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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 2025-12-31, filed 2026-02-11, with 181 holding rows worth $264,005,287.

Accession
0002079571-26-000001
Filed
2026-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 181 entries on the cover page, a total value of $264,005,287 stated on the cover page (in dollars after the unit check, H1), rows summing to $264,005,287 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 Corp67066G104COM99,263$18,512,550dollars as filed
Microsoft Corp594918104COM31,160$15,069,601dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM44,105$13,840,150dollars as filed
Amazon.com, Inc023135106COM45,657$10,538,549dollars as filed
Apple Inc037833100COM34,100$9,270,426dollars as filed
ServiceNow,Inc.81762P102COM51,405$7,874,734dollars as filed
META PLATFORMS INC CL A30303M102COM11,196$7,390,367dollars as filed
MasterCard, Inc57636Q104COM11,492$6,560,555dollars as filed
Micron Technology,Inc.595112103COM22,866$6,526,185dollars as filed
Advanced Micro Devices,Inc.007903107COM26,621$5,701,153dollars as filed
Broadcom Inc.11135F101COM16,128$5,581,902dollars as filed
Salesforce.com, Inc79466L302COM17,490$4,633,276dollars as filed
Intuitive Surgical,Inc.46120E602COM8,045$4,556,366dollars as filed
CLEAN HARBORS INC COM184496107Stock18,407$4,316,073dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A38,065$4,131,956dollars as filed
Visa Inc92826C839COM9,464$3,319,120dollars as filed
QUANTA SVCS INC74762E102COM7,765$3,277,296dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock3,458$3,134,193dollars as filed
JPMorgan Chase & Co46625H100COM9,418$3,034,668dollars as filed
MERCADOLIBREINC58733R102STOK1,448$2,916,648dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW38,408$2,915,550dollars as filed
DATADOGINCCLASSA23804L103STOK20,945$2,848,312dollars as filed
RAMBUS INC DEL COM750917106Stock29,750$2,733,728dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock52,841$2,683,793dollars as filed
SYMBOTIC INC87151X101CLASS A COM44,175$2,628,412dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A154,510$2,586,497dollars as filed
FEDERAL SIGNAL CORP313855108COM23,498$2,551,649dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock34,127$2,497,073dollars as filed
BANK OF NY MELLON CORP COM064058100Stock20,878$2,423,727dollars as filed
Waste Management, Inc.94106L109COM11,007$2,418,348dollars as filed
Goldman Sachs Group,Inc.38141G104COM2,728$2,397,912dollars as filed
KLAVIYO INC COM SER A49845K101Stock71,081$2,308,000dollars as filed
Netflix, Inc64110L106COM24,569$2,303,589dollars as filed
ONESPAWORLD HOLDINGS LIMITEDP73684113COM101,519$2,105,504dollars as filed
Uber Technologies90353T100COM25,723$2,101,827dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock44,000$2,045,120dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock10,886$1,912,681dollars as filed
Oracle Corporation68389X105COM9,746$1,899,593dollars as filed
WABTEC COM929740108Stock8,841$1,887,111dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,962$1,844,320dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock23,770$1,748,997dollars as filed
Caterpillar Inc.149123101COM2,955$1,692,832dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK23,785$1,659,242dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS15,155$1,656,592dollars as filed
VULCAN MATLS CO COM929160109Stock5,805$1,655,701dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock5,100$1,594,158dollars as filed
Walmart Inc.931142103COM14,179$1,579,681dollars as filed
Tesla Motors, Inc88160R101COM3,491$1,569,973dollars as filed
NATERA INC COM632307104Stock6,680$1,530,321dollars as filed
Costco Wholesale Corporation22160K105COM1,740$1,500,472dollars as filed
MARVELL TECHNOLOGY INC573874104COM16,679$1,417,380dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock3,730$1,374,841dollars as filed
S&P Global,Inc.78409V104COM2,600$1,358,734dollars as filed
Union Pacific Corporation907818108COM5,701$1,318,755dollars as filed
DUTCH BROS INC26701L100CL A21,322$1,305,333dollars as filed
CAPITAL ONE FINL CORP14040H105COM5,245$1,271,178dollars as filed
GENERAL MTRS CO COM37045V100Stock15,545$1,264,119dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS4,063$1,234,706dollars as filed
Coca-Cola Company191216100COM17,523$1,225,034dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock37,450$1,143,723dollars as filed
GUARDANT HEALTH INC COM40131M109Stock11,000$1,123,540dollars as filed
SNOWFLAKE INC COM SHS833445109Stock5,114$1,121,807dollars as filed
CIENA CORP COM NEW171779309Stock4,714$1,102,462dollars as filed
PALO ALTO NETWORKS INC697435105COM5,929$1,092,123dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,264$1,061,273dollars as filed
AAON INC000360206COM PAR $0.00413,600$1,037,000dollars as filed
BLOCK INC CL A852234103Stock15,220$990,669dollars as filed
INGERSOLL RAND INC COM45687V106Stock12,499$990,170dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS5,953$958,255dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock10,500$937,440dollars as filed
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock17,100$900,144dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,310$898,752dollars as filed
MCKESSON CORP COM58155Q103Stock1,054$864,585dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock14,736$860,731dollars as filed
ZSCALERINC98980G102STOK3,815$858,070dollars as filed
RALPH LAUREN CORP751212101CL A2,342$828,155dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock10,650$816,535dollars as filed
TTM TECHNOLOGIES INC87305R109COM11,781$812,889dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK23,150$765,108dollars as filed
EMERSON ELEC CO COM291011104Stock5,500$729,960dollars as filed
GRIFFON CORP398433102COM9,850$725,452dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock18,178$703,209dollars as filed
HUBSPOTINC443573100STOK1,715$688,230dollars as filed
COHERENT CORP COM19247G107Stock3,700$682,909dollars as filed
AUTODESK INC COM052769106Stock2,270$671,943dollars as filed
Intercontinental Exchange,Inc.45866F104COM4,000$647,840dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock3,200$643,232dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock10,065$641,342dollars as filed
MSCI INC COM55354G100Stock1,100$631,103dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock692$608,242dollars as filed
STEEL DYNAMICS INC COM858119100Stock3,582$606,970dollars as filed
HUB GROUP INC443320106CL A14,000$596,540dollars as filed
M/I HOMES INC55305B101COM4,600$588,570dollars as filed
Home Depot, Inc437076102COM1,700$584,970dollars as filed
GAP INC COM364760108Stock22,686$580,762dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock10,700$579,619dollars as filed
Boston Scientific Corporation101137107COM5,928$565,234dollars as filed
EXTREME NETWORKS INC30226D106COM33,700$561,105dollars as filed
DOORDASH INC CL A25809K105Stock2,440$552,611dollars as filed
SHERWIN WILLIAMS CO824348106COM1,700$550,851dollars as filed
APPLOVIN CORP COM CL A03831W108Stock770$518,842dollars as filed
ROSS STORES INC COM778296103Stock2,837$511,057dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock2,400$472,440dollars as filed
Bristol-Myers Squibb Company110122108COM8,750$471,975dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock2,745$466,350dollars as filed
TKO GROUP HOLDINGS INC CL A87256C101Stock2,100$438,900dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock1,500$432,420dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock790$403,477dollars as filed
CASELLA WASTE SYS INC147448104CL A4,100$401,554dollars as filed
APTIV PLCG3265R107COM SHS5,200$395,668dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock1,750$389,603dollars as filed
AbbVie,Inc.00287Y109COM1,702$388,890dollars as filed
ADDUS HOMECARE CORP006739106COM3,600$386,604dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock1,941$382,668dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock5,000$368,781dollars as filed
MOODYS CORP COM615369105Stock700$357,595dollars as filed
MONGODB INC CL A60937P106Stock837$351,281dollars as filed
Linde plcG54950103COM800$341,112dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock16,400$340,136dollars as filed
TRANSMEDICS GROUP INC89377M109COM2,796$340,133dollars as filed
FAIR ISAAC CORP COM303250104Stock200$338,124dollars as filed
ARISTA NETWORKS INC040413205COM2,578$337,795dollars as filed
CUSTOMERS BANCORP INC23204G100COM4,500$329,040dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock3,600$328,356dollars as filed
Bank of America Corp060505104COM5,950$327,250dollars as filed
ATLASSIANCORPCLASSA049468101STOK2,000$324,280dollars as filed
Eli Lilly and Company532457108COM300$322,404dollars as filed
CONNECTONE BANCORP INC20786W107COMMON STOCK11,630$304,939dollars as filed
AXONENTERPRISEINC05464C101STOK529$300,435dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,642$291,865dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock1,600$283,904dollars as filed
UMB FINL CORP902788108COM2,400$276,096dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock16,800$272,832dollars as filed
FLOWSERVE CORP34354P105COM3,800$263,644dollars as filed
Wells Fargo & Company949746101COM2,763$257,512dollars as filed
SEA LTD81141R100SPONSORD ADS1,997$254,757dollars as filed
BOOT BARN HLDGS INC099406100COM1,400$247,058dollars as filed
Philip Morris International Inc.718172109COM1,500$240,600dollars as filed
KINSALECAPGROUPINC49714P108STOK600$234,672dollars as filed
TOASTINCCLASSCLASSA888787108STOK6,500$230,815dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS1,495$219,137dollars as filed
CIRCLE INTERNET GROUP INC172573107COM CL A2,741$217,361dollars as filed
Citigroup Inc.172967424COM1,730$201,872dollars as filed
BARRICK MNG CORP06849F108COM SHS4,089$178,447dollars as filed
HOWMET AEROSPACE INC COM443201108Stock870$178,367dollars as filed
INTUITIVE MACHINES INC46125A100CLASS A COM10,000$162,300dollars as filed
NEWMONT CORP651639106COM1,622$161,957dollars as filed
COEUR MNG INC COM NEW192108504Stock7,766$138,468dollars as filed
CRH PLC ORDG25508105Stock944$117,812dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock329$116,226dollars as filed
Chevron Corporation166764100COM480$73,157dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock368$71,536dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock2,614$68,435dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock4,427$58,792dollars as filed
EOG RES INC COM26875P101Stock538$56,495dollars as filed
ConocoPhillips20825C104COM492$46,055dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock261$27,332dollars as filed
VALE S A91912E105SPONSORED ADS2,055$26,777dollars as filed
TJX Companies Inc872540109COM163$25,038dollars as filed
International Business Machines Corporation459200101COM83$24,585dollars as filed
WESCO INTL INC COM95082P105Stock100$24,464dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM77$24,101dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock642$23,516dollars as filed
TARGET CORP COM87612E106Stock235$22,971dollars as filed
TOLL BROTHERS INC COM889478103Stock162$21,906dollars as filed
DOLLAR GEN CORP COM256677105Stock164$21,774dollars as filed
CENCORA INC COM03073E105Stock63$21,278dollars as filed
Gilead Sciences,Inc.375558103COM170$20,866dollars as filed
ENTERGY CORP NEW COM29364G103Stock210$19,410dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock164$18,911dollars as filed
JAMES HARDIE INDS PLC ORD SHSG4253H101Stock840$17,430dollars as filed
SOUTHERN COPPER CORP84265V105COM116$16,643dollars as filed
Cisco Systems,Inc.17275R102COM210$16,176dollars as filed
Qualcomm Incorporated747525103COM81$13,855dollars as filed
Intel Corp458140100COM371$13,690dollars as filed
CVS Health Corporation126650100COM162$12,856dollars as filed
Johnson & Johnson478160104COM60$12,417dollars as filed
UNITED RENTALS INC COM911363109Stock15$12,140dollars as filed
Amgen Inc.031162100COM37$12,110dollars as filed
CORPAY INC COM SHS219948106Stock38$11,435dollars as filed
Raytheon Technologies Corporation75513E101COM58$10,637dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079571-26-000001this filing2026-02-11acceptance time not in the bulk data set