Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 14, 2025), Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported 185 stock positions worth $211.9 million. Its top holding was Nvidia (NVDA) at 5.3% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Amazon.com (AMZN, 4.6%). Compared with Q4 2024, it opened 25 new positions, sold out of 20, added to 51 and reduced 71. The biggest buy was MercadoLibre (MELI, shares +774%) and the biggest sale Tesla (TSLA, shares −74%).

Most Recent 13F
Q2 2026
Location
WARSAW, R9
CIK
0002079571
Portfolio Value
$211.9M (Q1 2025)
SEC Filing
0002079571-25-000002 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $253.7M Q1 2024 Q2 2024: $263.0M Q2 2024 Q3 2024: $259.2M Q3 2024 Q4 2024: $251.8M Q4 2024 Q1 2025: $211.9M $211.9M Q1 2025 Q2 2025: $249.3M Q2 2025 Q3 2025: $249.7M Q3 2025 Q4 2025: $264.0M Q4 2025 Q1 2026: $242.1M Q1 2026 Q2 2026: $300.5M Q2 2026

Holdings 185 stocks · $211.9M
NVDA Nvidia Corp. 5.32% 103,953 $11.3M Reduce -6.1%
MSFT Microsoft Corp. 5.27% 29,749 $11.2M Add +25.4%
AMZN Amazon.com Inc. 4.61% 51,384 $9.8M Add +14.5%
AAPL Apple Inc. 3.21% 30,627 $6.8M Reduce -1.3%
NOW ServiceNow Inc. 3.08% 8,191 $6.5M Add +23.8%
GOOG Alphabet Inc. Class C 2.96% 40,097 $6.3M Reduce -0.9%
MA Mastercard Inc. Class A 2.79% 10,800 $5.9M Add +16.9%
ISRG Intuitive Surgical Inc. 2.78% 11,908 $5.9M Reduce -10.3%
CRM Salesforce Inc. 2.15% 16,939 $4.5M Reduce -17.9%
V Visa Inc. Class A 2.04% 12,328 $4.3M Reduce -9.0%
AMD Advanced Micro Devices 2.03% 41,907 $4.3M Reduce -24.2%
MRVL Marvell Technology Inc. 1.99% 68,445 $4.2M Reduce -19.4%
CYBR Cyberark Software Ltd./Israel 1.93% 12,110 $4.1M Reduce -4.9%
ARM Arm Holdings PLC-ADR 1.85% 36,770 $3.9M Reduce -22.4%
CLH Clean Harbors Inc. 1.62% 17,457 $3.4M Reduce -21.6%
ROAD Construction Partners Inc. Class A 1.61% 47,465 $3.4M Reduce -28.1%
MELI MercadoLibre Inc. 1.57% 1,705 $3.3M Add +774.4%
DXCM Dexcom Inc. 1.35% 41,920 $2.9M Add +143.4%
MPWR Monolithic Power Systems Inc. 1.26% 4,615 $2.7M Reduce -14.4%
CME Cme Group Inc. 1.14% 9,100 $2.4M New
SYM Symbotic Inc. 1.09% 114,255 $2.3M Add +224.1%
MU Micron Technology Inc. 1.08% 26,310 $2.3M Reduce -34.4%
RMBS Rambus Inc. 1.07% 43,650 $2.3M Reduce -31.8%
PWR Quanta Services Inc. 1.05% 8,751 $2.2M Reduce -8.2%
KVYO Klaviyo Inc. Class A 1.02% 71,528 $2.2M Add +2.5%
WCN Waste Connections Inc. 1.00% 10,886 $2.1M Reduce -24.0%
BROS Dutch Bros Inc. Class A 0.98% 33,493 $2.1M Add +19.8%
META Meta Platforms Inc. Class A 0.96% 3,536 $2.0M Add +0.1%
DDOG Datadog Inc. Class A 0.95% 20,221 $2.0M Reduce -5.5%
XYZ Block Inc. 0.93% 36,300 $2.0M Reduce -8.4%
FSS Federal Signal Corp. 0.92% 26,498 $1.9M Reduce -13.2%
VMC Vulcan Materials Co. 0.91% 8,305 $1.9M Add +27.2%
CHWY Chewy Inc. Class A 0.87% 56,949 $1.9M Add +2.2%
MLM Martin Marietta Materials 0.87% 3,857 $1.8M Reduce -2.9%
ONON On Holding AG Class A filed as ON HLDG AG 0.84% 40,750 $1.8M Reduce -36.0%
WAB Wabtec Corp. 0.83% 9,701 $1.8M Reduce -9.3%
KTOS Kratos Defense & Security 0.82% 58,688 $1.7M Add +0.2%
MCK McKesson Corp. 0.81% 2,560 $1.7M New
QCOM Qualcomm Inc. 0.81% 11,154 $1.7M Reduce -33.1%
CDNS Cadence Design SYS Inc. 0.78% 6,500 $1.7M No change
OSW Onespaworld Holdings Ltd. 0.76% 95,536 $1.6M No change
FRPT Freshpet Inc. 0.73% 18,715 $1.6M Add +12.0%
CP Canadian Pacific Kansas City 0.72% 21,650 $1.5M Reduce -7.5%
TOST Toast Inc. Class A 0.71% 45,200 $1.5M Add +3.7%
LSCC Lattice Semiconductor Corp. 0.71% 28,570 $1.5M No change
TSLA Tesla Inc. 0.69% 5,670 $1.5M Reduce -74.1%
JPM JPMorgan Chase & Co. 0.68% 5,860 $1.4M Add +148.9%
COST Costco Wholesale Corp. 0.66% 1,481 $1.4M New
HUBS HubSpot Inc. 0.65% 2,411 $1.4M No change
GFF Griffon Corp. 0.64% 18,870 $1.3M Reduce -16.0%
ICE Intercontinental Exchange Inc. 0.61% 7,500 $1.3M Reduce -16.7%
KO The Coca-Cola Co. 0.59% 17,470 $1.3M Reduce -58.7%
WMT Walmart Inc. 0.58% 14,039 $1.2M Add +311.0%
VEEV Veeva Systems Inc. Class A 0.58% 5,310 $1.2M Add +23.2%
PSN Parsons Corp. 0.58% 20,608 $1.2M Reduce -41.9%
IR Ingersoll-Rand Inc. 0.57% 15,042 $1.2M Reduce -29.6%
CAT Caterpillar Inc. 0.56% 3,607 $1.2M Reduce -25.9%
AAON Aaon Inc. 0.54% 14,750 $1.2M Reduce -5.5%
ABBV Abbvie Inc. 0.53% 5,310 $1.1M No change
EXTR Extreme Networks Inc. 0.51% 82,000 $1.1M Reduce -18.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.50% 25,154 $1.0M Add +139.7%
SITE Siteone Landscape Supply Inc. 0.49% 8,600 $1.0M No change
WFC Wells Fargo & Co. 0.48% 14,166 $1.0M Add +188.8%
SPGI S&P Global Inc. 0.48% 2,000 $1.0M Add +33.3%
EMR Emerson Electric Co. 0.47% 9,100 $998K No change
CCL Carnival Corp. 0.46% 50,126 $979K Add +1.4%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.45% 92,700 $949K Add +865.6%
TW Tradeweb Markets Inc. Class A 0.45% 6,365 $945K Reduce -4.0%
NTRA Natera Inc. 0.44% 6,530 $923K Reduce -6.0%
ANSS Ansys Inc. 0.41% 2,750 $871K No change
WM Waste Management Inc. 0.38% 3,437 $796K Reduce -31.9%
SNPS Synopsys Inc. 0.37% 1,850 $793K No change
MCHP Microchip Technology Inc. 0.36% 15,600 $755K No change
PANW Palo Alto Networks Inc. 0.35% 4,382 $748K Reduce -18.1%
PTC PTC Inc. 0.35% 4,800 $744K No change
CRWD CrowdStrike Holdings Inc. Class A 0.35% 2,102 $741K New
FICO Fair Isaac Corp. 0.35% 400 $738K Add +42.9%
SNOW Snowflake Inc. 0.34% 4,900 $716K No change
AEM Agnico Eagle Mines Ltd. 0.31% 6,139 $667K Add +116.2%
PCOR Procore Technologies Inc. 0.30% 9,500 $627K No change
MNST Monster Beverage Corp. 0.29% 10,650 $623K Reduce -27.8%
IRDM Iridium Communications Inc. 0.29% 22,423 $613K Reduce -74.4%
ROK Rockwell Automation Inc. 0.28% 2,310 $597K Reduce -12.8%
ADSK Autodesk Inc. 0.28% 2,270 $594K Reduce -10.9%
UNP Union Pacific Corp. 0.28% 2,500 $591K No change
BSX Boston Scientific Corp. 0.28% 5,777 $583K New
DECK Deckers Outdoor Corp. 0.27% 5,062 $566K Reduce -8.0%
AGI Alamos Gold Inc. Class A 0.26% 20,228 $542K Add +34.9%
GXO Gxo Logistics Inc. 0.25% 13,500 $528K No change
LYV Live Nation Entertainment Inc. 0.25% 4,000 $522K New
SHOP Shopify Inc. Class A 0.24% 5,406 $516K Add +8.1%
CWST Casella Waste Systems Inc. Class A 0.22% 4,100 $457K Add +5.1%
PRMB Primo Brands Corp. 0.21% 12,500 $444K Add +4.2%
CSX CSX Corp. 0.21% 15,000 $441K Reduce -17.5%
TEAM Atlassian Corp. Class A 0.20% 2,000 $424K New
BABA Alibaba Group Holding-SP ADR 0.20% 3,186 $421K Reduce -43.4%
NVTS Navitas Semiconductor Corp. 0.19% 200,000 $410K Reduce -16.8%
PM Philip Morris International 0.19% 2,500 $397K No change
MSCI MSCI Inc. 0.19% 700 $396K No change
CROX Crocs Inc. 0.19% 3,700 $393K Reduce -18.3%
MHO M/I Homes Inc. 0.18% 3,339 $381K Reduce -16.8%
LIN Linde PLC 0.18% 800 $373K No change
SG Sweetgreen Inc. Class A 0.17% 14,780 $370K Add +37.1%
KMPR Kemper Corp. 0.17% 5,500 $368K Add +10.0%
ORLY O'reilly Automotive Inc. 0.16% 240 $344K Reduce -38.8%
SGI Somnigroup International Inc. 0.16% 5,500 $329K No change
MCO Moody's Corp. 0.15% 700 $326K No change
LNG Cheniere Energy Inc. 0.15% 1,332 $308K Reduce -29.9%
TSM Taiwan Semiconductor-SP ADR 0.14% 1,800 $299K Reduce -5.3%
NOV Nov Inc. 0.14% 19,500 $297K No change
NOG Northern Oil and Gas Inc. 0.14% 9,800 $296K No change
HD Home Depot Inc. 0.14% 800 $293K No change
KNSL Kinsale Capital Group Inc. 0.14% 600 $292K Reduce -18.9%
PGR Progressive Corp. 0.13% 993 $281K Add +231.0%
FERG Ferguson Enterprises Inc. 0.13% 1,750 $280K No change
LLY Eli Lilly & Co. 0.13% 325 $268K Add +124.1%
GH Guardant Health Inc. 0.12% 6,000 $256K New
CUBI Customers Bancorp Inc. 0.12% 5,000 $251K No change
TDY Teledyne Technologies Inc. 0.12% 500 $249K Add +11.1%
SHW The Sherwin-Williams Co. 0.12% 700 $244K No change
NFLX Netflix Inc. 0.11% 250 $233K Add +38.9%
POOL Pool Corp. 0.11% 700 $223K No change
EOG EOG Resources Inc. 0.10% 1,709 $219K Reduce -83.8%
NET Cloudflare Inc. Class A 0.10% 1,935 $218K Add +265.1%
ELF Elf Beauty Inc. 0.10% 3,400 $213K Reduce -78.6%
FCX Freeport-McMoran Inc. 0.09% 5,074 $192K Add +1.2%
UMBF Umb Financial Corp. 0.09% 1,900 $192K No change
MNDY Monday.com Ltd. 0.09% 773 $188K No change
AXON Axon Enterprise Inc. 0.09% 350 $184K No change
COP Conocophillips 0.08% 1,668 $175K Reduce -21.9%
ADUS Addus Homecare Corp. 0.08% 1,700 $168K No change
CDE Coeur Mining Inc. 0.08% 27,968 $166K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.08% 2,989 $164K Add +30.0%
BOOT Boot Barn Holdings Inc. 0.08% 1,500 $161K Reduce -4.8%
DNB Dun & Bradstreet Holdings Inc. 0.08% 18,000 $161K No change
LEVI Levi Strauss & Co. Class A 0.07% 9,000 $140K No change
AVGO Broadcom Inc. 0.06% 763 $128K Reduce -66.9%
PLTR Palantir Technologies Inc. Class A 0.06% 1,500 $127K New
MUSA Murphy USA Inc. 0.06% 266 $125K Reduce -37.9%
AZO AutoZone Inc. 0.06% 32 $122K Add +540.0%
JNJ Johnson & Johnson 0.06% 705 $117K New
HWM Howmet Aerospace Inc. 0.06% 900 $117K New
B Barrick Gold Corp. 0.06% 6,001 $117K Reduce -37.5%
FLS Flowserve Corp. 0.05% 2,280 $111K New
DE Deere & Co. 0.05% 213 $100K Add +6.0%
PNC PNC Financial Services Group 0.04% 527 $93K Reduce -29.6%
EXAS Exact Sciences Corp. 0.04% 2,000 $87K No change
WIX Wix.com Ltd. 0.04% 500 $82K No change
COF Capital One Financial Corp. 0.04% 437 $78K Add +2.8%
RCL Royal Caribbean Cruises Ltd. 0.03% 346 $71K Add +765.0%
TOL Toll Brothers Inc. 0.03% 670 $71K Reduce -34.9%
BKR Baker Hughes Co. 0.03% 1,602 $70K New
NEM Newmont Corp. 0.03% 1,440 $70K Reduce -50.2%
TDW Tidewater Inc. 0.03% 1,500 $63K No change
TTWO Take-Two Interactive Softwre 0.03% 289 $60K New
HBAN Huntington Bancshares Inc. 0.03% 3,822 $57K Reduce -41.7%
FITB Fifth Third Bancorp 0.03% 1,350 $53K Reduce -48.0%
TREX Trex Company Inc. 0.02% 792 $46K Reduce -13.6%
KR Kroger Co. 0.01% 420 $28K Add +20.0%
AR Antero Resources Corp. 0.01% 570 $23K Add +72.7%
CB Chubb Ltd. 0.01% 76 $23K Add +16.9%
HIG Hartford Insurance Group Inc. 0.01% 185 $23K Add +15.6%
CPAY Corpay Inc. 0.01% 65 $23K New
ELV Elevance Health Inc. 0.01% 50 $22K New
FISV Fiserv Inc. 0.01% 95 $21K Add +90.0%
CMI Cummins Inc. 0.01% 65 $20K Add +30.0%
CVS CVS Health Corp. 0.01% 300 $20K New
EXP Eagle Materials Inc. 0.01% 70 $16K Add +27.3%
RL Ralph Lauren Corp. 0.01% 70 $15K Reduce -33.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 60 $15K New
JHG Janus Henderson Group PLC 0.01% 380 $14K New
RRC Range Resources Corp. 0.01% 300 $12K No change
COR Cencora Inc. 0.01% 43 $12K New
FDX FedEx Corp. 0.01% 46 $11K Reduce -91.5%
OMC Omnicom Group 0.01% 133 $11K New
SYF Synchrony Financial 0.01% 200 $11K Add +25.0%
XOM Exxon Mobil Corp. 0.00% 85 $10K New
OC Owens Corning 0.00% 70 $10K Add +48.9%
CMA Comerica Inc. 0.00% 160 $9K Reduce -27.3%
M Macy's Inc. 0.00% 750 $9K Reduce -31.8%
EXPE Expedia Group Inc. 0.00% 55 $9K No change
ANET Arista Networks Inc. 0.00% 100 $8K Reduce -96.4%
AMGN Amgen Inc. 0.00% 20 $6K New
ANF Abercrombie & Fitch Co. Class A 0.00% 70 $5K Reduce -56.3%
MRK Merck & Co. Inc. 0.00% 10 $898 New

Portfolio Sells Q4 2024 → Q1 2025
TSLA Tesla Inc. Reduce -74.1% 0.69% −2.93
MRVL Marvell Technology Inc. Reduce -19.4% 1.99% −1.78
ROAD Construction Partners Inc. Class A Reduce -28.1% 1.61% −0.73
NVDA Nvidia Corp. Reduce -6.1% 5.32% −0.73
PSN Parsons Corp. Reduce -41.9% 0.58% −0.73
IRDM Iridium Communications Inc. Reduce -74.4% 0.29% −0.72
ELF Elf Beauty Inc. Reduce -78.6% 0.10% −0.70
AMD Advanced Micro Devices Reduce -24.2% 2.03% −0.66
CRM Salesforce Inc. Reduce -17.9% 2.15% −0.61
ONON On Holding AG Class A Reduce -36.0% 0.84% −0.55
ARM Arm Holdings PLC-ADR Reduce -22.4% 1.85% −0.52
KO The Coca-Cola Co. Reduce -58.7% 0.59% −0.45
XYZ Block Inc. Reduce -8.4% 0.93% −0.45
CLH Clean Harbors Inc. Reduce -21.6% 1.62% −0.41
EOG EOG Resources Inc. Reduce -83.8% 0.10% −0.40
RMBS Rambus Inc. Reduce -31.8% 1.07% −0.30
MU Micron Technology Inc. Reduce -34.4% 1.08% −0.28
DDOG Datadog Inc. Class A Reduce -5.5% 0.95% −0.28
QCOM Qualcomm Inc. Reduce -33.1% 0.81% −0.21
IR Ingersoll-Rand Inc. Reduce -29.6% 0.57% −0.20
FSS Federal Signal Corp. Reduce -13.2% 0.92% −0.20
AAON Aaon Inc. Reduce -5.5% 0.54% −0.20
DECK Deckers Outdoor Corp. Reduce -8.0% 0.27% −0.18
NVTS Navitas Semiconductor Corp. Reduce -16.8% 0.19% −0.18
ADBE Adobe Inc. Sold out 0.00% −0.18
PWR Quanta Services Inc. Reduce -8.2% 1.05% −0.16
EXTR Extreme Networks Inc. Reduce -18.3% 0.51% −0.16
AVGO Broadcom Inc. Reduce -66.9% 0.06% −0.16
GOOG Alphabet Inc. Class C Reduce -0.9% 2.96% −0.14
CAT Caterpillar Inc. Reduce -25.9% 0.56% −0.14
ANET Arista Networks Inc. Reduce -96.4% 0.00% −0.12
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.09
SOFI Sofi Technologies Inc. Sold out 0.00% −0.09
MDB Mongodb Inc. Sold out 0.00% −0.09
BLK BlackRock Finance Inc. Sold out 0.00% −0.06
FDX FedEx Corp. Reduce -91.5% 0.01% −0.05
MANH Manhattan Associates Inc. Sold out 0.00% −0.05
PANW Palo Alto Networks Inc. Reduce -18.1% 0.35% −0.04
NSC Norfolk Southern Corp. Sold out 0.00% −0.04
HEI Heico Corp. Sold out 0.00% −0.04
MHO M/I Homes Inc. Reduce -16.8% 0.18% −0.03
WM Waste Management Inc. Reduce -31.9% 0.38% −0.03
MPWR Monolithic Power Systems Inc. Reduce -14.4% 1.26% −0.03
MUSA Murphy USA Inc. Reduce -37.9% 0.06% −0.03
CSX CSX Corp. Reduce -17.5% 0.21% −0.02
ORCL Oracle Corp. Sold out 0.00% −0.02
ORLY O'reilly Automotive Inc. Reduce -38.8% 0.16% −0.02
ADSK Autodesk Inc. Reduce -10.9% 0.28% −0.02
BOOT Boot Barn Holdings Inc. Reduce -4.8% 0.08% −0.02
FITB Fifth Third Bancorp Reduce -48.0% 0.03% −0.02

Portfolio Buys Q4 2024 → Q1 2025
MELI MercadoLibre Inc. Add +774.4% 1.57% +1.44
MSFT Microsoft Corp. Add +25.4% 5.27% +1.27
CME Cme Group Inc. New 1.14% +1.14
MA Mastercard Inc. Class A Add +16.9% 2.79% +0.87
DXCM Dexcom Inc. Add +143.4% 1.35% +0.82
MCK McKesson Corp. New 0.81% +0.81
SYM Symbotic Inc. Add +224.1% 1.09% +0.75
AMZN Amazon.com Inc. Add +14.5% 4.61% +0.67
COST Costco Wholesale Corp. New 0.66% +0.66
WMT Walmart Inc. Add +311.0% 0.58% +0.46
JPM JPMorgan Chase & Co. Add +148.9% 0.68% +0.45
NU Nu Holdings Ltd./Cayman Isl-A Add +865.6% 0.45% +0.41
BROS Dutch Bros Inc. Class A Add +19.8% 0.98% +0.39
CRWD CrowdStrike Holdings Inc. Class A New 0.35% +0.35
WFC Wells Fargo & Co. Add +188.8% 0.48% +0.34
BAC Bank of America Corp. Add +139.7% 0.50% +0.31
BSX Boston Scientific Corp. New 0.28% +0.28
NOW ServiceNow Inc. Add +23.8% 3.08% +0.27
LYV Live Nation Entertainment Inc. New 0.25% +0.25
VMC Vulcan Materials Co. Add +27.2% 0.91% +0.24
AEM Agnico Eagle Mines Ltd. Add +116.2% 0.31% +0.23
VEEV Veeva Systems Inc. Class A Add +23.2% 0.58% +0.22
KTOS Kratos Defense & Security Add +0.2% 0.82% +0.21
TEAM Atlassian Corp. Class A New 0.20% +0.20
SPGI S&P Global Inc. Add +33.3% 0.48% +0.18
AGI Alamos Gold Inc. Class A Add +34.9% 0.26% +0.15
META Meta Platforms Inc. Class A Add +0.1% 0.96% +0.13
FICO Fair Isaac Corp. Add +42.9% 0.35% +0.12
GH Guardant Health Inc. New 0.12% +0.12
CHWY Chewy Inc. Class A Add +2.2% 0.87% +0.12
PGR Progressive Corp. Add +231.0% 0.13% +0.10
LLY Eli Lilly & Co. Add +124.1% 0.13% +0.08
NET Cloudflare Inc. Class A Add +265.1% 0.10% +0.08
CDE Coeur Mining Inc. New 0.08% +0.08
TOST Toast Inc. Class A Add +3.7% 0.71% +0.07
PRMB Primo Brands Corp. Add +4.2% 0.21% +0.06
PLTR Palantir Technologies Inc. Class A New 0.06% +0.06
JNJ Johnson & Johnson New 0.06% +0.06
HWM Howmet Aerospace Inc. New 0.06% +0.06
FLS Flowserve Corp. New 0.05% +0.05
CWST Casella Waste Systems Inc. Class A Add +5.1% 0.22% +0.05
AZO AutoZone Inc. Add +540.0% 0.06% +0.05
NFLX Netflix Inc. Add +38.9% 0.11% +0.05
KMPR Kemper Corp. Add +10.0% 0.17% +0.04
SG Sweetgreen Inc. Class A Add +37.1% 0.17% +0.04
TDY Teledyne Technologies Inc. Add +11.1% 0.12% +0.03
BKR Baker Hughes Co. New 0.03% +0.03
SHOP Shopify Inc. Class A Add +8.1% 0.24% +0.03
RCL Royal Caribbean Cruises Ltd. Add +765.0% 0.03% +0.03
TTWO Take-Two Interactive Softwre New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 199$300.5MNVDA, MSFT, GOOG, MU, AMZN
Q1 2026 191$242.1MNVDA, MSFT, GOOG, AMZN, AMD
Q4 2025 181$264.0MNVDA, MSFT, GOOG, AMZN, AAPL
Q3 2025 190$249.7MNVDA, MSFT, AAPL, GOOG, MA
Q2 2025 200$249.3MMSFT, NVDA, AAPL, NOW, MA
Q1 2025 185$211.9MNVDA, MSFT, AMZN, AAPL, NOW
Q4 2024 180$251.8MNVDA, MSFT, AMZN, MRVL, TSLA
Q3 2024 177$259.2MNVDA, MSFT, AMD, AAPL, MRVL
Q2 2024 162$263.0MNVDA, MSFT, AMZN, AMD, MRVL
Q1 2024 169$253.7MNVDA, MRVL, AMD, AMZN, MSFT