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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna · 13F Holdings
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

No.5761 Data as of 2026Q2
Latest AUM (Q2 2026)
$300.5M
QoQ Change Q1 2026
+$58.4M+24.1%
Holdings
199
New Buys
19
Adds
60
Reduces
71
Exits
11
Unchanged
49
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NVIDIA CORPORATIONNVDA
6.44%6.57%$19.4M96,773$15.9M91,176+5,597+6.14%Add
MICROSOFT CORPMSFT
5.42%5.17%$16.3M43,668$12.5M33,825+9,843+29.10%Add
AAlphabet Inc Class CGOOG
4.91%4.88%$14.8M41,780$11.8M41,199+581+1.41%Add
MICRON TECHNOLOGY INCMU
4.07%2.54%$12.2M10,605$6.2M18,223-7,618-41.80%Reduce
AMAZON COM INCAMZN
3.83%3.63%$11.5M48,233$8.8M42,149+6,084+14.43%Add
ADVANCED MICRO DEVICES INCAMD
3.22%2.97%$9.7M16,639$7.2M35,338-18,699-52.91%Reduce
APPLE INCAAPL
2.4%2.92%$7.2M24,874$7.1M27,830-2,956-10.62%Reduce
SERVICENOW INCNOW
2.37%2.14%$7.1M71,583$5.2M49,648+21,935+44.18%Add
BROADCOM INCAVGO
1.9%1.88%$5.7M15,124$4.5M14,695+429+2.92%Add
META PLATFORMS INCMETA
1.88%2.24%$5.6M10,016$5.4M9,467+549+5.80%Add
MASTERCARD INCORPORATEDMA
1.57%1.88%$4.7M9,208$4.5M9,085+123+1.35%Add
AXON ENTERPRISEAXON
1.54%0.7%$4.6M8,280$1.7M3,995+4,285+107.26%Add
QUANTA SVCS INCPWR
1.53%1.79%$4.6M6,385$4.3M7,890-1,505-19.07%Reduce
SALESFORCE INCCRM
1.45%1.61%$4.4M27,887$3.9M20,850+7,037+33.75%Add
CONSTRUCTION PARTNERS INCROAD
1.42%1.65%$4.3M35,925$4.0M35,965-40-0.11%Reduce
DATADOG INCDDOG
1.4%1%$4.2M16,208$2.4M20,538-4,330-21.08%Reduce
CLEAN HARBORS INCCLH
1.4%2.03%$4.2M14,032$4.9M17,107-3,075-17.98%Reduce
ARM HOLDINGS PLCARM
1.35%0.95%$4.1M11,467$2.3M15,155-3,688-24.34%Reduce
FREEPORT MCMORAN INCFCX
1.31%1.71%$3.9M62,621$4.1M70,491-7,870-11.16%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
1.25%0.32%$3.7M7,842$782,6912,316+5,526+238.60%Add
MARVELL TECHNOLOGY INCMRVL
1.21%0.6%$3.6M12,184$1.5M14,681-2,497-17.01%Reduce
VISA INCV
1.09%0.85%$3.3M9,569$2.1M6,841+2,728+39.88%Add
CATERPILLAR INCCAT
1.05%0.93%$3.2M2,972$2.2M3,172-200-6.31%Reduce
JPMORGAN CHASE & COJPM
1.05%1.11%$3.1M9,602$2.7M9,111+491+5.39%Add
UNION PAC CORPUNP
1.03%1.01%$3.1M11,371$2.5M10,101+1,270+12.57%Add
BBANK NEW YORK MELLON CORPBK
1%1.08%$3.0M20,755$2.6M21,978-1,223-5.56%Reduce
GENERAC HLDGS INCGNRC
1%0.44%$3.0M10,248$1.1M5,508+4,740+86.06%Add
RROCKET LAB CORP COMRKLB
0.96%0.52%$2.9M28,252$1.2M19,435+8,817+45.37%Add
KLA CORPKLAC
0.87%0.53%$2.6M8,616$1.3M868+7,748+892.63%Add
LUMENTUM HLDGS INCLITE
0.84%0.86%$2.5M2,958$2.1M2,95800.00%Unchanged
LAM RESEARCH CORPLRCX
0.82%0.5%$2.5M5,695$1.2M5,615+80+1.42%Add
GOLDMAN SACHS GROUP INCGS
0.81%0.95%$2.4M2,418$2.3M2,730-312-11.43%Reduce
ONESPAWORLD HOLDINGS LIMITEDOSW
0.79%0.84%$2.4M83,834$2.0M88,519-4,685-5.29%Reduce
FEDERAL SIGNAL CORPFSS
0.78%0.96%$2.3M18,145$2.3M21,498-3,353-15.60%Reduce
BLOCK INCXYZ
0.77%0.99%$2.3M30,445$2.4M39,845-9,400-23.59%Reduce
SEAGATE TECHNOLOGY HLDNGS PLSTX
0.74%$2.2M2,308$00+2,308New Buy
RRAMBUS INC DELRMBS
0.74%0.91%$2.2M16,650$2.2M25,700-9,050-35.21%Reduce
DEXCOM INCDXCM
0.73%$2.2M32,500$00+32,500New Buy
CIENA CORPCIEN
0.7%0.7%$2.1M4,289$1.7M4,351-62-1.42%Reduce
LLATTICE SEMICONDUCTOR CORPLSCC
0.69%0.75%$2.1M13,640$1.8M19,520-5,880-30.12%Reduce
TTTM TECHNOLOGIES INCTTMI
0.69%0.43%$2.1M11,035$1.0M10,565+470+4.45%Add
WABTECWAB
0.67%0.93%$2.0M7,462$2.2M8,991-1,529-17.01%Reduce
DDOORDASH INCDASH
0.66%0.92%$2.0M10,699$2.2M14,900-4,201-28.19%Reduce
MONOLITHIC PWR SYS INCMPWR
0.64%1.23%$1.9M1,398$3.0M2,723-1,325-48.66%Reduce
MERCADOLIBRE INC COMMELI
0.64%0.89%$1.9M1,130$2.2M1,245-115-9.24%Reduce
CROWDSTRIKE HLDGS INCCRWD
0.63%0.37%$1.9M2,486$894,8192,292+194+8.46%Add
NATERA INCNTRA
0.63%0.59%$1.9M6,980$1.4M7,200-220-3.06%Reduce
ROSS STORES INC COMROST
0.62%0.84%$1.9M8,722$2.0M9,367-645-6.89%Reduce
PALO ALTOPANW
0.59%0.34%$1.8M5,192$833,3425,198-6-0.12%Reduce
CADENCE DESIGN SYSTEM INC COMAYI
0.54%0.49%$1.6M4,300$1.2M4,30000.00%Unchanged

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