We are live on ! Find out more
ITFISA

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
+24.37%
1 Year Est. Return
+61.93%
3 Year Est. Return
+182.78%
5 Year Est. Return
+213.46%
10 Year Est. Return
–
AUM
$172M
AUM Growth
+$41.6M
Cap. Flow
+$17.5M
Cap. Flow %
10.17%
Top 10 Hldgs %
42.42%
Holding
110
New
23
Increased
25
Reduced
22
Closed
5
Avg Time Held
4.6 quarters
Top 10 Avg Time Held
5.7 quarters
Top 20 Avg Time Held
7 quarters

Top Buys

Rank Stock Value
1
MPWR icon
Monolithic Power Systems
MPWR
+$2.48M
2
LSCC icon
Lattice Semiconductor
LSCC
+$2.45M
3
LIN icon
Linde
LIN
+$2.43M
4
EL icon
Estee Lauder
EL
+$2.15M
5
PLNT icon
Planet Fitness
PLNT
+$1.94M

Top Sells

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$2.99M
2
WFC icon
Wells Fargo
WFC
+$2.95M
3
LLY icon
Eli Lilly
LLY
+$1.84M
4
IRDM icon
Iridium Communications
IRDM
+$1.82M
5
AMD icon
Advanced Micro Devices
AMD
+$1.25M

Sector Composition

Rank Sector Weight
1 Technology 51.06%
2 Consumer Discretionary 11.55%
3 Healthcare 9.64%
4 Communication Services 8.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
EL icon
26
Estee Lauder
EL
$33.3B
$2.19M 1.27%
8,887
+8,467
+2,016% +$2.15M
2022 Q4
1 quarter
IAS
27
DELISTED
Integral Ad Science
IAS
$2.16M 1.25%
156,800
+146,000
+1,352% +$1.64M
2022 Q4
1 quarter
RPD icon
28
Rapid7
RPD
$822M
$2M 1.16%
48,416
+12,120
+33% +$516K
2020 Q1
12 quarters
SITM icon
29
SiTime
SITM
$21.3B
$1.9M 1.1%
13,625
-8,480
-38% -$1.04M
2022 Q4
1 quarter
MBLY icon
30
Mobileye
MBLY
$6.31B
$1.84M 1.07%
+44,250
New +$1.73M
2023 Q1
0 quarters
CYBR
31
DELISTED
CyberArk
CYBR
$1.65M 0.96%
11,600
+6,900
+147% +$964K
2022 Q4
1 quarter
ELF icon
32
e.l.f. Beauty
ELF
$6.18B
$1.63M 0.94%
20,593
+18,743
+1,013% +$1.26M
2022 Q4
1 quarter
LPRO
33
DELISTED
Open Lending Corp
LPRO
$1.41M 0.82%
202,150
– –
2021 Q2
7 quarters
NEOG icon
34
Neogen
NEOG
$2.65B
$1.37M 0.79%
+78,400
New +$1.47M
2023 Q1
0 quarters
ETSY icon
35
Etsy
ETSY
$6.68B
$1.32M 0.76%
12,100
-4,910
-29% -$609K
2021 Q1
8 quarters
ICE icon
36
Intercontinental Exchange
ICE
$84.3B
$1.3M 0.76%
12,700
– –
2020 Q4
9 quarters
ACN icon
37
Accenture
ACN
$122B
$1.24M 0.72%
4,395
-480
-10% -$131K
2022 Q1
4 quarters
AGCO icon
38
AGCO
AGCO
$8.03B
$1.24M 0.72%
9,296
+7,096
+323% +$960K
2022 Q4
1 quarter
PWR icon
39
Quanta Services
PWR
$102B
$1.24M 0.72%
+7,422
New +$1.14M
2023 Q1
0 quarters
CDNS icon
40
Cadence Design Systems
CDNS
$96.8B
$1.23M 0.71%
5,932
+2,332
+65% +$441K
2022 Q4
1 quarter
WAB icon
41
Wabtec
WAB
$48.6B
$1.17M 0.68%
11,823
+9,623
+437% +$983K
2022 Q4
1 quarter
SHW icon
42
Sherwin-Williams
SHW
$77.6B
$1.15M 0.67%
5,310
– –
2021 Q1
8 quarters
FIS icon
43
Fidelity National Information Services
FIS
$16.7B
$1.04M 0.61%
20,000
-2,750
-12% -$179K
2021 Q1
8 quarters
ABBV icon
44
AbbVie
ABBV
$464B
$1.04M 0.6%
6,600
– –
2022 Q1
4 quarters
DECK icon
45
Deckers Outdoor
DECK
$10.8B
$1.03M 0.6%
+13,800
New +$965K
2023 Q1
0 quarters
SYK icon
46
Stryker
SYK
$106B
$1.02M 0.59%
+3,650
New +$968K
2023 Q1
0 quarters
IR icon
47
Ingersoll Rand
IR
$29.5B
$1.02M 0.59%
+17,774
New +$1M
2023 Q1
0 quarters
DE icon
48
Deere & Co
DE
$185B
$1M 0.58%
+2,483
New +$1.03M
2023 Q1
0 quarters
CALY
49
Callaway Golf Company
CALY
$2.58B
$892K 0.52%
+42,144
New +$956K
2023 Q1
0 quarters
AAPL icon
50
Apple
AAPL
$4.87T
$867K 0.5%
5,342
+2,642
+98% +$390K
2020 Q3
10 quarters
1
2
3 4 5

Similar funds

RWS
RASP Wealth Solutions Fishers, Indiana $300M AUM
VU
Valence8 US Cambridge, Massachusetts $300M AUM 27.26% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $300M AUM 45.84% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
BOC
Bull Oak Capital San Diego, California $300M AUM 18.92% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 110 positions worth $172M, up 32% from $131M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna deployed $17.5M of net new capital in Q1 2023, opening 23 new positions and adding to 25 existing holdings. Its largest new stake was Linde: 7,250 shares worth $2.53M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 47% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Iridium Communications, an estimated $1.82M trimmed.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q1 2023 buy was Linde: 7,250 shares worth $2.53M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Monolithic Power Systems in Q1 2023, an estimated $2.48M increase.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q1 2023 reduction was Iridium Communications, cutting an estimated $1.82M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited Bank of America in Q1 2023, selling an estimated $2.99M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 42% of its $172M portfolio in Q1 2023.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 23 new positions and closed 5 in Q1 2023.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value rose 32% quarter-over-quarter to $172M.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q1 2023, filed 2 Sep 2025.