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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
NU icon
26
Nu Holdings
NU
$66.3B
$2.59M 0.98%
154,510
+10,210
+7% +$164K
FSS icon
27
Federal Signal
FSS
$7.72B
$2.55M 0.97%
23,498
– –
KRMN
28
Karman Holdings
KRMN
$7.91B
$2.5M 0.95%
+34,127
New +$2.47M
BNY
29
Bank of New York Mellon
BNY
$110B
$2.42M 0.92%
20,878
+20,771
+19,412% +$2.3M
WM icon
30
Waste Management
WM
$90B
$2.42M 0.92%
11,007
+570
+5% +$121K
GS icon
31
Goldman Sachs
GS
$305B
$2.4M 0.91%
+2,728
New +$2.23M
KVYO icon
32
Klaviyo
KVYO
$4.87B
$2.31M 0.87%
71,081
+9,481
+15% +$266K
NFLX icon
33
Netflix
NFLX
$320B
$2.3M 0.87%
24,569
-181
-0.7% -$19.5K
OSW icon
34
OneSpaWorld
OSW
$2.73B
$2.11M 0.8%
101,519
+12,500
+14% +$262K
UBER icon
35
Uber
UBER
$153B
$2.1M 0.8%
25,723
+22,614
+727% +$2.04M
ONON icon
36
On Holding
ONON
$10.3B
$2.05M 0.77%
44,000
+6,650
+18% +$287K
WCN
37
Waste Connections
WCN
$41.5B
$1.91M 0.72%
10,886
-1,500
-12% -$259K
ORCL icon
38
Oracle
ORCL
$443B
$1.9M 0.72%
9,746
+518
+6% +$123K
WAB icon
39
Wabtec
WAB
$49.8B
$1.89M 0.71%
8,841
+150
+2% +$30.8K
MLM icon
40
Martin Marietta Materials
MLM
$32.8B
$1.84M 0.7%
2,962
-600
-17% -$373K
LSCC icon
41
Lattice Semiconductor
LSCC
$18.4B
$1.75M 0.66%
23,770
– –
CAT icon
42
Caterpillar
CAT
$395B
$1.69M 0.64%
2,955
+21
+0.7% +$11.7K
RKLB icon
43
Rocket Lab Corp
RKLB
$51.9B
$1.66M 0.63%
23,785
+22,885
+2,543% +$1.31M
ARM icon
44
Arm
ARM
$302B
$1.66M 0.63%
15,155
– –
VMC icon
45
Vulcan Materials
VMC
$36.2B
$1.66M 0.63%
5,805
-3,000
-34% -$880K
CDNS icon
46
Cadence Design Systems
CDNS
$89.6B
$1.59M 0.6%
5,100
-1,400
-22% -$457K
WMT icon
47
Walmart Inc
WMT
$917B
$1.58M 0.6%
14,179
+50
+0.4% +$5.37K
TSLA icon
48
Tesla
TSLA
$1.32T
$1.57M 0.59%
3,491
-519
-13% -$230K
NTRA icon
49
Natera
NTRA
$44.5B
$1.53M 0.58%
6,680
-630
-9% -$131K
COST icon
50
Costco
COST
$422B
$1.5M 0.57%
1,740
+576
+49% +$522K
1
2
3 4 5

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GCC
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RP
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M2MC
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RCA
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CLC
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KEM
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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.