Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

WARSAW, R9 · CIK 2079571 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityINVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPÓŁKA AKCYJNA (PL)

Others nearbyWarsaw

$300.5m reported value +24.1% vs Q1 2026

199positions

36.4%in top 10

21 new 59 added 70 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	96,773	$19.4m6.44%	6.44%	Added +5.6k	+5,597 6.1%
2	MICROSOFT CORP COM MSFT	MSFT	43,668	$16.3m5.42%	5.42%	Added +9.8k	+9,843 29.1%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	41,780	$14.8m4.91%	4.91%	Added +581	+581 1.4%
4	MICRON TECHNOLOGY INC COM MU	MU	10,605	$12.2m4.07%	4.07%	Reduced -7.6k	-7,618 -41.8%
5	AMAZON COM INC COM AMZN	AMZN	48,233	$11.5m3.83%	3.83%	Added +6.1k	+6,084 14.4%
6	ADVANCED MICRO DEVICES INC COM AMD	AMD	16,639	$9.7m3.22%	3.22%	Reduced -18.7k	-18,699 -52.9%
7	APPLE INC COM AAPL	AAPL	24,874	$7.2m2.40%	2.40%	Reduced -3.0k	-2,956 -10.6%
8	SERVICENOW INC COM NOW	NOW	71,583	$7.1m2.37%	2.37%	Added +21.9k	+21,935 44.2%
9	BROADCOM INC COM AVGO	AVGO	15,124	$5.7m1.90%	1.90%	Added +429	+429 2.9%
10	META PLATFORMS INC CL A META	META	10,016	$5.6m1.88%	1.88%	Added +549	+549 5.8%
11	MASTERCARD INCORPORATED CL A MA	MA	9,208	$4.7m1.57%	1.57%	Added +123	+123 1.4%
12	AXON ENTERPRISE INC COM AXON	AXON	8,280	$4.6m1.54%	1.54%	Added +4.3k	+4,285 107.3%
13	QUANTA SVCS INC COM PWR	PWR	6,385	$4.6m1.53%	1.53%	Reduced -1.5k	-1,505 -19.1%
14	SALESFORCE INC COM CRM	CRM	27,887	$4.4m1.45%	1.45%	Added +7.0k	+7,037 33.8%
15	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	35,925	$4.3m1.42%	1.42%	Reduced -40	-40 -0.1%
16	DATADOG INC CL A COM DDOG	DDOG	16,208	$4.2m1.40%	1.40%	Reduced -4.3k	-4,330 -21.1%
17	CLEAN HARBORS INC COM CLH	CLH	14,032	$4.2m1.40%	1.40%	Reduced -3.1k	-3,075 -18.0%
18	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	11,467	$4.1m1.35%	1.35%	Reduced -3.7k	-3,688 -24.3%
19	FREEPORT-MCMORAN INC CL B FCX	FCX	62,621	$3.9m1.31%	1.31%	Reduced -7.9k	-7,870 -11.2%
20	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,842	$3.7m1.25%	1.25%	Added +5.5k	+5,526 238.6%
21	MARVELL TECHNOLOGY INC COM MRVL	MRVL	12,184	$3.6m1.21%	1.21%	Reduced -2.5k	-2,497 -17.0%
22	VISA INC COM CL A V	V	9,569	$3.3m1.09%	1.09%	Added +2.7k	+2,728 39.9%
23	CATERPILLAR INC COM CAT	CAT	2,972	$3.2m1.05%	1.05%	Reduced -200	-200 -6.3%
24	JPMORGAN CHASE & CO COM JPM	JPM	9,602	$3.1m1.05%	1.05%	Added +491	+491 5.4%
25	UNION PAC CORP COM UNP	UNP	11,371	$3.1m1.03%	1.03%	Added +1.3k	+1,270 12.6%
26	BANK NEW YORK MELLON CORP COM BNY	BNY	20,755	$3.0m1.00%	1.00%	Reduced -1.2k	-1,223 -5.6%
27	GENERAC HLDGS INC COM GNRC	GNRC	10,248	$3.0m1.00%	1.00%	Added +4.7k	+4,740 86.1%
28	ROCKET LAB CORP COM RKLB	RKLB	28,252	$2.9m0.96%	0.96%	Added +8.8k	+8,817 45.4%
29	KLA CORP COM NEW KLAC	KLAC	8,616	$2.6m0.87%	0.87%	Reduced -64	-64 -0.7%
30	LUMENTUM HLDGS INC COM LITE	LITE	2,958	$2.5m0.84%	0.84%	Unchanged
31	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,695	$2.5m0.82%	0.82%	Added +80	+80 1.4%
32	GOLDMAN SACHS GROUP INC COM GS	GS	2,418	$2.4m0.81%	0.81%	Reduced -312	-312 -11.4%
33	ONESPAWORLD HOLDINGS LIMITED COM OSW	OSW	83,834	$2.4m0.79%	0.79%	Reduced -4.7k	-4,685 -5.3%
34	FEDERAL SIGNAL CORP COM FSS	FSS	18,145	$2.3m0.78%	0.78%	Reduced -3.4k	-3,353 -15.6%
35	BLOCK INC CL A XYZ	XYZ	30,445	$2.3m0.77%	0.77%	Reduced -9.4k	-9,400 -23.6%
36	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	2,308	$2.2m0.74%	0.74%	New
37	RAMBUS INC DEL COM RMBS	RMBS	16,650	$2.2m0.74%	0.74%	Reduced -9.1k	-9,050 -35.2%
38	DEXCOM INC COM DXCM	DXCM	32,500	$2.2m0.73%	0.73%	New
39	CIENA CORP COM NEW CIEN	CIEN	4,289	$2.1m0.70%	0.70%	Reduced -62	-62 -1.4%
40	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	13,640	$2.1m0.69%	0.69%	Reduced -5.9k	-5,880 -30.1%
41	TTM TECHNOLOGIES INC COM TTMI	TTMI	11,035	$2.1m0.69%	0.69%	Added +470	+470 4.5%
42	WABTEC COM WAB	WAB	7,462	$2.0m0.67%	0.67%	Reduced -1.5k	-1,529 -17.0%
43	DOORDASH INC CL A DASH	DASH	10,699	$2.0m0.66%	0.66%	Reduced -4.2k	-4,201 -28.2%
44	MONOLITHIC PWR SYS INC COM MPWR	MPWR	1,398	$1.9m0.64%	0.64%	Reduced -1.3k	-1,325 -48.7%
45	MERCADOLIBRE INC COM MELI	MELI	1,130	$1.9m0.64%	0.64%	Reduced -115	-115 -9.2%
46	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	2,486	$1.9m0.63%	0.63%	Added +194	+194 8.5%
47	NATERA INC COM NTRA	NTRA	6,980	$1.9m0.63%	0.63%	Reduced -220	-220 -3.1%
48	ROSS STORES INC COM ROST	ROST	8,722	$1.9m0.62%	0.62%	Reduced -645	-645 -6.9%
49	PALO ALTO NETWORKS INC COM PANW	PANW	5,192	$1.8m0.59%	0.59%	Reduced -6	-6 -0.1%
50	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	4,300	$1.6m0.54%	0.54%	Unchanged
51	SYMBOTIC INC CLASS A COM SYM	SYM	35,075	$1.6m0.52%	0.52%	Unchanged
52	COHERENT CORP COM COHR	COHR	3,984	$1.6m0.52%	0.52%	Unchanged
53	GUARDANT HEALTH INC COM GH	GH	10,300	$1.5m0.51%	0.51%	Reduced -1.7k	-1,700 -14.2%
54	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	10,298	$1.5m0.51%	0.51%	New
55	WALMART INC COM WMT	WMT	13,458	$1.5m0.51%	0.51%	Reduced -392	-392 -2.8%
56	ON HLDG AG NAMEN AKT A ONON	ONON	42,450	$1.5m0.50%	0.50%	Reduced -1.5k	-1,460 -3.3%
57	VULCAN MATLS CO COM VMC	VMC	5,002	$1.5m0.49%	0.49%	Reduced -28	-28 -0.6%
58	MARTIN MARIETTA MATLS INC COM MLM	MLM	2,512	$1.4m0.48%	0.48%	Reduced -15	-15 -0.6%
59	DUTCH BROS INC CL A BROS	BROS	20,030	$1.4m0.48%	0.48%	Added +400	+400 2.0%
60	CITIZENS FINL GROUP INC COM CFG	CFG	20,236	$1.4m0.47%	0.47%	Added +1.3k	+1,300 6.9%
61	SNOWFLAKE INC CL A SNOW	SNOW	5,406	$1.4m0.46%	0.46%	Added +456	+456 9.2%
62	ORACLE CORP COM ORCL	ORCL	9,388	$1.4m0.46%	0.46%	Reduced -411	-411 -4.2%
63	VICTORIAS SECRET AND CO COMMON STOCK VSXY	VSXY	16,225	$1.4m0.45%	0.45%	Reduced -2.5k	-2,475 -13.2%
64	AAON INC COM PAR $0.004 AAON	AAON	10,500	$1.3m0.44%	0.44%	Unchanged
65	NU HLDGS LTD ORD SHS CL A NU	NU	98,630	$1.3m0.44%	0.44%	Reduced -42.0k	-42,000 -29.9%
66	WASTE MGMT INC DEL COM WM	WM	5,837	$1.3m0.43%	0.43%	Reduced -1.4k	-1,370 -19.0%
67	COSTCO WHSL CORP NEW COM COST	COST	1,390	$1.3m0.43%	0.43%	Unchanged
68	KARMAN HLDGS INC COMMON STOCK KRMN	KRMN	25,900	$1.3m0.43%	0.43%	Added +3.8k	+3,773 17.1%
69	FTAI AVIATION LTD SHS FTAI	FTAI	4,610	$1.2m0.42%	0.42%	Unchanged
70	GENERAL MTRS CO COM GM	GM	15,454	$1.2m0.40%	0.40%	Reduced -129	-129 -0.8%
71	STEEL DYNAMICS INC COM STLD	STLD	5,168	$1.2m0.39%	0.39%	Added +1.6k	+1,586 44.3%
72	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	14,900	$1.2m0.39%	0.39%	Added +1.5k	+1,500 11.2%
73	RALPH LAUREN CORP CL A RL	RL	2,905	$1.2m0.39%	0.39%	Added +34	+34 1.2%
74	ROCKWELL AUTOMATION INC COM ROK	ROK	2,310	$1.1m0.38%	0.38%	Unchanged
75	INGERSOLL RAND INC COM IR	IR	13,373	$1.1m0.36%	0.36%	Added +874	+874 7.0%
76	KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS	KTOS	21,887	$1.1m0.36%	0.36%	Added +674	+674 3.2%
77	CAPITAL ONE FINL CORP COM COF	COF	5,340	$1.1m0.36%	0.36%	Added +95	+95 1.8%
78	TESLA INC COM TSLA	TSLA	2,526	$1.1m0.35%	0.35%	Reduced -155	-155 -5.8%
79	EATON CORP PLC SHS ETN	ETN	2,469	$1.1m0.35%	0.35%	New
80	KLAVIYO INC COM SER A KVYO	KVYO	67,900	$1.0m0.34%	0.34%	Unchanged
81	GRIFFON CORP COM GFF	GFF	10,450	$1.0m0.34%	0.34%	Unchanged
82	COCA COLA CO COM KO	KO	11,523	$936.5k0.31%	0.31%	Reduced -2.3k	-2,251 -16.3%
83	TOLL BROTHERS INC COM TOL	TOL	5,467	$900.7k0.30%	0.30%	Added +2.3k	+2,320 73.7%
84	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	17,600	$892.3k0.30%	0.30%	Unchanged
85	M/I HOMES INC COM MHO	MHO	5,467	$879.0k0.29%	0.29%	Unchanged
86	APPLIED MATLS INC COM AMAT	AMAT	1,200	$867.6k0.29%	0.29%	Added +1.2k	+1,167 3536.4%
87	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	7,394	$844.2k0.28%	0.28%	Added +3.2k	+3,199 76.3%
88	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	2,470	$835.2k0.28%	0.28%	New
89	MONSTER BEVERAGE CORP NEW COM MNST	MNST	8,480	$815.1k0.27%	0.27%	Reduced -2.2k	-2,170 -20.4%
90	GE VERNOVA INC COM GEV	GEV	693	$814.2k0.27%	0.27%	New
91	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	8,740	$797.1k0.27%	0.27%	Unchanged
92	EMERSON ELEC CO COM EMR	EMR	5,500	$787.3k0.26%	0.26%	Unchanged
93	BLOOM ENERGY CORP COM CL A BE	BE	2,584	$782.2k0.26%	0.26%	Added +1.5k	+1,534 146.1%
94	PARKER-HANNIFIN CORP COM PH	PH	775	$758.0k0.25%	0.25%	Added +83	+83 12.0%
95	AFFILIATED MANAGERS GROUP IN COM AMG	AMG	2,090	$707.3k0.24%	0.24%	Unchanged
96	WILLIAMS COS INC COM WMB	WMB	9,433	$701.2k0.23%	0.23%	Added +9.3k	+9,283 6188.7%
97	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	1,003	$668.9k0.22%	0.22%	Unchanged
98	TKO GROUP HOLDINGS INC CL A TKO	TKO	3,255	$655.3k0.22%	0.22%	Unchanged
99	LEVI STRAUSS & CO NEW CL A COM STK LEVI	LEVI	26,000	$645.6k0.21%	0.21%	Added +5.5k	+5,500 26.8%
100	LINDE PLC SHS LIN	LIN	1,208	$626.9k0.21%	0.21%	Added +808	+808 202.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARNIVAL CORP		37,450	$969.2k37.5k shares
CENCORA INC COR	COR	2,918	$916.7k2.9k shares
AUTODESK INC ADSK	ADSK	2,270	$543.4k2.3k shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	1,700	$254.3k1.7k shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,495	$187.6k1.5k shares
TRANSMEDICS GROUP INC TMDX	TMDX	1,800	$178.9k1.8k shares
COREWEAVE INC CRWV	CRWV	1,245	$96.5k1.2k shares
CLEVELAND-CLIFFS INC NEW CLF	CLF	4,427	$37.4k4.4k shares
CORPAY INC CPAY	CPAY	76	$22.1k76 shares
MCDONALDS CORP MCD	MCD	70	$21.8k70 shares
CVS HEALTH CORP CVS	CVS	226	$16.2k226 shares
HONEYWELL INTL INC		36	$16.0k36 shares
DEERE & CO DE	DE	19	$10.7k19 shares