Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
GRIFFON CORP	—	$725.5K	9,850	0.3%
EMERSON ELECTRIC CO	—	$730.0K	5,500	0.3%
Chewy, Inc.	—	$765.1K	23,150	0.3%
TTM Technologies Inc	—	$812.9K	11,781	0.3%
Monster Beverage Corp	—	$816.5K	10,650	0.3%
Ralph Lauren Corp	—	$828.2K	2,342	0.3%
Zscaler, Inc.	—	$858.1K	3,815	0.3%
CITIZENS FINANCIAL GROUP INC/RI	—	$860.7K	14,736	0.3%
MCKESSON CORP	—	$864.6K	1,054	0.3%
Rockwell Automation Inc	—	$898.8K	2,310	0.3%
GXO Logistics, Inc.	—	$900.1K	17,100	0.3%
Somnigroup International Inc	—	$937.4K	10,500	0.4%
SHOPIFY INC	—	$958.3K	5,953	0.4%
INGERSOLL-RAND INC	—	$990.2K	12,499	0.4%
Block, Inc.	—	$990.7K	15,220	0.4%
AAON, INC.	—	$1.04M	13,600	0.4%
CrowdStrike Holdings, Inc.	—	$1.06M	2,264	0.4%
Palo Alto Networks Inc	—	$1.09M	5,929	0.4%
CIENA CORP	—	$1.10M	4,714	0.4%
Snowflake Inc.	—	$1.12M	5,114	0.4%
Guardant Health, Inc.	—	$1.12M	11,000	0.4%
Carnival Corp Ltd.	—	$1.14M	37,450	0.4%
COCA COLA CO	—	$1.23M	17,523	0.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$1.23M	4,063	0.5%
General Motors Co	—	$1.26M	15,545	0.5%
CAPITAL ONE FINANCIAL CORP	—	$1.27M	5,245	0.5%
Dutch Bros Inc.	—	$1.31M	21,322	0.5%
Union Pacific Corp	—	$1.32M	5,701	0.5%
S&P Global Inc.	—	$1.36M	2,600	0.5%
LUMENTUM HLDGS INC	—	$1.37M	3,730	0.5%
Marvell Technology, Inc.	—	$1.42M	16,679	0.5%
COSTCO WHOLESALE CORP /NEW	—	$1.50M	1,740	0.6%
Natera, Inc.	—	$1.53M	6,680	0.6%
Tesla Inc	—	$1.57M	3,491	0.6%
Walmart Inc.	—	$1.58M	14,179	0.6%
CADENCE DESIGN SYSTEMS INC	—	$1.59M	5,100	0.6%
Vulcan Materials Co	—	$1.66M	5,805	0.6%
ARM HOLDINGS PLC /UKARM	ADR	$1.66M	15,155	0.6%
Rocket Lab CorpRKLB	Common Stock	$1.66M	23,785	0.6%
CATERPILLAR INC	—	$1.69M	2,955	0.6%
LATTICE SEMICONDUCTOR CORP	—	$1.75M	23,770	0.7%
MARTIN MARIETTA MATERIALS INC	—	$1.84M	2,962	0.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$1.89M	8,841	0.7%
ORACLE CORP	—	$1.90M	9,746	0.7%
Waste Connections Inc	—	$1.91M	10,886	0.7%
ON HLDG AG	—	$2.05M	44,000	0.8%
Uber Technologies, Inc	—	$2.10M	25,723	0.8%
ONESPAWORLD HOLDINGS LIMITED	—	$2.11M	101,519	0.8%
Netflix Inc	—	$2.30M	24,569	0.9%
Klaviyo, Inc.	—	$2.31M	71,081	0.9%