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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
+19.18%
1 Year Est. Return
+61.93%
3 Year Est. Return
+182.78%
5 Year Est. Return
+213.46%
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$16.5M
Cap. Flow
-$7.98M
Cap. Flow %
-3.14%
Top 10 Hldgs %
34.21%
Holding
204
New
21
Increased
47
Reduced
66
Closed
35

Top Buys

Rank Stock Value
1
ARM icon
Arm
ARM
+$5.04M
2
SYM icon
Symbotic
SYM
+$4.56M
3
PSN icon
Parsons
PSN
+$4.17M
4
ROAD icon
Construction Partners
ROAD
+$3.21M
5
CLH icon
Clean Harbors
CLH
+$2.65M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.06M
2
AMD icon
Advanced Micro Devices
AMD
+$5.42M
3
ISRG icon
Intuitive Surgical
ISRG
+$4.47M
4
MBLY icon
Mobileye
MBLY
+$3.1M
5
PODD icon
Insulet
PODD
+$2.84M

Sector Composition

Rank Sector Weight
1 Technology 48.74%
2 Industrials 14.26%
3 Consumer Discretionary 7.58%
4 Healthcare 7.51%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGCO icon
101
AGCO
AGCO
$6.98B
$321K 0.13%
2,725
-1,280
-32% -$149K
NOV icon
102
NOV
NOV
$7.39B
$318K 0.13%
17,000
-2,700
-14% -$50.2K
EXAS
103
DELISTED
Exact Sciences
EXAS
$305K 0.12%
+4,600
New +$291K
CWST icon
104
Casella Waste Systems
CWST
$5.79B
$303K 0.12%
3,200
+200
+7% +$17.9K
NEM icon
105
Newmont
NEM
$120B
$290K 0.11%
8,435
+817
+11% +$28.2K
TOL icon
106
Toll Brothers
TOL
$14B
$274K 0.11%
+2,210
New +$240K
FDX icon
107
FedEx
FDX
$78.8B
$264K 0.1%
951
-36
-4% -$9.01K
MCO icon
108
Moody's
MCO
$82.6B
$264K 0.1%
700
– –
BLMN icon
109
Bloomin' Brands
BLMN
$945M
$261K 0.1%
9,500
+1,920
+25% +$52.2K
SGI
110
Somnigroup International
SGI
$13.9B
$256K 0.1%
4,700
+300
+7% +$15.6K
NKE icon
111
Nike
NKE
$60.9B
$225K 0.09%
2,500
-4,000
-62% -$407K
PM icon
112
Philip Morris
PM
$295B
$220K 0.09%
2,500
-1,500
-38% -$138K
DE icon
113
Deere & Co
DE
$165B
$217K 0.09%
551
-39
-7% -$14.9K
ANET icon
114
Arista Networks
ANET
$263B
$209K 0.08%
3,000
-700
-19% -$47.2K
DUOL icon
115
Duolingo
DUOL
$6.34B
$199K 0.08%
940
-50
-5% -$10.2K
BAC icon
116
Bank of America
BAC
$448B
$187K 0.07%
5,139
+474
+10% +$16.3K
MNDY icon
117
monday.com
MNDY
$3.58B
$183K 0.07%
845
– –
VRSN icon
118
VeriSign
VRSN
$25.4B
$182K 0.07%
1,000
– –
MDC
119
DELISTED
M.D.C. Holdings, Inc.
MDC
$181K 0.07%
3,000
– –
WMT icon
120
Walmart Inc
WMT
$917B
$176K 0.07%
3,054
-54
-2% -$3.09K
AXON
121
Axon Enterprise
AXON
$48.6B
$176K 0.07%
585
– –
SHOP icon
122
Shopify
SHOP
$196B
$162K 0.06%
2,202
-1,413
-39% -$112K
CAMT icon
123
Camtek
CAMT
$8.16B
$145K 0.06%
+1,800
New +$141K
LNG icon
124
Cheniere Energy
LNG
$55.5B
$143K 0.06%
925
+110
+13% +$17.7K
VRTX icon
125
Vertex Pharmaceuticals
VRTX
$133B
$142K 0.06%
+355
New +$150K
3 4
5
6 7

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GCC
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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 Q1 2024 Portfolio in Review

As of Q1 2024, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 204 positions worth $254M, up 7% from $237M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna withdrew a net $7.98M in Q1 2024, closing 35 positions and reducing 66 holdings. Its most notable exit was Mobileye, an estimated $3.1M position sold in full.

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

Against the trend, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened a new position in Arm worth $5.7M.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q1 2024 buy was Arm: 47,560 shares worth $5.7M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Construction Partners in Q1 2024, an estimated $3.21M increase.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q1 2024 reduction was NVIDIA, cutting an estimated $9.06M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited Mobileye in Q1 2024, selling an estimated $3.1M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 34% of its $254M portfolio in Q1 2024.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 21 new positions and closed 35 in Q1 2024.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value rose 7% quarter-over-quarter to $254M.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q1 2024, filed 29 Aug 2025.