Filed: 9/2/2025ACC: 0002079571-25-000012
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $130.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$130.77M
Total AUM (reported)
2.16M
Total Shares
Allocation by class
COMMON STOCK$130.77M100.0%
Portfolio Concentration
Top 3$23.16M17.7%
4–10$37.45M28.6%
11–25$41.23M31.5%
Rest$28.93M22.1%
Top 3 weight
17.7%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Sole
Full voting authority
2.16M
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)
Sole87
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings87
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares136.95K
TypeSH
Market value$8.87M
6.78%
Sole
136.95K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares194.55K
TypeSH
Market value$7.21M
5.51%
Sole
194.55K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares137.87K
TypeSH
Market value$7.09M
5.42%
Sole
137.87K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.21K
TypeSH
Market value$7.00M
5.36%
Sole
29.21K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares46K
TypeSH
Market value$6.72M
5.14%
Sole
46K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares58.71K
TypeSH
Market value$6.65M
5.08%
Sole
58.71K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares13.68K
TypeSH
Market value$5.31M
4.06%
Sole
13.68K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares13.88K
TypeSH
Market value$4.09M
3.13%
Sole
13.88K
Shared
0.00
None
0.00
VISA INC
SOLEShares19.11K
TypeSH
Market value$3.97M
3.04%
Sole
19.11K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares27.95K
TypeSH
Market value$3.70M
2.83%
Sole
27.95K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.51K
TypeSH
Market value$3.65M
2.79%
Sole
10.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.37K
TypeSH
Market value$3.56M
2.72%
Sole
42.37K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares31.07K
TypeSH
Market value$3.42M
2.61%
Sole
31.07K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares24.87K
TypeSH
Market value$3.30M
2.52%
Sole
24.87K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares60.85K
TypeSH
Market value$3.04M
2.33%
Sole
60.85K
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares90.20K
TypeSH
Market value$2.99M
2.28%
Sole
90.20K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares71.50K
TypeSH
Market value$2.95M
2.26%
Sole
71.50K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares196.80K
TypeSH
Market value$2.82M
2.16%
Sole
196.80K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares15.92K
TypeSH
Market value$2.82M
2.15%
Sole
15.92K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares31.08K
TypeSH
Market value$2.76M
2.11%
Sole
31.08K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares22.11K
TypeSH
Market value$2.25M
1.72%
Sole
22.11K
Shared
0.00
None
0.00
ETSY INC
SOLEShares17.01K
TypeSH
Market value$2.04M
1.56%
Sole
17.01K
Shared
0.00
None
0.00
EXTREME NETWORKS INC
SOLEShares104.20K
TypeSH
Market value$1.91M
1.46%
Sole
104.20K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares53K
TypeSH
Market value$1.90M
1.45%
Sole
53K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares5.03K
TypeSH
Market value$1.84M
1.41%
Sole
5.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 136.95K | SH | $8.87M 6.78% | 136.95K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 194.55K | SH | $7.21M 5.51% | 194.55K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 137.87K | SH | $7.09M 5.42% | 137.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 29.21K | SH | $7.00M 5.36% | 29.21K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 46K | SH | $6.72M 5.14% | 46K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 58.71K | SH | $6.65M 5.08% | 58.71K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 13.68K | SH | $5.31M 4.06% | 13.68K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 13.88K | SH | $4.09M 3.13% | 13.88K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 19.11K | SH | $3.97M 3.04% | 19.11K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 27.95K | SH | $3.70M 2.83% | 27.95K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 10.51K | SH | $3.65M 2.79% | 10.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 42.37K | SH | $3.56M 2.72% | 42.37K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 31.07K | SH | $3.42M 2.61% | 31.07K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 24.87K | SH | $3.30M 2.52% | 24.87K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 60.85K | SH | $3.04M 2.33% | 60.85K | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | Common Stock | 90.20K | SH | $2.99M 2.28% | 90.20K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | Common Stock | 71.50K | SH | $2.95M 2.26% | 71.50K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 196.80K | SH | $2.82M 2.16% | 196.80K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Common Stock | 15.92K | SH | $2.82M 2.15% | 15.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 31.08K | SH | $2.76M 2.11% | 31.08K | 0.00 | 0.00 |
SITIME CORPSOLE | Common Stock | 22.11K | SH | $2.25M 1.72% | 22.11K | 0.00 | 0.00 |
ETSY INCSOLE | Common Stock | 17.01K | SH | $2.04M 1.56% | 17.01K | 0.00 | 0.00 |
EXTREME NETWORKS INCSOLE | Common Stock | 104.20K | SH | $1.91M 1.46% | 104.20K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 53K | SH | $1.90M 1.45% | 53K | 0.00 | 0.00 |
LILLY ELI & COSOLE | Common Stock | 5.03K | SH | $1.84M 1.41% | 5.03K | 0.00 | 0.00 |
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