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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

CIK 2079571 · latest 13F filed 21 October 2026 · Read the filing on EDGAR

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported 208 US-listed holdings worth $291.0 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: NVIDIA Corp. (7.5%), Microsoft Corp. (7.1%) and Alphabet Inc. (4.8%). Against the quarter before, it opened 19 positions, added to 44, trimmed 59 and sold out of 10.

Reported holdings$291.0M-3.2% on Q2 2026
Positions208+9 on Q2 2026
The largest ten39.1%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Where the money is
Added toHeldTrimmed
NVDA7.5%MSFT7.1%GOOG4.8%AMZN3.6%MU3.6%NOW2.9%AMD2.9%AAPL2.5%CRM2.1%META2.0%AVGO1.9%MA1.8%DDOGFCX194 more54.3%

The 14 largest of its 208 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $259.2 million in 177 positions$259MQ3 24Q4 2024: $251.8 million in 180 positions$252MQ4 24Q1 2025: $211.9 million in 185 positions$212MQ1 25Q2 2025: $249.3 million in 200 positions$249MQ2 25Q3 2025: $249.7 million in 190 positions$250MQ3 25Q4 2025: $264.0 million in 181 positions$264MQ4 25Q1 2026: $242.1 million in 191 positions$242MQ1 26Q2 2026: $300.5 million in 199 positions$300MQ2 26Q3 2026: $291.0 million in 208 positions$291MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +40.7% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +40.7%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 19Added 44Held 86Trimmed 59Sold out 10
Opened: 19Added: 44Held: 86Trimmed: 59Sold out: 10

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 19

  1. Vertiv Holdings Co. VRT$803,080
  2. Corning Inc. GLW$507,408
  3. Credo Technology Group Holdi CRDO$496,714
  4. Teradyne, Inc. TER$441,001
  5. Sitime Corp. SITM$423,820
  6. ON Semiconductor Corp. ON$415,098
  7. Onto Innovation Inc. ONTO$246,256
  8. ExxonMobil Holdings Corp. XOM$155,099

and 11 more in the table below

Added to 44

  1. KLA Corp. KLAC+2,887 shares · +34%
  2. Everpure, Inc. P+4,200 shares · +323%
  3. Cloudflare Inc. NET+1,574 shares · +100%
  4. Taiwan Semiconductor Manufacturing Company Limited TSM+1,050 shares · +13%
  5. Arista Networks, Inc. ANET+2,250 shares · +65%
  6. Celestica Inc. CLS+1,250 shares · +248%
  7. Applied Materials Inc. AMAT+864 shares · +72%
  8. Parker-Hannifin Corp. PH+430 shares · +55%

and 36 more in the table below

Trimmed 59

  1. Advanced Micro Devices Inc. AMD-2,868 shares · -17%
  2. Microsoft Corp. MSFT-3,241 shares · -7%
  3. Amazon.com Inc. AMZN-5,914 shares · -12%
  4. Meta Platforms, Inc. META-1,858 shares · -19%
  5. ServiceNow, Inc. NOW-8,674 shares · -12%
  6. Oracle Corp. ORCL-8,356 shares · -89%
  7. Apple Inc. AAPL-3,168 shares · -13%
  8. Dexcom Inc. DXCM-10,231 shares · -31%

and 51 more in the table below

Sold out of 10

  1. On Holding AG ONON$1.5 million last quarter
  2. Extreme Networks Inc. EXTR$420,810 last quarter
  3. Hubspot Inc. HUBS$313,005 last quarter
  4. Boot Barn Holdings, Inc. BOOT$285,830 last quarter
  5. ExxonMobil Holdings Corp. XOM$130,294 last quarter
  6. Fair Isaac Corp. FICO$119,478 last quarter
  7. Mongodb Inc. MDB$119,244 last quarter
  8. International Business Machines Corp. IBM$51,461 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA96.1K$21.9 million7.54%-711
Microsoft Corp. MSFT40.4K$20.7 million7.13%-3.2K
Alphabet Inc. GOOG41.1K$14.0 million4.81%-717
Amazon.com Inc. AMZN42.3K$10.5 million3.62%-5.9K
Micron Technology Inc. MU9.8K$10.5 million3.59%-787
ServiceNow, Inc. NOW62.9K$8.4 million2.90%-8.7K
Advanced Micro Devices Inc. AMD13.8K$8.4 million2.90%-2.9K
Apple Inc. AAPL21.7K$7.2 million2.48%-3.2K
Salesforce, Inc. CRM26.6K$6.1 million2.10%-1.3K
Meta Platforms, Inc. META8.2K$5.9 million2.03%-1.9K
Broadcom Inc. AVGO15.3K$5.4 million1.85%+206
Mastercard Inc. MA9.2K$5.1 million1.75%+31
Datadog, Inc. DDOG16.2K$4.4 million1.53%-2
Freeport-McMoRan Inc. FCX62.6K$4.4 million1.51%no change
Clean Harbors Inc. CLH13.6K$4.2 million1.45%-406
Taiwan Semiconductor Manufacturing Company Limited TSM8.9K$4.1 million1.39%+1.1K
Quanta Services, Inc. PWR6.2K$4.0 million1.37%-164
Visa Inc. V9.7K$3.5 million1.20%+131
Axon Enterprise, Inc. AXON8.2K$3.4 million1.18%-127
Arm Holdings plc ARM11.5K$3.3 million1.14%-1
Marvell Technology, Inc. MRVL12.2K$3.2 million1.11%-12
JPMorgan Chase & Co. JPM9.5K$3.2 million1.09%-53
Construction Partners, Inc. ROAD34.4K$3.1 million1.07%-1.5K
Bank of New York Mellon Corp. BNY20.6K$3.0 million1.03%-123
Union Pacific Corp. UNP10.6K$2.9 million0.99%-800
CrowdStrike Holdings, Inc. CRWD9.9K$2.6 million0.90%-3
Caterpillar Inc. CAT3.0K$2.4 million0.83%-1
Goldman Sachs Group Inc. GS2.5K$2.3 million0.78%+95
KLA Corp. KLAC11.5K$2.2 million0.77%+2.9K
Natera Inc Com NTRA5.3K$2.2 million0.75%-1.7K
Westinghouse Air Brake Technologies Corp. WAB7.5K$2.2 million0.74%+30
Block, Inc. XYZ29.2K$2.2 million0.74%-1.2K
Seagate Technology Holdings plc STX2.3K$2.1 million0.73%-1
Palo Alto Networks Inc. PANW5.2K$2.1 million0.71%-2
Lumentum Holdings Inc. LITE2.1K$2.0 million0.70%-862
ROSS Stores, Inc. ROST8.7K$2.0 million0.70%no change
Federal Signal Corp. FSS18.1K$2.0 million0.69%-19
Generac Holdings Inc. GNRC9.7K$2.0 million0.69%-550
Rocket Lab Corp. RKLB28.3K$2.0 million0.68%no change
DoorDash, Inc. DASH10.7K$2.0 million0.67%no change
Dexcom Inc. DXCM22.3K$1.9 million0.66%-10.2K
Onespaworld Holdings Ltd. OSW83.8K$1.9 million0.65%no change
Monolithic Power Systems, Inc. MPWR1.4K$1.9 million0.65%no change
Lattice Semiconductor Corp. LSCC13.6K$1.7 million0.59%no change
Lam Research Corp. LRCX5.0K$1.6 million0.56%-701
Snowflake Inc. SNOW4.8K$1.6 million0.56%-650
MercadoLibre, Inc. MELI930$1.6 million0.55%-200
Rambus Inc. RMBS13.9K$1.5 million0.51%-2.8K
Symbotic Inc. SYM35.1K$1.5 million0.51%no change
Ciena Corp. CIEN4.1K$1.5 million0.50%-148
Victoria's Secret & Co. VSXY16.2K$1.4 million0.49%no change
Shopify Inc. SHOP9.6K$1.4 million0.49%+2.3K
Walmart Inc. WMT13.6K$1.4 million0.48%+102
Citizens Financial Group Inc. CFG21.9K$1.4 million0.48%+1.7K
Guardant Health Inc. GH7.5K$1.3 million0.46%-2.8K
Costco Wholesale Corp. COST1.4K$1.3 million0.43%no change
Vulcan Materials Co. VMC5.0K$1.2 million0.42%-8
Coherent Corp. COHR4.2K$1.2 million0.42%+252
Martin Marietta Materials Inc. MLM2.5K$1.2 million0.41%-4
General Motors Co. GM15.5K$1.2 million0.41%no change
Waste Management Inc. WM5.8K$1.2 million0.41%-4
Steel Dynamics Inc. STLD5.3K$1.2 million0.41%+179
Arista Networks, Inc. ANET5.7K$1.2 million0.40%+2.2K
Parker-Hannifin Corp. PH1.2K$1.2 million0.40%+430
Cadence Design Systems Inc. CDNS3.5K$1.2 million0.40%-815
Nu Holdings Ltd. NU88.0K$1.1 million0.38%-10.6K
Cloudflare Inc. NET3.1K$1.1 million0.38%+1.6K
Applied Optoelectronics Inc. AAOI10.8K$1.1 million0.37%+514
Eaton Corp. plc ETN2.5K$1.1 million0.37%+17
Somnigroup International Inc. SGI17.0K$1.1 million0.36%+2.1K
Applied Materials Inc. AMAT2.1K$1.1 million0.36%+864
Capital One Financial Corp. COF5.4K$1.0 million0.36%+89
Ralph Lauren Corp. RL2.9K$1.0 million0.35%no change
TTM Technologies Inc. TTMI8.3K$1.0 million0.35%-2.8K
Rockwell Automation, Inc. ROK2.3K$1.0 million0.35%no change
Griffon Corp. GFF10.4K$972,2680.33%no change
Tesla, Inc. TSLA2.5K$896,2510.31%no change
Aaon, Inc. AAON10.5K$868,9800.30%no change
Kratos Defense & Security Solutions, Inc. KTOS20.1K$855,9350.29%-1.8K
Emerson Electric Co. EMR5.5K$853,0500.29%no change
Karman Holdings Inc. KRMN25.9K$839,6780.29%no change
Coca-Cola Co. KO9.7K$839,1070.29%-1.8K
Applied Industrial Technologies Inc. AIT2.5K$820,7570.28%no change
Klaviyo Inc. KVYO51.6K$811,6680.28%-16.3K
Vertiv Holdings Co. VRT3.3K$803,0800.28%new
GXO Logistics, Inc. GXO17.6K$782,3200.27%no change
Bloom Energy Corp. BE2.8K$771,1130.27%+200
Ftai Aviation Ltd FTAI4.6K$770,0080.26%no change
Affiliated Managers Group, Inc. AMG2.1K$764,1250.26%no change
M/I Homes, Inc. MHO5.5K$738,7540.25%no change
Everpure, Inc. P5.5K$719,2900.25%+4.2K
Monster Beverage Corp. MNST17.0K$705,8750.24%no change
Toll Brothers, Inc. TOL5.2K$702,4510.24%-254
Microchip Technology Inc. MCHP8.7K$679,7100.23%no change
Adaptive Biotechnologies Corporation ADPT23.4K$676,2600.23%no change
Williams Companies, Inc. WMB9.9K$673,7870.23%+480
GE Vernova Inc. GEV693$658,6880.23%no change
Palantir Technologies Inc. PLTR3.4K$639,5240.22%-226
Celestica Inc. CLS1.8K$637,0400.22%+1.2K
Teledyne Technologies Inc. TDY1.0K$608,6310.21%no change
Spotify Technology S.A. SPOT1.2K$599,4780.21%no change
Linde plc LIN1.2K$559,6120.19%-29
Carnival Corp. Ltd. CCL21.8K$534,9720.18%no change
Levi Strauss & Co. New LEVI26.0K$512,2000.18%no change
Corning Inc. GLW3.3K$507,4080.17%new
TKO Group Holdings, Inc. TKO2.8K$503,2160.17%-455
Gap Inc. GAP21.9K$500,1960.17%no change
AbbVie Inc. ABBV1.9K$497,2830.17%+167
Credo Technology Group Holdi CRDO2.5K$496,7140.17%new
Analog Devices Inc. ADI1.2K$481,2090.17%+40
UMB Financial Corp. UMBF3.6K$474,5370.16%no change
Connectone Bancorp Inc. CNOB15.8K$473,5880.16%no change
McKesson Corp. MCK550$469,5950.16%-79
Novanta Inc. NOVT3.3K$462,9710.16%+2.9K
SLB Limited SLB9.5K$462,8390.16%+441
Bank of America Corp. BAC8.3K$451,6060.16%+192
Teradyne, Inc. TER1.1K$441,0010.15%new
Waste Connections Inc. WCN2.8K$439,9090.15%-8
Customers Bancorp, Inc. CUBI5.8K$429,2000.15%no change
Canadian Pacific Kansas City LT CP5.0K$427,4110.15%no change
Sitime Corp. SITM650$423,8200.15%new
Dutch Bros Inc. BROS10.8K$417,6050.14%-9.2K
ON Semiconductor Corp. ON5.4K$415,0980.14%new
Addus HomeCare Corp. ADUS3.6K$397,9440.14%no change
Ferguson Enterprises Inc. FERG1.8K$389,5850.13%no change
Uber Technologies, Inc. UBER5.5K$374,4080.13%-1.0K
S&P Global Inc. SPGI900$355,0230.12%no change
Amgen Inc. AMGN822$346,4810.12%+18
Flowserve Corp. FLS4.7K$340,0080.12%no change
American Electric Power Co. Inc. AEP2.8K$335,1580.12%-115
MSCI Inc. MSCI600$323,1960.11%no change
Moody's Corp. MCO700$317,8910.11%no change
Valero Energy Corp. VLO816$316,2900.11%-73
Eli Lilly & Co. LLY259$299,6830.10%no change
Fastenal Co. FAST6.0K$297,1800.10%no change
Agnico Eagle Mines Ltd AEM1.6K$290,2220.10%no change
Citigroup Inc. C2.2K$285,5040.10%-11
Verisign Inc. VRSN1.0K$282,0100.10%-29
Alamos Gold Inc. New AGI8.5K$276,1910.09%no change
ConocoPhillips COP2.1K$267,6970.09%no change
Chewy, Inc. CHWY14.4K$262,0800.09%no change
CME Group Inc. CME1.0K$261,9800.09%no change
Onto Innovation Inc. ONTO800$246,2560.08%new
Chevron Corp. CVX1.1K$215,2380.07%no change
Aptiv plc APTV5.0K$215,1000.07%-2.4K
Netflix Inc. NFLX3.0K$208,7400.07%-500
Irhythm Technologies Inc. IRTC1.8K$204,5880.07%no change
Casella Waste Systems Inc. CWST2.5K$200,8750.07%no change
Toast, Inc. TOST6.5K$188,4350.06%no change
Cheniere Energy Inc. LNG663$178,3670.06%no change
Old Dominion Freight Line, Inc. ODFL1.0K$173,8400.06%no change
Home Depot, Inc. HD600$170,6940.06%no change
Silicon Motion Technology Corporation SIMO558$156,2400.05%+358
ExxonMobil Holdings Corp. XOM953$155,0990.05%new
O'Reilly Automotive, Inc. ORLY1.8K$153,7380.05%no change
Marathon Petroleum Corp. MPC379$149,8650.05%no change
EOG Resources Inc. EOG1.1K$144,7850.05%no change
Oracle Corp. ORCL1.0K$141,6940.05%-8.4K
Boston Scientific Corp. BSX3.0K$130,9500.05%no change
Ingersoll Rand Inc. IR1.7K$129,4140.04%-11.7K
Sherwin Williams Co. SHW400$129,3080.04%no change
Newmont Corp. NEM1.1K$125,4900.04%no change
Johnson & Johnson JNJ424$112,2490.04%no change
Barrick Mining Corp B2.7K$111,1000.04%no change
Versigent plc VGNT2.5K$110,8220.04%no change
Circle Internet Group Inc. CRCL1.3K$105,0130.04%no change
Wells Fargo & Company WFC1.3K$103,2650.04%no change
AppLovin Corp. APP353$102,5220.04%-477
Target Corp. TGT551$86,3360.03%+146
Intel Corp. INTC714$85,8440.03%-155
Zscaler Inc. ZS388$77,3750.03%no change
Gilead Sciences, Inc. GILD506$75,4190.03%+343
Constellation Energy Corp. CEG270$68,5850.02%-52
CRH Public Ltd. Co. CRH764$63,2600.02%no change
Qualcomm Inc. QCOM343$63,1250.02%new
Intuitive Surgical Inc. ISRG150$60,9950.02%-650
Alibaba Group Holding Limited BABA522$56,1360.02%new
Timken Co. TKR456$53,2390.02%no change
PulteGroup Inc. PHM444$51,5300.02%no change
Coeur Mining, Inc. CDE2.9K$50,2850.02%no change
Southern Copper Corp. SCCO208$42,1490.01%+2
Cisco Systems, Inc. CSCO363$39,0700.01%+60
Johnson Controls International plc JCI241$35,8250.01%+47
United Rentals, Inc. URI34$34,0270.01%new
EQT Corp. EQT623$30,2530.01%+197
James Hardie Industries Plc - US ADR JHX1.2K$29,8660.01%+423
Adobe Inc. ADBE124$29,7530.01%+26
Allstate Corp. ALL134$29,7290.01%no change
Alphabet Inc. GOOGL79$27,1820.01%-51
Texas Instruments Inc. TXN97$27,1690.01%+45
Merck & Co., Inc. MRK176$25,5750.01%+80
Delta Air Lines, Inc. DAL300$25,0380.01%new
UnitedHealth Group Inc. UNH68$24,9610.01%no change
Corpay, Inc. CPAY59$22,9270.01%new
Vale S.A. VALE1.7K$22,7300.01%+232
Allison Transmission Holdings Inc. ALSN199$22,5390.01%+123
Verizon Communications Inc. VZ487$22,3390.01%new
Starbucks Corp. SBUX237$22,2690.01%+89
Wesco International Inc. WCC59$21,2160.01%no change
RTX Corp. RTX107$19,8650.01%-19
Deere & Co. DE25$16,7890.01%new
TJX Companies Inc. TJX117$15,4800.01%no change
Unum Group UNM140$12,2820.00%new
Devon Energy Corp. DVN257$11,8320.00%new
Estee Lauder Companies Inc. EL125$11,5960.00%new
Edwards Lifesciences Corp. EW130$11,2220.00%no change
Walt Disney Co. DIS100$10,4900.00%new
Honeywell Aerospace Inc. Com HONA35$5,4240.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.