Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
200 holdingsFiling period: 2026-06-30Current AUM: $298.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 96.8K | $19.4M | $20.9M | 7.01% | +5.6K | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 43.7K | $16.3M | $23.3M | 7.80% | +9.8K | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 41.8K | $14.8M | $13.1M | 4.40% | +581 | 2026-06-30 |
| 4 | MU | Micron Technology Inc | 10.6K | $12.2M | $9.6M | 3.22% | -7,618 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 48.2K | $11.5M | $12.0M | 4.03% | +6.1K | 2026-06-30 |
| 6 | AMD | Advanced Micro Devices Inc | 16.6K | $9.7M | $8.8M | 2.97% | -18,699 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 24.9K | $7.2M | $8.6M | 2.87% | -2,956 | 2026-06-30 |
| 8 | NOW | Servicenow Inc | 71.6K | $7.1M | $11.3M | 3.80% | +21.9K | 2026-06-30 |
| 9 | AVGO | Broadcom Inc | 15.1K | $5.7M | $5.0M | 1.67% | +429 | 2026-06-30 |
| 10 | META | Meta Platforms Inc | 10.0K | $5.6M | $6.3M | 2.12% | +549 | 2026-06-30 |
| 11 | MA | Mastercard Incorporated | 9.2K | $4.7M | $5.6M | 1.90% | +123 | 2026-06-30 |
| 12 | AXON | Axon Enterprise Inc | 8.3K | $4.6M | $3.5M | 1.18% | +4.3K | 2026-06-30 |
| 13 | PWR | Quanta Svcs Inc | 6.4K | $4.6M | $3.6M | 1.21% | -1,505 | 2026-06-30 |
| 14 | CRM | Salesforce Inc | 27.9K | $4.4M | $6.9M | 2.32% | +7.0K | 2026-06-30 |
| 15 | ROAD | Construction Partners Inc | 35.9K | $4.3M | $3.0M | 0.99% | -40 | 2026-06-30 |
| 16 | DDOG | Datadog Inc | 16.2K | $4.2M | $4.5M | 1.52% | -4,330 | 2026-06-30 |
| 17 | CLH | Clean Harbors Inc | 14.0K | $4.2M | $4.4M | 1.49% | -3,075 | 2026-06-30 |
| 18 | ARM | Arm Holdings PLC | 11.5K | $4.1M | $2.6M | 0.86% | -3,688 | 2026-06-30 |
| 19 | FCX | Freeport McMoRan Inc | 62.6K | $3.9M | $4.1M | 1.37% | -7,870 | 2026-06-30 |
| 20 | TSM | Taiwan Semiconductor Manufac | 7.8K | $3.7M | $3.3M | 1.12% | +5.5K | 2026-06-30 |
| 21 | MRVL | Marvell Technology Inc | 12.2K | $3.6M | $2.8M | 0.96% | -2,497 | 2026-06-30 |
| 22 | V | Visa Inc | 9.6K | $3.3M | $3.9M | 1.30% | +2.7K | 2026-06-30 |
| 23 | CAT | Caterpillar Inc | 3.0K | $3.2M | $2.1M | 0.69% | -200 | 2026-06-30 |
| 24 | JPM | JPMorgan Chase & Co | 9.6K | $3.1M | $3.2M | 1.08% | +491 | 2026-06-30 |
| 25 | UNP | Union Pac Corp | 11.4K | $3.1M | $3.4M | 1.13% | +1.3K | 2026-06-30 |
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