Portfolio (Quarterly)
Guide ↗
POLEN CAPITAL MANAGEMENT LLC
· CIK 0001034524| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | SES | SES AI CORPORATION | Consumer Cyclical | 320,271 | $308K | 0.00% | SOLD |
| 62 | FSLR | FIRST SOLAR INC | Energy | 1,275 | $252K | 0.00% | SOLD |
| 63 | IT | GARTNER INC | Technology | 1,549 | $245K | 0.00% | SOLD |
| 64 | SMR | NUSCALE PWR CORP | Utilities | 21,246 | $230K | 0.00% | SOLD |
| 65 | CRM | SALESFORCE INC | Technology | 1,215 | $227K | 0.00% | SOLD |
| 66 | BIL | SPDR SERIES TRUST | — | 2,286 | $209K | 0.00% | SOLD |
| 67 | QXO | QXO INC | Industrials | 10,692 | $208K | 0.00% | SOLD |
| 68 | GGAL | GRUPO FINANCIERO GALICIA S.A | Financial Services | 4,388 | $205K | 0.00% | SOLD |
| 69 | NAUT | NAUTILUS BIOTECHNOLOGY INC | Healthcare | 40,345 | $157K | 0.00% | SOLD |
| 70 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 17,474 | $82K | 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%