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Polen Capital Management Portfolio holdings
AUM
$14.5B
1-Year Est. Return
5.7%
This Fund
S&P 500
1 Year Est. Return
+5.7%
AUM
$23.4B
AUM Growth
-$7.39B
(-24%)
Holding
288
Top Buys
| 1 | +$449M | |
| 2 | +$260M | |
| 3 | +$58.9M | |
| 4 |
Spotify
SPOT
|
+$37.9M |
| 5 |
Vanguard Growth ETF
VUG
|
+$10.5M |
Top Sells
| 1 | +$620M | |
| 2 | +$593M | |
| 3 | +$556M | |
| 4 |
Oracle
ORCL
|
+$501M |
| 5 |
Netflix
NFLX
|
+$498M |
Sector Composition
| 1 | Technology | 42.79% |
| 2 | Healthcare | 17.61% |
| 3 | Financials | 16.56% |
| 4 | Consumer Discretionary | 13.33% |
| 5 | Communication Services | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Credo Technology Group
CRDO
$48.1B
| $1.14M | ﹤0.01% |
7,915
-2,189
|
|
||
127
Howard Hughes
HHH
$4.3B
| $1.12M | ﹤0.01% |
13,980
-9,843
|
|
||
128
Rocket Lab Corp
RKLB
$50.6B
| $1.07M | ﹤0.01% |
+15,324
|
|
||
129
Mirum Pharmaceuticals
MIRM
$7.45B
| $1.06M | ﹤0.01% |
13,360
+21
|
|
||
130
Xeris Biopharma Holdings
XERS
$1.44B
| $1.05M | ﹤0.01% |
133,416
+225
|
|
||
131
Constellation Energy
CEG
$89.8B
| $993K | ﹤0.01% |
2,812
-1,387
|
|
||
132
Millicom
TIGO
$16.2B
| $980K | ﹤0.01% |
17,685
+23
|
|
||
133
Astec Industries
ASTE
$1.3B
| $968K | ﹤0.01% |
22,344
+4,236
|
|
||
134
Scholar Rock
SRRK
$6.8B
| $959K | ﹤0.01% |
21,762
+3,702
|
|
||
135
Axos Financial
AX
$5.54B
| $947K | ﹤0.01% |
10,986
+1,807
|
|
||
136
Kura Oncology
KURA
$1.02B
| $944K | ﹤0.01% |
+90,847
|
|
||
137
ThredUp
TDUP
$852M
| $930K | ﹤0.01% |
145,615
+35,245
|
|
||
138
NuScale Power
SMR
$3.13B
| $916K | ﹤0.01% |
64,615
-18,928
|
|
||
139
Taysha Gene Therapies
TSHA
$1.82B
| $861K | ﹤0.01% |
+156,586
|
|
||
140
Upwork
UPWK
$1.09B
| $854K | ﹤0.01% |
43,111
+31,727
|
|
||
141
Babcock & Wilcox
BW
$1.74B
| $775K | ﹤0.01% |
+122,280
|
|
||
142
ASP Isotopes
ASPI
$631M
| $746K | ﹤0.01% |
139,511
-93,402
|
|
||
143
Latham Group
SWIM
$722M
| $714K | ﹤0.01% |
112,388
-54,301
|
|
||
144
Victory Capital Holdings
VCTR
$5.77B
| $703K | ﹤0.01% |
11,145
-6,990
|
|
||
145
Central Pacific Financial
CPF
$999M
| $690K | ﹤0.01% |
22,150
+4,913
|
|
||
146
Salesforce
CRM
$134B
| $684K | ﹤0.01% |
2,581
-1,171
|
|
||
147
American Superconductor
AMSC
$1.74B
| $678K | ﹤0.01% |
23,565
-23,726
|
|
||
148
Curtiss-Wright
CW
$27.9B
| $668K | ﹤0.01% |
1,211
-698
|
|
||
149
ODDITY Tech
ODD
$788M
| $650K | ﹤0.01% |
16,175
-8,734
|
|
||
150
iHeartMedia
IHRT
$623M
| $647K | ﹤0.01% |
155,516
+13,807
|
|