Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Top Holdings and 13F Report (2026) About Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaInvestment ActivityInvestors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna has $300.47 million in total holdings as of June 30, 2026.Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna owns shares of 199 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 12.64% of the portfolio was purchased this quarter.About 15.11% of the portfolio was sold this quarter.This quarter, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna has purchased 191 new stocks and bought additional shares in 60 stocks.Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold shares of 69 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $19,363,310Microsoft $16,289,039Alphabet $14,762,128Micron Technology $12,241,247Amazon.com $11,495,854 Largest New Holdings this Quarter G7997R103 - Seagate Technology $2,227,220 Holding252131107 - DexCom $2,188,875 Holding03823U102 - Applied Optoelectronics $1,525,752 HoldingG29183103 - Eaton $1,052,091 Holding03820C105 - Applied Industrial Technologies $835,231 Holding Largest Purchases this Quarter Microsoft 9,843 shares (about $3.67M)Taiwan Semiconductor Manufacturing 5,526 shares (about $2.64M)Axon Enterprise 4,285 shares (about $2.40M)KLA 7,748 shares (about $2.34M)Seagate Technology 2,308 shares (about $2.23M) Largest Sales this Quarter Advanced Micro Devices 18,699 shares (about $10.86M)Micron Technology 7,618 shares (about $8.79M)Monolithic Power Systems 1,325 shares (about $1.83M)Intuitive Surgical 4,020 shares (about $1.60M)Netflix 18,765 shares (about $1.34M) 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 PortfolioSectorNVDANVIDIA$19,363,310$1,119,904 â–²6.1%96,7736.4%TechnologyMSFTMicrosoft$16,289,039$3,671,636 â–²29.1%43,6685.4%TechnologyGOOGAlphabet$14,762,128$205,285 â–²1.4%41,7804.9%Communication ServicesMUMicron Technology$12,241,247$8,793,382 â–¼-41.8%10,6054.1%TechnologyAMZNAmazon.com$11,495,854$1,450,061 â–²14.4%48,2333.8%Consumer DiscretionaryAMDAdvanced Micro Devices$9,665,761$10,862,436 â–¼-52.9%16,6393.2%TechnologyAAPLApple$7,197,540$855,348 â–¼-10.6%24,8742.4%TechnologyNOWServiceNow$7,106,760$2,177,707 â–²44.2%71,5832.4%TechnologyAVGOBroadcom$5,713,092$162,055 â–²2.9%15,1241.9%TechnologyMETAMeta Platforms$5,641,911$309,246 â–²5.8%10,0161.9%Communication ServicesMAMastercard$4,729,229$63,173 â–²1.4%9,2081.6%FinanceAXONAxon Enterprise$4,641,851$2,402,214 â–²107.3%8,2801.5%IndustrialsPWRQuanta Services$4,597,455$1,083,660 â–¼-19.1%6,3851.5%IndustrialsCRMSalesforce$4,368,778$1,102,417 â–²33.8%27,8871.5%TechnologyROADConstruction Partners$4,266,812$4,751 â–¼-0.1%35,9251.4%IndustrialsDDOGDatadog$4,219,914$1,127,359 â–¼-21.1%16,2081.4%TechnologyCLHClean Harbors$4,192,061$918,656 â–¼-18.0%14,0321.4%IndustrialsARM HOLDINGS PLC$4,065,854$1,307,654 â–¼-24.3%11,4671.4%ADRFCXFreeport-McMoRan$3,938,233$494,944 â–¼-11.2%62,6211.3%MaterialsTSMTaiwan Semiconductor Manufacturing$3,745,103$2,639,051 â–²238.6%7,8421.2%TechnologyMRVLMarvell Technology$3,629,492$743,831 â–¼-17.0%12,1841.2%TechnologyVVisa$3,283,027$935,949 â–²39.9%9,5691.1%FinanceCATCaterpillar$3,164,882$212,980 â–¼-6.3%2,9721.1%IndustrialsJPMJPMorgan Chase & Co.$3,143,021$160,719 â–²5.4%9,6021.0%FinanceUNPUnion Pacific$3,092,912$345,440 â–²12.6%11,3711.0%IndustrialsBANK OF NY MELLON CORP$3,001,382$176,858 â–¼-5.6%20,7551.0%COMMON STOCKGNRCGenerac$3,000,718$1,387,920 â–²86.1%10,2481.0%IndustrialsROCKET LAB CORP$2,871,814$896,247 â–²45.4%28,2521.0%COMMON STOCKKLACKLA$2,599,535$2,337,651 â–²892.6%8,6160.9%TechnologyLITELumentum$2,538,1420.0%2,9580.8%TechnologyLAM RESEARCH CORP$2,467,815$34,666 â–²1.4%5,6950.8%COMMON STOCKGSThe Goldman Sachs Group$2,445,492$315,547 â–¼-11.4%2,4180.8%FinanceOSWOneSpaWorld$2,367,472$132,304 â–¼-5.3%83,8340.8%Consumer DiscretionaryFSSFederal Signal$2,331,452$430,827 â–¼-15.6%18,1450.8%IndustrialsBLOCK INC$2,313,820$714,400 â–¼-23.6%30,4450.8%COMMON STOCKSTXSeagate Technology$2,227,220$2,227,220 â–²New Holding2,3080.7%TechnologyRMBSRambus$2,210,121$1,201,297 â–¼-35.2%16,6500.7%TechnologyDXCMDexCom$2,188,875$2,188,875 â–²New Holding32,5000.7%HealthcareCIENCiena$2,104,013$30,415 â–¼-1.4%4,2890.7%TechnologyLSCCLattice Semiconductor$2,086,374$899,405 â–¼-30.1%13,6400.7%TechnologyTTMITTM Technologies$2,063,766$87,899 â–²4.4%11,0350.7%TechnologyWABWabtec$2,011,755$412,218 â–¼-17.0%7,4620.7%IndustrialsDOORDASH INC$1,974,288$775,211 â–¼-28.2%10,6990.7%COMMON STOCKMPWRMonolithic Power Systems$1,932,539$1,831,627 â–¼-48.7%1,3980.6%TechnologyMELIMercadoLibre$1,918,050$195,200 â–¼-9.2%1,1300.6%Consumer DiscretionaryCRWDCrowdStrike$1,897,167$148,049 â–²8.5%2,4860.6%TechnologyNTRANatera$1,894,721$59,719 â–¼-3.1%6,9800.6%HealthcareROSTRoss Stores$1,856,478$137,288 â–¼-6.9%8,7220.6%Consumer DiscretionaryPANWPalo Alto Networks$1,770,574$2,046 â–¼-0.1%5,1920.6%TechnologyCDNSCadence Design Systems$1,613,8760.0%4,3000.5%TechnologySYMSymbotic$1,576,6220.0%35,0750.5%IndustrialsCOHRCoherent$1,571,5700.0%3,9840.5%TechnologyGHGuardant Health$1,545,309$255,051 â–¼-14.2%10,3000.5%HealthcareAAOIApplied Optoelectronics$1,525,752$1,525,752 â–²New Holding10,2980.5%TechnologyWALMART INC$1,524,255$44,398 â–¼-2.8%13,4580.5%COMMON STOCKONONON$1,503,579$51,713 â–¼-3.3%42,4500.5%Consumer DiscretionaryVMCVulcan Materials$1,475,641$8,260 â–¼-0.6%5,0020.5%MaterialsMLMMartin Marietta Materials$1,448,671$8,651 â–¼-0.6%2,5120.5%MaterialsBROSDutch Bros$1,438,355$28,724 â–²2.0%20,0300.5%Consumer DiscretionaryCFGCitizens Financial Group$1,417,935$91,091 â–²6.9%20,2360.5%FinanceSNOWSnowflake$1,375,827$116,052 â–²9.2%5,4060.5%TechnologyORCLOracle$1,375,813$60,232 â–¼-4.2%9,3880.5%TechnologyVICTORIAS SECRET AND CO$1,354,463$206,613 â–¼-13.2%16,2250.5%COMMON STOCKAAONAAON$1,332,0300.0%10,5000.4%IndustrialsNUNU$1,317,697$561,120 â–¼-29.9%98,6300.4%FinanceWMWaste Management$1,300,951$305,346 â–¼-19.0%5,8370.4%IndustrialsCOSTCostco Wholesale$1,300,3030.0%1,3900.4%Consumer StaplesKARMAN HLDGS INC$1,292,928$188,348 â–²17.1%25,9000.4%COMMON STOCKFTAI AVIATION LTD$1,247,1430.0%4,6100.4%COMMON STOCKGMGeneral Motors$1,191,194$9,943 â–¼-0.8%15,4540.4%Consumer DiscretionarySTLDSteel Dynamics$1,185,849$363,923 â–²44.3%5,1680.4%MaterialsSOMNIGROUP INTERNATIONAL INC$1,168,160$117,600 â–²11.2%14,9000.4%COMMON STOCKRLRalph Lauren$1,166,095$13,648 â–²1.2%2,9050.4%Consumer DiscretionaryROKRockwell Automation$1,143,6350.0%2,3100.4%IndustrialsIRIngersoll Rand$1,096,452$71,659 â–²7.0%13,3730.4%IndustrialsKTOSKratos Defense & Security Solutions$1,091,286$33,606 â–²3.2%21,8870.4%IndustrialsCOFCapital One Financial$1,071,311$19,059 â–²1.8%5,3400.4%FinanceTSLATesla$1,062,437$65,193 â–¼-5.8%2,5260.4%Consumer DiscretionaryETNEaton$1,052,091$1,052,091 â–²New Holding2,4690.4%IndustrialsKLAVIYO INC$1,025,2900.0%67,9000.3%COMMON STOCKGFFGriffon$1,019,1890.0%10,4500.3%IndustrialsKOCocaCola$936,474$182,939 â–¼-16.3%11,5230.3%Consumer StaplesTOLToll Brothers$900,689$382,220 â–²73.7%5,4670.3%Consumer DiscretionaryGXOGXO Logistics$892,3200.0%17,6000.3%IndustrialsMHOM/I Homes$879,0380.0%5,4670.3%Consumer DiscretionaryAMATApplied Materials$867,600$843,741 â–²3,536.4%1,2000.3%TechnologySHOPIFY INC$844,246$365,261 â–²76.3%7,3940.3%COMMON STOCKAITApplied Industrial Technologies$835,231$835,231 â–²New Holding2,4700.3%IndustrialsMNSTMonster Beverage$815,097$208,580 â–¼-20.4%8,4800.3%Consumer StaplesGE VERNOVA INC$814,178$814,178 â–²New Holding6930.3%COMMON STOCKMCHPMicrochip Technology$797,0880.0%8,7400.3%TechnologyEMREmerson Electric$787,3250.0%5,5000.3%IndustrialsBEBloom Energy$782,176$464,341 â–²146.1%2,5840.3%IndustrialsPHParker-Hannifin$758,041$81,184 â–²12.0%7750.3%IndustrialsAMGAffiliated Managers Group$707,2560.0%2,0900.2%FinanceWMBWilliams Companies$701,250$690,099 â–²6,188.7%9,4330.2%EnergyTDYTeledyne Technologies$668,9000.0%1,0030.2%TechnologyTKO GROUP HOLDINGS INC$655,2650.0%3,2550.2%COMMON STOCKLEVILevi Strauss & Co.$645,580$136,565 â–²26.8%26,0000.2%Consumer DiscretionaryLINDE PLC$626,880$419,304 â–²202.0%1,2080.2%COMMON STOCKShowing largest 100 holdings. 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