Filed: 9/2/2025ACC: 0002079571-25-000015
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $211.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$211.59M
Total AUM (reported)
1.88M
Total Shares
Allocation by class
COMMON STOCK$211.59M100.0%
Portfolio Concentration
Top 3$46.93M22.2%
4–10$61.25M28.9%
11–25$67.79M32.0%
Rest$35.62M16.8%
Top 3 weight
22.2%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Sole
Full voting authority
1.88M
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)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
NVIDIA CORPORATION
SOLEShares63.66K
TypeSH
Market value$17.37M
8.21%
Sole
63.66K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares217.29K
TypeSH
Market value$15.58M
7.36%
Sole
217.29K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares127.81K
TypeSH
Market value$13.98M
6.60%
Sole
127.81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares34.75K
TypeSH
Market value$10.71M
5.06%
Sole
34.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.79K
TypeSH
Market value$10.57M
5.00%
Sole
3.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.70K
TypeSH
Market value$8.81M
4.17%
Sole
2.70K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares16.91K
TypeSH
Market value$8.65M
4.09%
Sole
16.91K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.61K
TypeSH
Market value$7.72M
3.65%
Sole
21.61K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares190.47K
TypeSH
Market value$7.68M
3.63%
Sole
190.47K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares33.41K
TypeSH
Market value$7.09M
3.35%
Sole
33.41K
Shared
0.00
None
0.00
VISA INC
SOLEShares29.36K
TypeSH
Market value$6.51M
3.08%
Sole
29.36K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares21.05K
TypeSH
Market value$5.61M
2.65%
Sole
21.05K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares37.46K
TypeSH
Market value$5.23M
2.47%
Sole
37.46K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
SOLEShares46.57K
TypeSH
Market value$5.06M
2.39%
Sole
46.57K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares31.98K
TypeSH
Market value$4.89M
2.31%
Sole
31.98K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares41.47K
TypeSH
Market value$4.61M
2.18%
Sole
41.47K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares27.95K
TypeSH
Market value$4.43M
2.09%
Sole
27.95K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares6.43K
TypeSH
Market value$4.35M
2.05%
Sole
6.43K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares15.87K
TypeSH
Market value$4.34M
2.05%
Sole
15.87K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares205.50K
TypeSH
Market value$4.32M
2.04%
Sole
205.50K
Shared
0.00
None
0.00
OPEN LENDING CORP
SOLEShares209.35K
TypeSH
Market value$3.96M
1.87%
Sole
209.35K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares7.03K
TypeSH
Market value$3.91M
1.85%
Sole
7.03K
Shared
0.00
None
0.00
RINGCENTRAL INC
SOLEShares30.80K
TypeSH
Market value$3.61M
1.71%
Sole
30.80K
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares85.05K
TypeSH
Market value$3.51M
1.66%
Sole
85.05K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares71.32K
TypeSH
Market value$3.46M
1.63%
Sole
71.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 63.66K | SH | $17.37M 8.21% | 63.66K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 217.29K | SH | $15.58M 7.36% | 217.29K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 127.81K | SH | $13.98M 6.60% | 127.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 34.75K | SH | $10.71M 5.06% | 34.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 3.79K | SH | $10.57M 5.00% | 3.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 2.70K | SH | $8.81M 4.17% | 2.70K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 16.91K | SH | $8.65M 4.09% | 16.91K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 21.61K | SH | $7.72M 3.65% | 21.61K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 190.47K | SH | $7.68M 3.63% | 190.47K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 33.41K | SH | $7.09M 3.35% | 33.41K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 29.36K | SH | $6.51M 3.08% | 29.36K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 21.05K | SH | $5.61M 2.65% | 21.05K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 37.46K | SH | $5.23M 2.47% | 37.46K | 0.00 | 0.00 |
MATCH GROUP INC NEWSOLE | Common Stock | 46.57K | SH | $5.06M 2.39% | 46.57K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 31.98K | SH | $4.89M 2.31% | 31.98K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 41.47K | SH | $4.61M 2.18% | 41.47K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Common Stock | 27.95K | SH | $4.43M 2.09% | 27.95K | 0.00 | 0.00 |
SHOPIFY INCSOLE | Common Stock | 6.43K | SH | $4.35M 2.05% | 6.43K | 0.00 | 0.00 |
UNION PAC CORPSOLE | Common Stock | 15.87K | SH | $4.34M 2.05% | 15.87K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 205.50K | SH | $4.32M 2.04% | 205.50K | 0.00 | 0.00 |
OPEN LENDING CORPSOLE | Common Stock | 209.35K | SH | $3.96M 1.87% | 209.35K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 7.03K | SH | $3.91M 1.85% | 7.03K | 0.00 | 0.00 |
RINGCENTRAL INCSOLE | Common Stock | 30.80K | SH | $3.61M 1.71% | 30.80K | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | Common Stock | 85.05K | SH | $3.51M 1.66% | 85.05K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | Common Stock | 71.32K | SH | $3.46M 1.63% | 71.32K | 0.00 | 0.00 |
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