13F-HR filed by POLEN CAPITAL MANAGEMENT LLC
POLEN CAPITAL MANAGEMENT LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 221 holding rows worth $14,456,164,077.
- Accession
- 0001172661-26-001911
- Filer
- CIK 1034524
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 221 entries on the cover page, a total value of $14,456,164,077 stated on the cover page (in dollars after the unit check, H1), rows summing to $14,456,164,077 with VALUE read as dollars as filed, 13F file number 028-03687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 2,845,888 | $1,053,462,402 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,946,637 | $845,272,352 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 914,557 | $841,181,778 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,697,567 | $834,924,015 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,896,739 | $811,573,863 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,541,388 | $770,169,816 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 7,269,453 | $760,021,232 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 6,306,740 | $748,105,429 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,445,760 | $739,206,345 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 5,024,257 | $739,118,451 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,104,247 | $715,780,775 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 12,570,368 | $507,088,654 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 929,509 | $501,014,820 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 4,223,076 | $499,209,768 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 5,055,488 | $452,921,141 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,354,053 | $437,061,344 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 695,811 | $390,969,243 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 2,273,747 | $287,128,813 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 606,826 | $279,740,605 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 476,663 | $272,713,407 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,354,748 | $268,632,941 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 671,233 | $266,130,284 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,054,495 | $225,303,412 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,917,928 | $209,886,531 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 406,863 | $173,486,508 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 2,177,678 | $116,309,779 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 34,452 | $59,567,722 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 174,686 | $59,035,081 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 107,429 | $52,093,417 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 306,415 | $42,398,594 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 579,739 | $36,378,606 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 16,072 | $21,228,760 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 1,217,238 | $17,491,709 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 66,674 | $11,415,227 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 17,981 | $9,793,352 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 17,485 | $9,460,784 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 67,231 | $9,109,128 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 19,853 | $8,583,861 | dollars as filed | |
| BEL FUSE INC | 077347300 | CL B | 43,339 | $8,580,255 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 143,231 | $8,533,703 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 96,206 | $8,252,551 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 28,195 | $8,107,744 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 83,285 | $8,007,890 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 38,123 | $7,795,772 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 42,040 | $7,752,176 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 422,145 | $7,117,365 | dollars as filed | |
| CLEAR SECURE INC | 18467V109 | COM CL A | 145,900 | $7,063,019 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 16,030 | $7,001,827 | dollars as filed | |
| FASTLY INC | 31188V100 | CL A | 238,518 | $6,931,333 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 29,042 | $6,293,692 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 213,914 | $5,978,896 | dollars as filed | |
| DLOCAL LTD | G29018101 | CLASS A COM | 458,909 | $5,952,050 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 420,374 | $5,750,716 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 11,953 | $5,695,246 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 48,293 | $5,669,598 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 19,376 | $5,632,577 | dollars as filed | |
| ISHARES TR MSCI CHINA ETF | 46429B671 | MSCI CHINA ETF | 96,813 | $5,438,954 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 60,661 | $5,256,201 | dollars as filed | |
| ISHARES INC MSCI TAIWAN ETF | 46434G772 | MSCI TAIWAN ETF | 72,894 | $5,169,642 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 89,791 | $5,119,883 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 26,046 | $5,118,898 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 77,419 | $4,971,848 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 12,431 | $4,899,679 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 83,675 | $4,728,474 | dollars as filed | |
| BABCOCK & WILCOX ENTERPRISES | 05614L209 | COM | 271,492 | $3,988,217 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 410,278 | $3,807,380 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 30,831 | $3,747,225 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 105,634 | $3,586,274 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 44,066 | $3,527,483 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 45,934 | $3,411,059 | dollars as filed | |
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 10,043 | $3,235,754 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 34,725 | $3,207,548 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 118,059 | $3,057,724 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 88,051 | $2,995,481 | dollars as filed | |
| AEHR TEST SYSTEMS | 00760J108 | COMMON STOCK | 79,396 | $2,944,004 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 26,329 | $2,925,678 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 11,868 | $2,884,835 | dollars as filed | |
| ASTRONICS CORP COM | 046433108 | Stock | 42,410 | $2,830,019 | dollars as filed | |
| AXT INC | 00246W103 | COM | 49,368 | $2,812,989 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 7,368 | $2,739,054 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 32,874 | $2,722,322 | dollars as filed | |
| MILLICOM INTL CELLULAR S A | L6388F110 | COM STK | 36,096 | $2,705,034 | dollars as filed | |
| CORPORACION AMER ARPTS S A | L1995B107 | COM | 106,069 | $2,682,485 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 35,216 | $2,648,595 | dollars as filed | |
| VICTORY CAP HLDGS INC DEL COM CL A | 92645B103 | Stock | 39,868 | $2,610,557 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 24,337 | $2,565,120 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 51,951 | $2,553,911 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 7,101 | $2,452,330 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,757 | $2,443,256 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 294,754 | $2,434,668 | dollars as filed | |
| OPPENHEIMER HOLDINGS CL A | 683797104 | COMMON STOCK | 26,954 | $2,404,027 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 34,293 | $2,370,675 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 7,348 | $2,310,064 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 13,899 | $2,237,739 | dollars as filed | |
| RESOLUTE HLDGS MGMT INC | 76134H101 | COM | 13,669 | $2,218,479 | dollars as filed | |
| ASTEC INDS INC | 046224101 | COM | 41,172 | $2,216,700 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 20,210 | $2,195,008 | dollars as filed | |
| PROTO LABS INC | 743713109 | COM | 37,594 | $2,143,610 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 29,265 | $2,063,475 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 221,865 | $2,014,534 | dollars as filed | |
| IRADIMED CORP | 46266A109 | COMMON STOCK | 20,744 | $1,996,817 | dollars as filed | |
| PREFORMED LINE PRODS CO | 740444104 | COM | 7,341 | $1,987,576 | dollars as filed | |
| CELCUITY INC | 15102K100 | COM | 17,181 | $1,961,039 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 20,531 | $1,896,654 | dollars as filed | |
| ERO COPPER CORP COM | 296006109 | Stock | 70,159 | $1,871,141 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 119,574 | $1,848,614 | dollars as filed | |
| AZZ INC COM | 002474104 | Stock | 14,438 | $1,806,627 | dollars as filed | |
| FIGS INC CLASS A | 30260D103 | COMMON STOCK | 121,437 | $1,793,624 | dollars as filed | |
| AAR CORP | 000361105 | COM | 16,208 | $1,774,128 | dollars as filed | |
| LINDBLAD EXPEDITIONS HLDGS I | 535219109 | COM | 102,127 | $1,766,797 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 25,676 | $1,758,012 | dollars as filed | |
| LITTELFUSE INC COM | 537008104 | Stock | 4,959 | $1,682,837 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 18,840 | $1,666,775 | dollars as filed | |
| BUTTERFLY NETWORK INC | 124155102 | COM CL A | 406,260 | $1,641,290 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 103,345 | $1,641,119 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 116,051 | $1,610,788 | dollars as filed | |
| WISDOMTREE INC | 97717P104 | COM | 109,005 | $1,587,113 | dollars as filed | |
| KODIAK SCIENCES INC | 50015M109 | COM | 41,354 | $1,576,414 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 15,081 | $1,548,326 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 106,375 | $1,534,991 | dollars as filed | |
| IRSA INVERSIONES Y REP S A | 450047303 | CMN | 94,136 | $1,525,945 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 23,555 | $1,512,702 | dollars as filed | |
| GLOBAL X FDS | 37954Y889 | S&P 500 CATHOLIC | 18,868 | $1,474,534 | dollars as filed | |
| AXOSFINLINC | 05465C100 | STOK | 16,849 | $1,433,681 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 319,748 | $1,429,274 | dollars as filed | |
| GRAHAM CORP | 384556106 | COM | 17,813 | $1,405,802 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 24,324 | $1,381,117 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 117,610 | $1,364,276 | dollars as filed | |
| OUTFRONT MEDIA INC | 69007J304 | COM NEW | 51,411 | $1,362,392 | dollars as filed | |
| CHEESECAKE FACTORY INC | 163072101 | COM | 24,822 | $1,359,005 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 12,744 | $1,305,623 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 14,913 | $1,261,491 | dollars as filed | |
| ESQUIRE FINL HLDGS INC | 29667J101 | COM | 11,713 | $1,259,148 | dollars as filed | |
| DENALI THERAPEUTICS INC COM | 24823R105 | Stock | 65,301 | $1,253,779 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 13,098 | $1,249,680 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 42,109 | $1,214,002 | dollars as filed | |
| IVANHOE ELECTRIC INC US | 46578C108 | COMMON STOCK | 97,186 | $1,148,739 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 24,037 | $1,142,238 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 11,267 | $1,134,136 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 40,481 | $1,090,558 | dollars as filed | |
| SIONNA THERAPEUTICS INC | 829401108 | COMMON STOCK | 26,775 | $1,073,410 | dollars as filed | |
| VISHAY PRECISION GROUP INC | 92835K103 | COM | 24,263 | $1,053,499 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 2,553 | $1,039,760 | dollars as filed | |
| CENTRAL PAC FINL CORP | 154760409 | COM NEW | 32,323 | $1,033,043 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,052 | $1,028,389 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 1,930 | $1,006,534 | dollars as filed | |
| MAMAS CREATIONS INC COM | 56146T103 | Stock | 65,408 | $1,003,359 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 24,564 | $1,003,194 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 21,011 | $980,163 | dollars as filed | |
| CALLAWAY GOLF CO | 131193104 | COM | 70,431 | $977,582 | dollars as filed | |
| WINMARK CORP | 974250102 | COM | 2,283 | $976,097 | dollars as filed | |
| OPENLANE INC | 48238T109 | COM | 33,361 | $972,473 | dollars as filed | |
| ADTRAN HOLDINGS INC | 00486H105 | COM | 75,688 | $952,155 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 20,240 | $949,863 | dollars as filed | |
| HCI GROUP INC | 40416E103 | COM | 6,106 | $944,049 | dollars as filed | |
| STRIDE INC | 86333M108 | COM | 10,571 | $932,045 | dollars as filed | |
| KONTOOR BRANDS INC | 50050N103 | COM | 13,192 | $927,266 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 6,600 | $912,950 | dollars as filed | |
| CANTOR EQUITY PARTNERS II IN | G1827P106 | CL A ORD SHS | 82,865 | $902,400 | dollars as filed | |
| GREEN BRICK PARTNERS INC | 392709101 | COM | 13,184 | $849,709 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 58,674 | $834,931 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 1,192 | $811,895 | dollars as filed | |
| AMERICAN PUB ED INC | 02913V103 | COM | 14,122 | $803,259 | dollars as filed | |
| LIGHTPATH TECHNOLOGIES INC | 532257805 | COM CL A | 79,055 | $792,922 | dollars as filed | |
| BLACKSKY TECHNOLOGY INC | 09263B207 | COMMON STOCK | 30,642 | $770,953 | dollars as filed | |
| ETON PHARMACEUTICALS INC | 29772L108 | COMMON STOCK | 30,138 | $743,806 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 7,422 | $737,821 | dollars as filed | |
| FIREFLY AEROSPACE INC | 31816X106 | COM | 25,499 | $725,957 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 3,869 | $673,554 | dollars as filed | |
| ONCE UPON A FARM PBC | 68237F108 | COMMON STOCK | 40,631 | $664,317 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 23,926 | $595,289 | dollars as filed | |
| VELO3D INC | 92259N302 | COMMON STOCK | 61,433 | $576,856 | dollars as filed | |
| GPGI INC COM CL A | 20459V105 | Stock | 33,406 | $571,243 | dollars as filed | |
| Better Home & Finance Holding Co | 08774B508 | Class A common stock, par value $0.0001 per share | 15,959 | $568,460 | dollars as filed | |
| ASP ISOTOPES INC | 00218A105 | COM | 122,970 | $543,527 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 9,138 | $542,249 | dollars as filed | |
| ORION GROUP HOLDINGS INC | 68628V308 | COMMON STOCK | 49,265 | $536,989 | dollars as filed | |
| LEMONADEINC | 52567D107 | STOK | 8,219 | $515,167 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 6,553 | $503,860 | dollars as filed | |
| ANI PHARMACEUTICALS INC | 00182C103 | COM | 6,409 | $492,852 | dollars as filed | |
| THERMON GROUP HLDGS INC | 88362T103 | COM | 9,466 | $477,086 | dollars as filed | |
| FLOTEK INDUSTRIES INC | 343389409 | COMMON STOCK | 27,642 | $469,085 | dollars as filed | |
| MANITOWOC CO INC | 563571405 | COM NEW | 39,879 | $464,590 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 24,921 | $463,281 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 1,762 | $431,690 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 1,812 | $414,459 | dollars as filed | |
| CLEAR CHANNEL OUTDOOR HLDGS | 18453H106 | COM | 174,708 | $414,058 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 12,028 | $407,268 | dollars as filed | |
| DELUXE CORP MEDIUM TERM NTS COM | 248019101 | Stock | 14,157 | $389,884 | dollars as filed | |
| ANNEXON INC | 03589W102 | COM | 70,152 | $388,642 | dollars as filed | |
| MILLERKNOLL INC | 600544100 | COM | 26,305 | $380,370 | dollars as filed | |
| PHIBRO ANIMAL HEALTH CORP (CLA | 71742Q106 | CL A COM | 6,775 | $374,725 | dollars as filed | |
| ALTO NEUROSCIENCE INC COM SHS | 02157Q109 | Stock | 16,613 | $373,460 | dollars as filed | |
| CENTRAL PUERTO S A | 155038201 | SPONSORED ADR | 22,120 | $372,280 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 2,116 | $357,646 | dollars as filed | |
| MITEK SYS INC | 606710200 | COM NEW | 26,445 | $357,008 | dollars as filed | |
| BRISTOW GROUP INC | 11040G103 | COM | 7,483 | $350,878 | dollars as filed | |
| SKYWATER TECHNOLOGY INC COM | 83089J108 | Stock | 12,715 | $348,518 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 4,119 | $345,666 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 2,708 | $340,721 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 4,975 | $329,992 | dollars as filed | |
| HYPERLIQUID STRATEGIES | 44916Y106 | COMMON STOCK | 62,008 | $315,621 | dollars as filed | |
| SES AI CORPORATION | 78397Q109 | CL A COM | 320,271 | $308,101 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 2,769 | $306,805 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 453 | $287,809 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 2,491 | $263,797 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 1,269 | $253,787 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 1,275 | $251,507 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 1,549 | $245,280 | dollars as filed | |
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | 92837L109 | ADR | 3,214 | $242,561 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 1,063 | $236,060 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 21,246 | $230,307 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,215 | $226,859 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 4,763 | $218,241 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 682 | $217,715 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 2,286 | $209,489 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 10,692 | $207,639 | dollars as filed | |
| GRUPO FINANCIERO GALICIA | 399909100 | SPONSORED ADR | 4,388 | $204,963 | dollars as filed | |
| EL POLLO LOCO HOLDINGS INC | 268603107 | COMMON STOCK | 13,132 | $182,010 | dollars as filed | |
| NAUTILUS BIOTECHNOLOGY INC | 63909J108 | COM | 40,345 | $156,539 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 17,474 | $81,778 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001911 | this filing | 2026-05-14 | acceptance time not in the bulk data set |