Sponsored

The Analysis of Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Holdings & P&L

Currently, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna holds 191 types of securities in its portfolio with a total value $242.1M. In the most recent quarter, they have increased their positions in DASH (+12.5K shares, valued at $1.9M), AMD (+8.7K shares, valued at $1.8M), XYZ (+24.6K shares, valued at $1.5M); decreased their positions in AAPL (-6.3K shares, valued at $1.6M), MU (-4.6K shares, valued at $1.6M), ISRG (-3.2K shares, valued at $1.5M); initiated new positions in KLAC (+868 shares, valued at $1.3M), N/A (+5.6K shares, valued at $1.2M), GNRC (+5.5K shares, valued at $1.1M).

1M P&L

+29.9M+11.49%

3M P&L

+58.3M+25.14%

HY P&L

+52.4M+22.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors39.9M

18.4%

2Software - Infrastructure21.3M

9.8%

3Software - Application16.1M

7.4%

Top Industries by Stock Count

1Software - Application12 stocks

7.1%

2Semiconductors11 stocks

6.5%

3Software - Infrastructure11 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION91.2K shares-8.15%2026-03-312026-05-14

MSFT MICROSOFT CORP33.8K shares8.55%2026-03-312026-05-14

ALPHABET INC ALPHABET INC41.2K shares-6.59%2026-03-312026-05-14

AMZN AMAZON COM INC42.1K shares-7.68%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC35.3K shares32.74%2026-03-312026-05-14

AAPL APPLE INC27.8K shares-18.39%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC18.2K shares-20.31%2026-03-312026-05-14

META META PLATFORMS INC9.5K shares-15.44%2026-03-312026-05-14

Sponsored

NOW SERVICENOW INC49.6K shares-3.42%2026-03-312026-05-14

CLH CLEAN HARBORS INC17.1K shares-7.06%2026-03-312026-05-14

BROADCOM INC BROADCOM INC14.7K shares-8.89%2026-03-312026-05-14

MA MASTERCARD INCORPORATED9.1K shares-20.95%2026-03-312026-05-14

PWR QUANTA SVCS INC7.9K shares1.61%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC70.5K shares33.40%2026-03-312026-05-14

ROAD CONSTRUCTION PARTNERS INC36.0K shares-5.52%2026-03-312026-05-14

CRM SALESFORCE INC20.9K shares19.21%2026-03-312026-05-14

Sponsored

MPWR MONOLITHIC PWR SYS INC2.7K shares-21.26%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO9.1K shares-3.26%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP22.0K shares5.27%2026-03-312026-05-14

UNP UNION PAC CORP10.1K shares77.18%2026-03-312026-05-14

DDOG DATADOG INC20.5K shares-1.94%2026-03-312026-05-14

XYZ BLOCK INC39.8K shares161.79%2026-03-312026-05-14

FSS FEDERAL SIGNAL CORP21.5K shares-8.51%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC2.7K shares0.07%2026-03-312026-05-14

Sponsored

ARM ARM HOLDINGS PLC15.2K shares0.00%2026-03-312026-05-14

CAT CATERPILLAR INC3.2K shares7.34%2026-03-312026-05-14

WAB WABTEC9.0K shares1.70%2026-03-312026-05-14

DASH DOORDASH INC14.9K shares510.66%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC4.8K shares-40.09%2026-03-312026-05-14

RMBS RAMBUS INC DEL25.7K shares-13.61%2026-03-312026-05-14

MELI MERCADOLIBRE INC1.2K shares-14.02%2026-03-312026-05-14

NFLX NETFLIX INC.22.3K shares-9.38%2026-03-312026-05-14

Sponsored

LITE LUMENTUM HLDGS INC3.0K shares-20.70%2026-03-312026-05-14

V VISA INC6.8K shares-27.72%2026-03-312026-05-14

OSW ONESPAWORLD HOLDINGS LIMITED88.5K shares-12.81%2026-03-312026-05-14

ROST ROSS STORES INC9.4K shares230.17%2026-03-312026-05-14

NU NU HLDGS LTD140.6K shares-8.98%2026-03-312026-05-14

SYM SYMBOTIC INC35.1K shares-20.60%2026-03-312026-05-14

LSCC LATTICE SEMICONDUCTOR CORP19.5K shares-17.88%2026-03-312026-05-14

KRMN KARMAN HLDGS INC22.1K shares-35.16%2026-03-312026-05-14

Sponsored

WMT WALMART INC13.8K shares-2.32%2026-03-312026-05-14

AXON AXON ENTERPRISE INC4.0K shares655.20%2026-03-312026-05-14

CIEN CIENA CORP4.4K shares-7.70%2026-03-312026-05-14

WM WASTE MGMT INC DEL7.2K shares-34.52%2026-03-312026-05-14

MCK MCKESSON CORP1.8K shares73.53%2026-03-312026-05-14

KTOS KRATOS DEFENSE & SEC SOLUTIO21.2K shares-44.77%2026-03-312026-05-14

ONON ON HLDG AG43.9K shares-0.20%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC2.5K shares-14.69%2026-03-312026-05-14

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC14.7K shares-11.98%2026-03-312026-05-14

ORCL ORACLE CORP9.8K shares0.54%2026-03-312026-05-14

NTRA NATERA INC7.2K shares7.78%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION1.4K shares-20.11%2026-03-312026-05-14

VMC VULCAN MATLS CO5.0K shares-13.35%2026-03-312026-05-14

KVYO KLAVIYO INC67.9K shares-4.48%2026-03-312026-05-14

KLAC KLA CORP868 sharesnew addition2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP19.4K shares-18.29%2026-03-312026-05-14

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP5.6K sharesnew addition2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC4.3K shares-15.69%2026-03-312026-05-14

GM GENERAL MTRS CO15.6K shares0.24%2026-03-312026-05-14

CFG CITIZENS FINL GROUP INC18.9K shares28.50%2026-03-312026-05-14

FTAI AVIATION LTD FTAI AVIATION LTD4.6K shares92.08%2026-03-312026-05-14

GH GUARDANT HEALTH INC12.0K shares9.09%2026-03-312026-05-14

GNRC GENERAC HLDGS INC5.5K sharesnew addition2026-03-312026-05-14

KO COCA COLA CO13.8K shares-21.39%2026-03-312026-05-14

Sponsored

TTMI TTM TECHNOLOGIES INC10.6K shares-10.32%2026-03-312026-05-14

IR INGERSOLL RAND INC12.5K shares0.00%2026-03-312026-05-14

TSLA TESLA INC2.7K shares-23.20%2026-03-312026-05-14

BROS DUTCH BROS INC19.6K shares-7.94%2026-03-312026-05-14

SGI SOMNIGROUP INTERNATIONAL INC13.4K shares27.62%2026-03-312026-05-14

RL RALPH LAUREN CORP2.9K shares22.59%2026-03-312026-05-14

CCL CARNIVAL CORP37.5K shares0.00%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP5.2K shares0.00%2026-03-312026-05-14

Sponsored

COHERENT CORP COHERENT CORP4.0K shares7.68%2026-03-312026-05-14

CENCORA INC CENCORA INC2.9K shares4531.75%2026-03-312026-05-14

GXO GXO LOGISTICS INCORPORATED17.6K shares2.92%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC2.3K shares1.24%2026-03-312026-05-14

AAON AAON INC10.5K shares-22.79%2026-03-312026-05-14

VSCO VICTORIAS SECRET AND CO18.7K shares74.77%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC5.2K shares-12.33%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC2.3K shares0.00%2026-03-312026-05-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares-43.00%2026-03-312026-05-14

AGI ALAMOS GOLD INC17.5K shares-3.56%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW10.7K shares0.00%2026-03-312026-05-14

GFF GRIFFON CORP10.4K shares6.09%2026-03-312026-05-14

SNOW SNOWFLAKE INC5.0K shares-3.21%2026-03-312026-05-14

EMR EMERSON ELEC CO5.5K shares0.00%2026-03-312026-05-14

MHO M/I HOMES INC5.5K shares18.85%2026-03-312026-05-14

TKO TKO GROUP HOLDINGS INC3.3K shares55.00%2026-03-312026-05-14

Sponsored

STLD STEEL DYNAMICS INC3.6K shares0.00%2026-03-312026-05-14

CHWY CHEWY INC23.1K shares0.00%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP692 shares0.00%2026-03-312026-05-14

TDY TELEDYNE TECHNOLOGIES INC1.0K shares26.96%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A1.2K sharesnew addition2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC4.1K shares148.23%2026-03-312026-05-14

AMG AFFILIATED MANAGERS GROUP2.1K shares39.33%2026-03-312026-05-14

COP CONOCOPHILLIPS4.3K shares783.13%2026-03-312026-05-14

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.8.7K shares-13.16%2026-03-312026-05-14

ADSK AUTODESK INC2.3K shares0.00%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC7.4K shares-71.21%2026-03-312026-05-14

GAP GAP INC21.9K shares-3.46%2026-03-312026-05-14

APTIV PLC APTIV PLC7.4K shares42.31%2026-03-312026-05-14

ZS ZSCALER INC3.7K shares-4.06%2026-03-312026-05-14

SPGI S&P GLOBAL INC1.2K shares-53.85%2026-03-312026-05-14

SHOP SHOPIFY INC4.2K shares-29.53%2026-03-312026-05-14

Sponsored

NET CLOUDFLARE INC2.3K shares17.00%2026-03-312026-05-14

WCN WASTE CONNECTIONS INC2.9K shares-73.51%2026-03-312026-05-14

SLB SLB LIMITED9.1K sharesnew addition2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC3.7K shares43.52%2026-03-312026-05-14

TOL TOLL BROTHERS INC3.1K shares1842.59%2026-03-312026-05-14

CVX CHEVRON CORPORATION2.1K shares331.25%2026-03-312026-05-14

HUBS HUBSPOT INC1.7K shares0.00%2026-03-312026-05-14

UMBF UMB FINL CORP3.6K shares52.08%2026-03-312026-05-14

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.8K shares0.00%2026-03-312026-05-14

CNOB CONNECTONE BANCORP INC15.2K shares30.95%2026-03-312026-05-14

CUBI CUSTOMERS BANCORP INC5.8K shares28.89%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.0K shares0.00%2026-03-312026-05-14

LEVI LEVI STRAUSS & CO NEW20.5K shares25.00%2026-03-312026-05-14

ABBV ABBVIE INC1.7K shares0.00%2026-03-312026-05-14

FLS FLOWSERVE CORP4.7K shares22.37%2026-03-312026-05-14

CWST CASELLA WASTE SYS INC4.3K shares4.88%2026-03-312026-05-14

Sponsored

ADUS ADDUS HOMECARE CORP3.6K shares0.00%2026-03-312026-05-14

EXTR EXTREME NETWORKS INC22.2K shares-34.12%2026-03-312026-05-14

BAC BANK AMERICA CORP6.7K shares12.05%2026-03-312026-05-14

CME CME GROUP INC1.1K sharesnew addition2026-03-312026-05-14

ADPT ADAPTIVE BIOTECHNOLOGIES COR23.4K shares39.29%2026-03-312026-05-14

MSCI MSCI INC600 shares-45.45%2026-03-312026-05-14

MCO MOODYS CORP700 shares0.00%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD1.5K shares-45.72%2026-03-312026-05-14

Sponsored

FAST FASTENAL CO6.0K sharesnew addition2026-03-312026-05-14

APP APPLOVIN CORP685 shares-11.04%2026-03-312026-05-14

AMGN AMGEN INC737 shares1891.89%2026-03-312026-05-14

WFC WELLS FARGO & CO3.2K shares16.36%2026-03-312026-05-14

BOOT BOOT BARN HLDGS INC1.7K shares24.29%2026-03-312026-05-14

GWRE GUIDEWIRE SOFTWARE INC1.7K shares-46.88%2026-03-312026-05-14

LNG CHENIERE ENERGY INC881 shares139.40%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP3.9K shares-33.74%2026-03-312026-05-14

Sponsored

LLY ELI LILLY & CO259 shares-13.67%2026-03-312026-05-14

IRTC IRHYTHM HOLDINGS INC1.8K shares12.50%2026-03-312026-05-14

EOG EOG RES INC1.4K shares159.48%2026-03-312026-05-14

LINDE PLC LINDE PLC400 shares-50.00%2026-03-312026-05-14

HD HOME DEPOT INC600 shares-64.71%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN1.0K sharesnew addition2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD1.5K shares0.00%2026-03-312026-05-14

TMDX TRANSMEDICS GROUP INC1.8K shares-35.62%2026-03-312026-05-14

Sponsored

TOST TOAST INC6.5K shares0.00%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC1.8K shares-50.00%2026-03-312026-05-14

BE BLOOM ENERGY CORP1.1K sharesnew addition2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO400 shares-76.47%2026-03-312026-05-14

CRCL CIRCLE INTERNET GROUP INC1.3K shares-53.37%2026-03-312026-05-14

VLO VALERO ENERGY CORP437 sharesnew addition2026-03-312026-05-14

FICO FAIR ISAAC CORP100 shares-50.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC900 shares-47.98%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP585 sharesnew addition2026-03-312026-05-14

CRH PLC CRH PLC944 shares0.00%2026-03-312026-05-14

CRWV COREWEAVE INC1.2K sharesnew addition2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP345 shares4.86%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON389 shares548.33%2026-03-312026-05-14

MPC MARATHON PETE CORP379 sharesnew addition2026-03-312026-05-14

NEM NEWMONT CORP783 shares-51.73%2026-03-312026-05-14

BARRICK MNG CORP BARRICK MNG CORP2.0K shares-52.02%2026-03-312026-05-14

Sponsored

PHM PULTE GROUP INC444 sharesnew addition2026-03-312026-05-14

CELESTICA INC CELESTICA INC172 sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC150 shares94.81%2026-03-312026-05-14

CLF CLEVELAND-CLIFFS INC NEW4.4K shares0.00%2026-03-312026-05-14

COEUR MNG INC COEUR MNG INC1.9K shares-75.60%2026-03-312026-05-14

ALL ALLSTATE CORP157 sharesnew addition2026-03-312026-05-14

TJX TJX COS INC NEW203 shares24.54%2026-03-312026-05-14

RTX RTX CORPORATION153 shares163.79%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS120 shares44.58%2026-03-312026-05-14

TGT TARGET CORP235 shares0.00%2026-03-312026-05-14

VALE VALE S A1.6K shares-22.14%2026-03-312026-05-14

CSCO CISCO SYS INC310 shares47.62%2026-03-312026-05-14

ETR ENTERGY CORP NEW210 shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC163 shares-4.12%2026-03-312026-05-14

SCCO SOUTHERN COPPER CORP131 shares12.93%2026-03-312026-05-14

CORPAY INC CORPAY INC76 shares100.00%2026-03-312026-05-14

Sponsored

MCD MCDONALDS CORP70 sharesnew addition2026-03-312026-05-14

INTC INTEL CORP392 shares5.66%2026-03-312026-05-14

CVS CVS HEALTH CORP226 shares39.51%2026-03-312026-05-14

WCC WESCO INTL INC59 shares-41.00%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION123 sharesnew addition2026-03-312026-05-14

HON HONEYWELL INTL INC71 sharesnew addition2026-03-312026-05-14

JAMES HARDIE INDS PLC JAMES HARDIE INDS PLC840 shares0.00%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC115 shares-29.88%2026-03-312026-05-14

Sponsored

MERCK & CO INC MERCK & CO INC96 sharesnew addition2026-03-312026-05-14

AMAT APPLIED MATLS INC33 sharesnew addition2026-03-312026-05-14

WMB WILLIAMS COS INC150 sharesnew addition2026-03-312026-05-14

EQT CORP EQT CORP171 sharesnew addition2026-03-312026-05-14

DE DEERE & CO19 sharesnew addition2026-03-312026-05-14

EW EDWARDS LIFESCIENCES CORP130 sharesnew addition2026-03-312026-05-14

ADI ANALOG DEVICES INC32 sharesnew addition2026-03-312026-05-14

NVDA

NVIDIA CORPORATION

-8.15%

Shares91.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

8.55%

Shares33.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-6.59%

Shares41.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-7.68%

Shares42.1K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

32.74%

Shares35.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-18.39%

Shares27.8K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

-20.31%

Shares18.2K

Event2026-03-31

Filed2026-05-14