Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna (CIK 2079571) reported $242.1M across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($15.9M, 6.57%), MSFT ($12.5M, 5.17%), GOOG ($11.8M, 4.88%), AMZN ($8.8M, 3.63%), AMD ($7.2M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.9M | 6.57% | 91,176 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $12.5M | 5.17% | 33,825 | Added |
| 3 | GOOG | ALPHABET INC | $11.8M | 4.88% | 41,199 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $8.8M | 3.63% | 42,149 | Trimmed |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $7.2M | 2.97% | 35,338 | Added |
| 6 | AAPL | APPLE INC | $7.1M | 2.92% | 27,830 | Trimmed |
| 7 | MU | MICRON TECHNOLOGY INC | $6.2M | 2.54% | 18,223 | Trimmed |
| 8 | META | META PLATFORMS INC | $5.4M | 2.24% | 9,467 | Trimmed |
| 9 | NOW | SERVICENOW INC | $5.2M | 2.14% | 49,648 | Trimmed |
| 10 | CLH | CLEAN HARBORS INC | $4.9M | 2.03% | 17,107 | Trimmed |
| 11 | MA | MASTERCARD INCORPORATED | $4.5M | 1.88% | 9,085 | Trimmed |
| 12 | AVGO | BROADCOM INC | $4.5M | 1.88% | 14,695 | Trimmed |
| 13 | PWR | QUANTA SVCS INC | $4.3M | 1.79% | 7,890 | Added |
| 14 | FCX | FREEPORT MCMORAN INC | $4.1M | 1.71% | 70,491 | Added |
| 15 | ROAD | CONSTRUCTION PARTNERS INC | $4.0M | 1.65% | 35,965 | Trimmed |
| 16 | CRM | SALESFORCE INC | $3.9M | 1.61% | 20,850 | Added |
| 17 | MPWR | MONOLITHIC PWR SYS INC | $3.0M | 1.23% | 2,723 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.11% | 9,111 | Trimmed |
| 19 | BK | BANK NEW YORK MELLON CORP | $2.6M | 1.08% | 21,978 | Added |
| 20 | UNP | UNION PAC CORP | $2.5M | 1.01% | 10,101 | Added |
| 21 | DDOG | DATADOG INC | $2.4M | 1.00% | 20,538 | Trimmed |
| 22 | SQ | BLOCK INC | $2.4M | 0.99% | 39,845 | Added |
| 23 | FSS | FEDERAL SIGNAL CORP | $2.3M | 0.96% | 21,498 | Trimmed |
| 24 | ARM | ARM HOLDINGS PLC | $2.3M | 0.95% | 15,155 | Hold |
| 25 | GS | GOLDMAN SACHS GROUP INC | $2.3M | 0.95% | 2,730 | Added |
Source: SEC Form 13F filings · as of 2026-03-31