Filed: 9/2/2025ACC: 0002079571-25-000010
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $209.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$209.19M
Total AUM (reported)
2.68M
Total Shares
Allocation by class
COMMON STOCK$208.73M99.8%
ADR$454.1K0.2%
Portfolio Concentration
Top 3$41.74M20.0%
4–10$46.86M22.4%
11–25$51.85M24.8%
Rest$68.74M32.9%
Top 3 weight
20.0%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Sole
Full voting authority
2.68M
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)
Sole120
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:
NVIDIA CORPORATION
SOLEShares42.76K
TypeSH
Market value$18.09M
8.65%
Sole
42.76K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares105.95K
TypeSH
Market value$12.07M
5.77%
Sole
105.95K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares193.78K
TypeSH
Market value$11.58M
5.54%
Sole
193.78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.22K
TypeSH
Market value$9.95M
4.76%
Sole
29.22K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares54.18K
TypeSH
Market value$6.96M
3.33%
Sole
54.18K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares108.43K
TypeSH
Market value$6.74M
3.22%
Sole
108.43K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares11.74K
TypeSH
Market value$6.60M
3.15%
Sole
11.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares45.26K
TypeSH
Market value$5.90M
2.82%
Sole
45.26K
Shared
0.00
None
0.00
VISA INC
SOLEShares22.62K
TypeSH
Market value$5.37M
2.57%
Sole
22.62K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares83.27K
TypeSH
Market value$5.34M
2.55%
Sole
83.27K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares24.16K
TypeSH
Market value$5.11M
2.44%
Sole
24.16K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares12.94K
TypeSH
Market value$5.09M
2.43%
Sole
12.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.51K
TypeSH
Market value$4.30M
2.05%
Sole
35.51K
Shared
0.00
None
0.00
EXTREME NETWORKS INC
SOLEShares163.70K
TypeSH
Market value$4.26M
2.04%
Sole
163.70K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares11.48K
TypeSH
Market value$3.31M
1.58%
Sole
11.48K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares52.15K
TypeSH
Market value$3.29M
1.57%
Sole
52.15K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares27.55K
TypeSH
Market value$3.28M
1.57%
Sole
27.55K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.80K
TypeSH
Market value$3.13M
1.50%
Sole
5.80K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares8.95K
TypeSH
Market value$3.06M
1.46%
Sole
8.95K
Shared
0.00
None
0.00
LATTICE SEMICONDUCTOR CORP
SOLEShares31.17K
TypeSH
Market value$2.99M
1.43%
Sole
31.17K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares77.33K
TypeSH
Market value$2.97M
1.42%
Sole
77.33K
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
SOLEShares160.04K
TypeSH
Market value$2.88M
1.38%
Sole
160.04K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares19.95K
TypeSH
Market value$2.85M
1.36%
Sole
19.95K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares7.25K
TypeSH
Market value$2.76M
1.32%
Sole
7.25K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares177.05K
TypeSH
Market value$2.56M
1.22%
Sole
177.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 42.76K | SH | $18.09M 8.65% | 42.76K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 105.95K | SH | $12.07M 5.77% | 105.95K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 193.78K | SH | $11.58M 5.54% | 193.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 29.22K | SH | $9.95M 4.76% | 29.22K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 54.18K | SH | $6.96M 3.33% | 54.18K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 108.43K | SH | $6.74M 3.22% | 108.43K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 11.74K | SH | $6.60M 3.15% | 11.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 45.26K | SH | $5.90M 2.82% | 45.26K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 22.62K | SH | $5.37M 2.57% | 22.62K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 83.27K | SH | $5.34M 2.55% | 83.27K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 24.16K | SH | $5.11M 2.44% | 24.16K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 12.94K | SH | $5.09M 2.43% | 12.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 35.51K | SH | $4.30M 2.05% | 35.51K | 0.00 | 0.00 |
EXTREME NETWORKS INCSOLE | Common Stock | 163.70K | SH | $4.26M 2.04% | 163.70K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 11.48K | SH | $3.31M 1.58% | 11.48K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 52.15K | SH | $3.29M 1.57% | 52.15K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 27.55K | SH | $3.28M 1.57% | 27.55K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.80K | SH | $3.13M 1.50% | 5.80K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 8.95K | SH | $3.06M 1.46% | 8.95K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | Common Stock | 31.17K | SH | $2.99M 1.43% | 31.17K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | Common Stock | 77.33K | SH | $2.97M 1.42% | 77.33K | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG COSOLE | Common Stock | 160.04K | SH | $2.88M 1.38% | 160.04K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 19.95K | SH | $2.85M 1.36% | 19.95K | 0.00 | 0.00 |
LINDE PLCSOLE | Common Stock | 7.25K | SH | $2.76M 1.32% | 7.25K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 177.05K | SH | $2.56M 1.22% | 177.05K | 0.00 | 0.00 |
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