Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna — 13F Holdings & Portfolio

CIK 2079571 · latest 13F-HR filed 2026-07-21

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna manages $300.5M in 13F-reported U.S. long-equity assets across 199 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.44%), MSFT (5.42%), GOOG (4.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 13, added to 107, and trimmed 46.

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.

Filer Information
Address
UL. MOKOTOWSKA 1
WARSAW 00-640
Phone
48693960940
Filing Manager
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
WARSAW, R9
Signatory
Mateusz Przybysz
Legal advisor
Loading holdings…
AUM

$300.5M

Long-equity book

Holdings

199

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+21 / −13 / ↑107 / ↓46

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$6.1M +98.8%
  • MICROSOFT CORP$3.8M +30.1%
  • NVIDIA CORPORATION$3.5M +21.8%
  • TAIWAN SEMICONDUCTOR MANUFAC$3.0M +378.5%
  • AXON ENTERPRISE INC$2.9M +173.6%
Show all 107

Top Trims

  • INTUITIVE SURGICAL INC-$1.9M -85.7%
  • NETFLIX INC.-$1.9M -88.3%
  • MCKESSON CORP-$1.1M -70.0%
  • MONOLITHIC PWR SYS INC-$1.0M -35.1%
  • CLEAN HARBORS INC-$713.0K -14.5%
Show all 46

New Positions

  • SEAGATE TECHNOLOGY HLDNGS PL$2.2M
  • DEXCOM INC$2.2M
  • APPLIED OPTOELECTRONICS INC$1.5M
  • EATON CORP PLC$1.1M
  • APPLIED INDL TECHNOLOGIES IN$835.2K
Show all 21

Exited Positions

  • CARNIVAL CORP$969.2K
  • CENCORA INC$916.7K
  • AUTODESK INC$543.4K
  • GUIDEWIRE SOFTWARE INC$254.3K
  • ALIBABA GROUP HLDG LTD$187.6K
Show all 13
All Holdings

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 $19.4M 6.44% 96,773 SH
2 MICROSOFT CORP MSFT 594918104 $16.3M 5.42% 43,668 SH
3 ALPHABET INC GOOG 02079K107 $14.8M 4.91% 41,780 SH
4 MICRON TECHNOLOGY INC MU 595112103 $12.2M 4.07% 10,605 SH
5 AMAZON COM INC AMZN 023135106 $11.5M 3.83% 48,233 SH
6 ADVANCED MICRO DEVICES INC AMD 007903107 $9.7M 3.22% 16,639 SH
7 APPLE INC AAPL 037833100 $7.2M 2.40% 24,874 SH
8 SERVICENOW INC NOW 81762P102 $7.1M 2.37% 71,583 SH
9 BROADCOM INC AVGO 11135F101 $5.7M 1.90% 15,124 SH
10 META PLATFORMS INC META 30303M102 $5.6M 1.88% 10,016 SH
11 MASTERCARD INCORPORATED MA 57636Q104 $4.7M 1.57% 9,208 SH
12 AXON ENTERPRISE INC AXON 05464C101 $4.6M 1.54% 8,280 SH
13 QUANTA SVCS INC PWR 74762E102 $4.6M 1.53% 6,385 SH
14 SALESFORCE INC CRM 79466L302 $4.4M 1.45% 27,887 SH
15 CONSTRUCTION PARTNERS INC ROAD 21044C107 $4.3M 1.42% 35,925 SH
16 DATADOG INC DDOG 23804L103 $4.2M 1.40% 16,208 SH
17 CLEAN HARBORS INC CLH 184496107 $4.2M 1.40% 14,032 SH
18 ARM HOLDINGS PLC ARM 042068205 $4.1M 1.35% 11,467 SH
19 FREEPORT MCMORAN INC FCX 35671D857 $3.9M 1.31% 62,621 SH
20 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.7M 1.25% 7,842 SH
21 MARVELL TECHNOLOGY INC MRVL 573874104 $3.6M 1.21% 12,184 SH
22 VISA INC V 92826C839 $3.3M 1.09% 9,569 SH
23 CATERPILLAR INC CAT 149123101 $3.2M 1.05% 2,972 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $3.1M 1.05% 9,602 SH
25 UNION PAC CORP UNP 907818108 $3.1M 1.03% 11,371 SH
26 BANK OF NY MELLON CORP BNY 064058100 $3.0M 1.00% 20,755 SH
27 GENERAC HLDGS INC GNRC 368736104 $3.0M 1.00% 10,248 SH
28 ROCKET LAB CORP RKLB 773121108 $2.9M 0.96% 28,252 SH
29 KLA CORP KLAC 482480100 $2.6M 0.87% 8,616 SH
30 LUMENTUM HLDGS INC LITE 55024U109 $2.5M 0.84% 2,958 SH
31 LAM RESEARCH CORP LRCX 512807306 $2.5M 0.82% 5,695 SH
32 GOLDMAN SACHS GROUP INC GS 38141G104 $2.4M 0.81% 2,418 SH
33 ONESPAWORLD HOLDINGS LIMITED OSW P73684113 $2.4M 0.79% 83,834 SH
34 FEDERAL SIGNAL CORP FSS 313855108 $2.3M 0.78% 18,145 SH
35 BLOCK INC XYZ 852234103 $2.3M 0.77% 30,445 SH
36 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $2.2M 0.74% 2,308 SH
37 RAMBUS INC DEL RMBS 750917106 $2.2M 0.74% 16,650 SH
38 DEXCOM INC DXCM 252131107 $2.2M 0.73% 32,500 SH
39 CIENA CORP CIEN 171779309 $2.1M 0.70% 4,289 SH
40 LATTICE SEMICONDUCTOR CORP LSCC 518415104 $2.1M 0.69% 13,640 SH
41 TTM TECHNOLOGIES INC TTMI 87305R109 $2.1M 0.69% 11,035 SH
42 WABTEC WAB 929740108 $2.0M 0.67% 7,462 SH
43 DOORDASH INC DASH 25809K105 $2.0M 0.66% 10,699 SH
44 MONOLITHIC PWR SYS INC MPWR 609839105 $1.9M 0.64% 1,398 SH
45 MERCADOLIBRE INC MELI 58733R102 $1.9M 0.64% 1,130 SH
46 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.9M 0.63% 2,486 SH
47 NATERA INC NTRA 632307104 $1.9M 0.63% 6,980 SH
48 ROSS STORES INC ROST 778296103 $1.9M 0.62% 8,722 SH
49 PALO ALTO NETWORKS INC PANW 697435105 $1.8M 0.59% 5,192 SH
50 CADENCE DESIGN SYSTEM INC CDNS 127387108 $1.6M 0.54% 4,300 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $300.5M 199 0002079571-26-000004
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