Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Q3 2026 13F filing
Updated 15 days ago208 disclosed positions worth $291M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $21.9M | 96.1K | 7.54% | Trimmed(-0.7%) |
| 2 | M MICROSOFT CORP | $20.7M | 40.4K | 7.13% | Trimmed(-7.4%) |
| 3 | G ALPHABET INC | $14M | 41.1K | 4.81% | Trimmed(-1.7%) |
| 4 | A AMAZON COM INC | $10.5M | 42.3K | 3.62% | Trimmed(-12.3%) |
| 5 | M MICRON TECHNOLOGY INC | $10.5M | 9.8K | 3.59% | Trimmed(-7.4%) |
| 6 | N SERVICENOW INC | $8.4M | 62.9K | 2.90% | Trimmed(-12.1%) |
| 7 | A ADVANCED MICRO DEVICES INC | $8.4M | 13.8K | 2.90% | Trimmed(-17.2%) |
| 8 | A APPLE INC | $7.2M | 21.7K | 2.48% | Trimmed(-12.7%) |
| 9 | C SALESFORCE INC | $6.1M | 26.6K | 2.10% | Trimmed(-4.5%) |
| 10 | M META PLATFORMS INC | $5.9M | 8.2K | 2.03% | Trimmed(-18.6%) |
| 11 | A BROADCOM INC | $5.4M | 15.3K | 1.85% | Added(+1.4%) |
| 12 | M MASTERCARD INCORPORATED | $5.1M | 9.2K | 1.75% | Added(+0.3%) |
| 13 | D DATADOG INC | $4.4M | 16.2K | 1.53% | Trimmed(-0.0%) |
| 14 | F FREEPORT MCMORAN INC | $4.4M | 62.6K | 1.51% | Unchanged |
| 15 | C CLEAN HARBORS INC | $4.2M | 13.6K | 1.45% | Trimmed(-2.9%) |
| 16 | T TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 8.9K | 1.39% | Added(+13.4%) |
| 17 | P QUANTA SVCS INC | $4M | 6.2K | 1.37% | Trimmed(-2.6%) |
| 18 | V VISA INC | $3.5M | 9.7K | 1.20% | Added(+1.4%) |
| 19 | A AXON ENTERPRISE INC | $3.4M | 8.2K | 1.18% | Trimmed(-1.5%) |
| 20 | A ARM HOLDINGS PLC | $3.3M | 11.5K | 1.14% | Trimmed(-0.0%) |
| 21 | M MARVELL TECHNOLOGY INC | $3.2M | 12.2K | 1.11% | Trimmed(-0.1%) |
| 22 | J JPMORGAN CHASE & CO | $3.2M | 9.5K | 1.09% | Trimmed(-0.6%) |
| 23 | R CONSTRUCTION PARTNERS INC | $3.1M | 34.4K | 1.07% | Trimmed(-4.2%) |
| 24 | B BANK OF NY MELLON CORP | $3M | 20.6K | 1.03% | Trimmed(-0.6%) |
| 25 | U UNION PAC CORP | $2.9M | 10.6K | 0.99% | Trimmed(-7.0%) |
| 26 | C CROWDSTRIKE HLDGS INC | $2.6M | 9.9K | 0.90% | Added(+299.9%) |
| 27 | C CATERPILLAR INC | $2.4M | 3.0K | 0.83% | Trimmed(-0.0%) |
| 28 | G GOLDMAN SACHS GROUP INC | $2.3M | 2.5K | 0.78% | Added(+3.9%) |
| 29 | K KLA CORP | $2.2M | 11.5K | 0.77% | Added(+33.5%) |
| 30 | N NATERA INC | $2.2M | 5.3K | 0.75% | Trimmed(-24.4%) |
| 31 | W WABTEC | $2.2M | 7.5K | 0.74% | Added(+0.4%) |
| 32 | B BLOCK INC | $2.2M | 29.2K | 0.74% | Trimmed(-3.9%) |
| 33 | S SEAGATE TECHNOLOGY HLDNGS PL | $2.1M | 2.3K | 0.73% | Trimmed(-0.0%) |
| 34 | P PALO ALTO NETWORKS INC | $2.1M | 5.2K | 0.71% | Trimmed(-0.0%) |
| 35 | L LUMENTUM HLDGS INC | $2M | 2.1K | 0.70% | Trimmed(-29.1%) |
| 36 | R ROSS STORES INC | $2M | 8.7K | 0.70% | Unchanged |
| 37 | F FEDERAL SIGNAL CORP | $2M | 18.1K | 0.69% | Trimmed(-0.1%) |
| 38 | G GENERAC HLDGS INC | $2M | 9.7K | 0.69% | Trimmed(-5.4%) |
| 39 | R ROCKET LAB CORP | $2M | 28.3K | 0.68% | Unchanged |
| 40 | D DOORDASH INC | $2M | 10.7K | 0.67% | Unchanged |
| 41 | D DEXCOM INC | $1.9M | 22.3K | 0.66% | Trimmed(-31.5%) |
| 42 | O ONESPAWORLD HOLDINGS LIMITED | $1.9M | 83.8K | 0.65% | Unchanged |
| 43 | M MONOLITHIC PWR SYS INC | $1.9M | 1.4K | 0.65% | Unchanged |
| 44 | L LATTICE SEMICONDUCTOR CORP | $1.7M | 13.6K | 0.59% | Unchanged |
| 45 | L LAM RESEARCH CORP | $1.6M | 5.0K | 0.56% | Trimmed(-12.3%) |
| 46 | S SNOWFLAKE INC | $1.6M | 4.8K | 0.56% | Trimmed(-12.0%) |
| 47 | M MERCADOLIBRE INC | $1.6M | 930 | 0.55% | Trimmed(-17.7%) |
| 48 | R RAMBUS INC DEL | $1.5M | 13.9K | 0.51% | Trimmed(-16.5%) |
| 49 | S SYMBOTIC INC | $1.5M | 35.1K | 0.51% | Unchanged |
| 50 | C CIENA CORP | $1.5M | 4.1K | 0.50% | Trimmed(-3.5%) |