Q1 2026 · 13F-HR
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjnaholdings as filed
Filed 2026-05-14 · accession 0002079571-26-000003
$242.1M
Reported value
191
Positions
2026-03-31
Period end
The Brief · Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna · Q1 2026
AI · grounded in 13F
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna increased its position in AXON by 655.2%. The fund also accumulated shares of DASH and ROST, increasing those holdings by 510.7% and 230.2% respectively. On the sell side, the fund trimmed its stake in ISRG by 40.1% and reduced its position in AAPL by 18.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $15.9M | 6.57% | 91,176 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $12.5M | 5.17% | 33,825 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $11.8M | 4.88% | 41,199 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $8.8M | 3.63% | 42,149 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $7.2M | 2.97% | 35,338 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $7.1M | 2.92% | 27,830 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $6.2M | 2.54% | 18,223 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.4M | 2.24% | 9,467 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $5.2M | 2.14% | 49,648 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $4.9M | 2.03% | 17,107 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $4.5M | 1.88% | 14,695 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $4.5M | 1.88% | 9,085 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $4.3M | 1.79% | 7,890 | Common | SOLE |
| 35671D857 | FCX | FREEPORT MCMORAN INC | $4.1M | 1.71% | 70,491 | Common | SOLE |
| 21044C107 | ROAD | CONSTRUCTION PARTNERS INC | $4.0M | 1.65% | 35,965 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $3.9M | 1.61% | 20,850 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $3.0M | 1.23% | 2,723 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.11% | 9,111 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $2.6M | 1.08% | 21,978 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $2.5M | 1.01% | 10,101 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $2.4M | 1.00% | 20,538 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $2.4M | 0.99% | 39,845 | Common | SOLE |
| 313855108 | FSS | FEDERAL SIGNAL CORP | $2.3M | 0.96% | 21,498 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $2.3M | 0.95% | 2,730 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $2.3M | 0.95% | 15,155 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $2.2M | 0.93% | 3,172 | Common | SOLE |
| 929740108 | WAB | WABTEC | $2.2M | 0.93% | 8,991 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $2.2M | 0.92% | 14,900 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.2M | 0.92% | 4,820 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $2.2M | 0.91% | 25,700 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $2.2M | 0.89% | 1,245 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $2.1M | 0.88% | 22,265 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $2.1M | 0.86% | 2,958 | Common | SOLE |
| 92826C839 | V | VISA INC | $2.1M | 0.85% | 6,841 | Common | SOLE |
| P73684113 | OSW | ONESPAWORLD HOLDINGS LIMITED | $2.0M | 0.84% | 88,519 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $2.0M | 0.84% | 9,367 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $2.0M | 0.83% | 140,630 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $1.9M | 0.77% | 35,075 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $1.8M | 0.75% | 19,520 | Common | SOLE |
| 485924104 | KRMN | KARMAN HLDGS INC | $1.8M | 0.73% | 22,127 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $1.7M | 0.71% | 13,850 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $1.7M | 0.70% | 3,995 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $1.7M | 0.70% | 4,351 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.7M | 0.68% | 7,207 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $1.6M | 0.65% | 1,829 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.5M | 0.62% | 21,213 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $1.5M | 0.62% | 43,910 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $1.5M | 0.61% | 2,527 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.5M | 0.60% | 14,681 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.4M | 0.60% | 9,799 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $1.4M | 0.59% | 7,200 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $1.4M | 0.57% | 1,390 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $1.4M | 0.57% | 5,030 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $1.3M | 0.55% | 67,900 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $1.3M | 0.53% | 868 | Common | SOLE |
| 773121108 | RKLB | ROCKET LAB CORP | $1.2M | 0.52% | 19,435 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.2M | 0.50% | 5,615 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $1.2M | 0.49% | 4,300 | Common | SOLE |
| 37045V100 | GM | GENERAL MTRS CO | $1.2M | 0.48% | 15,583 | Common | SOLE |
| 174610105 | CFG | CITIZENS FINL GROUP INC | $1.1M | 0.47% | 18,936 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $1.1M | 0.47% | 4,610 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $1.1M | 0.46% | 12,000 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $1.1M | 0.44% | 5,508 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.0M | 0.43% | 13,774 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $1.0M | 0.43% | 10,565 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $1.0M | 0.41% | 12,499 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $996,661 | 0.41% | 2,681 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $994,456 | 0.41% | 19,630 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $990,528 | 0.41% | 13,400 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN CORP | $987,598 | 0.41% | 2,871 | Common | SOLE |
| 143658300 | CCL1EUR | CARNIVAL CORP | $969,206 | 0.40% | 37,450 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $956,845 | 0.40% | 5,245 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $949,028 | 0.39% | 3,984 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $916,661 | 0.38% | 2,918 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $912,560 | 0.38% | 17,600 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $894,819 | 0.37% | 2,292 | Common | SOLE |
| 000360206 | AAON | AAON INC | $868,875 | 0.36% | 10,500 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $866,932 | 0.36% | 18,700 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $833,342 | 0.34% | 5,198 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $829,013 | 0.34% | 2,310 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $782,691 | 0.32% | 2,316 | Common | SOLE |
| 011532108 | AGI | ALAMOS GOLD INC | $778,302 | 0.32% | 17,531 | Common | SOLE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $771,699 | 0.32% | 10,650 | Common | SOLE |
| 398433102 | GFF | GRIFFON CORP | $759,506 | 0.31% | 10,450 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $746,559 | 0.31% | 4,950 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $720,610 | 0.30% | 5,500 | Common | SOLE |
| 55305B101 | MHO | M/I HOMES INC | $669,435 | 0.28% | 5,467 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $656,371 | 0.27% | 3,255 | Common | SOLE |
| 858119100 | STLD | STEEL DYNAMICS INC | $644,760 | 0.27% | 3,582 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $625,050 | 0.26% | 23,150 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $619,505 | 0.26% | 692 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $606,824 | 0.25% | 1,003 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $596,439 | 0.25% | 1,230 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $596,237 | 0.25% | 4,076 | Common | SOLE |
| 008252108 | AMG | AFFILIATED MANAGERS GROUP | $578,303 | 0.24% | 2,090 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $573,540 | 0.24% | 4,345 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $564,691 | 0.23% | 8,740 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $543,438 | 0.22% | 2,270 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $532,641 | 0.22% | 7,405 | Common | SOLE |
| 364760108 | GAP | GAP INC | $529,980 | 0.22% | 21,900 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $513,856 | 0.21% | 7,400 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $513,461 | 0.21% | 3,660 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $510,408 | 0.21% | 1,200 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $497,611 | 0.21% | 4,195 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $468,600 | 0.19% | 2,271 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $467,587 | 0.19% | 2,884 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $465,544 | 0.19% | 9,059 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $454,286 | 0.19% | 3,700 | Common | SOLE |
| 889478103 | TOL | TOLL BROTHERS INC | $429,473 | 0.18% | 3,147 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $428,283 | 0.18% | 2,070 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $418,632 | 0.17% | 1,715 | Common | SOLE |
| 902788108 | UMBF | UMB FINL CORP | $411,684 | 0.17% | 3,650 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $408,205 | 0.17% | 1,750 | Common | SOLE |
| 20786W107 | CNOB | CONNECTONE BANCORP INC | $407,707 | 0.17% | 15,230 | Common | SOLE |
| 23204G100 | CUBI | CUSTOMERS BANCORP INC | $402,578 | 0.17% | 5,800 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $392,632 | 0.16% | 5,000 | Common | SOLE |
| 52736R102 | LEVI | LEVI STRAUSS & CO NEW | $379,045 | 0.16% | 20,500 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $370,168 | 0.15% | 1,702 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $341,822 | 0.14% | 4,650 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $341,162 | 0.14% | 4,300 | Common | SOLE |
| 006739106 | ADUS | ADDUS HOMECARE CORP | $337,140 | 0.14% | 3,600 | Common | SOLE |
| 30226D106 | EXTR | EXTREME NETWORKS INC | $334,776 | 0.14% | 22,200 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $325,017 | 0.13% | 6,667 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $324,885 | 0.13% | 1,100 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $324,792 | 0.13% | 23,400 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $323,406 | 0.13% | 600 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $305,375 | 0.13% | 700 | Common | SOLE |
| 008474108 | AEM | AGNICO EAGLE MINES LTD | $301,804 | 0.12% | 1,490 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $278,400 | 0.11% | 6,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $272,630 | 0.11% | 685 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $259,313 | 0.11% | 737 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $255,947 | 0.11% | 3,215 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $254,666 | 0.11% | 1,740 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $254,252 | 0.11% | 1,700 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $249,992 | 0.10% | 881 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $246,482 | 0.10% | 3,928 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $238,220 | 0.10% | 259 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM HOLDINGS INC | $212,436 | 0.09% | 1,800 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $201,820 | 0.08% | 1,396 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $198,304 | 0.08% | 400 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $197,334 | 0.08% | 600 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $195,400 | 0.08% | 1,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $187,564 | 0.08% | 1,495 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $178,938 | 0.07% | 1,800 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $172,315 | 0.07% | 6,500 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $166,158 | 0.07% | 1,800 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $142,264 | 0.06% | 1,050 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $128,220 | 0.05% | 400 | Common | SOLE |
| 172573107 | CRCL | CIRCLE INTERNET GROUP INC | $121,934 | 0.05% | 1,278 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $107,974 | 0.04% | 437 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $106,754 | 0.04% | 100 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $102,069 | 0.04% | 900 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $99,251 | 0.04% | 585 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $99,233 | 0.04% | 944 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $96,450 | 0.04% | 1,245 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $96,341 | 0.04% | 345 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $95,086 | 0.04% | 389 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $92,543 | 0.04% | 379 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $84,761 | 0.04% | 783 | Common | SOLE |
| 06849F108 | B | BARRICK MNG CORP | $80,012 | 0.03% | 1,962 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $52,220 | 0.02% | 444 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $48,417 | 0.02% | 172 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $43,134 | 0.02% | 150 | Common | SOLE |
| 185899101 | CLF | CLEVELAND-CLIFFS INC NEW | $37,408 | 0.02% | 4,427 | Common | SOLE |
| 192108504 | CDE | COEUR MNG INC | $35,569 | 0.01% | 1,895 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $32,552 | 0.01% | 157 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $32,419 | 0.01% | 203 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $29,514 | 0.01% | 153 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $29,087 | 0.01% | 120 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $28,482 | 0.01% | 235 | Common | SOLE |
| 91912E105 | VALE | VALE S A | $25,456 | 0.01% | 1,600 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $24,053 | 0.01% | 310 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $23,596 | 0.01% | 210 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $22,717 | 0.01% | 163 | Common | SOLE |
| 84265V105 | SCCO | SOUTHERN COPPER CORP | $22,540 | 0.01% | 131 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $22,115 | 0.01% | 76 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $21,755 | 0.01% | 70 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $17,299 | 0.01% | 392 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $16,231 | 0.01% | 226 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $16,144 | 0.01% | 59 | Common | SOLE |
| G51502105 | JCI | JOHNSON CONTROLS INTERNATION | $16,107 | 0.01% | 123 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $16,048 | 0.01% | 71 | Common | SOLE |
| G4253H101 | JHX | JAMES HARDIE INDS PLC | $15,910 | 0.01% | 840 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $15,074 | 0.01% | 115 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $11,548 | 0.00% | 96 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $11,279 | 0.00% | 33 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $10,917 | 0.00% | 150 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $10,882 | 0.00% | 171 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $10,703 | 0.00% | 19 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $10,410 | 0.00% | 130 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $10,180 | 0.00% | 32 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.