Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Filing Date
Global Rank
#3,577
/ 8,232
▲ 66
Top Industry
Semiconductors
19.9%
3Y Alpha vs SPY
-7.4%
Period ended 2 months ago
Filed May 14, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+45.9%
SPY
+76.3%
Annualised alpha
-7.4%
Max drawdown
−29.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
190 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.9%
−0.5 pts
Top 5
22.3%
−2.1 pts
Top 10
33.7%
−3.5 pts
HHI
191
Diversified−25
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.3% | $99,791,887 |
| Industrials | 18.6% | $42,811,145 |
| Consumer Cyclical | 12.9% | $29,747,996 |
| Financial Services | 9.7% | $22,419,077 |
| Healthcare | 4.2% | $9,593,222 |
| Basic Materials | 4.1% | $9,454,251 |
| Communication Services | 4.0% | $9,125,706 |
| Consumer Defensive | 2.2% | $4,954,008 |
| Energy | 1.0% | $2,240,743 |
| Utilities | 0.1% | $135,010 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XYZ | Block, Inc. | +24,625 | 39,845 | $2,397,872 | |
| FCX | Freeport-Mcmoran Inc | +17,650 | 70,491 | $4,143,460 | |
| DASH | DoorDash, Inc. | +12,460 | 14,900 | $2,237,235 | |
| AMD | Advanced Micro Devices Inc | +8,717 | 35,338 | $7,188,809 | |
| VSCO | Victoria's Secret & Co. | +8,000 | 18,700 | $866,932 | |
| ADPT | Adaptive Biotechnologies Corp | +6,600 | 23,400 | $324,792 | |
| ROST | Ross Stores, Inc. | +6,530 | 9,367 | $2,029,173 | |
| UNP | Union Pacific Corp | +4,400 | 10,101 | $2,450,704 | |
| CFG | Citizens Financial Group Inc/Ri | +4,200 | 18,936 | $1,135,591 | |
| LEVI | Levi Strauss & Co | +4,100 | 20,500 | $379,045 | |
| COP | Conocophillips | +3,853 | 4,345 | $573,540 | |
| CNOB | ConnectOne Bancorp, Inc. | +3,600 | 15,230 | $407,707 | |
| AXON | Axon Enterprise, Inc. | +3,466 | 3,995 | $1,696,636 | |
| CRM | Salesforce, Inc. | +3,360 | 20,850 | $3,892,069 | |
| TOL | Toll Brothers, Inc. | +2,985 | 3,147 | $429,471 | |
| SGI | Somnigroup International Inc. | +2,900 | 13,400 | $990,528 | |
| COR | Cencora, Inc. | +2,855 | 2,918 | $916,660 | |
| MSFT | Microsoft Corp | +2,665 | 33,825 | $12,521,000 | |
| PLTR | Palantir Technologies Inc. | +2,434 | 4,076 | $596,237 | |
| FTAI | FTAI Aviation Ltd. | +2,210 | 4,610 | $1,129,450 | |
| APTV | Aptiv PLC | +2,200 | 7,400 | $513,856 | |
| CVX | Chevron Corp | +1,590 | 2,070 | $428,283 | |
| CUBI | Customers Bancorp, Inc. | +1,300 | 5,800 | $402,578 | |
| UMBF | Umb Financial Corp | +1,250 | 3,650 | $411,683 | |
| TKO | TKO Group Holdings, Inc. | +1,155 | 3,255 | $656,370 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | −18,318 | 7,405 | $532,641 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | −17,195 | 21,213 | $1,495,728 | |
| NU | Nu Holdings Ltd. | −13,880 | 140,630 | $2,020,853 | |
| OSW | ONESPAWORLD HOLDINGS Ltd | −13,000 | 88,519 | $2,031,511 | |
| KRMN | Karman Holdings Inc. | −12,000 | 22,127 | $1,771,266 | |
| EXTR | Extreme Networks Inc | −11,500 | 22,200 | $334,776 | |
| SYM | Symbotic Inc. | −9,100 | 35,075 | $1,865,990 | |
| NVDA | Nvidia Corp | −8,087 | 91,176 | $15,901,094 | |
| WCN | Waste Connections, Inc. | −8,002 | 2,884 | $468,476 | |
| AAPL | Apple Inc. | −6,270 | 27,830 | $7,062,975 | |
| CDE | Coeur Mining, Inc. | −5,871 | 1,895 | $35,569 | |
| MU | Micron Technology Inc | −4,643 | 18,223 | $6,156,458 | |
| RKLB | Rocket Lab Corp | −4,350 | 19,435 | $1,248,115 | |
| LSCC | Lattice Semiconductor Corp | −4,250 | 19,520 | $1,810,675 | |
| RMBS | Rambus Inc | −4,050 | 25,700 | $2,210,971 | |
| WM | Waste Management Inc | −3,800 | 7,207 | $1,656,096 | |
| KO | Coca Cola Co | −3,749 | 13,774 | $1,047,512 | |
| AMZN | Amazon Com Inc | −3,508 | 42,149 | $8,778,372 | |
| ISRG | Intuitive Surgical Inc | −3,225 | 4,820 | $2,221,971 | |
| KVYO | Klaviyo, Inc. | −3,181 | 67,900 | $1,321,334 | |
| AAON | Aaon, Inc. | −3,100 | 10,500 | $868,875 | |
| V | Visa Inc. | −2,623 | 6,841 | $2,067,623 | |
| MA | Mastercard Inc | −2,407 | 9,085 | $4,539,411 | |
| NFLX | Netflix Inc | −2,304 | 22,265 | $2,140,779 | |
| B | Barrick Mining Corp | −2,127 | 1,962 | $80,029 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KLAC | Kla Corp | 868 | $1,278,051 | |
| LRCX | Lam Research Corp | 5,615 | $1,199,700 | |
| GNRC | Generac Holdings Inc. | 5,508 | $1,075,877 | |
| SPOT | Spotify Technology S.A. | 1,230 | $596,439 | |
| SLB | Slb Limited/Nv | 9,059 | $465,542 | |
| CME | Cme Group Inc. | 1,100 | $324,885 | |
| FAST | Fastenal Co | 6,000 | $278,400 | |
| ODFL | Old Dominion Freight Line, Inc. | 1,000 | $195,400 | |
| BE | Bloom Energy Corp | 1,050 | $142,264 | |
| VLO | Valero Energy Corp/Tx | 437 | $107,973 | |
| XOM | Exxon Mobil Corp | 585 | $99,251 | |
| CRWV | CoreWeave, Inc. | 1,245 | $96,450 | |
| MPC | Marathon Petroleum Corp | 379 | $92,544 | |
| PHM | Pultegroup Inc/Mi/ | 444 | $52,218 | |
| CLS | Celestica Inc | 172 | $48,448 | |
| ALL | Allstate Corp | 157 | $32,552 | |
| MCD | Mcdonalds Corp | 70 | $21,755 | |
| JCI | Johnson Controls International plc | 123 | $16,106 | |
| HON | Honeywell International Inc | 71 | $16,048 | |
| MRK | Merck & Co., Inc. | 96 | $11,547 | |
| AMAT | Applied Materials Inc /De | 33 | $11,279 | |
| WMB | Williams Companies, Inc. | 150 | $10,917 | |
| EQT | EQT Corp | 171 | $10,882 | |
| DE | Deere & Co | 19 | $10,702 | |
| EW | Edwards Lifesciences Corp | 130 | $10,410 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ICE | Intercontinental Exchange, Inc. | 4,000 | $647,840 | |
| HUBG | Hub Group, Inc. | 14,000 | $596,540 | |
| BMY | Bristol Myers Squibb Co | 8,750 | $471,975 | |
| MDB | MongoDB, Inc. | 837 | $351,280 | |
| TEAM | Atlassian Corp | 2,000 | $324,280 | |
| SE | Sea Ltd | 1,997 | $254,757 | |
| PM | Philip Morris International Inc. | 1,500 | $240,600 | |
| KNSL | Kinsale Capital Group, Inc. | 600 | $234,672 | |
| HWM | Howmet Aerospace Inc. | 870 | $178,367 | |
| LUNR | Intuitive Machines, Inc. | 10,000 | $162,300 | |
| SOFI | SoFi Technologies, Inc. | 2,614 | $68,434 | |
| EL | Estee Lauder Companies Inc | 261 | $27,331 | |
| DVN | Devon Energy Corp/De | 642 | $23,516 | |
| DG | Dollar General Corp | 164 | $21,774 | |
| QCOM | Qualcomm Inc/De | 81 | $13,855 | |
| URI | United Rentals, Inc. | 15 | $12,139 | |
| No positions match the current search. | ||||
3 positions ·
$135,010 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities