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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 216 of 303 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP7.29%Reduce -27.2%2,845,888$1.05B$370.1752w: $344.79 - $555.45; reported $370.17
2GOOGALPHABET INC5.85%Reduce -26.7%2,946,637$845.27M$286.8652w: $142.66 - $350.15; reported $286.86
3LLYELI LILLY & CO5.82%Reduce -26.6%914,557$841.18M$919.7752w: $623.78 - $1133.95; reported $919.77
4AVGOBROADCOM INC5.78%Reduce -23.6%2,697,567$834.92M$309.5152w: $138.10 - $414.61; reported $309.51
5AMZNAMAZON COM INC5.61%Reduce -55.0%3,896,739$811.57M$208.2752w: $161.38 - $258.60; reported $208.27
6MAMASTERCARD INCORPORATED5.33%Reduce -27.7%1,541,388$770.17M$499.6652w: $465.59 - $601.77; reported $499.66
7NOWSERVICENOW INC5.26%Add +28.0%7,269,453$760.02M$104.5552w: $98.00 - $211.48; reported $104.55
8SHOPSHOPIFY INC5.17%Reduce -12.4%6,306,740$748.11M$118.6252w: $69.84 - $182.19; reported $118.62
9VVISA INC5.11%Reduce -27.5%2,445,760$739.21M$302.2452w: $294.32 - $375.51; reported $302.24
10ORCLORACLE CORP5.11%Reduce -30.1%5,024,257$739.12M$147.1152w: $118.86 - $345.72; reported $147.11
11NVDANVIDIA CORPORATION4.95%Reduce -23.0%4,104,247$715.78M$174.4052w: $86.62 - $212.19; reported $174.40
12CSGPCOSTAR GROUP INC3.51%Add +157.0%12,570,368$507.09M$40.3452w: $39.18 - $97.43; reported $40.34
13MSCIMSCI INC3.47%Reduce -30.2%929,509$501.01M$539.0152w: $486.74 - $626.28; reported $539.01
14ZTSZOETIS INC3.45%Reduce -24.1%4,223,076$499.21M$118.2152w: $113.29 - $172.23; reported $118.21
15SBUXSTARBUCKS CORP3.13%Reduce -25.5%5,055,488$452.92M$89.5952w: $75.50 - $104.82; reported $89.59
16AONAON PLC3.02%Reduce -26.7%1,354,053$437.06M$322.7852w: $304.59 - $401.03; reported $322.78
17IDXXIDEXX LABS INC2.70%Reduce -27.6%695,811$390.97M$561.8952w: $356.14 - $769.98; reported $561.89
18ABNBAIRBNB INC1.99%Reduce -25.0%2,273,747$287.13M$126.2852w: $99.88 - $143.88; reported $126.28
19ISRGINTUITIVE SURGICAL INC1.94%Reduce -28.0%606,826$279.74M$460.9952w: $425.00 - $603.88; reported $460.99
20METAMETA PLATFORMS INC1.89%New476,663$272.71M$572.1352w: $479.80 - $796.25; reported $572.13
21ACNACCENTURE PLC IRELAND1.86%Reduce -28.0%1,354,748$268.63M$198.2952w: $187.00 - $325.71; reported $198.29
22SNPSSYNOPSYS INC1.84%Reduce -20.6%671,233$266.13M$396.4852w: $365.74 - $651.73; reported $396.48
23LRCXLAM RESEARCH CORP1.56%New1,054,495$225.3M$213.6652w: $56.32 - $256.68; reported $213.66
24UBERUBER TECHNOLOGIES INC1.45%Reduce -18.2%2,917,928$209.89M$71.9352w: $60.63 - $101.99; reported $71.93
25IWFISHARES TR1.20%Reduce -47.6%406,863$173.49M$426.4052w: $77.17 - $123.25; reported $426.40
26ROLROLLINS INC0.80%New2,177,678$116.31M$53.4152w: $49.73 - $66.14; reported $53.41
27MELIMERCADOLIBRE INC0.41%Reduce -28.1%34,452$59.57M$1729.0152w: $1593.21 - $2645.22; reported $1729.01
28TSMTAIWAN SEMICONDUCTOR MANUFAC0.41%Reduce -12.9%174,686$59.04M$337.9552w: $134.25 - $390.21; reported $337.95
29SPOTSPOTIFY TECHNOLOGY S A0.36%Add +49.9%107,429$52.09M$484.9152w: $405.00 - $785.00; reported $484.91
30ACWIISHARES TR0.29%Reduce -49.8%306,415$42.4M$138.3752w: $101.25 - $148.75; reported $138.37
31BSXBOSTON SCIENTIFIC CORP0.25%Reduce -85.6%579,739$36.38M$62.7552w: $61.25 - $109.50; reported $62.75
32ASMLASML HLDG NV0.15%Add +43.6%16,072$21.23M$1320.8552w: $578.51 - $1547.22; reported $1320.85
33NUNU HLDGS LTD0.12%Add +5.1%1,217,238$17.49M$14.3752w: $9.01 - $18.98; reported $14.37
34SAPSAP SE0.08%Reduce -71.4%66,674$11.42M$171.2152w: $163.77 - $313.28; reported $171.21
35AGXARGAN INC0.07%Reduce -27.8%17,981$9.79M$544.6552w: $111.16 - $588.00; reported $544.65
36POWLPOWELL INDS INC0.07%Reduce -14.0%17,485$9.46M$541.0852w: $50.96 - $204.17; reported $541.08
37BEBLOOM ENERGY CORP0.06%Reduce -10.9%67,231$9.11M$135.4952w: $15.15 - $180.90; reported $135.49
38INTUINTUIT0.06%Reduce -96.1%19,853$8.58M$432.3752w: $349.00 - $813.70; reported $432.37
39BELFBBEL FUSE INC0.06%Add +92.4%43,339$8.58M$197.9852w: $58.00 - $248.61; reported $197.98
40CECOCECO ENVIRONMENTAL CORP0.06%Add +105.3%143,231$8.53M$59.5852w: $17.57 - $81.72; reported $59.58
41DOCNDIGITALOCEAN HLDGS INC0.06%New96,206$8.25M$85.7852w: $25.45 - $88.84; reported $85.78
42GOOGLALPHABET INC0.06%Reduce -8.7%28,195$8.11M$287.5652w: $140.53 - $349.00; reported $287.56
43NFLXNETFLIX INC.0.06%Reduce -52.1%83,285$8.01M$96.1552w: $75.01 - $134.12; reported $96.15
44BWXTBWX TECHNOLOGIES INC0.05%Add +17.9%38,123$7.8M$204.4952w: $84.21 - $222.29; reported $204.49
45VSECVSE CORP0.05%Add +22.2%42,040$7.75M$184.4052w: $100.53 - $231.60; reported $184.40
46AMPXAMPRIUS TECHNOLOGIES INC0.05%Add +46.4%422,145$7.12M$16.8652w: $1.97 - $19.76; reported $16.86
47YOUCLEAR SECURE INC0.05%Add +271.0%145,900$7.06M$48.4152w: $23.00 - $56.51; reported $48.41
48VUGVANGUARD INDEX FDS0.05%Reduce -51.6%16,030$7M$436.8052w: $52.69 - $84.23; reported $436.80
49FSLYFASTLY INC0.05%New238,518$6.93M$29.0652w: $4.65 - $30.95; reported $29.06
50MODMODINE MFG CO0.04%Add +103.0%29,042$6.29M$216.7152w: $64.79 - $243.80; reported $216.71
51PLPLANET LABS PBC0.04%Add +91.8%213,914$5.98M$27.9552w: $2.79 - $37.05; reported $27.95
52DLODLOCAL LTD0.04%Reduce -1.7%458,909$5.95M$12.9752w: $7.61 - $16.78; reported $12.97
53BKDBROOKDALE SR LIVING INC0.04%Add +109.6%420,374$5.75M$13.6852w: $4.97 - $17.09; reported $13.68
54IESCIES HOLDINGS INC0.04%Add +9.3%11,953$5.7M$476.4752w: $146.51 - $537.70; reported $476.47
55SPHRSPHERE ENTERTAINMENT CO0.04%Add +102.7%48,293$5.67M$117.4052w: $23.89 - $121.93; reported $117.40
56WTWWILLIS TOWERS WATSON PLC LTD0.04%Reduce -29.4%19,376$5.63M$290.7052w: $275.60 - $352.79; reported $290.70
57MCHIISHARES TR0.04%New96,813$5.44M$56.1852w: $44.71 - $67.37; reported $56.18
58MDTMEDTRONIC PLC0.04%Reduce -28.2%60,661$5.26M$86.6552w: $79.55 - $106.33; reported $86.65
59EWTISHARES INC0.04%New72,894$5.17M$70.9252w: $39.44 - $77.25; reported $70.92
60LASRNLIGHT INC0.04%Add +45.7%89,791$5.12M$57.0252w: $6.20 - $74.10; reported $57.02
61AZNASTRAZENECA PLC0.04%New26,046$5.12M$196.5352w: $122.48 - $212.71; reported $196.53
62WGSGENEDX HOLDINGS CORP0.03%Add +29.3%77,419$4.97M$64.2252w: $55.17 - $170.87; reported $64.22
63CRSCARPENTER TECHNOLOGY CORP0.03%Add +105.1%12,431$4.9M$394.1552w: $138.61 - $412.31; reported $394.15
64SOISOLARIS ENERGY INFRAS INC0.03%Add +192.6%83,675$4.73MNo quoteNo quote
65BWBABCOCK & WILCOX ENTERPRISES0.03%Add +122.0%271,492$3.99M$14.6952w: $0.22 - $16.24; reported $14.69
66TMETENCENT MUSIC ENTMT GROUP0.03%Reduce -0.5%410,278$3.81M$9.2852w: $9.15 - $26.70; reported $9.28
67PAYCPAYCOM SOFTWARE INC0.03%Reduce -98.3%30,831$3.75M$121.5452w: $104.90 - $267.76; reported $121.54
68FIGRFIGURE TECHNOLOGY SOLUTIO0.02%Add +725.1%105,634$3.59M$33.9552w: $25.01 - $78.00; reported $33.95
69KRMNKARMAN HLDGS INC0.02%Add +582.7%44,066$3.53M$80.0552w: $25.02 - $118.38; reported $80.05
70BBIOBRIDGEBIO PHARMA INC0.02%Add +20.1%45,934$3.41M$74.2652w: $28.32 - $84.94; reported $74.26
71PRAXPRAXIS PRECISION MEDICINES I0.02%New10,043$3.24M$322.1952w: $26.70 - $356.00; reported $322.19
72GHGUARDANT HEALTH INC0.02%Add +76.6%34,725$3.21M$92.3752w: $36.36 - $120.74; reported $92.37
73IBNICICI BANK LIMITED0.02%Reduce -4.7%118,059$3.06M$25.9052w: $25.08 - $34.57; reported $25.90
74ONONON HLDG AG0.02%Reduce -54.7%88,051$3M$34.0252w: $31.41 - $61.29; reported $34.02
75AEHRAEHR TEST SYS0.02%Add +163.7%79,396$2.94M$37.0852w: $6.27 - $46.95; reported $37.08
76ROADCONSTRUCTION PARTNERS INC0.02%Add +148.0%26,329$2.93M$111.1252w: $64.79 - $141.90; reported $111.12
77ADBEADOBE INC0.02%Reduce -99.1%11,868$2.88M$243.0852w: $233.16 - $422.95; reported $243.08
78ATROASTRONICS CORP0.02%Reduce -21.0%42,410$2.83M$66.7352w: $19.89 - $83.96; reported $66.73
79AXTIAXT INC0.02%Add +122.2%49,368$2.81M$56.9852w: $1.13 - $71.49; reported $56.98
80TSLATESLA INC0.02%Reduce -9.8%7,368$2.74M$371.7552w: $214.25 - $498.83; reported $371.75
81SESEA LTD0.02%Reduce -23.0%32,874$2.72M$82.8152w: $77.05 - $199.30; reported $82.81
82TIGOMILLICOM INTL CELLULAR S A0.02%Add +104.1%36,096$2.71M$74.9452w: $26.35 - $77.33; reported $74.94
83CAAPCORPORACION AMER ARPTS S A0.02%Add +104.3%106,069$2.68M$25.2952w: $15.01 - $30.50; reported $25.29
84WWAYFAIR INC0.02%Add +31.1%35,216$2.65M$75.2152w: $20.41 - $119.98; reported $75.21
85VCTRVICTORY CAP HLDGS INC DEL0.02%Add +257.7%39,868$2.61M$65.4852w: $47.00 - $77.78; reported $65.48
86PTGXPROTAGONIST THERAPEUTICS INC0.02%Add +19.6%24,337$2.57M$105.4052w: $39.60 - $105.99; reported $105.40
87SRRKSCHOLAR ROCK HLDG CORP0.02%Add +138.7%51,951$2.55M$49.1652w: $22.71 - $50.50; reported $49.16
88SITMSITIME CORP0.02%New7,101$2.45M$345.3552w: $105.40 - $446.95; reported $345.35
89SPYSTATE STR SPDR S&P 500 ETF T0.02%Reduce -44.1%3,757$2.44M$650.3252w: $481.80 - $697.84; reported $650.32
90JOBYJOBY AVIATION INC0.02%Add +17.9%294,754$2.43M$8.2652w: $4.96 - $20.95; reported $8.26
91OPYOPPENHEIMER HLDGS INC0.02%Add +64.9%26,954$2.4M$89.1952w: $49.26 - $94.10; reported $89.19
92FTITECHNIPFMC PLC0.02%Reduce -4.5%34,293$2.37M$69.1352w: $22.12 - $72.59; reported $69.13
93CVNACARVANA CO0.02%Reduce -18.1%7,348$2.31M$314.3852w: $29.65 - $97.38; reported $314.38
94VICRVICOR CORP0.02%New13,899$2.24M$161.0052w: $38.92 - $209.53; reported $161.00
95RHLDRESOLUTE HLDGS MGMT INC0.02%Reduce -34.6%13,669$2.22M$162.3052w: $24.22 - $236.19; reported $162.30
96ASTEASTEC INDS INC0.02%Add +84.3%41,172$2.22M$53.8452w: $29.65 - $64.37; reported $53.84
97CCJCAMECO CORP0.02%Reduce -28.3%20,210$2.2M$108.6152w: $35.00 - $135.24; reported $108.61
98PRLBPROTO LABS INC0.01%Add +806.3%37,594$2.14M$57.0252w: $29.59 - $68.91; reported $57.02
99KTOSKRATOS DEFENSE & SEC SOLUTIO0.01%Add +48.6%29,265$2.06M$70.5152w: $25.78 - $134.00; reported $70.51
100REALTHE REALREAL INC0.01%Add +26.7%221,865$2.01M$9.0852w: $4.61 - $17.39; reported $9.08
101IRMDIRADIMED CORP0.01%Reduce -22.9%20,744$2M$96.2652w: $47.48 - $107.90; reported $96.26
102PLPCPREFORMED LINE PRODS CO0.01%Add +29.7%7,341$1.99M$270.7552w: $128.00 - $287.97; reported $270.75
103CELCCELCUITY INC0.01%Add +268.7%17,181$1.96M$114.1452w: $7.58 - $120.31; reported $114.14
104MIRMMIRUM PHARMACEUTICALS INC0.01%Add +53.7%20,531$1.9M$92.3852w: $36.88 - $109.28; reported $92.38
105EROERO COPPER CORP0.01%Add +54.0%70,159$1.87M$26.6752w: $9.30 - $39.80; reported $26.67
106METCRAMACO RES INC0.01%Add +35.1%119,574$1.85M$15.4652w: $6.30 - $57.80; reported $15.46
107AZZAZZ INC0.01%New14,438$1.81M$125.1352w: $70.90 - $141.18; reported $125.13
108FIGSFIGS INC0.01%Add +148.7%121,437$1.79M$14.7752w: $3.56 - $17.48; reported $14.77
109AIRAAR CORP0.01%New16,208$1.77M$109.4652w: $46.51 - $122.97; reported $109.46
110LINDLINDBLAD EXPEDITIONS HLDGS I0.01%New102,127$1.77M$17.3052w: $7.45 - $21.23; reported $17.30
111ACWXISHARES TR0.01%Reduce -79.7%25,676$1.76M$68.4752w: $48.99 - $74.92; reported $68.47
112LFUSLITTELFUSE INC0.01%New4,959$1.68M$339.3552w: $142.10 - $380.00; reported $339.35
113SHAKSHAKE SHACK INC0.01%New18,840$1.67M$88.4752w: $72.93 - $144.65; reported $88.47
114BFLYBUTTERFLY NETWORK INC0.01%Reduce -14.1%406,260$1.64M$4.0452w: $1.32 - $5.03; reported $4.04
115SOFISOFI TECHNOLOGIES INC0.01%Reduce -12.0%103,345$1.64M$15.8852w: $8.60 - $32.73; reported $15.88
116ADPTADAPTIVE BIOTECHNOLOGIES COR0.01%Reduce -64.4%116,051$1.61M$13.8852w: $6.67 - $20.76; reported $13.88
117WTWISDOMTREE INC0.01%New109,005$1.59M$14.5652w: $7.47 - $17.68; reported $14.56
118KODKODIAK SCIENCES INC0.01%Add +0.0%41,354$1.58M$38.1252w: $1.92 - $45.60; reported $38.12
119ABTABBOTT LABORATORIES0.01%Reduce -99.6%15,081$1.55M$102.6752w: $100.88 - $139.06; reported $102.67
120WULFTERAWULF INC0.01%New106,375$1.53M$14.4352w: $2.06 - $18.51; reported $14.43
121IRSIRSA INVERSIONES Y REP S A0.01%Reduce -8.5%94,136$1.53M$16.2152w: $10.61 - $19.14; reported $16.21
122RKLBROCKET LAB CORP0.01%Add +53.7%23,555$1.51M$64.2252w: $14.71 - $99.58; reported $64.22
123CATHGLOBAL X FDS0.01%Reduce -31.6%18,868$1.47M$78.1552w: $58.39 - $83.95; reported $78.15
124AXAXOS FINANCIAL INC0.01%Add +53.4%16,849$1.43M$85.0952w: $54.46 - $101.92; reported $85.09
125TSHATAYSHA GENE THERAPIES INC0.01%Add +104.2%319,748$1.43M$4.4752w: $1.05 - $6.02; reported $4.47
126GHMGRAHAM CORP0.01%Add +186.5%17,813$1.41M$78.9252w: $24.78 - $91.91; reported $78.92
127ESTAESTABLISHMENT LABS HLDGS INC0.01%Add +39.2%24,324$1.38M$56.7852w: $26.56 - $83.31; reported $56.78
128NXENEXGEN ENERGY LTD0.01%New117,610$1.36M$11.6052w: $3.91 - $13.96; reported $11.60
129OUTOUTFRONT MEDIA INC0.01%New51,411$1.36M$26.5052w: $12.95 - $29.27; reported $26.50
130CAKECHEESECAKE FACTORY INC0.01%New24,822$1.36M$54.7552w: $42.69 - $69.70; reported $54.75
131NUVLNUVALENT INC0.01%Add +100.4%12,744$1.31M$102.4552w: $55.53 - $113.02; reported $102.45
132AAOIAPPLIED OPTOELECTRONICS INC0.01%New14,913$1.26M$84.5952w: $9.71 - $128.96; reported $84.59
133ESQESQUIRE FINL HLDGS INC0.01%Add +0.0%11,713$1.26M$107.5052w: $69.14 - $134.81; reported $107.50
134DNLIDENALI THERAPEUTICS INC0.01%Add +142.8%65,301$1.25M$19.2052w: $10.57 - $23.77; reported $19.20
135CRCLCIRCLE INTERNET GROUP INC0.01%New13,098$1.25M$95.4152w: $49.90 - $298.99; reported $95.41
136IONQIONQ INC0.01%New42,109$1.21M$28.8352w: $18.81 - $84.64; reported $28.83
137IEIVANHOE ELECTRIC INC0.01%Reduce -38.4%97,186$1.15M$11.8252w: $4.50 - $21.55; reported $11.82
138TWSTTWIST BIOSCIENCE CORP0.01%New24,037$1.14M$47.5252w: $23.30 - $57.88; reported $47.52
139SGOVISHARES TR0.01%Add +126.6%11,267$1.13M$100.6652w: $100.27 - $100.74; reported $100.66
140LTHLIFE TIME GROUP HOLDINGS INC0.01%Add +321.3%40,481$1.09M$26.9452w: $24.14 - $34.99; reported $26.94
141SIONSIONNA THERAPEUTICS INC0.01%Reduce -14.3%26,775$1.07M$40.0952w: $7.25 - $45.00; reported $40.09
142VPGVISHAY PRECISION GROUP INC0.01%New24,263$1.05M$43.4252w: $18.57 - $56.25; reported $43.42
143STRLSTERLING INFRASTRUCTURE INC0.01%Add +30.8%2,553$1.04M$407.2752w: $96.34 - $477.03; reported $407.27
144CPFCENTRAL PAC FINL CORP0.01%Add +45.9%32,323$1.03M$31.9652w: $23.16 - $35.01; reported $31.96
145AAPLAPPLE INC0.01%Reduce -47.5%4,052$1.03M$253.8052w: $169.21 - $288.62; reported $253.80
146FNFABRINET0.01%New1,930$1.01M$521.5252w: $148.55 - $632.99; reported $521.52
147MAMAMAMAS CREATIONS INC0.01%Add +98.3%65,408$1M$15.3452w: $6.07 - $17.85; reported $15.34
148XMTRXOMETRY INC0.01%Add +10.1%24,564$1M$40.8452w: $18.59 - $73.87; reported $40.84
149FLRFLUOR CORP0.01%New21,011$980.16K$46.6552w: $29.20 - $57.50; reported $46.65
150MODGCALLAWAY GOLF CO0.01%New70,431$977.58KNo quoteNo quote
151WINAWINMARK CORP0.01%Add +165.8%2,283$976.1K$427.5552w: $295.79 - $527.37; reported $427.55
152KAROPENLANE INC0.01%Reduce -27.9%33,361$972.47KNo quoteNo quote
153ADTNADTRAN HOLDINGS INC0.01%New75,688$952.16K$12.5852w: $6.93 - $13.10; reported $12.58
154FROGJFROG LTD0.01%Add +104.8%20,240$949.86K$46.9352w: $27.00 - $70.43; reported $46.93
155HCIHCI GROUP INC0.01%Reduce -66.3%6,106$944.05K$154.6152w: $129.58 - $210.50; reported $154.61
156LRNSTRIDE INC0.01%New10,571$932.05K$88.1752w: $60.61 - $171.17; reported $88.17
157KTBKONTOOR BRANDS INC0.01%New13,192$927.27K$70.2952w: $50.00 - $87.00; reported $70.29
158VTVANGUARD INTL EQUITY INDEX F0.01%Reduce -80.3%6,600$912.95K$138.3352w: $100.89 - $149.07; reported $138.33
159CEPTCANTOR EQUITY PARTNERS II IN0.01%New82,865$902.4K$10.8952w: $10.32 - $13.74; reported $10.89
160GRBKGREEN BRICK PARTNERS INC0.01%Add +102.0%13,184$849.71K$64.4552w: $50.57 - $80.97; reported $64.45
161ARLOARLO TECHNOLOGIES INC0.01%New58,674$834.93K$14.2352w: $7.84 - $19.94; reported $14.23
162CWCURTISS WRIGHT CORP0.01%Reduce -1.6%1,192$811.9K$681.1252w: $266.88 - $730.12; reported $681.12
163APEIAMERICAN PUB ED INC0.01%Add +0.0%14,122$803.26K$56.8852w: $20.75 - $59.42; reported $56.88
164LPTHLIGHTPATH TECHNOLOGIES INC0.01%New79,055$792.92K$10.0352w: $1.61 - $15.24; reported $10.03
165BKSYBLACKSKY TECHNOLOGY INC0.01%New30,642$770.95K$25.1652w: $6.15 - $33.20; reported $25.16
166ETONETON PHARMACEUTICALS INC0.01%New30,138$743.81K$24.6852w: $11.09 - $24.90; reported $24.68
167TMDXTRANSMEDICS GROUP INC0.01%Reduce -31.5%7,422$737.82K$99.4152w: $62.23 - $156.00; reported $99.41
168FLYFIREFLY AEROSPACE INC0.01%New25,499$725.96K$28.4752w: $16.00 - $73.80; reported $28.47
169DAVEDAVE INC0.00%Reduce -67.2%3,869$673.55K$174.0952w: $65.46 - $286.45; reported $174.09
170OFRMONCE UPON A FARM PBC0.00%New40,631$664.32K$16.3552w: $15.00 - $27.00; reported $16.35
171HDBHDFC BANK LTD0.00%Reduce -93.5%23,926$595.29K$24.8852w: $23.91 - $39.80; reported $24.88
172VLDXDVELO3D INC0.00%Add +54.0%61,433$576.86KNo quoteNo quote
173CMPOGPGI INC0.00%Add +0.0%33,406$571.24KNo quoteNo quote
174BETRBETTER HOME & FINANCE HOLDIN0.00%New15,959$568.46K$35.6252w: $9.50 - $94.06; reported $35.62
175ASPIASP ISOTOPES INC0.00%Reduce -11.9%122,970$543.53K$4.4252w: $3.92 - $14.49; reported $4.42
176EMBJEMBRAER S.A.0.00%Add +15.3%9,138$542.25K$59.3452w: $38.78 - $80.75; reported $59.34
177ORNORION GROUP HLDGS INC0.00%New49,265$536.99K$10.9052w: $4.64 - $15.00; reported $10.90
178LMNDLEMONADE INC0.00%New8,219$515.17K$62.6852w: $24.31 - $99.90; reported $62.68
179SMTCSEMTECH CORP0.00%New6,553$503.86K$76.8952w: $24.05 - $96.46; reported $76.89
180ANIPANI PHARMACEUTICALS INC0.00%New6,409$492.85K$76.9052w: $56.71 - $99.50; reported $76.90
181THRTHERMON GROUP HLDGS INC0.00%New9,466$477.09K$50.4052w: $23.05 - $58.56; reported $50.40
182FTKFLOTEK INDUSTRIES INC0.00%New27,642$469.09K$16.9752w: $6.05 - $20.41; reported $16.97
183MTWMANITOWOC CO INC0.00%New39,879$464.59K$11.6552w: $7.06 - $15.56; reported $11.65
184MIRMIRION TECHNOLOGIES INC0.00%Reduce -68.6%24,921$463.28K$18.5952w: $12.00 - $30.28; reported $18.59
185FTAIFTAI AVIATION LTD0.00%Reduce -35.9%1,762$431.69K$245.0052w: $81.45 - $323.51; reported $245.00
186ASNDASCENDIS PHARMA A/S0.00%Add +49.6%1,812$414.46K$228.7352w: $124.06 - $248.60; reported $228.73
187CCOCLEAR CHANNEL OUTDOOR HLDGS0.00%Add +82.2%174,708$414.06K$2.3752w: $0.81 - $2.43; reported $2.37
188VECOVEECO INSTRS INC DEL0.00%New12,028$407.27K$33.8652w: $16.92 - $37.23; reported $33.86
189DLXDELUXE CORP MEDIUM TERM NTS0.00%New14,157$389.88K$27.5452w: $13.61 - $28.60; reported $27.54
190ANNXANNEXON INC0.00%New70,152$388.64K$5.5452w: $1.28 - $7.18; reported $5.54
191MLKNMILLERKNOLL INC0.00%New26,305$380.37K$14.4652w: $13.77 - $23.18; reported $14.46
192PAHCPHIBRO ANIMAL HEALTH CORP0.00%New6,775$374.73K$55.3152w: $16.16 - $57.62; reported $55.31
193ANROALTO NEUROSCIENCE INC0.00%New16,613$373.46K$22.4852w: $1.60 - $25.17; reported $22.48
194CEPUCENTRAL PUERTO S A0.00%New22,120$372.28K$16.8352w: $7.43 - $18.50; reported $16.83
195AXSMAXSOME THERAPEUTICS INC.0.00%New2,116$357.65K$169.0252w: $86.99 - $191.50; reported $169.02
196MITKMITEK SYS INC0.00%New26,445$357.01K$13.5052w: $6.93 - $15.61; reported $13.50
197VTOLBRISTOW GROUP INC0.00%New7,483$350.88K$46.8952w: $25.11 - $49.55; reported $46.89
198SKYTSKYWATER TECHNOLOGY INC0.00%New12,715$348.52K$27.4152w: $5.67 - $36.27; reported $27.41
199DNTHDIANTHUS THERAPEUTICS INC0.00%New4,119$345.67K$83.9252w: $13.37 - $88.02; reported $83.92
200TWLOTWILIO INC0.00%Reduce -11.4%2,708$340.72K$125.8252w: $77.51 - $145.90; reported $125.82
201AAALCOA CORP0.00%New4,975$329.99K$66.3352w: $21.53 - $68.40; reported $66.33
202PURRHYPERLIQUID STRATEGIES INC0.00%New62,008$315.62K$5.0952w: $3.01 - $6.63; reported $5.09
203SESSES AI CORPORATION0.00%Reduce -5.3%320,271$308.1K$0.9652w: $0.42 - $3.73; reported $0.96
204MLIMUELLER INDS INC0.00%Add +1.8%2,769$306.81K$110.8052w: $66.84 - $139.29; reported $110.80
205SNDKSANDISK CORP0.00%Reduce -75.7%453$287.81K$635.3452w: $27.89 - $777.60; reported $635.34
206SNSHARKNINJA INC0.00%New2,491$263.8K$105.9052w: $60.50 - $133.99; reported $105.90
207NTRANATERA INC0.00%Reduce -7.8%1,269$253.79K$199.9952w: $125.38 - $256.36; reported $199.99
208FSLRFIRST SOLAR INC0.00%Reduce -84.6%1,275$251.51K$197.2652w: $116.56 - $285.99; reported $197.26
209ITGARTNER INC0.00%Reduce -82.3%1,549$245.28K$158.3552w: $139.18 - $451.73; reported $158.35
210VISTVISTA ENERGY S.A.B. DE C.V.0.00%New3,214$242.56K$75.4752w: $31.63 - $79.20; reported $75.47
211MTSIMACOM TECH SOLUTIONS HLDGS I0.00%New1,063$236.06K$222.0752w: $84.00 - $258.98; reported $222.07
212SMRNUSCALE PWR CORP0.00%Reduce -67.1%21,246$230.31K$10.8452w: $10.01 - $57.42; reported $10.84
213CRMSALESFORCE INC0.00%Reduce -52.9%1,215$226.86K$186.7252w: $174.57 - $296.05; reported $186.72
214AFRMAFFIRM HLDGS INC0.00%Reduce -85.5%4,763$218.24K$45.8252w: $30.90 - $100.00; reported $45.82
215TLNTALEN ENERGY CORP0.00%Reduce -49.4%682$217.72K$319.2352w: $162.31 - $451.28; reported $319.23
216BILSPDR SERIES TRUST0.00%New2,286$209.49K$91.6452w: $91.26 - $91.78; reported $91.64
217QXOQXO INC0.00%New10,692$207.64K$19.4252w: $11.97 - $27.61; reported $19.42
218GGALGRUPO FINANCIERO GALICIA S.A0.00%Reduce -79.5%4,388$204.96K$46.7152w: $25.89 - $66.24; reported $46.71
219LOCOEL POLLO LOCO HLDGS INC0.00%New13,132$182.01K$13.8652w: $8.29 - $14.50; reported $13.86
220NAUTNAUTILUS BIOTECHNOLOGY INC0.00%New40,345$156.54K$3.8852w: $0.62 - $4.31; reported $3.88
221OPENOPENDOOR TECHNOLOGIES INC0.00%New17,474$81.78K$4.6852w: $0.51 - $10.87; reported $4.68
300XERSXERIS BIOPHARMA HOLDINGS INC-Sold0$0No quoteNo quote
299WDAYWORKDAY INC-Sold0$0No quoteNo quote
298WALWESTERN ALLIANCE BANCORP-Sold0$0No quoteNo quote
297VTIVANGUARD INDEX FDS-Sold0$0No quoteNo quote
296UPWKUPWORK INC-Sold0$0No quoteNo quote
295UUNITY SOFTWARE INC-Sold0$0No quoteNo quote
294UNHUNITEDHEALTH GROUP INC-Sold0$0No quoteNo quote
293ULSUL SOLUTIONS INC-Sold0$0No quoteNo quote
292TDUPTHREDUP INC-Sold0$0No quoteNo quote
291TMOTHERMO FISHER SCIENTIFIC INC-Sold0$0No quoteNo quote
290TEMTEMPUS AI INC-Sold0$0No quoteNo quote
289SYMSYMBOTIC INC-Sold0$0No quoteNo quote
288SSYSSTRATASYS LTD-Sold0$0No quoteNo quote
287SOPHSOPHIA GENETICS SA-Sold0$0No quoteNo quote
286SKYWSKYWEST INC-Sold0$0No quoteNo quote
285TTANSERVICETITAN INC-Sold0$0No quoteNo quote
284SBOTSERVE ROBOTICS INC-Sold0$0No quoteNo quote
283ROIVROIVANT SCIENCES LTD-Sold0$0No quoteNo quote
282RRRICHTECH ROBOTICS INC-Sold0$0No quoteNo quote
281RDVTRED VIOLET INC-Sold0$0No quoteNo quote
280PGENPRECIGEN INC-Sold0$0No quoteNo quote
279PRCHPORCH GROUP INC-Sold0$0No quoteNo quote
278PBIPITNEY BOWES INC-Sold0$0No quoteNo quote
277PSNLPERSONALIS INC-Sold0$0No quoteNo quote
276PTONPELOTON INTERACTIVE INC-Sold0$0No quoteNo quote
275PDDPDD HOLDINGS INC-Sold0$0No quoteNo quote
274PYPLPAYPAL HLDGS INC-Sold0$0No quoteNo quote
273PGYPAGAYA TECHNOLOGIES LTD-Sold0$0No quoteNo quote
272PACBPACIFIC BIOSCIENCES CALIF IN-Sold0$0No quoteNo quote
271OSCROSCAR HEALTH INC-Sold0$0No quoteNo quote
270OPFIOPPFI INC-Sold0$0No quoteNo quote
269OLMAOLEMA PHARMACEUTICALS INC-Sold0$0No quoteNo quote
268ODDODDITY TECH LTD-Sold0$0No quoteNo quote
267NRGNRG ENERGY INC-Sold0$0No quoteNo quote
266NMRKNEWMARK GROUP INC-Sold0$0No quoteNo quote
265NAMSNEWAMSTERDAM PHARMA COMPANY-Sold0$0No quoteNo quote
264NSSCNAPCO SEC TECHNOLOGIES INC-Sold0$0No quoteNo quote
263MNDYMONDAY COM LTD-Sold0$0No quoteNo quote
262MESOMESOBLAST LTD-Sold0$0No quoteNo quote
261MEDPMEDPACE HLDGS INC-Sold0$0No quoteNo quote
260MMYTMAKEMYTRIP LIMITED MAURITIUS-Sold0$0No quoteNo quote
259LYFTLYFT INC-Sold0$0No quoteNo quote
258MYTELUXEXPERIENCE BV-Sold0$0No quoteNo quote
257LQDALIQUIDIA CORPORATION-Sold0$0No quoteNo quote
256LMBLIMBACH HLDGS INC-Sold0$0No quoteNo quote
255SWIMLATHAM GROUP INC-Sold0$0No quoteNo quote
254KURAKURA ONCOLOGY INC-Sold0$0No quoteNo quote
253KAROKAROOOOO LTD-Sold0$0No quoteNo quote
252IOOISHARES TR-Sold0$0No quoteNo quote
251IVVISHARES TR-Sold0$0No quoteNo quote
250IHRTIHEARTMEDIA INC-Sold0$0No quoteNo quote
249ICLRICON PLC-Sold0$0No quoteNo quote
248HURNHURON CONSULTING GROUP INC-Sold0$0No quoteNo quote
247HHHHOWARD HUGHES HOLDINGS INC-Sold0$0No quoteNo quote
246HLLYHOLLEY INC-Sold0$0No quoteNo quote
245HQYHEALTHEQUITY INC-Sold0$0No quoteNo quote
244GDYNGRID DYNAMICS HLDGS INC-Sold0$0No quoteNo quote
243GRALGRAIL INC-Sold0$0No quoteNo quote
242GLOBGLOBANT S A-Sold0$0No quoteNo quote
241GPSGAP INC-Sold0$0No quoteNo quote
240ESPRESPERION THERAPEUTICS INC NE-Sold0$0No quoteNo quote
239ZGNERMENEGILDO ZEGNA N V-Sold0$0No quoteNo quote
238EOSEEOS ENERGY ENTERPRISES INC-Sold0$0No quoteNo quote
237CYTKCYTOKINETICS INC-Sold0$0No quoteNo quote
236CRDOCREDO TECHNOLOGY GROUP HOLDI-Sold0$0No quoteNo quote
235CPSCOOPER STD HLDGS INC-Sold0$0No quoteNo quote
234CEGCONSTELLATION ENERGY CORP-Sold0$0No quoteNo quote
233CSIQCANADIAN SOLAR INC-Sold0$0No quoteNo quote
232ADPAUTOMATIC DATA PROCESSING IN-Sold0$0No quoteNo quote
231ADSKAUTODESK INC-Sold0$0No quoteNo quote
230AORTARTIVION INC-Sold0$0No quoteNo quote
229AWIARMSTRONG WORLD INDS INC NEW-Sold0$0No quoteNo quote
228APPNAPPIAN CORP-Sold0$0No quoteNo quote
227AMSCAMERICAN SUPERCONDUCTOR CORP-Sold0$0No quoteNo quote
226ATECALPHATEC HLDGS INC-Sold0$0No quoteNo quote
225AVAVAEROVIRONMENT INC-Sold0$0No quoteNo quote
224ADTADT INC DEL-Sold0$0No quoteNo quote
223AYIACUITY INC-Sold0$0No quoteNo quote
222ABCLABCELLERA BIOLOGICS INC-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.

3SOFISOFI TECHNOLOGIES INCCOMPUTSold0$0
2BWXTBWX TECHNOLOGIES INCCOMPUTSold0$0
1BEBLOOM ENERGY CORPCOM CL APUTSold0$0