Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed August 29, 2025), Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported 177 stock positions worth $259.2 million. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Advanced Micro Devices (AMD, 3.6%). Compared with Q2 2024, it opened 32 new positions, sold out of 17, added to 41 and reduced 61. The biggest buy was Apple (AAPL, shares +32%) and the biggest sale an exit from CrowdStrike Class A (CRWD).
- Most Recent 13F
- Q2 2026
- Location
- WARSAW, R9
- CIK
- 0002079571
- Portfolio Value
- $259.2M (Q3 2024)
- SEC Filing
- 0002079571-25-000004 ↗ filed Aug 29, 2025
Holdings Value
Holdings 177 stocks · $259.2M
| NVDA Nvidia Corp. | 6.37% | 136,009 | $16.5M | Reduce -3.6% |
| MSFT Microsoft Corp. | 4.20% | 25,308 | $10.9M | Add +16.3% |
| AMD Advanced Micro Devices | 3.63% | 57,330 | $9.4M | Add +0.4% |
| AAPL Apple Inc. | 3.53% | 39,241 | $9.1M | Add +31.7% |
| MRVL Marvell Technology Inc. | 3.44% | 123,486 | $8.9M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.11% | 43,233 | $8.1M | Reduce -12.2% |
| ISRG Intuitive Surgical Inc. | 2.90% | 15,296 | $7.5M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 2.67% | 41,331 | $6.9M | Reduce -7.5% |
| ARM Arm Holdings PLC-ADR | 2.64% | 47,785 | $6.8M | Reduce -2.0% |
| NOW ServiceNow Inc. | 2.41% | 6,985 | $6.2M | Reduce -4.0% |
| PSN Parsons Corp. | 2.38% | 59,464 | $6.2M | Add +2.2% |
| MA Mastercard Inc. Class A | 2.24% | 11,775 | $5.8M | Reduce -0.1% |
| CRM Salesforce Inc. | 2.18% | 20,604 | $5.6M | Reduce -1.9% |
| ROAD Construction Partners Inc. Class A | 2.14% | 79,305 | $5.5M | Reduce -0.1% |
| MPWR Monolithic Power Systems Inc. | 1.97% | 5,529 | $5.1M | Add +0.6% |
| V Visa Inc. Class A | 1.89% | 17,856 | $4.9M | Reduce -14.4% |
| CLH Clean Harbors Inc. | 1.87% | 20,057 | $4.8M | No change |
| CYBR Cyberark Software Ltd./Israel | 1.74% | 15,440 | $4.5M | Add +1.3% |
| SYM Symbotic Inc. | 1.71% | 182,223 | $4.4M | Add +76.5% |
| MU Micron Technology Inc. | 1.57% | 39,215 | $4.1M | Reduce -1.3% |
| QCOM Qualcomm Inc. | 1.52% | 23,151 | $3.9M | Reduce -2.3% |
| ELF Elf Beauty Inc. | 1.36% | 32,336 | $3.5M | Reduce -0.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.26% | 65,200 | $3.3M | Add +3.9% |
| MLM Martin Marietta Materials | 1.23% | 5,905 | $3.2M | Reduce -0.2% |
| IRDM Iridium Communications Inc. | 1.22% | 104,043 | $3.2M | No change |
| PWR Quanta Services Inc. | 1.17% | 10,134 | $3.0M | Reduce -0.2% |
| VMC Vulcan Materials Co. | 1.13% | 11,698 | $2.9M | Reduce -0.2% |
| RMBS Rambus Inc. | 1.11% | 68,400 | $2.9M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.11% | 27,038 | $2.9M | Add +13.4% |
| FSS Federal Signal Corp. | 1.10% | 30,536 | $2.9M | Add +1.5% |
| KO The Coca-Cola Co. | 1.03% | 37,331 | $2.7M | Reduce -38.8% |
| WCN Waste Connections Inc. | 0.99% | 14,329 | $2.6M | Add +1.6% |
| XYZ Block Inc. | 0.97% | 37,400 | $2.5M | No change |
| WAB Wabtec Corp. | 0.91% | 12,943 | $2.4M | Add +1.5% |
| AVAV Aerovironment Inc. | 0.89% | 11,500 | $2.3M | Reduce -16.5% |
| FLYW Flywire Corp.-Voting | 0.87% | 138,100 | $2.3M | No change |
| DDOG Datadog Inc. Class A | 0.85% | 19,090 | $2.2M | Reduce -5.8% |
| IR Ingersoll-Rand Inc. | 0.81% | 21,357 | $2.1M | Reduce -0.2% |
| CP Canadian Pacific Kansas City | 0.77% | 23,416 | $2.0M | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.75% | 4,976 | $1.9M | Reduce -10.1% |
| MUSA Murphy USA Inc. | 0.69% | 3,628 | $1.8M | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 0.68% | 11,000 | $1.8M | No change |
| CDNS Cadence Design SYS Inc. | 0.68% | 6,500 | $1.8M | Add +10.3% |
| SHW The Sherwin-Williams Co. | 0.67% | 4,565 | $1.7M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.65% | 2,932 | $1.7M | Add +15.3% |
| DECK Deckers Outdoor Corp. | 0.59% | 9,630 | $1.5M | Reduce -32.5% |
| LSCC Lattice Semiconductor Corp. | 0.58% | 28,570 | $1.5M | No change |
| EXTR Extreme Networks Inc. | 0.58% | 100,400 | $1.5M | No change |
| GFF Griffon Corp. | 0.56% | 20,800 | $1.5M | Reduce -0.7% |
| LIN Linde PLC | 0.54% | 2,923 | $1.4M | Reduce -0.8% |
| EOG EOG Resources Inc. | 0.53% | 11,183 | $1.4M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.50% | 1,472 | $1.3M | Reduce -24.1% |
| NTRA Natera Inc. | 0.49% | 10,010 | $1.3M | Reduce -22.5% |
| MCHP Microchip Technology Inc. | 0.48% | 15,600 | $1.3M | No change |
| DXCM Dexcom Inc. | 0.45% | 17,220 | $1.2M | Reduce -55.2% |
| FISV Fiserv Inc. | 0.44% | 6,382 | $1.1M | Add +0.0% |
| MPC Marathon Petroleum Corp. | 0.44% | 6,951 | $1.1M | Reduce -1.7% |
| ADSK Autodesk Inc. | 0.44% | 4,097 | $1.1M | No change |
| HUBS HubSpot Inc. | 0.43% | 2,115 | $1.1M | Reduce -10.9% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.42% | 10,809 | $1.1M | No change |
| FRPT Freshpet Inc. | 0.41% | 7,800 | $1.1M | Add +11.4% |
| ABBV Abbvie Inc. | 0.41% | 5,397 | $1.1M | Add +0.5% |
| COP Conocophillips | 0.41% | 10,035 | $1.1M | Add +2.3% |
| WM Waste Management Inc. | 0.40% | 5,049 | $1.0M | Add +24.7% |
| EMR Emerson Electric Co. | 0.38% | 9,100 | $995K | No change |
| PANW Palo Alto Networks Inc. | 0.37% | 2,800 | $957K | No change |
| SNPS Synopsys Inc. | 0.36% | 1,850 | $937K | No change |
| VEEV Veeva Systems Inc. Class A | 0.35% | 4,310 | $905K | No change |
| ANSS Ansys Inc. | 0.34% | 2,750 | $876K | Reduce -15.4% |
| PTC PTC Inc. | 0.33% | 4,800 | $867K | No change |
| B Barrick Gold Corp. | 0.31% | 40,098 | $798K | Reduce -4.8% |
| CROX Crocs Inc. | 0.30% | 5,422 | $785K | Add +5.5% |
| SPGI S&P Global Inc. | 0.30% | 1,500 | $775K | No change |
| MNST Monster Beverage Corp. | 0.30% | 14,750 | $770K | No change |
| ROK Rockwell Automation Inc. | 0.27% | 2,650 | $711K | No change |
| TW Tradeweb Markets Inc. Class A | 0.27% | 5,730 | $709K | Add +53.6% |
| MHO M/I Homes Inc. | 0.26% | 3,990 | $684K | New |
| NEM Newmont Corp. | 0.25% | 12,198 | $652K | Add +20.5% |
| AXONICS INC | 0.25% | 9,200 | $640K | No change |
| CSX CSX Corp. | 0.24% | 18,173 | $628K | No change |
| UNP Union Pacific Corp. | 0.24% | 2,500 | $616K | No change |
| NVTS Navitas Semiconductor Corp. | 0.23% | 240,300 | $589K | No change |
| PCOR Procore Technologies Inc. | 0.23% | 9,500 | $586K | No change |
| ORLY O'reilly Automotive Inc. | 0.22% | 500 | $576K | No change |
| DVN Devon Energy Corp. | 0.22% | 14,500 | $567K | Reduce -1.3% |
| FICO Fair Isaac Corp. | 0.21% | 280 | $544K | No change |
| ADBE Adobe Inc. | 0.20% | 1,000 | $518K | No change |
| HD Home Depot Inc. | 0.20% | 1,272 | $515K | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.19% | 2,374 | $501K | Add +1.4% |
| FCX Freeport-McMoran Inc. | 0.19% | 9,971 | $498K | Reduce -29.9% |
| GXO Gxo Logistics Inc. | 0.19% | 9,300 | $484K | New |
| LULU Lululemon Athletica Inc. | 0.18% | 1,750 | $475K | No change |
| MCO Moody's Corp. | 0.18% | 1,000 | $475K | Reduce -23.1% |
| KTOS Kratos Defense & Security | 0.18% | 19,900 | $464K | Add +373.8% |
| POOL Pool Corp. | 0.16% | 1,112 | $419K | No change |
| TOL Toll Brothers Inc. | 0.16% | 2,651 | $410K | Add +20.9% |
| MSCI MSCI Inc. | 0.16% | 700 | $408K | No change |
| CWST Casella Waste Systems Inc. Class A | 0.15% | 3,900 | $388K | Add +11.4% |
| FERG Ferguson Enterprises Inc. | 0.13% | 1,750 | $347K | New |
| NOG Northern Oil and Gas Inc. | 0.13% | 9,800 | $347K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −1.53 |
| ELF Elf Beauty Inc. | Reduce -0.1% | 1.36% | −1.23 |
| DXCM Dexcom Inc. | Reduce -55.2% | 0.45% | −1.21 |
| AMZN Amazon.com Inc. | Reduce -12.2% | 3.11% | −0.51 |
| GOOG Alphabet Inc. Class C | Reduce -7.5% | 2.67% | −0.45 |
| KO The Coca-Cola Co. | Reduce -38.8% | 1.03% | −0.44 |
| MU Micron Technology Inc. | Reduce -1.3% | 1.57% | −0.42 |
| ARM Arm Holdings PLC-ADR | Reduce -2.0% | 2.64% | −0.40 |
| DECK Deckers Outdoor Corp. | Reduce -32.5% | 0.59% | −0.28 |
| QCOM Qualcomm Inc. | Reduce -2.3% | 1.52% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -73.5% | 0.12% | −0.27 |
| NVDA Nvidia Corp. | Reduce -3.6% | 6.37% | −0.25 |
| V Visa Inc. Class A | Reduce -14.4% | 1.89% | −0.19 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -97.1% | 0.01% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -24.1% | 0.50% | −0.16 |
| DDOG Datadog Inc. Class A | Reduce -5.8% | 0.85% | −0.15 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.10 |
| HUBS HubSpot Inc. | Reduce -10.9% | 0.43% | −0.10 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.10 |
| CAMT Camtek Ltd. | Sold out | 0.00% | −0.09 |
| WFC Wells Fargo & Co. | Reduce -53.8% | 0.06% | −0.08 |
| FCX Freeport-McMoran Inc. | Reduce -29.9% | 0.19% | −0.07 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.07 |
| AVAV Aerovironment Inc. | Reduce -16.5% | 0.89% | −0.06 |
| ANSS Ansys Inc. | Reduce -15.4% | 0.34% | −0.06 |
| DVN Devon Energy Corp. | Reduce -1.3% | 0.22% | −0.05 |
| NTRA Natera Inc. | Reduce -22.5% | 0.49% | −0.04 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.04 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -41.0% | 0.05% | −0.03 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -1.7% | 0.44% | −0.03 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -38.1% | 0.05% | −0.03 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.03 |
| MCO Moody's Corp. | Reduce -23.1% | 0.18% | −0.03 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.02 |
| DE Deere & Co. | Reduce -49.6% | 0.03% | −0.02 |
| SITM Sitime Corp. | Sold out | 0.00% | −0.02 |
| CALY Callaway Golf Company | Sold out | 0.00% | −0.02 |
| FDX FedEx Corp. | Reduce -22.9% | 0.06% | −0.02 |
| EOG EOG Resources Inc. | Reduce -2.5% | 0.53% | −0.02 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.01 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.01 |
| LOPE Grand Canyon Education Inc. | Sold out | 0.00% | −0.01 |
| LBRT Liberty Energy Inc. | Sold out | 0.00% | −0.00 |
| MNDY Monday.com Ltd. | Reduce -17.9% | 0.07% | −0.00 |
| OC Owens Corning | Reduce -34.6% | 0.01% | −0.00 |
| BOOT Boot Barn Holdings Inc. | Reduce -37.7% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -16.5% | 0.01% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +31.7% | 3.53% | +1.14 |
| PSN Parsons Corp. | Add +2.2% | 2.38% | +0.57 |
| MSFT Microsoft Corp. | Add +16.3% | 4.20% | +0.50 |
| BABA Alibaba Group Holding-SP ADR | Add +13.4% | 1.11% | +0.45 |
| ONON On Holding AG Class A | Add +3.9% | 1.26% | +0.34 |
| SYM Symbotic Inc. | Add +76.5% | 1.71% | +0.33 |
| MHO M/I Homes Inc. | New | 0.26% | +0.26 |
| MPWR Monolithic Power Systems Inc. | Add +0.6% | 1.97% | +0.26 |
| GXO Gxo Logistics Inc. | New | 0.19% | +0.19 |
| META Meta Platforms Inc. Class A | Add +15.3% | 0.65% | +0.16 |
| SHW The Sherwin-Williams Co. | Add +1.0% | 0.67% | +0.16 |
| CYBR Cyberark Software Ltd./Israel | Add +1.3% | 1.74% | +0.15 |
| KTOS Kratos Defense & Security | Add +373.8% | 0.18% | +0.15 |
| FSS Federal Signal Corp. | Add +1.5% | 1.10% | +0.14 |
| WAB Wabtec Corp. | Add +1.5% | 0.91% | +0.14 |
| FERG Ferguson Enterprises Inc. | New | 0.13% | +0.13 |
| TW Tradeweb Markets Inc. Class A | Add +53.6% | 0.27% | +0.12 |
| AMD Advanced Micro Devices | Add +0.4% | 3.63% | +0.11 |
| AGI Alamos Gold Inc. Class A | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | New | 0.10% | +0.10 |
| NEM Newmont Corp. | Add +20.5% | 0.25% | +0.09 |
| FISV Fiserv Inc. | Add +0.0% | 0.44% | +0.08 |
| WM Waste Management Inc. | Add +24.7% | 0.40% | +0.08 |
| LEVI Levi Strauss & Co. Class A | New | 0.08% | +0.08 |
| FRPT Freshpet Inc. | Add +11.4% | 0.41% | +0.07 |
| TOL Toll Brothers Inc. | Add +20.9% | 0.16% | +0.06 |
| ADUS Addus Homecare Corp. | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +0.5% | 0.41% | +0.06 |
| MANH Manhattan Associates Inc. | New | 0.05% | +0.05 |
| BLK BlackRock Finance Inc. | New | 0.05% | +0.05 |
| TTD Trade Desk Inc./the Class A | New | 0.05% | +0.05 |
| WCN Waste Connections Inc. | Add +1.6% | 0.99% | +0.05 |
| UMBF Umb Financial Corp. | New | 0.05% | +0.05 |
| KMPR Kemper Corp. | New | 0.04% | +0.04 |
| CUBI Customers Bancorp Inc. | New | 0.04% | +0.04 |
| PHM Pultegroup Inc. | Add +47.5% | 0.09% | +0.04 |
| LNG Cheniere Energy Inc. | Add +53.1% | 0.11% | +0.04 |
| HEI Heico Corp. | New | 0.04% | +0.04 |
| KNSL Kinsale Capital Group Inc. | Add +31.1% | 0.11% | +0.04 |
| SOFI Sofi Technologies Inc. | New | 0.04% | +0.04 |
| TOST Toast Inc. Class A | Add +54.5% | 0.08% | +0.04 |
| REGN Regeneron Pharmaceuticals | New | 0.03% | +0.03 |
| MELI MercadoLibre Inc. | Add +29.4% | 0.09% | +0.03 |
| MDB Mongodb Inc. | Add +182.1% | 0.05% | +0.03 |
| TDW Tidewater Inc. | Add +566.7% | 0.04% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +108.2% | 0.05% | +0.02 |
| PRMW Primo Water Corp. | Add +10.0% | 0.11% | +0.02 |
| CROX Crocs Inc. | Add +5.5% | 0.30% | +0.02 |
| CWST Casella Waste Systems Inc. Class A | Add +11.4% | 0.15% | +0.02 |
| TSLA Tesla Inc. | Add +20.9% | 0.04% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 199 | $300.5M | NVDA, MSFT, GOOG, MU, AMZN |
| Q1 2026 | 191 | $242.1M | NVDA, MSFT, GOOG, AMZN, AMD |
| Q4 2025 | 181 | $264.0M | NVDA, MSFT, GOOG, AMZN, AAPL |
| Q3 2025 | 190 | $249.7M | NVDA, MSFT, AAPL, GOOG, MA |
| Q2 2025 | 200 | $249.3M | MSFT, NVDA, AAPL, NOW, MA |
| Q1 2025 | 185 | $211.9M | NVDA, MSFT, AMZN, AAPL, NOW |
| Q4 2024 | 180 | $251.8M | NVDA, MSFT, AMZN, MRVL, TSLA |
| Q3 2024 | 177 | $259.2M | NVDA, MSFT, AMD, AAPL, MRVL |
| Q2 2024 | 162 | $263.0M | NVDA, MSFT, AMZN, AMD, MRVL |
| Q1 2024 | 169 | $253.7M | NVDA, MRVL, AMD, AMZN, MSFT |