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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 2025-09-30, filed 2025-11-14, with 190 holding rows worth $249,683,102.

Accession
0002079571-25-000025
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 190 entries on the cover page, a total value of $249,683,102 stated on the cover page (in dollars after the unit check, H1), rows summing to $249,683,102 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 Corp67066G104COM91,507$17,073,376dollars as filed
Microsoft Corp594918104COM28,743$14,887,437dollars as filed
Apple Inc037833100COM44,078$11,223,581dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM36,505$8,890,793dollars as filed
MasterCard, Inc57636Q104COM14,737$8,382,553dollars as filed
ServiceNow,Inc.81762P102COM8,088$7,443,225dollars as filed
Amazon.com, Inc023135106COM31,687$6,957,515dollars as filed
Visa Inc92826C839COM17,418$5,946,157dollars as filed
Intuitive Surgical,Inc.46120E602COM11,825$5,288,495dollars as filed
META PLATFORMS INC CL A30303M102COM6,691$4,913,737dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A38,065$4,834,255dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW47,820$4,369,313dollars as filed
SYMBOTIC INC87151X101CLASS A COM78,225$4,216,328dollars as filed
CLEAN HARBORS INC COM184496107Stock17,657$4,100,309dollars as filed
Advanced Micro Devices,Inc.007903107COM24,813$4,014,495dollars as filed
Micron Technology,Inc.595112103COM22,195$3,713,667dollars as filed
Salesforce.com, Inc79466L302COM15,050$3,566,850dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock7,045$3,403,792dollars as filed
MERCADOLIBREINC58733R102STOK1,428$3,337,150dollars as filed
QUANTA SVCS INC74762E102COM7,661$3,174,872dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock3,387$3,118,208dollars as filed
RAMBUS INC DEL COM750917106Stock29,750$3,099,950dollars as filed
DATADOGINCCLASSA23804L103STOK21,699$3,089,938dollars as filed
Netflix, Inc64110L106COM2,475$2,967,327dollars as filed
FEDERAL SIGNAL CORP313855108COM23,498$2,796,027dollars as filed
VULCAN MATLS CO COM929160109Stock8,805$2,708,594dollars as filed
Oracle Corporation68389X105COM9,228$2,595,283dollars as filed
BLOCK INC CL A852234103Stock35,667$2,577,654dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A144,300$2,310,243dollars as filed
Waste Management, Inc.94106L109COM10,437$2,304,803dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock6,500$2,283,190dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock3,562$2,245,057dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock12,386$2,177,459dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS15,155$2,144,281dollars as filed
MCKESSON CORP COM58155Q103Stock2,552$1,971,522dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock25,650$1,911,368dollars as filed
ONESPAWORLD HOLDINGS LIMITEDP73684113COM89,019$1,881,862dollars as filed
Qualcomm Incorporated747525103COM10,775$1,792,529dollars as filed
Tesla Motors, Inc88160R101COM4,010$1,783,327dollars as filed
Coca-Cola Company191216100COM26,735$1,773,065dollars as filed
JPMorgan Chase & Co46625H100COM5,612$1,770,193dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock23,770$1,742,816dollars as filed
WABTEC COM929740108Stock8,691$1,742,285dollars as filed
SENTINELONE INC81730H109CL A97,000$1,708,170dollars as filed
PARSONS CORP DEL COM70202L102Stock20,587$1,707,074dollars as filed
KLAVIYO INC COM SER A49845K101Stock61,600$1,705,704dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock37,350$1,581,773dollars as filed
Walmart Inc.931142103COM14,129$1,456,135dollars as filed
Caterpillar Inc.149123101COM2,934$1,399,958dollars as filed
VEEVA SYS INC CL A COM922475108Stock4,665$1,389,750dollars as filed
CME Group Inc. Class A12572Q105COM5,039$1,361,487dollars as filed
GRIFFON CORP398433102COM17,845$1,358,897dollars as filed
AAON INC000360206COM PAR $0.00413,600$1,270,784dollars as filed
Intercontinental Exchange,Inc.45866F104COM7,500$1,263,600dollars as filed
MARVELL TECHNOLOGY INC573874104COM14,681$1,234,232dollars as filed
NATERA INC COM632307104Stock7,310$1,176,691dollars as filed
Bank of America Corp060505104COM22,803$1,176,407dollars as filed
PALO ALTO NETWORKS INC697435105COM5,736$1,167,964dollars as filed
Broadcom Inc.11135F101COM3,537$1,166,892dollars as filed
SNOWFLAKE INC COM SHS833445109Stock5,070$1,143,538dollars as filed
Home Depot, Inc437076102COM2,800$1,134,532dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock39,106$1,130,554dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,279$1,117,576dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM8,600$1,107,680dollars as filed
Costco Wholesale Corporation22160K105COM1,164$1,077,433dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock6,292$1,060,313dollars as filed
Wells Fargo & Company949746101COM12,613$1,057,222dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK25,802$1,043,691dollars as filed
INGERSOLL RAND INC COM45687V106Stock12,499$1,032,667dollars as filed
S&P Global,Inc.78409V104COM2,000$973,420dollars as filed
DUTCH BROS INC26701L100CL A17,790$931,129dollars as filed
Bristol-Myers Squibb Company110122108COM20,000$902,000dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock113,000$815,860dollars as filed
MURPHY USA INC COM626755102Stock2,100$815,346dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,310$807,414dollars as filed
HUBSPOTINC443573100STOK1,715$802,277dollars as filed
TOASTINCCLASSCLASSA888787108STOK21,900$799,569dollars as filed
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock15,000$793,350dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock22,478$783,929dollars as filed
PTC INC COM69370C100Stock3,565$723,766dollars as filed
EMERSON ELEC CO COM291011104Stock5,500$721,490dollars as filed
AUTODESK INC COM052769106Stock2,270$721,111dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock10,650$716,851dollars as filed
FISERV INC337738108COM5,400$696,222dollars as filed
EXTREME NETWORKS INC30226D106COM33,700$695,905dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock9,500$692,740dollars as filed
COEUR MNG INC COM NEW192108504Stock36,875$691,775dollars as filed
Boston Scientific Corporation101137107COM7,058$689,073dollars as filed
GUARDANT HEALTH INC COM40131M109Stock10,800$674,784dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock10,065$646,374dollars as filed
McDonalds Corporation580135101COM2,098$637,561dollars as filed
APPLOVIN CORP COM CL A03831W108Stock870$625,130dollars as filed
TRADEWEB MKTS INC CL A892672106Stock5,540$614,829dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,136$614,651dollars as filed
FAIR ISAAC CORP COM303250104Stock400$598,612dollars as filed
SHERWIN WILLIAMS CO824348106COM1,700$588,642dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock6,750$569,228dollars as filed
FRESHPET INC COM358039105Stock10,300$567,633dollars as filed
M/I HOMES INC55305B101COM3,350$483,874dollars as filed
MSCI INC COM55354G100Stock839$476,057dollars as filed
DECKERS OUTDOOR CORP243537107COM4,520$458,192dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock710$416,088dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock1,750$393,015dollars as filed
AbbVie,Inc.00287Y109COM1,691$391,534dollars as filed
CASELLA WASTE SYS INC147448104CL A4,100$389,008dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock3,600$388,116dollars as filed
Linde plcG54950103COM812$385,700dollars as filed
MOODYS CORP COM615369105Stock700$333,536dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock2,000$326,800dollars as filed
ATLASSIANCORPCLASSA049468101STOK2,000$319,400dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock1,458$312,872dollars as filed
Union Pacific Corporation907818108COM1,300$307,281dollars as filed
Uber Technologies90353T100COM3,109$304,589dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,225$287,851dollars as filed
PRIMO BRANDS CORPORATION CLASS A COM SHS741623102Stock12,500$276,250dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,500$273,630dollars as filed
NEWMONT CORP651639106COM3,244$273,502dollars as filed
DOORDASH INC CL A25809K105Stock997$271,174dollars as filed
BARRICK GOLD CORP067901108COM8,223$270,227dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS1,495$267,201dollars as filed
CUSTOMERS BANCORP INC23204G100COM4,000$261,480dollars as filed
ADDUS HOMECARE CORP006739106COM2,200$259,578dollars as filed
KINSALECAPGROUPINC49714P108STOK600$255,156dollars as filed
ZSCALERINC98980G102STOK815$244,223dollars as filed
Philip Morris International Inc.718172109COM1,500$243,300dollars as filed
AXONENTERPRISEINC05464C101STOK339$243,280dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock9,800$243,040dollars as filed
MONDAY COM LTD SHSM7S64H106Stock1,250$242,112dollars as filed
BOOT BARN HLDGS INC099406100COM1,455$241,123dollars as filed
SEA LTD81141R100SPONSORD ADS1,290$230,562dollars as filed
UMB FINL CORP902788108COM1,900$224,865dollars as filed
ARISTA NETWORKS INC040413106COM1,453$211,717dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock9,000$209,700dollars as filed
KEMPER CORP COM488401100Stock4,000$206,200dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK270$188,460dollars as filed
MONGODB INC CL A60937P106Stock600$186,228dollars as filed
HOWMET AEROSPACE INC COM443201108Stock900$176,607dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock600$155,016dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK2,840$139,188dollars as filed
NOV INC62955J103COM10,000$132,500dollars as filed
EXACT SCIENCES CORP COM30063P105Stock2,400$131,304dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock3,344$131,152dollars as filed
FLOWSERVE CORP34354P105COM2,000$106,280dollars as filed
EOG RES INC COM26875P101Stock796$89,248dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock271$87,690dollars as filed
ConocoPhillips20825C104COM813$76,902dollars as filed
TRANSMEDICS GROUP INC89377M109COM667$74,837dollars as filed
Chevron Corporation166764100COM480$74,539dollars as filed
ROCKET LAB USA INC773122106COM900$43,119dollars as filed
Intel Corp458140100COM1,230$41,266dollars as filed
SYNCHRONYFINL87165B103STOK300$21,315dollars as filed
CAPITAL ONE FINL CORP14040H105COM100$21,258dollars as filed
Duke Energy Corporation26441C204COM157$19,429dollars as filed
International Business Machines Corporation459200101COM65$18,340dollars as filed
CORPAY INC COM SHS219948106Stock57$16,419dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock68$15,486dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock110$14,673dollars as filed
AT&T Inc00206R102COM515$14,544dollars as filed
Cisco Systems,Inc.17275R102COM200$13,684dollars as filed
KROGER CO COM501044101Stock203$13,684dollars as filed
CENCORA INC COM03073E105Stock43$13,439dollars as filed
T-Mobile US,Inc.872590104COM56$13,405dollars as filed
MARATHON PETE CORP COM56585A102Stock67$12,914dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock88$12,476dollars as filed
BANK OF NY MELLON CORP COM064058100Stock107$11,659dollars as filed
Charles Schwab Corp808513105COM122$11,647dollars as filed
DOLLAR GEN CORP COM256677105Stock112$11,575dollars as filed
CVS Health Corporation126650100COM150$11,309dollars as filed
Johnson & Johnson478160104COM60$11,125dollars as filed
Raytheon Technologies Corporation75513E101COM66$11,044dollars as filed
WILLIAMS COS INC COM969457100Stock172$10,896dollars as filed
TJX Companies Inc872540109COM74$10,696dollars as filed
WESCO INTL INC COM95082P105Stock50$10,575dollars as filed
BLACKROCK INC CL A COM09247X101COM9$10,493dollars as filed
Amgen Inc.031162100COM37$10,441dollars as filed
EQT CORP COM26884L109Stock187$10,178dollars as filed
Cigna Corporation125523100COM34$9,801dollars as filed
VALE S A91912E105SPONSORED ADS900$9,774dollars as filed
RANGE RES CORP COM75281A109Stock257$9,673dollars as filed
Altria Group Inc02209S103COM143$9,447dollars as filed
RALPH LAUREN CORP751212101CL A30$9,407dollars as filed
CBRE GROUP INC CL A12504L109Stock58$9,138dollars as filed
CUMMINS INC COM231021106Stock20$8,447dollars as filed
Abbott Laboratories002824100COM60$8,036dollars as filed
3M CO COM88579Y101Stock48$7,449dollars as filed
UNITED RENTALS INC COM911363109Stock6$5,728dollars as filed
UnitedHealth Group Inc91324P102COM16$5,525dollars as filed
Automatic Data Processing,Inc.053015103COM18$5,283dollars as filed
TRANSDIGM GROUP INC COM893641100Stock4$5,272dollars as filed
Deere & Company244199105COM10$4,573dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079571-25-000025this filing2025-11-14acceptance time not in the bulk data set