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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
+22%
1 Year Est. Return
+61.93%
3 Year Est. Return
+182.78%
5 Year Est. Return
+213.46%
10 Year Est. Return
–
AUM
$249M
AUM Growth
+$37.4M
Cap. Flow
-$2.61M
Cap. Flow %
-1.05%
Top 10 Hldgs %
35.22%
Holding
222
New
37
Increased
47
Reduced
82
Closed
22

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.84M
2
NFLX icon
Netflix
NFLX
+$2.61M
3
MA icon
Mastercard
MA
+$2.43M
4
V icon
Visa
V
+$2.37M
5
META icon
Meta Platforms (Facebook)
META
+$2.15M

Top Sells

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$3.34M
2
AMZN icon
Amazon
AMZN
+$3.31M
3
AMD icon
Advanced Micro Devices
AMD
+$2.87M
4
ARM icon
Arm
ARM
+$2.41M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M

Sector Composition

Rank Sector Weight
1 Technology 41.03%
2 Industrials 16.31%
3 Financials 12.09%
4 Consumer Discretionary 11.41%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BROS icon
26
Dutch Bros
BROS
$9.01B
$2.57M 1.03%
37,662
+4,169
+12% +$272K
XYZ
27
Block Inc
XYZ
$48.7B
$2.47M 0.99%
36,300
– –
VMC icon
28
Vulcan Materials
VMC
$36.2B
$2.43M 0.97%
9,305
+1,000
+12% +$257K
WM icon
29
Waste Management
WM
$90B
$2.39M 0.96%
10,437
+7,000
+204% +$1.62M
KTOS icon
30
Kratos Defense & Security Solutions
KTOS
$11.8B
$2.37M 0.95%
51,063
-7,625
-13% -$276K
KVYO icon
31
Klaviyo
KVYO
$4.89B
$2.37M 0.95%
70,600
-928
-1% -$29.4K
WCN
32
Waste Connections
WCN
$41.6B
$2.31M 0.93%
12,386
+1,500
+14% +$289K
AMD icon
33
Advanced Micro Devices
AMD
$808B
$2.21M 0.89%
15,557
-26,350
-63% -$2.87M
CHWY icon
34
Chewy
CHWY
$9.05B
$2.16M 0.87%
50,720
-6,229
-11% -$248K
RMBS icon
35
Rambus
RMBS
$11B
$2.12M 0.85%
33,150
-10,500
-24% -$563K
MLM icon
36
Martin Marietta Materials
MLM
$32.9B
$2.12M 0.85%
3,857
– –
ONON icon
37
On Holding
ONON
$10.3B
$2.06M 0.83%
39,650
-1,100
-3% -$56.1K
NU icon
38
Nu Holdings
NU
$67B
$2.05M 0.82%
149,700
+57,000
+61% +$683K
CDNS icon
39
Cadence Design Systems
CDNS
$89.9B
$2M 0.8%
6,500
– –
OSW icon
40
OneSpaWorld
OSW
$2.73B
$1.95M 0.78%
95,469
-67
-0.1% -$1.23K
KO icon
41
Coca-Cola
KO
$376B
$1.89M 0.76%
26,735
+9,265
+53% +$660K
MCK icon
42
McKesson
MCK
$100B
$1.87M 0.75%
2,552
-8
-0.3% -$5.65K
WAB icon
43
Wabtec
WAB
$49.9B
$1.82M 0.73%
8,691
-1,010
-10% -$194K
JPM icon
44
JPMorgan Chase
JPM
$966B
$1.76M 0.71%
6,078
+218
+4% +$55.6K
TOST icon
45
Toast
TOST
$19.9B
$1.72M 0.69%
38,900
-6,300
-14% -$248K
QCOM icon
46
Qualcomm
QCOM
$174B
$1.72M 0.69%
10,775
-379
-3% -$55.8K
CP icon
47
Canadian Pacific Kansas City
CP
$82.4B
$1.71M 0.69%
21,650
– –
PSN icon
48
Parsons
PSN
$5.01B
$1.48M 0.59%
20,587
-21
-0.1% -$1.39K
VEEV icon
49
Veeva Systems
VEEV
$39.1B
$1.45M 0.58%
5,040
-270
-5% -$67K
COST icon
50
Costco
COST
$423B
$1.39M 0.56%
1,406
-75
-5% -$74.5K
1
2
3 4 5

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RP
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M2MC
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RCA
Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return
CLC
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KEM
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I
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WAOTB
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q2 2025 Portfolio in Review

As of Q2 2025, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 222 positions worth $249M, up 18% from $212M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q2 2025 filing shows 37 new, 47 increased, 82 reduced and 22 closed positions. Its largest new stake was McDonald's: 3,478 shares worth $1.02M. The largest sale was Marvell Technology, an estimated $3.34M.

By sector, the portfolio is most concentrated in Technology at 41% of assets, down from 43% a quarter earlier, followed by Industrials and Financials.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q2 2025 buy was McDonald's: 3,478 shares worth $1.02M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Apple in Q2 2025, an estimated $2.84M increase.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q2 2025 reduction was Marvell Technology, cutting an estimated $3.34M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited Crocs in Q2 2025, selling an estimated $393K.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 35% of its $249M portfolio in Q2 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 37 new positions and closed 22 in Q2 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value rose 18% quarter-over-quarter to $249M.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q2 2025, filed 14 Aug 2025.