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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 2026-03-31, filed 2026-05-14, with 191 holding rows worth $242,088,620.

Accession
0002079571-26-000003
Filed
2026-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 191 entries on the cover page, a total value of $242,088,620 stated on the cover page (in dollars after the unit check, H1), rows summing to $242,088,620 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 Corp67066G104COM91,176$15,901,095dollars as filed
Microsoft Corp594918104COM33,825$12,521,001dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM41,199$11,818,345dollars as filed
Amazon.com, Inc023135106COM42,149$8,778,373dollars as filed
Advanced Micro Devices,Inc.007903107COM35,338$7,188,810dollars as filed
Apple Inc037833100COM27,830$7,062,976dollars as filed
Micron Technology,Inc.595112103COM18,223$6,156,459dollars as filed
META PLATFORMS INC CL A30303M102COM9,467$5,416,355dollars as filed
ServiceNow,Inc.81762P102COM49,648$5,190,699dollars as filed
CLEAN HARBORS INC COM184496107Stock17,107$4,905,090dollars as filed
Broadcom Inc.11135F101COM14,695$4,548,250dollars as filed
MasterCard, Inc57636Q104COM9,085$4,539,411dollars as filed
QUANTA SVCS INC74762E102COM7,890$4,331,767dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock70,491$4,143,460dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A35,965$3,996,432dollars as filed
Salesforce.com, Inc79466L302COM20,850$3,892,071dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock2,723$2,977,192dollars as filed
JPMorgan Chase & Co46625H100COM9,111$2,680,092dollars as filed
BANK OF NY MELLON CORP COM064058100Stock21,978$2,607,250dollars as filed
Union Pacific Corporation907818108COM10,101$2,450,704dollars as filed
DATADOGINCCLASSA23804L103STOK20,538$2,424,511dollars as filed
BLOCK INC CL A852234103Stock39,845$2,397,873dollars as filed
FEDERAL SIGNAL CORP313855108COM21,498$2,324,794dollars as filed
Goldman Sachs Group,Inc.38141G104COM2,730$2,309,554dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS15,155$2,292,649dollars as filed
Caterpillar Inc.149123101COM3,172$2,247,236dollars as filed
WABTEC COM929740108Stock8,991$2,246,941dollars as filed
DOORDASH INC CL A25809K105Stock14,900$2,237,235dollars as filed
Intuitive Surgical,Inc.46120E602COM4,820$2,221,971dollars as filed
RAMBUS INC DEL COM750917106Stock25,700$2,210,971dollars as filed
MERCADOLIBREINC58733R102STOK1,245$2,152,630dollars as filed
Netflix, Inc64110L106COM22,265$2,140,781dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock2,958$2,078,765dollars as filed
Visa Inc92826C839COM6,841$2,067,623dollars as filed
ONESPAWORLD HOLDINGS LIMITEDP73684113COM88,519$2,031,510dollars as filed
ROSS STORES INC COM778296103Stock9,367$2,029,173dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A140,630$2,020,853dollars as filed
SYMBOTIC INC87151X101CLASS A COM35,075$1,865,990dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock19,520$1,810,675dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock22,127$1,771,267dollars as filed
Walmart Inc.931142103COM13,850$1,721,278dollars as filed
AXONENTERPRISEINC05464C101STOK3,995$1,696,636dollars as filed
CIENA CORP COM NEW171779309Stock4,351$1,689,189dollars as filed
Waste Management, Inc.94106L109COM7,207$1,656,097dollars as filed
MCKESSON CORP COM58155Q103Stock1,829$1,582,743dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW21,213$1,495,727dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock43,910$1,493,818dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,527$1,487,594dollars as filed
MARVELL TECHNOLOGY INC573874104COM14,681$1,454,153dollars as filed
Oracle Corporation68389X105COM9,799$1,441,531dollars as filed
NATERA INC COM632307104Stock7,200$1,439,928dollars as filed
Costco Wholesale Corporation22160K105COM1,390$1,385,038dollars as filed
VULCAN MATLS CO COM929160109Stock5,030$1,369,670dollars as filed
KLAVIYO INC COM SER A49845K101Stock67,900$1,321,334dollars as filed
KLA CORP482480100COM868$1,278,052dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK19,435$1,248,116dollars as filed
Lam Research Corporation512807306COM5,615$1,199,701dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock4,300$1,194,841dollars as filed
GENERAL MTRS CO COM37045V100Stock15,583$1,160,934dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock18,936$1,135,591dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock4,610$1,129,450dollars as filed
GUARDANT HEALTH INC COM40131M109Stock12,000$1,108,440dollars as filed
GENERAC HLDGS INC368736104COM5,508$1,075,877dollars as filed
Coca-Cola Company191216100COM13,774$1,047,514dollars as filed
TTM TECHNOLOGIES INC87305R109COM10,565$1,029,243dollars as filed
INGERSOLL RAND INC COM45687V106Stock12,499$1,001,418dollars as filed
Tesla Motors, Inc88160R101COM2,681$996,661dollars as filed
DUTCH BROS INC26701L100CL A19,630$994,456dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock13,400$990,528dollars as filed
RALPH LAUREN CORP751212101CL A2,871$987,598dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock37,450$969,206dollars as filed
CAPITAL ONE FINL CORP14040H105COM5,245$956,845dollars as filed
COHERENT CORP COM19247G107Stock3,984$949,028dollars as filed
CENCORA INC COM03073E105Stock2,918$916,661dollars as filed
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock17,600$912,560dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,292$894,819dollars as filed
AAON INC000360206COM PAR $0.00410,500$868,875dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock18,700$866,932dollars as filed
PALO ALTO NETWORKS INC697435105COM5,198$833,342dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,310$829,013dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,316$782,691dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock17,531$778,302dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock10,650$771,699dollars as filed
GRIFFON CORP398433102COM10,450$759,506dollars as filed
SNOWFLAKE INC COM SHS833445109Stock4,950$746,559dollars as filed
EMERSON ELEC CO COM291011104Stock5,500$720,610dollars as filed
M/I HOMES INC55305B101COM5,467$669,435dollars as filed
TKO GROUP HOLDINGS INC CL A87256C101Stock3,255$656,371dollars as filed
STEEL DYNAMICS INC COM858119100Stock3,582$644,760dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK23,150$625,050dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock692$619,505dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock1,003$606,824dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK1,230$596,439dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,076$596,237dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock2,090$578,303dollars as filed
ConocoPhillips20825C104COM4,345$573,540dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock8,740$564,691dollars as filed
AUTODESK INC COM052769106Stock2,270$543,438dollars as filed
Uber Technologies90353T100COM7,405$532,641dollars as filed
GAP INC COM364760108Stock21,900$529,980dollars as filed
APTIV PLCG3265R107COM SHS7,400$513,856dollars as filed
ZSCALERINC98980G102STOK3,660$513,461dollars as filed
S&P Global,Inc.78409V104COM1,200$510,408dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,195$497,611dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock2,271$468,600dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock2,884$467,587dollars as filed
Schlumberger Limited806857108COM9,059$465,544dollars as filed
ARISTA NETWORKS INC040413205COM3,700$454,286dollars as filed
TOLL BROTHERS INC COM889478103Stock3,147$429,473dollars as filed
Chevron Corporation166764100COM2,070$428,283dollars as filed
HUBSPOTINC443573100STOK1,715$418,632dollars as filed
UMB FINL CORP902788108COM3,650$411,684dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock1,750$408,205dollars as filed
CONNECTONE BANCORP INC20786W107COMMON STOCK15,230$407,707dollars as filed
CUSTOMERS BANCORP INC23204G100COM5,800$402,578dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock5,000$392,632dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock20,500$379,045dollars as filed
AbbVie,Inc.00287Y109COM1,702$370,168dollars as filed
FLOWSERVE CORP34354P105COM4,650$341,822dollars as filed
CASELLA WASTE SYS INC147448104CL A4,300$341,162dollars as filed
ADDUS HOMECARE CORP006739106COM3,600$337,140dollars as filed
EXTREME NETWORKS INC30226D106COM22,200$334,776dollars as filed
Bank of America Corp060505104COM6,667$325,017dollars as filed
CME Group Inc. Class A12572Q105COM1,100$324,885dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock23,400$324,792dollars as filed
MSCI INC COM55354G100Stock600$323,406dollars as filed
MOODYS CORP COM615369105Stock700$305,375dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock1,490$301,804dollars as filed
FASTENAL CO COM311900104Stock6,000$278,400dollars as filed
APPLOVIN CORP COM CL A03831W108Stock685$272,630dollars as filed
Amgen Inc.031162100COM737$259,313dollars as filed
Wells Fargo & Company949746101COM3,215$255,947dollars as filed
BOOT BARN HLDGS INC099406100COM1,740$254,666dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock1,700$254,252dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock881$249,992dollars as filed
Boston Scientific Corporation101137107COM3,928$246,482dollars as filed
Eli Lilly and Company532457108COM259$238,220dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock1,800$212,436dollars as filed
EOG RES INC COM26875P101Stock1,396$201,820dollars as filed
Linde plcG54950103COM400$198,304dollars as filed
Home Depot, Inc437076102COM600$197,334dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,000$195,400dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS1,495$187,564dollars as filed
TRANSMEDICS GROUP INC89377M109COM1,800$178,938dollars as filed
TOASTINCCLASSCLASSA888787108STOK6,500$172,315dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock1,800$166,158dollars as filed
BLOOM ENERGY CORP093712107COM1,050$142,264dollars as filed
SHERWIN WILLIAMS CO824348106COM400$128,220dollars as filed
CIRCLE INTERNET GROUP INC172573107COM CL A1,278$121,934dollars as filed
VALERO ENERGY CORP COM91913Y100Stock437$107,974dollars as filed
FAIR ISAAC CORP COM303250104Stock100$106,754dollars as filed
Citigroup Inc.172967424COM900$102,069dollars as filed
EXXON MOBIL CORP30231G102COM585$99,251dollars as filed
CRH PLC ORDG25508105Stock944$99,233dollars as filed
COREWEAVE INC COM CL A21873S108COM1,245$96,450dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock345$96,341dollars as filed
Johnson & Johnson478160104COM389$95,086dollars as filed
MARATHON PETE CORP COM56585A102Stock379$92,543dollars as filed
NEWMONT CORP651639106COM783$84,761dollars as filed
BARRICK MNG CORP06849F108COM SHS1,962$80,012dollars as filed
PULTE GROUP INC COM745867101Stock444$52,220dollars as filed
CELESTICA INC COM15101Q207Stock172$48,417dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM150$43,134dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock4,427$37,408dollars as filed
COEUR MNG INC COM NEW192108504Stock1,895$35,569dollars as filed
ALLSTATE CORP COM020002101Stock157$32,552dollars as filed
TJX Companies Inc872540109COM203$32,419dollars as filed
Raytheon Technologies Corporation75513E101COM153$29,514dollars as filed
International Business Machines Corporation459200101COM120$29,087dollars as filed
TARGET CORP COM87612E106Stock235$28,482dollars as filed
VALE S A91912E105SPONSORED ADS1,600$25,456dollars as filed
Cisco Systems,Inc.17275R102COM310$24,053dollars as filed
ENTERGY CORP NEW COM29364G103Stock210$23,596dollars as filed
Gilead Sciences,Inc.375558103COM163$22,717dollars as filed
SOUTHERN COPPER CORP84265V105COM131$22,540dollars as filed
CORPAY INC COM SHS219948106Stock76$22,115dollars as filed
McDonalds Corporation580135101COM70$21,755dollars as filed
Intel Corp458140100COM392$17,299dollars as filed
CVS Health Corporation126650100COM226$16,231dollars as filed
WESCO INTL INC COM95082P105Stock59$16,144dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock123$16,107dollars as filed
Honeywell Technologies438516106COM71$16,048dollars as filed
JAMES HARDIE INDS PLC ORD SHSG4253H101Stock840$15,910dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock115$15,074dollars as filed
Merck & Co.,Inc.58933Y105COM96$11,548dollars as filed
Applied Materials,Inc.038222105COM33$11,279dollars as filed
WILLIAMS COS INC COM969457100Stock150$10,917dollars as filed
EQT CORP COM26884L109Stock171$10,882dollars as filed
Deere & Company244199105COM19$10,703dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock130$10,410dollars as filed
Analog Devices,Inc.032654105COM32$10,180dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079571-26-000003this filing2026-05-14acceptance time not in the bulk data set