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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Portfolio holdings

AUM $300M
1-Year Est. Return 61.93%
This Fund
S&P 500
This Quarter Est. Return
+6.16%
1 Year Est. Return
+61.93%
3 Year Est. Return
+182.78%
5 Year Est. Return
+213.46%
10 Year Est. Return
–
AUM
$264M
AUM Growth
+$14.3M
Cap. Flow
+$8.45M
Cap. Flow %
3.2%
Top 10 Hldgs %
38.36%
Holding
231
New
41
Increased
68
Reduced
46
Closed
50

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$4.5M
2
AMZN icon
Amazon
AMZN
+$3.2M
3
META icon
Meta Platforms (Facebook)
META
+$3.01M
4
KRMN
Karman Holdings
KRMN
+$2.47M
5
BNY
Bank of New York Mellon
BNY
+$2.3M

Top Sells

Rank Stock Value
1
CYBR
CyberArk
CYBR
+$3.4M
2
V icon
Visa
V
+$2.71M
3
AAPL icon
Apple
AAPL
+$2.68M
4
SYM icon
Symbotic
SYM
+$2.25M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.01M

Sector Composition

Rank Sector Weight
1 Technology 42.37%
2 Industrials 16.01%
3 Consumer Discretionary 11.61%
4 Financials 10.64%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTWO icon
226
Take-Two Interactive
TTWO
$45.1B
– –
-600
Closed -$155K
TW icon
227
Tradeweb Markets
TW
$22B
– –
-5,540
Closed -$615K
UNH icon
228
UnitedHealth
UNH
$361B
– –
-16
Closed -$5.53K
VEEV icon
229
Veeva Systems
VEEV
$39B
– –
-4,665
Closed -$1.39M
WMB icon
230
Williams Companies
WMB
$89.8B
– –
-172
Closed -$10.9K
PRMB
231
Primo Brands
PRMB
$9.01B
– –
-12,500
Closed -$276K
6 7 8 9
10

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RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
RCA
Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return
CLC
Charles-Lim Capital Central, Hong Kong $301M AUM 12.73% 1-Year Est. Return
KEM
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I
InterCapital Austin, Texas $299M AUM
WAOTB
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q4 2025 Portfolio in Review

As of Q4 2025, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 231 positions worth $264M, up 5.7% from $250M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna deployed $8.45M of net new capital in Q4 2025, opening 41 new positions and adding to 68 existing holdings. Its largest new stake was Karman Holdings: 34,127 shares worth $2.5M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 44% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Visa, an estimated $2.71M trimmed.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q4 2025 buy was Karman Holdings: 34,127 shares worth $2.5M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Broadcom in Q4 2025, an estimated $4.5M increase.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q4 2025 reduction was Visa, cutting an estimated $2.71M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited CyberArk in Q4 2025, selling an estimated $3.4M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 38% of its $264M portfolio in Q4 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 41 new positions and closed 50 in Q4 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value rose 5.7% quarter-over-quarter to $264M.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q4 2025, filed 11 Feb 2026.