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13F-HR filed by Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-08-14, with 185 holding rows worth $211,889,637.

Accession
0002079571-25-000002
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 185 entries on the cover page, a total value of $211,889,637 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,889,637 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 filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM103,953$11,266,426dollars as filed
Microsoft Corp594918104COM29,749$11,167,477dollars as filed
Amazon.com, Inc023135106COM51,384$9,776,320dollars as filed
Apple Inc037833100COM30,627$6,803,176dollars as filed
ServiceNow,Inc.81762P102COM8,191$6,521,183dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM40,097$6,264,354dollars as filed
MasterCard, Inc57636Q104COM10,800$5,919,696dollars as filed
Intuitive Surgical,Inc.46120E602COM11,908$5,897,675dollars as filed
Salesforce.com, Inc79466L302COM16,939$4,545,750dollars as filed
Visa Inc92826C839COM12,328$4,320,471dollars as filed
Advanced Micro Devices,Inc.007903107COM41,907$4,305,525dollars as filed
MARVELL TECHNOLOGY INC573874104COM68,445$4,214,159dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock12,110$4,093,180dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS36,770$3,926,668dollars as filed
CLEAN HARBORS INC COM184496107Stock17,457$3,440,775dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A47,465$3,411,310dollars as filed
MERCADOLIBREINC58733R102STOK1,705$3,326,233dollars as filed
DEXCOM INC COM252131107Stock41,920$2,862,717dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock4,615$2,676,608dollars as filed
CME Group Inc. Class A12572Q105COM9,100$2,414,139dollars as filed
SYMBOTIC INC87151X101CLASS A COM114,255$2,309,094dollars as filed
Micron Technology,Inc.595112103COM26,310$2,286,076dollars as filed
RAMBUS INC DEL COM750917106Stock43,650$2,259,979dollars as filed
QUANTA SVCS INC74762E102COM8,751$2,224,329dollars as filed
KLAVIYO INC COM SER A49845K101Stock71,528$2,164,437dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock10,886$2,128,058dollars as filed
DUTCH BROS INC26701L100CL A33,493$2,067,858dollars as filed
META PLATFORMS INC CL A30303M102COM3,536$2,038,009dollars as filed
DATADOGINCCLASSA23804L103STOK20,221$2,006,125dollars as filed
BLOCK INC CL A852234103Stock36,300$1,972,179dollars as filed
FEDERAL SIGNAL CORP313855108COM26,498$1,948,928dollars as filed
VULCAN MATLS CO COM929160109Stock8,305$1,937,557dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK56,949$1,851,412dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock3,857$1,844,147dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock40,750$1,789,740dollars as filed
WABTEC COM929740108Stock9,701$1,759,276dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW58,688$1,742,447dollars as filed
MCKESSON CORP COM58155Q103Stock2,560$1,722,854dollars as filed
Qualcomm Incorporated747525103COM11,154$1,713,366dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock6,500$1,653,145dollars as filed
ONESPAWORLD HOLDINGS LIMITEDP73684113COM95,536$1,604,049dollars as filed
FRESHPET INC COM358039105Stock18,715$1,556,527dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock21,650$1,523,821dollars as filed
TOASTINCCLASSCLASSA888787108STOK45,200$1,499,284dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock28,570$1,498,496dollars as filed
Tesla Motors, Inc88160R101COM5,670$1,469,437dollars as filed
JPMorgan Chase & Co46625H100COM5,860$1,437,458dollars as filed
Costco Wholesale Corporation22160K105COM1,481$1,400,700dollars as filed
HUBSPOTINC443573100STOK2,411$1,377,380dollars as filed
GRIFFON CORP398433102COM18,870$1,349,205dollars as filed
Intercontinental Exchange,Inc.45866F104COM7,500$1,293,750dollars as filed
Coca-Cola Company191216100COM17,470$1,251,201dollars as filed
Walmart Inc.931142103COM14,039$1,232,484dollars as filed
VEEVA SYS INC CL A COM922475108Stock5,310$1,229,955dollars as filed
PARSONS CORP DEL COM70202L102Stock20,608$1,220,200dollars as filed
INGERSOLL RAND INC COM45687V106Stock15,042$1,203,811dollars as filed
Caterpillar Inc.149123101COM3,607$1,189,589dollars as filed
AAON INC000360206COM PAR $0.00414,750$1,152,418dollars as filed
AbbVie,Inc.00287Y109COM5,310$1,112,551dollars as filed
EXTREME NETWORKS INC30226D106COM82,000$1,084,860dollars as filed
Bank of America Corp060505104COM25,154$1,049,676dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM8,600$1,044,384dollars as filed
Wells Fargo & Company949746101COM14,166$1,016,977dollars as filed
S&P Global,Inc.78409V104COM2,000$1,016,200dollars as filed
EMERSON ELEC CO COM291011104Stock9,100$997,724dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock50,126$978,961dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A92,700$949,248dollars as filed
TRADEWEB MKTS INC CL A892672106Stock6,365$944,948dollars as filed
NATERA INC COM632307104Stock6,530$923,407dollars as filed
ANSYS INC COM03662Q105COM2,750$870,540dollars as filed
Waste Management, Inc.94106L109COM3,437$795,700dollars as filed
SYNOPSYS INC COM871607107Stock1,850$793,372dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock15,600$755,196dollars as filed
PALO ALTO NETWORKS INC697435105COM4,382$747,744dollars as filed
PTC INC COM69370C100Stock4,800$743,760dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,102$741,123dollars as filed
FAIR ISAAC CORP COM303250104Stock400$737,664dollars as filed
SNOWFLAKE INC COM SHS833445109Stock4,900$716,184dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock6,139$667,067dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock9,500$627,190dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock10,650$623,238dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM22,423$612,596dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,310$596,858dollars as filed
AUTODESK INC COM052769106Stock2,270$594,286dollars as filed
Union Pacific Corporation907818108COM2,500$590,600dollars as filed
Boston Scientific Corporation101137107COM5,777$582,784dollars as filed
DECKERS OUTDOOR CORP243537107COM5,062$565,982dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock20,228$542,060dollars as filed
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock13,500$527,580dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock4,000$522,320dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS5,406$515,795dollars as filed
CASELLA WASTE SYS INC147448104CL A4,100$457,191dollars as filed
PRIMO BRANDS CORPORATION CLASS A COM SHS741623102Stock12,500$443,625dollars as filed
CSX Corporation126408103COM15,000$441,450dollars as filed
ATLASSIANCORPCLASSA049468101STOK2,000$424,420dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,186$421,157dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock200,000$410,000dollars as filed
Philip Morris International Inc.718172109COM2,500$396,825dollars as filed
MSCI INC COM55354G100Stock700$395,850dollars as filed
CROCS INC COM227046109Stock3,700$392,940dollars as filed
M/I HOMES INC55305B101COM3,339$381,247dollars as filed
Linde plcG54950103COM800$372,512dollars as filed
SWEETGREEN INC87043Q108COM CL A14,780$369,796dollars as filed
KEMPER CORP COM488401100Stock5,500$367,675dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock240$343,819dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock5,500$329,340dollars as filed
MOODYS CORP COM615369105Stock700$325,983dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,332$308,225dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,800$298,800dollars as filed
NOV INC62955J103COM19,500$296,790dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock9,800$296,254dollars as filed
Home Depot, Inc437076102COM800$293,192dollars as filed
KINSALECAPGROUPINC49714P108STOK600$292,026dollars as filed
Progressive Corporation743315103COM993$281,029dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock1,750$280,403dollars as filed
Eli Lilly and Company532457108COM325$268,421dollars as filed
GUARDANT HEALTH INC COM40131M109Stock6,000$255,600dollars as filed
CUSTOMERS BANCORP INC23204G100COM5,000$251,000dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock500$248,855dollars as filed
SHERWIN WILLIAMS CO824348106COM700$244,433dollars as filed
Netflix, Inc64110L106COM250$233,133dollars as filed
POOL CORP COM73278L105Stock700$222,845dollars as filed
EOG RES INC COM26875P101Stock1,709$219,162dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock1,935$218,055dollars as filed
ELFBEAUTYINC26856L103STOK3,400$213,486dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,074$192,102dollars as filed
UMB FINL CORP902788108COM1,900$192,090dollars as filed
MONDAY COM LTD SHSM7S64H106Stock773$187,963dollars as filed
AXONENTERPRISEINC05464C101STOK350$184,082dollars as filed
ConocoPhillips20825C104COM1,668$175,173dollars as filed
ADDUS HOMECARE CORP006739106COM1,700$168,113dollars as filed
COEUR MNG INC COM NEW192108504Stock27,968$165,571dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK2,989$163,558dollars as filed
BOOT BARN HLDGS INC099406100COM1,500$161,145dollars as filed
DUN & BRADSTREET HLDGS INC26484T106COM18,000$160,920dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock9,000$140,310dollars as filed
Broadcom Inc.11135F101COM763$127,749dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,500$126,600dollars as filed
MURPHY USA INC COM626755102Stock266$124,969dollars as filed
AUTOZONE INC COM053332102Stock32$122,009dollars as filed
Johnson & Johnson478160104COM705$116,917dollars as filed
HOWMET AEROSPACE INC COM443201108Stock900$116,757dollars as filed
BARRICK GOLD CORP067901108COM6,001$116,659dollars as filed
FLOWSERVE CORP34354P105COM2,280$111,355dollars as filed
Deere & Company244199105COM213$99,972dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock527$92,631dollars as filed
EXACT SCIENCES CORP COM30063P105Stock2,000$86,580dollars as filed
WIX COM LTD SHSM98068105Stock500$81,690dollars as filed
CAPITAL ONE FINL CORP14040H105COM437$78,354dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock346$71,082dollars as filed
TOLL BROTHERS INC COM889478103Stock670$70,745dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock1,602$70,408dollars as filed
NEWMONT CORP651639106COM1,440$69,523dollars as filed
TIDEWATER INC NEW COM88642R109Stock1,500$63,405dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock289$59,895dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock3,822$57,368dollars as filed
FIFTH THIRD BANCORP COM316773100Stock1,350$52,920dollars as filed
TREX CO INC89531P105COM792$46,015dollars as filed
KROGER CO COM501044101Stock420$28,430dollars as filed
ANTERO RESOURCES CORP COM03674X106Stock570$23,051dollars as filed
Chubb LimitedH1467J104COM76$22,951dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock185$22,890dollars as filed
CORPAY INC COM SHS219948106Stock65$22,667dollars as filed
Elevance Health, Inc.036752103COM50$21,748dollars as filed
FISERV INC337738108COM95$20,979dollars as filed
CUMMINS INC COM231021106Stock65$20,374dollars as filed
CVS Health Corporation126650100COM300$20,325dollars as filed
EAGLE MATLS INC COM26969P108Stock70$15,535dollars as filed
RALPH LAUREN CORP751212101CL A70$15,452dollars as filed
International Business Machines Corporation459200101COM60$14,920dollars as filed
JANUS HENDERSON GROUP PLC ORD SHSG4474Y214Stock380$13,737dollars as filed
RANGE RES CORP COM75281A109Stock300$11,979dollars as filed
CENCORA INC COM03073E105Stock43$11,958dollars as filed
FEDEX CORP COM31428X106Stock46$11,214dollars as filed
OMNICOM GROUP INC COM681919106Stock133$11,027dollars as filed
SYNCHRONYFINL87165B103STOK200$10,588dollars as filed
EXXON MOBIL CORP30231G102COM85$10,109dollars as filed
OWENS CORNING NEW690742101COM70$9,997dollars as filed
COMERICAINC200340107COM160$9,450dollars as filed
MACYS INC COM55616P104Stock750$9,420dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock55$9,246dollars as filed
ARISTA NETWORKS INC040413106COM100$7,748dollars as filed
Amgen Inc.031162100COM20$6,231dollars as filed
ABERCROMBIE & FITCH CO CL A002896207Stock70$5,346dollars as filed
Merck & Co.,Inc.58933Y105COM10$898dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079571-25-000002this filing2025-08-14acceptance time not in the bulk data set