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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
Avg Time Held
6.7 quarters
Top 10 Avg Time Held
8.1 quarters
Top 20 Avg Time Held
9.9 quarters

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 Held Since
DECK icon
101
Deckers Outdoor
DECK
$10.8B
$458K 0.18%
4,520
– –
2023 Q1
10 quarters
TDY icon
102
Teledyne Technologies
TDY
$28.6B
$416K 0.17%
710
+60
+9% +$32.8K
2024 Q4
3 quarters
FERG icon
103
Ferguson
FERG
$43.2B
$393K 0.16%
1,750
– –
2024 Q3
4 quarters
ABBV icon
104
AbbVie
ABBV
$464B
$392K 0.16%
1,691
– –
2022 Q1
14 quarters
CWST icon
105
Casella Waste Systems
CWST
$5.27B
$389K 0.16%
4,100
– –
2023 Q3
8 quarters
ORLY icon
106
O'Reilly Automotive
ORLY
$68.7B
$388K 0.16%
3,600
– –
2024 Q1
6 quarters
LIN icon
107
Linde
LIN
$221B
$386K 0.15%
812
– –
2023 Q1
10 quarters
MCO icon
108
Moody's
MCO
$76.4B
$334K 0.13%
700
– –
2021 Q1
18 quarters
LYV icon
109
Live Nation Entertainment
LYV
$39.3B
$327K 0.13%
2,000
– –
2025 Q1
2 quarters
TEAM icon
110
Atlassian
TEAM
$47.6B
$319K 0.13%
2,000
– –
2025 Q1
2 quarters
NET icon
111
Cloudflare
NET
$124B
$313K 0.13%
1,458
-746
-34% -$152K
2024 Q4
3 quarters
UNP icon
112
Union Pacific
UNP
$165B
$307K 0.12%
1,300
– –
2021 Q1
18 quarters
UBER icon
113
Uber
UBER
$139B
$305K 0.12%
3,109
+2,309
+289% +$216K
2025 Q2
1 quarter
LNG icon
114
Cheniere Energy
LNG
$55.8B
$288K 0.12%
1,225
-20
-2% -$4.7K
2023 Q3
8 quarters
PRMB
115
Primo Brands
PRMB
$7.06B
$276K 0.11%
12,500
– –
2024 Q4
3 quarters
PLTR icon
116
Palantir
PLTR
$454B
$274K 0.11%
1,500
– –
2025 Q1
2 quarters
NEM icon
117
Newmont
NEM
$122B
$274K 0.11%
3,244
+362
+13% +$25.2K
2023 Q1
10 quarters
DASH icon
118
DoorDash
DASH
$82B
$271K 0.11%
997
+367
+58% +$92.1K
2025 Q2
1 quarter
B
119
Barrick Mining
B
$66.2B
$270K 0.11%
8,223
+278
+3% +$7.04K
2023 Q1
10 quarters
BABA icon
120
Alibaba
BABA
$263B
$267K 0.11%
1,495
– –
2024 Q2
5 quarters
CUBI icon
121
Customers Bancorp
CUBI
$2.55B
$261K 0.1%
4,000
– –
2024 Q3
4 quarters
ADUS icon
122
Addus HomeCare
ADUS
$2.08B
$260K 0.1%
2,200
– –
2024 Q3
4 quarters
KNSL icon
123
Kinsale Capital Group
KNSL
$7.51B
$255K 0.1%
600
– –
2023 Q3
8 quarters
ZS icon
124
Zscaler
ZS
$32.1B
$244K 0.1%
+815
New +$232K
2025 Q3
0 quarters
PM icon
125
Philip Morris
PM
$292B
$243K 0.1%
1,500
-45
-3% -$7.57K
2023 Q4
7 quarters
3 4
5
6 7

Similar funds

RWS
RASP Wealth Solutions Fishers, Indiana $300M AUM
VU
Valence8 US Cambridge, Massachusetts $300M AUM 27.26% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $300M AUM 45.84% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
BOC
Bull Oak Capital San Diego, California $300M AUM 18.92% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return
BICM
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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.