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
+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
BMY icon
76
Bristol-Myers Squibb
BMY
$133B
$926K 0.37%
+20,000
New +$982K
MUSA icon
77
Murphy USA
MUSA
$10.2B
$854K 0.34%
2,100
+1,834
+689% +$834K
EXTR icon
78
Extreme Networks
EXTR
$3.21B
$844K 0.34%
47,000
-35,000
-43% -$516K
AEM icon
79
Agnico Eagle Mines
AEM
$90.8B
$829K 0.33%
6,986
+847
+14% +$98.3K
MCHP icon
80
Microchip Technology
MCHP
$43.3B
$816K 0.33%
11,600
-4,000
-26% -$220K
ROK icon
81
Rockwell Automation
ROK
$49.7B
$767K 0.31%
2,310
– –
NVTS icon
82
Navitas Semiconductor
NVTS
$3.63B
$740K 0.3%
113,000
-87,000
-44% -$335K
ANSS
83
DELISTED
Ansys
ANSS
$736K 0.3%
2,095
-655
-24% -$215K
SNPS icon
84
Synopsys
SNPS
$79.5B
$733K 0.29%
1,430
-420
-23% -$196K
FICO icon
85
Fair Isaac
FICO
$23B
$731K 0.29%
400
– –
PTC icon
86
PTC
PTC
$16B
$729K 0.29%
4,230
-570
-12% -$91.9K
BSX icon
87
Boston Scientific
BSX
$74.5B
$728K 0.29%
6,778
+1,001
+17% +$101K
ADSK icon
88
Autodesk
ADSK
$51.8B
$703K 0.28%
2,270
– –
AGI icon
89
Alamos Gold
AGI
$13.7B
$678K 0.27%
25,588
+5,360
+26% +$143K
IRDM icon
90
Iridium Communications
IRDM
$5.32B
$677K 0.27%
22,423
– –
MNST icon
91
Monster Beverage
MNST
$91.8B
$667K 0.27%
21,300
– –
GXO icon
92
GXO Logistics
GXO
$5.54B
$657K 0.26%
13,500
– –
PCOR icon
93
Procore
PCOR
$8.81B
$650K 0.26%
9,500
– –
SHOP icon
94
Shopify
SHOP
$199B
$534K 0.21%
4,631
-775
-14% -$77.5K
GH icon
95
Guardant Health
GH
$21.5B
$531K 0.21%
10,200
+4,200
+70% +$188K
MSCI icon
96
MSCI
MSCI
$40.8B
$518K 0.21%
898
+198
+28% +$110K
AVGO icon
97
Broadcom
AVGO
$2.01T
$500K 0.2%
1,815
+1,052
+138% +$228K
CWST icon
98
Casella Waste Systems
CWST
$5.79B
$473K 0.19%
4,100
– –
DECK icon
99
Deckers Outdoor
DECK
$12.6B
$466K 0.19%
4,520
-542
-11% -$60K
NET icon
100
Cloudflare
NET
$118B
$432K 0.17%
2,204
+269
+14% +$39.1K
2 3
4
5 6

Similar funds

GCC
Game Creek Capital Boston, Massachusetts $301M AUM 48.93% 1-Year Est. Return
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
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
I
InterCapital Austin, Texas $299M AUM
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return

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.