13F-HR filed by Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-21, with 199 holding rows worth $300,468,194.
- Accession
- 0002079571-26-000004
- Filer
- CIK 2079571
- Filed
- 2026-07-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 199 entries on the cover page, a total value of $300,468,194 stated on the cover page (in dollars after the unit check, H1), rows summing to $300,468,194 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 96,773 | $19,363,310 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 43,668 | $16,289,039 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 41,780 | $14,762,128 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 10,605 | $12,241,247 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 48,233 | $11,495,854 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 16,639 | $9,665,761 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,874 | $7,197,540 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 71,583 | $7,106,760 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 15,124 | $5,713,092 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 10,016 | $5,641,911 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 9,208 | $4,729,229 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 8,280 | $4,641,851 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 6,385 | $4,597,455 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 27,887 | $4,368,778 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 35,925 | $4,266,812 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 16,208 | $4,219,914 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 14,032 | $4,192,061 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 11,467 | $4,065,854 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 62,621 | $3,938,233 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 7,842 | $3,745,103 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 12,184 | $3,629,492 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 9,569 | $3,283,027 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,972 | $3,164,882 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,602 | $3,143,021 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 11,371 | $3,092,912 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 20,755 | $3,001,382 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 10,248 | $3,000,718 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 28,252 | $2,871,814 | dollars as filed | |
| KLA CORP | 482480100 | COM | 8,616 | $2,599,535 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 2,958 | $2,538,142 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 5,695 | $2,467,815 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 2,418 | $2,445,492 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 83,834 | $2,367,472 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 18,145 | $2,331,452 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 30,445 | $2,313,820 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 2,308 | $2,227,220 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 16,650 | $2,210,121 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 32,500 | $2,188,875 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 4,289 | $2,104,013 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 13,640 | $2,086,374 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 11,035 | $2,063,766 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 7,462 | $2,011,755 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 10,699 | $1,974,288 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 1,398 | $1,932,539 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 1,130 | $1,918,050 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 2,486 | $1,897,167 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 6,980 | $1,894,721 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 8,722 | $1,856,478 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 5,192 | $1,770,574 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 4,300 | $1,613,876 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 35,075 | $1,576,622 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 3,984 | $1,571,570 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 10,300 | $1,545,309 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 10,298 | $1,525,752 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 13,458 | $1,524,255 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 42,450 | $1,503,579 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 5,002 | $1,475,641 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 2,512 | $1,448,671 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 20,030 | $1,438,355 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 20,236 | $1,417,935 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 5,406 | $1,375,827 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 9,388 | $1,375,813 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 16,225 | $1,354,463 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 10,500 | $1,332,030 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 98,630 | $1,317,697 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 5,837 | $1,300,951 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,390 | $1,300,303 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 25,900 | $1,292,928 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 4,610 | $1,247,143 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 15,454 | $1,191,194 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 5,168 | $1,185,849 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 14,900 | $1,168,160 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 2,905 | $1,166,095 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 2,310 | $1,143,635 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 13,373 | $1,096,452 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 21,887 | $1,091,286 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 5,340 | $1,071,311 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,526 | $1,062,437 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 2,469 | $1,052,091 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 67,900 | $1,025,290 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 10,450 | $1,019,189 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 11,523 | $936,474 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 5,467 | $900,689 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 17,600 | $892,320 | dollars as filed | |
| M/I HOMES INC | 55305B101 | COM | 5,467 | $879,038 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,200 | $867,600 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 7,394 | $844,246 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 2,470 | $835,231 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 8,480 | $815,097 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 693 | $814,178 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 8,740 | $797,088 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,500 | $787,325 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 2,584 | $782,176 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 775 | $758,041 | dollars as filed | |
| AFFILIATED MANAGERS GROUP COM | 008252108 | Stock | 2,090 | $707,256 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 9,433 | $701,250 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 1,003 | $668,900 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 3,255 | $655,265 | dollars as filed | |
| LEVI STRAUSS & CO NEW CL A COM STK | 52736R102 | Stock | 26,000 | $645,580 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,208 | $626,880 | dollars as filed | |
| CARNIVAL CORP LTD COMMON SHARES | G2004J103 | Stock | 21,800 | $622,827 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 3,474 | $590,163 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 1,230 | $564,729 | dollars as filed | |
| CONNECTONE BANCORP INC | 20786W107 | COMMON STOCK | 15,760 | $527,014 | dollars as filed | |
| UMB FINL CORP | 902788108 | COM | 3,650 | $521,074 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 23,400 | $501,930 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 629 | $475,272 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 2,855 | $474,169 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 6,465 | $466,513 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,173 | $465,880 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,105 | $461,824 | dollars as filed | |
| CUSTOMERS BANCORP INC | 23204G100 | COM | 5,800 | $458,780 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 7,400 | $454,212 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,734 | $436,343 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 5,000 | $431,948 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 830 | $427,641 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,645 | $425,262 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 9,059 | $421,154 | dollars as filed | |
| EXTREME NETWORKS INC | 30226D106 | COM | 13,000 | $420,810 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 1,750 | $415,328 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 21,900 | $409,092 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,940 | $402,222 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 1,571 | $385,336 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 900 | $366,534 | dollars as filed | |
| ADDUS HOMECARE CORP | 006739106 | COM | 3,600 | $361,692 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 4,650 | $344,844 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 600 | $336,024 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 800 | $318,144 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 700 | $317,044 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 1,715 | $313,005 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 259 | $310,651 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 2,216 | $310,150 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 804 | $291,144 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 6,000 | $288,180 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 1,740 | $285,830 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 14,400 | $282,960 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 1,029 | $258,855 | dollars as filed | |
| ALAMOS GOLD INC COM CL A | 011532108 | Stock | 8,500 | $256,794 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,500 | $249,900 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 1,579 | $244,462 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 2,500 | $242,425 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 889 | $231,531 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,139 | $222,371 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,000 | $220,830 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 1,000 | $216,600 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 1,800 | $214,110 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 600 | $211,608 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 504 | $183,156 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 6,500 | $180,830 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,054 | $174,711 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 1,800 | $165,762 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 663 | $158,464 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 400 | $137,728 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 1,051 | $136,346 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 953 | $130,294 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 3,000 | $128,040 | dollars as filed | |
| Intel Corp | 458140100 | COM | 869 | $121,341 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 100 | $119,478 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 355 | $119,244 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 424 | $107,683 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 1,290 | $106,606 | dollars as filed | |
| VERSIGENT PLC ORDINARY SHARES | G9600F104 | Stock | 2,466 | $103,597 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 1,300 | $102,427 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 1,088 | $101,620 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 2,722 | $99,733 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 379 | $96,899 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 764 | $81,748 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 1,278 | $80,041 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 322 | $79,975 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 200 | $66,666 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 456 | $66,268 | dollars as filed | |
| NOVANTA INC | 67000B104 | COM | 406 | $65,871 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 444 | $60,922 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 388 | $54,766 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 405 | $52,897 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 183 | $51,461 | dollars as filed | |
| COEUR MNG INC COM NEW | 192108504 | Stock | 2,857 | $46,627 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 130 | $46,458 | dollars as filed | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 206 | $35,898 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 303 | $35,590 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 134 | $31,884 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 194 | $28,345 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 68 | $28,263 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 210 | $24,121 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 126 | $23,906 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 426 | $22,650 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 1,463 | $22,004 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 163 | $20,593 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 59 | $20,380 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 98 | $20,092 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 757 | $19,818 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 117 | $17,726 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 52 | $15,500 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 148 | $15,124 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 96 | $12,336 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 130 | $11,760 | dollars as filed | |
| ALLISON TRANSMISSION HLDGS I | 01973R101 | COM | 76 | $8,568 | dollars as filed | |
| HONEYWELL INTL INC COM | 438516205 | Stock | 35 | $7,836 | dollars as filed | |
| HONEYWELL AEROSPACE INC COM | 43849R105 | Stock | 35 | $7,738 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002079571-26-000004 | this filing | 2026-07-21 | acceptance time not in the bulk data set |