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Focused investors/Polen Capital Management

Polen Capital Management

As of Q1 2026, this manager reported 221 long-equity positions worth $14.46B in aggregate.

As of Q1 2026, Polen Capital Management's Polen Capital Management held 221 long-equity positions with a reported value of $14.46B.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 225 of 291 rows. Rows without a quote are marked unavailable.

1AMZNAMAZON COM INC8.53%Reduce -23.1%8,653,721$2B$230.8252w: $161.38 - $258.60; reported $230.82
2MSFTMICROSOFT CORP8.08%Reduce -22.1%3,909,985$1.89B$483.6252w: $344.79 - $555.45; reported $483.62
3ORCLORACLE CORP5.98%Reduce -22.6%7,185,496$1.4B$194.9152w: $118.86 - $345.72; reported $194.91
4LLYELI LILLY & CO5.72%Reduce -23.2%1,246,090$1.34B$1074.6852w: $623.78 - $1111.99; reported $1074.68
5GOOGALPHABET INC5.38%Reduce -13.4%4,018,121$1.26B$313.8052w: $142.66 - $328.67; reported $313.80
6AVGOBROADCOM INC5.22%Reduce -21.3%3,531,637$1.22B$346.1052w: $138.10 - $414.61; reported $346.10
7MAMASTERCARD INCORPORATED5.20%Reduce -22.2%2,131,727$1.22B$570.8852w: $465.59 - $601.77; reported $570.88
8VVISA INC5.06%Reduce -22.2%3,375,342$1.18B$350.7152w: $299.00 - $375.51; reported $350.71
9SHOPSHOPIFY INC4.95%Reduce -34.9%7,201,872$1.16B$160.9752w: $69.84 - $182.19; reported $160.97
10NVDANVIDIA CORPORATION4.24%Reduce -15.4%5,328,112$993.69M$186.5052w: $86.62 - $212.19; reported $186.50
11NOWSERVICENOW INC3.72%Add +1.1%5:1 split5,680,788$870.24M$153.1952w: $135.73 - $239.62; reported $153.19
12MSCIMSCI INC3.26%Reduce -16.0%1,331,085$763.68M$573.7352w: $486.74 - $634.99; reported $573.73
13ZTSZOETIS INC2.99%Reduce -26.0%5,562,669$699.89M$125.8252w: $115.25 - $177.40; reported $125.82
14AONAON PLC2.78%Reduce -25.9%1,846,294$651.52M$352.8852w: $323.73 - $412.97; reported $352.88
15IDXXIDEXX LABS INC2.78%Reduce -14.8%960,537$649.83M$676.5352w: $356.14 - $769.98; reported $676.53
16SBUXSTARBUCKS CORP2.44%Reduce -23.6%6,785,308$571.39M$84.2152w: $75.50 - $117.46; reported $84.21
17ACNACCENTURE PLC IRELAND2.16%Reduce -23.5%1,882,707$505.13M$268.3052w: $229.40 - $398.35; reported $268.30
18ABTABBOTT LABS2.12%Reduce -46.6%3,962,230$496.43M$125.2952w: $110.86 - $141.23; reported $125.29
19ISRGINTUITIVE SURGICAL INC2.04%New842,618$477.22M$566.3652w: $425.00 - $616.00; reported $566.36
20ADBEADOBE INC2.01%Reduce -27.6%1,345,588$470.94M$349.9952w: $311.59 - $465.70; reported $349.99
21ABNBAIRBNB INC1.76%Reduce -23.8%3,030,730$411.33M$135.7252w: $99.88 - $163.93; reported $135.72
22SNPSSYNOPSYS INC1.69%Reduce -19.1%844,881$396.86M$469.7252w: $365.74 - $651.73; reported $469.72
23BSXBOSTON SCIENTIFIC CORP1.64%Reduce -28.2%4,019,552$383.26M$95.3552w: $85.98 - $109.50; reported $95.35
24IWFISHARES TR1.57%Add +240.6%776,086$367.32M$473.3052w: $77.17 - $123.25; reported $473.30
25INTUINTUIT1.45%Reduce -22.5%512,656$339.59M$662.4252w: $532.65 - $813.70; reported $662.42
26CSGPCOSTAR GROUP INC1.40%Reduce -23.4%4,890,936$328.87M$67.2452w: $62.00 - $97.43; reported $67.24
27PAYCPAYCOM SOFTWARE INC1.25%Reduce -30.4%1,835,028$292.43M$159.3652w: $156.50 - $267.76; reported $159.36
28UBERUBER TECHNOLOGIES INC1.24%Reduce -22.0%3,565,793$291.36M$81.7152w: $60.63 - $101.99; reported $81.71
29MELIMERCADOLIBRE INC0.41%Reduce -3.2%47,920$96.52M$2014.2652w: $1707.31 - $2645.22; reported $2014.26
30ACWIISHARES TR0.37%Add +220.4%610,133$86.33M$141.4952w: $101.25 - $143.24; reported $141.49
31TSMTAIWAN SEMICONDUCTOR MFG LTD0.26%Add +13.3%200,593$60.96M$303.8952w: $134.25 - $313.98; reported $303.89
32SAPSAP SE0.24%Reduce -32.4%233,332$56.68M$242.9152w: $233.51 - $313.28; reported $242.91
33SPOTSPOTIFY TECHNOLOGY S A0.18%Add +547.0%71,658$41.61M$580.7152w: $443.21 - $785.00; reported $580.71
34NUNU HLDGS LTD0.08%Reduce -24.9%1,157,836$19.38M$16.7452w: $9.01 - $17.84; reported $16.74
35ICLRICON PLC0.08%Reduce -76.3%105,206$19.17M$182.2252w: $125.10 - $228.29; reported $182.22
36NFLXNETFLIX INC0.07%Reduce -96.4%10:1 split173,797$16.3M$93.7652w: $82.11 - $134.12; reported $93.76
37VUGVANGUARD INDEX FDS0.07%Add +184.9%33,124$16.16M$487.8652w: $52.69 - $84.23; reported $487.86
38HDBHDFC BANK LTD0.06%Reduce -38.1%367,007$13.41M$36.5452w: $28.89 - $39.80; reported $36.54
39ASMLASML HOLDING N V0.05%Reduce -43.5%11,195$11.98M$1069.8852w: $578.51 - $1141.72; reported $1069.88
40MNDYMONDAY COM LTD0.05%Reduce -36.9%79,332$11.71M$147.5652w: $141.20 - $342.64; reported $147.56
41GOOGLALPHABET INC0.04%Reduce -93.5%30,864$9.66M$313.0052w: $140.53 - $328.83; reported $313.00
42IVVISHARES TR0.04%New13,669$9.36M$684.9452w: $484.00 - $694.70; reported $684.94
43ONONON HLDG AG0.04%Reduce -24.7%194,483$9.04M$46.4852w: $34.38 - $64.05; reported $46.48
44WTWWILLIS TOWERS WATSON PLC LTD0.04%Reduce -87.5%27,425$9.01M$328.6052w: $292.97 - $352.79; reported $328.60
45ACWXISHARES TR0.04%Add +105.7%126,761$8.51M$67.1352w: $48.99 - $67.74; reported $67.13
46MDTMEDTRONIC PLC0.03%Reduce -32.4%84,500$8.12M$96.0652w: $79.55 - $106.33; reported $96.06
47AGXARGAN INC0.03%Reduce -33.7%24,886$7.8M$313.3252w: $101.02 - $399.30; reported $313.32
48WGSGENEDX HOLDINGS CORP0.03%Reduce -12.2%59,861$7.79M$130.0652w: $55.17 - $170.87; reported $130.06
49TMETENCENT MUSIC ENTMT GROUP0.03%Reduce -26.5%412,467$7.23M$17.5352w: $10.26 - $26.70; reported $17.53
50DLODLOCAL LTD0.03%Reduce -33.3%466,809$6.6M$14.1452w: $7.61 - $16.78; reported $14.14
51BEBLOOM ENERGY CORP0.03%Reduce -42.6%75,434$6.55M$86.8952w: $15.15 - $147.86; reported $86.89
52POWLPOWELL INDS INC0.03%Reduce -12.9%20,341$6.48M$318.7852w: $48.67 - $137.67; reported $318.78
53VSECVSE CORP0.03%Reduce -0.1%34,390$5.94M$172.7752w: $88.69 - $186.00; reported $172.77
54GLOBGLOBANT S A0.03%Reduce -33.0%90,462$5.91M$65.3752w: $54.36 - $228.98; reported $65.37
55BWXTBWX TECHNOLOGIES INC0.02%Reduce -12.0%32,328$5.59M$172.8452w: $84.21 - $218.50; reported $172.84
56SESEA LTD0.02%Reduce -39.2%42,710$5.45M$127.5752w: $99.50 - $199.30; reported $127.57
57ADPTADAPTIVE BIOTECHNOLOGIES COR0.02%Add +11.9%325,767$5.29M$16.2452w: $5.96 - $20.76; reported $16.24
58VTVANGUARD INTL EQUITY INDEX F0.02%Add +632.5%33,592$4.74M$141.0652w: $100.89 - $142.66; reported $141.06
59SPYSPDR S&P 500 ETF TR0.02%Add +167.9%6,717$4.58M$681.9652w: $481.80 - $691.66; reported $681.96
60MMYTMAKEMYTRIP LIMITED MAURITIUS0.02%Reduce -38.5%53,658$4.41M$82.1252w: $69.69 - $122.35; reported $82.12
61RHLDRESOLUTE HLDGS MGMT INC0.02%-20,915$4.32M$206.4352w: $24.22 - $221.02; reported $206.43
62IESCIES HLDGS INC0.02%Reduce -9.9%10,941$4.26M$389.0252w: $146.51 - $482.35; reported $389.02
63CECOCECO ENVIRONMENTAL CORP0.02%Add +15.9%69,775$4.18M$59.8552w: $17.57 - $63.98; reported $59.85
64BELFBBEL FUSE INC0.02%Add +15.3%22,522$3.82M$169.6352w: $58.00 - $179.41; reported $169.63
65CVNACARVANA CO0.02%Reduce -14.2%8,974$3.79M$422.0252w: $29.65 - $97.07; reported $422.02
66IBNICICI BANK LIMITED0.02%Reduce -44.8%123,872$3.69M$29.8052w: $27.42 - $34.57; reported $29.80
67TSLATESLA INC0.02%Reduce -4.9%8,171$3.67M$449.7252w: $214.25 - $498.83; reported $449.72
68PDDPDD HOLDINGS INC0.02%Reduce -50.5%31,329$3.55M$113.3952w: $87.11 - $139.41; reported $113.39
69HCIHCI GROUP INC0.01%Reduce -0.2%18,126$3.47M$191.6952w: $106.89 - $210.50; reported $191.69
70KAROKAROOOOO LTD0.01%Reduce -9.4%74,821$3.4M$45.5052w: $35.88 - $63.36; reported $45.50
71JOBYJOBY AVIATION INC0.01%Reduce -21.4%250,067$3.3M$13.2052w: $4.96 - $20.95; reported $13.20
72SOFISOFI TECHNOLOGIES INC0.01%Reduce -18.0%117,450$3.07M$26.1852w: $8.60 - $32.73; reported $26.18
73BBIOBRIDGEBIO PHARMA INC0.01%Add +5.7%38,241$2.93M$76.4952w: $27.53 - $78.44; reported $76.49
74ATROASTRONICS CORP0.01%Reduce -0.6%53,691$2.91M$54.2452w: $15.49 - $56.72; reported $54.24
75REALTHE REALREAL INC0.01%Add +142.9%175,088$2.76M$15.7852w: $4.61 - $16.74; reported $15.78
76WWAYFAIR INC0.01%Reduce -10.1%26,857$2.7M$100.4152w: $20.41 - $114.92; reported $100.41
77IRMDIRADIMED CORP0.01%Reduce -5.5%26,891$2.62M$97.2852w: $47.48 - $98.53; reported $97.28
78DAVEDAVE INC0.01%Reduce -5.0%11,805$2.61M$221.4152w: $65.46 - $286.45; reported $221.41
79HURNHURON CONSULTING GROUP INC0.01%Add +46.5%15,086$2.61M$172.9152w: $120.25 - $182.71; reported $172.91
80CCJCAMECO CORP0.01%Reduce -27.1%28,174$2.58M$91.4952w: $35.00 - $110.16; reported $91.49
81IEIVANHOE ELECTRIC INC0.01%Reduce -16.1%157,882$2.52M$15.9852w: $4.50 - $17.90; reported $15.98
82AFRMAFFIRM HLDGS INC0.01%Reduce -0.4%32,969$2.45M$74.4352w: $30.90 - $100.00; reported $74.43
83WDAYWORKDAY INC0.01%Reduce -99.4%10,782$2.32M$214.7952w: $205.33 - $283.68; reported $214.79
84LASRNLIGHT INC0.01%Add +18.9%61,624$2.31M$37.5152w: $6.20 - $39.99; reported $37.51
85AMPXAMPRIUS TECHNOLOGIES INC0.01%Reduce -15.1%288,290$2.27M$7.8952w: $1.70 - $16.03; reported $7.89
86CATHGLOBAL X FDS0.01%Reduce -10.7%27,566$2.27M$82.2352w: $58.39 - $83.81; reported $82.23
87SPHRSPHERE ENTERTAINMENT CO0.01%New23,828$2.27M$95.0852w: $23.89 - $97.20; reported $95.08
88ITGARTNER INC0.01%Reduce -5.7%8,753$2.21M$252.2952w: $222.54 - $584.01; reported $252.29
89PLPLANET LABS PBC0.01%New111,538$2.2M$19.7252w: $2.79 - $20.99; reported $19.72
90FSLRFIRST SOLAR INC0.01%Reduce -26.0%8,302$2.17M$261.2352w: $116.56 - $285.99; reported $261.23
91BKDBROOKDALE SR LIVING INC0.01%Add +20.2%200,588$2.16M$10.7952w: $4.45 - $11.38; reported $10.79
92AAPLAPPLE INC0.01%Reduce -49.7%7,724$2.1M$271.8552w: $169.21 - $288.62; reported $271.85
93ATECALPHATEC HLDGS INC0.01%Add +85.2%95,761$2.01M$21.0452w: $8.81 - $22.66; reported $21.04
94GHGUARDANT HEALTH INC0.01%Add +13.9%19,667$2.01M$102.1452w: $30.97 - $112.43; reported $102.14
95MODMODINE MFG CO0.01%Reduce -56.0%14,309$1.91M$133.5152w: $64.79 - $166.94; reported $133.51
96CRSCARPENTER TECHNOLOGY CORP0.01%Reduce -0.4%6,062$1.91M$314.8452w: $138.61 - $342.11; reported $314.84
97VTIVANGUARD INDEX FDS0.01%New5,677$1.9M$335.2752w: $236.42 - $340.33; reported $335.27
98MIRMIRION TECHNOLOGIES INC0.01%Add +4.3%79,419$1.86M$23.4252w: $12.00 - $30.28; reported $23.42
99BFLYBUTTERFLY NETWORK INC0.01%New472,971$1.8M$3.8052w: $1.32 - $4.98; reported $3.80
100PTGXPROTAGONIST THERAPEUTICS INC0.01%Add +0.1%20,349$1.78M$87.3452w: $33.70 - $96.54; reported $87.34
101RDVTRED VIOLET INC0.01%Add +0.3%30,328$1.73M$56.9552w: $32.23 - $64.14; reported $56.95
102IRSIRSA INVERSIONES Y REP S A0.01%Add +8.0%102,911$1.7M$16.5452w: $10.61 - $17.21; reported $16.54
103FTITECHNIPFMC PLC0.01%Reduce -29.5%35,915$1.6M$44.5652w: $22.12 - $47.33; reported $44.56
104METCRAMACO RES INC0.01%Reduce -51.5%88,507$1.59M$18.0052w: $6.30 - $57.80; reported $18.00
105KTOSKRATOS DEFENSE & SEC SOLUTIO0.01%Reduce -17.0%19,697$1.5M$75.9152w: $23.90 - $112.57; reported $75.91
106YOUCLEAR SECURE INC0.01%Add +36.2%39,325$1.38M$35.0852w: $21.67 - $42.29; reported $35.08
107KAROPENLANE INC0.01%Reduce -3.1%46,259$1.38MNo quoteNo quote
108CAAPCORPORACION AMER ARPTS S A0.01%Add +18.9%51,919$1.35M$26.0052w: $15.01 - $26.97; reported $26.00
109TMOTHERMO FISHER SCIENTIFIC INC0.01%Reduce -98.0%2,307$1.34M$579.5052w: $385.46 - $610.97; reported $579.50
110XMTRXOMETRY INC0.01%Add +169.3%22,321$1.33M$59.4752w: $18.59 - $69.26; reported $59.47
111PGYPAGAYA TECHNOLOGIES LTD0.01%Reduce -16.3%63,497$1.33MNo quoteNo quote
112TMDXTRANSMEDICS GROUP INC0.01%Add +90.3%10,828$1.32M$121.6552w: $55.00 - $156.00; reported $121.65
113SOISOLARIS ENERGY INFRAS INC0.01%New28,597$1.31MNo quoteNo quote
114EROERO COPPER CORP0.01%New45,544$1.29M$28.2952w: $9.30 - $29.03; reported $28.29
115SIONSIONNA THERAPEUTICS INC0.01%-31,258$1.29M$41.1452w: $7.25 - $45.00; reported $41.14
116ESTAESTABLISHMENT LABS HLDGS INC0.01%New17,475$1.27M$72.8852w: $26.56 - $78.24; reported $72.88
117ESQESQUIRE FINL HLDGS INC0.01%-11,709$1.2M$102.0752w: $68.90 - $110.71; reported $102.07
118OPYOPPENHEIMER HLDGS INC0.01%-16,343$1.18M$72.2952w: $49.26 - $79.99; reported $72.29
119PLPCPREFORMED LINE PRODS CO0.01%-5,660$1.17M$206.7152w: $118.99 - $245.99; reported $206.71
120GRALGRAIL INC0.00%Reduce -18.9%13,526$1.16M$85.5952w: $16.56 - $115.76; reported $85.59
121LQDALIQUIDIA CORPORATION0.00%New33,538$1.16M$34.4952w: $11.26 - $36.41; reported $34.49
122KODKODIAK SCIENCES INC0.00%Add +91.7%41,340$1.16M$27.9652w: $1.92 - $31.18; reported $27.96
123GGALGRUPO FINANCIERO GALICIA S.A0.00%New21,373$1.15M$53.9452w: $25.89 - $74.00; reported $53.94
124ROADCONSTRUCTION PARTNERS INC0.00%Reduce -2.4%10,615$1.15M$108.5552w: $64.79 - $138.90; reported $108.55
125AORTARTIVION INC0.00%New25,259$1.15M$45.6152w: $21.97 - $48.25; reported $45.61
126CRDOCREDO TECHNOLOGY GROUP HOLDI0.00%Reduce -21.7%7,915$1.14M$143.8952w: $29.09 - $213.80; reported $143.89
127HHHHOWARD HUGHES HOLDINGS INC0.00%Reduce -41.3%13,980$1.12M$79.7752w: $61.41 - $91.07; reported $79.77
128RKLBROCKET LAB CORP0.00%New15,324$1.07M$69.7652w: $14.71 - $79.83; reported $69.76
129MIRMMIRUM PHARMACEUTICALS INC0.00%Add +0.2%13,360$1.06M$78.9952w: $36.88 - $82.58; reported $78.99
130XERSXERIS BIOPHARMA HOLDINGS INC0.00%Add +0.2%133,416$1.05M$7.8552w: $3.14 - $10.08; reported $7.85
131CEGCONSTELLATION ENERGY CORP0.00%Reduce -33.0%2,812$993.4K$353.2752w: $161.35 - $412.70; reported $353.27
132TIGOMILLICOM INTL CELLULAR S A0.00%Add +0.1%17,685$980.46K$55.4452w: $23.61 - $56.27; reported $55.44
133ASTEASTEC INDS INC0.00%Add +23.4%22,344$967.94K$43.3252w: $29.65 - $50.83; reported $43.32
134SRRKSCHOLAR ROCK HLDG CORP0.00%Add +20.5%21,762$958.62K$44.0552w: $22.71 - $48.28; reported $44.05
135AXAXOS FINANCIAL INC0.00%Add +19.7%10,986$946.55K$86.1652w: $54.46 - $93.84; reported $86.16
136KURAKURA ONCOLOGY INC0.00%New90,847$943.9K$10.3952w: $5.41 - $12.49; reported $10.39
137TDUPTHREDUP INC0.00%Add +31.9%145,615$930.48K$6.3952w: $1.21 - $12.28; reported $6.39
138SMRNUSCALE PWR CORP0.00%Reduce -22.7%64,615$915.6K$14.1752w: $11.08 - $57.42; reported $14.17
139TSHATAYSHA GENE THERAPIES INC0.00%New156,586$861.22K$5.5052w: $1.05 - $6.02; reported $5.50
140UPWKUPWORK INC0.00%Add +278.7%43,111$854.46K$19.8252w: $11.13 - $22.32; reported $19.82
141BWBABCOCK & WILCOX ENTERPRISES0.00%New122,280$775.26K$6.3452w: $0.22 - $7.77; reported $6.34
142ASPIASP ISOTOPES INC0.00%Reduce -40.1%139,511$746.38K$5.3552w: $3.65 - $14.49; reported $5.35
143SWIMLATHAM GROUP INC0.00%Reduce -32.6%112,388$713.66K$6.3552w: $4.56 - $8.46; reported $6.35
144VCTRVICTORY CAP HLDGS INC0.00%Reduce -38.5%11,145$703.14K$63.0952w: $47.00 - $73.00; reported $63.09
145CPFCENTRAL PAC FINL CORP0.00%Add +28.5%22,150$690.19K$31.1652w: $23.16 - $33.35; reported $31.16
146CRMSALESFORCE INC0.00%Reduce -31.2%2,581$683.78K$264.9352w: $221.96 - $367.09; reported $264.93
147AMSCAMERICAN SUPERCONDUCTOR CORP0.00%Reduce -50.2%23,565$678.2K$28.7852w: $13.98 - $70.49; reported $28.78
148CWCURTISS WRIGHT CORP0.00%Reduce -36.6%1,211$667.59K$551.2752w: $266.88 - $612.28; reported $551.27
149ODDODDITY TECH LTD0.00%Reduce -35.1%16,175$649.91K$40.1852w: $35.30 - $79.18; reported $40.18
150IHRTIHEARTMEDIA INC0.00%Add +9.7%155,516$646.95K$4.1652w: $0.95 - $5.44; reported $4.16
151CMPOCOMPOSECURE INC0.00%-33,395$643.86KNo quoteNo quote
152PBIPITNEY BOWES INC0.00%Reduce -31.4%60,710$641.71K$10.5752w: $6.88 - $13.11; reported $10.57
153NUVLNUVALENT INC0.00%New6,359$639.65K$100.5952w: $55.53 - $112.88; reported $100.59
154FROGJFROG LTD0.00%New9,884$617.36K$62.4652w: $27.00 - $70.43; reported $62.46
155CYTKCYTOKINETICS INC0.00%New9,584$608.97K$63.5452w: $29.31 - $70.98; reported $63.54
156SESSES AI CORPORATION0.00%Reduce -15.3%338,156$608.68K$1.8052w: $0.38 - $3.73; reported $1.80
157AEHRAEHR TEST SYS0.00%Add +29.2%30,111$607.94K$20.1952w: $6.27 - $34.35; reported $20.19
158STRLSTERLING INFRASTRUCTURE INC0.00%Reduce -40.4%1,952$597.76K$306.2352w: $96.34 - $419.14; reported $306.23
159FIGSFIGS INC0.00%New48,828$554.69K$11.3652w: $3.56 - $12.35; reported $11.36
160VLDXDVELO3D INC0.00%New39,896$548.17KNo quoteNo quote
161FTAIFTAI AVIATION LTD0.00%Reduce -74.6%2,748$540.94K$196.8552w: $75.06 - $201.00; reported $196.85
162APEIAMERICAN PUB ED INC0.00%New14,117$533.62K$37.8052w: $18.77 - $39.83; reported $37.80
163CSIQCANADIAN SOLAR INC0.00%New22,223$528.24K$23.7752w: $6.57 - $34.59; reported $23.77
164NSSCNAPCO SEC TECHNOLOGIES INC0.00%-12,567$524.04K$41.7052w: $19.00 - $48.12; reported $41.70
165FIGRFIGURE TECHNOLOGY SOLUTIO0.00%New12,803$522.88K$40.8452w: $30.01 - $49.50; reported $40.84
166EMBJEMBRAER S.A.0.00%Reduce -60.1%7,924$510.07K$64.3752w: $36.67 - $67.44; reported $64.37
167ADPAUTOMATIC DATA PROCESSING IN0.00%Reduce -19.7%1,976$508.39K$257.2852w: $247.18 - $329.93; reported $257.28
168TLNTALEN ENERGY CORP0.00%Reduce -66.5%1,349$505.66K$374.8452w: $158.08 - $451.28; reported $374.84
169SGOVISHARES TR0.00%-4,972$499.09K$100.3852w: $100.27 - $100.74; reported $100.38
170PRCHPORCH GROUP INC0.00%Reduce -75.3%53,683$490.13K$9.1352w: $3.72 - $19.44; reported $9.13
171NRGNRG ENERGY INC0.00%Reduce -49.5%3,033$482.98K$159.2452w: $79.57 - $180.54; reported $159.24
172KRMNKARMAN HLDGS INC0.00%New6,455$472.31K$73.1752w: $25.02 - $88.82; reported $73.17
173CELCCELCUITY INC0.00%New4,660$464.79K$99.7452w: $7.58 - $112.64; reported $99.74
174LMBLIMBACH HLDGS INC0.00%Reduce -62.6%5,892$458.69K$77.8552w: $63.02 - $154.05; reported $77.85
175HQYHEALTHEQUITY INC0.00%New4,980$456.22K$91.6152w: $74.07 - $116.65; reported $91.61
176MAMAMAMAS CREATIONS INC0.00%New32,989$445.02K$13.4952w: $5.50 - $14.97; reported $13.49
177DNLIDENALI THERAPEUTICS INC0.00%New26,900$444.12K$16.5152w: $10.57 - $24.34; reported $16.51
178SNDKSANDISK CORP0.00%New1,860$441.53K$237.3852w: $27.89 - $284.76; reported $237.38
179SKYWSKYWEST INC0.00%Reduce -64.1%4,380$439.8K$100.4152w: $74.70 - $135.57; reported $100.41
180ZGNERMENEGILDO ZEGNA N V0.00%New42,768$438.37K$10.2552w: $6.05 - $11.00; reported $10.25
181TWLOTWILIO INC0.00%Add +1.5%3,056$434.69K$142.2452w: $77.51 - $151.95; reported $142.24
182ESPRESPERION THERAPEUTICS INC NE0.00%New116,292$430.28K$3.7052w: $0.69 - $4.13; reported $3.70
183OPFIOPPFI INC0.00%Reduce -33.6%40,472$423.34K$10.4652w: $6.81 - $17.73; reported $10.46
184MYTELUXEXPERIENCE BV0.00%Add +64.8%50,258$419.65KNo quoteNo quote
185MESOMESOBLAST LTD0.00%New23,005$415.01KNo quoteNo quote
186NMRKNEWMARK GROUP INC0.00%Add +113.2%23,619$409.55K$17.3452w: $9.64 - $19.84; reported $17.34
187GRBKGREEN BRICK PARTNERS INC0.00%New6,526$408.92K$62.6652w: $50.57 - $77.93; reported $62.66
188AVAVAEROVIRONMENT INC0.00%Add +48.8%1,689$408.55K$241.8952w: $102.25 - $417.86; reported $241.89
189PSNLPERSONALIS INC0.00%New50,705$403.61K$7.9652w: $2.83 - $11.40; reported $7.96
190GHMGRAHAM CORP0.00%New6,217$399.32K$64.2352w: $24.78 - $72.09; reported $64.23
191ADTADT INC DEL0.00%Reduce -36.8%49,368$398.4K$8.0752w: $6.79 - $8.94; reported $8.07
192UNHUNITEDHEALTH GROUP INC0.00%Reduce -19.3%1,197$395.23K$330.1852w: $234.60 - $606.36; reported $330.18
193NAMSNEWAMSTERDAM PHARMA COMPANY0.00%New11,239$394.26K$35.0852w: $14.06 - $42.00; reported $35.08
194MEDPMEDPACE HLDGS INC0.00%Reduce -12.1%696$390.91K$561.6552w: $250.05 - $626.25; reported $561.65
195AYIACUITY INC0.00%Reduce -33.8%1,061$382K$360.0452w: $216.81 - $379.17; reported $360.04
196OLMAOLEMA PHARMACEUTICALS INC0.00%New15,206$380.15K$25.0052w: $2.86 - $36.26; reported $25.00
197APPNAPPIAN CORP0.00%New10,366$367.16K$35.4252w: $24.00 - $46.06; reported $35.42
198AXTIAXT INC0.00%New22,215$363.22K$16.3552w: $1.13 - $17.25; reported $16.35
199LYFTLYFT INC0.00%New18,239$353.29K$19.3752w: $9.66 - $25.54; reported $19.37
200ABCLABCELLERA BIOLOGICS INC0.00%Reduce -61.9%102,508$350.58K$3.4252w: $1.89 - $6.51; reported $3.42
201ADSKAUTODESK INC0.00%Reduce -9.2%1,182$349.79K$295.9352w: $232.67 - $329.09; reported $295.93
202WINAWINMARK CORP0.00%New859$347.84K$404.9452w: $295.79 - $527.37; reported $404.94
203IOOISHARES TR0.00%New2,743$347.42K$126.6652w: $82.80 - $127.97; reported $126.66
204GPSGAP INC0.00%New12,860$329.22KNo quoteNo quote
205WALWESTERN ALLIANCE BANCORP0.00%Reduce -42.9%3,797$319.21K$84.0752w: $57.05 - $94.40; reported $84.07
206HLLYHOLLEY INC0.00%New77,032$318.14K$4.1352w: $1.60 - $4.43; reported $4.13
207TTANSERVICETITAN INC0.00%Add +32.7%2,975$316.84K$106.5052w: $79.81 - $131.33; reported $106.50
208NTRANATERA INC0.00%Reduce -53.0%1,376$315.23K$229.0952w: $125.38 - $246.90; reported $229.09
209MLIMUELLER INDS INC0.00%Reduce -45.4%2,720$312.26K$114.8052w: $66.84 - $118.91; reported $114.80
210AWIARMSTRONG WORLD INDS INC NEW0.00%Add +27.3%1,511$288.75K$191.1052w: $122.37 - $206.08; reported $191.10
211SSYSSTRATASYS LTD0.00%Reduce -38.5%32,493$282.04K$8.6852w: $8.12 - $12.88; reported $8.68
212ULSUL SOLUTIONS INC0.00%New3,420$269.7K$78.8652w: $48.54 - $91.95; reported $78.86
213ASNDASCENDIS PHARMA A/S0.00%Reduce -56.2%1,211$258.23K$213.2452w: $118.03 - $229.94; reported $213.24
214PACBPACIFIC BIOSCIENCES CALIF IN0.00%New137,149$256.47K$1.8752w: $0.85 - $2.73; reported $1.87
215SYMSYMBOTIC INC0.00%Reduce -48.7%4,298$255.73K$59.5052w: $16.32 - $87.88; reported $59.50
216LTHLIFE TIME GROUP HOLDINGS INC0.00%Reduce -70.7%9,609$255.41K$26.5852w: $22.04 - $34.99; reported $26.58
217CPSCOOPER STD HLDGS INC0.00%New7,635$250.66K$32.8352w: $10.38 - $40.67; reported $32.83
218EOSEEOS ENERGY ENTERPRISES INC0.00%-21,080$241.58K$11.4652w: $3.07 - $19.86; reported $11.46
219UUNITY SOFTWARE INC0.00%Reduce -36.9%5,449$240.68K$44.1752w: $15.33 - $52.15; reported $44.17
220PTONPELOTON INTERACTIVE INC0.00%Reduce -88.7%36,795$226.66K$6.1652w: $4.63 - $10.25; reported $6.16
221SBOTSERVE ROBOTICS INC0.00%New21,833$226.63KNo quoteNo quote
222TEMTEMPUS AI INC0.00%Reduce -77.7%3,756$221.79K$59.0552w: $31.36 - $104.32; reported $59.05
223CCOCLEAR CHANNEL OUTDOOR HLDGS0.00%New95,912$211.97K$2.2152w: $0.81 - $2.26; reported $2.21
224PRLBPROTO LABS INC0.00%New4,148$209.85K$50.5952w: $29.59 - $55.90; reported $50.59
225ROIVROIVANT SCIENCES LTD0.00%New9,662$209.67K$21.7052w: $8.73 - $23.47; reported $21.70
226RRRICHTECH ROBOTICS INC0.00%New64,298$207.68K$3.2352w: $1.37 - $7.43; reported $3.23
227PYPLPAYPAL HLDGS INC0.00%Reduce -8.6%3,487$203.6K$58.3952w: $55.85 - $93.25; reported $58.39
228OSCROSCAR HEALTH INC0.00%Reduce -36.1%13,755$197.66K$14.3752w: $11.20 - $23.80; reported $14.37
229PGENPRECIGEN INC0.00%New42,095$175.96K$4.1852w: $1.03 - $5.23; reported $4.18
230GDYNGRID DYNAMICS HLDGS INC0.00%New19,383$175.03K$9.0352w: $7.37 - $25.50; reported $9.03
231SOPHSOPHIA GENETICS SA0.00%New21,738$101.52K$4.6752w: $2.58 - $5.30; reported $4.67
288ZZILLOW GROUP INC-Sold0$0No quoteNo quote
287WLFCWILLIS LEASE FIN CORP-Sold0$0No quoteNo quote
286WRBYWARBY PARKER INC-Sold0$0No quoteNo quote
285VSTVISTRA CORP-Sold0$0No quoteNo quote
284VISTVISTA ENERGY S.A.B. DE C.V.-Sold0$0No quoteNo quote
283VOVANGUARD INDEX FDS-Sold0$0No quoteNo quote
282VOEVANGUARD INDEX FDS-Sold0$0No quoteNo quote
281UTIUNIVERSAL TECHNICAL INST INC-Sold0$0No quoteNo quote
280REAXTHE REAL BROKERAGE INC-Sold0$0No quoteNo quote
279SGSWEETGREEN INC-Sold0$0No quoteNo quote
278LRNSTRIDE INC-Sold0$0No quoteNo quote
277SVVSAVERS VALUE VLG INC-Sold0$0No quoteNo quote
276RBRKRUBRIK INC.-Sold0$0No quoteNo quote
275RBBNRIBBON COMMUNICATIONS INC-Sold0$0No quoteNo quote
274PCTPURECYCLE TECHNOLOGIES INC-Sold0$0No quoteNo quote
273PSTGPURE STORAGE INC-Sold0$0No quoteNo quote
272PGPROCTER AND GAMBLE CO-Sold0$0No quoteNo quote
271PEPPEPSICO INC-Sold0$0No quoteNo quote
270NTNXNUTANIX INC-Sold0$0No quoteNo quote
269NKENIKE INC-Sold0$0No quoteNo quote
268NXENEXGEN ENERGY LTD-Sold0$0No quoteNo quote
267NTESNETEASE INC-Sold0$0No quoteNo quote
266NYAXNAYAX LTD-Sold0$0No quoteNo quote
265NGVCNATURAL GROCERS BY VITAMIN C-Sold0$0No quoteNo quote
264MVSTMICROVAST HOLDINGS INC-Sold0$0No quoteNo quote
263METAMETA PLATFORMS INC-Sold0$0No quoteNo quote
262MRUSMERUS N V-Sold0$0No quoteNo quote
261MCDMCDONALDS CORP-Sold0$0No quoteNo quote
260LQDTLIQUIDITY SVCS INC-Sold0$0No quoteNo quote
259HYGISHARES TR-Sold0$0No quoteNo quote
258RSPINVESCO EXCHANGE TRADED FD T-Sold0$0No quoteNo quote
257HIMSHIMS & HERS HEALTH INC-Sold0$0No quoteNo quote
256GWREGUIDEWIRE SOFTWARE INC-Sold0$0No quoteNo quote
255GTESGATES INDL CORP PLC-Sold0$0No quoteNo quote
254QQEWFIRST TR EXCHANGE-TRADED FD-Sold0$0No quoteNo quote
253EVEREVERQUOTE INC-Sold0$0No quoteNo quote
252ELFE L F BEAUTY INC-Sold0$0No quoteNo quote
251DOCSDOXIMITY INC-Sold0$0No quoteNo quote
250CORTCORCEPT THERAPEUTICS INC-Sold0$0No quoteNo quote
249CVLTCOMMVAULT SYS INC-Sold0$0No quoteNo quote
248KOCOCA COLA CO-Sold0$0No quoteNo quote
247CHWYCHEWY INC-Sold0$0No quoteNo quote
246CHEFCHEFS WHSE INC-Sold0$0No quoteNo quote
245CAKECHEESECAKE FACTORY INC-Sold0$0No quoteNo quote
244CAVACAVA GROUP INC-Sold0$0No quoteNo quote
243BRLTBRILLIANT EARTH GROUP INC-Sold0$0No quoteNo quote
242OSTKBED BATH & BEYOND INC-Sold0$0No quoteNo quote
241BEAMBEAM THERAPEUTICS INC-Sold0$0No quoteNo quote
240BBSIBARRETT BUSINESS SVCS INC-Sold0$0No quoteNo quote
239BIDUBAIDU INC-Sold0$0No quoteNo quote
238AXONAXON ENTERPRISE INC-Sold0$0No quoteNo quote
237AURAURORA INNOVATION INC-Sold0$0No quoteNo quote
236ARLOARLO TECHNOLOGIES INC-Sold0$0No quoteNo quote
235ACHRARCHER AVIATION INC-Sold0$0No quoteNo quote
234APPFAPPFOLIO INC-Sold0$0No quoteNo quote
233ALNYALNYLAM PHARMACEUTICALS INC-Sold0$0No quoteNo quote
232BABAALIBABA GROUP HLDG LTD-Sold0$0No quoteNo quote

Options positions

Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.

1BWXTBWX TECHNOLOGIES INCCOMPUTNew12,500$2.16M
2BEBLOOM ENERGY CORPCOM CL APUTNew21,600$1.88M
3SOFISOFI TECHNOLOGIES INCCOMPUTNew41,800$1.09M