Portfolio (Quarterly)
Guide ↗
POLEN CAPITAL MANAGEMENT LLC
· CIK 0001034524| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | OFRM | ONCE UPON A FARM PBC | Consumer Defensive | 40,631 | $664K | 0.01% | SOLD |
| 42 | HDB | HDFC BANK LTD | Financial Services | 23,926 | $595K | 0.00% | SOLD |
| 43 | GPGI | GPGI INC | Industrials | 33,406 | $571K | 0.00% | SOLD |
| 44 | — | BETTER HOME & FINANCE HOLDIN | — | 15,959 | $568K | 0.00% | SOLD |
| 45 | ORN | ORION GROUP HLDGS INC | Industrials | 49,265 | $537K | 0.00% | SOLD |
| 46 | LMND | LEMONADE INC | Financial Services | 8,219 | $515K | 0.00% | SOLD |
| 47 | ANIP | ANI PHARMACEUTICALS INC | Healthcare | 6,409 | $493K | 0.00% | SOLD |
| 48 | THR | THERMON GROUP HLDGS INC | Industrials | 9,466 | $477K | 0.00% | SOLD |
| 49 | MTW | MANITOWOC CO INC | Industrials | 39,879 | $465K | 0.00% | SOLD |
| 50 | MIR | MIRION TECHNOLOGIES INC | Industrials | 24,921 | $463K | 0.00% | SOLD |
| 51 | — | ASCENDIS PHARMA A/S | — | 1,812 | $414K | 0.00% | SOLD |
| 52 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 174,708 | $414K | 0.00% | SOLD |
| 53 | DLX | DELUXE CORP MEDIUM TERM NTS | Communication Services | 14,157 | $390K | 0.00% | SOLD |
| 54 | ANNX | ANNEXON INC | Healthcare | 70,152 | $389K | 0.00% | SOLD |
| 55 | PAHC | PHIBRO ANIMAL HEALTH CORP | Healthcare | 6,775 | $375K | 0.00% | SOLD |
| 56 | ANRO | ALTO NEUROSCIENCE INC | Healthcare | 16,613 | $373K | 0.00% | SOLD |
| 57 | CEPU | CENTRAL PUERTO S A | Utilities | 22,120 | $372K | 0.00% | SOLD |
| 58 | VTOL | BRISTOW GROUP INC | Energy | 7,483 | $351K | 0.00% | SOLD |
| 59 | SKYT | SKYWATER TECHNOLOGY INC | Technology | 12,715 | $349K | 0.00% | SOLD |
| 60 | AA | ALCOA CORP | Basic Materials | 4,975 | $330K | 0.00% | SOLD |
Sector Allocation
Technology
44.4%
Financial Services
15.6%
Consumer Cyclical
13.3%
Healthcare
12.5%
Industrials
7.1%
Communication Services
2.4%
Real Estate
2.3%
Utilities
2.2%
Energy
0.1%
Basic Materials
0.0%