Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported 190 stock positions worth $249.7 million. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Apple (AAPL, 4.5%). Compared with Q2 2025, it opened 13 new positions, sold out of 23, added to 33 and reduced 61. The biggest buy was Alphabet Class C (GOOG, shares +23%) and the biggest sale an exit from Dexcom (DXCM).

Most Recent 13F
Q2 2026
Location
WARSAW, R9
CIK
0002079571
Portfolio Value
$249.7M (Q3 2025)
SEC Filing
0002079571-25-000025 ↗ filed Nov 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 Q1 2025 Q2 2025: $249.3M Q2 2025 Q3 2025: $249.7M $249.7M Q3 2025 Q4 2025: $264.0M Q4 2025 Q1 2026: $242.1M Q1 2026 Q2 2026: $300.5M Q2 2026

Holdings 190 stocks · $249.7M
NVDA Nvidia Corp. 6.84% 91,507 $17.1M Reduce -3.9%
MSFT Microsoft Corp. 5.96% 28,743 $14.9M Reduce -7.4%
AAPL Apple Inc. 4.50% 44,078 $11.2M Reduce -1.3%
GOOG Alphabet Inc. Class C 3.56% 36,505 $8.9M Add +23.3%
MA Mastercard Inc. Class A 3.36% 14,737 $8.4M Reduce -3.0%
NOW ServiceNow Inc. 2.98% 8,088 $7.4M Reduce -2.9%
AMZN Amazon.com Inc. 2.79% 31,687 $7.0M Reduce -8.6%
V Visa Inc. Class A 2.38% 17,418 $5.9M Reduce -9.0%
ISRG Intuitive Surgical Inc. 2.12% 11,825 $5.3M Add +3.1%
META Meta Platforms Inc. Class A 1.97% 6,691 $4.9M Reduce -4.5%
ROAD Construction Partners Inc. Class A 1.94% 38,065 $4.8M Reduce -13.3%
KTOS Kratos Defense & Security 1.75% 47,820 $4.4M Reduce -6.3%
SYM Symbotic Inc. 1.69% 78,225 $4.2M Reduce -35.6%
CLH Clean Harbors Inc. 1.64% 17,657 $4.1M No change
AMD Advanced Micro Devices 1.61% 24,813 $4.0M Add +59.5%
MU Micron Technology Inc. 1.49% 22,195 $3.7M Reduce -15.6%
CRM Salesforce Inc. 1.43% 15,050 $3.6M Reduce -3.8%
CYBR Cyberark Software Ltd./Israel 1.36% 7,045 $3.4M Reduce -40.5%
MELI MercadoLibre Inc. 1.34% 1,428 $3.3M Reduce -6.4%
PWR Quanta Services Inc. 1.27% 7,661 $3.2M No change
MPWR Monolithic Power Systems Inc. 1.25% 3,387 $3.1M Reduce -5.5%
RMBS Rambus Inc. 1.24% 29,750 $3.1M Reduce -10.3%
DDOG Datadog Inc. Class A 1.24% 21,699 $3.1M Add +4.3%
NFLX Netflix Inc. 1.19% 2,475 $3.0M Reduce -3.3%
FSS Federal Signal Corp. 1.12% 23,498 $2.8M Reduce -13.6%
VMC Vulcan Materials Co. 1.08% 8,805 $2.7M Reduce -5.4%
ORCL Oracle Corp. 1.04% 9,228 $2.6M New
XYZ Block Inc. 1.03% 35,667 $2.6M Reduce -1.7%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.93% 144,300 $2.3M Reduce -3.6%
WM Waste Management Inc. 0.92% 10,437 $2.3M No change
CDNS Cadence Design SYS Inc. 0.91% 6,500 $2.3M No change
MLM Martin Marietta Materials 0.90% 3,562 $2.2M Reduce -7.7%
WCN Waste Connections Inc. 0.87% 12,386 $2.2M No change
ARM Arm Holdings PLC-ADR 0.86% 15,155 $2.1M Reduce -12.6%
MCK McKesson Corp. 0.79% 2,552 $2.0M No change
CP Canadian Pacific Kansas City 0.77% 25,650 $1.9M Add +18.5%
OSW Onespaworld Holdings Ltd. 0.75% 89,019 $1.9M Reduce -6.8%
QCOM Qualcomm Inc. 0.72% 10,775 $1.8M No change
TSLA Tesla Inc. 0.71% 4,010 $1.8M Add +16.9%
KO The Coca-Cola Co. 0.71% 26,735 $1.8M No change
JPM JPMorgan Chase & Co. 0.71% 5,612 $1.8M Reduce -7.7%
LSCC Lattice Semiconductor Corp. 0.70% 23,770 $1.7M Reduce -6.7%
WAB Wabtec Corp. 0.70% 8,691 $1.7M No change
S Sentinelone Inc. Class A 0.68% 97,000 $1.7M New
PSN Parsons Corp. 0.68% 20,587 $1.7M No change
KVYO Klaviyo Inc. Class A 0.68% 61,600 $1.7M Reduce -12.8%
ONON On Holding AG Class A filed as ON HLDG AG 0.63% 37,350 $1.6M Reduce -5.8%
WMT Walmart Inc. 0.58% 14,129 $1.5M Add +0.6%
CAT Caterpillar Inc. 0.56% 2,934 $1.4M Reduce -14.4%
VEEV Veeva Systems Inc. Class A 0.56% 4,665 $1.4M Reduce -7.4%
CME Cme Group Inc. 0.55% 5,039 $1.4M No change
GFF Griffon Corp. 0.54% 17,845 $1.4M Reduce -5.3%
AAON Aaon Inc. 0.51% 13,600 $1.3M No change
ICE Intercontinental Exchange Inc. 0.51% 7,500 $1.3M No change
MRVL Marvell Technology Inc. 0.49% 14,681 $1.2M Reduce -1.9%
NTRA Natera Inc. 0.47% 7,310 $1.2M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.47% 22,803 $1.2M Reduce -4.9%
PANW Palo Alto Networks Inc. 0.47% 5,736 $1.2M Add +3.1%
AVGO Broadcom Inc. 0.47% 3,537 $1.2M Add +94.9%
SNOW Snowflake Inc. 0.46% 5,070 $1.1M Reduce -0.7%
HD Home Depot Inc. 0.45% 2,800 $1.1M No change
CCL Carnival Corp. 0.45% 39,106 $1.1M Reduce -19.1%
CRWD CrowdStrike Holdings Inc. Class A 0.45% 2,279 $1.1M No change
SITE Siteone Landscape Supply Inc. 0.44% 8,600 $1.1M No change
COST Costco Wholesale Corp. 0.43% 1,164 $1.1M Reduce -17.2%
AEM Agnico Eagle Mines Ltd. 0.42% 6,292 $1.1M Reduce -9.9%
WFC Wells Fargo & Co. 0.42% 12,613 $1.1M Reduce -5.1%
CHWY Chewy Inc. Class A 0.42% 25,802 $1.0M Reduce -49.1%
IR Ingersoll-Rand Inc. 0.41% 12,499 $1.0M Reduce -6.3%
SPGI S&P Global Inc. 0.39% 2,000 $973K No change
BROS Dutch Bros Inc. Class A 0.37% 17,790 $931K Reduce -52.8%
BMY Bristol-Myers Squibb Co. 0.36% 20,000 $902K No change
NVTS Navitas Semiconductor Corp. 0.33% 113,000 $816K No change
MUSA Murphy USA Inc. 0.33% 2,100 $815K No change
ROK Rockwell Automation Inc. 0.32% 2,310 $807K No change
HUBS HubSpot Inc. 0.32% 1,715 $802K No change
TOST Toast Inc. Class A 0.32% 21,900 $800K Reduce -43.7%
GXO Gxo Logistics Inc. 0.32% 15,000 $793K Add +11.1%
AGI Alamos Gold Inc. Class A 0.31% 22,478 $784K Reduce -12.2%
PTC PTC Inc. 0.29% 3,565 $724K Reduce -15.7%
EMR Emerson Electric Co. 0.29% 5,500 $721K Reduce -39.6%
ADSK Autodesk Inc. 0.29% 2,270 $721K No change
MNST Monster Beverage Corp. 0.29% 10,650 $717K No change
FISV Fiserv Inc. 0.28% 5,400 $696K No change
EXTR Extreme Networks Inc. 0.28% 33,700 $696K Reduce -28.3%
PCOR Procore Technologies Inc. 0.28% 9,500 $693K No change
CDE Coeur Mining Inc. 0.28% 36,875 $692K Add +13.3%
BSX Boston Scientific Corp. 0.28% 7,058 $689K Add +4.1%
GH Guardant Health Inc. 0.27% 10,800 $675K Add +5.9%
MCHP Microchip Technology Inc. 0.26% 10,065 $646K Reduce -13.2%
MCD McDonald's Corp. 0.26% 2,098 $638K Reduce -39.7%
APP AppLovin Corp. Class A 0.25% 870 $625K Add +190.0%
TW Tradeweb Markets Inc. Class A 0.25% 5,540 $615K Reduce -71.3%
SHOP Shopify Inc. Class A 0.25% 4,136 $615K Reduce -10.7%
FICO Fair Isaac Corp. 0.24% 400 $599K No change
SHW The Sherwin-Williams Co. 0.24% 1,700 $589K Add +142.9%
SGI Somnigroup International Inc. 0.23% 6,750 $569K Add +7.1%
FRPT Freshpet Inc. 0.23% 10,300 $568K Reduce -44.3%
MHO M/I Homes Inc. 0.19% 3,350 $484K Add +19.6%
MSCI MSCI Inc. 0.19% 839 $476K Reduce -6.6%
DECK Deckers Outdoor Corp. 0.18% 4,520 $458K No change
TDY Teledyne Technologies Inc. 0.17% 710 $416K Add +9.2%
FERG Ferguson Enterprises Inc. 0.16% 1,750 $393K No change
ABBV Abbvie Inc. 0.16% 1,691 $392K No change
CWST Casella Waste Systems Inc. Class A 0.16% 4,100 $389K No change
ORLY O'reilly Automotive Inc. 0.16% 3,600 $388K No change
LIN Linde PLC 0.15% 812 $386K No change
MCO Moody's Corp. 0.13% 700 $334K No change
LYV Live Nation Entertainment Inc. 0.13% 2,000 $327K No change
TEAM Atlassian Corp. Class A 0.13% 2,000 $319K No change
NET Cloudflare Inc. Class A 0.13% 1,458 $313K Reduce -33.9%
UNP Union Pacific Corp. 0.12% 1,300 $307K No change
UBER Uber Technologies Inc. 0.12% 3,109 $305K Add +288.6%
LNG Cheniere Energy Inc. 0.12% 1,225 $288K Reduce -1.6%
PRMB Primo Brands Corp. 0.11% 12,500 $276K No change
PLTR Palantir Technologies Inc. Class A 0.11% 1,500 $274K No change
NEM Newmont Corp. 0.11% 3,244 $274K Add +12.6%
DASH DoorDash Inc. Class A 0.11% 997 $271K Add +58.3%
B Barrick Gold Corp. 0.11% 8,223 $270K Add +3.5%
BABA Alibaba Group Holding-SP ADR 0.11% 1,495 $267K No change
CUBI Customers Bancorp Inc. 0.10% 4,000 $261K No change
ADUS Addus Homecare Corp. 0.10% 2,200 $260K No change
KNSL Kinsale Capital Group Inc. 0.10% 600 $255K No change
ZS Zscaler Inc. 0.10% 815 $244K New
PM Philip Morris International 0.10% 1,500 $243K Reduce -2.9%
AXON Axon Enterprise Inc. 0.10% 339 $243K No change
NOG Northern Oil and Gas Inc. 0.10% 9,800 $243K No change
MNDY Monday.com Ltd. 0.10% 1,250 $242K Add +86.6%
BOOT Boot Barn Holdings Inc. 0.10% 1,455 $241K No change
SE Sea Ltd.-ADR 0.09% 1,290 $231K Add +158.0%
UMBF Umb Financial Corp. 0.09% 1,900 $225K No change
ANET Arista Networks Inc. 0.08% 1,453 $212K No change
LEVI Levi Strauss & Co. Class A 0.08% 9,000 $210K No change
KMPR Kemper Corp. 0.08% 4,000 $206K Reduce -33.3%
SPOT Spotify Technology SA 0.08% 270 $188K Add +170.0%
MDB Mongodb Inc. 0.07% 600 $186K New
HWM Howmet Aerospace Inc. 0.07% 900 $177K No change
TTWO Take-Two Interactive Softwre 0.06% 600 $155K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.06% 2,840 $139K No change
NOV Nov Inc. 0.05% 10,000 $133K No change
EXAS Exact Sciences Corp. 0.05% 2,400 $131K No change
FCX Freeport-McMoran Inc. 0.05% 3,344 $131K Reduce -32.9%
FLS Flowserve Corp. 0.04% 2,000 $106K No change
EOG EOG Resources Inc. 0.04% 796 $89K No change
RCL Royal Caribbean Cruises Ltd. 0.04% 271 $88K Reduce -10.0%
COP Conocophillips 0.03% 813 $77K Add +25.1%
TMDX Transmedics Group Inc. 0.03% 667 $75K New
CVX Chevron Corp. 0.03% 480 $75K New
RKLB Rocket Lab USA Inc. 0.02% 900 $43K New
INTC Intel Corp. 0.02% 1,230 $41K No change
SYF Synchrony Financial 0.01% 300 $21K Reduce -23.1%
COF Capital One Financial Corp. 0.01% 100 $21K No change
DUK Duke Energy Corp. 0.01% 157 $19K Add +157.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 65 $18K Add +8.3%
CPAY Corpay Inc. 0.01% 57 $16K No change
NXPI NXP Semiconductors NV 0.01% 68 $15K Add +47.8%
HIG Hartford Insurance Group Inc. 0.01% 110 $15K No change
T AT&T Inc. 0.01% 515 $15K No change
CSCO Cisco Systems Inc. 0.01% 200 $14K New
KR Kroger Co. 0.01% 203 $14K No change
COR Cencora Inc. 0.01% 43 $13K No change
TMUS T-Mobile US Inc. 0.01% 56 $13K Add +180.0%
MPC Marathon Petroleum Corp. 0.01% 67 $13K No change
DELL Dell Technologies -C 0.01% 88 $12K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.00% 107 $12K No change
SCHW Schwab (charles) Corp. 0.00% 122 $12K No change
DG Dollar General Corp. 0.00% 112 $12K Reduce -28.7%
CVS CVS Health Corp. 0.00% 150 $11K No change
JNJ Johnson & Johnson 0.00% 60 $11K No change
RTX RTX Corp. 0.00% 66 $11K Add +83.3%
WMB Williams Cos Inc. 0.00% 172 $11K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 74 $11K Add +85.0%
WCC Wesco International Inc. 0.00% 50 $11K No change
BLK BlackRock Finance Inc. 0.00% 9 $10K No change
AMGN Amgen Inc. 0.00% 37 $10K No change
EQT Eqt Corp. 0.00% 187 $10K No change
CI The Cigna Group 0.00% 34 $10K No change
VALE Vale SA-SP ADR 0.00% 900 $10K New
RRC Range Resources Corp. 0.00% 257 $10K No change
MO Altria Group Inc. 0.00% 143 $9K Add +78.8%
RL Ralph Lauren Corp. 0.00% 30 $9K No change
CBRE CBRE Group Inc. Class A 0.00% 58 $9K New
CMI Cummins Inc. 0.00% 20 $8K New
ABT Abbott Laboratories 0.00% 60 $8K No change
MMM 3M Co. 0.00% 48 $7K No change
URI United Rentals Inc. 0.00% 6 $6K New
UNH Unitedhealth Group Inc. 0.00% 16 $6K No change
ADP Automatic Data Processing 0.00% 18 $5K New
TDG Transdigm Group Inc. 0.00% 4 $5K No change
DE Deere & Co. 0.00% 10 $5K No change

Portfolio Sells Q2 2025 → Q3 2025
DXCM Dexcom Inc. Sold out 0.00% −1.17
TW Tradeweb Markets Inc. Class A Reduce -71.3% 0.25% −0.89
BROS Dutch Bros Inc. Class A Reduce -52.8% 0.37% −0.66
CYBR Cyberark Software Ltd./Israel Reduce -40.5% 1.36% −0.57
NOW ServiceNow Inc. Reduce -2.9% 2.98% −0.45
CHWY Chewy Inc. Class A Reduce -49.1% 0.42% −0.45
TOST Toast Inc. Class A Reduce -43.7% 0.32% −0.37
V Visa Inc. Class A Reduce -9.0% 2.38% −0.34
ANSS Ansys Inc. Sold out 0.00% −0.30
SNPS Synopsys Inc. Sold out 0.00% −0.29
CRM Salesforce Inc. Reduce -3.8% 1.43% −0.28
FRPT Freshpet Inc. Reduce -44.3% 0.23% −0.28
IRDM Iridium Communications Inc. Sold out 0.00% −0.27
KVYO Klaviyo Inc. Class A Reduce -12.8% 0.68% −0.27
ARM Arm Holdings PLC-ADR Reduce -12.6% 0.86% −0.27
AMZN Amazon.com Inc. Reduce -8.6% 2.79% −0.26
MELI MercadoLibre Inc. Reduce -6.4% 1.34% −0.26
MSFT Microsoft Corp. Reduce -7.4% 5.96% −0.23
SYM Symbotic Inc. Reduce -35.6% 1.69% −0.20
EMR Emerson Electric Co. Reduce -39.6% 0.29% −0.20
ONON On Holding AG Class A Reduce -5.8% 0.63% −0.19
NFLX Netflix Inc. Reduce -3.3% 1.19% −0.19
MCD McDonald's Corp. Reduce -39.7% 0.26% −0.15
COST Costco Wholesale Corp. Reduce -17.2% 0.43% −0.13
META Meta Platforms Inc. Class A Reduce -4.5% 1.97% −0.11
CSX CSX Corp. Sold out 0.00% −0.10
CCL Carnival Corp. Reduce -19.1% 0.45% −0.09
SG Sweetgreen Inc. Class A Sold out 0.00% −0.09
POOL Pool Corp. Sold out 0.00% −0.08
KMPR Kemper Corp. Reduce -33.3% 0.08% −0.07
MCHP Microchip Technology Inc. Reduce -13.2% 0.26% −0.07
MA Mastercard Inc. Class A Reduce -3.0% 3.36% −0.07
EXTR Extreme Networks Inc. Reduce -28.3% 0.28% −0.06
NET Cloudflare Inc. Class A Reduce -33.9% 0.13% −0.05
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.04
FSS Federal Signal Corp. Reduce -13.6% 1.12% −0.04
FCX Freeport-McMoran Inc. Reduce -32.9% 0.05% −0.03
IR Ingersoll-Rand Inc. Reduce -6.3% 0.41% −0.03
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.03
DT Dynatrace Inc. Sold out 0.00% −0.03
OSW Onespaworld Holdings Ltd. Reduce -6.8% 0.75% −0.03
VEEV Veeva Systems Inc. Class A Reduce -7.4% 0.56% −0.03
PGR Progressive Corp. Sold out 0.00% −0.02
MSCI MSCI Inc. Reduce -6.6% 0.19% −0.02
PM Philip Morris International Reduce -2.9% 0.10% −0.02
DIS The Walt Disney Co. Sold out 0.00% −0.01
LNG Cheniere Energy Inc. Reduce -1.6% 0.12% −0.01
CB Chubb Ltd. Sold out 0.00% −0.01
ELV Elevance Health Inc. Sold out 0.00% −0.00
ROP Roper Technologies Inc. Sold out 0.00% −0.00

Portfolio Buys Q2 2025 → Q3 2025
GOOG Alphabet Inc. Class C Add +23.3% 3.56% +1.45
ORCL Oracle Corp. New 1.04% +1.04
AMD Advanced Micro Devices Add +59.5% 1.61% +0.72
S Sentinelone Inc. Class A New 0.68% +0.68
TSLA Tesla Inc. Add +16.9% 0.71% +0.28
AVGO Broadcom Inc. Add +94.9% 0.47% +0.27
APP AppLovin Corp. Class A Add +190.0% 0.25% +0.21
CDE Coeur Mining Inc. Add +13.3% 0.28% +0.16
SHW The Sherwin-Williams Co. Add +142.9% 0.24% +0.14
DDOG Datadog Inc. Class A Add +4.3% 1.24% +0.12
ZS Zscaler Inc. New 0.10% +0.10
UBER Uber Technologies Inc. Add +288.6% 0.12% +0.09
CP Canadian Pacific Kansas City Add +18.5% 0.77% +0.08
MDB Mongodb Inc. New 0.07% +0.07
MHO M/I Homes Inc. Add +19.6% 0.19% +0.07
SE Sea Ltd.-ADR Add +158.0% 0.09% +0.06
GH Guardant Health Inc. Add +5.9% 0.27% +0.06
SGI Somnigroup International Inc. Add +7.1% 0.23% +0.06
GXO Gxo Logistics Inc. Add +11.1% 0.32% +0.05
DASH DoorDash Inc. Class A Add +58.3% 0.11% +0.05
SPOT Spotify Technology SA Add +170.0% 0.08% +0.04
B Barrick Gold Corp. Add +3.5% 0.11% +0.04
NEM Newmont Corp. Add +12.6% 0.11% +0.04
TDY Teledyne Technologies Inc. Add +9.2% 0.17% +0.03
WMT Walmart Inc. Add +0.6% 0.58% +0.03
TMDX Transmedics Group Inc. New 0.03% +0.03
CVX Chevron Corp. New 0.03% +0.03
RKLB Rocket Lab USA Inc. New 0.02% +0.02
MNDY Monday.com Ltd. Add +86.6% 0.10% +0.01
PANW Palo Alto Networks Inc. Add +3.1% 0.47% +0.01
COP Conocophillips Add +25.1% 0.03% +0.01
CSCO Cisco Systems Inc. New 0.01% +0.01
DUK Duke Energy Corp. Add +157.4% 0.01% +0.00
VALE Vale SA-SP ADR New 0.00% +0.00
CBRE CBRE Group Inc. Class A New 0.00% +0.00
TMUS T-Mobile US Inc. Add +180.0% 0.01% +0.00
CMI Cummins Inc. New 0.00% +0.00
RTX RTX Corp. Add +83.3% 0.00% +0.00
TJX TJX Companies Inc. Add +85.0% 0.00% +0.00
URI United Rentals Inc. New 0.00% +0.00
NXPI NXP Semiconductors NV Add +47.8% 0.01% +0.00
ADP Automatic Data Processing New 0.00% +0.00
MO Altria Group Inc. Add +78.8% 0.00% +0.00
IBM Intl Business Machines Corp. Add +8.3% 0.01% +0.00
BSX Boston Scientific Corp. Add +4.1% 0.28% −0.02
ISRG Intuitive Surgical Inc. Add +3.1% 2.12% −0.38

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