole
31.21K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares88.10K
TypeSH
Market value$12.99M
5.47%
Sole
88.10K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares27.71K
TypeSH
Market value$9.35M
3.94%
Sole
27.71K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares140.85K
TypeSH
Market value$8.49M
3.58%
Sole
140.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares22.13K
TypeSH
Market value$8.32M
3.51%
Sole
22.13K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares53.55K
TypeSH
Market value$8.14M
3.43%
Sole
53.55K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10.27K
TypeSH
Market value$7.25M
3.06%
Sole
10.27K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares49.88K
TypeSH
Market value$6.19M
2.61%
Sole
49.88K
Shared
0.00
None
0.00
VISA INC
SOLEShares23.56K
TypeSH
Market value$6.13M
2.59%
Sole
23.56K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares22.13K
TypeSH
Market value$5.82M
2.45%
Sole
22.13K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares80.70K
TypeSH
Market value$5.51M
2.32%
Sole
80.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares12.26K
TypeSH
Market value$5.23M
2.20%
Sole
12.26K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.91K
TypeSH
Market value$4.78M
2.01%
Sole
33.91K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares109.94K
TypeSH
Market value$4.53M
1.91%
Sole
109.94K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares47.75K
TypeSH
Market value$4.07M
1.72%
Sole
47.75K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.80K
TypeSH
Market value$3.66M
1.54%
Sole
5.80K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares23.91K
TypeSH
Market value$3.50M
1.47%
Sole
23.91K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares23.10K
TypeSH
Market value$3.34M
1.41%
Sole
23.10K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares26.79K
TypeSH
Market value$3.25M
1.37%
Sole
26.79K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares14.43K
TypeSH
Market value$3.16M
1.33%
Sole
14.43K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares21.89K
TypeSH
Market value$3.16M
1.33%
Sole
21.89K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares71.63K
TypeSH
Market value$3.10M
1.31%
Sole
71.63K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares13.11K
TypeSH
Market value$2.84M
1.20%
Sole
13.11K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares45.03K
TypeSH
Market value$2.65M
1.12%
Sole
45.03K
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
SOLEShares180.40K
TypeSH
Market value$2.60M
1.09%
Sole
180.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 31.21K | SH | $15.46M 6.52% | 31.21K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 88.10K | SH | $12.99M 5.47% | 88.10K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 27.71K | SH | $9.35M 3.94% | 27.71K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 140.85K | SH | $8.49M 3.58% | 140.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 22.13K | SH | $8.32M 3.51% | 22.13K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 53.55K | SH | $8.14M 3.43% | 53.55K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 10.27K | SH | $7.25M 3.06% | 10.27K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 49.88K | SH | $6.19M 2.61% | 49.88K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 23.56K | SH | $6.13M 2.59% | 23.56K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 22.13K | SH | $5.82M 2.45% | 22.13K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 80.70K | SH | $5.51M 2.32% | 80.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 12.26K | SH | $5.23M 2.20% | 12.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 33.91K | SH | $4.78M 2.01% | 33.91K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 109.94K | SH | $4.53M 1.91% | 109.94K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 47.75K | SH | $4.07M 1.72% | 47.75K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.80K | SH | $3.66M 1.54% | 5.80K | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | Common Stock | 23.91K | SH | $3.50M 1.47% | 23.91K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 23.10K | SH | $3.34M 1.41% | 23.10K | 0.00 | 0.00 |
DATADOG INCSOLE | Common Stock | 26.79K | SH | $3.25M 1.37% | 26.79K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 14.43K | SH | $3.16M 1.33% | 14.43K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | Common Stock | 21.89K | SH | $3.16M 1.33% | 21.89K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | Common Stock | 71.63K | SH | $3.10M 1.31% | 71.63K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 13.11K | SH | $2.84M 1.20% | 13.11K | 0.00 | 0.00 |
COCA COLA COSOLE | Common Stock | 45.03K | SH | $2.65M 1.12% | 45.03K | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG COSOLE | Common Stock | 180.40K | SH | $2.60M 1.09% | 180.40K | 0.00 | 0.00 |
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