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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
+6.16%
1 Year Est. Return
+61.93%
3 Year Est. Return
+182.78%
5 Year Est. Return
+213.46%
10 Year Est. Return
–
AUM
$264M
AUM Growth
+$14.3M
Cap. Flow
+$8.45M
Cap. Flow %
3.2%
Top 10 Hldgs %
38.36%
Holding
231
New
41
Increased
68
Reduced
46
Closed
50

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$4.5M
2
AMZN icon
Amazon
AMZN
+$3.2M
3
META icon
Meta Platforms (Facebook)
META
+$3.01M
4
KRMN
Karman Holdings
KRMN
+$2.47M
5
BNY
Bank of New York Mellon
BNY
+$2.3M

Top Sells

Rank Stock Value
1
CYBR
CyberArk
CYBR
+$3.4M
2
V icon
Visa
V
+$2.71M
3
AAPL icon
Apple
AAPL
+$2.68M
4
SYM icon
Symbotic
SYM
+$2.25M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.01M

Sector Composition

Rank Sector Weight
1 Technology 42.37%
2 Industrials 16.01%
3 Consumer Discretionary 11.61%
4 Financials 10.64%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APP icon
101
Applovin
APP
$104B
$519K 0.2%
770
-100
-11% -$63K
ROST icon
102
Ross Stores
ROST
$78.2B
$511K 0.19%
+2,837
New +$473K
FTAI icon
103
FTAI Aviation
FTAI
$22.5B
$472K 0.18%
+2,400
New +$409K
BMY icon
104
Bristol-Myers Squibb
BMY
$133B
$472K 0.18%
8,750
-11,250
-56% -$541K
AEM icon
105
Agnico Eagle Mines
AEM
$90.2B
$466K 0.18%
2,745
-3,547
-56% -$596K
TKO icon
106
TKO Group
TKO
$14.4B
$439K 0.17%
+2,100
New +$408K
AMG icon
107
Affiliated Managers Group
AMG
$9.6B
$432K 0.16%
+1,500
New +$388K
TDY icon
108
Teledyne Technologies
TDY
$31.2B
$403K 0.15%
790
+80
+11% +$42.2K
CWST icon
109
Casella Waste Systems
CWST
$5.79B
$402K 0.15%
4,100
– –
APTV icon
110
Aptiv
APTV
$10.1B
$396K 0.15%
+5,200
New +$417K
FERG icon
111
Ferguson
FERG
$47.8B
$390K 0.15%
1,750
– –
ABBV icon
112
AbbVie
ABBV
$443B
$389K 0.15%
1,702
+11
+0.7% +$2.51K
ADUS icon
113
Addus HomeCare
ADUS
$2.2B
$387K 0.15%
3,600
+1,400
+64% +$161K
NET icon
114
Cloudflare
NET
$117B
$383K 0.14%
1,941
+483
+33% +$102K
CP icon
115
Canadian Pacific Kansas City
CP
$82.3B
$369K 0.14%
5,000
-20,650
-81% -$1.52M
MCO icon
116
Moody's
MCO
$82.6B
$358K 0.14%
700
– –
MDB icon
117
MongoDB
MDB
$36.5B
$351K 0.13%
837
+237
+40% +$86.2K
LIN icon
118
Linde
LIN
$220B
$341K 0.13%
800
-12
-1% -$5.14K
LEVI icon
119
Levi Strauss
LEVI
$8.66B
$340K 0.13%
16,400
+7,400
+82% +$159K
TMDX icon
120
Transmedics
TMDX
$3.08B
$340K 0.13%
2,796
+2,129
+319% +$267K
FICO icon
121
Fair Isaac
FICO
$22.8B
$338K 0.13%
200
-200
-50% -$344K
ANET icon
122
Arista Networks
ANET
$263B
$338K 0.13%
2,578
+1,125
+77% +$155K
CUBI icon
123
Customers Bancorp
CUBI
$2.83B
$329K 0.12%
4,500
+500
+13% +$34.3K
ORLY icon
124
O'Reilly Automotive
ORLY
$74.8B
$328K 0.12%
3,600
– –
BAC icon
125
Bank of America
BAC
$448B
$327K 0.12%
5,950
-16,853
-74% -$891K
3 4
5
6 7

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RP
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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
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KEM
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I
InterCapital Austin, Texas $299M AUM
WAOTB
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q4 2025 Portfolio in Review

As of Q4 2025, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 231 positions worth $264M, up 5.7% from $250M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna deployed $8.45M of net new capital in Q4 2025, opening 41 new positions and adding to 68 existing holdings. Its largest new stake was Karman Holdings: 34,127 shares worth $2.5M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 44% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Visa, an estimated $2.71M trimmed.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q4 2025 buy was Karman Holdings: 34,127 shares worth $2.5M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Broadcom in Q4 2025, an estimated $4.5M increase.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q4 2025 reduction was Visa, cutting an estimated $2.71M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited CyberArk in Q4 2025, selling an estimated $3.4M.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 38% of its $264M portfolio in Q4 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 41 new positions and closed 50 in Q4 2025.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value rose 5.7% quarter-over-quarter to $264M.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q4 2025, filed 11 Feb 2026.