Filed: 9/2/2025ACC: 0002079571-25-000016
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $342.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$342.21M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COMMON STOCK$339.34M99.2%
ETF$2.87M0.8%
Portfolio Concentration
Top 3$88.42M25.8%
4–10$98.43M28.8%
11–25$115.56M33.8%
Rest$39.79M11.6%
Top 3 weight
25.8%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Sole
Full voting authority
2.58M
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)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares224.10K
TypeSH
Market value$32.53M
9.51%
Sole
224.10K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares102.37K
TypeSH
Market value$30.29M
8.85%
Sole
102.37K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares292.86K
TypeSH
Market value$25.61M
7.48%
Sole
292.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.99K
TypeSH
Market value$17.49M
5.11%
Sole
5.99K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.44K
TypeSH
Market value$16.44M
4.80%
Sole
48.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.25K
TypeSH
Market value$14.35M
4.19%
Sole
4.25K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares308.92K
TypeSH
Market value$13.03M
3.81%
Sole
308.92K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares50.22K
TypeSH
Market value$12.82M
3.75%
Sole
50.22K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares8.96K
TypeSH
Market value$12.47M
3.64%
Sole
8.96K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares32.81K
TypeSH
Market value$11.84M
3.46%
Sole
32.81K
Shared
0.00
None
0.00
RINGCENTRAL INC
SOLEShares54.40K
TypeSH
Market value$10.58M
3.09%
Sole
54.40K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares18.86K
TypeSH
Market value$10.21M
2.98%
Sole
18.86K
Shared
0.00
None
0.00
VISA INC
SOLEShares45.19K
TypeSH
Market value$9.85M
2.88%
Sole
45.19K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares71.21K
TypeSH
Market value$9.61M
2.81%
Sole
71.21K
Shared
0.00
None
0.00
OPEN LENDING CORP
SOLEShares382.75K
TypeSH
Market value$8.72M
2.55%
Sole
382.75K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares45.88K
TypeSH
Market value$8.38M
2.45%
Sole
45.88K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares29.35K
TypeSH
Market value$7.91M
2.31%
Sole
29.35K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
SOLEShares51.60K
TypeSH
Market value$6.87M
2.01%
Sole
51.60K
Shared
0.00
None
0.00
ROKU INC
SOLEShares27.60K
TypeSH
Market value$6.52M
1.91%
Sole
27.60K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares299.90K
TypeSH
Market value$6.35M
1.86%
Sole
299.90K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares26.93K
TypeSH
Market value$6.28M
1.83%
Sole
26.93K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares24.91K
TypeSH
Market value$6.22M
1.82%
Sole
24.91K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares51.31K
TypeSH
Market value$6.17M
1.80%
Sole
51.31K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares9.37K
TypeSH
Market value$6.13M
1.79%
Sole
9.37K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares61.30K
TypeSH
Market value$5.76M
1.68%
Sole
61.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 224.10K | SH | $32.53M 9.51% | 224.10K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 102.37K | SH | $30.29M 8.85% | 102.37K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 292.86K | SH | $25.61M 7.48% | 292.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 5.99K | SH | $17.49M 5.11% | 5.99K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 48.44K | SH | $16.44M 4.80% | 48.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 4.25K | SH | $14.35M 4.19% | 4.25K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 308.92K | SH | $13.03M 3.81% | 308.92K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 50.22K | SH | $12.82M 3.75% | 50.22K | 0.00 | 0.00 |
SHOPIFY INCSOLE | Common Stock | 8.96K | SH | $12.47M 3.64% | 8.96K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 32.81K | SH | $11.84M 3.46% | 32.81K | 0.00 | 0.00 |
RINGCENTRAL INCSOLE | Common Stock | 54.40K | SH | $10.58M 3.09% | 54.40K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 18.86K | SH | $10.21M 2.98% | 18.86K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 45.19K | SH | $9.85M 2.88% | 45.19K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 71.21K | SH | $9.61M 2.81% | 71.21K | 0.00 | 0.00 |
OPEN LENDING CORPSOLE | Common Stock | 382.75K | SH | $8.72M 2.55% | 382.75K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 45.88K | SH | $8.38M 2.45% | 45.88K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 29.35K | SH | $7.91M 2.31% | 29.35K | 0.00 | 0.00 |
MATCH GROUP INC NEWSOLE | Common Stock | 51.60K | SH | $6.87M 2.01% | 51.60K | 0.00 | 0.00 |
ROKU INCSOLE | Common Stock | 27.60K | SH | $6.52M 1.91% | 27.60K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 299.90K | SH | $6.35M 1.86% | 299.90K | 0.00 | 0.00 |
CARVANA COSOLE | Common Stock | 26.93K | SH | $6.28M 1.83% | 26.93K | 0.00 | 0.00 |
UNION PAC CORPSOLE | Common Stock | 24.91K | SH | $6.22M 1.82% | 24.91K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 51.31K | SH | $6.17M 1.80% | 51.31K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 9.37K | SH | $6.13M 1.79% | 9.37K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 61.30K | SH | $5.76M 1.68% | 61.30K | 0.00 | 0.00 |
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