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 $242.09 million in total holdings as of March 31, 2026.Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna owns shares of 191 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 10.66% of the portfolio was purchased this quarter.About 13.48% of the portfolio was sold this quarter.This quarter, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna has purchased 181 new stocks and bought additional shares in 65 stocks.Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold shares of 76 stocks and completely divested from 16 stocks this quarter.Largest Holdings NVIDIA $15,901,095Microsoft $12,521,001Alphabet $11,818,345Amazon.com $8,778,373Advanced Micro Devices $7,188,810 Largest New Holdings this Quarter 482480100 - KLA $1,278,052 Holding512807306 - LAM RESEARCH CORP $1,199,701 Holding368736104 - Generac $1,075,877 HoldingL8681T102 - Spotify Technology $596,439 Holding806857108 - SLB $465,544 Holding Largest Purchases this Quarter DOORDASH INC 12,460 shares (about $1.87M)Advanced Micro Devices 8,717 shares (about $1.77M)BLOCK INC 24,625 shares (about $1.48M)Axon Enterprise 3,466 shares (about $1.47M)Ross Stores 6,530 shares (about $1.41M) Largest Sales this Quarter Apple 6,270 shares (about $1.59M)Micron Technology 4,643 shares (about $1.57M)Intuitive Surgical 3,225 shares (about $1.49M)NVIDIA 8,087 shares (about $1.41M)Uber Technologies 18,318 shares (about $1.32M) 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$15,901,095$1,410,373 â–¼-8.1%91,1766.6%Computer and TechnologyMSFTMicrosoft$12,521,001$986,503 â–²8.6%33,8255.2%Computer and TechnologyGOOGAlphabet$11,818,345$833,615 â–¼-6.6%41,1994.9%Computer and TechnologyAMZNAmazon.com$8,778,373$730,611 â–¼-7.7%42,1493.6%Retail/WholesaleAMDAdvanced Micro Devices$7,188,810$1,773,299 â–²32.7%35,3383.0%Computer and TechnologyAAPLApple$7,062,976$1,591,263 â–¼-18.4%27,8302.9%Computer and TechnologyMUMicron Technology$6,156,459$1,568,591 â–¼-20.3%18,2232.5%Computer and TechnologyMETAMeta Platforms$5,416,355$989,213 â–¼-15.4%9,4672.2%Computer and TechnologyNOWServiceNow$5,190,699$183,694 â–¼-3.4%49,6482.1%Computer and TechnologyCLHClean Harbors$4,905,090$372,749 â–¼-7.1%17,1072.0%Business ServicesAVGOBroadcom$4,548,250$443,528 â–¼-8.9%14,6951.9%Computer and TechnologyMAMastercard$4,539,411$1,202,682 â–¼-20.9%9,0851.9%Business ServicesPWRQuanta Services$4,331,767$68,627 â–²1.6%7,8901.8%ConstructionFCXFreeport-McMoRan$4,143,460$1,037,467 â–²33.4%70,4911.7%Basic MaterialsROADConstruction Partners$3,996,432$233,352 â–¼-5.5%35,9651.7%ConstructionCRMSalesforce$3,892,071$627,211 â–²19.2%20,8501.6%Computer and TechnologyMPWRMonolithic Power Systems$2,977,192$803,612 â–¼-21.3%2,7231.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,680,092$90,307 â–¼-3.3%9,1111.1%FinanceBKBNY$2,607,250$130,493 â–²5.3%21,9781.1%FinanceUNPUnion Pacific$2,450,704$1,067,528 â–²77.2%10,1011.0%TransportationDDOGDatadog$2,424,511$48,046 â–¼-1.9%20,5381.0%Computer and TechnologyBLOCK INC$2,397,873$1,481,933 â–²161.8%39,8451.0%Common StockFSSFederal Signal$2,324,794$216,280 â–¼-8.5%21,4981.0%Multi-Sector ConglomeratesGSThe Goldman Sachs Group$2,309,554$1,692 â–²0.1%2,7301.0%FinanceARM HOLDINGS PLC$2,292,6490.0%15,1550.9%ADRCATCaterpillar$2,247,236$153,736 â–²7.3%3,1720.9%IndustrialsWABWabtec$2,246,941$37,487 â–²1.7%8,9910.9%TransportationDOORDASH INC$2,237,235$1,870,869 â–²510.7%14,9000.9%Common StockISRGIntuitive Surgical$2,221,971$1,486,692 â–¼-40.1%4,8200.9%MedicalRMBSRambus$2,210,971$348,422 â–¼-13.6%25,7000.9%Computer and TechnologyMELIMercadoLibre$2,152,630$350,991 â–¼-14.0%1,2450.9%Retail/WholesaleNFLXNetflix$2,140,781$221,530 â–¼-9.4%22,2650.9%Consumer DiscretionaryLITELumentum$2,078,765$542,531 â–¼-20.7%2,9580.9%Computer and TechnologyVVisa$2,067,623$792,775 â–¼-27.7%6,8410.9%Business ServicesOSWOneSpaWorld$2,031,510$298,350 â–¼-12.8%88,5190.8%Consumer DiscretionaryROSTRoss Stores$2,029,173$1,414,594 â–²230.2%9,3670.8%Retail/WholesaleNUNU$2,020,853$199,456 â–¼-9.0%140,6300.8%FinanceSYMSymbotic$1,865,990$484,120 â–¼-20.6%35,0750.8%Business ServicesLSCCLattice Semiconductor$1,810,675$394,230 â–¼-17.9%19,5200.7%Computer and TechnologyKARMAN HLDGS INC$1,771,267$960,600 â–¼-35.2%22,1270.7%Common StockWALMART INC$1,721,278$40,888 â–¼-2.3%13,8500.7%Common StockAXONAxon Enterprise$1,696,636$1,471,975 â–²655.2%3,9950.7%AerospaceCIENCiena$1,689,189$140,928 â–¼-7.7%4,3510.7%Computer and TechnologyWMWaste Management$1,656,097$873,202 â–¼-34.5%7,2070.7%Business ServicesMCKMcKesson$1,582,743$670,654 â–²73.5%1,8290.7%MedicalKTOSKratos Defense & Security Solutions$1,495,727$1,212,418 â–¼-44.8%21,2130.6%AerospaceONONON$1,493,818$3,062 â–¼-0.2%43,9100.6%Retail/WholesaleMLMMartin Marietta Materials$1,487,594$256,076 â–¼-14.7%2,5270.6%ConstructionMRVLMarvell Technology$1,454,153$197,902 â–¼-12.0%14,6810.6%Computer and TechnologyORCLOracle$1,441,531$7,797 â–²0.5%9,7990.6%Computer and TechnologyNTRANatera$1,439,928$103,995 â–²7.8%7,2000.6%MedicalCOSTCostco Wholesale$1,385,038$348,751 â–¼-20.1%1,3900.6%Retail/WholesaleVMCVulcan Materials$1,369,670$211,033 â–¼-13.4%5,0300.6%ConstructionKLAVIYO INC$1,321,334$61,902 â–¼-4.5%67,9000.5%Common StockKLACKLA$1,278,052$1,278,052 â–²New Holding8680.5%Computer and TechnologyROCKET LAB CORP$1,248,116$279,357 â–¼-18.3%19,4350.5%Common StockLAM RESEARCH CORP$1,199,701$1,199,701 â–²New Holding5,6150.5%Common StockCDNSCadence Design Systems$1,194,841$222,296 â–¼-15.7%4,3000.5%Computer and TechnologyGMGeneral Motors$1,160,934$2,831 â–²0.2%15,5830.5%Auto/Tires/TrucksCFGCitizens Financial Group$1,135,591$251,874 â–²28.5%18,9360.5%FinanceFTAI AVIATION LTD$1,129,450$541,450 â–²92.1%4,6100.5%Common StockGHGuardant Health$1,108,440$92,370 â–²9.1%12,0000.5%MedicalGNRCGenerac$1,075,877$1,075,877 â–²New Holding5,5080.4%IndustrialsKOCocaCola$1,047,514$285,112 â–¼-21.4%13,7740.4%Consumer StaplesTTMITTM Technologies$1,029,243$118,463 â–¼-10.3%10,5650.4%Computer and TechnologyIRIngersoll Rand$1,001,4180.0%12,4990.4%IndustrialsTSLATesla$996,661$301,117 â–¼-23.2%2,6810.4%Auto/Tires/TrucksBROSDutch Bros$994,456$85,717 â–¼-7.9%19,6300.4%Retail/WholesaleSOMNIGROUP INTERNATIONAL INC$990,528$214,368 â–²27.6%13,4000.4%Common StockRLRalph Lauren$987,598$181,971 â–²22.6%2,8710.4%Consumer DiscretionaryCCLCarnival$969,2060.0%37,4500.4%Consumer DiscretionaryCOFCapital One Financial$956,8450.0%5,2450.4%FinanceCOHRCoherent$949,028$67,652 â–²7.7%3,9840.4%Business ServicesCORCencora$916,661$896,870 â–²4,531.7%2,9180.4%MedicalGXOGXO Logistics$912,560$25,925 â–²2.9%17,6000.4%TransportationCRWDCrowdStrike$894,819$10,931 â–²1.2%2,2920.4%Computer and TechnologyAAONAAON$868,875$256,525 â–¼-22.8%10,5000.4%ConstructionVSCOVictoria's Secret & Co.$866,932$370,880 â–²74.8%18,7000.4%Retail/WholesalePANWPalo Alto Networks$833,342$117,194 â–¼-12.3%5,1980.3%Computer and TechnologyROKRockwell Automation$829,0130.0%2,3100.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$782,691$590,398 â–¼-43.0%2,3160.3%Computer and TechnologyAGIAlamos Gold$778,302$28,724 â–¼-3.6%17,5310.3%Basic MaterialsMNSTMonster Beverage$771,6990.0%10,6500.3%Consumer StaplesGFFGriffon$759,506$43,608 â–²6.1%10,4500.3%Multi-Sector ConglomeratesSNOWSnowflake$746,559$24,734 â–¼-3.2%4,9500.3%Computer and TechnologyEMREmerson Electric$720,6100.0%5,5000.3%IndustrialsMHOM/I Homes$669,435$106,164 â–²18.8%5,4670.3%ConstructionTKO GROUP HOLDINGS INC$656,371$232,906 â–²55.0%3,2550.3%Common StockSTLDSteel Dynamics$644,7600.0%3,5820.3%Basic MaterialsCHWYChewy$625,0500.0%23,1500.3%Retail/WholesalePHParker-Hannifin$619,5050.0%6920.3%IndustrialsTDYTeledyne Technologies$606,824$128,867 â–²27.0%1,0030.3%AerospaceSPOTSpotify Technology$596,439$596,439 â–²New Holding1,2300.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$596,237$356,045 â–²148.2%4,0760.2%Common StockAMGAffiliated Managers Group$578,303$163,253 â–²39.3%2,0900.2%FinanceCOPConocoPhillips$573,540$508,596 â–²783.1%4,3450.2%EnergyMCHPMicrochip Technology$564,691$85,608 â–¼-13.2%8,7400.2%Computer and TechnologyADSKAutodesk$543,4380.0%2,2700.2%Computer and TechnologyUBERUber Technologies$532,641$1,317,612 â–¼-71.2%7,4050.2%Computer and TechnologyGAP INC$529,980$19,021 â–¼-3.5%21,9000.2%Common StockShowing largest 100 holdings. 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