Institutions / Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

CIK 2079571 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$264.01M
Positions
181
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$18.51M99,2637.0%
Microsoft Corpโ€”$15.07M31,1605.7%
Alphabet Inc.โ€”$13.84M44,1055.2%
Amazon.com Incโ€”$10.54M45,6574.0%
Apple Inc.โ€”$9.27M34,1003.5%
ServiceNow Incโ€”$7.87M51,4053.0%
Meta Platforms Incโ€”$7.39M11,1962.8%
Mastercard Incโ€”$6.56M11,4922.5%
Micron Technology Incโ€”$6.53M22,8662.5%
Advanced Micro Devices Incโ€”$5.70M26,6212.2%
Broadcom Inc.โ€”$5.58M16,1282.1%
Salesforce Incโ€”$4.63M17,4901.8%
Intuitive Surgical Incโ€”$4.56M8,0451.7%
Clean Harbors Incโ€”$4.32M18,4071.6%
Construction Partners Incโ€”$4.13M38,0651.6%
Visa Incโ€”$3.32M9,4641.3%
Quanta Services Incโ€”$3.28M7,7651.2%
Monolithic Power Systems Incโ€”$3.13M3,4581.2%
JPMorgan Chase & Coโ€”$3.03M9,4181.1%
MercadoLibre, Inc.โ€”$2.92M1,4481.1%
Kratos Defense & Security Solutions Incโ€”$2.92M38,4081.1%
Datadog, Inc.โ€”$2.85M20,9451.1%
Rambus Incโ€”$2.73M29,7501.0%
Freeport-McMoran Incโ€”$2.68M52,8411.0%
Symbotic Inc.โ€”$2.63M44,1751.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.