Q2 2026 13F · SEC CIK 2079571

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

Asset managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $300.5M
Reported positions: 199
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.4 yrs

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna is an asset manager that reported 199 positions worth $300.5M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Nvidia Corporation Com (NVDA, 6.4%), Microsoft Corp (MSFT, 5.4%), Alphabet Inc (GOOG, 4.9%).

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna holdings largest 50 of 199 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.4%	6.6%	96,773	+6.1%	$19.4M
MSFTMicrosoft Corp	5.4%	5.2%	43,668	+29.1%	$16.3M
GOOGAlphabet Inc	4.9%	4.9%	41,780	+1.4%	$14.8M
MUMicron Technology Inc	4.1%	2.5%	10,605	-41.8%	$12.2M
AMZNAmazon Com Inc Com	3.8%	3.6%	48,233	+14.4%	$11.5M
AMDAdvanced Micro Devices Inc	3.2%	3.0%	16,639	-52.9%	$9.7M
AAPLApple Inc	2.4%	2.9%	24,874	-10.6%	$7.2M
NOWServicenow Inc Com	2.4%	2.1%	71,583	+44.2%	$7.1M
AVGOBroadcom Inc	1.9%	1.9%	15,124	+2.9%	$5.7M
METAMeta Platforms Inc Class A	1.9%	2.2%	10,016	+5.8%	$5.6M
MAMastercard Inc.	1.6%	1.9%	9,208	+1.4%	$4.7M
AXONAxon Enterprise Inc	1.5%	0.7%	8,280	+107.3%	$4.6M
PWRQuanta Svcs Inc Com	1.5%	1.8%	6,385	-19.1%	$4.6M
CRMSalesforce Inc Com	1.5%	1.6%	27,887	+33.8%	$4.4M
ROADConstruction Partners Inc	1.4%	1.7%	35,925	-0.1%	$4.3M
DDOGDatadog Inc	1.4%	1.0%	16,208	-21.1%	$4.2M
CLHClean Harbors Inc	1.4%	2.0%	14,032	-18.0%	$4.2M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.4%	0.9%	11,467	-24.3%	$4.1M
FCXFreeport Mcmoran Inc Cl B	1.3%	1.7%	62,621	-11.2%	$3.9M
TSMTaiwan Semiconductor Manufac	1.2%	—	7,842	—	$3.7M
MRVLMarvell Technology Inc	1.2%	0.6%	12,184	-17.0%	$3.6M
VVisa Inc Com Cl A	1.1%	0.9%	9,569	+39.9%	$3.3M
CATCaterpillar Inc Com	1.1%	0.9%	2,972	-6.3%	$3.2M
JPMJpmorgan Chase & Co	1.0%	1.1%	9,602	+5.4%	$3.1M
UNPUnion Pac Corp	1.0%	1.0%	11,371	+12.6%	$3.1M
BNYBank of New York Mellon Corp	1.0%	1.1%	20,755	-5.6%	$3.0M
GNRCGenerac Hldgs Inc	1.0%	—	10,248	—	$3.0M
RKLBRocket Lab Corp Com	1.0%	—	28,252	—	$2.9M
KLACKla Corp	0.9%	—	8,616	—	$2.6M
LITELumentum Hldgs Inc Com	0.8%	0.9%	2,958	+0.0%	$2.5M
LRCXLam Research Corp	0.8%	—	5,695	—	$2.5M
GSGoldman Sachs Group Inc	0.8%	1.0%	2,418	-11.4%	$2.4M
OSWOneSpaWorld Holdings Ltd	0.8%	0.8%	83,834	-5.3%	$2.4M
FSSFederal Signal Corp	0.8%	1.0%	18,145	-15.6%	$2.3M
SQBlock Inc	0.8%	1.0%	30,445	-23.6%	$2.3M
STXSeagate Technology Hldngs Pl	0.7%	—	2,308	—	$2.2M
RMBSRambus Inc Del	0.7%	0.9%	16,650	-35.2%	$2.2M
DXCMDexcom Inc	0.7%	—	32,500	—	$2.2M
CIENCiena Corp	0.7%	0.7%	4,289	-1.4%	$2.1M
LSCCLattice Semiconductor Corp	0.7%	0.7%	13,640	-30.1%	$2.1M
TTMITTM Technologies, Inc.	0.7%	—	11,035	—	$2.1M
WABWabtec Corp	0.7%	0.9%	7,462	-17.0%	$2.0M
DASHDoordash Inc	0.7%	0.9%	10,699	-28.2%	$2.0M
MPWRMonolithic Power Systms Inc	0.6%	1.2%	1,398	-48.7%	$1.9M
MELIMercadolibre Inc	0.6%	0.9%	1,130	-9.2%	$1.9M
CRWDCrowdstrike Hldgs Inc Class A	0.6%	—	2,486	—	$1.9M
NTRANatera Inc Com	0.6%	—	6,980	—	$1.9M
ROSTRoss Stores Inc.	0.6%	0.8%	8,722	-6.9%	$1.9M
PANWPalo Alto Networks Inc	0.6%	—	5,192	—	$1.8M
CDNSCadence Design System Inc	0.5%	—	4,300	—	$1.6M

What Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

AMD Advanced Micro Devices Inc-52.9% shares
MPWR Monolithic Power Systms Inc-48.7% shares
MU Micron Technology Inc-41.8% shares
RMBS Rambus Inc Del-35.2% shares
LSCC Lattice Semiconductor Corp-30.1% shares
DASH Doordash Inc-28.2% shares
ARM Arm Hldgs PLC Equity A Funsponsored ADR-24.3% shares
SQ Block Inc-23.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$300.5M	199
Q1 2026	$242.1M	191
Q4 2025	$264.0M	181
Q3 2025	$249.7M	190
Q2 2025	$249.3M	200
Q1 2025	$211.9M	185

Questions about Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio

What stocks does Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna own?

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 199 positions worth $300.5M. The largest are Nvidia Corporation Com (NVDA) at 6.4%, Microsoft Corp (MSFT) at 5.4%, Alphabet Inc (GOOG) at 4.9%, Micron Technology Inc (MU) at 4.1% and Amazon Com Inc Com (AMZN) at 3.8%.

What did Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna buy last quarter?

In Q2 2026, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added Axon Enterprise Inc (AXON) (+107.3% shares), Servicenow Inc Com (NOW) (+44.2% shares) and Visa Inc Com Cl A (V) (+39.9% shares), compared with its Q1 2026 filing.

What did Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sell last quarter?

In Q2 2026, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Nu Hldgs Ltd (NU), cut from its top 50 Symbotic Inc (SYM), cut from its top 50 Karman Hldgs Inc (KRMN), Advanced Micro Devices Inc (AMD) (-52.9% shares), Monolithic Power Systms Inc (MPWR) (-48.7% shares) and Micron Technology Inc (MU) (-41.8% shares), compared with its Q1 2026 filing.

When is Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.