Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 13F Holdings · Q2 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported 199 securities worth $300.47M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.44%), MSFT (5.42%), GOOG (4.91%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $19.4M | 6.44% | 96,773 | Added |
| 2 | MSFT | MICROSOFT CORP | $16.3M | 5.42% | 43,668 | Added |
| 3 | GOOG | ALPHABET INC | $14.8M | 4.91% | 41,780 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $12.2M | 4.07% | 10,605 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $11.5M | 3.83% | 48,233 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $9.7M | 3.22% | 16,639 | Trimmed |
| 7 | AAPL | APPLE INC | $7.2M | 2.40% | 24,874 | Trimmed |
| 8 | NOW | SERVICENOW INC | $7.1M | 2.37% | 71,583 | Added |
| 9 | AVGO | BROADCOM INC | $5.7M | 1.90% | 15,124 | Added |
| 10 | META | META PLATFORMS INC | $5.6M | 1.88% | 10,016 | Added |
| 11 | MA | MASTERCARD INCORPORATED | $4.7M | 1.57% | 9,208 | Added |
| 12 | AXON | AXON ENTERPRISE INC | $4.6M | 1.54% | 8,280 | Added |
| 13 | PWR | QUANTA SVCS INC | $4.6M | 1.53% | 6,385 | Trimmed |
| 14 | CRM | SALESFORCE INC | $4.4M | 1.45% | 27,887 | Added |
| 15 | ROAD | CONSTRUCTION PARTNERS INC | $4.3M | 1.42% | 35,925 | Trimmed |
| 16 | CLH | CLEAN HARBORS INC | $4.2M | 1.40% | 14,032 | Trimmed |
| 17 | DDOG | DATADOG INC | $4.2M | 1.40% | 16,208 | Trimmed |
| 18 | ARM | ARM HOLDINGS PLC | $4.1M | 1.35% | 11,467 | Trimmed |
| 19 | FCX | FREEPORT MCMORAN INC | $3.9M | 1.31% | 62,621 | Trimmed |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.7M | 1.25% | 7,842 | Added |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $3.6M | 1.21% | 12,184 | Trimmed |
| 22 | V | VISA INC | $3.3M | 1.09% | 9,569 | Added |
| 23 | CAT | CATERPILLAR INC | $3.2M | 1.05% | 2,972 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $3.1M | 1.05% | 9,602 | Added |
| 25 | UNP | UNION PAC CORP | $3.1M | 1.03% | 11,371 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR