Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Marvell Technology, Inc.	—	$1.42M	16,679	0.5%
LUMENTUM HLDGS INC	—	$1.37M	3,730	0.5%
S&P Global Inc.	—	$1.36M	2,600	0.5%
Union Pacific Corp	—	$1.32M	5,701	0.5%
Dutch Bros Inc.	—	$1.31M	21,322	0.5%
CAPITAL ONE FINANCIAL CORP	—	$1.27M	5,245	0.5%
General Motors Co	—	$1.26M	15,545	0.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$1.23M	4,063	0.5%
COCA COLA CO	—	$1.23M	17,523	0.5%
Carnival Corp Ltd.	—	$1.14M	37,450	0.4%
Guardant Health, Inc.	—	$1.12M	11,000	0.4%
Snowflake Inc.	—	$1.12M	5,114	0.4%
CIENA CORP	—	$1.10M	4,714	0.4%
Palo Alto Networks Inc	—	$1.09M	5,929	0.4%
CrowdStrike Holdings, Inc.	—	$1.06M	2,264	0.4%
AAON, INC.	—	$1.04M	13,600	0.4%
Block, Inc.	—	$990.7K	15,220	0.4%
INGERSOLL-RAND INC	—	$990.2K	12,499	0.4%
SHOPIFY INC	—	$958.3K	5,953	0.4%
Somnigroup International Inc	—	$937.4K	10,500	0.4%
GXO Logistics, Inc.	—	$900.1K	17,100	0.3%
Rockwell Automation Inc	—	$898.8K	2,310	0.3%
MCKESSON CORP	—	$864.6K	1,054	0.3%
CITIZENS FINANCIAL GROUP INC/RI	—	$860.7K	14,736	0.3%
Zscaler, Inc.	—	$858.1K	3,815	0.3%
Ralph Lauren Corp	—	$828.2K	2,342	0.3%
Monster Beverage Corp	—	$816.5K	10,650	0.3%
TTM Technologies Inc	—	$812.9K	11,781	0.3%
Chewy, Inc.	—	$765.1K	23,150	0.3%
EMERSON ELECTRIC CO	—	$730.0K	5,500	0.3%
GRIFFON CORP	—	$725.5K	9,850	0.3%
ALAMOS GOLD INC NEW	—	$703.2K	18,178	0.3%
HUBSPOT INC	—	$688.2K	1,715	0.3%
COHERENT CORP	—	$682.9K	3,700	0.3%
Autodesk, Inc.	—	$671.9K	2,270	0.3%
Intercontinental Exchange, Inc.	—	$647.8K	4,000	0.2%
Guidewire Software, Inc.	—	$643.2K	3,200	0.2%
MICROCHIP TECHNOLOGY INC	—	$641.3K	10,065	0.2%
MSCI Inc.	—	$631.1K	1,100	0.2%
Parker-Hannifin Corp	—	$608.2K	692	0.2%
STEEL DYNAMICS INC	—	$607.0K	3,582	0.2%
Hub Group, Inc.	—	$596.5K	14,000	0.2%
M/I HOMES, INC.	—	$588.6K	4,600	0.2%
HOME DEPOT, INC.	—	$585.0K	1,700	0.2%
GAP INC	—	$580.8K	22,686	0.2%
Victoria's Secret & Co.	—	$579.6K	10,700	0.2%
BOSTON SCIENTIFIC CORP	—	$565.2K	5,928	0.2%
Extreme Networks Inc	—	$561.1K	33,700	0.2%
DoorDash, Inc.	—	$552.6K	2,440	0.2%
SHERWIN WILLIAMS CO	—	$550.9K	1,700	0.2%