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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
TEAM icon
126
Atlassian
TEAM
$39.7B
$324K 0.12%
2,000
– –
LLY icon
127
Eli Lilly
LLY
$1.08T
$322K 0.12%
+300
New +$287K
CNOB icon
128
Center Bancorp
CNOB
$1.81B
$305K 0.12%
+11,630
New +$294K
AXON
129
Axon Enterprise
AXON
$49B
$300K 0.11%
529
+190
+56% +$118K
PLTR icon
130
Palantir
PLTR
$423B
$292K 0.11%
1,642
+142
+9% +$25.7K
IRTC icon
131
iRhythm Holdings
IRTC
$4.12B
$284K 0.11%
+1,600
New +$284K
UMBF icon
132
UMB Financial
UMBF
$11.4B
$276K 0.1%
2,400
+500
+26% +$56.6K
ADPT icon
133
Adaptive Biotechnologies
ADPT
$3.93B
$273K 0.1%
+16,800
New +$274K
FLS icon
134
Flowserve
FLS
$10.2B
$264K 0.1%
3,800
+1,800
+90% +$116K
WFC icon
135
Wells Fargo
WFC
$267B
$258K 0.1%
2,763
-9,850
-78% -$855K
SE icon
136
Sea Limited
SE
$75B
$255K 0.1%
1,997
+707
+55% +$105K
BOOT icon
137
Boot Barn
BOOT
$4.98B
$247K 0.09%
1,400
-55
-4% -$10.3K
PM icon
138
Philip Morris
PM
$294B
$241K 0.09%
1,500
– –
KNSL icon
139
Kinsale Capital Group
KNSL
$8.52B
$235K 0.09%
600
– –
TOST icon
140
Toast
TOST
$19.9B
$231K 0.09%
6,500
-15,400
-70% -$555K
BABA icon
141
Alibaba
BABA
$292B
$219K 0.08%
1,495
– –
CRCL
142
Circle Internet Group
CRCL
$18.2B
$217K 0.08%
+2,741
New +$283K
C icon
143
Citigroup
C
$233B
$202K 0.08%
+1,730
New +$180K
B
144
Barrick Mining
B
$67.2B
$178K 0.07%
4,089
-4,134
-50% -$155K
HWM icon
145
Howmet Aerospace
HWM
$113B
$178K 0.07%
870
-30
-3% -$5.97K
LUNR icon
146
Intuitive Machines
LUNR
$2.71B
$162K 0.06%
+10,000
New +$116K
NEM icon
147
Newmont
NEM
$120B
$162K 0.06%
1,622
-1,622
-50% -$147K
CDE icon
148
Coeur Mining
CDE
$18.8B
$138K 0.05%
7,766
-29,109
-79% -$506K
CRH icon
149
CRH
CRH
$65.7B
$118K 0.04%
+944
New +$112K
CEG icon
150
Constellation Energy
CEG
$98.5B
$116K 0.04%
+329
New +$120K
4 5
6
7 8

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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
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
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.