Filed: 9/2/2025ACC: 0002079571-25-000021
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $322.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$322.10M
Total AUM (reported)
2.52M
Total Shares
Allocation by class
COMMON STOCK$293.99M91.3%
ADR$27.53M8.5%
ETF$582.5K0.2%
Portfolio Concentration
Top 3$95.03M29.5%
4–10$134.88M41.9%
11–25$87.08M27.0%
Rest$5.11M1.6%
Top 3 weight
29.5%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 2.52M
Sole
Full voting authority
2.52M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
ADVANCED MICRO DEVICES, INC.
SOLEShares496.90K
TypeSH
Market value$40.74M
12.65%
Sole
496.90K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDING LIMITED
SOLEShares93.64K
TypeSH
Market value$27.53M
8.55%
Sole
93.64K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares49.45K
TypeSH
Market value$26.76M
8.31%
Sole
49.45K
Shared
0.00
None
0.00
RINGCENTRAL, INC.
SOLEShares93.41K
TypeSH
Market value$25.65M
7.96%
Sole
93.41K
Shared
0.00
None
0.00
AMAZON.COM, INC.
SOLEShares7.74K
TypeSH
Market value$24.36M
7.56%
Sole
7.74K
Shared
0.00
None
0.00
SALESFORCE, INC.
SOLEShares85.24K
TypeSH
Market value$21.42M
6.65%
Sole
85.24K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares100.65K
TypeSH
Market value$21.17M
6.57%
Sole
100.65K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares684.22K
TypeSH
Market value$17.50M
5.43%
Sole
684.22K
Shared
0.00
None
0.00
SHOPIFY INC.
SOLEShares13.29K
TypeSH
Market value$13.60M
4.22%
Sole
13.29K
Shared
0.00
None
0.00
ALPHABET INC.
SOLEShares7.60K
TypeSH
Market value$11.17M
3.47%
Sole
7.60K
Shared
0.00
None
0.00
HAEMONETICS CORP/MASS
SOLEShares118.50K
TypeSH
Market value$10.34M
3.21%
Sole
118.50K
Shared
0.00
None
0.00
MASTERCARD INC.
SOLEShares27.25K
TypeSH
Market value$9.22M
2.86%
Sole
27.25K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares134.50K
TypeSH
Market value$8.24M
2.56%
Sole
134.50K
Shared
0.00
None
0.00
QUALCOMM INC.
SOLEShares69.10K
TypeSH
Market value$8.13M
2.52%
Sole
69.10K
Shared
0.00
None
0.00
SPLUNK INC.
SOLEShares41.49K
TypeSH
Market value$7.81M
2.42%
Sole
41.49K
Shared
0.00
None
0.00
MATCH GROUP INC
SOLEShares70.05K
TypeSH
Market value$7.75M
2.41%
Sole
70.05K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares17.50K
TypeSH
Market value$6.38M
1.98%
Sole
17.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares22.78K
TypeSH
Market value$5.97M
1.85%
Sole
22.78K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares14.33K
TypeSH
Market value$5.91M
1.83%
Sole
14.33K
Shared
0.00
None
0.00
VISA INC.
SOLEShares25.76K
TypeSH
Market value$5.15M
1.60%
Sole
25.76K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares20.37K
TypeSH
Market value$4.82M
1.50%
Sole
20.37K
Shared
0.00
None
0.00
SERVICENOW, INC.
SOLEShares9.12K
TypeSH
Market value$4.42M
1.37%
Sole
9.12K
Shared
0.00
None
0.00
ASML HOLDING N.V.
SOLEShares3.36K
TypeSH
Market value$1.24M
0.38%
Sole
3.36K
Shared
0.00
None
0.00
FIVE BELOW
SOLEShares7K
TypeSH
Market value$889.0K
0.28%
Sole
7K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares20K
TypeSH
Market value$830.2K
0.26%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES, INC.SOLE | Common Stock | 496.90K | SH | $40.74M 12.65% | 496.90K | 0.00 | 0.00 |
ALIBABA GROUP HOLDING LIMITEDSOLE | ADR | 93.64K | SH | $27.53M 8.55% | 93.64K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Common Stock | 49.45K | SH | $26.76M 8.31% | 49.45K | 0.00 | 0.00 |
RINGCENTRAL, INC.SOLE | Common Stock | 93.41K | SH | $25.65M 7.96% | 93.41K | 0.00 | 0.00 |
AMAZON.COM, INC.SOLE | Common Stock | 7.74K | SH | $24.36M 7.56% | 7.74K | 0.00 | 0.00 |
SALESFORCE, INC.SOLE | Common Stock | 85.24K | SH | $21.42M 6.65% | 85.24K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | Common Stock | 100.65K | SH | $21.17M 6.57% | 100.65K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 684.22K | SH | $17.50M 5.43% | 684.22K | 0.00 | 0.00 |
SHOPIFY INC.SOLE | Common Stock | 13.29K | SH | $13.60M 4.22% | 13.29K | 0.00 | 0.00 |
ALPHABET INC.SOLE | Common Stock | 7.60K | SH | $11.17M 3.47% | 7.60K | 0.00 | 0.00 |
HAEMONETICS CORP/MASSSOLE | Common Stock | 118.50K | SH | $10.34M 3.21% | 118.50K | 0.00 | 0.00 |
MASTERCARD INC.SOLE | Common Stock | 27.25K | SH | $9.22M 2.86% | 27.25K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 134.50K | SH | $8.24M 2.56% | 134.50K | 0.00 | 0.00 |
QUALCOMM INC.SOLE | Common Stock | 69.10K | SH | $8.13M 2.52% | 69.10K | 0.00 | 0.00 |
SPLUNK INC.SOLE | Common Stock | 41.49K | SH | $7.81M 2.42% | 41.49K | 0.00 | 0.00 |
MATCH GROUP INCSOLE | Common Stock | 70.05K | SH | $7.75M 2.41% | 70.05K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 17.50K | SH | $6.38M 1.98% | 17.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Common Stock | 22.78K | SH | $5.97M 1.85% | 22.78K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 14.33K | SH | $5.91M 1.83% | 14.33K | 0.00 | 0.00 |
VISA INC.SOLE | Common Stock | 25.76K | SH | $5.15M 1.60% | 25.76K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 20.37K | SH | $4.82M 1.50% | 20.37K | 0.00 | 0.00 |
SERVICENOW, INC.SOLE | Common Stock | 9.12K | SH | $4.42M 1.37% | 9.12K | 0.00 | 0.00 |
ASML HOLDING N.V.SOLE | Common Stock | 3.36K | SH | $1.24M 0.38% | 3.36K | 0.00 | 0.00 |
FIVE BELOWSOLE | Common Stock | 7K | SH | $889.0K 0.28% | 7K | 0.00 | 0.00 |
PINTEREST INCSOLE | Common Stock | 20K | SH | $830.2K 0.26% | 20K | 0.00 | 0.00 |
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