Filed: 9/2/2025ACC: 0002079571-25-000009
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $186.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$186.29M
Total AUM (reported)
2.90M
Total Shares
Allocation by class
COMMON STOCK$186.06M99.9%
ADR$221.5K0.1%
Portfolio Concentration
Top 3$31.06M16.7%
4–10$37.66M20.2%
11–25$45.42M24.4%
Rest$72.15M38.7%
Top 3 weight
16.7%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 2.90M
Sole
Full voting authority
2.90M
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)
Sole161
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings161
Rows:
NVIDIA CORPORATION
SOLEShares32.49K
TypeSH
Market value$14.13M
7.59%
Sole
32.49K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares90.50K
TypeSH
Market value$9.31M
5.00%
Sole
90.50K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares140.85K
TypeSH
Market value$7.62M
4.09%
Sole
140.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.70K
TypeSH
Market value$6.85M
3.68%
Sole
21.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares47.72K
TypeSH
Market value$6.07M
3.26%
Sole
47.72K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares9.27K
TypeSH
Market value$5.18M
2.78%
Sole
9.27K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.99K
TypeSH
Market value$5.06M
2.72%
Sole
21.99K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares109.94K
TypeSH
Market value$5.00M
2.68%
Sole
109.94K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares12.06K
TypeSH
Market value$4.78M
2.56%
Sole
12.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.83K
TypeSH
Market value$4.72M
2.54%
Sole
35.83K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares50.34K
TypeSH
Market value$4.70M
2.52%
Sole
50.34K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares80.70K
TypeSH
Market value$4.50M
2.42%
Sole
80.70K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares21.58K
TypeSH
Market value$4.38M
2.35%
Sole
21.58K
Shared
0.00
None
0.00
EXTREME NETWORKS INC
SOLEShares147.50K
TypeSH
Market value$3.57M
1.92%
Sole
147.50K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares79.28K
TypeSH
Market value$3.29M
1.77%
Sole
79.28K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares47.75K
TypeSH
Market value$3.25M
1.74%
Sole
47.75K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares19.95K
TypeSH
Market value$2.68M
1.44%
Sole
19.95K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.80K
TypeSH
Market value$2.68M
1.44%
Sole
5.80K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares23.70K
TypeSH
Market value$2.63M
1.41%
Sole
23.70K
Shared
0.00
None
0.00
LATTICE SEMICONDUCTOR CORP
SOLEShares28.57K
TypeSH
Market value$2.46M
1.32%
Sole
28.57K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares8.15K
TypeSH
Market value$2.38M
1.28%
Sole
8.15K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares171.15K
TypeSH
Market value$2.26M
1.21%
Sole
171.15K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares20.59K
TypeSH
Market value$2.26M
1.21%
Sole
20.59K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares13.77K
TypeSH
Market value$2.20M
1.18%
Sole
13.77K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares47.66K
TypeSH
Market value$2.18M
1.17%
Sole
47.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 32.49K | SH | $14.13M 7.59% | 32.49K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 90.50K | SH | $9.31M 5.00% | 90.50K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 140.85K | SH | $7.62M 4.09% | 140.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 21.70K | SH | $6.85M 3.68% | 21.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 47.72K | SH | $6.07M 3.26% | 47.72K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 9.27K | SH | $5.18M 2.78% | 9.27K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 21.99K | SH | $5.06M 2.72% | 21.99K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 109.94K | SH | $5.00M 2.68% | 109.94K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 12.06K | SH | $4.78M 2.56% | 12.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 35.83K | SH | $4.72M 2.54% | 35.83K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 50.34K | SH | $4.70M 2.52% | 50.34K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 80.70K | SH | $4.50M 2.42% | 80.70K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 21.58K | SH | $4.38M 2.35% | 21.58K | 0.00 | 0.00 |
EXTREME NETWORKS INCSOLE | Common Stock | 147.50K | SH | $3.57M 1.92% | 147.50K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | Common Stock | 79.28K | SH | $3.29M 1.77% | 79.28K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 47.75K | SH | $3.25M 1.74% | 47.75K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 19.95K | SH | $2.68M 1.44% | 19.95K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.80K | SH | $2.68M 1.44% | 5.80K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 23.70K | SH | $2.63M 1.41% | 23.70K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | Common Stock | 28.57K | SH | $2.46M 1.32% | 28.57K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 8.15K | SH | $2.38M 1.28% | 8.15K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 171.15K | SH | $2.26M 1.21% | 171.15K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | Common Stock | 20.59K | SH | $2.26M 1.21% | 20.59K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 13.77K | SH | $2.20M 1.18% | 13.77K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 47.66K | SH | $2.18M 1.17% | 47.66K | 0.00 | 0.00 |
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