Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
CIK 2079571 · Holdings on Jun 30, 2026 · First reported Jul 21, 2026
Top ten holdings
Q2 2026- NVDA6.44%
- MSFT5.42%
- GOOG4.91%
- MU4.07%
- AMZN3.83%
- AMD3.22%
- AAPL2.40%
- NOW2.37%
- AVGO1.90%
- META1.88%
Share classes counted separately36.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUWeight increased · +1.53 pp2.54% → 4.07%Shares -7.62K (-41.80%)
- TSMWeight increased · +0.93 pp0.32% → 1.25%Shares +5.53K (+238.60%)
- AXONWeight increased · +0.84 pp0.70% → 1.54%Shares +4.29K (+107.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORPCOMMON STOCK View history and evidence | $19.36M | 6.44% | 96.77K shares | 6.57% → 6.44%-0.13 pp +5.60K (+6.14%) | Added | ▾ |
| 02 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $16.29M | 5.42% | 43.67K shares | 5.17% → 5.42%+0.25 pp +9.84K (+29.10%) | Added | ▾ |
| 03 | GOOGALPHABET INC-CL CCOMMON STOCK View history and evidence | $14.76M | 4.91% | 41.78K shares | 4.88% → 4.91%+0.03 pp +581 (+1.41%) | Added | ▾ |
| 04 | MUMICRON TECHNOLOGY INCCOMMON STOCK View history and evidence | $12.24M | 4.07% | 10.61K shares | 2.54% → 4.07%+1.53 pp -7.62K (-41.80%) | Reduced | ▾ |
| 05 | AMZNAMAZON.COM INCCOMMON STOCK View history and evidence | $11.50M | 3.83% | 48.23K shares | 3.63% → 3.83%+0.20 pp +6.08K (+14.43%) | Added | ▾ |
| 06 | AMDADVANCED MICRO DEVICESCOMMON STOCK View history and evidence | $9.67M | 3.22% | 16.64K shares | 2.97% → 3.22%+0.25 pp -18.70K (-52.91%) | Reduced | ▾ |
| 07 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $7.20M | 2.40% | 24.87K shares | 2.92% → 2.40%-0.52 pp -2.96K (-10.62%) | Reduced | ▾ |
| 08 | NOWSERVICENOW INCCOMMON STOCK View history and evidence | $7.11M | 2.37% | 71.58K shares | 2.14% → 2.37%+0.23 pp +21.93K (+44.18%) | Added | ▾ |
| 09 | AVGOBROADCOM INCCOMMON STOCK View history and evidence | $5.71M | 1.90% | 15.12K shares | 1.88% → 1.90%+0.02 pp +429 (+2.92%) | Added | ▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACOMMON STOCK View history and evidence | $5.64M | 1.88% | 10.02K shares | 2.24% → 1.88%-0.36 pp +549 (+5.80%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 143658300 CARNIVAL CORP | Non-derivative | -37,450 | -$969.21K | SEC filing ↗ | SEC filing ↗ |
| COR CENCORA INC | Non-derivative | -2,918 | -$916.66K | SEC filing ↗ | SEC filing ↗ |
| ADSK AUTODESK INC | Non-derivative | -2,270 | -$543.44K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2079571 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 300468194
}Research all 199 reported holdings.
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