Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

CIK

2079571

Location

WARSAW, R9

Portfolio Value

Small $290,965,059

Diversification

Diversified

Filing Date

Global Rank

#5,241 / 8,830 ▲ 240 · as of Jun 2026

Top Industry

Semiconductors 22.2%

Period ended 43 days ago

Filed Oct 21, 2026 · 22d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 36.5%, 49.1 effective positions, active share 54.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

45.3% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 15.0 quarters (12+), a floor since 27.1% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 54.0%; sector active share 30.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

208 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.5%

+1.1 pts

Top 5

26.7%

+2.0 pts

Top 10

39.1%

+2.7 pts

HHI

234

Diversified+30

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.8%	$145,042,629	58
Industrials	15.7%	$45,681,360	42
Consumer Cyclical	9.7%	$28,131,633	26
Financial Services	8.6%	$24,934,067	22
Communication Services	7.3%	$21,381,788	9
Basic Materials	3.3%	$9,691,583	15
Healthcare	3.0%	$8,774,769	17
Consumer Defensive	1.5%	$4,317,441	6
Energy	0.9%	$2,606,046	11
Utilities	0.1%	$403,743	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MNST	Monster Beverage Corp	+8,480	16,960	$705,875
CRWD	CrowdStrike Holdings, Inc.	+7,455	9,941	$2,631,879
P	Everpure, Inc.	+4,200	5,500	$719,290
KLAC	Kla Corp	+2,887	11,503	$2,242,279
NOVT	Novanta Inc	+2,850	3,256	$462,970
SHOP	Shopify Inc.	+2,251	9,645	$1,430,353
ANET	Arista Networks, Inc.	+2,250	5,724	$1,165,349
SGI	Somnigroup International Inc.	+2,100	17,000	$1,055,870
CFG	Citizens Financial Group Inc	+1,700	21,936	$1,398,639
NET	Cloudflare, Inc.	+1,574	3,145	$1,092,195
CLS	Celestica Inc	+1,250	1,754	$633,948
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,050	8,892	$4,056,441
AMAT	Applied Materials Inc	+864	2,064	$1,055,488
AAOI	Applied Optoelectronics, Inc.	+514	10,812	$1,073,199
WMB	Williams Companies, Inc.	+480	9,913	$673,786
SLB	Slb Limited	+441	9,500	$462,840
PH	Parker-Hannifin Corp	+430	1,205	$1,151,281
JHX	James Hardie Industries plc	+423	1,180	$29,865
SIMO	Silicon Motion Technology CORP	+358	558	$156,240
GILD	Gilead Sciences, Inc.	+343	506	$75,419
COHR	Coherent Corp.	+252	4,236	$1,219,163
VALE	Vale S.A.	+232	1,695	$22,729
AVGO	Broadcom Inc.	+206	15,330	$5,383,742
BE	Bloom Energy Corp	+200	2,784	$771,112
EQT	EQT Corp	+197	623	$30,252
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KVYO	Klaviyo, Inc.	−16,300	51,600	$811,668
IR	Ingersoll Rand Inc.	−11,650	1,723	$129,414
NU	Nu Holdings Ltd.	−10,630	88,000	$1,114,080
DXCM	Dexcom Inc	−10,231	22,269	$1,921,592
BROS	Dutch Bros Inc.	−9,200	10,830	$417,604
NOW	ServiceNow, Inc.	−8,674	62,909	$8,430,435
ORCL	Oracle Corp	−8,356	1,032	$141,693
AMZN	Amazon Com Inc	−5,914	42,319	$10,543,778
MSFT	Microsoft Corp	−3,241	40,427	$20,735,008
AAPL	Apple Inc.	−3,168	21,706	$7,228,532
AMD	Advanced Micro Devices Inc	−2,868	13,771	$8,424,546
GH	Guardant Health, Inc.	−2,800	7,500	$1,337,700
TTMI	Ttm Technologies Inc	−2,758	8,277	$1,016,746
RMBS	Rambus Inc	−2,750	13,900	$1,483,964
APTV	Aptiv PLC	−2,400	5,000	$215,100
META	Meta Platforms, Inc.	−1,858	8,158	$5,916,018
KTOS	Kratos Defense & Security Solutions, Inc.	−1,837	20,050	$855,934
KO	Coca Cola Co	−1,775	9,748	$839,107
NTRA	Natera, Inc.	−1,700	5,280	$2,182,276
ROAD	Construction Partners, Inc.	−1,500	34,425	$3,099,282
CRM	Salesforce, Inc.	−1,268	26,619	$6,110,923
XYZ	Block, Inc.	−1,200	29,245	$2,150,384
UBER	Uber Technologies, Inc	−1,000	5,465	$374,407
LITE	Lumentum Holdings Inc.	−862	2,096	$2,035,760
CDNS	Cadence Design Systems Inc	−815	3,485	$1,150,694
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	3,328	$803,079
GLW	Corning Inc	3,300	$507,408
CRDO	Credo Technology Group Holding Ltd	2,550	$496,714
TER	Teradyne, Inc	1,100	$441,001
SITM	SITIME Corp	650	$423,819
ON	On Semiconductor Corp	5,400	$415,098
ONTO	Onto Innovation Inc.	800	$246,256
QCOM	Qualcomm Inc	343	$63,125
BABA	Alibaba Group Holding Ltd	522	$56,135
URI	United Rentals, Inc.	34	$34,026
DAL	Delta Air Lines, Inc.	300	$25,038
CPAY	Corpay, Inc.	59	$22,927
VZ	Verizon Communications Inc	487	$22,338
DE	Deere & Co	25	$16,788
UNM	Unum Group	140	$12,282
DVN	Devon Energy Corp	257	$11,832
EL	Estee Lauder Companies Inc	125	$11,596
DIS	Walt Disney Co	100	$10,490
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ONON	On Holding AG	42,450	$1,503,579
EXTR	Extreme Networks Inc	13,000	$420,810
HUBS	Hubspot Inc	1,715	$313,004
BOOT	Boot Barn Holdings, Inc.	1,740	$285,829
FICO	Fair Isaac Corp	100	$119,478
MDB	MongoDB, Inc.	355	$119,244
IBM	International Business Machines Corp	183	$51,461
ETR	Entergy Corp	210	$24,120
HON	Honeywell International Inc	35	$7,836
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

208 tracked positions · $290,965,059 total · filing declares 208 positions · $290,973,895 · as of Sep 30, 2026

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

Showing 1–50 of 208 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	96,062	-711	$21,938,639	+13.3%	7.54%
MSFT	Microsoft Corp Technology	Reduced	40,427	-3,241	$20,735,008	+27.3%	7.13%
GOOG	Alphabet Inc. Communication Services	Reduced	41,063	-717	$13,991,806	−5.2%	4.81%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	42,319	-5,914	$10,543,778	−8.3%	3.62%
MU	Micron Technology Inc Technology	Reduced	9,818	-787	$10,457,249	−14.6%	3.59%
NOW	ServiceNow, Inc. Technology	Reduced	62,909	-8,674	$8,430,435	+18.6%	2.90%
AMD	Advanced Micro Devices Inc Technology	Reduced	13,771	-2,868	$8,424,546	−12.8%	2.90%
AAPL	Apple Inc. Technology	Reduced	21,706	-3,168	$7,228,532	+0.4%	2.48%
CRM	Salesforce, Inc. Technology	Reduced	26,619	-1,268	$6,110,923	+39.9%	2.10%
META	Meta Platforms, Inc. Communication Services	Reduced	8,158	-1,858	$5,916,018	+4.9%	2.03%
AVGO	Broadcom Inc. Technology	Added	15,330	+206	$5,383,742	−5.8%	1.85%
MA	Mastercard Inc Financial Services	Added	9,239	+31	$5,095,031	+7.7%	1.75%
DDOG	Datadog, Inc. Technology	Reduced	16,206	-2	$4,438,013	+5.2%	1.53%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	62,621	0	$4,383,470	+11.3%	1.51%
CLH	Clean Harbors Inc Industrials	Reduced	13,626	-406	$4,227,193	+0.8%	1.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,892	+1,050	$4,056,441	+8.3%	1.39%
PWR	Quanta Services, Inc. Industrials	Reduced	6,221	-164	$3,997,054	−13.1%	1.37%
V	Visa Inc. Financial Services	Added	9,700	+131	$3,485,501	+6.2%	1.20%
AXON	Axon Enterprise, Inc. Industrials	Reduced	8,153	-127	$3,444,805	−25.8%	1.18%
ARM	Arm Holdings PLC Technology	Reduced	11,466	-1	$3,321,241	−18.3%	1.14%
MRVL	Marvell Technology, Inc. Technology	Reduced	12,172	-12	$3,215,964	−11.4%	1.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,549	-53	$3,159,095	+0.5%	1.09%
ROAD	Construction Partners, Inc. Industrials	Reduced	34,425	-1,500	$3,099,282	−27.4%	1.07%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	20,632	-123	$2,984,006	−0.6%	1.03%
UNP	Union Pacific Corp Industrials	Reduced	10,571	-800	$2,876,686	−7.0%	0.99%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,941	+7,455	$2,631,879	+38.7%	0.90%
CAT	Caterpillar Inc Industrials	Reduced	2,971	-1	$2,408,857	−23.9%	0.83%
GS	Goldman Sachs Group Inc Financial Services	Added	2,513	+95	$2,262,604	−7.5%	0.78%
KLAC	Kla Corp Technology	Added	11,503	+2,887	$2,242,279	−13.7%	0.77%
NTRA	Natera, Inc. Healthcare	Reduced	5,280	-1,700	$2,182,276	+15.2%	0.75%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	7,492	+30	$2,151,552	+6.9%	0.74%
XYZ	Block, Inc. Technology	Reduced	29,245	-1,200	$2,150,384	−7.1%	0.74%
STX	Seagate Technology Holdings plc Technology	Reduced	2,307	-1	$2,127,838	−4.5%	0.73%
PANW	Palo Alto Networks Inc Technology	Reduced	5,190	-2	$2,062,038	+16.5%	0.71%
LITE	Lumentum Holdings Inc. Technology	Reduced	2,096	-862	$2,035,760	−19.8%	0.70%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	8,722	0	$2,035,714	+9.7%	0.70%
FSS	Federal Signal Corp Industrials	Reduced	18,126	-19	$2,008,179	−13.9%	0.69%
GNRC	Generac Holdings Inc. Industrials	Reduced	9,698	-550	$2,007,001	−33.1%	0.69%
RKLB	Rocket Lab Corp Industrials	Held	28,252	0	$1,968,599	−31.5%	0.68%
DASH	DoorDash, Inc. Consumer Cyclical	Held	10,699	0	$1,963,801	−0.5%	0.67%
DXCM	Dexcom Inc Healthcare	Reduced	22,269	-10,231	$1,921,592	−12.2%	0.66%
OSW	ONESPAWORLD HOLDINGS Ltd Consumer Cyclical	Held	83,834	0	$1,885,426	−20.4%	0.65%
MPWR	Monolithic Power Systems, Inc. Technology	Held	1,398	0	$1,883,413	−2.5%	0.65%
LSCC	Lattice Semiconductor Corp Technology	Held	13,640	0	$1,713,456	−17.9%	0.59%
LRCX	Lam Research Corp Technology	Reduced	4,994	-701	$1,640,578	−33.5%	0.56%
SNOW	Snowflake Inc. Technology	Reduced	4,756	-650	$1,614,947	+17.4%	0.56%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	930	-200	$1,607,532	−16.2%	0.55%
RMBS	Rambus Inc Technology	Reduced	13,900	-2,750	$1,483,964	−32.9%	0.51%
SYM	Symbotic Inc. Industrials	Held	35,075	0	$1,475,605	−6.4%	0.51%
CIEN	Ciena Corp Technology	Reduced	4,141	-148	$1,456,886	−30.8%	0.50%

Showing the top 50 of 208 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.