Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna holds a diversified book of 199 stocks worth $300.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Seagate Technology Holdings and trimmed Micron Technology Inc. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2025 would be +28% (+31.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2079571/holdings"
Use Arkolith to show Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +70.5%, a 42.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COMMON STOCK | $19.4M | 96.8K | 6.4% | ▲+6.1% Added · +6K sh | |
| 2 | Microsoft Corp COMMON STOCK | $16.3M | 43.7K | 5.4% | ▲+29% Added · +10K sh | |
| 3 | Alphabet Inc COMMON STOCK | $14.8M | 41.8K | 4.9% | ▲+1.4% Added · +581 sh | |
| 4 | Micron Technology Inc COMMON STOCK | $12.2M | 10.6K | 4.1% | ▼−42% Reduced · −8K sh | |
| 5 | Amazon Com Inc COMMON STOCK | $11.5M | 48.2K | 3.8% | ▲+14% Added · +6K sh | |
| 6 | Advanced Micro Devices Inc COMMON STOCK | $9.7M | 16.6K | 3.2% | ▼−53% Reduced · −19K sh | |
| 7 | Apple Inc COMMON STOCK | $7.2M | 24.9K | 2.4% | ▼−11% Reduced · −3K sh | |
| 8 | Servicenow Inc COMMON STOCK | $7.1M | 71.6K | 2.4% | ▲+44% Added · +22K sh | |
| 9 | Broadcom Inc COMMON STOCK | $5.7M | 15.1K | 1.9% | ▲+2.9% Added · +429 sh | |
| 10 | Meta Platforms Inc COMMON STOCK | $5.6M | 10.0K | 1.9% | ▲+5.8% Added · +549 sh | |
| 11 | Mastercard Incorporated COMMON STOCK | $4.7M | 9.2K | 1.6% | ▲+1.4% Added · +123 sh | |
| 12 | Axon Enterprise Inc COMMON STOCK | $4.6M | 8.3K | 1.5% | ▲+107% Added · +4K sh | |
| 13 | Quanta Svcs Inc COMMON STOCK | $4.6M | 6.4K | 1.5% | ▼−19% Reduced · −2K sh | |
| 14 | Salesforce Inc COMMON STOCK | $4.4M | 27.9K | 1.5% | ▲+34% Added · +7K sh | |
| 15 | Construction Partners Inc COMMON STOCK | $4.3M | 35.9K | 1.4% | ▼−0.1% Reduced · −40 sh | |
| 16 | Datadog Inc COMMON STOCK | $4.2M | 16.2K | 1.4% | ▼−21% Reduced · −4K sh | |
| 17 | Clean Harbors Inc COMMON STOCK | $4.2M | 14.0K | 1.4% | ▼−18% Reduced · −3K sh | |
| 18 | Arm Holdings PLC ADR | $4.1M | 11.5K | 1.4% | ▼−24% Reduced · −4K sh | |
| 19 | Freeport McMoran Inc COMMON STOCK | $3.9M | 62.6K | 1.3% | ▼−11% Reduced · −8K sh | |
| 20 | Taiwan Semiconductor Manufac ADR | $3.7M | 7.8K | 1.2% | ▲+239% Added · +6K sh | |
| 21 | Marvell Technology Inc COMMON STOCK | $3.6M | 12.2K | 1.2% | ▼−17% Reduced · −2K sh | |
| 22 | Visa Inc COMMON STOCK | $3.3M | 9.6K | 1.1% | ▲+40% Added · +3K sh | |
| 23 | Caterpillar Inc COMMON STOCK | $3.2M | 3.0K | 1.1% | ▼−6.3% Reduced · −200 sh | |
| 24 | JPMorgan Chase & Co COMMON STOCK | $3.1M | 9.6K | 1.0% | ▲+5.4% Added · +491 sh | |
| 25 | Union Pac Corp COMMON STOCK | $3.1M | 11.4K | 1.0% | ▲+13% Added · +1K sh | |
| 26 | Bank Of NY Mellon Corp COMMON STOCK | $3.0M | 20.8K | 1.0% | ▼−5.6% Reduced · −1K sh | |
| 27 | Generac Hldgs Inc COMMON STOCK | $3.0M | 10.2K | 1.0% | ▲+86% Added · +5K sh | |
| 28 | Rocket Lab Corp COMMON STOCK | $2.9M | 28.3K | 1.0% | ▲+45% Added · +9K sh | |
| 29 | Kla Corp COMMON STOCK | $2.6M | 8.6K | 0.9% | ▲+893% Added · +8K sh | |
| 30 | Lumentum Hldgs Inc COMMON STOCK | $2.5M | 3.0K | 0.8% | —Held | |
| 31 | Lam Research Corp COMMON STOCK | $2.5M | 5.7K | 0.8% | ▲+1.4% Added · +80 sh | |
| 32 | Goldman Sachs Group Inc COMMON STOCK | $2.4M | 2.4K | 0.8% | ▼−11% Reduced · −312 sh | |
| 33 | Onespaworld Holdings Limited COMMON STOCK | $2.4M | 83.8K | 0.8% | ▼−5.3% Reduced · −5K sh | |
| 34 | Federal Signal Corp COMMON STOCK | $2.3M | 18.1K | 0.8% | ▼−16% Reduced · −3K sh | |
| 35 | Block Inc COMMON STOCK | $2.3M | 30.4K | 0.8% | ▼−24% Reduced · −9K sh | |
| 36 | Seagate Technology HLDNGS PL COMMON STOCK | $2.2M | 2.3K | 0.7% | ▲New New position | |
| 37 | Rambus Inc Del COMMON STOCK | $2.2M | 16.6K | 0.7% | ▼−35% Reduced · −9K sh | |
| 38 | Dexcom Inc COMMON STOCK | $2.2M | 32.5K | 0.7% | ▲New New position | |
| 39 | Ciena Corp COMMON STOCK | $2.1M | 4.3K | 0.7% | ▼−1.4% Reduced · −62 sh | |
| 40 | Lattice Semiconductor Corp COMMON STOCK | $2.1M | 13.6K | 0.7% | ▼−30% Reduced · −6K sh | |
| 41 | TTM Technologies Inc COMMON STOCK | $2.1M | 11.0K | 0.7% | ▲+4.4% Added · +470 sh | |
| 42 | Wabtec COMMON STOCK | $2.0M | 7.5K | 0.7% | ▼−17% Reduced · −2K sh | |
| 43 | Doordash Inc COMMON STOCK | $2.0M | 10.7K | 0.7% | ▼−28% Reduced · −4K sh | |
| 44 | Monolithic PWR Sys Inc COMMON STOCK | $1.9M | 1.4K | 0.6% | ▼−49% Reduced · −1K sh | |
| 45 | Mercadolibre Inc COMMON STOCK | $1.9M | 1.1K | 0.6% | ▼−9.2% Reduced · −115 sh | |
| 46 | Crowdstrike Hldgs Inc COMMON STOCK | $1.9M | 2.5K | 0.6% | ▲+8.5% Added · +194 sh | |
| 47 | Natera Inc COMMON STOCK | $1.9M | 7.0K | 0.6% | ▼−3.0% Reduced · −220 sh | |
| 48 | Ross Stores Inc COMMON STOCK | $1.9M | 8.7K | 0.6% | ▼−6.9% Reduced · −645 sh | |
| 49 | Palo Alto Networks Inc COMMON STOCK | $1.8M | 5.2K | 0.6% | ▼−0.1% Reduced · −6 sh | |
| 50 | Cadence Design System Inc COMMON STOCK | $1.6M | 4.3K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 199 | $300.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 191 | $242.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 181 | $264.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 190 | $249.7M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Sep 2, 2025 | 57 | $362.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Sep 2, 2025 | 44 | $322.1M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Sep 2, 2025 | 39 | $259.5M | 13F-HR |
| Q1 2020 | Mar 31, 2020 | Sep 2, 2025 | 35 | $177.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.