Investors Towarzystwo Funduszy Inwestycyjnyc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$242.1M
Q ending 2026-03-31
Prior quarter
$264.0M
Q ending 2025-12-31
Change
-8.3% QoQ · +14.3% YoY
Positions
191
reported holdings
Largest positions
Top 100 of 191 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $15.9M | 91K |
| Microsoft Corp | MSFT | Shares | $12.5M | 34K |
| Alphabet Inc | GOOG | Shares | $11.8M | 41K |
| Amazon Com Inc | AMZN | Shares | $8.8M | 42K |
| Advanced Micro Devices Inc | AMD | Shares | $7.2M | 35K |
| Apple Inc | AAPL | Shares | $7.1M | 28K |
| Micron Technology Inc | MU | Shares | $6.2M | 18K |
| Meta Platforms Inc | META | Shares | $5.4M | 9K |
| Servicenow Inc | NOW | Shares | $5.2M | 50K |
| Clean Harbors Inc | CLH | Shares | $4.9M | 17K |
| Broadcom Inc | AVGO | Shares | $4.5M | 15K |
| Mastercard Incorporated | MA | Shares | $4.5M | 9K |
| Quanta Svcs Inc | PWR | Shares | $4.3M | 8K |
| Freeport Mcmoran Inc | FCX | Shares | $4.1M | 70K |
| Construction Partners Inc | ROAD | Shares | $4.0M | 36K |
| Salesforce Inc | CRM | Shares | $3.9M | 21K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $3.0M | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $2.7M | 9K |
| Bank New York Mellon Corp | BNY | Shares | $2.6M | 22K |
| Union Pac Corp | UNP | Shares | $2.5M | 10K |
| Datadog Inc | DDOG | Shares | $2.4M | 21K |
| Block Inc | XYZ | Shares | $2.4M | 40K |
| Federal Signal Corp | FSS | Shares | $2.3M | 21K |
| Goldman Sachs Group Inc | GS | Shares | $2.3M | 3K |
| Arm Holdings Plc | ARM | Shares | $2.3M | 15K |
| Caterpillar Inc | CAT | Shares | $2.2M | 3K |
| Wabtec | WAB | Shares | $2.2M | 9K |
| Doordash Inc | DASH | Shares | $2.2M | 15K |
| Intuitive Surgical Inc | ISRG | Shares | $2.2M | 5K |
| Rambus Inc Del | RMBS | Shares | $2.2M | 26K |
| Mercadolibre Inc | MELI | Shares | $2.2M | 1K |
| Netflix Inc. | NFLX | Shares | $2.1M | 22K |
| Lumentum Hldgs Inc | LITE | Shares | $2.1M | 3K |
| Visa Inc | V | Shares | $2.1M | 7K |
| Onespaworld Holdings Limited | Shares | $2.0M | 89K | |
| Ross Stores Inc | ROST | Shares | $2.0M | 9K |
| Nu Hldgs Ltd | Shares | $2.0M | 141K | |
| Symbotic Inc | SYM | Shares | $1.9M | 35K |
| Lattice Semiconductor Corp | LSCC | Shares | $1.8M | 20K |
| Karman Hldgs Inc | KRMN | Shares | $1.8M | 22K |
| Walmart Inc | WMT | Shares | $1.7M | 14K |
| Axon Enterprise Inc | AXON | Shares | $1.7M | 4K |
| Ciena Corp | CIEN | Shares | $1.7M | 4K |
| Waste Mgmt Inc Del | WM | Shares | $1.7M | 7K |
| Mckesson Corp | MCK | Shares | $1.6M | 2K |
| Kratos Defense & Sec Solutio | KTOS | Shares | $1.5M | 21K |
| On Hldg Ag | Shares | $1.5M | 44K | |
| Martin Marietta Matls Inc | MLM | Shares | $1.5M | 3K |
| Marvell Technology Inc | MRVL | Shares | $1.5M | 15K |
| Oracle Corp | ORCL | Shares | $1.4M | 10K |
| Natera Inc | NTRA | Shares | $1.4M | 7K |
| Costco Wholesale Corporation | COST | Shares | $1.4M | 1K |
| Vulcan Matls Co | VMC | Shares | $1.4M | 5K |
| Klaviyo Inc | KVYO | Shares | $1.3M | 68K |
| Kla Corp | KLAC | Shares | $1.3M | 868 |
| Rocket Lab Corp | RKLB | Shares | $1.2M | 19K |
| Lam Research Corp | LRCX | Shares | $1.2M | 6K |
| Cadence Design System Inc | CDNS | Shares | $1.2M | 4K |
| General Mtrs Co | GM | Shares | $1.2M | 16K |
| Citizens Finl Group Inc | CFG | Shares | $1.1M | 19K |
| Ftai Aviation Ltd | Shares | $1.1M | 5K | |
| Guardant Health Inc | GH | Shares | $1.1M | 12K |
| Generac Hldgs Inc | GNRC | Shares | $1.1M | 6K |
| Coca Cola Co | KO | Shares | $1.0M | 14K |
| Ttm Technologies Inc | TTMI | Shares | $1.0M | 11K |
| Ingersoll Rand Inc | IR | Shares | $1.0M | 12K |
| Tesla Inc | TSLA | Shares | $997K | 3K |
| Dutch Bros Inc | BROS | Shares | $994K | 20K |
| Somnigroup International Inc | SGI | Shares | $991K | 13K |
| Ralph Lauren Corp | RL | Shares | $988K | 3K |
| Carnival Corp | CCL1EUR | Shares | $969K | 37K |
| Capital One Finl Corp | COF | Shares | $957K | 5K |
| Coherent Corp | COHR | Shares | $949K | 4K |
| Cencora Inc | COR | Shares | $917K | 3K |
| Gxo Logistics Incorporated | GXO | Shares | $913K | 18K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $895K | 2K |
| Aaon Inc | AAON | Shares | $869K | 11K |
| Victorias Secret And Co | VSXY | Shares | $867K | 19K |
| Palo Alto Networks Inc | PANW | Shares | $833K | 5K |
| Rockwell Automation Inc | ROK | Shares | $829K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $783K | 2K |
| Alamos Gold Inc | AGI | Shares | $778K | 18K |
| Monster Beverage Corp New | MNST | Shares | $772K | 11K |
| Griffon Corp | GFF | Shares | $760K | 10K |
| Snowflake Inc | SNOW | Shares | $747K | 5K |
| Emerson Elec Co | EMR | Shares | $721K | 6K |
| M/I Homes Inc | MHO | Shares | $669K | 5K |
| Tko Group Holdings Inc | TKO | Shares | $656K | 3K |
| Steel Dynamics Inc | STLD | Shares | $645K | 4K |
| Chewy Inc | CHWY | Shares | $625K | 23K |
| Parker-Hannifin Corp | PH | Shares | $620K | 692 |
| Teledyne Technologies Inc | TDY | Shares | $607K | 1K |
| Spotify Technology S A | Shares | $596K | 1K | |
| Palantir Technologies Inc | PLTR | Shares | $596K | 4K |
| Affiliated Managers Group | AMG | Shares | $578K | 2K |
| Conocophillips | COP | Shares | $574K | 4K |
| Microchip Technology Inc. | MCHP | Shares | $565K | 9K |
| Autodesk Inc | ADSK | Shares | $543K | 2K |
| Uber Technologies Inc | UBER | Shares | $533K | 7K |
| Gap Inc | GAP | Shares | $530K | 22K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.