Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$18.51M	99,263	7.0%
MICROSOFT CORP	—	$15.07M	31,160	5.7%
Alphabet Inc.	—	$13.84M	44,105	5.2%
Amazon.com Inc	—	$10.54M	45,657	4.0%
Apple Inc.	—	$9.27M	34,100	3.5%
ServiceNow Inc	—	$7.87M	51,405	3.0%
Meta Platforms Inc	—	$7.39M	11,196	2.8%
Mastercard Inc	—	$6.56M	11,492	2.5%
MICRON TECHNOLOGY INC	—	$6.53M	22,866	2.5%
ADVANCED MICRO DEVICES INC	—	$5.70M	26,621	2.2%
Broadcom Inc.	—	$5.58M	16,128	2.1%
Salesforce Inc	—	$4.63M	17,490	1.8%
Intuitive Surgical Inc	—	$4.56M	8,045	1.7%
CLEAN HARBORS INC	—	$4.32M	18,407	1.6%
CONSTRUCTION PARTNERS INC	—	$4.13M	38,065	1.6%
Visa Inc	—	$3.32M	9,464	1.3%
Quanta Services Inc	—	$3.28M	7,765	1.2%
Monolithic Power Systems Inc	—	$3.13M	3,458	1.2%
JPMORGAN CHASE & CO	—	$3.03M	9,418	1.1%
MercadoLibre, Inc.	—	$2.92M	1,448	1.1%
Kratos Defense & Security Solutions Inc	—	$2.92M	38,408	1.1%
Datadog, Inc.	—	$2.85M	20,945	1.1%
RAMBUS INC	—	$2.73M	29,750	1.0%
FREEPORT-MCMORAN INC	—	$2.68M	52,841	1.0%
Symbotic Inc.	—	$2.63M	44,175	1.0%
NU HLDGS LTD	—	$2.59M	154,510	1.0%
FEDERAL SIGNAL CORP /DE	—	$2.55M	23,498	1.0%
Karman Holdings Inc.	—	$2.50M	34,127	0.9%
Bank of New York Mellon Corp/The	—	$2.42M	20,878	0.9%
WASTE MANAGEMENT INC	—	$2.42M	11,007	0.9%
THE GOLDMAN SACHS GROUP, INC.	—	$2.40M	2,728	0.9%
Klaviyo, Inc.	—	$2.31M	71,081	0.9%
Netflix Inc	—	$2.30M	24,569	0.9%
ONESPAWORLD HOLDINGS LIMITED	—	$2.11M	101,519	0.8%
Uber Technologies, Inc	—	$2.10M	25,723	0.8%
ON HLDG AG	—	$2.05M	44,000	0.8%
Waste Connections Inc	—	$1.91M	10,886	0.7%
ORACLE CORP	—	$1.90M	9,746	0.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$1.89M	8,841	0.7%
MARTIN MARIETTA MATERIALS INC	—	$1.84M	2,962	0.7%
LATTICE SEMICONDUCTOR CORP	—	$1.75M	23,770	0.7%
CATERPILLAR INC	—	$1.69M	2,955	0.6%
Rocket Lab CorpRKLB	Common Stock	$1.66M	23,785	0.6%
ARM HOLDINGS PLC /UKARM	ADR	$1.66M	15,155	0.6%
Vulcan Materials Co	—	$1.66M	5,805	0.6%
CADENCE DESIGN SYSTEMS INC	—	$1.59M	5,100	0.6%
Walmart Inc.	—	$1.58M	14,179	0.6%
Tesla Inc	—	$1.57M	3,491	0.6%
Natera, Inc.	—	$1.53M	6,680	0.6%
COSTCO WHOLESALE CORP /NEW	—	$1.50M	1,740	0.6%