13F-HR filed by Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 200 holding rows worth $249,307,942.
- Accession
- 0002079571-25-000001
- Filer
- CIK 2079571
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 200 entries on the cover page, a total value of $249,307,942 stated on the cover page (in dollars after the unit check, H1), rows summing to $249,307,942 with VALUE read as dollars as filed, 13F file number 028-25720. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 31,051 | $15,445,078 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 95,225 | $15,044,598 | dollars as filed | |
| Apple Inc | 037833100 | COM | 44,666 | $9,164,123 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 8,330 | $8,563,906 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 15,192 | $8,536,992 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 34,664 | $7,604,935 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 19,134 | $6,793,527 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 11,464 | $6,229,652 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 29,600 | $5,250,744 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 7,010 | $5,174,011 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 11,850 | $4,821,528 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 121,495 | $4,720,081 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 43,915 | $4,667,286 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 15,638 | $4,264,326 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 17,657 | $4,081,945 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 1,525 | $3,985,786 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,560 | $3,428,173 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 26,310 | $3,242,708 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 33,470 | $2,921,596 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 7,661 | $2,896,471 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 27,198 | $2,894,411 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 19,340 | $2,831,376 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 17,335 | $2,803,763 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 20,797 | $2,793,661 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 3,585 | $2,621,997 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 37,662 | $2,574,951 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 36,300 | $2,465,859 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 9,305 | $2,426,930 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 10,437 | $2,388,194 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 51,063 | $2,371,876 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 70,600 | $2,370,748 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 12,386 | $2,312,714 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 15,557 | $2,207,538 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 50,720 | $2,161,686 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 33,150 | $2,122,263 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 3,857 | $2,117,339 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 39,650 | $2,063,783 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 149,700 | $2,053,884 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 6,500 | $2,002,975 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 95,469 | $1,946,613 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 26,735 | $1,891,501 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 2,552 | $1,870,055 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 8,691 | $1,819,461 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,078 | $1,762,073 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 38,900 | $1,722,881 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 10,775 | $1,716,026 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 21,650 | $1,712,728 | dollars as filed | |
| PARSONS CORP DEL COM | 70202L102 | Stock | 20,587 | $1,477,529 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 5,040 | $1,451,419 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,406 | $1,391,856 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 5,039 | $1,388,849 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 7,500 | $1,376,025 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 14,039 | $1,372,733 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 18,845 | $1,363,813 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 48,356 | $1,359,771 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,429 | $1,331,172 | dollars as filed | |
| FRESHPET INC COM | 358039105 | Stock | 18,500 | $1,257,260 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 25,470 | $1,247,775 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 7,310 | $1,234,951 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 9,100 | $1,213,303 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 2,279 | $1,160,717 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 14,970 | $1,158,678 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 5,103 | $1,141,898 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 5,564 | $1,138,617 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 23,973 | $1,134,402 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 13,347 | $1,110,203 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,430 | $1,089,574 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 13,285 | $1,064,394 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 2,000 | $1,054,580 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 8,600 | $1,040,084 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,800 | $1,026,592 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,478 | $1,016,167 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 13,600 | $1,003,000 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 1,715 | $954,620 | dollars as filed | |
| FISERV INC | 337738108 | COM | 5,400 | $931,014 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 20,000 | $925,800 | dollars as filed | |
| MURPHY USA INC COM | 626755102 | Stock | 2,100 | $854,280 | dollars as filed | |
| EXTREME NETWORKS INC | 30226D106 | COM | 47,000 | $843,650 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 6,986 | $828,839 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 11,600 | $816,292 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 2,310 | $767,313 | dollars as filed | |
| NAVITAS SEMICONDUCTOR CORP COM | 63942X106 | Stock | 113,000 | $740,150 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 2,095 | $735,806 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 1,430 | $733,132 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 400 | $731,184 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 4,230 | $728,998 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 6,778 | $728,025 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 2,270 | $702,724 | dollars as filed | |
| ALAMOS GOLD INC COM CL A | 011532108 | Stock | 25,588 | $677,748 | dollars as filed | |
| IRIDIUM COMMUNICATIONS INC | 46269C102 | COM | 22,423 | $676,502 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 10,650 | $667,116 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 13,500 | $657,450 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 9,500 | $649,990 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 4,631 | $534,186 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 10,200 | $530,808 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 898 | $517,913 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,815 | $500,305 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 4,100 | $473,058 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 4,520 | $465,876 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 2,204 | $431,609 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 6,300 | $428,715 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 2,000 | $406,180 | dollars as filed | |
| KEMPER CORP COM | 488401100 | Stock | 6,000 | $387,240 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 1,750 | $381,063 | dollars as filed | |
| Linde plc | G54950103 | COM | 812 | $380,974 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 12,500 | $370,250 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 700 | $351,113 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 650 | $333,001 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 3,600 | $324,468 | dollars as filed | |
| M/I HOMES INC | 55305B101 | COM | 2,800 | $313,936 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,691 | $313,883 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 1,245 | $303,182 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 2,000 | $302,560 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,300 | $299,104 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 600 | $290,340 | dollars as filed | |
| COEUR MNG INC COM NEW | 192108504 | Stock | 32,559 | $288,473 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,545 | $281,391 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 339 | $280,672 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 9,800 | $277,830 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 8,000 | $261,040 | dollars as filed | |
| ADDUS HOMECARE CORP | 006739106 | COM | 2,200 | $253,418 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 700 | $240,352 | dollars as filed | |
| CUSTOMERS BANCORP INC | 23204G100 | COM | 4,000 | $234,960 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 15,000 | $223,200 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 1,455 | $221,160 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 4,985 | $216,100 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 670 | $210,702 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,500 | $204,480 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 2,840 | $204,452 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 700 | $204,036 | dollars as filed | |
| UMB FINL CORP | 902788108 | COM | 1,900 | $199,804 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 1,495 | $169,548 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 2,882 | $167,905 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 900 | $167,517 | dollars as filed | |
| LEVI STRAUSS & CO NEW CL A COM STK | 52736R102 | Stock | 9,000 | $166,410 | dollars as filed | |
| BARRICK GOLD CORP | 067901108 | COM | 7,945 | $164,714 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 630 | $155,301 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 1,453 | $148,656 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 600 | $145,710 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 2,400 | $127,536 | dollars as filed | |
| NOV INC | 62955J103 | COM | 10,000 | $124,300 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 300 | $105,024 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 2,000 | $104,700 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 800 | $102,728 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 796 | $95,210 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 301 | $94,255 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 500 | $79,970 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 100 | $76,734 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 800 | $74,640 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 1,300 | $72,995 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 1,282 | $70,779 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 220 | $58,709 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 650 | $58,331 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,230 | $27,552 | dollars as filed | |
| SYNCHRONYFINL | 87165B103 | STOK | 390 | $26,029 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 100 | $21,276 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 57 | $18,914 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 157 | $17,958 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 60 | $17,687 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 140 | $17,361 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 515 | $14,904 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 203 | $14,561 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 110 | $13,956 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 48 | $13,907 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 43 | $12,894 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 34 | $11,240 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 122 | $11,131 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 67 | $11,129 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 187 | $10,906 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 172 | $10,803 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 88 | $10,789 | dollars as filed | |
| RANGE RES CORP COM | 75281A109 | Stock | 257 | $10,452 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 150 | $10,347 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 37 | $10,331 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 46 | $10,051 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 107 | $9,749 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 25 | $9,724 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 17 | $9,636 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 250 | $9,585 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 193 | $9,498 | dollars as filed | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 9 | $9,443 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 50 | $9,260 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 100 | $9,180 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 60 | $9,165 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 85 | $9,163 | dollars as filed | |
| MACYS INC COM | 55616P104 | Stock | 729 | $8,500 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 30 | $8,228 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 60 | $8,161 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 70 | $7,989 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 48 | $7,308 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 61 | $7,198 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 30 | $6,229 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 4 | $6,083 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 25 | $5,683 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 36 | $5,257 | dollars as filed | |
| Deere & Company | 244199105 | COM | 10 | $5,085 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 16 | $4,992 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 40 | $4,940 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 20 | $4,765 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 80 | $4,690 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002079571-25-000001 | this filing | 2025-08-14 | acceptance time not in the bulk data set |