POLEN CAPITAL MANAGEMENT LLC Diversified Active

Location: Boca Raton, FL

CIK: 0001034524 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $23.42B (100.0% shares, 0.0% debt)

Holdings (234)

AMZN AMAZON COM INC 8.5%
Value $1.997B Shares 8,653,721 Est. Cost $120.17 Unrealized +90.4%
MSFT MICROSOFT CORP 8.1%
Value $1.891B Shares 3,909,985 Est. Cost $175.86 Unrealized +184.6%
ORCL ORACLE CORP 6.0%
Value $1.401B Shares 7,185,496 Est. Cost $150.91 Unrealized +57.7%
LLY ELI LILLY & CO 5.7%
Value $1.339B Shares 1,246,090 Est. Cost $734.81 Unrealized +30.0%
GOOG ALPHABET INC 5.4%
Value $1.261B Shares 4,018,121 Est. Cost $107.89 Unrealized +165.4%
AVGO BROADCOM INC 5.2%
Value $1.222B Shares 3,531,637 Est. Cost $305.74 Unrealized +16.8%
MA MASTERCARD INCORPORATED 5.2%
Value $1.217B Shares 2,131,727 Est. Cost $240.14 Unrealized +132.8%
V VISA INC 5.1%
Value $1.184B Shares 3,375,342 Est. Cost $146.76 Unrealized +131.9%
SHOP SHOPIFY INC 4.9%
Value $1.159B Shares 7,201,872 Est. Cost $66.02 Unrealized +143.2%
NVDA NVIDIA CORPORATION 4.2%
Value $994M Shares 5,328,112 Est. Cost $174.16 Unrealized +6.9%
NOW SERVICENOW INC 3.7%
Value $870M Shares 5,680,788 Est. Cost $156.13 Unrealized +9.9%
MSCI MSCI INC 3.3%
Value $764M Shares 1,331,085 Est. Cost $500.07 Unrealized +12.0%
ZTS ZOETIS INC 3.0%
Value $700M Shares 5,562,669 Est. Cost $131.19 Unrealized -0.7%
AON AON PLC 2.8%
Value $652M Shares 1,846,294 Est. Cost $345.42 Unrealized +1.1%
IDXX IDEXX LABS INC 2.8%
Value $650M Shares 960,537 Est. Cost $478.19 Unrealized +42.4%
SBUX STARBUCKS CORP 2.4%
Value $571M Shares 6,785,308 Est. Cost $93.57 Unrealized -10.2%
ACN ACCENTURE PLC IRELAND 2.2%
Value $505M Shares 1,882,707 Est. Cost $122.55 Unrealized +107.3%
ABT ABBOTT LABS 2.1%
Value $496M Shares 3,962,230 Est. Cost $86.02 Unrealized +48.0%
ISRG INTUITIVE SURGICAL INC 2.0%
Value $477M Shares 842,618 Est. Cost $532.37 Unrealized 0.0%
ADBE ADOBE INC 2.0%
Value $471M Shares 1,345,588 Est. Cost $322.28 Unrealized +5.5%
ABNB AIRBNB INC 1.8%
Value $411M Shares 3,030,730 Est. Cost $154.92 Unrealized -19.6%
SNPS SYNOPSYS INC 1.7%
Value $397M Shares 844,881 Est. Cost $565.30 Unrealized -21.4%
BSX BOSTON SCIENTIFIC CORP 1.6%
Value $383M Shares 4,019,552 Est. Cost $103.56 Unrealized -5.3%
IWF ISHARES TR 1.6%
Value $367M Shares 776,086 Est. Cost $445.40 Unrealized
INTU INTUIT 1.4%
Value $340M Shares 512,656 Est. Cost $719.44 Unrealized -8.2%
CSGP COSTAR GROUP INC 1.4%
Value $329M Shares 4,890,936 Est. Cost $75.64 Unrealized -6.4%
PAYC PAYCOM SOFTWARE INC 1.2%
Value $292M Shares 1,835,028 Est. Cost $174.42 Unrealized +1.4%
UBER UBER TECHNOLOGIES INC 1.2%
Value $291M Shares 3,565,793 Est. Cost $93.47 Unrealized -3.7%
MELI MERCADOLIBRE INC 0.4%
Value $96.52M Shares 47,920 Est. Cost $1710.56 Unrealized +22.8%
ACWI ISHARES TR 0.4%
Value $86.33M Shares 610,133 Est. Cost $138.31 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value $60.96M Shares 200,593 Est. Cost $282.18 Unrealized
SAP SAP SE 0.2%
Value $56.68M Shares 233,332 Est. Cost $110.72 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value $41.61M Shares 71,658 Est. Cost $594.70 Unrealized +5.1%
NU NU HLDGS LTD 0.1%
Value $19.38M Shares 1,157,836 Est. Cost $12.94 Unrealized +24.2%
ICLR ICON PLC 0.1%
Value $19.17M Shares 105,206 Est. Cost $209.62 Unrealized -15.0%
NFLX NETFLIX INC 0.1%
Value $16.3M Shares 173,797 Est. Cost $38.95 Unrealized +176.8%
VUG VANGUARD INDEX FDS 0.1%
Value $16.16M Shares 33,124 Est. Cost $457.40 Unrealized
HDB HDFC BANK LTD 0.1%
Value $13.41M Shares 367,007 Est. Cost $58.48 Unrealized
ASML ASML HOLDING N V 0.1%
Value $11.98M Shares 11,195 Est. Cost $746.94 Unrealized
MNDY MONDAY COM LTD 0.0%
Value $11.71M Shares 79,332 Est. Cost $264.97 Unrealized -36.4%
GOOGL ALPHABET INC 0.0%
Value $9.66M Shares 30,864 Est. Cost $108.41 Unrealized +163.4%
IVV ISHARES TR 0.0%
Value $9.362M Shares 13,669 Est. Cost $684.94 Unrealized
ONON ON HLDG AG 0.0%
Value $9.04M Shares 194,483 Est. Cost $47.03 Unrealized -8.4%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $9.012M Shares 27,425 Est. Cost $315.34 Unrealized +3.5%
ACWX ISHARES TR 0.0%
Value $8.509M Shares 126,761 Est. Cost $63.58 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $8.117M Shares 84,500 Est. Cost $85.96 Unrealized +13.0%
AGX ARGAN INC 0.0%
Value $7.797M Shares 24,886 Est. Cost $179.22 Unrealized +76.8%
WGS GENEDX HOLDINGS CORP 0.0%
Value $7.786M Shares 59,861 Est. Cost $78.50 Unrealized +74.8%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value $7.231M Shares 412,467 Est. Cost $11.14 Unrealized
DLO DLOCAL LTD 0.0%
Value $6.601M Shares 466,809 Est. Cost $13.90 Unrealized +1.5%
BE BLOOM ENERGY CORP 0.0%
Value $6.554M Shares 75,434 Est. Cost $32.36 Unrealized +224.7%
POWL POWELL INDS INC 0.0%
Value $6.484M Shares 20,341 Est. Cost $180.41 Unrealized +86.5%
VSEC VSE CORP 0.0%
Value $5.942M Shares 34,390 Est. Cost $124.34 Unrealized +37.5%
GLOB GLOBANT S A 0.0%
Value $5.913M Shares 90,462 Est. Cost $196.38 Unrealized -68.0%
BWXT BWX TECHNOLOGIES INC 0.0%
Value $5.588M Shares 32,328 Est. Cost $116.37 Unrealized +61.1%
SE SEA LTD 0.0%
Value $5.449M Shares 42,710 Est. Cost $159.94 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value $5.29M Shares 325,767 Est. Cost $11.27 Unrealized +44.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $4.738M Shares 33,592 Est. Cost $137.88 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $4.581M Shares 6,717 Est. Cost $650.89 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value $4.406M Shares 53,658 Est. Cost $100.86 Unrealized -18.7%
RHLD RESOLUTE HLDGS MGMT INC 0.0%
Value $4.317M Shares 20,915 Est. Cost $38.00 Unrealized +289.3%
IESC IES HLDGS INC 0.0%
Value $4.256M Shares 10,941 Est. Cost $235.67 Unrealized +70.5%
CECO CECO ENVIRONMENTAL CORP 0.0%
Value $4.176M Shares 69,775 Est. Cost $39.28 Unrealized +36.2%
BELFB BEL FUSE INC 0.0%
Value $3.82M Shares 22,522 Est. Cost $86.05 Unrealized +81.5%
CVNA CARVANA CO 0.0%
Value $3.787M Shares 8,974 Est. Cost $274.18 Unrealized +35.6%
IBN ICICI BANK LIMITED 0.0%
Value $3.691M Shares 123,872 Est. Cost $33.64 Unrealized
TSLA TESLA INC 0.0%
Value $3.675M Shares 8,171 Est. Cost $311.18 Unrealized +42.5%
PDD PDD HOLDINGS INC 0.0%
Value $3.552M Shares 31,329 Est. Cost $133.72 Unrealized
HCI HCI GROUP INC 0.0%
Value $3.475M Shares 18,126 Est. Cost $154.65 Unrealized +21.8%
KARO KAROOOOO LTD 0.0%
Value $3.404M Shares 74,821 Est. Cost $45.15 Unrealized +3.8%
JOBY JOBY AVIATION INC 0.0%
Value $3.301M Shares 250,067 Est. Cost $7.24 Unrealized +112.1%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $3.075M Shares 117,450 Est. Cost $13.19 Unrealized +111.3%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $2.925M Shares 38,241 Est. Cost $38.13 Unrealized +72.2%
ATRO ASTRONICS CORP 0.0%
Value $2.912M Shares 53,691 Est. Cost $28.70 Unrealized +75.3%
REAL THE REALREAL INC 0.0%
Value $2.763M Shares 175,088 Est. Cost $10.73 Unrealized +21.7%
W WAYFAIR INC 0.0%
Value $2.697M Shares 26,857 Est. Cost $52.46 Unrealized +83.3%
IRMD IRADIMED CORP 0.0%
Value $2.616M Shares 26,891 Est. Cost $55.69 Unrealized +53.3%
DAVE DAVE INC 0.0%
Value $2.614M Shares 11,805 Est. Cost $157.61 Unrealized +36.5%
HURN HURON CONSULTING GROUP INC 0.0%
Value $2.609M Shares 15,086 Est. Cost $148.95 Unrealized +9.9%
CCJ CAMECO CORP 0.0%
Value $2.578M Shares 28,174 Est. Cost $53.26 Unrealized +68.9%
IE IVANHOE ELECTRIC INC 0.0%
Value $2.523M Shares 157,882 Est. Cost $8.09 Unrealized +76.8%
AFRM AFFIRM HLDGS INC 0.0%
Value $2.454M Shares 32,969 Est. Cost $54.10 Unrealized +33.0%
WDAY WORKDAY INC 0.0%
Value $2.316M Shares 10,782 Est. Cost $211.02 Unrealized +7.7%
LASR NLIGHT INC 0.0%
Value $2.312M Shares 61,624 Est. Cost $20.06 Unrealized +66.5%
AMPX AMPRIUS TECHNOLOGIES INC 0.0%
Value $2.275M Shares 288,290 Est. Cost $7.87 Unrealized +45.3%
CATH GLOBAL X FDS 0.0%
Value $2.267M Shares 27,566 Est. Cost $64.11 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value $2.266M Shares 23,828 Est. Cost $76.20 Unrealized 0.0%
IT GARTNER INC 0.0%
Value $2.208M Shares 8,753 Est. Cost $107.02 Unrealized +124.9%
PL PLANET LABS PBC 0.0%
Value $2.2M Shares 111,538 Est. Cost $14.34 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value $2.169M Shares 8,302 Est. Cost $191.94 Unrealized +31.4%
BKD BROOKDALE SR LIVING INC 0.0%
Value $2.164M Shares 200,588 Est. Cost $7.52 Unrealized +30.7%
BWXT BWX TECHNOLOGIES INC 0.0%
Value $2.16M Shares 12,500 Est. Cost $116.37 Unrealized +61.1%
AAPL APPLE INC 0.0%
Value $2.1M Shares 7,724 Est. Cost $223.57 Unrealized +20.0%
ATEC ALPHATEC HLDGS INC 0.0%
Value $2.015M Shares 95,761 Est. Cost $15.16 Unrealized +22.1%
GH GUARDANT HEALTH INC 0.0%
Value $2.009M Shares 19,667 Est. Cost $53.63 Unrealized +66.8%
MOD MODINE MFG CO 0.0%
Value $1.91M Shares 14,309 Est. Cost $104.61 Unrealized +42.4%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $1.909M Shares 6,062 Est. Cost $217.46 Unrealized +38.2%
VTI VANGUARD INDEX FDS 0.0%
Value $1.903M Shares 5,677 Est. Cost $335.27 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $1.877M Shares 21,600 Est. Cost $32.36 Unrealized +224.7%
MIR MIRION TECHNOLOGIES INC 0.0%
Value $1.86M Shares 79,419 Est. Cost $18.60 Unrealized +34.1%
BFLY BUTTERFLY NETWORK INC 0.0%
Value $1.797M Shares 472,971 Est. Cost $2.72 Unrealized 0.0%
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value $1.777M Shares 20,349 Est. Cost $49.88 Unrealized +64.1%
RDVT RED VIOLET INC 0.0%
Value $1.727M Shares 30,328 Est. Cost $44.03 Unrealized +23.2%
IRS IRSA INVERSIONES Y REP S A 0.0%
Value $1.702M Shares 102,911 Est. Cost $14.12 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $1.6M Shares 35,915 Est. Cost $30.06 Unrealized +40.4%
METC RAMACO RES INC 0.0%
Value $1.593M Shares 88,507 Est. Cost $18.59 Unrealized +41.3%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $1.495M Shares 19,697 Est. Cost $36.21 Unrealized +126.1%
YOU CLEAR SECURE INC 0.0%
Value $1.38M Shares 39,325 Est. Cost $33.22 Unrealized +2.2%
OPLN OPENLANE INC 0.0%
Value $1.378M Shares 46,259 Est. Cost $21.12 Unrealized +28.1%
CAAP CORPORACION AMER ARPTS S A 0.0%
Value $1.35M Shares 51,919 Est. Cost $20.12 Unrealized +11.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $1.337M Shares 2,307 Est. Cost $537.99 Unrealized +5.0%
XMTR XOMETRY INC 0.0%
Value $1.327M Shares 22,321 Est. Cost $46.69 Unrealized +20.7%
PGY PAGAYA TECHNOLOGIES LTD 0.0%
Value $1.327M Shares 63,497 Est. Cost $24.09 Unrealized +5.8%
TMDX TRANSMEDICS GROUP INC 0.0%
Value $1.317M Shares 10,828 Est. Cost $117.24 Unrealized +7.0%
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value $1.315M Shares 28,597 Est. Cost $48.29 Unrealized 0.0%
ERO ERO COPPER CORP 0.0%
Value $1.288M Shares 45,544 Est. Cost $23.29 Unrealized 0.0%
SION SIONNA THERAPEUTICS INC 0.0%
Value $1.286M Shares 31,258 Est. Cost $17.06 Unrealized +122.3%
ESTA ESTABLISHMENT LABS HLDGS INC 0.0%
Value $1.274M Shares 17,475 Est. Cost $60.38 Unrealized 0.0%
ESQ ESQUIRE FINL HLDGS INC 0.0%
Value $1.195M Shares 11,709 Est. Cost $85.81 Unrealized +17.8%
OPY OPPENHEIMER HLDGS INC 0.0%
Value $1.181M Shares 16,343 Est. Cost $61.01 Unrealized +14.1%
PLPC PREFORMED LINE PRODS CO 0.0%
Value $1.17M Shares 5,660 Est. Cost $142.50 Unrealized +49.5%
GRAL GRAIL INC 0.0%
Value $1.158M Shares 13,526 Est. Cost $36.20 Unrealized +138.7%
LQDA LIQUIDIA CORPORATION 0.0%
Value $1.157M Shares 33,538 Est. Cost $28.47 Unrealized 0.0%
KOD KODIAK SCIENCES INC 0.0%
Value $1.156M Shares 41,340 Est. Cost $14.29 Unrealized +43.3%
GGAL GRUPO FINANCIERO GALICIA S.A 0.0%
Value $1.153M Shares 21,373 Est. Cost $53.94 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value $1.152M Shares 10,615 Est. Cost $58.78 Unrealized +91.5%
AORT ARTIVION INC 0.0%
Value $1.152M Shares 25,259 Est. Cost $44.54 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $1.139M Shares 7,915 Est. Cost $58.32 Unrealized +163.7%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value $1.115M Shares 13,980 Est. Cost $74.06 Unrealized +11.9%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $1.094M Shares 41,800 Est. Cost $13.19 Unrealized +111.3%
RKLB ROCKET LAB CORP 0.0%
Value $1.069M Shares 15,324 Est. Cost $57.32 Unrealized 0.0%
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value $1.055M Shares 13,360 Est. Cost $44.52 Unrealized +61.2%
XERS XERIS BIOPHARMA HOLDINGS INC 0.0%
Value $1.047M Shares 133,416 Est. Cost $4.58 Unrealized +71.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $993K Shares 2,812 Est. Cost $266.47 Unrealized +36.3%
TIGO MILLICOM INTL CELLULAR S A 0.0%
Value $980K Shares 17,685 Est. Cost $34.26 Unrealized +47.0%
ASTE ASTEC INDS INC 0.0%
Value $968K Shares 22,344 Est. Cost $41.06 Unrealized +11.0%
SRRK SCHOLAR ROCK HLDG CORP 0.0%
Value $959K Shares 21,762 Est. Cost $35.41 Unrealized +5.9%
AX AXOS FINANCIAL INC 0.0%
Value $947K Shares 10,986 Est. Cost $86.36 Unrealized -4.6%
KURA KURA ONCOLOGY INC 0.0%
Value $944K Shares 90,847 Est. Cost $10.49 Unrealized 0.0%
TDUP THREDUP INC 0.0%
Value $930K Shares 145,615 Est. Cost $7.83 Unrealized +3.4%
SMR NUSCALE PWR CORP 0.0%
Value $916K Shares 64,615 Est. Cost $25.09 Unrealized +14.0%
TSHA TAYSHA GENE THERAPIES INC 0.0%
Value $861K Shares 156,586 Est. Cost $4.86 Unrealized 0.0%
UPWK UPWORK INC 0.0%
Value $854K Shares 43,111 Est. Cost $17.43 Unrealized +5.2%
BW BABCOCK & WILCOX ENTERPRISES 0.0%
Value $775K Shares 122,280 Est. Cost $4.93 Unrealized 0.0%
ASPI ASP ISOTOPES INC 0.0%
Value $746K Shares 139,511 Est. Cost $7.33 Unrealized +8.5%
SWIM LATHAM GROUP INC 0.0%
Value $714K Shares 112,388 Est. Cost $6.25 Unrealized +11.9%
VCTR VICTORY CAP HLDGS INC 0.0%
Value $703K Shares 11,145 Est. Cost $58.94 Unrealized +7.4%
CPF CENTRAL PAC FINL CORP 0.0%
Value $690K Shares 22,150 Est. Cost $26.65 Unrealized +12.4%
CRM SALESFORCE INC 0.0%
Value $684K Shares 2,581 Est. Cost $182.62 Unrealized +35.9%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value $678K Shares 23,565 Est. Cost $24.58 Unrealized +75.9%
CW CURTISS WRIGHT CORP 0.0%
Value $668K Shares 1,211 Est. Cost $394.21 Unrealized +41.5%
ODD ODDITY TECH LTD 0.0%
Value $650K Shares 16,175 Est. Cost $60.97 Unrealized -25.9%
IHRT IHEARTMEDIA INC 0.0%
Value $647K Shares 155,516 Est. Cost $2.34 Unrealized +59.4%
GPGI COMPOSECURE INC 0.0%
Value $644K Shares 33,395 Est. Cost $12.26 Unrealized +62.8%
PBI PITNEY BOWES INC 0.0%
Value $642K Shares 60,710 Est. Cost $9.92 Unrealized +4.5%
NUVL NUVALENT INC 0.0%
Value $640K Shares 6,359 Est. Cost $98.60 Unrealized 0.0%
FROG JFROG LTD 0.0%
Value $617K Shares 9,884 Est. Cost $56.87 Unrealized 0.0%
CYTK CYTOKINETICS INC 0.0%
Value $609K Shares 9,584 Est. Cost $62.21 Unrealized 0.0%
SES SES AI CORPORATION 0.0%
Value $609K Shares 338,156 Est. Cost $1.20 Unrealized +87.4%
AEHR AEHR TEST SYS 0.0%
Value $608K Shares 30,111 Est. Cost $13.76 Unrealized +75.7%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $598K Shares 1,952 Est. Cost $174.59 Unrealized +97.3%
FIGS FIGS INC 0.0%
Value $555K Shares 48,828 Est. Cost $9.37 Unrealized 0.0%
VELO VELO3D INC 0.0%
Value $548K Shares 39,896 Est. Cost $13.74 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value $541K Shares 2,748 Est. Cost $111.23 Unrealized +53.1%
APEI AMERICAN PUB ED INC 0.0%
Value $534K Shares 14,117 Est. Cost $35.80 Unrealized 0.0%
CSIQ CANADIAN SOLAR INC 0.0%
Value $528K Shares 22,223 Est. Cost $21.80 Unrealized 0.0%
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value $524K Shares 12,567 Est. Cost $34.48 Unrealized +21.7%
FIGR FIGURE TECHNOLOGY SOLUTIO 0.0%
Value $523K Shares 12,803 Est. Cost $40.00 Unrealized 0.0%
EMBJ EMBRAER S.A. 0.0%
Value $510K Shares 7,924 Est. Cost $56.91 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $508K Shares 1,976 Est. Cost $158.63 Unrealized +66.9%
TLN TALEN ENERGY CORP 0.0%
Value $506K Shares 1,349 Est. Cost $237.27 Unrealized +63.8%
SGOV ISHARES TR 0.0%
Value $499K Shares 4,972 Est. Cost $704.04 Unrealized
PRCH PORCH GROUP INC 0.0%
Value $490K Shares 53,683 Est. Cost $11.15 Unrealized +8.0%
NRG NRG ENERGY INC 0.0%
Value $483K Shares 3,033 Est. Cost $130.97 Unrealized +26.2%
KRMN KARMAN HLDGS INC 0.0%
Value $472K Shares 6,455 Est. Cost $72.41 Unrealized 0.0%
CELC CELCUITY INC 0.0%
Value $465K Shares 4,660 Est. Cost $82.21 Unrealized 0.0%
LMB LIMBACH HLDGS INC 0.0%
Value $459K Shares 5,892 Est. Cost $113.50 Unrealized -27.5%
HQY HEALTHEQUITY INC 0.0%
Value $456K Shares 4,980 Est. Cost $95.73 Unrealized 0.0%
MAMA MAMAS CREATIONS INC 0.0%
Value $445K Shares 32,989 Est. Cost $11.49 Unrealized 0.0%
DNLI DENALI THERAPEUTICS INC 0.0%
Value $444K Shares 26,900 Est. Cost $16.88 Unrealized 0.0%
SNDK SANDISK CORP 0.0%
Value $442K Shares 1,860 Est. Cost $200.29 Unrealized 0.0%
SKYW SKYWEST INC 0.0%
Value $440K Shares 4,380 Est. Cost $95.54 Unrealized +4.8%
ZGN ERMENEGILDO ZEGNA N V 0.0%
Value $438K Shares 42,768 Est. Cost $10.21 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value $435K Shares 3,056 Est. Cost $106.59 Unrealized +16.2%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value $430K Shares 116,292 Est. Cost $3.23 Unrealized 0.0%
OPFI OPPFI INC 0.0%
Value $423K Shares 40,472 Est. Cost $11.24 Unrealized -9.8%
LUXE LUXEXPERIENCE BV 0.0%
Value $420K Shares 50,258 Est. Cost $8.10 Unrealized
MESO MESOBLAST LTD 0.0%
Value $415K Shares 23,005 Est. Cost $18.04 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value $410K Shares 23,619 Est. Cost $16.89 Unrealized +3.6%
GRBK GREEN BRICK PARTNERS INC 0.0%
Value $409K Shares 6,526 Est. Cost $65.93 Unrealized 0.0%
AVAV AEROVIRONMENT INC 0.0%
Value $409K Shares 1,689 Est. Cost $276.97 Unrealized +13.5%
PSNL PERSONALIS INC 0.0%
Value $404K Shares 50,705 Est. Cost $8.75 Unrealized 0.0%
GHM GRAHAM CORP 0.0%
Value $399K Shares 6,217 Est. Cost $60.36 Unrealized 0.0%
ADT ADT INC DEL 0.0%
Value $398K Shares 49,368 Est. Cost $8.07 Unrealized +2.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $395K Shares 1,197 Est. Cost $290.76 Unrealized +16.0%
NAMS NEWAMSTERDAM PHARMA COMPANY 0.0%
Value $394K Shares 11,239 Est. Cost $36.39 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value $391K Shares 696 Est. Cost $297.58 Unrealized +90.8%
AYI ACUITY INC 0.0%
Value $382K Shares 1,061 Est. Cost $260.77 Unrealized +38.5%
OLMA OLEMA PHARMACEUTICALS INC 0.0%
Value $380K Shares 15,206 Est. Cost $17.79 Unrealized 0.0%
APPN APPIAN CORP 0.0%
Value $367K Shares 10,366 Est. Cost $35.62 Unrealized 0.0%
AXTI AXT INC 0.0%
Value $363K Shares 22,215 Est. Cost $9.66 Unrealized 0.0%
LYFT LYFT INC 0.0%
Value $353K Shares 18,239 Est. Cost $20.79 Unrealized 0.0%
ABCL ABCELLERA BIOLOGICS INC 0.0%
Value $351K Shares 102,508 Est. Cost $4.41 Unrealized +1.3%
ADSK AUTODESK INC 0.0%
Value $350K Shares 1,182 Est. Cost $217.08 Unrealized +39.4%
WINA WINMARK CORP 0.0%
Value $348K Shares 859 Est. Cost $427.84 Unrealized 0.0%
IOO ISHARES TR 0.0%
Value $347K Shares 2,743 Est. Cost $126.66 Unrealized
GAP GAP INC 0.0%
Value $329K Shares 12,860 Est. Cost $24.07 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value $319K Shares 3,797 Est. Cost $72.97 Unrealized +10.5%
HLLY HOLLEY INC 0.0%
Value $318K Shares 77,032 Est. Cost $3.60 Unrealized 0.0%
TTAN SERVICETITAN INC 0.0%
Value $317K Shares 2,975 Est. Cost $108.30 Unrealized -9.8%
NTRA NATERA INC 0.0%
Value $315K Shares 1,376 Est. Cost $155.83 Unrealized +33.9%
MLI MUELLER INDS INC 0.0%
Value $312K Shares 2,720 Est. Cost $91.43 Unrealized +17.4%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value $289K Shares 1,511 Est. Cost $186.64 Unrealized +2.2%
SSYS STRATASYS LTD 0.0%
Value $282K Shares 32,493 Est. Cost $10.14 Unrealized -2.3%
ULS UL SOLUTIONS INC 0.0%
Value $270K Shares 3,420 Est. Cost $80.28 Unrealized 0.0%
ASND ASCENDIS PHARMA A/S 0.0%
Value $258K Shares 1,211 Est. Cost $173.05 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value $256K Shares 137,149 Est. Cost $1.92 Unrealized 0.0%
SYM SYMBOTIC INC 0.0%
Value $256K Shares 4,298 Est. Cost $26.19 Unrealized +152.1%
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value $255K Shares 9,609 Est. Cost $29.66 Unrealized -12.2%
CPS COOPER STD HLDGS INC 0.0%
Value $251K Shares 7,635 Est. Cost $32.56 Unrealized 0.0%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $242K Shares 21,080 Est. Cost $6.84 Unrealized +110.1%
U UNITY SOFTWARE INC 0.0%
Value $241K Shares 5,449 Est. Cost $37.08 Unrealized +9.9%
PTON PELOTON INTERACTIVE INC 0.0%
Value $227K Shares 36,795 Est. Cost $6.82 Unrealized +3.3%
SERV SERVE ROBOTICS INC 0.0%
Value $227K Shares 21,833 Est. Cost $12.01 Unrealized 0.0%
TEM TEMPUS AI INC 0.0%
Value $222K Shares 3,756 Est. Cost $64.94 Unrealized +20.5%
CCO CLEAR CHANNEL OUTDOOR HLDGS 0.0%
Value $212K Shares 95,912 Est. Cost $1.85 Unrealized 0.0%
PRLB PROTO LABS INC 0.0%
Value $210K Shares 4,148 Est. Cost $51.15 Unrealized 0.0%
ROIV ROIVANT SCIENCES LTD 0.0%
Value $210K Shares 9,662 Est. Cost $19.73 Unrealized 0.0%
RR RICHTECH ROBOTICS INC 0.0%
Value $208K Shares 64,298 Est. Cost $4.42 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value $204K Shares 3,487 Est. Cost $100.01 Unrealized -35.2%
OSCR OSCAR HEALTH INC 0.0%
Value $198K Shares 13,755 Est. Cost $14.87 Unrealized +16.4%
PGEN PRECIGEN INC 0.0%
Value $176K Shares 42,095 Est. Cost $3.87 Unrealized 0.0%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value $175K Shares 19,383 Est. Cost $8.66 Unrealized 0.0%
SOPH SOPHIA GENETICS SA 0.0%
Value $102K Shares 21,738 Est. Cost $4.53 Unrealized 0.0%