Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

13F filer · CIK 0002079571

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$300MU.S. long equity reported on 13F

Positions19918 new · 11 closed

Net flow last quarter-$9.6MBuys minus sells

Top 10 positions weight36.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026199 positions
NVDANvidia Corp	$19.4M	6.44%	0.00%	+6.1%	Q1 2020
MSFTMicrosoft Corp	$16.3M	5.42%	0.00%	+29.1%	Q1 2020
GOOGAlphabet Inc.	$14.8M	4.91%	Not reported	+1.4%	Q1 2020
MUMicron Technology Inc	$12.2M	4.07%	0.00%	-41.8%	Q1 2021
AMZNAmazon Com Inc	$11.5M	3.83%	0.00%	+14.4%	Q1 2020
AMDAdvanced Micro Devices Inc	$9.67M	3.22%	0.00%	-52.9%	Q3 2020
AAPLApple Inc.	$7.2M	2.40%	0.00%	-10.6%	Q3 2020
NOWServiceNow, Inc.	$7.11M	2.37%	0.01%	+44.2%	Q1 2020
AVGOBroadcom Inc.	$5.71M	1.90%	0.00%	+2.9%	Q1 2020
METAMeta Platforms, Inc.	$5.64M	1.88%	Not reported	+5.8%	Q1 2020
MAMastercard Inc	$4.73M	1.57%	0.00%	+1.4%	Q1 2020
AXONAxon Enterprise, Inc.	$4.64M	1.54%	0.01%	+107.3%	Q4 2023
PWRQuanta Services, Inc.	$4.6M	1.53%	0.00%	-19.1%	Q1 2023
CRMSalesforce, Inc.	$4.37M	1.45%	0.00%	+33.8%	Q1 2020
ROADConstruction Partners, Inc.	$4.27M	1.42%	0.19%	-0.1%	Q3 2023
DDOGDatadog, Inc.	$4.22M	1.40%	0.02%	-21.1%	Q1 2023
CLHClean Harbors Inc	$4.19M	1.40%	0.03%	-18.0%	Q1 2022
ARMArm Holdings PLC	$4.07M	1.35%	0.00%	-24.3%	Q1 2024
FCXFreeport-Mcmoran Inc	$3.94M	1.31%	0.00%	-11.2%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.75M	1.25%	0.00%	+238.6%	Q1 2023
MRVLMarvell Technology, Inc.	$3.63M	1.21%	0.00%	-17.0%	Q2 2021
VVisa Inc.	$3.28M	1.09%	0.00%	+39.9%	Q1 2020
CATCaterpillar Inc	$3.16M	1.05%	0.00%	-6.3%	Q4 2020
JPMJPMorgan Chase & Co	$3.14M	1.05%	0.00%	+5.4%	Q4 2020
UNPUnion Pacific Corp	$3.09M	1.03%	0.00%	+12.6%	Q1 2021
BNYBank of New York Mellon Corp	$3M	1.00%	0.00%	-5.6%	Q2 2025
GNRCGenerac Holdings Inc.	$3M	1.00%	0.02%	+86.1%	Q1 2026
RKLBRocket Lab Corp	$2.87M	0.96%	0.00%	+45.4%	Q3 2025
KLACKla Corp	$2.6M	0.87%	0.00%	-0.7%	Q1 2026
LITELumentum Holdings Inc.	$2.54M	0.84%	0.00%	Not reported	Q4 2025
LRCXLam Research Corp	$2.47M	0.82%	0.00%	+1.4%	Q1 2026
GSGoldman Sachs Group Inc	$2.45M	0.81%	0.00%	-11.4%	Q4 2025
OSWONESPAWORLD HOLDINGS Ltd	$2.37M	0.79%	0.08%	-5.3%	Q4 2024
FSSFederal Signal Corp	$2.33M	0.78%	0.03%	-15.6%	Q3 2021
XYZBlock, Inc.	$2.31M	0.77%	Not reported	-23.6%	Q1 2023
STXSeagate Technology Holdings plc	$2.23M	0.74%	0.00%	New	Q2 2026
RMBSRambus Inc	$2.21M	0.74%	0.02%	-35.2%	Q4 2022
DXCMDexcom Inc	$2.19M	0.73%	0.01%	Not reported	Q1 2020
CIENCiena Corp	$2.1M	0.70%	0.00%	-1.4%	Q4 2025
LSCCLattice Semiconductor Corp	$2.09M	0.69%	0.01%	-30.1%	Q4 2022
TTMITTM Technologies Inc	$2.06M	0.69%	0.01%	+4.5%	Q4 2025
WABWestinghouse Air Brake Technologies Corp	$2.01M	0.67%	0.00%	-17.0%	Q4 2022
DASHDoorDash, Inc.	$1.97M	0.66%	Not reported	-28.2%	Q2 2025
MPWRMonolithic Power Systems, Inc.	$1.93M	0.64%	0.00%	-48.7%	Q4 2022
MELIMercadolibre Inc	$1.92M	0.64%	0.00%	-9.2%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$1.9M	0.63%	0.00%	+8.5%	Q3 2023
NTRANatera, Inc.	$1.89M	0.63%	0.00%	-3.1%	Q2 2023
ROSTRoss Stores, Inc.	$1.86M	0.62%	0.00%	-6.9%	Q4 2025
PANWPalo Alto Networks Inc	$1.77M	0.59%	0.00%	-0.1%	Q2 2023
CDNSCadence Design Systems Inc	$1.61M	0.54%	0.00%	Not reported	Q4 2022

Q1 2026Reported May 14, 2026191 positions
NVDANvidia Corp	$15.9M	6.57%	0.00%	-8.2%	Q1 2020
MSFTMicrosoft Corp	$12.5M	5.17%	0.00%	+8.6%	Q1 2020
GOOGAlphabet Inc.	$11.8M	4.88%	Not reported	-6.6%	Q1 2020
AMZNAmazon Com Inc	$8.78M	3.63%	0.00%	-7.7%	Q1 2020
AMDAdvanced Micro Devices Inc	$7.19M	2.97%	0.00%	+32.7%	Q3 2020
AAPLApple Inc.	$7.06M	2.92%	0.00%	-18.4%	Q3 2020
MUMicron Technology Inc	$6.16M	2.54%	0.00%	-20.3%	Q1 2021
METAMeta Platforms, Inc.	$5.42M	2.24%	Not reported	-15.4%	Q1 2020
NOWServiceNow, Inc.	$5.19M	2.14%	0.00%	-3.4%	Q1 2020
CLHClean Harbors Inc	$4.91M	2.03%	0.03%	-7.1%	Q1 2022
AVGOBroadcom Inc.	$4.55M	1.88%	0.00%	-8.9%	Q1 2020
MAMastercard Inc	$4.54M	1.88%	0.00%	-21.0%	Q1 2020
PWRQuanta Services, Inc.	$4.33M	1.79%	0.01%	+1.6%	Q1 2023
FCXFreeport-Mcmoran Inc	$4.14M	1.71%	0.00%	+33.4%	Q4 2020
ROADConstruction Partners, Inc.	$4M	1.65%	0.19%	-5.5%	Q3 2023
CRMSalesforce, Inc.	$3.89M	1.61%	0.00%	+19.2%	Q1 2020
MPWRMonolithic Power Systems, Inc.	$2.98M	1.23%	0.01%	-21.3%	Q4 2022
JPMJPMorgan Chase & Co	$2.68M	1.11%	0.00%	-3.3%	Q4 2020
BNYBank of New York Mellon Corp	$2.61M	1.08%	0.00%	+5.3%	Q2 2025
UNPUnion Pacific Corp	$2.45M	1.01%	0.00%	+77.2%	Q1 2021
DDOGDatadog, Inc.	$2.42M	1.00%	0.03%	-1.9%	Q1 2023
XYZBlock, Inc.	$2.4M	0.99%	Not reported	+161.8%	Q1 2023
FSSFederal Signal Corp	$2.32M	0.96%	0.04%	-8.5%	Q3 2021
GSGoldman Sachs Group Inc	$2.31M	0.95%	0.00%	+0.1%	Q4 2025
ARMArm Holdings PLC	$2.29M	0.95%	0.00%	Not reported	Q1 2024
CATCaterpillar Inc	$2.25M	0.93%	0.00%	+7.3%	Q4 2020
WABWestinghouse Air Brake Technologies Corp	$2.25M	0.93%	0.01%	+1.7%	Q4 2022
DASHDoorDash, Inc.	$2.24M	0.92%	Not reported	+510.7%	Q2 2025
ISRGIntuitive Surgical Inc	$2.22M	0.92%	0.00%	-40.1%	Q1 2021
RMBSRambus Inc	$2.21M	0.91%	0.02%	-13.6%	Q4 2022
MELIMercadolibre Inc	$2.15M	0.89%	0.00%	-14.0%	Q2 2023
NFLXNetflix Inc	$2.14M	0.88%	0.00%	-9.4%	Q2 2024
LITELumentum Holdings Inc.	$2.08M	0.86%	0.00%	-20.7%	Q4 2025
VVisa Inc.	$2.07M	0.85%	0.00%	-27.7%	Q1 2020
OSWONESPAWORLD HOLDINGS Ltd	$2.03M	0.84%	0.09%	-12.8%	Q4 2024
ROSTRoss Stores, Inc.	$2.03M	0.84%	0.00%	+230.2%	Q4 2025
NUNu Holdings Ltd.	$2.02M	0.83%	Not reported	-9.0%	Q3 2023
SYMSymbotic Inc.	$1.87M	0.77%	0.01%	-20.6%	Q1 2024
LSCCLattice Semiconductor Corp	$1.81M	0.75%	0.01%	-17.9%	Q4 2022
KRMNKarman Holdings Inc.	$1.77M	0.73%	0.02%	-35.2%	Q4 2025
WMTWalmart Inc.	$1.72M	0.71%	0.00%	-2.3%	Q2 2023
AXONAxon Enterprise, Inc.	$1.7M	0.70%	0.01%	+655.2%	Q4 2023
CIENCiena Corp	$1.69M	0.70%	0.00%	-7.7%	Q4 2025
WMWaste Management Inc	$1.66M	0.68%	0.00%	-34.5%	Q1 2021
MCKMckesson Corp	$1.58M	0.65%	0.00%	+73.5%	Q1 2025
KTOSKratos Defense & Security Solutions, Inc.	$1.5M	0.62%	0.01%	-44.8%	Q2 2024
ONONOn Holding AG	$1.49M	0.62%	0.01%	-0.2%	Q4 2023
MLMMartin Marietta Materials Inc	$1.49M	0.61%	0.00%	-14.7%	Q1 2023
MRVLMarvell Technology, Inc.	$1.45M	0.60%	0.00%	-12.0%	Q2 2021
ORCLOracle Corp	$1.44M	0.60%	0.00%	+0.5%	Q1 2024

Q4 2025Reported Feb 11, 2026181 positions
NVDANvidia Corp	$18.5M	7.01%	0.00%	+8.5%	Q1 2020
MSFTMicrosoft Corp	$15.1M	5.71%	0.00%	+8.4%	Q1 2020
GOOGAlphabet Inc.	$13.8M	5.24%	Not reported	+20.8%	Q1 2020
AMZNAmazon Com Inc	$10.5M	3.99%	0.00%	+44.1%	Q1 2020
AAPLApple Inc.	$9.27M	3.51%	0.00%	-22.6%	Q3 2020
NOWServiceNow, Inc.	$7.87M	2.98%	0.00%	+27.1%	Q1 2020
METAMeta Platforms, Inc.	$7.39M	2.80%	Not reported	+67.3%	Q1 2020
MAMastercard Inc	$6.56M	2.49%	0.00%	-22.0%	Q1 2020
MUMicron Technology Inc	$6.53M	2.47%	0.00%	+3.0%	Q1 2021
AMDAdvanced Micro Devices Inc	$5.7M	2.16%	0.00%	+7.3%	Q3 2020
AVGOBroadcom Inc.	$5.58M	2.11%	0.00%	+356.0%	Q1 2020
CRMSalesforce, Inc.	$4.63M	1.75%	0.00%	+16.2%	Q1 2020
ISRGIntuitive Surgical Inc	$4.56M	1.73%	0.00%	-32.0%	Q1 2021
CLHClean Harbors Inc	$4.32M	1.63%	0.03%	+4.3%	Q1 2022
ROADConstruction Partners, Inc.	$4.13M	1.57%	0.20%	Not reported	Q3 2023
VVisa Inc.	$3.32M	1.26%	0.00%	-45.7%	Q1 2020
PWRQuanta Services, Inc.	$3.28M	1.24%	0.01%	+1.4%	Q1 2023
MPWRMonolithic Power Systems, Inc.	$3.13M	1.19%	0.01%	+2.1%	Q4 2022
JPMJPMorgan Chase & Co	$3.03M	1.15%	0.00%	+67.8%	Q4 2020
MELIMercadolibre Inc	$2.92M	1.10%	0.00%	+1.4%	Q2 2023
KTOSKratos Defense & Security Solutions, Inc.	$2.92M	1.10%	0.02%	-19.7%	Q2 2024
DDOGDatadog, Inc.	$2.85M	1.08%	0.03%	-3.5%	Q1 2023
RMBSRambus Inc	$2.73M	1.04%	0.03%	Not reported	Q4 2022
FCXFreeport-Mcmoran Inc	$2.68M	1.02%	0.00%	+1480.2%	Q4 2020
SYMSymbotic Inc.	$2.63M	1.00%	0.01%	-43.5%	Q1 2024
NUNu Holdings Ltd.	$2.59M	0.98%	Not reported	+7.1%	Q3 2023
FSSFederal Signal Corp	$2.55M	0.97%	0.04%	Not reported	Q3 2021
KRMNKarman Holdings Inc.	$2.5M	0.95%	0.03%	New	Q4 2025
BNYBank of New York Mellon Corp	$2.42M	0.92%	0.00%	+19412.2%	Q2 2025
WMWaste Management Inc	$2.42M	0.92%	0.00%	+5.5%	Q1 2021
GSGoldman Sachs Group Inc	$2.4M	0.91%	0.00%	New	Q4 2025
KVYOKlaviyo, Inc.	$2.31M	0.87%	Not reported	+15.4%	Q4 2024
NFLXNetflix Inc	$2.3M	0.87%	0.00%	-0.7%	Q2 2024
OSWONESPAWORLD HOLDINGS Ltd	$2.11M	0.80%	0.10%	+14.0%	Q4 2024
UBERUber Technologies, Inc	$2.1M	0.80%	0.00%	+727.4%	Q2 2025
ONONOn Holding AG	$2.05M	0.77%	0.01%	+17.8%	Q4 2023
WCNWaste Connections, Inc.	$1.91M	0.72%	0.00%	-12.1%	Q2 2021
ORCLOracle Corp	$1.9M	0.72%	0.00%	+5.6%	Q1 2024
WABWestinghouse Air Brake Technologies Corp	$1.89M	0.71%	0.01%	+1.7%	Q4 2022
MLMMartin Marietta Materials Inc	$1.84M	0.70%	0.00%	-16.8%	Q1 2023
LSCCLattice Semiconductor Corp	$1.75M	0.66%	0.02%	Not reported	Q4 2022
CATCaterpillar Inc	$1.69M	0.64%	0.00%	+0.7%	Q4 2020
RKLBRocket Lab Corp	$1.66M	0.63%	0.00%	+2542.8%	Q3 2025
ARMArm Holdings PLC	$1.66M	0.63%	0.00%	Not reported	Q1 2024
VMCVulcan Materials CO	$1.66M	0.63%	0.00%	-34.1%	Q1 2023
CDNSCadence Design Systems Inc	$1.59M	0.60%	0.00%	-21.5%	Q4 2022
WMTWalmart Inc.	$1.58M	0.60%	0.00%	+0.4%	Q2 2023
TSLATesla, Inc.	$1.57M	0.59%	0.00%	-12.9%	Q4 2023
NTRANatera, Inc.	$1.53M	0.58%	0.00%	-8.6%	Q2 2023
COSTCostco Wholesale Corp	$1.5M	0.57%	0.00%	+49.5%	Q1 2021

Q3 2025Reported Nov 14, 2025189 positions
NVDANvidia Corp	$17.1M	6.84%	0.00%	-3.9%	Q1 2020
MSFTMicrosoft Corp	$14.9M	5.96%	0.00%	-7.4%	Q1 2020
AAPLApple Inc.	$11.2M	4.50%	0.00%	-1.3%	Q3 2020
GOOGAlphabet Inc.	$8.89M	3.56%	Not reported	+23.3%	Q1 2020
MAMastercard Inc	$8.38M	3.36%	0.00%	-3.0%	Q1 2020
NOWServiceNow, Inc.	$7.44M	2.98%	0.00%	-2.9%	Q1 2020
AMZNAmazon Com Inc	$6.96M	2.79%	0.00%	-8.6%	Q1 2020
VVisa Inc.	$5.95M	2.38%	0.00%	-9.0%	Q1 2020
ISRGIntuitive Surgical Inc	$5.29M	2.12%	0.00%	+3.2%	Q1 2021
METAMeta Platforms, Inc.	$4.91M	1.97%	Not reported	-4.6%	Q1 2020
ROADConstruction Partners, Inc.	$4.83M	1.94%	0.20%	-13.3%	Q3 2023
KTOSKratos Defense & Security Solutions, Inc.	$4.37M	1.75%	0.03%	-6.4%	Q2 2024
SYMSymbotic Inc.	$4.22M	1.69%	0.01%	-35.6%	Q1 2024
CLHClean Harbors Inc	$4.1M	1.64%	0.03%	Not reported	Q1 2022
AMDAdvanced Micro Devices Inc	$4.01M	1.61%	0.00%	+59.5%	Q3 2020
MUMicron Technology Inc	$3.71M	1.49%	0.00%	-15.6%	Q1 2021
CRMSalesforce, Inc.	$3.57M	1.43%	0.00%	-3.8%	Q1 2020
MELIMercadolibre Inc	$3.34M	1.34%	0.00%	-6.4%	Q2 2023
PWRQuanta Services, Inc.	$3.17M	1.27%	0.01%	Not reported	Q1 2023
MPWRMonolithic Power Systems, Inc.	$3.12M	1.25%	0.01%	-5.5%	Q4 2022
RMBSRambus Inc	$3.1M	1.24%	0.03%	-10.3%	Q4 2022
DDOGDatadog, Inc.	$3.09M	1.24%	0.03%	+4.3%	Q1 2023
NFLXNetflix Inc	$2.97M	1.19%	0.00%	-3.3%	Q2 2024
FSSFederal Signal Corp	$2.8M	1.12%	0.04%	-13.6%	Q3 2021
VMCVulcan Materials CO	$2.71M	1.08%	0.01%	-5.4%	Q1 2023
ORCLOracle Corp	$2.6M	1.04%	0.00%	Not reported	Q1 2024
XYZBlock, Inc.	$2.58M	1.03%	Not reported	-1.7%	Q1 2023
NUNu Holdings Ltd.	$2.31M	0.93%	Not reported	-3.6%	Q3 2023
WMWaste Management Inc	$2.3M	0.92%	0.00%	Not reported	Q1 2021
CDNSCadence Design Systems Inc	$2.28M	0.91%	0.00%	Not reported	Q4 2022
MLMMartin Marietta Materials Inc	$2.25M	0.90%	0.01%	-7.7%	Q1 2023
WCNWaste Connections, Inc.	$2.18M	0.87%	0.00%	Not reported	Q2 2021
ARMArm Holdings PLC	$2.14M	0.86%	0.00%	-12.6%	Q1 2024
MCKMckesson Corp	$1.97M	0.79%	0.00%	Not reported	Q1 2025
CPCanadian Pacific Kansas City Ltd	$1.91M	0.77%	0.00%	+18.5%	Q3 2023
OSWONESPAWORLD HOLDINGS Ltd	$1.88M	0.75%	0.09%	-6.8%	Q4 2024
QCOMQualcomm Inc	$1.79M	0.72%	0.00%	Not reported	Q3 2020
TSLATesla, Inc.	$1.78M	0.71%	0.00%	+16.9%	Q4 2023
KOCoca Cola Co	$1.77M	0.71%	0.00%	Not reported	Q3 2023
JPMJPMorgan Chase & Co	$1.77M	0.71%	0.00%	-7.7%	Q4 2020
LSCCLattice Semiconductor Corp	$1.74M	0.70%	0.02%	-6.7%	Q4 2022
WABWestinghouse Air Brake Technologies Corp	$1.74M	0.70%	0.01%	Not reported	Q4 2022
SSentinelOne, Inc.	$1.71M	0.68%	Not reported	Not reported	Q4 2023
PSNParsons Corp	$1.71M	0.68%	0.04%	Not reported	Q1 2024
KVYOKlaviyo, Inc.	$1.71M	0.68%	Not reported	-12.8%	Q4 2024
ONONOn Holding AG	$1.58M	0.63%	0.01%	-5.8%	Q4 2023
WMTWalmart Inc.	$1.46M	0.58%	0.00%	+0.6%	Q2 2023
CATCaterpillar Inc	$1.4M	0.56%	0.00%	-14.4%	Q4 2020
VEEVVeeva Systems Inc	$1.39M	0.56%	0.00%	-7.4%	Q4 2022
CMECme Group Inc.	$1.36M	0.55%	0.00%	Not reported	Q1 2025

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