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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
iRhythm Holdings, Inc.—$283.9K1,6000.1%
Palantir Technologies Inc—$291.9K1,6420.1%
Axon Enterprise Inc—$300.4K5290.1%
ConnectOne Bancorp, Inc.—$304.9K11,6300.1%
ELI LILLY & Co—$322.4K3000.1%
Atlassian Corporation—$324.3K2,0000.1%
BANK OF AMERICA CORP /DE—$327.3K5,9500.1%
O REILLY AUTOMOTIVE INC—$328.4K3,6000.1%
Customers Bancorp, Inc.—$329.0K4,5000.1%
Arista Networks, Inc.ANETCommon Stock$337.8K2,5780.1%
FAIR ISAAC CORP—$338.1K2000.1%
TransMedics Group, Inc.—$340.1K2,7960.1%
LEVI STRAUSS & CO—$340.1K16,4000.1%
LINDE PLC—$341.1K8000.1%
MongoDB, Inc.—$351.3K8370.1%
Moody's Corp—$357.6K7000.1%
CANADIAN PACIFIC KANSAS CITY—$368.8K5,0000.1%
Cloudflare, Inc.—$382.7K1,9410.1%
Addus HomeCare Corp—$386.6K3,6000.1%
AbbVie Inc.—$388.9K1,7020.1%
Ferguson Enterprises Inc. /DE—$389.6K1,7500.1%
APTIV PLC—$395.7K5,2000.1%
CASELLA WASTE SYSTEMS INC—$401.6K4,1000.2%
Teledyne Technologies Inc—$403.5K7900.2%
Affiliated Managers Group Inc—$432.4K1,5000.2%
TKO Group Holdings, Inc.—$438.9K2,1000.2%
AGNICO EAGLE MINES LTD—$466.4K2,7450.2%
BRISTOL MYERS SQUIBB CO—$472.0K8,7500.2%
FTAI Aviation Ltd—$472.4K2,4000.2%
ROSS STORES, INC.—$511.1K2,8370.2%
AppLovin Corp—$518.8K7700.2%
SHERWIN WILLIAMS CO—$550.9K1,7000.2%
DoorDash, Inc.—$552.6K2,4400.2%
Extreme Networks Inc—$561.1K33,7000.2%
BOSTON SCIENTIFIC CORP—$565.2K5,9280.2%
Victoria's Secret & Co.—$579.6K10,7000.2%
GAP INC—$580.8K22,6860.2%
HOME DEPOT, INC.—$585.0K1,7000.2%
M/I HOMES, INC.—$588.6K4,6000.2%
Hub Group, Inc.—$596.5K14,0000.2%
STEEL DYNAMICS INC—$607.0K3,5820.2%
Parker-Hannifin Corp—$608.2K6920.2%
MSCI Inc.—$631.1K1,1000.2%
MICROCHIP TECHNOLOGY INC—$641.3K10,0650.2%
Guidewire Software, Inc.—$643.2K3,2000.2%
Intercontinental Exchange, Inc.—$647.8K4,0000.2%
Autodesk, Inc.—$671.9K2,2700.3%
COHERENT CORP—$682.9K3,7000.3%
HUBSPOT INC—$688.2K1,7150.3%
ALAMOS GOLD INC NEW—$703.2K18,1780.3%
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