Filed: 11/14/2025ACC: 0002079571-25-000025
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $249.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$249.68M
Total AUM (reported)
2.05M
Total Shares
Allocation by class
COMMON STOCK$247.03M98.9%
ADR$2.65M1.1%
Portfolio Concentration
Top 3$43.18M17.3%
4–10$47.82M19.2%
11–25$53.80M21.5%
Rest$104.87M42.0%
Top 3 weight
17.3%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Sole
Full voting authority
2.05M
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)
Sole190
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings190
Rows:
NVIDIA CORPORATION
SOLEShares91.51K
TypeSH
Market value$17.07M
6.84%
Sole
91.51K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares28.74K
TypeSH
Market value$14.89M
5.96%
Sole
28.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.08K
TypeSH
Market value$11.22M
4.50%
Sole
44.08K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares36.51K
TypeSH
Market value$8.89M
3.56%
Sole
36.51K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares14.74K
TypeSH
Market value$8.38M
3.36%
Sole
14.74K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares8.09K
TypeSH
Market value$7.44M
2.98%
Sole
8.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares31.69K
TypeSH
Market value$6.96M
2.79%
Sole
31.69K
Shared
0.00
None
0.00
VISA INC
SOLEShares17.42K
TypeSH
Market value$5.95M
2.38%
Sole
17.42K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares11.82K
TypeSH
Market value$5.29M
2.12%
Sole
11.82K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.69K
TypeSH
Market value$4.91M
1.97%
Sole
6.69K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares38.06K
TypeSH
Market value$4.83M
1.94%
Sole
38.06K
Shared
0.00
None
0.00
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares47.82K
TypeSH
Market value$4.37M
1.75%
Sole
47.82K
Shared
0.00
None
0.00
SYMBOTIC INC
SOLEShares78.22K
TypeSH
Market value$4.22M
1.69%
Sole
78.22K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares17.66K
TypeSH
Market value$4.10M
1.64%
Sole
17.66K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares24.81K
TypeSH
Market value$4.01M
1.61%
Sole
24.81K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares22.20K
TypeSH
Market value$3.71M
1.49%
Sole
22.20K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares15.05K
TypeSH
Market value$3.57M
1.43%
Sole
15.05K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares7.04K
TypeSH
Market value$3.40M
1.36%
Sole
7.04K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.43K
TypeSH
Market value$3.34M
1.34%
Sole
1.43K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares7.66K
TypeSH
Market value$3.17M
1.27%
Sole
7.66K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares3.39K
TypeSH
Market value$3.12M
1.25%
Sole
3.39K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares29.75K
TypeSH
Market value$3.10M
1.24%
Sole
29.75K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares21.70K
TypeSH
Market value$3.09M
1.24%
Sole
21.70K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.48K
TypeSH
Market value$2.97M
1.19%
Sole
2.48K
Shared
0.00
None
0.00
FEDERAL SIGNAL CORP
SOLEShares23.50K
TypeSH
Market value$2.80M
1.12%
Sole
23.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 91.51K | SH | $17.07M 6.84% | 91.51K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 28.74K | SH | $14.89M 5.96% | 28.74K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 44.08K | SH | $11.22M 4.50% | 44.08K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 36.51K | SH | $8.89M 3.56% | 36.51K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 14.74K | SH | $8.38M 3.36% | 14.74K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 8.09K | SH | $7.44M 2.98% | 8.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 31.69K | SH | $6.96M 2.79% | 31.69K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 17.42K | SH | $5.95M 2.38% | 17.42K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 11.82K | SH | $5.29M 2.12% | 11.82K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Common Stock | 6.69K | SH | $4.91M 1.97% | 6.69K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 38.06K | SH | $4.83M 1.94% | 38.06K | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | Common Stock | 47.82K | SH | $4.37M 1.75% | 47.82K | 0.00 | 0.00 |
SYMBOTIC INCSOLE | Common Stock | 78.22K | SH | $4.22M 1.69% | 78.22K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 17.66K | SH | $4.10M 1.64% | 17.66K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 24.81K | SH | $4.01M 1.61% | 24.81K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 22.20K | SH | $3.71M 1.49% | 22.20K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | Common Stock | 15.05K | SH | $3.57M 1.43% | 15.05K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | Common Stock | 7.04K | SH | $3.40M 1.36% | 7.04K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common Stock | 1.43K | SH | $3.34M 1.34% | 1.43K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | Common Stock | 7.66K | SH | $3.17M 1.27% | 7.66K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 3.39K | SH | $3.12M 1.25% | 3.39K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | Common Stock | 29.75K | SH | $3.10M 1.24% | 29.75K | 0.00 | 0.00 |
DATADOG INCSOLE | Common Stock | 21.70K | SH | $3.09M 1.24% | 21.70K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 2.48K | SH | $2.97M 1.19% | 2.48K | 0.00 | 0.00 |
FEDERAL SIGNAL CORPSOLE | Common Stock | 23.50K | SH | $2.80M 1.12% | 23.50K | 0.00 | 0.00 |
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