Filed: 9/2/2025ACC: 0002079571-25-000022
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $259.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$259.49M
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COMMON STOCK$240.60M92.7%
ADR$18.20M7.0%
ETF$691.1K0.3%
Portfolio Concentration
Top 3$72.29M27.9%
4–10$109.89M42.3%
11–25$73.41M28.3%
Rest$3.90M1.5%
Top 3 weight
27.9%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
2.51M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
ADVANCED MICRO DEVICES, INC.
SOLEShares512.62K
TypeSH
Market value$26.97M
10.39%
Sole
512.62K
Shared
0.00
None
0.00
RINGCENTRAL, INC.
SOLEShares82.47K
TypeSH
Market value$23.51M
9.06%
Sole
82.47K
Shared
0.00
None
0.00
AMAZON.COM, INC.
SOLEShares7.91K
TypeSH
Market value$21.81M
8.41%
Sole
7.91K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares100.43K
TypeSH
Market value$20.44M
7.88%
Sole
100.43K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDING LIMITED
SOLEShares84.37K
TypeSH
Market value$18.20M
7.01%
Sole
84.37K
Shared
0.00
None
0.00
SALESFORCE, INC.
SOLEShares91.84K
TypeSH
Market value$17.20M
6.63%
Sole
91.84K
Shared
0.00
None
0.00
IRIDIUM COMMUNICATIONS INC
SOLEShares654.02K
TypeSH
Market value$16.64M
6.41%
Sole
654.02K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares36.33K
TypeSH
Market value$13.80M
5.32%
Sole
36.33K
Shared
0.00
None
0.00
SHOPIFY INC.
SOLEShares13.26K
TypeSH
Market value$12.59M
4.85%
Sole
13.26K
Shared
0.00
None
0.00
ALPHABET INC.
SOLEShares7.79K
TypeSH
Market value$11.02M
4.25%
Sole
7.79K
Shared
0.00
None
0.00
SPLUNK INC.
SOLEShares45.91K
TypeSH
Market value$9.12M
3.52%
Sole
45.91K
Shared
0.00
None
0.00
MASTERCARD INC.
SOLEShares28.84K
TypeSH
Market value$8.53M
3.29%
Sole
28.84K
Shared
0.00
None
0.00
HAEMONETICS CORP/MASS
SOLEShares89.37K
TypeSH
Market value$8.00M
3.08%
Sole
89.37K
Shared
0.00
None
0.00
MATCH GROUP INC
SOLEShares74K
TypeSH
Market value$7.92M
3.05%
Sole
74K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares134.50K
TypeSH
Market value$6.86M
2.64%
Sole
134.50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares17.50K
TypeSH
Market value$5.52M
2.13%
Sole
17.50K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares13.58K
TypeSH
Market value$5.51M
2.12%
Sole
13.58K
Shared
0.00
None
0.00
VISA INC.
SOLEShares25.55K
TypeSH
Market value$4.94M
1.90%
Sole
25.55K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares21.64K
TypeSH
Market value$4.91M
1.89%
Sole
21.64K
Shared
0.00
None
0.00
SERVICENOW, INC.
SOLEShares9.04K
TypeSH
Market value$3.66M
1.41%
Sole
9.04K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares17.17K
TypeSH
Market value$3.34M
1.29%
Sole
17.17K
Shared
0.00
None
0.00
UNDER ARMOUR INC.
SOLEShares170.20K
TypeSH
Market value$1.66M
0.64%
Sole
170.20K
Shared
0.00
None
0.00
ASML HOLDING N.V.
SOLEShares170.12K
TypeSH
Market value$1.62M
0.63%
Sole
170.12K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares3K
TypeSH
Market value$936.0K
0.36%
Sole
3K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares4K
TypeSH
Market value$877.7K
0.34%
Sole
4K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES, INC.SOLE | Common Stock | 512.62K | SH | $26.97M 10.39% | 512.62K | 0.00 | 0.00 |
RINGCENTRAL, INC.SOLE | Common Stock | 82.47K | SH | $23.51M 9.06% | 82.47K | 0.00 | 0.00 |
AMAZON.COM, INC.SOLE | Common Stock | 7.91K | SH | $21.81M 8.41% | 7.91K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | Common Stock | 100.43K | SH | $20.44M 7.88% | 100.43K | 0.00 | 0.00 |
ALIBABA GROUP HOLDING LIMITEDSOLE | ADR | 84.37K | SH | $18.20M 7.01% | 84.37K | 0.00 | 0.00 |
SALESFORCE, INC.SOLE | Common Stock | 91.84K | SH | $17.20M 6.63% | 91.84K | 0.00 | 0.00 |
IRIDIUM COMMUNICATIONS INCSOLE | Common Stock | 654.02K | SH | $16.64M 6.41% | 654.02K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Common Stock | 36.33K | SH | $13.80M 5.32% | 36.33K | 0.00 | 0.00 |
SHOPIFY INC.SOLE | Common Stock | 13.26K | SH | $12.59M 4.85% | 13.26K | 0.00 | 0.00 |
ALPHABET INC.SOLE | Common Stock | 7.79K | SH | $11.02M 4.25% | 7.79K | 0.00 | 0.00 |
SPLUNK INC.SOLE | Common Stock | 45.91K | SH | $9.12M 3.52% | 45.91K | 0.00 | 0.00 |
MASTERCARD INC.SOLE | Common Stock | 28.84K | SH | $8.53M 3.29% | 28.84K | 0.00 | 0.00 |
HAEMONETICS CORP/MASSSOLE | Common Stock | 89.37K | SH | $8.00M 3.08% | 89.37K | 0.00 | 0.00 |
MATCH GROUP INCSOLE | Common Stock | 74K | SH | $7.92M 3.05% | 74K | 0.00 | 0.00 |
RAPID7 INCSOLE | Common Stock | 134.50K | SH | $6.86M 2.64% | 134.50K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 17.50K | SH | $5.52M 2.13% | 17.50K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 13.58K | SH | $5.51M 2.12% | 13.58K | 0.00 | 0.00 |
VISA INC.SOLE | Common Stock | 25.55K | SH | $4.94M 1.90% | 25.55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Common Stock | 21.64K | SH | $4.91M 1.89% | 21.64K | 0.00 | 0.00 |
SERVICENOW, INC.SOLE | Common Stock | 9.04K | SH | $3.66M 1.41% | 9.04K | 0.00 | 0.00 |
INSULET CORPSOLE | Common Stock | 17.17K | SH | $3.34M 1.29% | 17.17K | 0.00 | 0.00 |
UNDER ARMOUR INC.SOLE | Common Stock | 170.20K | SH | $1.66M 0.64% | 170.20K | 0.00 | 0.00 |
ASML HOLDING N.V.SOLE | Common Stock | 170.12K | SH | $1.62M 0.63% | 170.12K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | Common Stock | 3K | SH | $936.0K 0.36% | 3K | 0.00 | 0.00 |
TWILIO INCSOLE | Common Stock | 4K | SH | $877.7K 0.34% | 4K | 0.00 | 0.00 |
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