Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

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CIK 2079571

13F portfolio (2026-Q1)

$242M

Positions

191

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

191

Top 5

23.2%

Top 10

35.1%

Effective N

51.0

HHI

0.020

This quarter

26 new · 0 exit →

By sector

Information Technology41.5%

Industrials19.5%

Consumer Discretionary11.7%

Communication Services9.4%

Financials8.8%

Materials4.5%

Health Care2.9%

Energy0.8%

Other0.9%

By market cap

Mega (>$200B)44.3%

Large ($10–200B)41.6%

Mid ($2–10B)11.2%

Unknown2.7%

Small ($300M–2B)0.2%

By region

North America98.8%

Latin America0.8%

Asia-Pacific0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Semiconductors & Semiconductor Equipment	19.42%	16
Software	14.42%	17
Commercial Services & Supplies	8.87%	16
Software & IT Services	7.53%	6
Specialty Retail	7.03%	14
Technology Hardware & Equipment	4.87%	9
Banks	4.72%	12
Machinery	4.39%	11
Construction & Engineering	3.92%	5
Aerospace & Defense	3.06%	7
Metals & Mining	2.54%	10
Automobiles & Components	2.06%	4
Communications Equipment	1.56%	2
Capital Markets	1.33%	3
Road & Rail	1.26%	3
Construction Materials	1.23%	4
Distributors	1.21%	4
Health Care Providers & Services	1.19%	3
Health Care Equipment & Supplies	1.19%	5
Media & Entertainment	1.13%	2
Entertainment	1.11%	2
Oil, Gas & Consumable Fuels	0.82%	8
Electrical Equipment & Components	0.80%	3
Beverages	0.75%	2
Chemicals	0.70%	2
Textiles, Apparel & Luxury Goods	0.56%	2
Pharmaceuticals & Biotechnology	0.55%	7
Hotels, Restaurants & Leisure	0.42%	2
Household Durables	0.41%	1
Marine	0.40%	1
Transportation Infrastructure	0.38%	1
Utilities	0.16%	5
Insurance	0.01%	1
Food & Staples Retailing	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	6.57%
2	MSFT	MICROSOFT CORP	Information Technology	5.17%
3	GOOG	Alphabet Inc.	Communication Services	4.88%
4	AMZN	AMAZON COM INC	Consumer Discretionary	3.63%
5	AMD	ADVANCED MICRO DEVICES INC	Information Technology	2.97%
6	AAPL	Apple Inc.	Information Technology	2.92%
7	MU	MICRON TECHNOLOGY INC	Information Technology	2.54%
8	META	Meta Platforms, Inc.	Communication Services	2.24%
9	NOW	ServiceNow, Inc.	Information Technology	2.14%
10	CLH	CLEAN HARBORS INC	Industrials	2.03%

191/191 names classified · sector 100.0% of weight · industry 100.0% · mkt cap 97.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 25 quarters

Information TechnologyNVDA, AMD, MSFT, CRM, RNG · other

IndustrialsBABA, WCN, FIS, ETSY, UNP · other

Communication ServicesGOOG, IRDM, TKC, META, ROKU · other

Consumer DiscretionaryAMZN, FIVE, CVNA, TSLA, PTON · other

FinancialsMA, V, LPRO, WFC, BAC · other

Health CareDXCM, PODD, ISRG, HAE, CMPS · other

MaterialsELF, ONON, LIN, EL, FCX · other

Consumer StaplesKO, FRPT, MNST, CELH, PRMB · other

EnergyEOG, COP, MPC, DVN, LBRT · other

UtilitiesLNG, CEG, WMB, ETR, DUK · other

Real Estate

UnclassifiedEVERI HLDGS INC, CYBERARK SOFTWARE LTD, SPLUNK INC, INTEGRAL AD SCIENCE HLDNG CO, TUR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (161 classified)Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna centroid (Large Growth)

Information TechnologyIndustrialsConsumer DiscretionaryCommunication ServicesFinancialsMaterialsHealth CareEnergyConsumer StaplesUtilities

Style box summary for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna: centroid Large Growth. Heaviest cells: Large Growth 51.9%, Mid Growth 11.2%, Large Core 9.9%.

Classified: 91.1% of book weight (161/191 names) · unclassified 8.9%: ARM, NU, SYM, ONON, NTRA, KVYO, RKLB, GH, COHR, CRWD +20 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 191 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	91,176	$16M	6.6%	TRIM −8%
2	MSFTMICROSOFT CORP	33,825	$13M	5.2%	ADD 9%
3	GOOGALPHABET INC	41,199	$12M	4.9%	TRIM −7%
4	AMZNAMAZON COM INC	42,149	$9M	3.6%	TRIM −8%
5	AMDADVANCED MICRO DEVICES INC	35,338	$7M	3.0%	ADD 33%
6	AAPLAPPLE INC	27,830	$7M	2.9%	TRIM −18%
7	MUMICRON TECHNOLOGY INC	18,223	$6M	2.5%	TRIM −20%
8	METAMETA PLATFORMS INC	9,467	$5M	2.2%	TRIM −15%
9	NOWSERVICENOW INC	49,648	$5M	2.1%	TRIM −3%
10	CLHCLEAN HARBORS INC	17,107	$5M	2.0%	TRIM −7%
11	AVGOBROADCOM INC	14,695	$5M	1.9%	TRIM −9%
12	MAMASTERCARD INCORPORATED	9,085	$5M	1.9%	TRIM −21%
13	PWRQUANTA SVCS INC	7,890	$4M	1.8%	HOLD
14	FCXFREEPORT MCMORAN INC	70,491	$4M	1.7%	ADD 33%
15	ROADCONSTRUCTION PARTNERS INC	35,965	$4M	1.7%	TRIM −6%
16	CRMSALESFORCE INC	20,850	$4M	1.6%	ADD 19%
17	MPWRMONOLITHIC PWR SYS INC	2,723	$3M	1.2%	TRIM −21%
18	JPMJPMORGAN CHASE & CO	9,111	$3M	1.1%	TRIM −3%
19	BNYBANK NEW YORK MELLON CORP	21,978	$3M	1.1%	ADD 5%
20	UNPUNION PAC CORP	10,101	$2M	1.0%	ADD 77%
21	DDOGDATADOG INC	20,538	$2M	1.0%	HOLD
22	XYZBLOCK INC	39,845	$2M	1.0%	ADD 162%
23	FSSFEDERAL SIGNAL CORP	21,498	$2M	1.0%	TRIM −9%
24	GSGOLDMAN SACHS GROUP INC	2,730	$2M	1.0%	HOLD
25	ARMARM HOLDINGS PLC	15,155	$2M	0.9%	HOLD
26	CATCATERPILLAR INC	3,172	$2M	0.9%	ADD 7%
27	WABWABTEC	8,991	$2M	0.9%	HOLD
28	DASHDOORDASH INC	14,900	$2M	0.9%	ADD 511%
29	ISRGINTUITIVE SURGICAL INC	4,820	$2M	0.9%	TRIM −40%
30	RMBSRAMBUS INC DEL	25,700	$2M	0.9%	TRIM −14%
31	MELIMERCADOLIBRE INC	1,245	$2M	0.9%	TRIM −14%
32	NFLXNETFLIX INC	22,265	$2M	0.9%	TRIM −9%
33	LITELUMENTUM HLDGS INC	2,958	$2M	0.9%	TRIM −21%
34	VVISA INC	6,841	$2M	0.9%	TRIM −28%
35	OSWONESPAWORLD HOLDINGS LIMITED	88,519	$2M	0.8%	TRIM −13%
36	ROSTROSS STORES INC	9,367	$2M	0.8%	ADD 230%
37	NUNU HLDGS LTD	140,630	$2M	0.8%	TRIM −9%
38	SYMSYMBOTIC INC	35,075	$2M	0.8%	TRIM −21%
39	LSCCLATTICE SEMICONDUCTOR CORP	19,520	$2M	0.7%	TRIM −18%
40	KRMNKARMAN HLDGS INC	22,127	$2M	0.7%	TRIM −35%
41	WMTWALMART INC	13,850	$2M	0.7%	TRIM −2%
42	AXONAXON ENTERPRISE INC	3,995	$2M	0.7%	ADD 655%
43	CIENCIENA CORP	4,351	$2M	0.7%	TRIM −8%
44	WMWASTE MGMT INC DEL	7,207	$2M	0.7%	TRIM −35%
45	MCKMCKESSON CORP	1,829	$2M	0.7%	ADD 74%
46	KTOSKRATOS DEFENSE & SEC SOLUTIO	21,213	$1M	0.6%	TRIM −45%
47	ONONON HLDG AG	43,910	$1M	0.6%	HOLD
48	MLMMARTIN MARIETTA MATLS INC	2,527	$1M	0.6%	TRIM −15%
49	MRVLMARVELL TECHNOLOGY INC	14,681	$1M	0.6%	TRIM −12%
50	ORCLORACLE CORP	9,799	$1M	0.6%	HOLD
51	NTRANATERA INC	7,200	$1M	0.6%	ADD 8%
52	COSTCOSTCO WHSL CORP NEW	1,390	$1M	0.6%	TRIM −20%
53	VMCVULCAN MATLS CO	5,030	$1M	0.6%	TRIM −13%
54	KVYOKLAVIYO INC	67,900	$1M	0.5%	TRIM −4%
55	KLACKLA CORP	868	$1M	0.5%	NEW
56	RKLBROCKET LAB CORP	19,435	$1M	0.5%	TRIM −18%
57	LRCXLAM RESEARCH CORP	5,615	$1M	0.5%	NEW
58	CDNSCADENCE DESIGN SYSTEM INC	4,300	$1M	0.5%	TRIM −16%
59	GMGENERAL MTRS CO	15,583	$1M	0.5%	HOLD
60	CFGCITIZENS FINL GROUP INC	18,936	$1M	0.5%	ADD 29%
61	FTAIFTAI AVIATION LTD	4,610	$1M	0.5%	ADD 92%
62	GHGUARDANT HEALTH INC	12,000	$1M	0.5%	ADD 9%
63	GNRCGENERAC HLDGS INC	5,508	$1M	0.4%	NEW
64	KOCOCA COLA CO	13,774	$1M	0.4%	TRIM −21%
65	TTMITTM TECHNOLOGIES INC	10,565	$1M	0.4%	TRIM −10%
66	IRINGERSOLL RAND INC	12,499	$1M	0.4%	HOLD
67	TSLATESLA INC	2,681	$996,661	0.4%	TRIM −23%
68	BROSDUTCH BROS INC	19,630	$994,456	0.4%	TRIM −8%
69	SGISOMNIGROUP INTERNATIONAL INC	13,400	$990,528	0.4%	ADD 28%
70	RLRALPH LAUREN CORP	2,871	$987,598	0.4%	ADD 23%
71	CCLCARNIVAL CORP	37,450	$969,206	0.4%	HOLD
72	COFCAPITAL ONE FINL CORP	5,245	$956,845	0.4%	HOLD
73	COHRCOHERENT CORP	3,984	$949,028	0.4%	ADD 8%
74	CORCENCORA INC	2,918	$916,661	0.4%	ADD 4532%
75	GXOGXO LOGISTICS INCORPORATED	17,600	$912,560	0.4%	ADD 3%
76	CRWDCROWDSTRIKE HLDGS INC	2,292	$894,819	0.4%	HOLD
77	AAONAAON INC	10,500	$868,875	0.4%	TRIM −23%
78	VSXYVICTORIAS SECRET AND CO	18,700	$866,932	0.4%	ADD 75%
79	PANWPALO ALTO NETWORKS INC	5,198	$833,342	0.3%	TRIM −12%
80	ROKROCKWELL AUTOMATION INC	2,310	$829,013	0.3%	HOLD
81	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,316	$782,691	0.3%	TRIM −43%
82	AGIALAMOS GOLD INC NEW	17,531	$778,302	0.3%	TRIM −4%
83	MNSTMONSTER BEVERAGE CORP NEW	10,650	$771,699	0.3%	HOLD
84	GFFGRIFFON CORP	10,450	$759,506	0.3%	ADD 6%
85	SNOWSNOWFLAKE INC	4,950	$746,559	0.3%	TRIM −3%
86	EMREMERSON ELEC CO	5,500	$720,610	0.3%	HOLD
87	MHOM/I HOMES INC	5,467	$669,435	0.3%	ADD 19%
88	TKOTKO GROUP HOLDINGS INC	3,255	$656,371	0.3%	ADD 55%
89	STLDSTEEL DYNAMICS INC	3,582	$644,760	0.3%	HOLD
90	CHWYCHEWY INC	23,150	$625,050	0.3%	HOLD
91	PHPARKER-HANNIFIN CORP	692	$619,505	0.3%	HOLD
92	TDYTELEDYNE TECHNOLOGIES INC	1,003	$606,824	0.3%	ADD 27%
93	SPOTSPOTIFY TECHNOLOGY S A	1,230	$596,439	0.2%	NEW
94	PLTRPALANTIR TECHNOLOGIES INC	4,076	$596,237	0.2%	ADD 148%
95	AMGAFFILIATED MANAGERS GROUP	2,090	$578,303	0.2%	ADD 39%
96	COPCONOCOPHILLIPS	4,345	$573,540	0.2%	ADD 783%
97	MCHPMICROCHIP TECHNOLOGY INC.	8,740	$564,691	0.2%	TRIM −13%
98	ADSKAUTODESK INC	2,270	$543,438	0.2%	HOLD
99	UBERUBER TECHNOLOGIES INC	7,405	$532,641	0.2%	TRIM −71%
100	GAPGAP INC	21,900	$529,980	0.2%	TRIM −3%
101	APTVAPTIV PLC	7,400	$513,856	0.2%	ADD 42%
102	ZSZSCALER INC	3,660	$513,461	0.2%	TRIM −4%
103	SPGIS&P GLOBAL INC	1,200	$510,408	0.2%	TRIM −54%
104	SHOPSHOPIFY INC	4,195	$497,611	0.2%	TRIM −30%
105	NETCLOUDFLARE INC	2,271	$468,600	0.2%	ADD 17%
106	WCNWASTE CONNECTIONS INC	2,884	$467,587	0.2%	TRIM −74%
107	SLBSCHLUMBERGER LTD	9,059	$465,544	0.2%	NEW
108	ANETARISTA NETWORKS INC	3,700	$454,286	0.2%	ADD 44%
109	TOLTOLL BROTHERS INC	3,147	$429,473	0.2%	ADD 1843%
110	CVXCHEVRON CORP NEW	2,070	$428,283	0.2%	ADD 331%
111	HUBSHUBSPOT INC	1,715	$418,632	0.2%	HOLD
112	UMBFUMB FINL CORP	3,650	$411,684	0.2%	ADD 52%
113	FERGFERGUSON ENTERPRISES INC	1,750	$408,205	0.2%	HOLD
114	CNOBCONNECTONE BANCORP INC	15,230	$407,707	0.2%	ADD 31%
115	CUBICUSTOMERS BANCORP INC	5,800	$402,578	0.2%	ADD 29%
116	CPCANADIAN PACIFIC KANSAS CITY	5,000	$392,632	0.2%	HOLD
117	LEVILEVI STRAUSS & CO NEW	20,500	$379,045	0.2%	ADD 25%
118	ABBVABBVIE INC	1,702	$370,168	0.2%	HOLD
119	FLSFLOWSERVE CORP	4,650	$341,822	0.1%	ADD 22%
120	CWSTCASELLA WASTE SYS INC	4,300	$341,162	0.1%	ADD 5%
121	ADUSADDUS HOMECARE CORP	3,600	$337,140	0.1%	HOLD
122	EXTREXTREME NETWORKS INC	22,200	$334,776	0.1%	TRIM −34%
123	BACBANK AMERICA CORP	6,667	$325,017	0.1%	ADD 12%
124	CMECME GROUP INC	1,100	$324,885	0.1%	NEW
125	ADPTADAPTIVE BIOTECHNOLOGIES COR	23,400	$324,792	0.1%	ADD 39%
126	MSCIMSCI INC	600	$323,406	0.1%	TRIM −45%
127	MCOMOODYS CORP	700	$305,375	0.1%	HOLD
128	AEMAGNICO EAGLE MINES LTD	1,490	$301,804	0.1%	TRIM −46%
129	FASTFASTENAL CO	6,000	$278,400	0.1%	NEW
130	APPAPPLOVIN CORP	685	$272,630	0.1%	TRIM −11%
131	AMGNAMGEN INC	737	$259,313	0.1%	ADD 1892%
132	WFCWELLS FARGO CO NEW	3,215	$255,947	0.1%	ADD 16%
133	BOOTBOOT BARN HLDGS INC	1,740	$254,666	0.1%	ADD 24%
134	GWREGUIDEWIRE SOFTWARE INC	1,700	$254,252	0.1%	TRIM −47%
135	LNGCheniere Energy, Inc	881	$249,992	0.1%	ADD 139%
136	BSXBOSTON SCIENTIFIC CORP	3,928	$246,482	0.1%	TRIM −34%
137	LLYELI LILLY & CO	259	$238,220	0.1%	TRIM −14%
138	IRTCIRHYTHM HOLDINGS INC	1,800	$212,436	0.1%	ADD 13%
139	EOGEOG RES INC	1,396	$201,820	0.1%	ADD 159%
140	LINLINDE PLC	400	$198,304	0.1%	TRIM −50%
141	HDHOME DEPOT INC	600	$197,334	0.1%	TRIM −65%
142	ODFLOLD DOMINION FREIGHT LINE IN	1,000	$195,400	0.1%	NEW
143	BABAALIBABA GROUP HLDG LTD	1,495	$187,564	0.1%	HOLD
144	TMDXTRANSMEDICS GROUP INC	1,800	$178,938	0.1%	TRIM −36%
145	TOSTTOAST INC	6,500	$172,315	0.1%	HOLD
146	ORLYOREILLY AUTOMOTIVE INC	1,800	$166,158	0.1%	TRIM −50%
147	BEBLOOM ENERGY CORP	1,050	$142,264	0.1%	NEW
148	SHWSHERWIN WILLIAMS CO	400	$128,220	0.1%	TRIM −76%
149	CRCLCIRCLE INTERNET GROUP INC	1,278	$121,934	0.1%	TRIM −53%
150	VLOVALERO ENERGY CORP	437	$107,974	0.0%	NEW
151	FICOFAIR ISAAC CORP	100	$106,754	0.0%	TRIM −50%
152	CCITIGROUP INC	900	$102,069	0.0%	TRIM −48%
153	XOMEXXON MOBIL CORP	585	$99,251	0.0%	NEW
154	CRHCRH PLC	944	$99,233	0.0%	HOLD
155	CRWVCOREWEAVE INC	1,245	$96,450	0.0%	NEW
156	CEGCONSTELLATION ENERGY CORP	345	$96,341	0.0%	ADD 5%
157	JNJJOHNSON & JOHNSON	389	$95,086	0.0%	ADD 548%
158	MPCMARATHON PETE CORP	379	$92,543	0.0%	NEW
159	NEMNEWMONT CORP	783	$84,761	0.0%	TRIM −52%
160	BBARRICK MNG CORP	1,962	$80,012	0.0%	TRIM −52%
161	PHMPULTE GROUP INC	444	$52,220	0.0%	NEW
162	CLSCELESTICA INC	172	$48,417	0.0%	NEW
163	GOOGLALPHABET INC	150	$43,134	0.0%	ADD 95%
164	CLFCLEVELAND-CLIFFS INC NEW	4,427	$37,408	0.0%	HOLD
165	CDECOEUR MNG INC	1,895	$35,569	0.0%	TRIM −76%
166	ALLALLSTATE CORP	157	$32,552	0.0%	NEW
167	TJXTJX COS INC NEW	203	$32,419	0.0%	ADD 25%
168	RTXRTX CORPORATION	153	$29,514	0.0%	ADD 164%
169	IBMINTERNATIONAL BUSINESS MACHS	120	$29,087	0.0%	ADD 45%
170	TGTTARGET CORP	235	$28,482	0.0%	HOLD
171	VALEVALE S A	1,600	$25,456	0.0%	TRIM −22%
172	CSCOCISCO SYS INC	310	$24,053	0.0%	ADD 48%
173	ETRENTERGY CORP NEW	210	$23,596	0.0%	HOLD
174	GILDGILEAD SCIENCES INC	163	$22,717	0.0%	TRIM −4%
175	SCCOSOUTHERN COPPER CORP	131	$22,540	0.0%	ADD 13%
176	CPAYCORPAY INC	76	$22,115	0.0%	ADD 100%
177	MCDMCDONALDS CORP	70	$21,755	0.0%	NEW
178	INTCINTEL CORP	392	$17,299	0.0%	ADD 6%
179	CVSCVS HEALTH CORP	226	$16,231	0.0%	ADD 40%
180	WCCWESCO INTL INC	59	$16,144	0.0%	TRIM −41%
181	JCIJOHNSON CONTROLS INTERNATION	123	$16,107	0.0%	NEW
182	HONHONEYWELL INTL INC	71	$16,048	0.0%	NEW
183	JHXJAMES HARDIE INDS PLC	840	$15,910	0.0%	HOLD
184	AEPAMERICAN ELEC PWR CO INC	115	$15,074	0.0%	TRIM −30%
185	MRKMERCK & CO INC	96	$11,548	0.0%	NEW
186	AMATAPPLIED MATLS INC	33	$11,279	0.0%	NEW
187	WMBWILLIAMS COS INC	150	$10,917	0.0%	NEW
188	EQTEQT CORP	171	$10,882	0.0%	NEW
189	DEDEERE & CO	19	$10,703	0.0%	NEW
190	EWEDWARDS LIFESCIENCES CORP	130	$10,410	0.0%	NEW
191	ADIANALOG DEVICES INC	32	$10,180	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

111K

104K

95K

92K

99K

91K

$16M

MSFTMICROSOFT CORP

24K

30K

31K

29K

31K

34K

$13M

GOOGALPHABET INC

40K

30K

37K

44K

41K

$12M

AMZNAMAZON COM INC

45K

51K

35K

32K

46K

42K

$9M

AMDADVANCED MICRO DEVICES INC

55K

42K

16K

25K

27K

35K

$7M

AAPLAPPLE INC

31K

45K

44K

34K

28K

$7M

MUMICRON TECHNOLOGY INC

40K

26K

22K

23K

18K

$6M

METAMETA PLATFORMS INC

11K

$5M

NOWSERVICENOW INC

51K

50K

$5M

CLHCLEAN HARBORS INC

22K

17K

18K

17K

$5M

AVGOBROADCOM INC

763

16K

15K

$5M

MAMASTERCARD INCORPORATED

11K

15K

11K

$5M

PWRQUANTA SVCS INC

10K

$4M

FCXFREEPORT MCMORAN INC

53K

70K

$4M

ROADCONSTRUCTION PARTNERS INC

66K

47K

44K

38K

36K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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