Filed: 9/2/2025ACC: 0002079571-25-000011
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $172.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$172.36M
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COMMON STOCK$171.80M99.7%
ADR$554.8K0.3%
Portfolio Concentration
Top 3$33.53M19.5%
4–10$39.58M23.0%
11–25$46.40M26.9%
Rest$52.85M30.7%
Top 3 weight
19.5%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
2.51M
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)
Sole105
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings105
Rows:
NVIDIA CORPORATION
SOLEShares45.40K
TypeSH
Market value$12.43M
7.21%
Sole
45.40K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares121.53K
TypeSH
Market value$11.90M
6.90%
Sole
121.53K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares212.70K
TypeSH
Market value$9.20M
5.34%
Sole
212.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.08K
TypeSH
Market value$8.26M
4.79%
Sole
29.08K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares107.54K
TypeSH
Market value$6.59M
3.82%
Sole
107.54K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares54.18K
TypeSH
Market value$6.20M
3.60%
Sole
54.18K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares12.15K
TypeSH
Market value$5.34M
3.10%
Sole
12.15K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares22.62K
TypeSH
Market value$4.45M
2.58%
Sole
22.62K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.96K
TypeSH
Market value$4.38M
2.54%
Sole
42.96K
Shared
0.00
None
0.00
VISA INC
SOLEShares19.61K
TypeSH
Market value$4.36M
2.53%
Sole
19.61K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares82.40K
TypeSH
Market value$4.16M
2.42%
Sole
82.40K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.19K
TypeSH
Market value$3.77M
2.19%
Sole
37.19K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.37K
TypeSH
Market value$3.72M
2.16%
Sole
10.37K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares11.48K
TypeSH
Market value$3.64M
2.11%
Sole
11.48K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares28.48K
TypeSH
Market value$3.63M
2.11%
Sole
28.48K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares55.45K
TypeSH
Market value$3.50M
2.03%
Sole
55.45K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares177.05K
TypeSH
Market value$2.99M
1.73%
Sole
177.05K
Shared
0.00
None
0.00
EXTREME NETWORKS INC
SOLEShares163.70K
TypeSH
Market value$2.98M
1.73%
Sole
163.70K
Shared
0.00
None
0.00
LATTICE SEMICONDUCTOR CORP
SOLEShares31.17K
TypeSH
Market value$2.95M
1.71%
Sole
31.17K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares5.80K
TypeSH
Market value$2.89M
1.68%
Sole
5.80K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares18.77K
TypeSH
Market value$2.59M
1.50%
Sole
18.77K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares7.25K
TypeSH
Market value$2.53M
1.47%
Sole
7.25K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares12.47K
TypeSH
Market value$2.51M
1.46%
Sole
12.47K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares30.34K
TypeSH
Market value$2.33M
1.35%
Sole
30.34K
Shared
0.00
None
0.00
AMBARELLA INC
SOLEShares29.03K
TypeSH
Market value$2.22M
1.29%
Sole
29.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 45.40K | SH | $12.43M 7.21% | 45.40K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 121.53K | SH | $11.90M 6.90% | 121.53K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 212.70K | SH | $9.20M 5.34% | 212.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 29.08K | SH | $8.26M 4.79% | 29.08K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 107.54K | SH | $6.59M 3.82% | 107.54K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 54.18K | SH | $6.20M 3.60% | 54.18K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 12.15K | SH | $5.34M 3.10% | 12.15K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 22.62K | SH | $4.45M 2.58% | 22.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 42.96K | SH | $4.38M 2.54% | 42.96K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 19.61K | SH | $4.36M 2.53% | 19.61K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 82.40K | SH | $4.16M 2.42% | 82.40K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 37.19K | SH | $3.77M 2.19% | 37.19K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 10.37K | SH | $3.72M 2.16% | 10.37K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 11.48K | SH | $3.64M 2.11% | 11.48K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 28.48K | SH | $3.63M 2.11% | 28.48K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 55.45K | SH | $3.50M 2.03% | 55.45K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 177.05K | SH | $2.99M 1.73% | 177.05K | 0.00 | 0.00 |
EXTREME NETWORKS INCSOLE | Common Stock | 163.70K | SH | $2.98M 1.73% | 163.70K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | Common Stock | 31.17K | SH | $2.95M 1.71% | 31.17K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 5.80K | SH | $2.89M 1.68% | 5.80K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 18.77K | SH | $2.59M 1.50% | 18.77K | 0.00 | 0.00 |
LINDE PLCSOLE | Common Stock | 7.25K | SH | $2.53M 1.47% | 7.25K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Common Stock | 12.47K | SH | $2.51M 1.46% | 12.47K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | Common Stock | 30.34K | SH | $2.33M 1.35% | 30.34K | 0.00 | 0.00 |
AMBARELLA INCSOLE | Common Stock | 29.03K | SH | $2.22M 1.29% | 29.03K | 0.00 | 0.00 |
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