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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
+10.75%
1 Year Est. Return
+61.93%
3 Year Est. Return
+182.78%
5 Year Est. Return
+213.46%
10 Year Est. Return
–
AUM
$250M
AUM Growth
+$375K
Cap. Flow
-$16.3M
Cap. Flow %
-6.54%
Top 10 Hldgs %
36.45%
Holding
213
New
13
Increased
33
Reduced
61
Closed
23

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.35M
2
S icon
SentinelOne
S
+$1.74M
3
AMD icon
Advanced Micro Devices
AMD
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.45M
5
AVGO icon
Broadcom
AVGO
+$528K

Top Sells

Rank Stock Value
1
DXCM icon
DexCom
DXCM
+$2.92M
2
SYM icon
Symbotic
SYM
+$2.19M
3
CYBR
CyberArk
CYBR
+$2.06M
4
TW icon
Tradeweb Markets
TW
+$1.77M
5
BROS icon
Dutch Bros
BROS
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 43.72%
2 Industrials 16.75%
3 Financials 10.7%
4 Consumer Discretionary 9.8%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DECK icon
101
Deckers Outdoor
DECK
$12.6B
$458K 0.18%
4,520
– –
TDY icon
102
Teledyne Technologies
TDY
$31.2B
$416K 0.17%
710
+60
+9% +$32.8K
FERG icon
103
Ferguson
FERG
$47.9B
$393K 0.16%
1,750
– –
ABBV icon
104
AbbVie
ABBV
$443B
$392K 0.16%
1,691
– –
CWST icon
105
Casella Waste Systems
CWST
$5.79B
$389K 0.16%
4,100
– –
ORLY icon
106
O'Reilly Automotive
ORLY
$74.9B
$388K 0.16%
3,600
– –
LIN icon
107
Linde
LIN
$220B
$386K 0.15%
812
– –
MCO icon
108
Moody's
MCO
$82.9B
$334K 0.13%
700
– –
LYV icon
109
Live Nation Entertainment
LYV
$43.4B
$327K 0.13%
2,000
– –
TEAM icon
110
Atlassian
TEAM
$39.7B
$319K 0.13%
2,000
– –
NET icon
111
Cloudflare
NET
$118B
$313K 0.13%
1,458
-746
-34% -$152K
UNP icon
112
Union Pacific
UNP
$177B
$307K 0.12%
1,300
– –
UBER icon
113
Uber
UBER
$153B
$305K 0.12%
3,109
+2,309
+289% +$216K
LNG icon
114
Cheniere Energy
LNG
$55.5B
$288K 0.12%
1,225
-20
-2% -$4.7K
PRMB
115
Primo Brands
PRMB
$8.94B
$276K 0.11%
12,500
– –
PLTR icon
116
Palantir
PLTR
$422B
$274K 0.11%
1,500
– –
NEM icon
117
Newmont
NEM
$120B
$274K 0.11%
3,244
+362
+13% +$25.2K
DASH icon
118
DoorDash
DASH
$93.2B
$271K 0.11%
997
+367
+58% +$92.1K
B
119
Barrick Mining
B
$67B
$270K 0.11%
8,223
+278
+3% +$7.04K
BABA icon
120
Alibaba
BABA
$292B
$267K 0.11%
1,495
– –
CUBI icon
121
Customers Bancorp
CUBI
$2.83B
$261K 0.1%
4,000
– –
ADUS icon
122
Addus HomeCare
ADUS
$2.19B
$260K 0.1%
2,200
– –
KNSL icon
123
Kinsale Capital Group
KNSL
$8.5B
$255K 0.1%
600
– –
ZS icon
124
Zscaler
ZS
$29.5B
$244K 0.1%
+815
New +$232K
PM icon
125
Philip Morris
PM
$294B
$243K 0.1%
1,500
-45
-3% -$7.57K
3 4
5
6 7

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 Q3 2025 Portfolio in Review

As of Q3 2025, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 213 positions worth $250M, up 0.15% from $249M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna withdrew a net $16.3M in Q3 2025, closing 23 positions and reducing 61 holdings. Its most notable exit was DexCom, an estimated $2.92M position sold in full.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 41% a quarter earlier, followed by Industrials and Financials.

Against the trend, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened a new position in Oracle worth $2.6M.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q3 2025 buy was Oracle: 9,228 shares worth $2.6M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Advanced Micro Devices in Q3 2025, an estimated $1.49M increase.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q3 2025 reduction was Symbotic, cutting an estimated $2.19M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited DexCom in Q3 2025, selling an estimated $2.92M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 36% of its $250M portfolio in Q3 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 13 new positions and closed 23 in Q3 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value rose 0.15% quarter-over-quarter to $250M.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q3 2025, filed 14 Nov 2025.