StockDriftsStockDriftsTop 50 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.44% | 96.8K | $19.4M | +6.14%(+5.60K) | $31.26(+623.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.42% | 43.7K | $16.3M | +29.10%(+9.84K) | $304.05(+59.87%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.91% | 41.8K | $14.8M | +1.41%(+581) | $145.62(+135.30%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.07% | 10.6K | $12.2M | -41.80%(-7.62K) | $79.21(+1181.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.83% | 48.2K | $11.5M | +14.43%(+6.08K) | $165.18(+58.94%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.22% | 16.6K | $9.7M | -52.91%(-18.70K) | $131.80(+288.66%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.4% | 24.9K | $7.2M | -10.62%(-2.96K) | $199.76(+52.87%) | 2026-06-30 | |
| NOW | SERVICENOW INC | 2.37% | 71.6K | $7.1M | +44.18%(+21.93K) | $118.44(+0.68%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.9% | 15.1K | $5.7M | +2.92%(+429) | $326.75(+20.50%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.88% | 10.0K | $5.6M | +5.80%(+549) | $589.40(-1.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.17% | +96.13% | +12.51% | +80.30% |
| Top 20 Holdings Unweighted | +23.39% | +87.87% | +8.89% | +53.08% |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reports $300.47M in US-listed equity holdings across 199 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.4%), MSFT (5.4%) and GOOG (4.9%). The top 20 holdings account for 50.66% of reported assets. Its disclosed equity book has returned +96.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2079571). View Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s 13F filings on SEC