Filed: 9/2/2025ACC: 0002079571-25-000017
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $404.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$404.39M
Total AUM (reported)
3.42M
Total Shares
Allocation by class
COMMON STOCK$394.59M97.6%
ADR$6.97M1.7%
ETF$2.82M0.7%
Portfolio Concentration
Top 3$106.15M26.3%
4–10$125.85M31.1%
11–25$137.70M34.1%
Rest$34.68M8.6%
Top 3 weight
26.3%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 3.42M
Sole
Full voting authority
3.42M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares468.12K
TypeSH
Market value$48.17M
11.91%
Sole
468.12K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares175.06K
TypeSH
Market value$36.27M
8.97%
Sole
175.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares77.03K
TypeSH
Market value$21.72M
5.37%
Sole
77.03K
Shared
0.00
None
0.00
RINGCENTRAL INC
SOLEShares98.67K
TypeSH
Market value$21.46M
5.31%
Sole
98.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares7.14K
TypeSH
Market value$19.03M
4.71%
Sole
7.14K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares467.92K
TypeSH
Market value$18.65M
4.61%
Sole
467.92K
Shared
0.00
None
0.00
OPEN LENDING CORP
SOLEShares507.30K
TypeSH
Market value$18.30M
4.52%
Sole
507.30K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares63.52K
TypeSH
Market value$17.23M
4.26%
Sole
63.52K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.84K
TypeSH
Market value$15.90M
3.93%
Sole
4.84K
Shared
0.00
None
0.00
VISA INC
SOLEShares68.65K
TypeSH
Market value$15.29M
3.78%
Sole
68.65K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares43.52K
TypeSH
Market value$15.13M
3.74%
Sole
43.52K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares10.15K
TypeSH
Market value$13.77M
3.40%
Sole
10.15K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares24.36K
TypeSH
Market value$13.32M
3.29%
Sole
24.36K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares38.15K
TypeSH
Market value$10.84M
2.68%
Sole
38.15K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares79.19K
TypeSH
Market value$9.64M
2.38%
Sole
79.19K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares397.40K
TypeSH
Market value$9.61M
2.38%
Sole
397.40K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares28.87K
TypeSH
Market value$8.71M
2.15%
Sole
28.87K
Shared
0.00
None
0.00
ROKU INC
SOLEShares27.60K
TypeSH
Market value$8.65M
2.14%
Sole
27.60K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
SOLEShares51.60K
TypeSH
Market value$8.10M
2.00%
Sole
51.60K
Shared
0.00
None
0.00
ETSY INC
SOLEShares38.25K
TypeSH
Market value$7.96M
1.97%
Sole
38.25K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares66.01K
TypeSH
Market value$7.46M
1.84%
Sole
66.01K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares56.13K
TypeSH
Market value$7.24M
1.79%
Sole
56.13K
Shared
0.00
None
0.00
COMPASS PATHWAYS PLC
SOLEShares233.45K
TypeSH
Market value$6.97M
1.72%
Sole
233.45K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares45.41K
TypeSH
Market value$5.72M
1.41%
Sole
45.41K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares7.38K
TypeSH
Market value$4.59M
1.14%
Sole
7.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 468.12K | SH | $48.17M 11.91% | 468.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 175.06K | SH | $36.27M 8.97% | 175.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 77.03K | SH | $21.72M 5.37% | 77.03K | 0.00 | 0.00 |
RINGCENTRAL INCSOLE | Common Stock | 98.67K | SH | $21.46M 5.31% | 98.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 7.14K | SH | $19.03M 4.71% | 7.14K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 467.92K | SH | $18.65M 4.61% | 467.92K | 0.00 | 0.00 |
OPEN LENDING CORPSOLE | Common Stock | 507.30K | SH | $18.30M 4.52% | 507.30K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 63.52K | SH | $17.23M 4.26% | 63.52K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 4.84K | SH | $15.90M 3.93% | 4.84K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 68.65K | SH | $15.29M 3.78% | 68.65K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 43.52K | SH | $15.13M 3.74% | 43.52K | 0.00 | 0.00 |
SHOPIFY INCSOLE | Common Stock | 10.15K | SH | $13.77M 3.40% | 10.15K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 24.36K | SH | $13.32M 3.29% | 24.36K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 38.15K | SH | $10.84M 2.68% | 38.15K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | Common Stock | 79.19K | SH | $9.64M 2.38% | 79.19K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | Common Stock | 397.40K | SH | $9.61M 2.38% | 397.40K | 0.00 | 0.00 |
CARVANA COSOLE | Common Stock | 28.87K | SH | $8.71M 2.15% | 28.87K | 0.00 | 0.00 |
ROKU INCSOLE | Common Stock | 27.60K | SH | $8.65M 2.14% | 27.60K | 0.00 | 0.00 |
MATCH GROUP INC NEWSOLE | Common Stock | 51.60K | SH | $8.10M 2.00% | 51.60K | 0.00 | 0.00 |
ETSY INCSOLE | Common Stock | 38.25K | SH | $7.96M 1.97% | 38.25K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 66.01K | SH | $7.46M 1.84% | 66.01K | 0.00 | 0.00 |
QUALCOMM INCSOLE | Common Stock | 56.13K | SH | $7.24M 1.79% | 56.13K | 0.00 | 0.00 |
COMPASS PATHWAYS PLCSOLE | ADR | 233.45K | SH | $6.97M 1.72% | 233.45K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | Common Stock | 45.41K | SH | $5.72M 1.41% | 45.41K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 7.38K | SH | $4.59M 1.14% | 7.38K | 0.00 | 0.00 |
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