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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
MRVL icon
51
Marvell Technology
MRVL
$206B
$1.42M 0.54%
16,679
+1,998
+14% +$175K
LITE icon
52
Lumentum
LITE
$81.1B
$1.37M 0.52%
+3,730
New +$958K
SPGI icon
53
S&P Global
SPGI
$122B
$1.36M 0.51%
2,600
+600
+30% +$297K
UNP icon
54
Union Pacific
UNP
$177B
$1.32M 0.5%
5,701
+4,401
+339% +$1M
BROS icon
55
Dutch Bros
BROS
$9.01B
$1.31M 0.49%
21,322
+3,532
+20% +$201K
COF icon
56
Capital One
COF
$136B
$1.27M 0.48%
5,245
+5,145
+5,145% +$1.15M
GM icon
57
General Motors
GM
$76.1B
$1.26M 0.48%
+15,545
New +$1.1M
TSM icon
58
TSMC
TSM
$2.25T
$1.23M 0.47%
+4,063
New +$1.19M
KO icon
59
Coca-Cola
KO
$377B
$1.23M 0.46%
17,523
-9,212
-34% -$642K
CCL icon
60
Carnival Corporation Ltd
CCL
$38.7B
$1.14M 0.43%
37,450
-1,656
-4% -$46.2K
GH icon
61
Guardant Health
GH
$21.6B
$1.12M 0.43%
11,000
+200
+2% +$17.9K
SNOW icon
62
Snowflake
SNOW
$116B
$1.12M 0.42%
5,114
+44
+0.9% +$10.7K
CIEN icon
63
Ciena
CIEN
$64.5B
$1.1M 0.42%
+4,714
New +$915K
PANW icon
64
Palo Alto Networks
PANW
$318B
$1.09M 0.41%
5,929
+193
+3% +$38.9K
CRWD icon
65
CrowdStrike
CRWD
$226B
$1.06M 0.4%
9,056
-60
-0.7% -$7.64K
AAON icon
66
Aaon
AAON
$7.49B
$1.04M 0.39%
13,600
– –
XYZ
67
Block Inc
XYZ
$48.4B
$991K 0.38%
15,220
-20,447
-57% -$1.41M
IR icon
68
Ingersoll Rand
IR
$32.4B
$990K 0.38%
12,499
– –
SHOP icon
69
Shopify
SHOP
$196B
$958K 0.36%
5,953
+1,817
+44% +$292K
SGI
70
Somnigroup International
SGI
$13.9B
$937K 0.36%
10,500
+3,750
+56% +$328K
GXO icon
71
GXO Logistics
GXO
$5.54B
$900K 0.34%
17,100
+2,100
+14% +$110K
ROK icon
72
Rockwell Automation
ROK
$49.6B
$899K 0.34%
2,310
– –
MCK icon
73
McKesson
MCK
$101B
$865K 0.33%
1,054
-1,498
-59% -$1.22M
CFG icon
74
Citizens Financial Group
CFG
$31.2B
$861K 0.33%
+14,736
New +$792K
ZS icon
75
Zscaler
ZS
$29.1B
$858K 0.33%
3,815
+3,000
+368% +$847K
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
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 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.