Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 13F Holdings

CIK 0002079571 · WARSAW, R9

As of Sep 30, 2025, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported 190 positions worth $249.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology91,507 7.1M6.84%
MICROSOFT CORPMSFTTechnology28,743 4.9M5.96%
APPLE INCAAPLTechnology44,078 1.2M4.50%
ALPHABET INCGOOGEquity36,505$8.9M3.56%
MASTERCARD INCMAFinancial Services14,737$8.4M3.36%
SERVICENOW INCNOWTechnology8,088$7.4M2.98%
AMAZON.COM INCAMZNEquity31,687$7.0M2.79%
VISA INC-CLASS A SHARESVFinancial Services17,418$5.9M2.38%
INTUITIVE SURGICAL INCISRGHealthcare11,825$5.3M2.12%
META PLATFORMS INCMETACommunication Services6,691$4.9M1.97%
CONSTRUCTION PARTNERS INCROADIndustrials38,065$4.8M1.94%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials47,820$4.4M1.75%
SYMBOTIC INCSYMIndustrials78,225$4.2M1.69%
CLEAN HARBORS INCCLHIndustrials17,657$4.1M1.64%
ADVANCED MICRO DEVICES INCAMDEquity24,813$4.0M1.61%
MICRON TECHNOLOGY INCMUTechnology22,195$3.7M1.49%
SALESFORCE INCCRMTechnology15,050$3.6M1.43%
CYBERARK SOFTWARE LTDCYBRTechnology7,045$3.4M1.36%
MERCADOLIBRE INCMELIConsumer Cyclical1,428$3.3M1.34%
QUANTA SERVICES INCPWRIndustrials7,661$3.2M1.27%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology3,387$3.1M1.25%
RAMBUS INCRMBSTechnology29,750$3.1M1.24%
DATADOG INCDDOGTechnology21,699$3.1M1.24%
NETFLIX INCNFLXCommunication Services2,475$3.0M1.19%
FEDERAL SIGNAL CORPFSSIndustrials23,498$2.8M1.12%