Q3 2026 13F · SEC CIK 2079571

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

Asset managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $291.0M
Reported positions: 208
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.8 yrs

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna is an asset manager that reported 208 positions worth $291.0M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Nvidia Corporation (NVDA, 7.5%), Microsoft Corp (MSFT, 7.1%), Alphabet Inc (GOOG, 4.8%).

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna holdings largest 50 of 208 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.5%	6.4%	96,062	-0.7%	$21.9M
MSFTMicrosoft Corp	7.1%	5.4%	40,427	-7.4%	$20.7M
GOOGAlphabet Inc	4.8%	4.9%	41,063	-1.7%	$14.0M
AMZNAmazon Com Inc	3.6%	3.8%	42,319	-12.3%	$10.5M
MUMicron Technology Inc	3.6%	4.1%	9,818	-7.4%	$10.5M
NOWServicenow Inc	2.9%	2.4%	62,909	-12.1%	$8.4M
AMDAdvanced Micro Devices Inc	2.9%	3.2%	13,771	-17.2%	$8.4M
AAPLApple Inc	2.5%	2.4%	21,706	-12.7%	$7.2M
CRMSalesforce Inc	2.1%	1.5%	26,619	-4.5%	$6.1M
METAMeta Platforms Inc	2.0%	1.9%	8,158	-18.6%	$5.9M
AVGOBroadcom Inc	1.9%	1.9%	15,330	+1.4%	$5.4M
MAMastercard Incorporated	1.8%	1.6%	9,239	+0.3%	$5.1M
DDOGDatadog Inc	1.5%	1.4%	16,206	-0.0%	$4.4M
FCXFreeport Mcmoran Inc	1.5%	1.3%	62,621	+0.0%	$4.4M
CLHClean Harbors Inc	1.5%	1.4%	13,626	-2.9%	$4.2M
TSMTaiwan Semiconductor Manufac	1.4%	1.2%	8,892	+13.4%	$4.1M
PWRQuanta Svcs Inc	1.4%	1.5%	6,221	-2.6%	$4.0M
VVisa Inc	1.2%	1.1%	9,700	+1.4%	$3.5M
AXONAxon Enterprise Inc	1.2%	1.5%	8,153	-1.5%	$3.4M
ARMArm Holdings PLC	1.1%	1.4%	11,466	-0.0%	$3.3M
MRVLMarvell Technology Inc	1.1%	1.2%	12,172	-0.1%	$3.2M
JPMJpmorgan Chase & Co	1.1%	1.0%	9,549	-0.6%	$3.2M
ROADConstruction Partners Inc	1.1%	1.4%	34,425	-4.2%	$3.1M
BNYBank of Ny Mellon Corp	1.0%	1.0%	20,632	-0.6%	$3.0M
UNPUnion Pac Corp	1.0%	1.0%	10,571	-7.0%	$2.9M
CRWDCrowdstrike Hldgs Inc	0.9%	0.6%	9,941	+299.9%	$2.6M
CATCaterpillar Inc	0.8%	1.1%	2,971	-0.0%	$2.4M
GSGoldman Sachs Group Inc	0.8%	0.8%	2,513	+3.9%	$2.3M
KLACKla Corp	0.8%	0.9%	11,503	+33.5%	$2.2M
NTRANatera Inc	0.8%	0.6%	5,280	-24.4%	$2.2M
WABWabtec	0.7%	0.7%	7,492	+0.4%	$2.2M
SQBlock Inc	0.7%	0.8%	29,245	-3.9%	$2.2M
STXSeagate Technology Hldngs Pl	0.7%	0.7%	2,307	-0.0%	$2.1M
PANWPalo Alto Networks Inc	0.7%	0.6%	5,190	-0.0%	$2.1M
LITELumentum Hldgs Inc	0.7%	0.8%	2,096	-29.1%	$2.0M
ROSTRoss Stores Inc	0.7%	0.6%	8,722	+0.0%	$2.0M
FSSFederal Signal Corp	0.7%	0.8%	18,126	-0.1%	$2.0M
GNRCGenerac Hldgs Inc	0.7%	1.0%	9,698	-5.4%	$2.0M
RKLBRocket Lab Corp	0.7%	1.0%	28,252	+0.0%	$2.0M
DASHDoordash Inc	0.7%	0.7%	10,699	+0.0%	$2.0M
DXCMDexcom Inc	0.7%	0.7%	22,269	-31.5%	$1.9M
OSWOnespaworld Holdings Limited	0.6%	0.8%	83,834	+0.0%	$1.9M
MPWRMonolithic Pwr Sys Inc	0.6%	0.6%	1,398	+0.0%	$1.9M
LSCCLattice Semiconductor Corp	0.6%	0.7%	13,640	+0.0%	$1.7M
LRCXLam Research Corp	0.6%	0.8%	4,994	-12.3%	$1.6M
SNOWSnowflake Inc	0.6%	—	4,756	—	$1.6M
MELIMercadolibre Inc	0.6%	0.6%	930	-17.7%	$1.6M
RMBSRambus Inc Del	0.5%	0.7%	13,900	-16.5%	$1.5M
SYMSymbotic Inc	0.5%	—	35,075	—	$1.5M
CIENCiena Corp	0.5%	0.7%	4,141	-3.5%	$1.5M

What Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$291.0M	208
Q2 2026	$300.5M	199
Q1 2026	$242.1M	191
Q4 2025	$264.0M	181
Q3 2025	$249.7M	190
Q2 2025	$249.3M	200
Q1 2025	$211.9M	185

Questions about Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio

What stocks does Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna own?

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 208 positions worth $291.0M. The largest are Nvidia Corporation (NVDA) at 7.5%, Microsoft Corp (MSFT) at 7.1%, Alphabet Inc (GOOG) at 4.8%, Amazon Com Inc (AMZN) at 3.6% and Micron Technology Inc (MU) at 3.6%.

What did Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna buy last quarter?

In Q3 2026, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added Crowdstrike Hldgs Inc (CRWD) (+299.9% shares), Kla Corp (KLAC) (+33.5% shares) and Taiwan Semiconductor Manufac (TSM) (+13.4% shares), compared with its Q2 2026 filing.

What did Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sell last quarter?

In Q3 2026, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna cut from its top 50 Ttm Technologies Inc (TTMI), cut from its top 50 Cadence Design System Inc (CDNS), Dexcom Inc (DXCM) (-31.5% shares), Lumentum Hldgs Inc (LITE) (-29.1% shares) and Natera Inc (NTRA) (-24.4% shares), compared with its Q2 2026 filing.

When is Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.