Portfolio (Quarterly)
Guide ↗
POLEN CAPITAL MANAGEMENT LLC
· CIK 0001034524| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SKYW | SKYWEST INC | Industrials | 4,380 | $440K | 0.00% | SOLD |
| 42 | ZGN | ERMENEGILDO ZEGNA N V | Consumer Cyclical | 42,768 | $438K | 0.00% | SOLD |
| 43 | ESPR | ESPERION THERAPEUTICS INC NE | Healthcare | 116,292 | $430K | 0.00% | SOLD |
| 44 | OPFI | OPPFI INC | Technology | 40,472 | $423K | 0.00% | SOLD |
| 45 | — | LUXEXPERIENCE BV | — | 50,258 | $420K | 0.00% | SOLD |
| 46 | — | MESOBLAST LTD | — | 23,005 | $415K | 0.00% | SOLD |
| 47 | NMRK | NEWMARK GROUP INC | Real Estate | 23,619 | $410K | 0.00% | SOLD |
| 48 | AVAV | AEROVIRONMENT INC | Industrials | 1,689 | $409K | 0.00% | SOLD |
| 49 | PSNL | PERSONALIS INC | Healthcare | 50,705 | $404K | 0.00% | SOLD |
| 50 | ADT | ADT INC DEL | Industrials | 49,368 | $398K | 0.00% | SOLD |
| 51 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,197 | $395K | 0.00% | SOLD |
| 52 | — | NEWAMSTERDAM PHARMA COMPANY | — | 11,239 | $394K | 0.00% | SOLD |
| 53 | MEDP | MEDPACE HLDGS INC | Healthcare | 696 | $391K | 0.00% | SOLD |
| 54 | AYI | ACUITY INC | Industrials | 1,061 | $382K | 0.00% | SOLD |
| 55 | OLMA | OLEMA PHARMACEUTICALS INC | Healthcare | 15,206 | $380K | 0.00% | SOLD |
| 56 | APPN | APPIAN CORP | Technology | 10,366 | $367K | 0.00% | SOLD |
| 57 | LYFT | LYFT INC | Technology | 18,239 | $353K | 0.00% | SOLD |
| 58 | ABCL | ABCELLERA BIOLOGICS INC | Healthcare | 102,508 | $351K | 0.00% | SOLD |
| 59 | ADSK | AUTODESK INC | Technology | 1,182 | $350K | 0.00% | SOLD |
| 60 | IOO | ISHARES TR | — | 2,743 | $347K | 0.00% | SOLD |
Sector Allocation
Technology
42.2%
Financial Services
17.6%
Healthcare
14.8%
Consumer Cyclical
12.4%
Communication Services
8.4%
Real Estate
3.6%
Industrials
0.8%
Energy
0.1%
Basic Materials
0.0%
Consumer Defensive
0.0%