Filed: 5/14/2026ACC: 0002079571-26-000003
📋 What this filing means
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $242.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$242.09M
Total AUM (reported)
1.91M
Total Shares
Allocation by class
COMMON STOCK$238.83M98.7%
ADR$3.26M1.3%
Portfolio Concentration
Top 3$40.24M16.6%
4–10$44.70M18.5%
11–25$47.92M19.8%
Rest$109.23M45.1%
Top 3 weight
16.6%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 1.91M
Sole
Full voting authority
1.91M
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)
Sole191
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings191
Rows:
NVIDIA CORPORATION
SOLEShares91.18K
TypeSH
Market value$15.90M
6.57%
Sole
91.18K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.83K
TypeSH
Market value$12.52M
5.17%
Sole
33.83K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares41.20K
TypeSH
Market value$11.82M
4.88%
Sole
41.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.15K
TypeSH
Market value$8.78M
3.63%
Sole
42.15K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares35.34K
TypeSH
Market value$7.19M
2.97%
Sole
35.34K
Shared
0.00
None
0.00
APPLE INC
SOLEShares27.83K
TypeSH
Market value$7.06M
2.92%
Sole
27.83K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares18.22K
TypeSH
Market value$6.16M
2.54%
Sole
18.22K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.47K
TypeSH
Market value$5.42M
2.24%
Sole
9.47K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares49.65K
TypeSH
Market value$5.19M
2.14%
Sole
49.65K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares17.11K
TypeSH
Market value$4.91M
2.03%
Sole
17.11K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares14.70K
TypeSH
Market value$4.55M
1.88%
Sole
14.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares9.09K
TypeSH
Market value$4.54M
1.88%
Sole
9.09K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares7.89K
TypeSH
Market value$4.33M
1.79%
Sole
7.89K
Shared
0.00
None
0.00
FREEPORT MCMORAN INC
SOLEShares70.49K
TypeSH
Market value$4.14M
1.71%
Sole
70.49K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares35.97K
TypeSH
Market value$4.00M
1.65%
Sole
35.97K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares20.85K
TypeSH
Market value$3.89M
1.61%
Sole
20.85K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares2.72K
TypeSH
Market value$2.98M
1.23%
Sole
2.72K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares9.11K
TypeSH
Market value$2.68M
1.11%
Sole
9.11K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares21.98K
TypeSH
Market value$2.61M
1.08%
Sole
21.98K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares10.10K
TypeSH
Market value$2.45M
1.01%
Sole
10.10K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares20.54K
TypeSH
Market value$2.42M
1.00%
Sole
20.54K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares39.84K
TypeSH
Market value$2.40M
0.99%
Sole
39.84K
Shared
0.00
None
0.00
FEDERAL SIGNAL CORP
SOLEShares21.50K
TypeSH
Market value$2.32M
0.96%
Sole
21.50K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares2.73K
TypeSH
Market value$2.31M
0.95%
Sole
2.73K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares15.15K
TypeSH
Market value$2.29M
0.95%
Sole
15.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Common Stock | 91.18K | SH | $15.90M 6.57% | 91.18K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 33.83K | SH | $12.52M 5.17% | 33.83K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 41.20K | SH | $11.82M 4.88% | 41.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 42.15K | SH | $8.78M 3.63% | 42.15K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | Common Stock | 35.34K | SH | $7.19M 2.97% | 35.34K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 27.83K | SH | $7.06M 2.92% | 27.83K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 18.22K | SH | $6.16M 2.54% | 18.22K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Common Stock | 9.47K | SH | $5.42M 2.24% | 9.47K | 0.00 | 0.00 |
SERVICENOW INCSOLE | Common Stock | 49.65K | SH | $5.19M 2.14% | 49.65K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | Common Stock | 17.11K | SH | $4.91M 2.03% | 17.11K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 14.70K | SH | $4.55M 1.88% | 14.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 9.09K | SH | $4.54M 1.88% | 9.09K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | Common Stock | 7.89K | SH | $4.33M 1.79% | 7.89K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | Common Stock | 70.49K | SH | $4.14M 1.71% | 70.49K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | Common Stock | 35.97K | SH | $4.00M 1.65% | 35.97K | 0.00 | 0.00 |
SALESFORCE INCSOLE | Common Stock | 20.85K | SH | $3.89M 1.61% | 20.85K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | Common Stock | 2.72K | SH | $2.98M 1.23% | 2.72K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Common Stock | 9.11K | SH | $2.68M 1.11% | 9.11K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | Common Stock | 21.98K | SH | $2.61M 1.08% | 21.98K | 0.00 | 0.00 |
UNION PAC CORPSOLE | Common Stock | 10.10K | SH | $2.45M 1.01% | 10.10K | 0.00 | 0.00 |
DATADOG INCSOLE | Common Stock | 20.54K | SH | $2.42M 1.00% | 20.54K | 0.00 | 0.00 |
BLOCK INCSOLE | Common Stock | 39.84K | SH | $2.40M 0.99% | 39.84K | 0.00 | 0.00 |
FEDERAL SIGNAL CORPSOLE | Common Stock | 21.50K | SH | $2.32M 0.96% | 21.50K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | Common Stock | 2.73K | SH | $2.31M 0.95% | 2.73K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | ADR | 15.15K | SH | $2.29M 0.95% | 15.15K | 0.00 | 0.00 |
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