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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 2023-09-30, filed 2025-09-02, with 161 holding rows worth $186,285,090.

Accession
0002079571-25-000009
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 Q3 2023

A holdings report, 161 entries on the cover page, a total value of $186,285,090 stated on the cover page (in dollars after the unit check, H1), rows summing to $186,285,090 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 Corp67066G104COM32,493$14,134,130dollars as filed
Advanced Micro Devices,Inc.007903107COM90,500$9,305,210dollars as filed
MARVELL TECHNOLOGY INC573874104COM140,846$7,623,994dollars as filed
Microsoft Corp594918104COM21,698$6,851,143dollars as filed
Amazon.com, Inc023135106COM47,715$6,065,531dollars as filed
ServiceNow,Inc.81762P102COM9,267$5,179,882dollars as filed
Visa Inc92826C839COM21,991$5,058,150dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM109,943$5,001,307dollars as filed
MasterCard, Inc57636Q104COM12,062$4,775,466dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM35,828$4,723,922dollars as filed
DEXCOM INC COM252131107Stock50,335$4,696,256dollars as filed
RAMBUS INC DEL COM750917106Stock80,700$4,502,253dollars as filed
Salesforce.com, Inc79466L302COM21,582$4,376,398dollars as filed
EXTREME NETWORKS INC30226D106COM147,500$3,570,975dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A79,280$3,294,084dollars as filed
Micron Technology,Inc.595112103COM47,750$3,248,432dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock19,953$2,679,688dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock5,800$2,679,600dollars as filed
Qualcomm Incorporated747525103COM23,700$2,632,122dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock28,570$2,455,020dollars as filed
Intuitive Surgical,Inc.46120E602COM8,150$2,382,163dollars as filed
EVERI HLDGS INC30034T103COM171,150$2,262,603dollars as filed
ELFBEAUTYINC26856L103STOK20,593$2,261,729dollars as filed
INSULET CORP COM45784P101Stock13,770$2,196,177dollars as filed
RAPID7 INC COM753422104Stock47,660$2,181,875dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock10,936$2,153,626dollars as filed
INTEGRAL AD SCIENCE HLDNG CO45828L108COM180,400$2,144,956dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock12,050$1,973,428dollars as filed
Coca-Cola Company191216100COM33,375$1,868,332dollars as filed
SITIME CORP COM82982T106Stock15,811$1,806,407dollars as filed
FIVE BELOW INC COM33829M101Stock10,450$1,681,405dollars as filed
PALO ALTO NETWORKS INC697435105COM6,660$1,561,370dollars as filed
AMBARELLA INCG037AX101SHS28,673$1,520,529dollars as filed
QUANTA SVCS INC74762E102COM8,112$1,517,512dollars as filed
OPEN LENDING CORP68373J104COM204,750$1,498,770dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock6,319$1,480,542dollars as filed
WABTEC COM929740108Stock13,287$1,412,009dollars as filed
NEOGEN CORP640491106COM76,000$1,409,040dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock18,000$1,404,900dollars as filed
EOG RES INC COM26875P101Stock11,003$1,394,740dollars as filed
SHERWIN WILLIAMS CO824348106COM5,343$1,362,732dollars as filed
Accenture Plc Class AG1151C101COM4,395$1,349,748dollars as filed
Intercontinental Exchange,Inc.45866F104COM11,500$1,265,230dollars as filed
INGERSOLL RAND INC COM45687V106Stock19,310$1,230,433dollars as filed
AGCO CORP001084102COM10,278$1,215,682dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock8,259$1,193,838dollars as filed
DECKERS OUTDOOR CORP243537107COM2,300$1,182,407dollars as filed
Linde plcG54950103COM3,165$1,178,488dollars as filed
HUBSPOTINC443573100STOK2,375$1,169,688dollars as filed
XPONENTIAL FITNESS INC A98422X101COMMON STOCK71,000$1,100,500dollars as filed
ConocoPhillips20825C104COM8,977$1,075,445dollars as filed
NIKE,Inc. Class B654106103COM11,000$1,051,820dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock18,950$1,047,366dollars as filed
VEEVA SYS INC CL A COM922475108Stock5,060$1,029,457dollars as filed
Stryker Corporation863667101COM3,650$997,435dollars as filed
UnitedHealth Group Inc91324P102COM1,976$996,279dollars as filed
Deere & Company244199105COM2,624$990,245dollars as filed
AbbVie,Inc.00287Y109COM6,630$988,268dollars as filed
GRIFFON CORP398433102COM23,300$924,311dollars as filed
MARATHON PETE CORP COM56585A102Stock6,076$919,542dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock13,300$868,756dollars as filed
AUTODESK INC COM052769106Stock4,118$852,055dollars as filed
SYNOPSYS INC COM871607107Stock1,850$849,095dollars as filed
CLEAN HARBORS INC COM184496107Stock5,067$848,013dollars as filed
LIBERTY ENERGY INC53115L104COM CL A42,770$792,100dollars as filed
Waste Management, Inc.94106L109COM5,093$776,377dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,650$757,556dollars as filed
CALLAWAY GOLF CO131193104COM53,046$734,157dollars as filed
ETSY INC29786A106COM11,050$713,609dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock14,775$704,768dollars as filed
FEDERAL SIGNAL CORP313855108COM10,800$645,084dollars as filed
Apple Inc037833100COM3,759$643,578dollars as filed
POOL CORP COM73278L105Stock1,748$622,463dollars as filed
SEALED AIR CORP NEW81211K100COM18,500$607,910dollars as filed
CSX Corporation126408103COM19,713$606,175dollars as filed
S&P Global,Inc.78409V104COM1,600$584,656dollars as filed
MATCH GROUP INC NEW57667L107COM14,750$577,831dollars as filed
BARRICK GOLD CORP067901108COM35,105$514,937dollars as filed
Costco Wholesale Corporation22160K105COM900$508,464dollars as filed
FAIR ISAAC CORP COM303250104Stock550$477,692dollars as filed
CERUS CORP157085101COM285,000$461,700dollars as filed
DAVE & BUSTERS ENTMT INC238337109COM11,900$441,133dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock1,400$427,448dollars as filed
NOV INC62955J103COM19,700$411,730dollars as filed
Home Depot, Inc437076102COM1,330$401,873dollars as filed
DOXIMITY INC CL A26622P107Stock17,000$360,740dollars as filed
MSCI INC COM55354G100Stock700$359,156dollars as filed
DATADOGINCCLASSA23804L103STOK3,885$353,885dollars as filed
MOODYS CORP COM615369105Stock1,000$316,170dollars as filed
Union Pacific Corporation907818108COM1,500$305,445dollars as filed
JPMorgan Chase & Co46625H100COM1,958$283,949dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock7,301$272,254dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock6,700$269,541dollars as filed
KINSALECAPGROUPINC49714P108STOK640$265,043dollars as filed
Caterpillar Inc.149123101COM965$263,445dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A7,000$255,920dollars as filed
Chevron Corporation166764100COM1,494$251,918dollars as filed
DUOLINGO INC CL A COM26603R106Stock1,515$251,293dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock603$247,519dollars as filed
TOASTINCCLASSCLASSA888787108STOK13,155$246,393dollars as filed
MERCADOLIBREINC58733R102STOK182$230,754dollars as filed
FEDEX CORP COM31428X106Stock850$225,182dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,500$217,250dollars as filed
FLYWIRE CORPORATION302492103COM VTG6,430$205,053dollars as filed
NEWMONT CORP651639106COM5,525$204,149dollars as filed
FLUENCE ENERGY INC34379V103COM CL A8,600$197,714dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock4,400$190,696dollars as filed
ULTA BEAUTY INC COM90384S303Stock475$189,739dollars as filed
BLOOMIN BRANDS INC094235108COM7,300$179,507dollars as filed
CELSIUS HLDGS INC15118V207COM NEW970$166,452dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM900$150,642dollars as filed
MONGODB INC CL A60937P106Stock434$150,103dollars as filed
VULCAN MATLS CO COM929160109Stock740$149,495dollars as filed
ZIPRECRUITER INC A98980B103COMMON STOCK12,000$143,880dollars as filed
ARISTA NETWORKS INC040413106COM770$141,626dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock1,697$127,376dollars as filed
Wells Fargo & Company949746101COM3,098$126,584dollars as filed
Bank of America Corp060505104COM4,570$125,127dollars as filed
NATERA INC COM632307104Stock2,800$123,900dollars as filed
M.D.C. HOLDINGS INC552676108COM3,000$123,690dollars as filed
CASELLA WASTE SYS INC147448104CL A1,400$106,820dollars as filed
MONDAY COM LTD SHSM7S64H106Stock670$106,677dollars as filed
FOX FACTORY HLDG CORP35138V102COM1,000$99,080dollars as filed
OKTAINCCLASSA679295105STOK1,200$97,812dollars as filed
INSPIRE MED SYS INC COM457730109Stock460$91,282dollars as filed
ATLASSIANCORPCLASSA049468101STOK449$90,478dollars as filed
LABORATORY CORP OF AMERICA50540R409COM NEW450$90,472dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A12,400$89,900dollars as filed
Walmart Inc.931142103COM535$85,563dollars as filed
BILL HOLDINGS INC090043100COM760$82,513dollars as filed
PAYLOCITY HLDG CORP COM70438V106Stock381$69,228dollars as filed
PRIMO WATER CORPORATION74167P108COM5,000$69,000dollars as filed
Boston Scientific Corporation101137107COM1,300$68,640dollars as filed
DYNATRACE INC COM NEW268150109Stock1,425$66,590dollars as filed
REGENXBIO INC75901B107COM4,000$65,840dollars as filed
BRUKER CORP116794108COM1,000$62,300dollars as filed
SNOWFLAKE INC COM SHS833445109Stock120$18,332dollars as filed
TIDEWATER INC NEW COM88642R109Stock230$16,346dollars as filed
WESCO INTL INC COM95082P105Stock90$12,944dollars as filed
VALARIS LTDG9460G101CL A165$12,372dollars as filed
OWENS CORNING NEW690742101COM80$10,913dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock60$9,971dollars as filed
Amgen Inc.031162100COM35$9,407dollars as filed
Cisco Systems,Inc.17275R102COM160$8,602dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock120$8,509dollars as filed
Chubb LimitedH1467J104COM40$8,327dollars as filed
Lowes Companies,Inc.548661107COM40$8,314dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock80$8,034dollars as filed
Charles Schwab Corp808513105COM145$7,961dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock70$7,215dollars as filed
CENCORA INC COM03073E105Stock40$7,199dollars as filed
CACI INTL INC CL A127190304Stock20$6,279dollars as filed
TIMKEN CO887389104COM85$6,247dollars as filed
Johnson & Johnson478160104COM40$6,230dollars as filed
Merck & Co.,Inc.58933Y105COM60$6,177dollars as filed
Bristol-Myers Squibb Company110122108COM100$5,804dollars as filed
HALLIBURTON CO COM406216101Stock130$5,265dollars as filed
AFLAC INC COM001055102Stock65$4,989dollars as filed
VALE S A91912E105SPONSORED ADS315$4,221dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock75$4,140dollars as filed
ARROW ELECTRS INC042735100COM30$3,757dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079571-25-000009this filing2025-09-02acceptance time not in the bulk data set