Filed: 9/2/2025ACC: 0002079571-25-000013
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $123.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$123.04M
Total AUM (reported)
1.83M
Total Shares
Allocation by class
COMMON STOCK$123.04M100.0%
Portfolio Concentration
Top 3$23.00M18.7%
4–10$38.41M31.2%
11–25$44.47M36.1%
Rest$17.15M13.9%
Top 3 weight
18.7%
Top 10 weight
49.9%
Voting Authority Distribution
Total shares with voting rights: 1.83M
Sole
Full voting authority
1.83M
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)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
MARVELL TECHNOLOGY INC
SOLEShares197.25K
TypeSH
Market value$8.46M
6.88%
Sole
197.25K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares124.05K
TypeSH
Market value$7.86M
6.39%
Sole
124.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares28.68K
TypeSH
Market value$6.68M
5.43%
Sole
28.68K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares150.47K
TypeSH
Market value$6.68M
5.43%
Sole
150.47K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares53.70K
TypeSH
Market value$6.52M
5.30%
Sole
53.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares63.58K
TypeSH
Market value$6.11M
4.97%
Sole
63.58K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares47.30K
TypeSH
Market value$5.34M
4.34%
Sole
47.30K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares61.71K
TypeSH
Market value$4.97M
4.04%
Sole
61.71K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares12.05K
TypeSH
Market value$4.55M
3.70%
Sole
12.05K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares14.91K
TypeSH
Market value$4.24M
3.45%
Sole
14.91K
Shared
0.00
None
0.00
VISA INC
SOLEShares23.36K
TypeSH
Market value$4.15M
3.37%
Sole
23.36K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares81.10K
TypeSH
Market value$4.06M
3.30%
Sole
81.10K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares27.87K
TypeSH
Market value$4.01M
3.26%
Sole
27.87K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares17.39K
TypeSH
Market value$3.99M
3.24%
Sole
17.39K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares27.95K
TypeSH
Market value$3.81M
3.10%
Sole
27.95K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares31.52K
TypeSH
Market value$3.56M
2.89%
Sole
31.52K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares195.50K
TypeSH
Market value$3.17M
2.58%
Sole
195.50K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares15.01K
TypeSH
Market value$2.92M
2.38%
Sole
15.01K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares61K
TypeSH
Market value$2.45M
1.99%
Sole
61K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares17.14K
TypeSH
Market value$2.36M
1.92%
Sole
17.14K
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares75.70K
TypeSH
Market value$2.29M
1.86%
Sole
75.70K
Shared
0.00
None
0.00
ETSY INC
SOLEShares20.71K
TypeSH
Market value$2.07M
1.69%
Sole
20.71K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
SOLEShares42.84K
TypeSH
Market value$2.05M
1.66%
Sole
42.84K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares24.75K
TypeSH
Market value$1.87M
1.52%
Sole
24.75K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares39.73K
TypeSH
Market value$1.70M
1.39%
Sole
39.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARVELL TECHNOLOGY INCSOLE | Common Stock | 197.25K | SH | $8.46M 6.88% | 197.25K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 124.05K | SH | $7.86M 6.39% | 124.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 28.68K | SH | $6.68M 5.43% | 28.68K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 150.47K | SH | $6.68M 5.43% | 150.47K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 53.70K | SH | $6.52M 5.30% | 53.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 63.58K | SH | $6.11M 4.97% | 63.58K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 47.30K | SH | $5.34M 4.34% | 47.30K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 61.71K | SH | $4.97M 4.04% | 61.71K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 12.05K | SH | $4.55M 3.70% | 12.05K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 14.91K | SH | $4.24M 3.45% | 14.91K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 23.36K | SH | $4.15M 3.37% | 23.36K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 81.10K | SH | $4.06M 3.30% | 81.10K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 27.87K | SH | $4.01M 3.26% | 27.87K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 17.39K | SH | $3.99M 3.24% | 17.39K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 27.95K | SH | $3.81M 3.10% | 27.95K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 31.52K | SH | $3.56M 2.89% | 31.52K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 195.50K | SH | $3.17M 2.58% | 195.50K | 0.00 | 0.00 |
UNION PAC CORPSOLE | Common Stock | 15.01K | SH | $2.92M 2.38% | 15.01K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | Common Stock | 61K | SH | $2.45M 1.99% | 61K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Common Stock | 17.14K | SH | $2.36M 1.92% | 17.14K | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | Common Stock | 75.70K | SH | $2.29M 1.86% | 75.70K | 0.00 | 0.00 |
ETSY INCSOLE | Common Stock | 20.71K | SH | $2.07M 1.69% | 20.71K | 0.00 | 0.00 |
MATCH GROUP INC NEWSOLE | Common Stock | 42.84K | SH | $2.05M 1.66% | 42.84K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | Common Stock | 24.75K | SH | $1.87M 1.52% | 24.75K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 39.73K | SH | $1.70M 1.39% | 39.73K | 0.00 | 0.00 |
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