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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
+18.37%
1 Year Est. Return
+61.93%
3 Year Est. Return
+182.78%
5 Year Est. Return
+213.46%
10 Year Est. Return
–
AUM
$237M
AUM Growth
+$51M
Cap. Flow
+$18.9M
Cap. Flow %
7.98%
Top 10 Hldgs %
37.16%
Holding
199
New
38
Increased
60
Reduced
35
Closed
16

Top Buys

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$5.83M
2
DDOG icon
Datadog
DDOG
+$2.36M
3
EL icon
Estee Lauder
EL
+$2.08M
4
ZS icon
Zscaler
ZS
+$1.81M
5
NVTS icon
Navitas Semiconductor
NVTS
+$1.67M

Top Sells

Rank Stock Value
1
RPD icon
Rapid7
RPD
+$2.18M
2
LPRO
Open Lending Corp
LPRO
+$1.5M
3
ACN icon
Accenture
ACN
+$1.35M
4
XPOF icon
Xponential Fitness
XPOF
+$1.1M
5
FIS icon
Fidelity National Information Services
FIS
+$1.05M

Sector Composition

Rank Sector Weight
1 Technology 48.51%
2 Healthcare 11.28%
3 Industrials 9.34%
4 Consumer Discretionary 9.03%
5 Financials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FICO icon
101
Fair Isaac
FICO
$22.8B
$326K 0.14%
280
-270
-49% -$272K
NEM icon
102
Newmont
NEM
$120B
$315K 0.13%
7,618
+2,093
+38% +$80.8K
ALGN icon
103
Align Technology
ALGN
$12.3B
$301K 0.13%
1,100
-300
-21% -$71.1K
WFC icon
104
Wells Fargo
WFC
$266B
$300K 0.13%
6,103
+3,005
+97% +$130K
AVAV icon
105
AeroVironment
AVAV
$9.46B
$290K 0.12%
+2,300
New +$281K
KNSL icon
106
Kinsale Capital Group
KNSL
$8.47B
$288K 0.12%
860
+220
+34% +$81.6K
SHOP icon
107
Shopify
SHOP
$196B
$281K 0.12%
+3,615
New +$231K
MCO icon
108
Moody's
MCO
$82.6B
$273K 0.12%
700
-300
-30% -$104K
TSM icon
109
TSMC
TSM
$2.25T
$272K 0.11%
2,615
+115
+5% +$11K
CWST icon
110
Casella Waste Systems
CWST
$5.79B
$256K 0.11%
3,000
+1,600
+114% +$129K
FDX icon
111
FedEx
FDX
$78.8B
$250K 0.11%
987
+137
+16% +$34.8K
NOG icon
112
Northern Oil and Gas
NOG
$2.55B
$248K 0.1%
6,700
– –
DE icon
113
Deere & Co
DE
$165B
$236K 0.1%
590
-2,034
-78% -$767K
ULTA icon
114
Ulta Beauty
ULTA
$22.2B
$233K 0.1%
475
– –
DUOL icon
115
Duolingo
DUOL
$6.34B
$225K 0.09%
990
-525
-35% -$102K
SGI
116
Somnigroup International
SGI
$13.9B
$224K 0.09%
4,400
– –
ANET icon
117
Arista Networks
ANET
$263B
$218K 0.09%
3,700
+620
+20% +$32.6K
BLMN icon
118
Bloomin' Brands
BLMN
$945M
$213K 0.09%
7,580
+280
+4% +$6.8K
VRSN icon
119
VeriSign
VRSN
$25.4B
$206K 0.09%
+1,000
New +$208K
FLNC icon
120
Fluence Energy
FLNC
$2.46B
$205K 0.09%
8,600
– –
CROX icon
121
Crocs
CROX
$6.32B
$202K 0.09%
+2,166
New +$200K
MELI icon
122
Mercado Libre
MELI
$92.6B
$196K 0.08%
125
-57
-31% -$80.8K
MDB icon
123
MongoDB
MDB
$36.5B
$177K 0.07%
434
– –
CALY
124
Callaway Golf Company
CALY
$3B
$173K 0.07%
12,046
-41,000
-77% -$527K
ZIP icon
125
ZipRecruiter
ZIP
$367M
$167K 0.07%
12,000
– –
3 4
5
6 7

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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
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I
InterCapital Austin, Texas $299M AUM
WAOTB
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q4 2023 Portfolio in Review

As of Q4 2023, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 199 positions worth $237M, up 27% from $186M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna deployed $18.9M of net new capital in Q4 2023, opening 38 new positions and adding to 60 existing holdings. Its largest new stake was Zscaler: 9,760 shares worth $2.16M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 47% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Deere & Co, an estimated $767K trimmed.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q4 2023 buy was Zscaler: 9,760 shares worth $2.16M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Intuitive Surgical in Q4 2023, an estimated $5.83M increase.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q4 2023 reduction was Deere & Co, cutting an estimated $767K.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited Rapid7 in Q4 2023, selling an estimated $2.18M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 37% of its $237M portfolio in Q4 2023.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 38 new positions and closed 16 in Q4 2023.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value rose 27% quarter-over-quarter to $237M.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q4 2023, filed 2 Sep 2025.