Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Top Holdings and 13F Report (2025) About Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaInvestment ActivityInvestors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna has $249.31 million in total holdings as of March 31, 2025.Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna owns shares of 200 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 11.37% of the portfolio was purchased this quarter.About 13.45% of the portfolio was sold this quarter.This quarter, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna has purchased 185 new stocks and bought additional shares in 48 stocks.Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold shares of 82 stocks and completely divested from 22 stocks this quarter.Largest Holdings Microsoft $15,445,078NVIDIA $15,044,598Apple $9,164,123ServiceNow $8,563,906Mastercard $8,536,992 Largest New Holdings this Quarter 580135101 - McDonald's $1,016,167 Holding110122108 - Bristol Myers Squibb $925,800 Holding25809K105 - DOORDASH INC $155,301 Holding03831W108 - APPLOVIN CORP $105,024 Holding92537N108 - Vertiv $102,728 Holding Largest Purchases this Quarter Netflix 2,310 shares (about $3.09M)Apple 14,039 shares (about $2.88M)Meta Platforms 3,474 shares (about $2.56M)Mastercard 4,392 shares (about $2.47M)Visa 6,806 shares (about $2.42M) Largest Sales this Quarter Marvell Technology 53,475 shares (about $4.14M)Advanced Micro Devices 26,350 shares (about $3.74M)Amazon.com 16,720 shares (about $3.67M)ARM HOLDINGS PLC 19,435 shares (about $3.14M)Alphabet 10,497 shares (about $1.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$15,445,078$647,628 ▲4.4%31,0516.2%Computer and TechnologyNVDANVIDIA$15,044,598$1,378,937 ▼-8.4%95,2256.0%Computer and TechnologyAAPLApple$9,164,123$2,880,382 ▲45.8%44,6663.7%Computer and TechnologyNOWServiceNow$8,563,906$142,903 ▲1.7%8,3303.4%Computer and TechnologyMAMastercard$8,536,992$2,468,040 ▲40.7%15,1923.4%Business ServicesAMZNAmazon.com$7,604,935$3,668,201 ▼-32.5%34,6643.1%Retail/WholesaleVVisa$6,793,527$2,416,470 ▲55.2%19,1342.7%Business ServicesISRGIntuitive Surgical$6,229,652$241,274 ▼-3.7%11,4642.5%MedicalGOOGAlphabet$5,250,744$1,862,063 ▼-26.2%29,6002.1%Computer and TechnologyMETAMeta Platforms$5,174,011$2,564,125 ▲98.2%7,0102.1%Computer and TechnologyCYBRCyberArk Software$4,821,528$105,789 ▼-2.1%11,8501.9%Computer and TechnologySYMSymbotic$4,720,081$281,274 ▲6.3%121,4951.9%Business ServicesROADConstruction Partners$4,667,286$377,294 ▼-7.5%43,9151.9%ConstructionCRMSalesforce$4,264,326$354,770 ▼-7.7%15,6381.7%Computer and TechnologyCLHClean Harbors$4,081,945$46,236 ▲1.1%17,6571.6%Business ServicesMELIMercadoLibre$3,985,786$470,453 ▼-10.6%1,5251.6%Retail/WholesaleNFLXNetflix$3,428,173$3,093,390 ▲924.0%2,5601.4%Consumer DiscretionaryMUMicron Technology$3,242,7080.0%26,3101.3%Computer and TechnologyDXCMDexCom$2,921,596$737,600 ▼-20.2%33,4701.2%MedicalPWRQuanta Services$2,896,471$412,107 ▼-12.5%7,6611.2%ConstructionFSSFederal Signal$2,894,411$74,494 ▲2.6%27,1981.2%Multi-Sector ConglomeratesTWTradeweb Markets$2,831,376$1,899,540 ▲203.8%19,3401.1%FinanceARM HOLDINGS PLC$2,803,763$3,143,417 ▼-52.9%17,3351.1%ADRDDOGDatadog$2,793,661$77,374 ▲2.8%20,7971.1%Computer and TechnologyMPWRMonolithic Power Systems$2,621,997$753,321 ▼-22.3%3,5851.1%Computer and TechnologyBROSDutch Bros$2,574,951$285,035 ▲12.4%37,6621.0%Retail/WholesaleBLOCK INC$2,465,8590.0%36,3001.0%Common StockVMCVulcan Materials$2,426,930$260,820 ▲12.0%9,3051.0%ConstructionWMWaste Management$2,388,194$1,601,740 ▲203.7%10,4371.0%Business ServicesKTOSKratos Defense & Security Solutions$2,371,876$354,181 ▼-13.0%51,0631.0%AerospaceKLAVIYO INC$2,370,748$31,162 ▼-1.3%70,6001.0%Common StockWCNWaste Connections$2,312,714$280,080 ▲13.8%12,3860.9%Business ServicesAMDAdvanced Micro Devices$2,207,538$3,739,064 ▼-62.9%15,5570.9%Computer and TechnologyCHWYChewy$2,161,686$265,480 ▼-10.9%50,7200.9%Retail/WholesaleRMBSRambus$2,122,263$672,210 ▼-24.1%33,1500.9%Computer and TechnologyMLMMartin Marietta Materials$2,117,3390.0%3,8570.8%ConstructionONONON$2,063,783$57,255 ▼-2.7%39,6500.8%Retail/WholesaleNUNU$2,053,884$782,040 ▲61.5%149,7000.8%FinanceCDNSCadence Design Systems$2,002,9750.0%6,5000.8%Computer and TechnologyOSWOneSpaWorld$1,946,613$1,366 ▼-0.1%95,4690.8%Consumer DiscretionaryKOCocaCola$1,891,501$655,499 ▲53.0%26,7350.8%Consumer StaplesMCKMcKesson$1,870,055$5,862 ▼-0.3%2,5520.8%MedicalWABWabtec$1,819,461$211,444 ▼-10.4%8,6910.7%TransportationJPMJPMorgan Chase & Co.$1,762,073$63,200 ▲3.7%6,0780.7%FinanceTOSTToast$1,722,881$279,027 ▼-13.9%38,9000.7%Computer and TechnologyQCOMQUALCOMM$1,716,026$60,360 ▼-3.4%10,7750.7%Computer and TechnologyCPCanadian Pacific Kansas City$1,712,7280.0%21,6500.7%TransportationPSNParsons$1,477,529$1,507 ▼-0.1%20,5870.6%Business ServicesVEEVVeeva Systems$1,451,419$77,755 ▼-5.1%5,0400.6%MedicalCOSTCostco Wholesale$1,391,856$74,246 ▼-5.1%1,4060.6%Retail/WholesaleCMECME Group$1,388,849$1,119,293 ▼-44.6%5,0390.6%FinanceICEIntercontinental Exchange$1,376,0250.0%7,5000.6%FinanceWMTWalmart$1,372,7330.0%14,0390.6%Retail/WholesaleGFFGriffon$1,363,813$1,809 ▼-0.1%18,8450.5%Multi-Sector ConglomeratesCCLCarnival$1,359,771$49,772 ▼-3.5%48,3560.5%Consumer DiscretionaryCATCaterpillar$1,331,172$69,101 ▼-4.9%3,4290.5%IndustrialsFRPTFreshpet$1,257,260$14,611 ▼-1.1%18,5000.5%Consumer StaplesLSCCLattice Semiconductor$1,247,775$151,869 ▼-10.9%25,4700.5%Computer and TechnologyNTRANatera$1,234,951$131,773 ▲11.9%7,3100.5%MedicalEMREmerson Electric$1,213,3030.0%9,1000.5%IndustrialsCRWDCrowdStrike$1,160,717$90,148 ▲8.4%2,2790.5%Computer and TechnologyMRVLMarvell Technology$1,158,678$4,138,965 ▼-78.1%14,9700.5%Computer and TechnologySNOWSnowflake$1,141,898$45,425 ▲4.1%5,1030.5%Computer and TechnologyPANWPalo Alto Networks$1,138,617$241,884 ▲27.0%5,5640.5%Computer and TechnologyBACBank of America$1,134,402$55,885 ▼-4.7%23,9730.5%FinanceIRIngersoll Rand$1,110,203$140,990 ▼-11.3%13,3470.4%IndustrialsTSLATesla$1,089,574$711,559 ▼-39.5%3,4300.4%Auto/Tires/TrucksWFCWells Fargo & Company$1,064,394$70,586 ▼-6.2%13,2850.4%FinanceSPGIS&P Global$1,054,5800.0%2,0000.4%FinanceSITESiteOne Landscape Supply$1,040,0840.0%8,6000.4%IndustrialsHDHome Depot$1,026,592$733,280 ▲250.0%2,8000.4%Retail/WholesaleMCDMcDonald's$1,016,167$1,016,167 ▲New Holding3,4780.4%Retail/WholesaleAAONAAON$1,003,000$84,813 ▼-7.8%13,6000.4%ConstructionHUBSHubSpot$954,620$387,414 ▼-28.9%1,7150.4%Computer and TechnologyFIFiserv$931,014$914,635 ▲5,584.2%5,4000.4%Business ServicesBMYBristol Myers Squibb$925,800$925,800 ▲New Holding20,0000.4%MedicalMUSAMurphy USA$854,280$746,071 ▲689.5%2,1000.3%Retail/WholesaleEXTRExtreme Networks$843,650$628,250 ▼-42.7%47,0000.3%Computer and TechnologyAEMAgnico Eagle Mines$828,839$100,491 ▲13.8%6,9860.3%Basic MaterialsMCHPMicrochip Technology$816,292$281,480 ▼-25.6%11,6000.3%Computer and TechnologyROKRockwell Automation$767,3130.0%2,3100.3%Computer and TechnologyNVTSNavitas Semiconductor$740,150$569,850 ▼-43.5%113,0000.3%Computer and TechnologyANSSANSYS$735,806$230,049 ▼-23.8%2,0950.3%Computer and TechnologySNPSSynopsys$733,132$215,325 ▼-22.7%1,4300.3%Computer and TechnologyFICOFair Isaac$731,1840.0%4000.3%Computer and TechnologyPTCPTC$728,998$98,234 ▼-11.9%4,2300.3%Computer and TechnologyBSXBoston Scientific$728,025$107,517 ▲17.3%6,7780.3%MedicalADSKAutodesk$702,7240.0%2,2700.3%Computer and TechnologyAGIAlamos Gold$677,748$141,970 ▲26.5%25,5880.3%Basic MaterialsIRDMIridium Communications$676,5020.0%22,4230.3%Computer and TechnologyMNSTMonster Beverage$667,1160.0%10,6500.3%Consumer StaplesGXOGXO Logistics$657,4500.0%13,5000.3%TransportationPCORProcore Technologies$649,9900.0%9,5000.3%Computer and TechnologySHOPShopify$534,186$89,396 ▼-14.3%4,6310.2%Computer and TechnologyGHGuardant Health$530,808$218,568 ▲70.0%10,2000.2%MedicalMSCIMSCI$517,913$114,195 ▲28.3%8980.2%FinanceAVGOBroadcom$500,305$289,984 ▲137.9%1,8150.2%Computer and TechnologyCWSTCasella Waste Systems$473,0580.0%4,1000.2%Business ServicesDECKDeckers Outdoor$465,876$55,864 ▼-10.7%4,5200.2%Retail/WholesaleNETCloudflare$431,609$52,678 ▲13.9%2,2040.2%Computer and TechnologyShowing largest 100 holdings. 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