whalepapers
Overview/ Polen Capital Management LLC/ Q3 2025

Polen Capital Management LLC

CIK 0001034524 · As of Q3 2025 · filed Nov 12, 2025

Q3 2025

Holdings

232 positions · Δ vs prior quarter
ORCL ORACLE CORP
$2.61B
8.5%
9,288,638 −2,694,566 −22.5% Reduced
MSFT MICROSOFT CORP
$2.60B
8.4%
5,020,158 −405,965 −7.5% Reduced
AMZN AMAZON.COM INC
$2.47B
8.0%
11,246,528 −2,675,312 −19.2% Reduced
SHOP SHOPIFY INC - CLASS A
$1.64B
5.3%
11,060,906 −3,629,254 −24.7% Reduced
MA MASTERCARD INC - A
$1.56B
5.1%
2,741,243 −250,805 −8.4% Reduced
V VISA INC-CLASS A SHARES
$1.48B
4.8%
4,340,224 −1,270,874 −22.6% Reduced
AVGO BROADCOM INC
$1.48B
4.8%
4,485,854 +4,485,854 New
LLY ELI LILLY & CO
$1.24B
4.0%
1,622,967 −114,943 −6.6% Reduced
NVDA NVIDIA CORP
$1.17B
3.8%
6,297,034 +6,279,992 +36850.1% Added
GOOG ALPHABET INC-CL C
$1.13B
3.7%
4,640,242 −1,922,023 −29.3% Reduced
ZTS ZOETIS INC
$1.10B
3.6%
7,516,911 −904,115 −10.7% Reduced
NOW SERVICENOW INC
$1.03B
3.4%
1,124,076 −52,819 −4.5% Reduced
ABT ABBOTT LABORATORIES
$993.9M
3.2%
7,420,604 −3,248,894 −30.5% Reduced
MSCI MSCI INC
$898.7M
2.9%
1,583,939 −157,450 −9.0% Reduced
AON AON PLC-CLASS A
$887.9M
2.9%
2,490,167 −255,460 −9.3% Reduced
SBUX STARBUCKS CORP
$751.3M
2.4%
8,881,141 −787,477 −8.1% Reduced
IDXX IDEXX LABORATORIES INC
$720.1M
2.3%
1,127,147 −68,278 −5.7% Reduced
ADBE ADOBE INC
$655.1M
2.1%
1,857,198 −1,499,583 −44.7% Reduced
ACN ACCENTURE PLC-CL A
$607.1M
2.0%
2,461,759 −485,399 −16.5% Reduced
NFLX NETFLIX INC
$574.1M
1.9%
478,880 −336,354 −41.3% Reduced
PAYC PAYCOM SOFTWARE INC
$548.7M
1.8%
2,636,423 −260,066 −9.0% Reduced
BSX BOSTON SCIENTIFIC CORP
$546.6M
1.8%
5,598,286 +5,598,286 New
CSGP COSTAR GROUP INC
$538.4M
1.7%
6,380,909 −542,919 −7.8% Reduced
SNPS SYNOPSYS INC
$515.5M
1.7%
1,044,800 +1,044,800 New
ABNB AIRBNB INC-CLASS A
$482.6M
1.6%
3,974,571 −3,379,657 −46.0% Reduced
INTU INTUIT INC
$451.9M
1.5%
661,727 +661,727 New
WDAY WORKDAY INC-CLASS A
$448.3M
1.5%
1,862,271 −1,709,659 −47.9% Reduced
UBER UBER TECHNOLOGIES INC
$447.8M
1.5%
4,570,653 +4,552,127 +24571.6% Added
MELI MERCADOLIBRE INC
$115.7M
0.4%
49,515 −12,674 −20.4% Reduced
GOOGL ALPHABET INC-CL A
$115.1M
0.4%
473,431 −146,588 −23.6% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$106.7M
0.3%
227,851 +2,242 +1.0% Added
SAP SAP SE-SPONSORED ADR
$92.2M
0.3%
344,952 −141,519 −29.1% Reduced
ICLR ICON PLC
$77.6M
0.3%
443,461 −96,949 −17.9% Reduced
WTW WILLIS TOWERS WATSON PLC
$75.9M
0.2%
219,784 −94,291 −30.0% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$55.5M
0.2%
114,513 −2,075,835 −94.8% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$49.5M
0.2%
177,059 +177,059 New
ACWI ISHARES MSCI ACWI ETF
$26.3M
0.1%
190,449 +101,891 +115.1% Added
NU NU HOLDINGS LTD/CAYMAN ISL-A
$24.7M
0.1%
1,541,162 −945,641 −38.0% Reduced
MNDY MONDAY.COM LTD
$24.4M
0.1%
125,811 +28,236 +28.9% Added
HDB HDFC BANK LTD-ADR
$20.3M
0.1%
593,360 +22,681 +4.0% Added
ASML ASML HOLDING NV-NY REG SHS
$19.2M
0.1%
19,797 −24,728 −55.5% Reduced
HYG ISHR IBX USD HIYLD CB ETF-UI
$16.2M
0.1%
200,000 +200,000 New
TME TENCENT MUSIC ENTERTAINM-ADR
$13.1M
0.0%
561,433 −430,450 −43.4% Reduced
SE SEA LTD-ADR
$12.6M
0.0%
70,233 −13,699 −16.3% Reduced
MDT MEDTRONIC PLC
$11.9M
0.0%
124,956 −109,930 −46.8% Reduced
BE BLOOM ENERGY CORP- A
$11.1M
0.0%
131,390 +63,074 +92.3% Added
ONON ON HOLDING AG-CLASS A
$10.9M
0.0%
258,374 −231,453 −47.3% Reduced
AGX ARGAN INC
$10.1M
0.0%
37,533 −7,288 −16.3% Reduced
DLO DLOCAL LTD
$10.0M
0.0%
699,379 +93,494 +15.4% Added
RSP INVESCO S&P 500 EQUAL WEIGHT
$8.5M
0.0%
44,774 +44,774 New
PDD PDD HOLDINGS INC
$8.4M
0.0%
63,283 −1,026 −1.6% Reduced
MMYT MAKEMYTRIP LTD
$8.2M
0.0%
87,289 −17,673 −16.8% Reduced
GLOB GLOBANT SA
$7.8M
0.0%
135,108 −137,873 −50.5% Reduced
SPOT SPOTIFY TECHNOLOGY SA
$7.7M
0.0%
11,075 −18,371 −62.4% Reduced
WGS GENEDX HOLDINGS CORP
$7.3M
0.0%
68,169 −12,811 −15.8% Reduced
VIST VISTA ENERGY SAB DE CV
$7.3M
0.0%
210,976 +196,914 +1400.3% Added
POWL POWELL INDUSTRIES INC
$7.1M
0.0%
23,357 −1,816 −7.2% Reduced
IBN ICICI BANK LTD-SPON ADR
$6.8M
0.0%
224,267 −276,208 −55.2% Reduced
BWXT BWX TECHNOLOGIES INC
$6.8M
0.0%
36,748 −4,289 −10.5% Reduced
METC RAMACO RESOURCES INC-A
$6.1M
0.0%
182,332 +120,127 +193.1% Added
VSEC VSE CORP
$5.7M
0.0%
34,420 −5,163 −13.0% Reduced
VUG VANGUARD MRNGSTAR GR ETF-SUI
$5.6M
0.0%
11,625 −1,282 −9.9% Reduced
JOBY JOBY AVIATION INC
$5.1M
0.0%
318,267 −37,198 −10.5% Reduced
IESC IES HOLDINGS INC
$4.8M
0.0%
12,144 −1,677 −12.1% Reduced
KARO KAROOOOO LTD
$4.7M
0.0%
82,608 −2,159 −2.5% Reduced
MOD MODINE MANUFACTURING CO
$4.6M
0.0%
32,523 +13,157 +67.9% Added
ADPT ADAPTIVE BIOTECHNOLOGIES
$4.4M
0.0%
291,197 +148,940 +104.7% Added
ACWX ISHARES MSCI ACWI EX US ETF
$4.0M
0.0%
61,612 +39,530 +179.0% Added
CVNA CARVANA CO
$3.9M
0.0%
10,456 −1,239 −10.6% Reduced
AAPL APPLE INC
$3.9M
0.0%
15,355 +6,829 +80.1% Added
TSLA TESLA INC
$3.8M
0.0%
8,590 +1,868 +27.8% Added
SOFI SOFI TECHNOLOGIES INC
$3.8M
0.0%
143,218 −27,678 −16.2% Reduced
PRCH PORCH GROUP INC
$3.6M
0.0%
217,423 +82,401 +61.0% Added
AMPX AMPRIUS TECHNOLOGIES INC
$3.6M
0.0%
339,427 +339,427 New
HCI HCI GROUP INC
$3.5M
0.0%
18,168 +4,196 +30.0% Added
CCJ CAMECO CORP
$3.2M
0.0%
38,622 −6,994 −15.3% Reduced
QQEW FIRST TR NASDAQ-100 SEL EQ
$3.2M
0.0%
22,529 +22,529 New
CECO CECO ENVIRONMENTAL CORP
$3.1M
0.0%
60,223 +41,906 +228.8% Added
SMR NUSCALE POWER CORP
$3.0M
0.0%
83,543 −1,883 −2.2% Reduced
PTON PELOTON INTERACTIVE INC-A
$2.9M
0.0%
324,372 +110,006 +51.3% Added
AMSC AMERICAN SUPERCONDUCTOR CORP
$2.8M
0.0%
47,291 +70 +0.1% Added
BELFB BEL FUSE INC-CL B
$2.8M
0.0%
19,539 −847 −4.2% Reduced
W WAYFAIR INC- CLASS A
$2.7M
0.0%
29,861 +12,575 +72.7% Added
VO VNGRD MRNGSTR MD-CAP ETF-USD
$2.6M
0.0%
8,690 +8,690 New
CATH GLOBAL X S&P 500 CA VAL ETF
$2.5M
0.0%
30,866 −16,127 −34.3% Reduced
DAVE DAVE INC
$2.5M
0.0%
12,429 −192 −1.5% Reduced
FSLR FIRST SOLAR INC
$2.5M
0.0%
11,214 +11,214 New
ATRO ASTRONICS CORP
$2.5M
0.0%
53,993 +4,202 +8.4% Added
IT GARTNER INC
$2.4M
0.0%
9,284 −769,932 −98.8% Reduced
AFRM AFFIRM HOLDINGS INC
$2.4M
0.0%
33,096 +3,069 +10.2% Added
IE IVANHOE ELECTRIC INC / US
$2.4M
0.0%
188,274 +73,729 +64.4% Added
CORT CORCEPT THERAPEUTICS INC
$2.4M
0.0%
28,363 +6,787 +31.5% Added
PGY PAGAYA TECHNOLOGIES LTD -A
$2.3M
0.0%
75,870 +41,387 +120.0% Added
ASPI ASP ISOTOPES INC
$2.2M
0.0%
232,913 +57,775 +33.0% Added
KTOS KRATOS DEFENSE & SECURITY
$2.2M
0.0%
23,719 −10,812 −31.3% Reduced
IRMD IRADIMED CORP
$2.0M
0.0%
28,459 +3,570 +14.3% Added
FTI TECHNIPFMC PLC
$2.0M
0.0%
50,920 −662 −1.3% Reduced
CVLT COMMVAULT SYSTEMS INC
$2.0M
0.0%
10,395 −2,747 −20.9% Reduced
HHH HOWARD HUGHES HOLDINGS INC
$2.0M
0.0%
23,823 +23,823 New
BBIO BRIDGEBIO PHARMA INC
$1.9M
0.0%
36,164 +515 +1.4% Added
WRBY WARBY PARKER INC-CLASS A
$1.8M
0.0%
66,730 −38,474 −36.6% Reduced
FTAI FTAI AVIATION LTD
$1.8M
0.0%
10,805 −3,857 −26.3% Reduced
MIR MIRION TECHNOLOGIES INC
$1.8M
0.0%
76,119 +18,889 +33.0% Added
TLN TALEN ENERGY CORP
$1.7M
0.0%
4,032 −1,794 −30.8% Reduced
LRN STRIDE INC
$1.7M
0.0%
11,233 +1,813 +19.2% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$1.7M
0.0%
2,507 −75 −2.9% Reduced
BBSI BARRETT BUSINESS SVCS INC
$1.6M
0.0%
36,833 +6,690 +22.2% Added
RDVT RED VIOLET INC
$1.6M
0.0%
30,233 +3,161 +11.7% Added
ODD ODDITY TECH LTD-CL A
$1.6M
0.0%
24,909 −8,842 −26.2% Reduced
LASR NLIGHT INC
$1.5M
0.0%
51,818 +21,393 +70.3% Added
LMB LIMBACH HOLDINGS INC
$1.5M
0.0%
15,740 +23 +0.1% Added
HURN HURON CONSULTING GROUP INC
$1.5M
0.0%
10,298 −270 −2.6% Reduced
RHLD RESOLUTE HOLDINGS MANAG
$1.5M
0.0%
20,915 +6,578 +45.9% Added
CRS CARPENTER TECHNOLOGY
$1.5M
0.0%
6,087 −3,388 −35.8% Reduced
CRDO CREDO TECHNOLOGY GROUP HOLDI
$1.5M
0.0%
10,104 −14,313 −58.6% Reduced
BKD BROOKDALE SENIOR LIVING INC
$1.4M
0.0%
166,855 +82,842 +98.6% Added
CEG CONSTELLATION ENERGY
$1.4M
0.0%
4,199 +189 +4.7% Added
ROAD CONSTRUCTION PARTNERS INC-A
$1.4M
0.0%
10,873 −1,710 −13.6% Reduced
OPLN OPENLANE INC
$1.4M
0.0%
47,742 −2,662 −5.3% Reduced
TEM TEMPUS AI INC-CL A
$1.4M
0.0%
16,845 +10,086 +149.2% Added
ABCL ABCELLERA BIOLOGICS INC
$1.4M
0.0%
269,248 +269,248 New
PTGX PROTAGONIST THERAPEUTICS INC
$1.4M
0.0%
20,325 +4,326 +27.0% Added
SWIM LATHAM GROUP INC
$1.3M
0.0%
166,689 +47,472 +39.8% Added
SKYW SKYWEST INC
$1.2M
0.0%
12,199 +360 +3.0% Added
PCT PURECYCLE TECHNOLOGIES INC
$1.2M
0.0%
92,364 +1,058 +1.2% Added
OPY OPPENHEIMER HOLDINGS-CL A
$1.2M
0.0%
16,343 −1,639 −9.1% Reduced
EMBJ EMBRAER SA-SPON ADR
$1.2M
0.0%
19,858 −2,426 −10.9% Reduced
ESQ ESQUIRE FINANCIAL HOLDINGS I
$1.2M
0.0%
11,709 +17 +0.1% Added
VCTR VICTORY CAPITAL HOLDING - A
$1.2M
0.0%
18,135 −3,251 −15.2% Reduced
IRS IRSA -SP ADR
$1.1M
0.0%
95,306 −68,292 −41.7% Reduced
LQDT LIQUIDITY SERVICES INC
$1.1M
0.0%
40,688 +60 +0.1% Added
STRL STERLING INFRASTRUCTURE INC
$1.1M
0.0%
3,273 −296 −8.3% Reduced
PLPC PREFORMED LINE PRODUCTS CO
$1.1M
0.0%
5,660 +8 +0.1% Added
XERS XERIS BIOPHARMA HOLDINGS INC
$1.1M
0.0%
133,191 +197 +0.1% Added
GH GUARDANT HEALTH INC
$1.1M
0.0%
17,271 +7,088 +69.6% Added
2GH MERUS NV
$1.1M
0.0%
11,460 +5,626 +96.4% Added
TDUP THREDUP INC - CLASS A
$1.0M
0.0%
110,370 +57,381 +108.3% Added
CW CURTISS-WRIGHT CORP
$1.0M
0.0%
1,909 −186 −8.9% Reduced
ARLO ARLO TECHNOLOGIES INC
$1.0M
0.0%
60,486 +11,296 +23.0% Added
PBI PITNEY BOWES INC
$1.0M
0.0%
88,476 +20,254 +29.7% Added
GRAL GRAIL INC
$986K
0.0%
16,673 −5,265 −24.0% Reduced
87M REAL BROKERAGE INC
$981K
0.0%
234,626 −166,699 −41.5% Reduced
MIRM MIRUM PHARMACEUTICALS INC
$978K
0.0%
13,339 −2,168 −14.0% Reduced
NRG NRG ENERGY INC
$973K
0.0%
6,009 −123 −2.0% Reduced
YOU CLEAR SECURE INC -CLASS A
$964K
0.0%
28,871 +28,871 New
SION SIONNA THERAPEUTICS INC
$919K
0.0%
31,258 +14,283 +84.1% Added
LTH LIFE TIME GROUP HOLDINGS INC
$904K
0.0%
32,740 −16,403 −33.4% Reduced
CRM SALESFORCE INC
$889K
0.0%
3,752 −1,237 −24.8% Reduced
ASTE ASTEC INDUSTRIES INC
$872K
0.0%
18,108 +7,152 +65.3% Added
ELF ELF BEAUTY INC
$858K
0.0%
6,478 +2,614 +67.7% Added
TIGO MILLICOM INTL CELLULAR S.A.
$857K
0.0%
17,662 −1,091 −5.8% Reduced
UTI UNIVERSAL TECHNICAL INSTITUT
$822K
0.0%
25,247 −22,760 −47.4% Reduced
CAAP CORP AMERICA AIRPORTS SA
$791K
0.0%
43,651 −24,729 −36.2% Reduced
ACHR ARCHER AVIATION INC-A
$781K
0.0%
81,485 −113,181 −58.1% Reduced
CAKE CHEESECAKE FACTORY INC
$777K
0.0%
14,226 −1,678 −10.6% Reduced
AX AXOS FINANCIAL INC
$777K
0.0%
9,179 +9,179 New
REAL REALREAL INC
$766K
0.0%
72,088 +72,088 New
ATEC ALPHATEC HOLDINGS INC
$752K
0.0%
51,700 +17,508 +51.2% Added
PG PROCTER & GAMBLE CO
$745K
0.0%
4,850 +4,850 New
ADP AUTOMATIC DATA PROCESSING
$722K
0.0%
2,461 −92,074 −97.4% Reduced
HIMS HIMS & HERS HEALTH INC
$716K
0.0%
12,624 −1,325 −9.5% Reduced
AEHR AEHR TEST SYSTEMS
$702K
0.0%
23,308 +2,308 +11.0% Added
KO COCA-COLA CO
$696K
0.0%
10,490 +10,490 New
GPGI GPGI INC
$695K
0.0%
33,395 −102,372 −75.4% Reduced
OPFI OPPFI INC
$691K
0.0%
60,986 +213 +0.4% Added
ADT ADT INC
$681K
0.0%
78,137 +5,211 +7.1% Added
SRRK SCHOLAR ROCK HOLDING CORP
$673K
0.0%
18,060 +18,060 New
SES SES AI CORP
$667K
0.0%
399,134 +399,134 New
NTNX NUTANIX INC - A
$656K
0.0%
8,820 −191 −2.1% Reduced
TMDX TRANSMEDICS GROUP INC
$638K
0.0%
5,690 −5,695 −50.0% Reduced
PEP PEPSICO INC
$636K
0.0%
4,528 +4,528 New
VT VANGUARD TOT WORLD STK ETF
$632K
0.0%
4,586 −948 −17.1% Reduced
SSYS STRATASYS LTD
$592K
0.0%
52,828 −28,904 −35.4% Reduced
WAL WESTERN ALLIANCE BANCORP
$577K
0.0%
6,652 +1,169 +21.3% Added
NGVC NATURAL GROCERS BY VITAMIN C
$571K
0.0%
14,277 −19,392 −57.6% Reduced
CHEF CHEFS' WAREHOUSE INC
$554K
0.0%
9,493 +9,493 New
AYI ACUITY INC
$552K
0.0%
1,603 +63 +4.1% Added
ASCENDIS PHARMA A/S
$550K
0.0%
2,766 +47 +1.7% Added
NSSC NAPCO SECURITY TECHNOLOGIES
$540K
0.0%
12,567 +12,567 New
VST VISTRA CORP
$534K
0.0%
2,727 −3,246 −54.3% Reduced
DOCS DOXIMITY INC-CLASS A
$527K
0.0%
7,211 +1,296 +21.9% Added
CPF CENTRAL PACIFIC FINANCIAL CO
$523K
0.0%
17,237 +25 +0.1% Added
UNH UNITEDHEALTH GROUP INC
$512K
0.0%
1,483 −4,691 −76.0% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$509K
0.0%
2,850 +2,850 New
MCD MCDONALD'S CORP
$504K
0.0%
1,659 +1,659 New
Z ZILLOW GROUP INC - C
$504K
0.0%
6,539 +6,539 New
MLI MUELLER INDUSTRIES INC
$503K
0.0%
4,977 +4,977 New
SGOV ISHARES 0-3 MONTH TREASURY B
$501K
0.0%
4,972 Held
P EVERPURE INC-A
$500K
0.0%
5,963 +5,963 New
GATES INDL CORP PLC
$480K
0.0%
19,344 +729 +3.9% Added
CAVA CAVA GROUP INC
$479K
0.0%
7,922 +7,922 New
EVER EVERQUOTE INC - CLASS A
$477K
0.0%
20,871 −7,935 −27.5% Reduced
NTRA NATERA INC
$471K
0.0%
2,926 −297 −9.2% Reduced
SYM SYMBOTIC INC
$452K
0.0%
8,385 −11,618 −58.1% Reduced
XMTR XOMETRY INC-A
$452K
0.0%
8,290 +588 +7.6% Added
BIDU BAIDU INC - SPON ADR
$450K
0.0%
3,413 +3,413 New
MVST MICROVAST HOLDINGS INC
$436K
0.0%
113,150 +113,150 New
NYAX NAYAX LTD
$434K
0.0%
9,124 −3,510 −27.8% Reduced
ADSK AUTODESK INC
$414K
0.0%
1,302 −97 −6.9% Reduced
OSCR OSCAR HEALTH INC - CLASS A
$408K
0.0%
21,536 −26,464 −55.1% Reduced
MEDP MEDPACE HOLDINGS INC
$407K
0.0%
792 −3,816 −82.8% Reduced
IHRT IHEARTMEDIA INC - CLASS A
$407K
0.0%
141,709 +141,709 New
NTES NETEASE INC-ADR
$406K
0.0%
2,669 −1,573 −37.1% Reduced
META META PLATFORMS INC-CLASS A
$395K
0.0%
538 +538 New
AVAV AEROVIRONMENT INC
$357K
0.0%
1,135 +1,135 New
KOD KODIAK SCIENCES INC
$353K
0.0%
21,567 +21,567 New
WLFC WILLIS LEASE FINANCE CORP
$353K
0.0%
2,572 −2,705 −51.3% Reduced
VOE VNGRD MRNGSTR MD-CAP VAL ETF
$349K
0.0%
2,000 +2,000 New
U UNITY SOFTWARE INC
$346K
0.0%
8,635 +8,635 New
RBBN RIBBON COMMUNICATIONS INC
$332K
0.0%
87,246 −42,942 −33.0% Reduced
SG SWEETGREEN INC - CLASS A
$320K
0.0%
40,133 +17,482 +77.2% Added
ALNY ALNYLAM PHARMACEUTICALS INC
$316K
0.0%
693 +693 New
TWLO TWILIO INC - A
$301K
0.0%
3,011 −10,302 −77.4% Reduced
LUXE LUXEXPERIENCE BV
$259K
0.0%
30,504 +45 +0.1% Added
PYPL PAYPAL HOLDINGS INC
$256K
0.0%
3,815 −413 −9.8% Reduced
RBRK RUBRIK INC-A
$247K
0.0%
2,998 +2,998 New
NKE NIKE INC -CL B
$245K
0.0%
3,509 −145 −4.0% Reduced
EOSE EOS ENERGY ENTERPRISES INC
$240K
0.0%
21,080 +21,080 New
AWI ARMSTRONG WORLD INDUSTRIES
$233K
0.0%
1,187 +1,187 New
TTAN SERVICETITAN INC-A
$226K
0.0%
2,242 −1,219 −35.2% Reduced
BEAM BEAM THERAPEUTICS INC
$222K
0.0%
9,133 +9,133 New
AXON AXON ENTERPRISE INC
$215K
0.0%
299 −623 −67.6% Reduced
UPWK UPWORK INC
$211K
0.0%
11,384 +11,384 New
APPF APPFOLIO INC - A
$208K
0.0%
753 +753 New
GWRE GUIDEWIRE SOFTWARE INC
$207K
0.0%
902 +902 New
CHWY CHEWY INC - CLASS A
$207K
0.0%
5,121 +5,121 New
NMRK NEWMARK GROUP INC-CLASS A
$207K
0.0%
11,081 +11,081 New
SVV SAVERS VALUE VILLAGE INC
$173K
0.0%
13,022 +13,022 New
NXH NEIGHBORHOOD INTELLIGENCE IN
$148K
0.0%
15,164 +15,164 New
NXE NEXGEN ENERGY LTD
$110K
0.0%
12,308 +12,308 New
AUR AURORA INNOVATION INC
$99K
0.0%
18,365 +18,365 New
BRLT BRILLIANT EARTH GROUP INC-A
$92K
0.0%
44,586 +44,586 New

Sold positions

60 closed in Q3 2025 · shares & value as of prior filing
Holding Shares sold Prior value
NVO NOVO-NORDISK A/S-SPONS ADR
178,669 $12.3M
LOMA LOMA NEGRA CIA IND-SPON ADR
187,687 $2.1M
CNM CORE & MAIN INC-CLASS A
34,013 $2.1M
ENVX ENOVIX CORP
193,681 $2.0M
GGAL GRUPO FINANCIERO GALICIA-ADR
39,394 $2.0M
EXLS EXLSERVICE HOLDINGS INC
42,201 $1.8M
GSHD GOOSEHEAD INSURANCE INC -A
16,369 $1.7M
PCTY PAYLOCITY HOLDING CORP
9,223 $1.7M
IOT SAMSARA INC-CL A
36,165 $1.4M
HLNE HAMILTON LANE INC-CLASS A
10,061 $1.4M
PGNY PROGYNY INC
64,650 $1.4M
NSIT INSIGHT ENTERPRISES INC
9,897 $1.4M
SHAK SHAKE SHACK INC - CLASS A
9,632 $1.4M
RMBS RAMBUS INC
20,135 $1.3M
BDC BELDEN INC
10,682 $1.2M
FN FABRINET
4,098 $1.2M
ITRI ITRON INC
8,703 $1.1M
FVRR FIVERR INTERNATIONAL LTD
36,223 $1.1M
SUPV GRUPO SUPERVIELLE SA-SP ADR
97,077 $1.0M
OLLI OLLIE'S BARGAIN OUTLET HOLDI
7,749 $1.0M
BROS DUTCH BROS INC-CLASS A
14,663 $1.0M
SFM SPROUTS FARMERS MARKET INC
6,068 $999K
WSC WILLSCOT HOLDINGS CORP
34,182 $937K
HQY HEALTHEQUITY INC
8,243 $864K
IBP INSTALLED BUILDING PRODUCTS
4,335 $782K
RVLV REVOLVE GROUP INC
38,091 $764K
HNST HONEST CO INC
144,048 $733K
MAREX GROUP PLC
18,523 $731K
KRNT KORNIT DIGITAL LTD
36,065 $718K
PLNT PLANET FITNESS INC - CL A
5,842 $637K
ALKT ALKAMI TECHNOLOGY INC
18,915 $570K
LVS LAS VEGAS SANDS CORP
13,066 $569K
ADMA ADMA BIOLOGICS INC
30,412 $554K
TGTX TG THERAPEUTICS INC
14,768 $532K
MLR MILLER INDUSTRIES INC/TENN
11,530 $513K
PHR PHREESIA INC
17,363 $494K
SITM SITIME CORP
2,312 $493K
HLI HOULIHAN LOKEY INC
2,555 $460K
YPF YPF S.A.-SPONSORED ADR
13,701 $431K
ALSN ALLISON TRANSMISSION HOLDING
4,389 $417K
FSV FIRSTSERVICE CORP
2,247 $392K
CCC CCC INTELLIGENT SOLUTIONS HO
41,498 $390K
OCS OCULIS HOLDING AG
19,472 $378K
KRUS KURA SUSHI USA INC-CLASS A
4,379 $377K
AIT APPLIED INDUSTRIAL TECH INC
1,565 $364K
GNRC GENERAC HOLDINGS INC
2,530 $362K
AXSM AXSOME THERAPEUTICS INC
3,232 $337K
PLTR PALANTIR TECHNOLOGIES INC-A
2,449 $334K
PNTG PENNANT GROUP INC
10,960 $327K
TREX TREX COMPANY INC
5,961 $324K
HEPS D-MARKET ELECTRONIC SERV-ADR
114,817 $310K
INTA INTAPP INC
5,595 $289K
BL BLACKLINE INC
4,763 $270K
BFLY BUTTERFLY NETWORK INC
134,802 $270K
CWAN CLEARWATER ANALYTICS HDS-A
11,785 $258K
RGEN REPLIGEN CORP
1,917 $238K
AAON AAON INC
3,203 $236K
IVV ISHARES CORE S&P 500 ETF
355 $220K
SITE SITEONE LANDSCAPE SUPPLY INC
1,821 $220K
QLYS QUALYS INC
1,452 $207K

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.