Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
200 holdingsFiling period: 2026-06-30Current AUM: $299.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 96.8K | $19.4M | $21.1M | 7.05% | +5.6K | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 43.7K | $16.3M | $21.6M | 7.22% | +9.8K | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 41.8K | $14.8M | $14.0M | 4.67% | +581 | 2026-06-30 |
| 4 | MU | MICRON TECHNOLOGY INC | 10.6K | $12.2M | $10.3M | 3.45% | -7,618 | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 48.2K | $11.5M | $12.4M | 4.13% | +6.1K | 2026-06-30 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 16.6K | $9.7M | $8.6M | 2.86% | -18,699 | 2026-06-30 |
| 7 | AAPL | APPLE INC | 24.9K | $7.2M | $8.3M | 2.76% | -2,956 | 2026-06-30 |
| 8 | NOW | SERVICENOW INC | 71.6K | $7.1M | $9.5M | 3.16% | +21.9K | 2026-06-30 |
| 9 | AVGO | BROADCOM INC | 15.1K | $5.7M | $5.5M | 1.83% | +429 | 2026-06-30 |
| 10 | META | META PLATFORMS INC | 10.0K | $5.6M | $6.5M | 2.16% | +549 | 2026-06-30 |
| 11 | MA | MASTERCARD INCORPORATED | 9.2K | $4.7M | $5.2M | 1.75% | +123 | 2026-06-30 |
| 12 | AXON | AXON ENTERPRISE INC | 8.3K | $4.6M | $4.0M | 1.32% | +4.3K | 2026-06-30 |
| 13 | PWR | QUANTA SVCS INC | 6.4K | $4.6M | $4.2M | 1.39% | -1,505 | 2026-06-30 |
| 14 | CRM | SALESFORCE INC | 27.9K | $4.4M | $6.9M | 2.30% | +7.0K | 2026-06-30 |
| 15 | ROAD | CONSTRUCTION PARTNERS INC | 35.9K | $4.3M | $3.6M | 1.19% | -40 | 2026-06-30 |
| 16 | DDOG | DATADOG INC | 16.2K | $4.2M | $3.6M | 1.20% | -4,330 | 2026-06-30 |
| 17 | CLH | CLEAN HARBORS INC | 14.0K | $4.2M | $4.5M | 1.51% | -3,075 | 2026-06-30 |
| 18 | ARM | ARM HOLDINGS PLC | 11.5K | $4.1M | $3.0M | 1.01% | -3,688 | 2026-06-30 |
| 19 | FCX | FREEPORT MCMORAN INC | 62.6K | $3.9M | $4.5M | 1.48% | -7,870 | 2026-06-30 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.8K | $3.7M | $3.4M | 1.13% | +5.5K | 2026-06-30 |
| 21 | MRVL | MARVELL TECHNOLOGY INC | 12.2K | $3.6M | $2.9M | 0.96% | -2,497 | 2026-06-30 |
| 22 | V | VISA INC | 9.6K | $3.3M | $3.5M | 1.18% | +2.7K | 2026-06-30 |
| 23 | CAT | CATERPILLAR INC | 3.0K | $3.2M | $2.4M | 0.81% | -200 | 2026-06-30 |
| 24 | JPM | JPMORGAN CHASE & CO | 9.6K | $3.1M | $3.4M | 1.14% | +491 | 2026-06-30 |
| 25 | UNP | UNION PAC CORP | 11.4K | $3.1M | $3.2M | 1.08% | +1.3K | 2026-06-30 |
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