Skip to content

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

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna filed this 13F-HR for the quarter ended 2023-06-30, filed 2025-09-02, with 120 holding rows worth $209,185,219.

Accession
0002079571-25-000010
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 Q2 2023

A holdings report, 120 entries on the cover page, a total value of $209,185,219 stated on the cover page (in dollars after the unit check, H1), rows summing to $209,185,219 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 Corp67066G104COM42,759$18,087,912dollars as filed
Advanced Micro Devices,Inc.007903107COM105,950$12,068,765dollars as filed
MARVELL TECHNOLOGY INC573874104COM193,775$11,583,870dollars as filed
Microsoft Corp594918104COM29,221$9,950,919dollars as filed
DEXCOM INC COM252131107Stock54,180$6,962,672dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM108,433$6,735,858dollars as filed
ServiceNow,Inc.81762P102COM11,738$6,596,404dollars as filed
Amazon.com, Inc023135106COM45,259$5,899,963dollars as filed
Visa Inc92826C839COM22,617$5,371,085dollars as filed
RAMBUS INC DEL COM750917106Stock83,268$5,343,308dollars as filed
Salesforce.com, Inc79466L302COM24,165$5,105,098dollars as filed
MasterCard, Inc57636Q104COM12,940$5,089,302dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM35,505$4,295,040dollars as filed
EXTREME NETWORKS INC30226D106COM163,700$4,264,385dollars as filed
INSULET CORP COM45784P101Stock11,480$3,310,143dollars as filed
Micron Technology,Inc.595112103COM52,150$3,291,186dollars as filed
Qualcomm Incorporated747525103COM27,550$3,279,552dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock5,800$3,133,334dollars as filed
Intuitive Surgical,Inc.46120E602COM8,950$3,060,363dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock31,170$2,994,502dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A77,330$2,971,019dollars as filed
INTEGRAL AD SCIENCE HLDNG CO45828L108COM160,040$2,877,519dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock19,953$2,851,882dollars as filed
Linde plcG54950103COM7,250$2,762,830dollars as filed
EVERI HLDGS INC30034T103COM177,050$2,560,143dollars as filed
AMBARELLA INCG037AX101SHS29,823$2,495,290dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock10,936$2,479,847dollars as filed
ELFBEAUTYINC26856L103STOK20,593$2,352,338dollars as filed
OPEN LENDING CORP68373J104COM210,900$2,216,559dollars as filed
RAPID7 INC COM753422104Stock48,416$2,192,276dollars as filed
FIVE BELOW INC COM33829M101Stock10,970$2,156,044dollars as filed
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock31,958$2,155,248dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock11,600$1,813,428dollars as filed
NEOGEN CORP640491106COM82,000$1,783,500dollars as filed
SITIME CORP COM82982T106Stock14,786$1,744,304dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock8,539$1,676,889dollars as filed
QUANTA SVCS INC74762E102COM7,983$1,568,260dollars as filed
PALO ALTO NETWORKS INC697435105COM6,100$1,558,611dollars as filed
SHERWIN WILLIAMS CO824348106COM5,843$1,551,433dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock6,319$1,481,932dollars as filed
WABTEC COM929740108Stock13,087$1,435,251dollars as filed
EOG RES INC COM26875P101Stock11,982$1,371,220dollars as filed
Accenture Plc Class AG1151C101COM4,395$1,356,209dollars as filed
AGCO CORP001084102COM9,978$1,311,309dollars as filed
Intercontinental Exchange,Inc.45866F104COM11,500$1,300,420dollars as filed
HUBSPOTINC443573100STOK2,395$1,274,356dollars as filed
INGERSOLL RAND INC COM45687V106Stock19,310$1,262,102dollars as filed
XPONENTIAL FITNESS INC A98422X101COMMON STOCK71,000$1,224,750dollars as filed
DECKERS OUTDOOR CORP243537107COM2,300$1,213,618dollars as filed
Stryker Corporation863667101COM3,650$1,113,578dollars as filed
Apple Inc037833100COM5,502$1,067,223dollars as filed
CALLAWAY GOLF CO131193104COM53,046$1,052,963dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock18,950$1,036,565dollars as filed
ETSY INC29786A106COM12,100$1,023,781dollars as filed
Deere & Company244199105COM2,469$1,000,414dollars as filed
AbbVie,Inc.00287Y109COM6,600$889,218dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,650$873,042dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock13,000$845,910dollars as filed
CLEAN HARBORS INC COM184496107Stock5,067$833,167dollars as filed
SYNOPSYS INC COM871607107Stock1,850$805,509dollars as filed
SEALED AIR CORP NEW81211K100COM18,500$740,000dollars as filed
VEEVA SYS INC CL A COM922475108Stock3,600$711,828dollars as filed
Waste Management, Inc.94106L109COM4,093$709,808dollars as filed
AUTODESK INC COM052769106Stock3,398$695,265dollars as filed
FEDERAL SIGNAL CORP313855108COM10,500$672,315dollars as filed
CSX Corporation126408103COM19,713$672,213dollars as filed
S&P Global,Inc.78409V104COM1,600$641,424dollars as filed
POOL CORP COM73278L105Stock1,675$627,522dollars as filed
MATCH GROUP INC NEW57667L107COM14,750$617,288dollars as filed
NIKE,Inc. Class B654106103COM5,500$607,035dollars as filed
DOXIMITY INC CL A26622P107Stock17,000$578,340dollars as filed
DAVE & BUSTERS ENTMT INC238337109COM11,000$490,160dollars as filed
Costco Wholesale Corporation22160K105COM900$484,542dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock1,350$477,414dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS4,500$454,140dollars as filed
BARRICK GOLD CORP067901108COM26,558$448,888dollars as filed
Home Depot, Inc437076102COM1,330$413,151dollars as filed
IDEXX LABS INC COM45168D104Stock800$401,784dollars as filed
CERUS CORP157085101COM145,000$356,700dollars as filed
MOODYS CORP COM615369105Stock1,000$347,720dollars as filed
MSCI INC COM55354G100Stock700$328,503dollars as filed
ULTA BEAUTY INC COM90384S303Stock680$320,005dollars as filed
Union Pacific Corporation907818108COM1,500$306,930dollars as filed
FAIR ISAAC CORP COM303250104Stock350$283,224dollars as filed
DATADOGINCCLASSA23804L103STOK2,790$274,480dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock545$251,621dollars as filed
NOV INC62955J103COM13,900$222,956dollars as filed
LAMB WESTON HLDGS INC513272104COM1,925$221,279dollars as filed
DUOLINGO INC CL A COM26603R106Stock1,515$216,554dollars as filed
MERCADOLIBREINC58733R102STOK182$215,597dollars as filed
ZIPRECRUITER INC A98980B103COMMON STOCK12,000$213,120dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,299$211,960dollars as filed
Boston Scientific Corporation101137107COM3,600$194,724dollars as filed
BLOOMIN BRANDS INC094235108COM7,000$188,230dollars as filed
TOASTINCCLASSCLASSA888787108STOK8,155$184,058dollars as filed
FEDEX CORP COM31428X106Stock711$176,257dollars as filed
VULCAN MATLS CO COM929160109Stock740$166,826dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock4,000$160,280dollars as filed
NEWMONT CORP651639106COM3,539$150,974dollars as filed
INSPIRE MED SYS INC COM457730109Stock460$149,334dollars as filed
FLYWIRE CORPORATION302492103COM VTG4,770$148,061dollars as filed
CELSIUS HLDGS INC15118V207COM NEW970$144,714dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock300$144,240dollars as filed
M.D.C. HOLDINGS INC552676108COM3,000$140,310dollars as filed
NATERA INC COM632307104Stock2,800$136,248dollars as filed
Caterpillar Inc.149123101COM507$124,747dollars as filed
FLUENCE ENERGY INC34379V103COM CL A4,300$114,552dollars as filed
LABORATORY CORP OF AMERICA50540R409COM NEW450$108,598dollars as filed
Walmart Inc.931142103COM535$84,091dollars as filed
PENUMBRA INC COM70975L107Stock230$79,134dollars as filed
DYNATRACE INC COM NEW268150109Stock1,425$73,345dollars as filed
SHOCKWAVE MED INC82489T104COM250$71,353dollars as filed
FOX FACTORY HLDG CORP35138V102COM600$65,106dollars as filed
UnitedHealth Group Inc91324P102COM126$60,561dollars as filed
YETI HLDGS INC COM98585X104Stock1,150$44,666dollars as filed
REGENXBIO INC75901B107COM1,500$29,985dollars as filed
SNOWFLAKE INC COM SHS833445109Stock120$21,118dollars as filed
BLOCK INC CL A852234103Stock300$19,971dollars as filed
BILL HOLDINGS INC090043100COM120$14,022dollars as filed
MONGODB INC CL A60937P106Stock30$12,330dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079571-25-000010this filing2025-09-02acceptance time not in the bulk data set