Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

CIK

2079571

Location

WARSAW, R9

Portfolio Value

Small $284,268,901

Diversification

Diversified

Filing Date

Global Rank

#3,815 / 8,633 ▲ 173

Top Industry

Semiconductors 23.3%

3Y Alpha vs SPY

+38.7%

Period ended 51 days ago

Filed Jul 21, 2026 · 30d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+304.6%

SPY

+76.2%

Annualised alpha

+38.6%

Max drawdown

−29.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

198 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.8%

+0.2 pts

Top 5

24.3%

+1.0 pts

Top 10

35.0%

−0.2 pts

HHI

200

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.7%	$138,522,983	55
Industrials	18.9%	$53,764,284	39
Consumer Cyclical	11.8%	$33,559,948	27
Financial Services	8.7%	$24,834,384	21
Basic Materials	3.4%	$9,723,530	15
Healthcare	3.1%	$8,846,865	17
Communication Services	2.7%	$7,585,903	6
Consumer Defensive	1.6%	$4,629,024	5
Energy	0.8%	$2,295,664	10
Utilities	0.2%	$506,316	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+21,935	71,583	$7,106,760
MSFT	Microsoft Corp	+9,843	43,668	$16,289,037
WMB	Williams Companies, Inc.	+9,283	9,433	$701,249
RKLB	Rocket Lab Corp	+8,817	28,252	$2,871,815
KLAC	Kla Corp	+7,748	8,616	$2,599,533
CRM	Salesforce, Inc.	+7,037	27,887	$4,368,777
AMZN	Amazon Com Inc	+6,084	48,233	$11,495,853
NVDA	Nvidia Corp	+5,597	96,773	$19,363,309
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5,526	7,842	$3,745,103
LEVI	Levi Strauss & Co	+5,500	26,000	$645,580
GNRC	Generac Holdings Inc.	+4,740	10,248	$3,000,716
AXON	Axon Enterprise, Inc.	+4,285	8,280	$4,641,850
KRMN	Karman Holdings Inc.	+3,773	25,900	$1,292,928
SHOP	Shopify Inc.	+3,199	7,394	$844,246
AEP	American Electric Power Co Inc	+2,825	2,940	$402,221
V	Visa Inc.	+2,728	9,569	$3,283,028
TOL	Toll Brothers, Inc.	+2,320	5,467	$900,688
STLD	Steel Dynamics Inc	+1,586	5,168	$1,185,849
BE	Bloom Energy Corp	+1,534	2,584	$782,176
SGI	Somnigroup International Inc.	+1,500	14,900	$1,168,160
BAC	Bank Of America Corp /De/	+1,438	8,105	$461,822
C	Citigroup Inc	+1,316	2,216	$310,151
CFG	Citizens Financial Group Inc/Ri	+1,300	20,236	$1,417,936
UNP	Union Pacific Corp	+1,270	11,371	$3,092,912
AMAT	Applied Materials Inc /De	+1,167	1,200	$867,600
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	−42,000	98,630	$1,317,696
GOOGL	Alphabet Inc.	−41,219	130	$46,458
NFLX	Netflix Inc	−18,765	3,500	$249,900
AMD	Advanced Micro Devices Inc	−18,699	16,639	$9,665,761
CCL	Carnival Corp Ltd.	−15,650	21,800	$622,826
XYZ	Block, Inc.	−9,400	30,445	$2,313,820
EXTR	Extreme Networks Inc	−9,200	13,000	$420,810
RMBS	Rambus Inc	−9,050	16,650	$2,210,121
AGI	Alamos Gold Inc	−9,031	8,500	$257,890
CHWY	Chewy, Inc.	−8,750	14,400	$282,960
FCX	Freeport-Mcmoran Inc	−7,870	62,621	$3,938,234
MU	Micron Technology Inc	−7,618	10,605	$12,241,245
LSCC	Lattice Semiconductor Corp	−5,880	13,640	$2,086,374
OSW	ONESPAWORLD HOLDINGS Ltd	−4,685	83,834	$2,367,472
DDOG	Datadog, Inc.	−4,330	16,208	$4,219,914
DASH	DoorDash, Inc.	−4,201	10,699	$1,974,286
ISRG	Intuitive Surgical Inc	−4,020	800	$318,144
ARM	Arm Holdings PLC /Uk	−3,688	11,467	$4,065,854
FSS	Federal Signal Corp /De/	−3,353	18,145	$2,331,451
ZS	Zscaler, Inc.	−3,272	388	$54,766
CLH	Clean Harbors Inc	−3,075	14,032	$4,192,060
AAPL	Apple Inc.	−2,956	24,874	$7,197,540
MRVL	Marvell Technology, Inc.	−2,497	12,184	$3,629,491
VSXY	Victoria's Secret & Co.	−2,475	16,225	$1,354,463
KO	Coca Cola Co	−2,251	11,523	$936,474
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	2,308	$2,227,220
DXCM	Dexcom Inc	32,500	$2,188,875
AAOI	Applied Optoelectronics, Inc.	10,298	$1,525,751
ETN	Eaton Corp plc	2,469	$1,052,090
AIT	Applied Industrial Technologies Inc	2,470	$835,230
GEV	GE Vernova Inc.	693	$814,177
VRSN	Verisign Inc/Ca	1,029	$258,855
MDB	MongoDB, Inc.	355	$119,244
VGNT	Versigent PLC	2,466	$103,596
P	Everpure, Inc.	1,300	$102,427
SIMO	Silicon Motion Technology CORP	200	$66,666
TKR	Timken Co	456	$66,265
NOVT	Novanta Inc	406	$65,869
UNH	Unitedhealth Group Inc	68	$28,262
ADBE	Adobe Inc.	98	$20,091
TXN	Texas Instruments Inc	52	$15,499
SBUX	Starbucks Corp	148	$15,124
ALSN	Allison Transmission Holdings Inc	76	$8,568
HONA	Honeywell Aerospace Inc.	35	$7,728
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
COR	Cencora, Inc.	2,918	$916,660
ADSK	Autodesk, Inc.	2,270	$543,438
GWRE	Guidewire Software, Inc.	1,700	$254,252
BABA	Alibaba Group Holding Ltd	1,495	$187,562
TMDX	TransMedics Group, Inc.	1,800	$178,938
CRWV	CoreWeave, Inc.	1,245	$96,450
CLF	Cleveland-Cliffs Inc.	4,427	$37,408
CPAY	Corpay, Inc.	76	$22,115
MCD	Mcdonalds Corp	70	$21,755
CVS	CVS HEALTH Corp	226	$16,231
DE	Deere & Co	19	$10,702
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

198 tracked positions · $284,268,901 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 198 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	96,773	+5,597	$19,363,309	+21.8%	6.81%
MSFT	Microsoft Corp Technology	Added	43,668	+9,843	$16,289,037	+30.1%	5.73%
MU	Micron Technology Inc Technology	Reduced	10,605	-7,618	$12,241,245	+98.8%	4.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,233	+6,084	$11,495,853	+31.0%	4.04%
AMD	Advanced Micro Devices Inc Technology	Reduced	16,639	-18,699	$9,665,761	+34.5%	3.40%
AAPL	Apple Inc. Technology	Reduced	24,874	-2,956	$7,197,540	+1.9%	2.53%
NOW	ServiceNow, Inc. Technology	Added	71,583	+21,935	$7,106,760	+36.9%	2.50%
AVGO	Broadcom Inc. Technology	Added	15,124	+429	$5,713,091	+25.6%	2.01%
META	Meta Platforms, Inc. Communication Services	Added	10,016	+549	$5,641,912	+4.2%	1.98%
MA	Mastercard Inc Financial Services	Added	9,208	+123	$4,729,228	+4.2%	1.66%
AXON	Axon Enterprise, Inc. Industrials	Added	8,280	+4,285	$4,641,850	+173.6%	1.63%
PWR	Quanta Services, Inc. Industrials	Reduced	6,385	-1,505	$4,597,455	+6.1%	1.62%
CRM	Salesforce, Inc. Technology	Added	27,887	+7,037	$4,368,777	+12.2%	1.54%
ROAD	Construction Partners, Inc. Industrials	Reduced	35,925	-40	$4,266,812	+6.8%	1.50%
DDOG	Datadog, Inc. Technology	Reduced	16,208	-4,330	$4,219,914	+74.1%	1.48%
CLH	Clean Harbors Inc Industrials	Reduced	14,032	-3,075	$4,192,060	−14.5%	1.47%
ARM	Arm Holdings PLC /Uk Technology	Reduced	11,467	-3,688	$4,065,854	+77.3%	1.43%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	62,621	-7,870	$3,938,234	−5.0%	1.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	7,842	+5,526	$3,745,103	+378.5%	1.32%
MRVL	Marvell Technology, Inc. Technology	Reduced	12,184	-2,497	$3,629,491	+149.6%	1.28%
V	Visa Inc. Financial Services	Added	9,569	+2,728	$3,283,028	+58.8%	1.15%
CAT	Caterpillar Inc Industrials	Reduced	2,972	-200	$3,164,882	+40.8%	1.11%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,602	+491	$3,143,022	+17.3%	1.11%
UNP	Union Pacific Corp Industrials	Added	11,371	+1,270	$3,092,912	+26.2%	1.09%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	20,755	-1,223	$3,001,380	+15.1%	1.06%
GNRC	Generac Holdings Inc. Industrials	Added	10,248	+4,740	$3,000,716	+178.9%	1.06%
RKLB	Rocket Lab Corp Industrials	Added	28,252	+8,817	$2,871,815	+130.1%	1.01%
KLAC	Kla Corp Technology	Added	8,616	+7,748	$2,599,533	+103.4%	0.91%
LITE	Lumentum Holdings Inc. Technology	Held	2,958	0	$2,538,141	+22.1%	0.89%
LRCX	Lam Research Corp Technology	Added	5,695	+80	$2,467,814	+105.7%	0.87%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,418	-312	$2,445,492	+5.9%	0.86%
OSW	ONESPAWORLD HOLDINGS Ltd Consumer Cyclical	Reduced	83,834	-4,685	$2,367,472	+16.5%	0.83%
FSS	Federal Signal Corp /De/ Industrials	Reduced	18,145	-3,353	$2,331,451	+0.3%	0.82%
XYZ	Block, Inc. Technology	Reduced	30,445	-9,400	$2,313,820	−3.5%	0.81%
STX	Seagate Technology Holdings plc Technology	NEW	2,308	NEW	$2,227,220	NEW	0.78%
RMBS	Rambus Inc Technology	Reduced	16,650	-9,050	$2,210,121	−0.0%	0.78%
DXCM	Dexcom Inc Healthcare	NEW	32,500	NEW	$2,188,875	NEW	0.77%
CIEN	Ciena Corp Technology	Reduced	4,289	-62	$2,104,011	+24.6%	0.74%
LSCC	Lattice Semiconductor Corp Technology	Reduced	13,640	-5,880	$2,086,374	+15.2%	0.73%
TTMI	Ttm Technologies Inc Technology	Added	11,035	+470	$2,063,765	+100.5%	0.73%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	7,462	-1,529	$2,011,755	−10.5%	0.71%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	10,699	-4,201	$1,974,286	−11.8%	0.69%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	1,398	-1,325	$1,932,539	−35.1%	0.68%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	1,130	-115	$1,918,050	−10.9%	0.67%
NTRA	Natera, Inc. Healthcare	Reduced	6,980	-220	$1,894,721	+31.6%	0.67%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	8,722	-645	$1,856,477	−8.5%	0.65%
PANW	Palo Alto Networks Inc Technology	Reduced	5,192	-6	$1,770,575	+112.5%	0.62%
CDNS	Cadence Design Systems Inc Technology	Held	4,300	0	$1,613,876	+35.1%	0.57%
SYM	Symbotic Inc. Industrials	Held	35,075	0	$1,576,621	−15.5%	0.55%
COHR	Coherent Corp. Technology	Held	3,984	0	$1,571,568	+65.6%	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.