Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna — 13F Holdings & Portfolio
CIK 2079571 · latest 13F-HR filed 2026-05-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna manages $242.1M in 13F-reported U.S. long-equity assets across 191 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.57%), MSFT (5.17%), GOOG (4.88%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 26 new positions, exited 16, added to 61, and trimmed 87.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$242.1M
Long-equity book
191
Distinct positions
2026-03-31
Filed 2026-05-14
+26 / −16 / ↑61 / ↓87
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DOORDASH INC$1.7M +304.8%
- ROSS STORES INC$1.5M +297.1%
- ADVANCED MICRO DEVICES INC$1.5M +26.1%
- FREEPORT MCMORAN INC$1.5M +54.4%
- BLOCK INC$1.4M +142.0%
Top Trims
- SERVICENOW INC-$2.7M -34.1%
- NVIDIA CORPORATION-$2.6M -14.1%
- MICROSOFT CORP-$2.5M -16.9%
- INTUITIVE SURGICAL INC-$2.3M -51.2%
- APPLE INC-$2.2M -23.8%
New Positions
- KLA CORP$1.3M
- LAM RESEARCH CORP$1.2M
- GENERAC HLDGS INC$1.1M
- SPOTIFY TECHNOLOGY S A$596.4K
- SLB LIMITED$465.5K
Exited Positions
- INTERCONTINENTAL EXCHANGE IN$647.8K
- HUB GROUP INC$596.5K
- BRISTOL-MYERS SQUIBB CO$472.0K
- MONGODB INC$351.3K
- ATLASSIAN CORPORATION$324.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.9M | 6.57% | 91,176 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $12.5M | 5.17% | 33,825 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $11.8M | 4.88% | 41,199 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $8.8M | 3.63% | 42,149 | SH |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $7.2M | 2.97% | 35,338 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $7.1M | 2.92% | 27,830 | SH |
| 7 | MICRON TECHNOLOGY INC | MU | 595112103 | $6.2M | 2.54% | 18,223 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $5.4M | 2.24% | 9,467 | SH |
| 9 | SERVICENOW INC | NOW | 81762P102 | $5.2M | 2.14% | 49,648 | SH |
| 10 | CLEAN HARBORS INC | CLH | 184496107 | $4.9M | 2.03% | 17,107 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $4.5M | 1.88% | 14,695 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.5M | 1.88% | 9,085 | SH |
| 13 | QUANTA SVCS INC | PWR | 74762E102 | $4.3M | 1.79% | 7,890 | SH |
| 14 | FREEPORT MCMORAN INC | FCX | 35671D857 | $4.1M | 1.71% | 70,491 | SH |
| 15 | CONSTRUCTION PARTNERS INC | ROAD | 21044C107 | $4.0M | 1.65% | 35,965 | SH |
| 16 | SALESFORCE INC | CRM | 79466L302 | $3.9M | 1.61% | 20,850 | SH |
| 17 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $3.0M | 1.23% | 2,723 | SH |
| 18 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.7M | 1.11% | 9,111 | SH |
| 19 | BANK NEW YORK MELLON CORP | BK | 064058100 | $2.6M | 1.08% | 21,978 | SH |
| 20 | UNION PAC CORP | UNP | 907818108 | $2.5M | 1.01% | 10,101 | SH |
| 21 | DATADOG INC | DDOG | 23804L103 | $2.4M | 1.00% | 20,538 | SH |
| 22 | BLOCK INC | XYZ | 852234103 | $2.4M | 0.99% | 39,845 | SH |
| 23 | FEDERAL SIGNAL CORP | FSS | 313855108 | $2.3M | 0.96% | 21,498 | SH |
| 24 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $2.3M | 0.95% | 2,730 | SH |
| 25 | ARM HOLDINGS PLC | ARM | 042068205 | $2.3M | 0.95% | 15,155 | SH |
| 26 | CATERPILLAR INC | CAT | 149123101 | $2.2M | 0.93% | 3,172 | SH |
| 27 | WABTEC | WAB | 929740108 | $2.2M | 0.93% | 8,991 | SH |
| 28 | DOORDASH INC | DASH | 25809K105 | $2.2M | 0.92% | 14,900 | SH |
| 29 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $2.2M | 0.92% | 4,820 | SH |
| 30 | RAMBUS INC DEL | RMBS | 750917106 | $2.2M | 0.91% | 25,700 | SH |
| 31 | MERCADOLIBRE INC | MELI | 58733R102 | $2.2M | 0.89% | 1,245 | SH |
| 32 | NETFLIX INC. | NFLX | 64110L106 | $2.1M | 0.88% | 22,265 | SH |
| 33 | LUMENTUM HLDGS INC | LITE | 55024U109 | $2.1M | 0.86% | 2,958 | SH |
| 34 | VISA INC | V | 92826C839 | $2.1M | 0.85% | 6,841 | SH |
| 35 | ONESPAWORLD HOLDINGS LIMITED | OSW | P73684113 | $2.0M | 0.84% | 88,519 | SH |
| 36 | ROSS STORES INC | ROST | 778296103 | $2.0M | 0.84% | 9,367 | SH |
| 37 | NU HLDGS LTD | NU | G6683N103 | $2.0M | 0.83% | 140,630 | SH |
| 38 | SYMBOTIC INC | SYM | 87151X101 | $1.9M | 0.77% | 35,075 | SH |
| 39 | LATTICE SEMICONDUCTOR CORP | LSCC | 518415104 | $1.8M | 0.75% | 19,520 | SH |
| 40 | KARMAN HLDGS INC | KRMN | 485924104 | $1.8M | 0.73% | 22,127 | SH |
| 41 | WALMART INC | WMT | 931142103 | $1.7M | 0.71% | 13,850 | SH |
| 42 | AXON ENTERPRISE INC | AXON | 05464C101 | $1.7M | 0.70% | 3,995 | SH |
| 43 | CIENA CORP | CIEN | 171779309 | $1.7M | 0.70% | 4,351 | SH |
| 44 | WASTE MGMT INC DEL | WM | 94106L109 | $1.7M | 0.68% | 7,207 | SH |
| 45 | MCKESSON CORP | MCK | 58155Q103 | $1.6M | 0.65% | 1,829 | SH |
| 46 | KRATOS DEFENSE & SEC SOLUTIO | KTOS | 50077B207 | $1.5M | 0.62% | 21,213 | SH |
| 47 | ON HLDG AG | ONON | H5919C104 | $1.5M | 0.62% | 43,910 | SH |
| 48 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $1.5M | 0.61% | 2,527 | SH |
| 49 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $1.5M | 0.60% | 14,681 | SH |
| 50 | ORACLE CORP | ORCL | 68389X105 | $1.4M | 0.60% | 9,799 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $242.1M | 191 | 0002079571-26-000003 |
| 2025-12-31 | 2026-02-11 | $264.0M | 181 | 0002079571-26-000001 |
| 2025-09-30 | 2025-11-14 | $249.7M | 190 | 0002079571-25-000025 |