Filed: 9/2/2025ACC: 0002079571-25-000014
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $155.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$155.78M
Total AUM (reported)
2.06M
Total Shares
Allocation by class
COMMON STOCK$155.78M100.0%
Portfolio Concentration
Top 3$28.82M18.5%
4–10$50.17M32.2%
11–25$52.99M34.0%
Rest$23.80M15.3%
Top 3 weight
18.5%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 2.06M
Sole
Full voting authority
2.06M
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)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares133.15K
TypeSH
Market value$10.18M
6.54%
Sole
133.15K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares215.70K
TypeSH
Market value$9.39M
6.03%
Sole
215.70K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares61.01K
TypeSH
Market value$9.25M
5.94%
Sole
61.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares35.65K
TypeSH
Market value$9.16M
5.88%
Sole
35.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.96K
TypeSH
Market value$8.67M
5.56%
Sole
3.96K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares190.47K
TypeSH
Market value$7.15M
4.59%
Sole
190.47K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares14.26K
TypeSH
Market value$6.78M
4.35%
Sole
14.26K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.43K
TypeSH
Market value$6.76M
4.34%
Sole
21.43K
Shared
0.00
None
0.00
VISA INC
SOLEShares30.28K
TypeSH
Market value$5.96M
3.83%
Sole
30.28K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares53.54K
TypeSH
Market value$5.69M
3.65%
Sole
53.54K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares96.50K
TypeSH
Market value$5.33M
3.42%
Sole
96.50K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares30.91K
TypeSH
Market value$5.10M
3.27%
Sole
30.91K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares64.38K
TypeSH
Market value$4.80M
3.08%
Sole
64.38K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares21.05K
TypeSH
Market value$4.59M
2.94%
Sole
21.05K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares35.39K
TypeSH
Market value$4.39M
2.82%
Sole
35.39K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares31.98K
TypeSH
Market value$4.09M
2.62%
Sole
31.98K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares205.50K
TypeSH
Market value$3.35M
2.15%
Sole
205.50K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares14.99K
TypeSH
Market value$3.20M
2.05%
Sole
14.99K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
SOLEShares43.45K
TypeSH
Market value$3.03M
1.94%
Sole
43.45K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares71.13K
TypeSH
Market value$2.79M
1.79%
Sole
71.13K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares23.97K
TypeSH
Market value$2.72M
1.75%
Sole
23.97K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares40.28K
TypeSH
Market value$2.69M
1.73%
Sole
40.28K
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares83.15K
TypeSH
Market value$2.59M
1.66%
Sole
83.15K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares24.75K
TypeSH
Market value$2.27M
1.46%
Sole
24.75K
Shared
0.00
None
0.00
OPEN LENDING CORP
SOLEShares202.15K
TypeSH
Market value$2.07M
1.33%
Sole
202.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 133.15K | SH | $10.18M 6.54% | 133.15K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 215.70K | SH | $9.39M 6.03% | 215.70K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 61.01K | SH | $9.25M 5.94% | 61.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 35.65K | SH | $9.16M 5.88% | 35.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 3.96K | SH | $8.67M 5.56% | 3.96K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 190.47K | SH | $7.15M 4.59% | 190.47K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 14.26K | SH | $6.78M 4.35% | 14.26K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 21.43K | SH | $6.76M 4.34% | 21.43K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 30.28K | SH | $5.96M 3.83% | 30.28K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 53.54K | SH | $5.69M 3.65% | 53.54K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 96.50K | SH | $5.33M 3.42% | 96.50K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 30.91K | SH | $5.10M 3.27% | 30.91K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 64.38K | SH | $4.80M 3.08% | 64.38K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 21.05K | SH | $4.59M 2.94% | 21.05K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 35.39K | SH | $4.39M 2.82% | 35.39K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 31.98K | SH | $4.09M 2.62% | 31.98K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 205.50K | SH | $3.35M 2.15% | 205.50K | 0.00 | 0.00 |
UNION PAC CORPSOLE | Common Stock | 14.99K | SH | $3.20M 2.05% | 14.99K | 0.00 | 0.00 |
MATCH GROUP INC NEWSOLE | Common Stock | 43.45K | SH | $3.03M 1.94% | 43.45K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | Common Stock | 71.13K | SH | $2.79M 1.79% | 71.13K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Common Stock | 23.97K | SH | $2.72M 1.75% | 23.97K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 40.28K | SH | $2.69M 1.73% | 40.28K | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | Common Stock | 83.15K | SH | $2.59M 1.66% | 83.15K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | Common Stock | 24.75K | SH | $2.27M 1.46% | 24.75K | 0.00 | 0.00 |
OPEN LENDING CORPSOLE | Common Stock | 202.15K | SH | $2.07M 1.33% | 202.15K | 0.00 | 0.00 |
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