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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 2023-12-31, filed 2025-09-02, with 183 holding rows worth $237,236,701.

Accession
0002079571-25-000008
Filed
2025-09-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 183 entries on the cover page, a total value of $237,236,701 stated on the cover page (in dollars after the unit check, H1), rows summing to $237,236,701 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 Corp67066G104COM31,213$15,457,302dollars as filed
Advanced Micro Devices,Inc.007903107COM88,100$12,986,821dollars as filed
Intuitive Surgical,Inc.46120E602COM27,715$9,349,932dollars as filed
MARVELL TECHNOLOGY INC573874104COM140,846$8,494,422dollars as filed
Microsoft Corp594918104COM22,131$8,322,141dollars as filed
Amazon.com, Inc023135106COM53,548$8,136,083dollars as filed
ServiceNow,Inc.81762P102COM10,266$7,252,826dollars as filed
DEXCOM INC COM252131107Stock49,875$6,188,989dollars as filed
Visa Inc92826C839COM23,564$6,134,887dollars as filed
Salesforce.com, Inc79466L302COM22,126$5,822,236dollars as filed
RAMBUS INC DEL COM750917106Stock80,700$5,507,775dollars as filed
MasterCard, Inc57636Q104COM12,257$5,227,733dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM33,908$4,778,654dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM109,943$4,525,254dollars as filed
Micron Technology,Inc.595112103COM47,750$4,074,985dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock5,800$3,658,524dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock23,909$3,496,691dollars as filed
Qualcomm Incorporated747525103COM23,100$3,340,953dollars as filed
DATADOGINCCLASSA23804L103STOK26,785$3,251,163dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock14,430$3,160,891dollars as filed
ELFBEAUTYINC26856L103STOK21,887$3,159,170dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A71,628$3,102,925dollars as filed
INSULET CORP COM45784P101Stock13,110$2,844,608dollars as filed
Coca-Cola Company191216100COM45,034$2,653,854dollars as filed
INTEGRAL AD SCIENCE HLDNG CO45828L108COM180,400$2,595,956dollars as filed
EXTREME NETWORKS INC30226D106COM142,900$2,520,756dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock16,873$2,518,633dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock9,886$2,336,853dollars as filed
QUANTA SVCS INC74762E102COM10,476$2,260,721dollars as filed
ZSCALERINC98980G102STOK9,760$2,162,426dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock249,700$2,015,079dollars as filed
BLOCK INC CL A852234103Stock25,900$2,003,365dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock28,570$1,971,044dollars as filed
PALO ALTO NETWORKS INC697435105COM6,570$1,937,362dollars as filed
EVERI HLDGS INC30034T103COM171,150$1,928,861dollars as filed
SITIME CORP COM82982T106Stock15,611$1,905,791dollars as filed
FIVE BELOW INC COM33829M101Stock8,850$1,886,466dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM7,000$1,787,240dollars as filed
AMBARELLA INCG037AX101SHS28,673$1,757,368dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock6,319$1,721,106dollars as filed
WABTEC COM929740108Stock13,465$1,708,709dollars as filed
INGERSOLL RAND INC COM45687V106Stock21,474$1,660,799dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock18,000$1,623,240dollars as filed
GRIFFON CORP398433102COM25,270$1,540,207dollars as filed
DECKERS OUTDOOR CORP243537107COM2,300$1,537,389dollars as filed
NEOGEN CORP640491106COM76,000$1,528,360dollars as filed
SHERWIN WILLIAMS CO824348106COM4,843$1,510,532dollars as filed
Intercontinental Exchange,Inc.45866F104COM11,500$1,476,945dollars as filed
HUBSPOTINC443573100STOK2,375$1,378,782dollars as filed
Linde plcG54950103COM3,334$1,369,307dollars as filed
EOG RES INC COM26875P101Stock11,003$1,330,813dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock15,697$1,242,013dollars as filed
ANSYS INC COM03662Q105COM3,250$1,179,360dollars as filed
ATLASSIANCORPCLASSA049468101STOK4,949$1,177,169dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,244$1,119,554dollars as filed
Stryker Corporation863667101COM3,650$1,093,029dollars as filed
BILL HOLDINGS INC090043100COM12,800$1,044,352dollars as filed
AbbVie,Inc.00287Y109COM6,600$1,022,802dollars as filed
CLEAN HARBORS INC COM184496107Stock5,787$1,009,889dollars as filed
AUTODESK INC COM052769106Stock4,118$1,002,651dollars as filed
ConocoPhillips20825C104COM8,603$998,550dollars as filed
VEEVA SYS INC CL A COM922475108Stock5,060$974,151dollars as filed
SYNOPSYS INC COM871607107Stock1,850$952,583dollars as filed
UnitedHealth Group Inc91324P102COM1,804$949,752dollars as filed
FLYWIRE CORPORATION302492103COM VTG40,430$935,955dollars as filed
MARATHON PETE CORP COM56585A102Stock6,266$929,624dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock13,300$920,626dollars as filed
Waste Management, Inc.94106L109COM5,093$912,156dollars as filed
Union Pacific Corporation907818108COM3,600$884,232dollars as filed
FEDERAL SIGNAL CORP313855108COM11,400$874,836dollars as filed
CSX Corporation126408103COM24,713$856,800dollars as filed
NATERA INC COM632307104Stock13,600$851,904dollars as filed
PTC INC COM69370C100Stock4,800$839,808dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,650$822,772dollars as filed
BARRICK GOLD CORP067901108COM43,798$791,336dollars as filed
Caterpillar Inc.149123101COM2,669$789,143dollars as filed
LIBERTY ENERGY INC53115L104COM CL A42,590$772,583dollars as filed
VULCAN MATLS CO COM929160109Stock3,321$753,900dollars as filed
DAVE & BUSTERS ENTMT INC238337109COM14,000$753,900dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock27,900$752,463dollars as filed
NIKE,Inc. Class B654106103COM6,500$705,705dollars as filed
SEALED AIR CORP NEW81211K100COM18,500$675,620dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock14,615$662,059dollars as filed
Apple Inc037833100COM3,341$643,243dollars as filed
CERUS CORP157085101COM285,000$615,600dollars as filed
POOL CORP COM73278L105Stock1,448$577,332dollars as filed
AXONICS INC05465P101COM9,200$572,516dollars as filed
ETSY INC29786A106COM6,550$530,877dollars as filed
S&P Global,Inc.78409V104COM1,200$528,624dollars as filed
CELSIUS HLDGS INC15118V207COM NEW9,510$518,485dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock11,503$489,683dollars as filed
AGCO CORP001084102COM4,005$486,247dollars as filed
Home Depot, Inc437076102COM1,330$460,912dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A10,100$439,552dollars as filed
FRESHPET INC COM358039105Stock5,000$433,800dollars as filed
JPMorgan Chase & Co46625H100COM2,458$418,106dollars as filed
NOV INC62955J103COM19,700$399,516dollars as filed
MSCI INC COM55354G100Stock700$395,955dollars as filed
Philip Morris International Inc.718172109COM4,000$376,320dollars as filed
Costco Wholesale Corporation22160K105COM500$330,040dollars as filed
FAIR ISAAC CORP COM303250104Stock280$325,923dollars as filed
NEWMONT CORP651639106COM7,618$315,309dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock1,100$301,400dollars as filed
Wells Fargo & Company949746101COM6,103$300,390dollars as filed
AEROVIRONMENT INC COM008073108Stock2,300$289,892dollars as filed
KINSALECAPGROUPINC49714P108STOK860$288,023dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,615$281,451dollars as filed
MOODYS CORP COM615369105Stock700$273,392dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,615$271,960dollars as filed
CASELLA WASTE SYS INC147448104CL A3,000$256,380dollars as filed
FEDEX CORP COM31428X106Stock987$249,681dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock6,700$248,369dollars as filed
Deere & Company244199105COM590$235,923dollars as filed
ULTA BEAUTY INC COM90384S303Stock475$232,745dollars as filed
DUOLINGO INC CL A COM26603R106Stock990$224,581dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock4,400$224,268dollars as filed
ARISTA NETWORKS INC040413106COM925$217,847dollars as filed
BLOOMIN BRANDS INC094235108COM7,580$213,377dollars as filed
VERISIGN INC COM92343E102Stock1,000$205,960dollars as filed
FLUENCE ENERGY INC34379V103COM CL A8,600$205,110dollars as filed
CROCS INC COM227046109Stock2,166$202,326dollars as filed
MERCADOLIBREINC58733R102STOK125$196,443dollars as filed
MONGODB INC CL A60937P106Stock434$177,441dollars as filed
CALLAWAY GOLF CO131193104COM12,046$172,740dollars as filed
ZIPRECRUITER INC A98980B103COMMON STOCK12,000$166,800dollars as filed
M.D.C. HOLDINGS INC552676108COM3,000$165,750dollars as filed
Walmart Inc.931142103COM1,036$163,325dollars as filed
MONDAY COM LTD SHSM7S64H106Stock845$158,699dollars as filed
Bank of America Corp060505104COM4,665$157,071dollars as filed
AXONENTERPRISEINC05464C101STOK585$151,123dollars as filed
DYNATRACE INC COM NEW268150109Stock2,600$142,194dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock815$139,129dollars as filed
Chevron Corporation166764100COM894$133,349dollars as filed
SENTINELONE INC81730H109CL A4,000$109,760dollars as filed
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock1,432$104,536dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A12,400$103,292dollars as filed
LABORATORY CORP OF AMERICA50540R409COM NEW450$102,281dollars as filed
INSPIRE MED SYS INC COM457730109Stock460$93,578dollars as filed
TOASTINCCLASSCLASSA888787108STOK5,000$91,300dollars as filed
TRADEWEB MKTS INC CL A892672106Stock1,000$90,880dollars as filed
BIOMARIN PHARMACEUTICAL INC09061G101COM940$90,635dollars as filed
LULULEMON ATHLETICA INC550021109COM150$76,693dollars as filed
PRIMO WATER CORPORATION74167P108COM5,000$75,250dollars as filed
BRUKER CORP116794108COM1,000$73,480dollars as filed
REGENXBIO INC75901B107COM4,000$71,800dollars as filed
Tesla Motors, Inc88160R101COM270$67,090dollars as filed
FIRST SOLAR INC COM336433107Stock160$27,565dollars as filed
PAYPALHLDGSINC70450Y103STOK355$21,801dollars as filed
TIDEWATER INC NEW COM88642R109Stock240$17,306dollars as filed
Cisco Systems,Inc.17275R102COM340$17,177dollars as filed
Charles Schwab Corp808513105COM245$16,856dollars as filed
RALPH LAUREN CORP751212101CL A115$16,583dollars as filed
Amgen Inc.031162100COM55$15,841dollars as filed
WESCO INTL INC COM95082P105Stock90$15,649dollars as filed
DOLLAR GEN CORP COM256677105Stock115$15,634dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock140$15,610dollars as filed
TEREX CORP NEW COM880779103Stock255$14,652dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock63$14,470dollars as filed
EAGLE MATLS INC COM26969P108Stock70$14,199dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock170$13,665dollars as filed
Chubb LimitedH1467J104COM60$13,560dollars as filed
VALARIS LTDG9460G101CL A185$12,685dollars as filed
OWENS CORNING NEW690742101COM80$11,858dollars as filed
Johnson & Johnson478160104COM75$11,755dollars as filed
UNITED RENTALS INC COM911363109Stock20$11,468dollars as filed
FISERV INC337738108COM80$10,627dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock70$10,625dollars as filed
AFLAC INC COM001055102Stock120$9,900dollars as filed
Lowes Companies,Inc.548661107COM40$8,902dollars as filed
BECTON DICKINSON & CO075887109COM30$7,315dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock1,150$7,303dollars as filed
BOOT BARN HLDGS INC099406100COM95$7,292dollars as filed
TARGET CORP COM87612E106Stock50$7,121dollars as filed
Elevance Health, Inc.036752103COM15$7,073dollars as filed
Comcast Corp20030N101COM160$7,016dollars as filed
TIMKEN CO887389104COM85$6,813dollars as filed
BERRY GLOBAL GROUP INC08579W103COM100$6,739dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock45$6,613dollars as filed
OMNICOM GROUP INC COM681919106Stock76$6,575dollars as filed
Bristol-Myers Squibb Company110122108COM100$5,131dollars as filed
VALE S A91912E105SPONSORED ADS315$4,996dollars as filed
HALLIBURTON CO COM406216101Stock130$4,699dollars as filed
ARROW ELECTRS INC042735100COM30$3,667dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079571-25-000008this filing2025-09-02acceptance time not in the bulk data set