whalepapers
Overview/ Polen Capital Management LLC/ Q4 2025

Polen Capital Management LLC

CIK 0001034524 · As of Q4 2025 · filed Feb 12, 2026

Q4 2025

Holdings

234 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$2.00B
8.5%
8,653,721 −2,592,807 −23.1% Reduced
MSFT MICROSOFT CORP
$1.89B
8.1%
3,909,985 −1,110,173 −22.1% Reduced
ORCL ORACLE CORP
$1.40B
6.0%
7,185,496 −2,103,142 −22.6% Reduced
LLY ELI LILLY & CO
$1.34B
5.7%
1,246,090 −376,877 −23.2% Reduced
GOOG ALPHABET INC-CL C
$1.26B
5.4%
4,018,121 −622,121 −13.4% Reduced
AVGO BROADCOM INC
$1.22B
5.2%
3,531,637 −954,217 −21.3% Reduced
MA MASTERCARD INC - A
$1.22B
5.2%
2,131,727 −609,516 −22.2% Reduced
V VISA INC-CLASS A SHARES
$1.18B
5.1%
3,375,342 −964,882 −22.2% Reduced
SHOP SHOPIFY INC - CLASS A
$1.16B
4.9%
7,201,872 −3,859,034 −34.9% Reduced
NVDA NVIDIA CORP
$993.7M
4.2%
5,328,112 −968,922 −15.4% Reduced
NOW SERVICENOW INC
$870.2M
3.7%
5,680,788 +4,556,712 +405.4% Added
MSCI MSCI INC
$763.7M
3.3%
1,331,085 −252,854 −16.0% Reduced
ZTS ZOETIS INC
$699.9M
3.0%
5,562,669 −1,954,242 −26.0% Reduced
AON AON PLC-CLASS A
$651.5M
2.8%
1,846,294 −643,873 −25.9% Reduced
IDXX IDEXX LABORATORIES INC
$649.8M
2.8%
960,537 −166,610 −14.8% Reduced
SBUX STARBUCKS CORP
$571.4M
2.4%
6,785,308 −2,095,833 −23.6% Reduced
ACN ACCENTURE PLC-CL A
$505.1M
2.2%
1,882,707 −579,052 −23.5% Reduced
ABT ABBOTT LABORATORIES
$496.4M
2.1%
3,962,230 −3,458,374 −46.6% Reduced
ISRG INTUITIVE SURGICAL INC
$477.2M
2.0%
842,618 +842,618 New
ADBE ADOBE INC
$470.9M
2.0%
1,345,588 −511,610 −27.5% Reduced
ABNB AIRBNB INC-CLASS A
$411.3M
1.8%
3,030,730 −943,841 −23.7% Reduced
SNPS SYNOPSYS INC
$396.9M
1.7%
844,881 −199,919 −19.1% Reduced
BSX BOSTON SCIENTIFIC CORP
$383.3M
1.6%
4,019,552 −1,578,734 −28.2% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$367.3M
1.6%
776,086 +548,235 +240.6% Added
INTU INTUIT INC
$339.6M
1.4%
512,656 −149,071 −22.5% Reduced
CSGP COSTAR GROUP INC
$328.9M
1.4%
4,890,936 −1,489,973 −23.4% Reduced
PAYC PAYCOM SOFTWARE INC
$292.4M
1.2%
1,835,028 −801,395 −30.4% Reduced
UBER UBER TECHNOLOGIES INC
$291.4M
1.2%
3,565,793 −1,004,860 −22.0% Reduced
MELI MERCADOLIBRE INC
$96.5M
0.4%
47,920 −1,595 −3.2% Reduced
ACWI ISHARES MSCI ACWI ETF
$86.3M
0.4%
610,133 +419,684 +220.4% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$61.0M
0.3%
200,593 +23,534 +13.3% Added
SAP SAP SE-SPONSORED ADR
$56.7M
0.2%
233,332 −111,620 −32.4% Reduced
SPOT SPOTIFY TECHNOLOGY SA
$41.6M
0.2%
71,658 +60,583 +547.0% Added
NU NU HOLDINGS LTD/CAYMAN ISL-A
$19.4M
0.1%
1,157,836 −383,326 −24.9% Reduced
ICLR ICON PLC
$19.2M
0.1%
105,206 −338,255 −76.3% Reduced
NFLX NETFLIX INC
$16.3M
0.1%
173,797 −305,083 −63.7% Reduced
VUG VANGUARD MRNGSTAR GR ETF-SUI
$16.2M
0.1%
33,124 +21,499 +184.9% Added
HDB HDFC BANK LTD-ADR
$13.4M
0.1%
367,007 −226,353 −38.1% Reduced
ASML ASML HOLDING NV-NY REG SHS
$12.0M
0.1%
11,195 −8,602 −43.5% Reduced
MNDY MONDAY.COM LTD
$11.7M
0.0%
79,332 −46,479 −36.9% Reduced
GOOGL ALPHABET INC-CL A
$9.7M
0.0%
30,864 −442,567 −93.5% Reduced
IVV ISHARES CORE S&P 500 ETF
$9.4M
0.0%
13,669 +13,669 New
ONON ON HOLDING AG-CLASS A
$9.0M
0.0%
194,483 −63,891 −24.7% Reduced
WTW WILLIS TOWERS WATSON PLC
$9.0M
0.0%
27,425 −192,359 −87.5% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$8.5M
0.0%
126,761 +65,149 +105.7% Added
MDT MEDTRONIC PLC
$8.1M
0.0%
84,500 −40,456 −32.4% Reduced
AGX ARGAN INC
$7.8M
0.0%
24,886 −12,647 −33.7% Reduced
WGS GENEDX HOLDINGS CORP
$7.8M
0.0%
59,861 −8,308 −12.2% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$7.2M
0.0%
412,467 −148,966 −26.5% Reduced
DLO DLOCAL LTD
$6.6M
0.0%
466,809 −232,570 −33.3% Reduced
BE BLOOM ENERGY CORP- A
$6.6M
0.0%
75,434 −55,956 −42.6% Reduced
POWL POWELL INDUSTRIES INC
$6.5M
0.0%
20,341 −3,016 −12.9% Reduced
VSEC VSE CORP
$5.9M
0.0%
34,390 −30 −0.1% Reduced
GLOB GLOBANT SA
$5.9M
0.0%
90,462 −44,646 −33.0% Reduced
BWXT BWX TECHNOLOGIES INC
$5.6M
0.0%
32,328 −4,420 −12.0% Reduced
SE SEA LTD-ADR
$5.4M
0.0%
42,710 −27,523 −39.2% Reduced
ADPT ADAPTIVE BIOTECHNOLOGIES
$5.3M
0.0%
325,767 +34,570 +11.9% Added
VT VANGUARD TOT WORLD STK ETF
$4.7M
0.0%
33,592 +29,006 +632.5% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$4.6M
0.0%
6,717 +4,210 +167.9% Added
MMYT MAKEMYTRIP LTD
$4.4M
0.0%
53,658 −33,631 −38.5% Reduced
RHLD RESOLUTE HOLDINGS MANAG
$4.3M
0.0%
20,915 Held
IESC IES HOLDINGS INC
$4.3M
0.0%
10,941 −1,203 −9.9% Reduced
CECO CECO ENVIRONMENTAL CORP
$4.2M
0.0%
69,775 +9,552 +15.9% Added
BELFB BEL FUSE INC-CL B
$3.8M
0.0%
22,522 +2,983 +15.3% Added
CVNA CARVANA CO
$3.8M
0.0%
8,974 −1,482 −14.2% Reduced
IBN ICICI BANK LTD-SPON ADR
$3.7M
0.0%
123,872 −100,395 −44.8% Reduced
TSLA TESLA INC
$3.7M
0.0%
8,171 −419 −4.9% Reduced
PDD PDD HOLDINGS INC
$3.6M
0.0%
31,329 −31,954 −50.5% Reduced
HCI HCI GROUP INC
$3.5M
0.0%
18,126 −42 −0.2% Reduced
KARO KAROOOOO LTD
$3.4M
0.0%
74,821 −7,787 −9.4% Reduced
JOBY JOBY AVIATION INC
$3.3M
0.0%
250,067 −68,200 −21.4% Reduced
SOFI SOFI TECHNOLOGIES INC
$3.1M
0.0%
117,450 −25,768 −18.0% Reduced
BBIO BRIDGEBIO PHARMA INC
$2.9M
0.0%
38,241 +2,077 +5.7% Added
ATRO ASTRONICS CORP
$2.9M
0.0%
53,691 −302 −0.6% Reduced
REAL REALREAL INC
$2.8M
0.0%
175,088 +103,000 +142.9% Added
W WAYFAIR INC- CLASS A
$2.7M
0.0%
26,857 −3,004 −10.1% Reduced
IRMD IRADIMED CORP
$2.6M
0.0%
26,891 −1,568 −5.5% Reduced
DAVE DAVE INC
$2.6M
0.0%
11,805 −624 −5.0% Reduced
HURN HURON CONSULTING GROUP INC
$2.6M
0.0%
15,086 +4,788 +46.5% Added
CCJ CAMECO CORP
$2.6M
0.0%
28,174 −10,448 −27.1% Reduced
IE IVANHOE ELECTRIC INC / US
$2.5M
0.0%
157,882 −30,392 −16.1% Reduced
AFRM AFFIRM HOLDINGS INC
$2.5M
0.0%
32,969 −127 −0.4% Reduced
WDAY WORKDAY INC-CLASS A
$2.3M
0.0%
10,782 −1,851,489 −99.4% Reduced
LASR NLIGHT INC
$2.3M
0.0%
61,624 +9,806 +18.9% Added
AMPX AMPRIUS TECHNOLOGIES INC
$2.3M
0.0%
288,290 −51,137 −15.1% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$2.3M
0.0%
27,566 −3,300 −10.7% Reduced
SPHR SPHERE ENTERTAINMENT CO
$2.3M
0.0%
23,828 +23,828 New
IT GARTNER INC
$2.2M
0.0%
8,753 −531 −5.7% Reduced
PL PLANET LABS PBC
$2.2M
0.0%
111,538 +111,538 New
FSLR FIRST SOLAR INC
$2.2M
0.0%
8,302 −2,912 −26.0% Reduced
BKD BROOKDALE SENIOR LIVING INC
$2.2M
0.0%
200,588 +33,733 +20.2% Added
BWXT PUT BWX TECHNOLOGIES INC
$2.2M
0.0%
12,500 +12,500 New
AAPL APPLE INC
$2.1M
0.0%
7,724 −7,631 −49.7% Reduced
ATEC ALPHATEC HOLDINGS INC
$2.0M
0.0%
95,761 +44,061 +85.2% Added
GH GUARDANT HEALTH INC
$2.0M
0.0%
19,667 +2,396 +13.9% Added
MOD MODINE MANUFACTURING CO
$1.9M
0.0%
14,309 −18,214 −56.0% Reduced
CRS CARPENTER TECHNOLOGY
$1.9M
0.0%
6,062 −25 −0.4% Reduced
VTI VG MORNINGSTAR TS MKT ETF-US
$1.9M
0.0%
5,677 +5,677 New
BE PUT BLOOM ENERGY CORP- A
$1.9M
0.0%
21,600 +21,600 New
MIR MIRION TECHNOLOGIES INC
$1.9M
0.0%
79,419 +3,300 +4.3% Added
BFLY BUTTERFLY NETWORK INC
$1.8M
0.0%
472,971 +472,971 New
PTGX PROTAGONIST THERAPEUTICS INC
$1.8M
0.0%
20,349 +24 +0.1% Added
RDVT RED VIOLET INC
$1.7M
0.0%
30,328 +95 +0.3% Added
IRS IRSA -SP ADR
$1.7M
0.0%
102,911 +7,605 +8.0% Added
FTI TECHNIPFMC PLC
$1.6M
0.0%
35,915 −15,005 −29.5% Reduced
METC RAMACO RESOURCES INC-A
$1.6M
0.0%
88,507 −93,825 −51.5% Reduced
KTOS KRATOS DEFENSE & SECURITY
$1.5M
0.0%
19,697 −4,022 −17.0% Reduced
YOU CLEAR SECURE INC -CLASS A
$1.4M
0.0%
39,325 +10,454 +36.2% Added
OPLN OPENLANE INC
$1.4M
0.0%
46,259 −1,483 −3.1% Reduced
CAAP CORP AMERICA AIRPORTS SA
$1.3M
0.0%
51,919 +8,268 +18.9% Added
TMO THERMO FISHER SCIENTIFIC INC
$1.3M
0.0%
2,307 −112,206 −98.0% Reduced
XMTR XOMETRY INC-A
$1.3M
0.0%
22,321 +14,031 +169.3% Added
PGY PAGAYA TECHNOLOGIES LTD -A
$1.3M
0.0%
63,497 −12,373 −16.3% Reduced
TMDX TRANSMEDICS GROUP INC
$1.3M
0.0%
10,828 +5,138 +90.3% Added
SEI SOLARIS ENERGY INFRASTRUCTUR
$1.3M
0.0%
28,597 +28,597 New
ERO ERO COPPER CORP
$1.3M
0.0%
45,544 +45,544 New
SION SIONNA THERAPEUTICS INC
$1.3M
0.0%
31,258 Held
ESTA ESTABLISHMENT LABS HOLDINGS
$1.3M
0.0%
17,475 +17,475 New
ESQ ESQUIRE FINANCIAL HOLDINGS I
$1.2M
0.0%
11,709 Held
OPY OPPENHEIMER HOLDINGS-CL A
$1.2M
0.0%
16,343 Held
PLPC PREFORMED LINE PRODUCTS CO
$1.2M
0.0%
5,660 Held
GRAL GRAIL INC
$1.2M
0.0%
13,526 −3,147 −18.9% Reduced
LQDA LIQUIDIA CORP
$1.2M
0.0%
33,538 +33,538 New
KOD KODIAK SCIENCES INC
$1.2M
0.0%
41,340 +19,773 +91.7% Added
GGAL GRUPO FINANCIERO GALICIA-ADR
$1.2M
0.0%
21,373 +21,373 New
ROAD CONSTRUCTION PARTNERS INC-A
$1.2M
0.0%
10,615 −258 −2.4% Reduced
AORT ARTIVION INC
$1.2M
0.0%
25,259 +25,259 New
CRDO CREDO TECHNOLOGY GROUP HOLDI
$1.1M
0.0%
7,915 −2,189 −21.7% Reduced
HHH HOWARD HUGHES HOLDINGS INC
$1.1M
0.0%
13,980 −9,843 −41.3% Reduced
SOFI PUT SOFI TECHNOLOGIES INC
$1.1M
0.0%
41,800 +41,800 New
RKLB ROCKET LAB CORP
$1.1M
0.0%
15,324 +15,324 New
MIRM MIRUM PHARMACEUTICALS INC
$1.1M
0.0%
13,360 +21 +0.2% Added
XERS XERIS BIOPHARMA HOLDINGS INC
$1.0M
0.0%
133,416 +225 +0.2% Added
CEG CONSTELLATION ENERGY
$993K
0.0%
2,812 −1,387 −33.0% Reduced
TIGO MILLICOM INTL CELLULAR S.A.
$980K
0.0%
17,685 +23 +0.1% Added
ASTE ASTEC INDUSTRIES INC
$968K
0.0%
22,344 +4,236 +23.4% Added
SRRK SCHOLAR ROCK HOLDING CORP
$959K
0.0%
21,762 +3,702 +20.5% Added
AX AXOS FINANCIAL INC
$947K
0.0%
10,986 +1,807 +19.7% Added
KURA KURA ONCOLOGY INC
$944K
0.0%
90,847 +90,847 New
TDUP THREDUP INC - CLASS A
$930K
0.0%
145,615 +35,245 +31.9% Added
SMR NUSCALE POWER CORP
$916K
0.0%
64,615 −18,928 −22.7% Reduced
TSHA TAYSHA GENE THERAPIES INC
$861K
0.0%
156,586 +156,586 New
UPWK UPWORK INC
$854K
0.0%
43,111 +31,727 +278.7% Added
BW BABCOCK & WILCOX ENTERPR
$775K
0.0%
122,280 +122,280 New
ASPI ASP ISOTOPES INC
$746K
0.0%
139,511 −93,402 −40.1% Reduced
SWIM LATHAM GROUP INC
$714K
0.0%
112,388 −54,301 −32.6% Reduced
VCTR VICTORY CAPITAL HOLDING - A
$703K
0.0%
11,145 −6,990 −38.5% Reduced
CPF CENTRAL PACIFIC FINANCIAL CO
$690K
0.0%
22,150 +4,913 +28.5% Added
CRM SALESFORCE INC
$684K
0.0%
2,581 −1,171 −31.2% Reduced
AMSC AMERICAN SUPERCONDUCTOR CORP
$678K
0.0%
23,565 −23,726 −50.2% Reduced
CW CURTISS-WRIGHT CORP
$668K
0.0%
1,211 −698 −36.6% Reduced
ODD ODDITY TECH LTD-CL A
$650K
0.0%
16,175 −8,734 −35.1% Reduced
IHRT IHEARTMEDIA INC - CLASS A
$647K
0.0%
155,516 +13,807 +9.7% Added
GPGI GPGI INC
$644K
0.0%
33,395 Held
PBI PITNEY BOWES INC
$642K
0.0%
60,710 −27,766 −31.4% Reduced
NUVALENT INC
$640K
0.0%
6,359 +6,359 New
FROG JFROG LTD
$617K
0.0%
9,884 +9,884 New
CYTK CYTOKINETICS INC
$609K
0.0%
9,584 +9,584 New
SES SES AI CORP
$609K
0.0%
338,156 −60,978 −15.3% Reduced
AEHR AEHR TEST SYSTEMS
$608K
0.0%
30,111 +6,803 +29.2% Added
STRL STERLING INFRASTRUCTURE INC
$598K
0.0%
1,952 −1,321 −40.4% Reduced
FIGS FIGS INC-CLASS A
$555K
0.0%
48,828 +48,828 New
VELO VELO3D INC
$548K
0.0%
39,896 +39,896 New
FTAI FTAI AVIATION LTD
$541K
0.0%
2,748 −8,057 −74.6% Reduced
APEI AMERICAN PUBLIC EDUCATION
$534K
0.0%
14,117 +14,117 New
CSIQ CANADIAN SOLAR INC
$528K
0.0%
22,223 +22,223 New
NSSC NAPCO SECURITY TECHNOLOGIES
$524K
0.0%
12,567 Held
FIGR FIGURE TECHNOLOGY SOLUT-CL A
$523K
0.0%
12,803 +12,803 New
EMBJ EMBRAER SA-SPON ADR
$510K
0.0%
7,924 −11,934 −60.1% Reduced
ADP AUTOMATIC DATA PROCESSING
$508K
0.0%
1,976 −485 −19.7% Reduced
TLN TALEN ENERGY CORP
$506K
0.0%
1,349 −2,683 −66.5% Reduced
SGOV ISHARES 0-3 MONTH TREASURY B
$499K
0.0%
4,972 Held
PRCH PORCH GROUP INC
$490K
0.0%
53,683 −163,740 −75.3% Reduced
NRG NRG ENERGY INC
$483K
0.0%
3,033 −2,976 −49.5% Reduced
KRMN KARMAN HOLDINGS INC
$472K
0.0%
6,455 +6,455 New
CELC CELCUITY INC
$465K
0.0%
4,660 +4,660 New
LMB LIMBACH HOLDINGS INC
$459K
0.0%
5,892 −9,848 −62.6% Reduced
HQY HEALTHEQUITY INC
$456K
0.0%
4,980 +4,980 New
MAMA MAMA'S CREATIONS INC
$445K
0.0%
32,989 +32,989 New
DNLI DENALI THERAPEUTICS INC
$444K
0.0%
26,900 +26,900 New
SNDK SANDISK CORP
$442K
0.0%
1,860 +1,860 New
SKYW SKYWEST INC
$440K
0.0%
4,380 −7,819 −64.1% Reduced
ZGN ERMENEGILDO ZEGNA NV
$438K
0.0%
42,768 +42,768 New
TWLO TWILIO INC - A
$435K
0.0%
3,056 +45 +1.5% Added
ESPERION THERAPEUTICS INC NE
$430K
0.0%
116,292 +116,292 New
OPFI OPPFI INC
$423K
0.0%
40,472 −20,514 −33.6% Reduced
LUXE LUXEXPERIENCE BV
$420K
0.0%
50,258 +19,754 +64.8% Added
MESO MESOBLAST LTD- SPON ADR
$415K
0.0%
23,005 +23,005 New
NMRK NEWMARK GROUP INC-CLASS A
$410K
0.0%
23,619 +12,538 +113.1% Added
GRBK GREEN BRICK PARTNERS INC
$409K
0.0%
6,526 +6,526 New
AVAV AEROVIRONMENT INC
$409K
0.0%
1,689 +554 +48.8% Added
PSNL PERSONALIS INC
$404K
0.0%
50,705 +50,705 New
GHM GRAHAM CORP
$399K
0.0%
6,217 +6,217 New
ADT ADT INC
$398K
0.0%
49,368 −28,769 −36.8% Reduced
UNH UNITEDHEALTH GROUP INC
$395K
0.0%
1,197 −286 −19.3% Reduced
NAMS NEWAMSTERDAM PHARMA CO NV
$394K
0.0%
11,239 +11,239 New
MEDP MEDPACE HOLDINGS INC
$391K
0.0%
696 −96 −12.1% Reduced
AYI ACUITY INC
$382K
0.0%
1,061 −542 −33.8% Reduced
OLMA OLEMA PHARMACEUTICALS INC
$380K
0.0%
15,206 +15,206 New
APPN APPIAN CORP-A
$367K
0.0%
10,366 +10,366 New
AXTI AXT INC
$363K
0.0%
22,215 +22,215 New
LYFT LYFT INC-A
$353K
0.0%
18,239 +18,239 New
ABCL ABCELLERA BIOLOGICS INC
$351K
0.0%
102,508 −166,740 −61.9% Reduced
ADSK AUTODESK INC
$350K
0.0%
1,182 −120 −9.2% Reduced
WINA WINMARK CORP
$348K
0.0%
859 +859 New
IOO ISHARES GLOBAL 100 ETF
$347K
0.0%
2,743 +2,743 New
GAP GAP INC
$329K
0.0%
12,860 +12,860 New
WAL WESTERN ALLIANCE BANCORP
$319K
0.0%
3,797 −2,855 −42.9% Reduced
HLLY HOLLEY INC
$318K
0.0%
77,032 +77,032 New
TTAN SERVICETITAN INC-A
$317K
0.0%
2,975 +733 +32.7% Added
NTRA NATERA INC
$315K
0.0%
1,376 −1,550 −53.0% Reduced
MLI MUELLER INDUSTRIES INC
$312K
0.0%
2,720 −2,257 −45.3% Reduced
AWI ARMSTRONG WORLD INDUSTRIES
$289K
0.0%
1,511 +324 +27.3% Added
SSYS STRATASYS LTD
$282K
0.0%
32,493 −20,335 −38.5% Reduced
ULS UL SOLUTIONS INC - CLASS A
$270K
0.0%
3,420 +3,420 New
ASCENDIS PHARMA A/S
$258K
0.0%
1,211 −1,555 −56.2% Reduced
PACB PACIFIC BIOSCIENCES OF CALIF
$256K
0.0%
137,149 +137,149 New
SYM SYMBOTIC INC
$256K
0.0%
4,298 −4,087 −48.7% Reduced
LTH LIFE TIME GROUP HOLDINGS INC
$255K
0.0%
9,609 −23,131 −70.7% Reduced
CPS COOPER-STANDARD HOLDING
$251K
0.0%
7,635 +7,635 New
EOSE EOS ENERGY ENTERPRISES INC
$242K
0.0%
21,080 Held
U UNITY SOFTWARE INC
$241K
0.0%
5,449 −3,186 −36.9% Reduced
PTON PELOTON INTERACTIVE INC-A
$227K
0.0%
36,795 −287,577 −88.7% Reduced
SERV SERVE ROBOTICS INC
$227K
0.0%
21,833 +21,833 New
TEM TEMPUS AI INC-CL A
$222K
0.0%
3,756 −13,089 −77.7% Reduced
CCO CLEAR CHANNEL OUTDOOR HOLDIN
$212K
0.0%
95,912 +95,912 New
PRLB PROTO LABS INC
$210K
0.0%
4,148 +4,148 New
ROIV ROIVANT SCIENCES LTD
$210K
0.0%
9,662 +9,662 New
RR RICHTECH ROBOTICS INC-CL B
$208K
0.0%
64,298 +64,298 New
PYPL PAYPAL HOLDINGS INC
$204K
0.0%
3,487 −328 −8.6% Reduced
OSCR OSCAR HEALTH INC - CLASS A
$198K
0.0%
13,755 −7,781 −36.1% Reduced
PGEN PRECIGEN INC
$176K
0.0%
42,095 +42,095 New
GDYN GRID DYNAMICS HOLDINGS INC
$175K
0.0%
19,383 +19,383 New
SOPH SOPHIA GENETICS SA
$102K
0.0%
21,738 +21,738 New

Sold positions

57 closed in Q4 2025 · shares & value as of prior filing
Holding Shares sold Prior value
HYG ISHR IBX USD HIYLD CB ETF-UI
200,000 $16.2M
RSP INVESCO S&P 500 EQUAL WEIGHT
44,774 $8.5M
VIST VISTA ENERGY SAB DE CV
210,976 $7.3M
QQEW FIRST TR NASDAQ-100 SEL EQ
22,529 $3.2M
VO VNGRD MRNGSTR MD-CAP ETF-USD
8,690 $2.6M
CORT CORCEPT THERAPEUTICS INC
28,363 $2.4M
CVLT COMMVAULT SYSTEMS INC
10,395 $2.0M
WRBY WARBY PARKER INC-CLASS A
66,730 $1.8M
LRN STRIDE INC
11,233 $1.7M
BBSI BARRETT BUSINESS SVCS INC
36,833 $1.6M
PCT PURECYCLE TECHNOLOGIES INC
92,364 $1.2M
LQDT LIQUIDITY SERVICES INC
40,688 $1.1M
2GH MERUS NV
11,460 $1.1M
ARLO ARLO TECHNOLOGIES INC
60,486 $1.0M
87M REAL BROKERAGE INC
234,626 $981K
ELF ELF BEAUTY INC
6,478 $858K
UTI UNIVERSAL TECHNICAL INSTITUT
25,247 $822K
ACHR ARCHER AVIATION INC-A
81,485 $781K
CAKE CHEESECAKE FACTORY INC
14,226 $777K
PG PROCTER & GAMBLE CO
4,850 $745K
HIMS HIMS & HERS HEALTH INC
12,624 $716K
KO COCA-COLA CO
10,490 $696K
NTNX NUTANIX INC - A
8,820 $656K
PEP PEPSICO INC
4,528 $636K
NGVC NATURAL GROCERS BY VITAMIN C
14,277 $571K
CHEF CHEFS' WAREHOUSE INC
9,493 $554K
VST VISTRA CORP
2,727 $534K
DOCS DOXIMITY INC-CLASS A
7,211 $527K
BABA ALIBABA GROUP HOLDING-SP ADR
2,850 $509K
MCD MCDONALD'S CORP
1,659 $504K
Z ZILLOW GROUP INC - C
6,539 $504K
P EVERPURE INC-A
5,963 $500K
GATES INDL CORP PLC
19,344 $480K
CAVA CAVA GROUP INC
7,922 $479K
EVER EVERQUOTE INC - CLASS A
20,871 $477K
BIDU BAIDU INC - SPON ADR
3,413 $450K
MVST MICROVAST HOLDINGS INC
113,150 $436K
NYAX NAYAX LTD
9,124 $434K
NTES NETEASE INC-ADR
2,669 $406K
META META PLATFORMS INC-CLASS A
538 $395K
WLFC WILLIS LEASE FINANCE CORP
2,572 $353K
VOE VNGRD MRNGSTR MD-CAP VAL ETF
2,000 $349K
RBBN RIBBON COMMUNICATIONS INC
87,246 $332K
SG SWEETGREEN INC - CLASS A
40,133 $320K
ALNY ALNYLAM PHARMACEUTICALS INC
693 $316K
RBRK RUBRIK INC-A
2,998 $247K
NKE NIKE INC -CL B
3,509 $245K
BEAM BEAM THERAPEUTICS INC
9,133 $222K
AXON AXON ENTERPRISE INC
299 $215K
APPF APPFOLIO INC - A
753 $208K
GWRE GUIDEWIRE SOFTWARE INC
902 $207K
CHWY CHEWY INC - CLASS A
5,121 $207K
SVV SAVERS VALUE VILLAGE INC
13,022 $173K
NXH NEIGHBORHOOD INTELLIGENCE IN
15,164 $148K
NXE NEXGEN ENERGY LTD
12,308 $110K
AUR AURORA INNOVATION INC
18,365 $99K
BRLT BRILLIANT EARTH GROUP INC-A
44,586 $92K

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.