whalepapers
Overview/ Polen Capital Management LLC/ Q2 2025

Polen Capital Management LLC

CIK 0001034524 · As of Q2 2025 · filed Aug 13, 2025

Q2 2025

Holdings

240 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$3.05B
9.4%
13,921,840 −3,825,555 −21.6% Reduced
MSFT MICROSOFT CORP
$2.70B
8.3%
5,426,123 −514,983 −8.7% Reduced
ORCL ORACLE CORP
$2.62B
8.0%
11,983,204 −625,897 −5.0% Reduced
V VISA INC-CLASS A SHARES
$1.99B
6.1%
5,611,098 −412,612 −6.8% Reduced
SHOP SHOPIFY INC - CLASS A
$1.69B
5.2%
14,690,160 −579,915 −3.8% Reduced
MA MASTERCARD INC - A
$1.68B
5.2%
2,992,048 −219,161 −6.8% Reduced
ABT ABBOTT LABORATORIES
$1.45B
4.5%
10,669,498 −716,079 −6.3% Reduced
LLY ELI LILLY & CO
$1.35B
4.2%
1,737,910 −16,661 −0.9% Reduced
ZTS ZOETIS INC
$1.31B
4.0%
8,421,026 −375,821 −4.3% Reduced
ADBE ADOBE INC
$1.30B
4.0%
3,356,781 +538,156 +19.1% Added
NOW SERVICENOW INC
$1.21B
3.7%
1,176,895 +227,167 +23.9% Added
GOOG ALPHABET INC-CL C
$1.16B
3.6%
6,562,265 −872,163 −11.7% Reduced
NFLX NETFLIX INC
$1.09B
3.4%
815,234 −72,838 −8.2% Reduced
MSCI MSCI INC
$1.00B
3.1%
1,741,389 −126,749 −6.8% Reduced
AON AON PLC-CLASS A
$979.5M
3.0%
2,745,627 −262,092 −8.7% Reduced
ABNB AIRBNB INC-CLASS A
$973.3M
3.0%
7,354,228 −372,376 −4.8% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$888.1M
2.7%
2,190,348 −132,134 −5.7% Reduced
SBUX STARBUCKS CORP
$885.9M
2.7%
9,668,618 +4,535,178 +88.3% Added
ACN ACCENTURE PLC-CL A
$880.9M
2.7%
2,947,158 −261,320 −8.1% Reduced
WDAY WORKDAY INC-CLASS A
$857.3M
2.6%
3,571,930 −372,576 −9.4% Reduced
PAYC PAYCOM SOFTWARE INC
$670.2M
2.1%
2,896,489 −201,365 −6.5% Reduced
IDXX IDEXX LABORATORIES INC
$641.2M
2.0%
1,195,425 +1,195,425 New
CSGP COSTAR GROUP INC
$556.7M
1.7%
6,923,828 +322,028 +4.9% Added
IT GARTNER INC
$315.0M
1.0%
779,216 −56,306 −6.7% Reduced
MELI MERCADOLIBRE INC
$162.5M
0.5%
62,189 −6,345 −9.3% Reduced
SAP SAP SE-SPONSORED ADR
$147.9M
0.5%
486,471 −56,228 −10.4% Reduced
GOOGL ALPHABET INC-CL A
$109.3M
0.3%
620,019 +9,109 +1.5% Added
WTW WILLIS TOWERS WATSON PLC
$96.3M
0.3%
314,075 −52,464 −14.3% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$95.8M
0.3%
225,609 −159,913 −41.5% Reduced
ICLR ICON PLC
$78.6M
0.2%
540,410 −94,642 −14.9% Reduced
HDB HDFC BANK LTD-ADR
$43.8M
0.1%
570,679 −80,384 −12.3% Reduced
ASML ASML HOLDING NV-NY REG SHS
$35.7M
0.1%
44,525 −8,152 −15.5% Reduced
NU NU HOLDINGS LTD/CAYMAN ISL-A
$34.1M
0.1%
2,486,803 −482,978 −16.3% Reduced
MNDY MONDAY.COM LTD
$30.7M
0.1%
97,575 +26,314 +36.9% Added
ADP AUTOMATIC DATA PROCESSING
$29.2M
0.1%
94,535 −71,991 −43.2% Reduced
ONON ON HOLDING AG-CLASS A
$25.5M
0.1%
489,827 +250,894 +105.0% Added
GLOB GLOBANT SA
$24.8M
0.1%
272,981 −501,437 −64.8% Reduced
SPOT SPOTIFY TECHNOLOGY SA
$22.6M
0.1%
29,446 −9,303 −24.0% Reduced
MDT MEDTRONIC PLC
$20.5M
0.1%
234,886 −394,597 −62.7% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$19.3M
0.1%
991,883 −986,886 −49.9% Reduced
IBN ICICI BANK LTD-SPON ADR
$16.8M
0.1%
500,475 +500,475 New
SE SEA LTD-ADR
$13.4M
0.0%
83,932 +83,932 New
NVO NOVO-NORDISK A/S-SPONS ADR
$12.3M
0.0%
178,669 −823,237 −82.2% Reduced
ACWI ISHARES MSCI ACWI ETF
$11.4M
0.0%
88,558 −296,237 −77.0% Reduced
MMYT MAKEMYTRIP LTD
$10.3M
0.0%
104,962 +104,962 New
AGX ARGAN INC
$9.9M
0.0%
44,821 +44,821 New
WGS GENEDX HOLDINGS CORP
$7.5M
0.0%
80,980 +80,980 New
DLO DLOCAL LTD
$6.9M
0.0%
605,885 −21,666 −3.5% Reduced
PDD PDD HOLDINGS INC
$6.7M
0.0%
64,309 −1,884 −2.8% Reduced
BWXT BWX TECHNOLOGIES INC
$5.9M
0.0%
41,037 +41,037 New
VUG VANGUARD MRNGSTAR GR ETF-SUI
$5.7M
0.0%
12,907 −1,682 −11.5% Reduced
POWL POWELL INDUSTRIES INC
$5.3M
0.0%
25,173 +25,173 New
VSEC VSE CORP
$5.2M
0.0%
39,583 +39,583 New
KARO KAROOOOO LTD
$4.2M
0.0%
84,767 +77,868 +1128.7% Added
IESC IES HOLDINGS INC
$4.1M
0.0%
13,821 +13,821 New
CVNA CARVANA CO
$3.9M
0.0%
11,695 +11,695 New
JOBY JOBY AVIATION INC
$3.8M
0.0%
355,465 +355,465 New
CATH GLOBAL X S&P 500 CA VAL ETF
$3.5M
0.0%
46,993 −6,324 −11.9% Reduced
DAVE DAVE INC
$3.4M
0.0%
12,621 +12,621 New
CCJ CAMECO CORP
$3.4M
0.0%
45,616 +45,616 New
SMR NUSCALE POWER CORP
$3.4M
0.0%
85,426 +85,426 New
SOFI SOFI TECHNOLOGIES INC
$3.1M
0.0%
170,896 +170,896 New
NVDA NVIDIA CORP
$2.7M
0.0%
17,042 +17,042 New
CRS CARPENTER TECHNOLOGY
$2.6M
0.0%
9,475 +9,475 New
ODD ODDITY TECH LTD-CL A
$2.5M
0.0%
33,751 +33,751 New
WRBY WARBY PARKER INC-CLASS A
$2.3M
0.0%
105,204 −41,867 −28.5% Reduced
CVLT COMMVAULT SYSTEMS INC
$2.3M
0.0%
13,142 +13,142 New
IRS IRSA -SP ADR
$2.3M
0.0%
163,598 +163,598 New
CRDO CREDO TECHNOLOGY GROUP HOLDI
$2.3M
0.0%
24,417 +24,417 New
LMB LIMBACH HOLDINGS INC
$2.2M
0.0%
15,717 +15,717 New
TSLA TESLA INC
$2.1M
0.0%
6,722 +6,722 New
HCI HCI GROUP INC
$2.1M
0.0%
13,972 +13,972 New
ACHR ARCHER AVIATION INC-A
$2.1M
0.0%
194,666 +194,666 New
AFRM AFFIRM HOLDINGS INC
$2.1M
0.0%
30,027 +30,027 New
LOMA LOMA NEGRA CIA IND-SPON ADR
$2.1M
0.0%
187,687 +187,687 New
CNM CORE & MAIN INC-CLASS A
$2.1M
0.0%
34,013 −90,940 −72.8% Reduced
ENVX ENOVIX CORP
$2.0M
0.0%
193,681 +193,681 New
BELFB BEL FUSE INC-CL B
$2.0M
0.0%
20,386 +20,386 New
GGAL GRUPO FINANCIERO GALICIA-ADR
$2.0M
0.0%
39,394 +39,394 New
UNH UNITEDHEALTH GROUP INC
$1.9M
0.0%
6,174 −1,031,401 −99.4% Reduced
GPGI GPGI INC
$1.9M
0.0%
135,767 +135,767 New
MOD MODINE MANUFACTURING CO
$1.9M
0.0%
19,366 +19,366 New
EXLS EXLSERVICE HOLDINGS INC
$1.8M
0.0%
42,201 −217,816 −83.8% Reduced
87M REAL BROKERAGE INC
$1.8M
0.0%
401,325 +401,325 New
FTI TECHNIPFMC PLC
$1.8M
0.0%
51,582 +51,582 New
AAPL APPLE INC
$1.7M
0.0%
8,526 −2,672,588 −99.7% Reduced
AMSC AMERICAN SUPERCONDUCTOR CORP
$1.7M
0.0%
47,221 +47,221 New
UBER UBER TECHNOLOGIES INC
$1.7M
0.0%
18,526 +18,526 New
GSHD GOOSEHEAD INSURANCE INC -A
$1.7M
0.0%
16,369 −44,948 −73.3% Reduced
TLN TALEN ENERGY CORP
$1.7M
0.0%
5,826 +5,826 New
FTAI FTAI AVIATION LTD
$1.7M
0.0%
14,662 +14,662 New
PCTY PAYLOCITY HOLDING CORP
$1.7M
0.0%
9,223 −22,115 −70.6% Reduced
ATRO ASTRONICS CORP
$1.7M
0.0%
49,791 +49,791 New
ADPT ADAPTIVE BIOTECHNOLOGIES
$1.7M
0.0%
142,257 +142,257 New
TWLO TWILIO INC - A
$1.7M
0.0%
13,313 +13,313 New
BE BLOOM ENERGY CORP- A
$1.6M
0.0%
68,316 +68,316 New
UTI UNIVERSAL TECHNICAL INSTITUT
$1.6M
0.0%
48,007 +48,007 New
KTOS KRATOS DEFENSE & SECURITY
$1.6M
0.0%
34,531 +34,531 New
SPY SS SPDR S&P 500 ETF TRUST-US
$1.6M
0.0%
2,582 +1,134 +78.3% Added
PRCH PORCH GROUP INC
$1.6M
0.0%
135,022 +135,022 New
CORT CORCEPT THERAPEUTICS INC
$1.6M
0.0%
21,576 +21,576 New
BBIO BRIDGEBIO PHARMA INC
$1.5M
0.0%
35,649 +35,649 New
TMDX TRANSMEDICS GROUP INC
$1.5M
0.0%
11,385 +11,385 New
LTH LIFE TIME GROUP HOLDINGS INC
$1.5M
0.0%
49,143 +49,143 New
IRMD IRADIMED CORP
$1.5M
0.0%
24,889 +24,889 New
PTON PELOTON INTERACTIVE INC-A
$1.5M
0.0%
214,366 +214,366 New
HURN HURON CONSULTING GROUP INC
$1.5M
0.0%
10,568 +10,568 New
MEDP MEDPACE HOLDINGS INC
$1.4M
0.0%
4,608 −19,858 −81.2% Reduced
IOT SAMSARA INC-CL A
$1.4M
0.0%
36,165 +36,165 New
HLNE HAMILTON LANE INC-CLASS A
$1.4M
0.0%
10,061 −42,259 −80.8% Reduced
PGNY PROGYNY INC
$1.4M
0.0%
64,650 −196,856 −75.3% Reduced
CAAP CORP AMERICA AIRPORTS SA
$1.4M
0.0%
68,380 +68,380 New
LRN STRIDE INC
$1.4M
0.0%
9,420 +9,420 New
NSIT INSIGHT ENTERPRISES INC
$1.4M
0.0%
9,897 −32,236 −76.5% Reduced
VCTR VICTORY CAPITAL HOLDING - A
$1.4M
0.0%
21,386 +21,386 New
CRM SALESFORCE INC
$1.4M
0.0%
4,989 −3,268 −39.6% Reduced
SHAK SHAKE SHACK INC - CLASS A
$1.4M
0.0%
9,632 +9,632 New
ACWX ISHARES MSCI ACWI EX US ETF
$1.3M
0.0%
22,082 −36,686 −62.4% Reduced
ROAD CONSTRUCTION PARTNERS INC-A
$1.3M
0.0%
12,583 −22,212 −63.8% Reduced
RDVT RED VIOLET INC
$1.3M
0.0%
27,072 +27,072 New
NGVC NATURAL GROCERS BY VITAMIN C
$1.3M
0.0%
33,669 +33,669 New
CEG CONSTELLATION ENERGY
$1.3M
0.0%
4,010 +4,010 New
RMBS RAMBUS INC
$1.3M
0.0%
20,135 −88,982 −81.5% Reduced
ASPI ASP ISOTOPES INC
$1.3M
0.0%
175,138 +175,138 New
EMBJ EMBRAER SA-SPON ADR
$1.3M
0.0%
22,284 +22,284 New
BBSI BARRETT BUSINESS SVCS INC
$1.3M
0.0%
30,143 +30,143 New
PCT PURECYCLE TECHNOLOGIES INC
$1.3M
0.0%
91,306 +91,306 New
BDC BELDEN INC
$1.2M
0.0%
10,682 −19,983 −65.2% Reduced
OPLN OPENLANE INC
$1.2M
0.0%
50,404 +50,404 New
MIR MIRION TECHNOLOGIES INC
$1.2M
0.0%
57,230 +57,230 New
SKYW SKYWEST INC
$1.2M
0.0%
11,839 +11,839 New
FN FABRINET
$1.2M
0.0%
4,098 −11,151 −73.1% Reduced
OPY OPPENHEIMER HOLDINGS-CL A
$1.2M
0.0%
17,982 +17,982 New
VST VISTRA CORP
$1.2M
0.0%
5,973 +5,973 New
ITRI ITRON INC
$1.1M
0.0%
8,703 +8,703 New
GRAL GRAIL INC
$1.1M
0.0%
21,938 +21,938 New
ESQ ESQUIRE FINANCIAL HOLDINGS I
$1.1M
0.0%
11,692 +11,692 New
FVRR FIVERR INTERNATIONAL LTD
$1.1M
0.0%
36,223 +36,223 New
IE IVANHOE ELECTRIC INC / US
$1.0M
0.0%
114,545 +114,545 New
OSCR OSCAR HEALTH INC - CLASS A
$1.0M
0.0%
48,000 +48,000 New
SUPV GRUPO SUPERVIELLE SA-SP ADR
$1.0M
0.0%
97,077 +97,077 New
CW CURTISS-WRIGHT CORP
$1.0M
0.0%
2,095 +2,095 New
OLLI OLLIE'S BARGAIN OUTLET HOLDI
$1.0M
0.0%
7,749 −1,249 −13.9% Reduced
BROS DUTCH BROS INC-CLASS A
$1.0M
0.0%
14,663 −53,461 −78.5% Reduced
SFM SPROUTS FARMERS MARKET INC
$999K
0.0%
6,068 +6,068 New
CAKE CHEESECAKE FACTORY INC
$997K
0.0%
15,904 +15,904 New
NRG NRG ENERGY INC
$985K
0.0%
6,132 +6,132 New
LQDT LIQUIDITY SERVICES INC
$958K
0.0%
40,628 +40,628 New
SSYS STRATASYS LTD
$937K
0.0%
81,732 +81,732 New
WSC WILLSCOT HOLDINGS CORP
$937K
0.0%
34,182 −82,735 −70.8% Reduced
PLPC PREFORMED LINE PRODUCTS CO
$903K
0.0%
5,652 +5,652 New
PTGX PROTAGONIST THERAPEUTICS INC
$884K
0.0%
15,999 +15,999 New
W WAYFAIR INC- CLASS A
$884K
0.0%
17,286 +17,286 New
HQY HEALTHEQUITY INC
$864K
0.0%
8,243 +8,243 New
OPFI OPPFI INC
$850K
0.0%
60,773 +60,773 New
ARLO ARLO TECHNOLOGIES INC
$834K
0.0%
49,190 +49,190 New
STRL STERLING INFRASTRUCTURE INC
$823K
0.0%
3,569 +3,569 New
METC RAMACO RESOURCES INC-A
$817K
0.0%
62,205 +62,205 New
MIRM MIRUM PHARMACEUTICALS INC
$789K
0.0%
15,507 +15,507 New
IBP INSTALLED BUILDING PRODUCTS
$782K
0.0%
4,335 −11,315 −72.3% Reduced
SYM SYMBOTIC INC
$777K
0.0%
20,003 +20,003 New
RVLV REVOLVE GROUP INC
$764K
0.0%
38,091 −122,191 −76.2% Reduced
AXON AXON ENTERPRISE INC
$763K
0.0%
922 +922 New
SWIM LATHAM GROUP INC
$761K
0.0%
119,217 +119,217 New
WLFC WILLIS LEASE FINANCE CORP
$753K
0.0%
5,277 +5,277 New
PBI PITNEY BOWES INC
$744K
0.0%
68,222 +68,222 New
PGY PAGAYA TECHNOLOGIES LTD -A
$735K
0.0%
34,483 +34,483 New
HNST HONEST CO INC
$733K
0.0%
144,048 +144,048 New
MAREX GROUP PLC
$731K
0.0%
18,523 +18,523 New
KRNT KORNIT DIGITAL LTD
$718K
0.0%
36,065 +36,065 New
VT VANGUARD TOT WORLD STK ETF
$711K
0.0%
5,534 −5,425 −49.5% Reduced
TIGO MILLICOM INTL CELLULAR S.A.
$703K
0.0%
18,753 +18,753 New
EVER EVERQUOTE INC - CLASS A
$697K
0.0%
28,806 +28,806 New
HIMS HIMS & HERS HEALTH INC
$695K
0.0%
13,949 +13,949 New
NTNX NUTANIX INC - A
$689K
0.0%
9,011 +9,011 New
VIST VISTA ENERGY SAB DE CV
$672K
0.0%
14,062 +14,062 New
PLNT PLANET FITNESS INC - CL A
$637K
0.0%
5,842 +5,842 New
NYAX NAYAX LTD
$635K
0.0%
12,634 +12,634 New
XERS XERIS BIOPHARMA HOLDINGS INC
$621K
0.0%
132,994 +132,994 New
ADT ADT INC
$618K
0.0%
72,926 +72,926 New
LASR NLIGHT INC
$599K
0.0%
30,425 +30,425 New
BKD BROOKDALE SENIOR LIVING INC
$585K
0.0%
84,013 +84,013 New
NTES NETEASE INC-ADR
$571K
0.0%
4,242 −79 −1.8% Reduced
ALKT ALKAMI TECHNOLOGY INC
$570K
0.0%
18,915 +18,915 New
LVS LAS VEGAS SANDS CORP
$569K
0.0%
13,066 −126,553 −90.6% Reduced
ADMA ADMA BIOLOGICS INC
$554K
0.0%
30,412 +30,412 New
NTRA NATERA INC
$544K
0.0%
3,223 +3,223 New
TGTX TG THERAPEUTICS INC
$532K
0.0%
14,768 +14,768 New
GH GUARDANT HEALTH INC
$530K
0.0%
10,183 +10,183 New
RBBN RIBBON COMMUNICATIONS INC
$522K
0.0%
130,188 +130,188 New
CECO CECO ENVIRONMENTAL CORP
$519K
0.0%
18,317 +18,317 New
MLR MILLER INDUSTRIES INC/TENN
$513K
0.0%
11,530 +11,530 New
SGOV ISHARES 0-3 MONTH TREASURY B
$501K
0.0%
4,972 −18,327 −78.7% Reduced
PHR PHREESIA INC
$494K
0.0%
17,363 +17,363 New
SITM SITIME CORP
$493K
0.0%
2,312 +2,312 New
CPF CENTRAL PACIFIC FINANCIAL CO
$482K
0.0%
17,212 +17,212 New
ELF ELF BEAUTY INC
$481K
0.0%
3,864 −65,461 −94.4% Reduced
ASCENDIS PHARMA A/S
$469K
0.0%
2,719 +2,719 New
HLI HOULIHAN LOKEY INC
$460K
0.0%
2,555 −29,740 −92.1% Reduced
AYI ACUITY INC
$459K
0.0%
1,540 +1,540 New
RHLD RESOLUTE HOLDINGS MANAG
$457K
0.0%
14,337 +14,337 New
ASTE ASTEC INDUSTRIES INC
$457K
0.0%
10,956 +10,956 New
ADSK AUTODESK INC
$433K
0.0%
1,399 −1,056 −43.0% Reduced
YPF YPF S.A.-SPONSORED ADR
$431K
0.0%
13,701 +13,701 New
TEM TEMPUS AI INC-CL A
$429K
0.0%
6,759 +6,759 New
GATES INDL CORP PLC
$429K
0.0%
18,615 +18,615 New
WAL WESTERN ALLIANCE BANCORP
$428K
0.0%
5,483 +5,483 New
ALSN ALLISON TRANSMISSION HOLDING
$417K
0.0%
4,389 +4,389 New
TDUP THREDUP INC - CLASS A
$397K
0.0%
52,989 +52,989 New
FSV FIRSTSERVICE CORP
$392K
0.0%
2,247 −27,401 −92.4% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$390K
0.0%
41,498 −503,155 −92.4% Reduced
ATEC ALPHATEC HOLDINGS INC
$380K
0.0%
34,192 +34,192 New
OCS OCULIS HOLDING AG
$378K
0.0%
19,472 +19,472 New
KRUS KURA SUSHI USA INC-CLASS A
$377K
0.0%
4,379 +4,379 New
TTAN SERVICETITAN INC-A
$371K
0.0%
3,461 +3,461 New
AIT APPLIED INDUSTRIAL TECH INC
$364K
0.0%
1,565 −19,595 −92.6% Reduced
DOCS DOXIMITY INC-CLASS A
$363K
0.0%
5,915 +5,915 New
GNRC GENERAC HOLDINGS INC
$362K
0.0%
2,530 −30,879 −92.4% Reduced
AXSM AXSOME THERAPEUTICS INC
$337K
0.0%
3,232 +3,232 New
SG SWEETGREEN INC - CLASS A
$337K
0.0%
22,651 +22,651 New
PLTR PALANTIR TECHNOLOGIES INC-A
$334K
0.0%
2,449 +2,449 New
PNTG PENNANT GROUP INC
$327K
0.0%
10,960 +10,960 New
TREX TREX COMPANY INC
$324K
0.0%
5,961 −72,781 −92.4% Reduced
PYPL PAYPAL HOLDINGS INC
$314K
0.0%
4,228 −715 −14.5% Reduced
HEPS D-MARKET ELECTRONIC SERV-ADR
$310K
0.0%
114,817 +114,817 New
2GH MERUS NV
$307K
0.0%
5,834 +5,834 New
SION SIONNA THERAPEUTICS INC
$295K
0.0%
16,975 +16,975 New
INTA INTAPP INC
$289K
0.0%
5,595 +5,595 New
AEHR AEHR TEST SYSTEMS
$272K
0.0%
21,000 +21,000 New
BL BLACKLINE INC
$270K
0.0%
4,763 −50,336 −91.4% Reduced
BFLY BUTTERFLY NETWORK INC
$270K
0.0%
134,802 +134,802 New
XMTR XOMETRY INC-A
$260K
0.0%
7,702 +7,702 New
NKE NIKE INC -CL B
$260K
0.0%
3,654 −2,555 −41.1% Reduced
CWAN CLEARWATER ANALYTICS HDS-A
$258K
0.0%
11,785 −113,107 −90.6% Reduced
LUXE LUXEXPERIENCE BV
$242K
0.0%
30,459 +30,459 New
RGEN REPLIGEN CORP
$238K
0.0%
1,917 −28,985 −93.8% Reduced
AAON AAON INC
$236K
0.0%
3,203 −46,263 −93.5% Reduced
IVV ISHARES CORE S&P 500 ETF
$220K
0.0%
355 +355 New
SITE SITEONE LANDSCAPE SUPPLY INC
$220K
0.0%
1,821 −19,517 −91.5% Reduced
QLYS QUALYS INC
$207K
0.0%
1,452 −15,290 −91.3% Reduced

Sold positions

28 closed in Q2 2025 · shares & value as of prior filing
Holding Shares sold Prior value
YUMC YUM CHINA HOLDINGS INC
86,045 $4.5M
EPAM EPAM SYSTEMS INC
16,512 $2.8M
TECH BIO-TECHNE CORP
46,314 $2.7M
KNSL KINSALE CAPITAL GROUP INC
4,262 $2.1M
IWM ISHARES RUSSELL 2000 ETF
10,362 $2.1M
POOL POOL CORP
5,617 $1.8M
BLD* TOPBUILD CORP
4,931 $1.5M
DT DYNATRACE INC
26,718 $1.3M
SKIL SKILLSOFT CORP
57,172 $1.1M
MORN MORNINGSTAR INC
3,534 $1.1M
ENTG ENTEGRIS INC
11,539 $1.0M
LGIH LGI HOMES INC
14,523 $965K
CIGI COLLIERS INTL GR-SUBORD VOT
7,933 $962K
AMN AMN HEALTHCARE SERVICES INC
38,564 $943K
MKTX MARKETAXESS HOLDINGS INC
4,046 $875K
SAIA SAIA INC
2,464 $861K
BWMN BOWMAN CONSULTING GROUP LTD
35,417 $773K
BSY BENTLEY SYSTEMS INC-CLASS B
19,464 $766K
FND FLOOR & DECOR HOLDINGS INC-A
8,924 $718K
BIL SS SPDR BB 1-3M T-BILL ETF
5,242 $481K
P EVERPURE INC-A
9,597 $425K
TTEK TETRA TECH INC
14,061 $411K
IWO ISHARES RUSSELL 2000 GROWTH
1,528 $391K
MANH MANHATTAN ASSOCIATES INC
2,226 $385K
FIX COMFORT SYSTEMS USA INC
1,166 $376K
WING WINGSTOP INC
1,476 $333K
IOO ISHARES GLOBAL 100 ETF
2,474 $306K
CLBT CELLEBRITE DI LTD
14,849 $289K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.