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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
AppLovin Corp—$518.8K7700.2%
ROSS STORES, INC.—$511.1K2,8370.2%
FTAI Aviation Ltd—$472.4K2,4000.2%
BRISTOL MYERS SQUIBB CO—$472.0K8,7500.2%
AGNICO EAGLE MINES LTD—$466.4K2,7450.2%
TKO Group Holdings, Inc.—$438.9K2,1000.2%
Affiliated Managers Group Inc—$432.4K1,5000.2%
Teledyne Technologies Inc—$403.5K7900.2%
CASELLA WASTE SYSTEMS INC—$401.6K4,1000.2%
APTIV PLC—$395.7K5,2000.1%
Ferguson Enterprises Inc. /DE—$389.6K1,7500.1%
AbbVie Inc.—$388.9K1,7020.1%
Addus HomeCare Corp—$386.6K3,6000.1%
Cloudflare, Inc.—$382.7K1,9410.1%
CANADIAN PACIFIC KANSAS CITY—$368.8K5,0000.1%
Moody's Corp—$357.6K7000.1%
MongoDB, Inc.—$351.3K8370.1%
LINDE PLC—$341.1K8000.1%
LEVI STRAUSS & CO—$340.1K16,4000.1%
TransMedics Group, Inc.—$340.1K2,7960.1%
FAIR ISAAC CORP—$338.1K2000.1%
Arista Networks, Inc.ANETCommon Stock$337.8K2,5780.1%
Customers Bancorp, Inc.—$329.0K4,5000.1%
O REILLY AUTOMOTIVE INC—$328.4K3,6000.1%
BANK OF AMERICA CORP /DE—$327.3K5,9500.1%
Atlassian Corporation—$324.3K2,0000.1%
ELI LILLY & Co—$322.4K3000.1%
ConnectOne Bancorp, Inc.—$304.9K11,6300.1%
Axon Enterprise Inc—$300.4K5290.1%
Palantir Technologies Inc—$291.9K1,6420.1%
iRhythm Holdings, Inc.—$283.9K1,6000.1%
UMB Financial Corp—$276.1K2,4000.1%
Adaptive Biotechnologies Corp—$272.8K16,8000.1%
FLOWSERVE CORP—$263.6K3,8000.1%
WELLS FARGO & COMPANY/MN—$257.5K2,7630.1%
Sea Ltd—$254.8K1,9970.1%
Boot Barn Holdings, Inc.—$247.1K1,4000.1%
Philip Morris International Inc.—$240.6K1,5000.1%
Kinsale Capital Group, Inc.—$234.7K6000.1%
Toast, Inc.—$230.8K6,5000.1%
Alibaba Group Holding LtdBABAADR$219.1K1,4950.1%
Circle Internet Group, Inc.CRCLCommon Stock$217.4K2,7410.1%
CITIGROUP INC—$201.9K1,7300.1%
BARRICK MNG CORP—$178.4K4,0890.1%
Howmet Aerospace Inc.—$178.4K8700.1%
Intuitive Machines, Inc.—$162.3K10,0000.1%
Newmont Corp—$162.0K1,6220.1%
Coeur Mining, Inc.—$138.5K7,7660.1%
CRH PUBLIC LTD CO—$117.8K9440.0%
Constellation Energy Corp—$116.2K3290.0%
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