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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
Avg Time Held
4.7 quarters
Top 10 Avg Time Held
7.3 quarters
Top 20 Avg Time Held
8.1 quarters

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 Held Since
CSCO icon
176
Cisco
CSCO
$442B
– –
-340
Closed -$17.2K –
DKS icon
177
Dick's Sporting Goods
DKS
$13.4B
– –
-45
Closed -$6.61K –
DT icon
178
Dynatrace
DT
$17.1B
– –
-2,600
Closed -$142K –
ETSY icon
179
Etsy
ETSY
$6.68B
– –
-6,550
Closed -$531K –
EVRI
180
DELISTED
Everi Holdings
EVRI
– –
-171,150
Closed -$1.93M –
EXPE icon
181
Expedia Group
EXPE
$31.8B
– –
-70
Closed -$10.6K –
FLNC icon
182
Fluence Energy
FLNC
$1.09B
– –
-8,600
Closed -$205K –
IAS
183
DELISTED
Integral Ad Science
IAS
– –
-180,400
Closed -$2.6M –
JNJ icon
184
Johnson & Johnson
JNJ
$617B
– –
-75
Closed -$11.8K –
LOW icon
185
Lowe's Companies
LOW
$101B
– –
-40
Closed -$8.9K –
MBLY icon
186
Mobileye
MBLY
$6.31B
– –
-71,628
Closed -$3.1M –
MELI icon
187
Mercado Libre
MELI
$86B
– –
-125
Closed -$196K –
NEOG icon
188
Neogen
NEOG
$2.65B
– –
-76,000
Closed -$1.53M –
OMC icon
189
Omnicom Group
OMC
$20.3B
– –
-76
Closed -$6.58K –
PLNT icon
190
Planet Fitness
PLNT
$3.2B
– –
-1,432
Closed -$105K –
PODD icon
191
Insulet
PODD
$9.13B
– –
-13,110
Closed -$2.84M –
RIG icon
192
Transocean
RIG
$5.77B
– –
-1,150
Closed -$7.3K –
S icon
193
SentinelOne
S
$8.72B
– –
-4,000
Closed -$110K –
SCHW
194
Charles Schwab
SCHW
$167B
– –
-245
Closed -$16.9K –
SEE
195
DELISTED
Sealed Air
SEE
– –
-18,500
Closed -$676K –
SYK icon
196
Stryker
SYK
$106B
– –
-3,650
Closed -$1.09M –
TEAM icon
197
Atlassian
TEAM
$47.6B
– –
-4,949
Closed -$1.18M –
TEX icon
198
Terex
TEX
$6.48B
– –
-255
Closed -$14.7K –
TGT icon
199
Target
TGT
$70.9B
– –
-50
Closed -$7.12K –
TSLA icon
200
Tesla
TSLA
$1.46T
– –
-270
Closed -$67.1K –
5 6 7
8
9

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CIA
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TW
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BOC
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AA
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RCF
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BICM
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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.