POLEN CAPITAL MANAGEMENT LLC

This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/14/2026 · full comparison · all filings

New · 69 Add · 71 Reduce · 81 Exit · 82
Action Issuer Δ Shares Δ Shares % Δ Port % Filed
Reduce AMAZON COM INC -4,756,982 -55.0% -2.91 pp 5/14/2026
Reduce MICROSOFT CORP -1,064,097 -27.2% -0.79 pp 5/14/2026
Reduce ORACLE CORP -2,161,239 -30.1% -0.87 pp 5/14/2026
Reduce ELI LILLY & CO -331,533 -26.6% +0.10 pp 5/14/2026
Reduce ABBOTT LABORATORIES -3,947,149 -99.6% -2.11 pp 5/14/2026
Reduce ADOBE INC -1,333,720 -99.1% -1.99 pp 5/14/2026
Reduce MASTERCARD INCORPORATED -590,339 -27.7% +0.13 pp 5/14/2026
Reduce VISA INC -929,582 -27.5% +0.06 pp 5/14/2026
Reduce ALPHABET INC -1,071,484 -26.7% +0.46 pp 5/14/2026
Reduce SHOPIFY INC -895,132 -12.4% +0.23 pp 5/14/2026
Reduce BROADCOM INC -834,070 -23.6% +0.56 pp 5/14/2026
Reduce BOSTON SCIENTIFIC CORP -3,439,813 -85.6% -1.38 pp 5/14/2026
Reduce INTUIT -492,803 -96.1% -1.39 pp 5/14/2026
Reduce PAYCOM SOFTWARE INC -1,804,197 -98.3% -1.22 pp 5/14/2026
Reduce NVIDIA CORPORATION -1,223,865 -23.0% +0.71 pp 5/14/2026
New META PLATFORMS INC +476,663 New +1.89 pp 5/14/2026
Reduce MSCI INC -401,576 -30.2% +0.21 pp 5/14/2026
Reduce IDEXX LABS INC -264,726 -27.6% -0.07 pp 5/14/2026
Reduce ACCENTURE PLC IRELAND -527,959 -28.0% -0.30 pp 5/14/2026
New LAM RESEARCH CORP +1,054,495 New +1.56 pp 5/14/2026
Reduce AON PLC -492,241 -26.7% +0.24 pp 5/14/2026
Reduce ZOETIS INC -1,339,593 -24.1% +0.46 pp 5/14/2026
Reduce INTUITIVE SURGICAL INC -235,792 -28.0% -0.10 pp 5/14/2026
Reduce ISHARES TR -369,223 -47.6% -0.37 pp 5/14/2026
Add COSTAR GROUP INC +7,679,432 +157.0% +2.10 pp 5/14/2026
Reduce SYNOPSYS INC -173,648 -20.6% +0.15 pp 5/14/2026
Reduce AIRBNB INC -756,983 -25.0% +0.23 pp 5/14/2026
Reduce STARBUCKS CORP -1,729,820 -25.5% +0.69 pp 5/14/2026
New ROLLINS INC +2,177,678 New +0.80 pp 5/14/2026
Add SERVICENOW INC +1,588,665 +28.0% +1.54 pp 5/14/2026
Reduce UBER TECHNOLOGIES INC -647,865 -18.2% +0.21 pp 5/14/2026
Reduce SAP SE -166,658 -71.4% -0.16 pp 5/14/2026
Reduce ISHARES TR -303,718 -49.8% -0.08 pp 5/14/2026
Reduce MERCADOLIBRE INC -13,468 -28.1% 0.00 pp 5/14/2026
Exit ICON PLC -105,206 Exit -0.08 pp 5/14/2026
Reduce HDFC BANK LTD -343,081 -93.5% -0.05 pp 5/14/2026
Exit MONDAY COM LTD -79,332 Exit -0.05 pp 5/14/2026
Add SPOTIFY TECHNOLOGY S A +35,771 +49.9% +0.18 pp 5/14/2026
Exit ISHARES TR -13,669 Exit -0.04 pp 5/14/2026
Add ASML HLDG NV +4,877 +43.6% +0.10 pp 5/14/2026
Reduce VANGUARD INDEX FDS -17,094 -51.6% -0.02 pp 5/14/2026
Reduce NETFLIX INC. -90,512 -52.1% -0.01 pp 5/14/2026
New DIGITALOCEAN HLDGS INC +96,206 New +0.06 pp 5/14/2026
New FASTLY INC +238,518 New +0.05 pp 5/14/2026
Reduce ISHARES TR -101,085 -79.7% -0.02 pp 5/14/2026
Reduce ON HLDG AG -106,432 -54.7% -0.02 pp 5/14/2026
Exit GLOBANT S A -90,462 Exit -0.03 pp 5/14/2026
Add CLEAR SECURE INC +106,575 +271.0% +0.04 pp 5/14/2026
New ISHARES TR +96,813 New +0.04 pp 5/14/2026
New ISHARES INC +72,894 New +0.04 pp 5/14/2026
New ASTRAZENECA PLC +26,046 New +0.04 pp 5/14/2026
Add AMPRIUS TECHNOLOGIES INC +133,855 +46.4% +0.04 pp 5/14/2026
Add BEL FUSE INC +20,817 +92.4% +0.04 pp 5/14/2026
Exit MAKEMYTRIP LIMITED MAURITIUS -53,658 Exit -0.02 pp 5/14/2026
Add MODINE MFG CO +14,733 +103.0% +0.04 pp 5/14/2026
Add CECO ENVIRONMENTAL CORP +73,456 +105.3% +0.04 pp 5/14/2026
Reduce VANGUARD INTL EQUITY INDEX F -26,992 -80.4% -0.01 pp 5/14/2026
Add PLANET LABS PBC +102,376 +91.8% +0.03 pp 5/14/2026
Reduce ADAPTIVE BIOTECHNOLOGIES COR -209,716 -64.4% -0.01 pp 5/14/2026
Add BROOKDALE SR LIVING INC +219,786 +109.6% +0.03 pp 5/14/2026
Exit PDD HOLDINGS INC -31,329 Exit -0.02 pp 5/14/2026
Reduce TENCENT MUSIC ENTMT GROUP -2,189 -0.5% 0.00 pp 5/14/2026
Add SOLARIS ENERGY INFRAS INC +55,078 +192.6% +0.03 pp 5/14/2026
Exit KAROOOOO LTD -74,821 Exit -0.01 pp 5/14/2026
Add SPHERE ENTERTAINMENT CO +24,465 +102.7% +0.03 pp 5/14/2026
Reduce WILLIS TOWERS WATSON PLC LTD -8,049 -29.3% 0.00 pp 5/14/2026
New PRAXIS PRECISION MEDICINES I +10,043 New +0.02 pp 5/14/2026
Add BABCOCK & WILCOX ENTERPRISES +149,212 +122.0% +0.02 pp 5/14/2026
Add FIGURE TECHNOLOGY SOLUTIO +92,831 +725.1% +0.02 pp 5/14/2026
Add KARMAN HLDGS INC +37,611 +582.7% +0.02 pp 5/14/2026
Add CARPENTER TECHNOLOGY CORP +6,369 +105.1% +0.03 pp 5/14/2026
Reduce POWELL INDS INC -2,856 -14.0% +0.04 pp 5/14/2026
Reduce MEDTRONIC PLC -23,839 -28.2% 0.00 pp 5/14/2026
Add GENEDX HOLDINGS CORP +17,558 +29.3% 0.00 pp 5/14/2026
Add NLIGHT INC +28,167 +45.7% +0.03 pp 5/14/2026
Reduce SEA LTD -9,836 -23.0% 0.00 pp 5/14/2026
Exit HURON CONSULTING GROUP INC -15,086 Exit -0.01 pp 5/14/2026
Reduce BLOOM ENERGY CORP -8,203 -10.9% +0.04 pp 5/14/2026
Reduce HCI GROUP INC -12,020 -66.3% -0.01 pp 5/14/2026
New SITIME CORP +7,101 New +0.02 pp 5/14/2026
Add AXT INC +27,153 +122.2% +0.02 pp 5/14/2026
Add AEHR TEST SYS +49,285 +163.7% +0.02 pp 5/14/2026
Exit WORKDAY INC -10,782 Exit -0.01 pp 5/14/2026
New VICOR CORP +13,899 New +0.02 pp 5/14/2026
Reduce AFFIRM HLDGS INC -28,206 -85.6% -0.01 pp 5/14/2026
Add BWX TECHNOLOGIES INC +5,795 +17.9% +0.03 pp 5/14/2026
Exit BWX TECHNOLOGIES INC put -12,500 Exit -0.01 pp 5/14/2026
Reduce STATE STR SPDR S&P 500 ETF T -2,960 -44.1% 0.00 pp 5/14/2026
Reduce RESOLUTE HLDGS MGMT INC -7,246 -34.6% 0.00 pp 5/14/2026
Exit ALPHATEC HLDGS INC -95,761 Exit -0.01 pp 5/14/2026
Reduce ARGAN INC -6,905 -27.7% +0.03 pp 5/14/2026
Reduce GARTNER INC -7,204 -82.3% -0.01 pp 5/14/2026
Reduce DAVE INC -7,936 -67.2% -0.01 pp 5/14/2026
Add PROTO LABS INC +33,446 +806.3% +0.01 pp 5/14/2026
Reduce TAIWAN SEMICONDUCTOR MANUFAC -25,907 -12.9% +0.15 pp 5/14/2026
Reduce FIRST SOLAR INC -7,027 -84.6% -0.01 pp 5/14/2026
Add VICTORY CAP HLDGS INC DEL +28,723 +257.7% +0.02 pp 5/14/2026
Exit VANGUARD INDEX FDS -5,677 Exit -0.01 pp 5/14/2026
Add NU HLDGS LTD +59,402 +5.1% +0.04 pp 5/14/2026
Exit BLOOM ENERGY CORP put -21,600 Exit -0.01 pp 5/14/2026
Add VSE CORP +7,650 +22.2% +0.03 pp 5/14/2026
New AZZ INC +14,438 New +0.01 pp 5/14/2026
New AAR CORP +16,208 New +0.01 pp 5/14/2026
Add CONSTRUCTION PARTNERS INC +15,714 +148.0% +0.02 pp 5/14/2026
New LINDBLAD EXPEDITIONS HLDGS I +102,127 New +0.01 pp 5/14/2026
Exit RED VIOLET INC -30,328 Exit -0.01 pp 5/14/2026
Add MILLICOM INTL CELLULAR S A +18,411 +104.1% +0.01 pp 5/14/2026
New LITTELFUSE INC +4,959 New +0.01 pp 5/14/2026
New SHAKE SHACK INC +18,840 New +0.01 pp 5/14/2026
Add SCHOLAR ROCK HLDG CORP +30,189 +138.7% +0.01 pp 5/14/2026
New WISDOMTREE INC +109,005 New +0.01 pp 5/14/2026
Reduce ALPHABET INC -2,669 -8.6% +0.01 pp 5/14/2026
New TERAWULF INC +106,375 New +0.01 pp 5/14/2026
Add CELCUITY INC +12,521 +268.7% +0.01 pp 5/14/2026
Reduce CARVANA CO -1,626 -18.1% 0.00 pp 5/14/2026
Add IES HOLDINGS INC +1,012 +9.2% +0.02 pp 5/14/2026
Reduce SOFI TECHNOLOGIES INC -14,105 -12.0% 0.00 pp 5/14/2026
Reduce MIRION TECHNOLOGIES INC -54,498 -68.6% 0.00 pp 5/14/2026
Reduce IVANHOE ELECTRIC INC -60,696 -38.4% 0.00 pp 5/14/2026
New NEXGEN ENERGY LTD +117,610 New +0.01 pp 5/14/2026
New OUTFRONT MEDIA INC +51,411 New +0.01 pp 5/14/2026
New CHEESECAKE FACTORY INC +24,822 New +0.01 pp 5/14/2026
Exit THERMO FISHER SCIENTIFIC INC -2,307 Exit -0.01 pp 5/14/2026
Add CORPORACION AMER ARPTS S A +54,150 +104.3% +0.01 pp 5/14/2026
Exit PAGAYA TECHNOLOGIES LTD -63,497 Exit -0.01 pp 5/14/2026
New APPLIED OPTOELECTRONICS INC +14,913 New +0.01 pp 5/14/2026
New CIRCLE INTERNET GROUP INC +13,098 New +0.01 pp 5/14/2026
Add ASTEC INDS INC +18,828 +84.3% +0.01 pp 5/14/2026
Add FIGS INC +72,609 +148.7% +0.01 pp 5/14/2026
Add OPPENHEIMER HLDGS INC +10,611 +64.9% +0.01 pp 5/14/2026
New IONQ INC +42,109 New +0.01 pp 5/14/2026
Add GUARDANT HEALTH INC +15,058 +76.6% +0.01 pp 5/14/2026
Exit GRAIL INC -13,526 Exit 0.00 pp 5/14/2026
Exit LIQUIDIA CORPORATION -33,538 Exit 0.00 pp 5/14/2026
Exit ARTIVION INC -25,259 Exit 0.00 pp 5/14/2026
New TWIST BIOSCIENCE CORP +24,037 New +0.01 pp 5/14/2026
Exit CREDO TECHNOLOGY GROUP HOLDI -7,915 Exit 0.00 pp 5/14/2026
Exit HOWARD HUGHES HOLDINGS INC -13,980 Exit 0.00 pp 5/14/2026
Exit SOFI TECHNOLOGIES INC put -41,800 Exit 0.00 pp 5/14/2026
Reduce APPLE INC -3,672 -47.5% 0.00 pp 5/14/2026
New VISHAY PRECISION GROUP INC +24,263 New +0.01 pp 5/14/2026
Exit XERIS BIOPHARMA HOLDINGS INC -133,416 Exit 0.00 pp 5/14/2026
New FABRINET +1,930 New +0.01 pp 5/14/2026
Add GRAHAM CORP +11,596 +186.5% +0.01 pp 5/14/2026
Exit CONSTELLATION ENERGY CORP -2,812 Exit 0.00 pp 5/14/2026
New FLUOR CORP +21,011 New +0.01 pp 5/14/2026
New CALLAWAY GOLF CO +70,431 New +0.01 pp 5/14/2026
New ADTRAN HOLDINGS INC +75,688 New +0.01 pp 5/14/2026
Reduce GRUPO FINANCIERO GALICIA S.A -16,985 -79.5% 0.00 pp 5/14/2026
Exit KURA ONCOLOGY INC -90,847 Exit 0.00 pp 5/14/2026
Reduce TESLA INC -803 -9.8% 0.00 pp 5/14/2026
New STRIDE INC +10,571 New +0.01 pp 5/14/2026
Exit THREDUP INC -145,615 Exit 0.00 pp 5/14/2026
New KONTOOR BRANDS INC +13,192 New +0.01 pp 5/14/2026
New CANTOR EQUITY PARTNERS II IN +82,865 New +0.01 pp 5/14/2026
Add JOBY AVIATION INC +44,687 +17.9% 0.00 pp 5/14/2026
Exit UPWORK INC -43,111 Exit 0.00 pp 5/14/2026
Add MIRUM PHARMACEUTICALS INC +7,171 +53.7% +0.01 pp 5/14/2026
Add LIFE TIME GROUP HOLDINGS INC +30,872 +321.3% +0.01 pp 5/14/2026
New ARLO TECHNOLOGIES INC +58,674 New +0.01 pp 5/14/2026
Add PREFORMED LINE PRODS CO +1,681 +29.7% +0.01 pp 5/14/2026
Add DENALI THERAPEUTICS INC +38,401 +142.8% +0.01 pp 5/14/2026
New LIGHTPATH TECHNOLOGIES INC +79,055 New +0.01 pp 5/14/2026
Reduce GLOBAL X FDS -8,698 -31.6% 0.00 pp 5/14/2026
Add PROTAGONIST THERAPEUTICS INC +3,988 +19.6% +0.01 pp 5/14/2026
New BLACKSKY TECHNOLOGY INC +30,642 New +0.01 pp 5/14/2026
Reduce TECHNIPFMC PLC -1,622 -4.5% +0.01 pp 5/14/2026
Add THE REALREAL INC +46,777 +26.7% 0.00 pp 5/14/2026
New ETON PHARMACEUTICALS INC +30,138 New +0.01 pp 5/14/2026
New FIREFLY AEROSPACE INC +25,499 New +0.01 pp 5/14/2026
Exit LATHAM GROUP INC -112,388 Exit 0.00 pp 5/14/2026
Reduce NUSCALE PWR CORP -43,369 -67.1% 0.00 pp 5/14/2026
Exit AMERICAN SUPERCONDUCTOR CORP -23,565 Exit 0.00 pp 5/14/2026
Add NUVALENT INC +6,385 +100.4% +0.01 pp 5/14/2026
New ONCE UPON A FARM PBC +40,631 New 0.00 pp 5/14/2026
Exit ODDITY TECH LTD -16,175 Exit 0.00 pp 5/14/2026
Reduce DLOCAL LTD -7,900 -1.7% +0.01 pp 5/14/2026
Exit IHEARTMEDIA INC -155,516 Exit 0.00 pp 5/14/2026
Exit PITNEY BOWES INC -60,710 Exit 0.00 pp 5/14/2026
Add ISHARES TR +6,295 +126.6% +0.01 pp 5/14/2026
Reduce ICICI BANK LIMITED -5,813 -4.7% +0.01 pp 5/14/2026
Add WINMARK CORP +1,424 +165.8% +0.01 pp 5/14/2026
Reduce IRADIMED CORP -6,147 -22.9% 0.00 pp 5/14/2026
Exit CYTOKINETICS INC -9,584 Exit 0.00 pp 5/14/2026
Add ERO COPPER CORP +24,615 +54.0% +0.01 pp 5/14/2026
Reduce TRANSMEDICS GROUP INC -3,406 -31.5% 0.00 pp 5/14/2026
New BETTER HOME & FINANCE HOLDIN +15,959 New 0.00 pp 5/14/2026
Add KRATOS DEFENSE & SEC SOLUTIO +9,568 +48.6% +0.01 pp 5/14/2026
Add TAYSHA GENE THERAPIES INC +163,162 +104.2% +0.01 pp 5/14/2026
Add MAMAS CREATIONS INC +32,419 +98.3% +0.01 pp 5/14/2026
New ORION GROUP HLDGS INC +49,265 New 0.00 pp 5/14/2026
Exit CANADIAN SOLAR INC -22,223 Exit 0.00 pp 5/14/2026
Exit NAPCO SEC TECHNOLOGIES INC -12,567 Exit 0.00 pp 5/14/2026
New LEMONADE INC +8,219 New 0.00 pp 5/14/2026
Exit AUTOMATIC DATA PROCESSING IN -1,976 Exit 0.00 pp 5/14/2026
New SEMTECH CORP +6,553 New 0.00 pp 5/14/2026
New ANI PHARMACEUTICALS INC +6,409 New 0.00 pp 5/14/2026
Exit PORCH GROUP INC -53,683 Exit 0.00 pp 5/14/2026
Add AXOS FINANCIAL INC +5,863 +53.4% +0.01 pp 5/14/2026
Add BRIDGEBIO PHARMA INC +7,693 +20.1% +0.01 pp 5/14/2026
Exit NRG ENERGY INC -3,033 Exit 0.00 pp 5/14/2026
New THERMON GROUP HLDGS INC +9,466 New 0.00 pp 5/14/2026
New FLOTEK INDUSTRIES INC +27,642 New 0.00 pp 5/14/2026
New MANITOWOC CO INC +39,879 New 0.00 pp 5/14/2026
Exit LIMBACH HLDGS INC -5,892 Exit 0.00 pp 5/14/2026
Reduce SALESFORCE INC -1,366 -52.9% 0.00 pp 5/14/2026
Exit HEALTHEQUITY INC -4,980 Exit 0.00 pp 5/14/2026
Add ROCKET LAB CORP +8,231 +53.7% +0.01 pp 5/14/2026
Add STERLING INFRASTRUCTURE INC +601 +30.8% 0.00 pp 5/14/2026
Add GREEN BRICK PARTNERS INC +6,658 +102.0% 0.00 pp 5/14/2026
Exit SKYWEST INC -4,380 Exit 0.00 pp 5/14/2026
Exit ERMENEGILDO ZEGNA N V -42,768 Exit 0.00 pp 5/14/2026
Exit ESPERION THERAPEUTICS INC NE -116,292 Exit 0.00 pp 5/14/2026
Exit OPPFI INC -40,472 Exit 0.00 pp 5/14/2026
Add KODIAK SCIENCES INC +14 0.0% +0.01 pp 5/14/2026
Exit LUXEXPERIENCE BV -50,258 Exit 0.00 pp 5/14/2026
Exit MESOBLAST LTD -23,005 Exit 0.00 pp 5/14/2026
Exit NEWMARK GROUP INC -23,619 Exit 0.00 pp 5/14/2026
Exit AEROVIRONMENT INC -1,689 Exit 0.00 pp 5/14/2026
New VEECO INSTRS INC DEL +12,028 New 0.00 pp 5/14/2026
Reduce OPENLANE INC -12,898 -27.9% 0.00 pp 5/14/2026
Exit PERSONALIS INC -50,705 Exit 0.00 pp 5/14/2026
Exit ADT INC DEL -49,368 Exit 0.00 pp 5/14/2026
Exit UNITEDHEALTH GROUP INC -1,197 Exit 0.00 pp 5/14/2026
Exit NEWAMSTERDAM PHARMA COMPANY -11,239 Exit 0.00 pp 5/14/2026
Exit MEDPACE HLDGS INC -696 Exit 0.00 pp 5/14/2026
New DELUXE CORP MEDIUM TERM NTS +14,157 New 0.00 pp 5/14/2026
New ANNEXON INC +70,152 New 0.00 pp 5/14/2026
Reduce CAMECO CORP -7,964 -28.3% 0.00 pp 5/14/2026
Exit ACUITY INC -1,061 Exit 0.00 pp 5/14/2026
New MILLERKNOLL INC +26,305 New 0.00 pp 5/14/2026
Exit OLEMA PHARMACEUTICALS INC -15,206 Exit 0.00 pp 5/14/2026
New PHIBRO ANIMAL HEALTH CORP +6,775 New 0.00 pp 5/14/2026
New ALTO NEUROSCIENCE INC +16,613 New 0.00 pp 5/14/2026
New CENTRAL PUERTO S A +22,120 New 0.00 pp 5/14/2026
Exit APPIAN CORP -10,366 Exit 0.00 pp 5/14/2026
New AXSOME THERAPEUTICS INC. +2,116 New 0.00 pp 5/14/2026
New MITEK SYS INC +26,445 New 0.00 pp 5/14/2026
Exit LYFT INC -18,239 Exit 0.00 pp 5/14/2026
New BRISTOW GROUP INC +7,483 New 0.00 pp 5/14/2026
Exit ABCELLERA BIOLOGICS INC -102,508 Exit 0.00 pp 5/14/2026
Exit AUTODESK INC -1,182 Exit 0.00 pp 5/14/2026
New SKYWATER TECHNOLOGY INC +12,715 New 0.00 pp 5/14/2026
Exit ISHARES TR -2,743 Exit 0.00 pp 5/14/2026
New DIANTHUS THERAPEUTICS INC +4,119 New 0.00 pp 5/14/2026
Add CENTRAL PAC FINL CORP +10,173 +45.9% 0.00 pp 5/14/2026
Add JFROG LTD +10,356 +104.8% 0.00 pp 5/14/2026
New ALCOA CORP +4,975 New 0.00 pp 5/14/2026
Exit GAP INC -12,860 Exit 0.00 pp 5/14/2026
Add XOMETRY INC +2,243 +10.0% 0.00 pp 5/14/2026
Exit WESTERN ALLIANCE BANCORP -3,797 Exit 0.00 pp 5/14/2026
Exit HOLLEY INC -77,032 Exit 0.00 pp 5/14/2026
Exit SERVICETITAN INC -2,975 Exit 0.00 pp 5/14/2026
New HYPERLIQUID STRATEGIES INC +62,008 New 0.00 pp 5/14/2026
Reduce SES AI CORPORATION -17,885 -5.3% 0.00 pp 5/14/2026
Exit ARMSTRONG WORLD INDS INC NEW -1,511 Exit 0.00 pp 5/14/2026
Reduce TALEN ENERGY CORP -667 -49.4% 0.00 pp 5/14/2026
Exit STRATASYS LTD -32,493 Exit 0.00 pp 5/14/2026
Exit UL SOLUTIONS INC -3,420 Exit 0.00 pp 5/14/2026
Add AMERICAN PUB ED INC +5 0.0% 0.00 pp 5/14/2026
New SHARKNINJA INC +2,491 New 0.00 pp 5/14/2026
Exit PACIFIC BIOSCIENCES CALIF IN -137,149 Exit 0.00 pp 5/14/2026
Exit SYMBOTIC INC -4,298 Exit 0.00 pp 5/14/2026
Add RAMACO RES INC +31,067 +35.1% +0.01 pp 5/14/2026
Exit COOPER STD HLDGS INC -7,635 Exit 0.00 pp 5/14/2026
New VISTA ENERGY S.A.B. DE C.V. +3,214 New 0.00 pp 5/14/2026
Exit EOS ENERGY ENTERPRISES INC -21,080 Exit 0.00 pp 5/14/2026
Exit UNITY SOFTWARE INC -5,449 Exit 0.00 pp 5/14/2026
New MACOM TECH SOLUTIONS HLDGS I +1,063 New 0.00 pp 5/14/2026
Exit PELOTON INTERACTIVE INC -36,795 Exit 0.00 pp 5/14/2026
Exit SERVE ROBOTICS INC -21,833 Exit 0.00 pp 5/14/2026
Exit TEMPUS AI INC -3,756 Exit 0.00 pp 5/14/2026
Reduce SIONNA THERAPEUTICS INC -4,483 -14.3% 0.00 pp 5/14/2026
Exit ROIVANT SCIENCES LTD -9,662 Exit 0.00 pp 5/14/2026
New SPDR SERIES TRUST +2,286 New 0.00 pp 5/14/2026
Exit RICHTECH ROBOTICS INC -64,298 Exit 0.00 pp 5/14/2026
New QXO INC +10,692 New 0.00 pp 5/14/2026
Exit PAYPAL HLDGS INC -3,487 Exit 0.00 pp 5/14/2026
Reduce ASP ISOTOPES INC -16,541 -11.9% 0.00 pp 5/14/2026
Add CLEAR CHANNEL OUTDOOR HLDGS +78,796 +82.2% 0.00 pp 5/14/2026
Exit OSCAR HEALTH INC -13,755 Exit 0.00 pp 5/14/2026
New EL POLLO LOCO HLDGS INC +13,132 New 0.00 pp 5/14/2026
Reduce IRSA INVERSIONES Y REP S A -8,775 -8.5% 0.00 pp 5/14/2026
Exit PRECIGEN INC -42,095 Exit 0.00 pp 5/14/2026
Exit GRID DYNAMICS HLDGS INC -19,383 Exit 0.00 pp 5/14/2026
New NAUTILUS BIOTECHNOLOGY INC +40,345 New 0.00 pp 5/14/2026
Add ASCENDIS PHARMA A/S +601 +49.6% 0.00 pp 5/14/2026
Reduce BUTTERFLY NETWORK INC -66,711 -14.1% 0.00 pp 5/14/2026
Reduce SANDISK CORP -1,407 -75.6% 0.00 pp 5/14/2026
Reduce CURTISS WRIGHT CORP -19 -1.6% 0.00 pp 5/14/2026
Reduce FTAI AVIATION LTD -986 -35.9% 0.00 pp 5/14/2026
Add ESTABLISHMENT LABS HLDGS INC +6,849 +39.2% 0.00 pp 5/14/2026
Exit SOPHIA GENETICS SA -21,738 Exit 0.00 pp 5/14/2026
Reduce TWILIO INC -348 -11.4% 0.00 pp 5/14/2026
Reduce ASTRONICS CORP -11,281 -21.0% +0.01 pp 5/14/2026
New OPENDOOR TECHNOLOGIES INC +17,474 New 0.00 pp 5/14/2026
Add GPGI INC +11 0.0% 0.00 pp 5/14/2026
Add ESQUIRE FINL HLDGS INC +4 0.0% 0.00 pp 5/14/2026
Reduce NATERA INC -107 -7.8% 0.00 pp 5/14/2026
Add WAYFAIR INC +8,359 +31.1% +0.01 pp 5/14/2026
Add EMBRAER S.A. +1,214 +15.3% 0.00 pp 5/14/2026
Add VELO3D INC +21,537 +54.0% 0.00 pp 5/14/2026
Add MUELLER INDS INC +49 +1.8% 0.00 pp 5/14/2026