Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$6.9M |
| 2 |
Klaviyo
KVYO
|
+$2.66M |
| 3 |
Aaon
AAON
|
+$1.91M |
| 4 |
OneSpaWorld
OSW
|
+$1.77M |
| 5 |
Chewy
CHWY
|
+$1.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Symbotic
SYM
|
+$4.18M |
| 2 |
Marvell Technology
MRVL
|
+$3.58M |
| 3 |
NVIDIA
NVDA
|
+$3.49M |
| 4 |
Parsons
PSN
|
+$2.45M |
| 5 |
AeroVironment
AVAV
|
+$2.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 47.25% |
| 2 | Industrials | 15.93% |
| 3 | Consumer Discretionary | 13.72% |
| 4 | Financials | 6.61% |
| 5 | Communication Services | 5.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
Regeneron Pharmaceuticals
REGN
$75.7B
| – | – |
-85
| Closed | -$89.4K | – |
|
202
Ulta Beauty
ULTA
$23.2B
| – | – |
-34
| Closed | -$13.2K | – |
|
203
UnitedHealth
UNH
$334B
| – | – |
-535
| Closed | -$313K | – |
|
204
Valaris
VAL
$5.44B
| – | – |
-163
| Closed | -$9.09K | – |
|
205
Vertex Pharmaceuticals
VRTX
$128B
| – | – |
-280
| Closed | -$130K | – |
|
206
ExxonMobil
XOM
$674B
| – | – |
-81
| Closed | -$9.49K | – |
|
|
AXNX
207
DELISTED
Axonics, Inc. Common Stock
AXNX
| – | – |
-9,200
| Closed | -$640K | – |
|
|
PRMW
208
DELISTED
Primo Water Corporation
PRMW
| – | – |
-11,000
| Closed | -$278K | – |
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q4 2024 Portfolio in Review
As of Q4 2024, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 208 positions worth $252M, down 2.9% from $259M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna withdrew a net $23M in Q4 2024, closing 28 positions and reducing 58 holdings. Its most notable exit was AeroVironment, an estimated $2.31M position sold in full.
By sector, the portfolio is most concentrated in Technology at 47% of assets, down from 48% a quarter earlier, followed by Industrials and Consumer Discretionary.
Against the trend, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened a new position in Klaviyo worth $2.92M.
- Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's largest Q4 2024 buy was Klaviyo: 69,778 shares worth $2.92M.
- Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added most to Tesla in Q4 2024, an estimated $6.9M increase.
- Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's biggest Q4 2024 reduction was Symbotic, cutting an estimated $4.18M.
- Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fully exited AeroVironment in Q4 2024, selling an estimated $2.31M.
- Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ten largest holdings make up 36% of its $252M portfolio in Q4 2024.
- Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna opened 31 new positions and closed 28 in Q4 2024.
- Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio value fell 2.9% quarter-over-quarter to $252M.
Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q4 2024, filed 28 Aug 2025.