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Polen Capital Management, LLC
investitore istituzionale · portafoglio $11.6 Mld · 219 posizioni · report al 30.06.2026
Posizioni Azionarie report per 30.06.2026, depositato il 04.08.2026; variazione — rispetto al 31.03.2026 · 289
| Società | Azioni | Valore | % del portafoglio | Variazione Trimestrale |
|---|---|---|---|---|
| Eli Lilly and Company US:LLY | 666 912 | $800 Mln | 6.89% | −247 645 |
| NVIDIA Corporation US:NVDA | 3 978 446 | $796 Mln | 6.86% | −125 801 |
| Microsoft Corporation US:MSFT | 2 098 613 | $783 Mln | 6.74% | −747 275 |
| Alphabet Inc. US:GOOG | 2 165 218 | $765 Mln | 6.59% | −781 419 |
| Broadcom Inc. US:AVGO | 1 960 209 | $740 Mln | 6.38% | −737 358 |
| Amazon.com, Inc. US:AMZN | 2 809 953 | $670 Mln | 5.77% | −1 086 786 |
| Visa Inc. Class A US:V | 1 805 617 | $619 Mln | 5.34% | −640 143 |
| Mastercard Inc US:MA | 1 141 958 | $587 Mln | 5.05% | −399 430 |
| ServiceNow Inc US:NOW | 5 370 172 | $533 Mln | 4.59% | −1 899 281 |
| Oracle Corporation US:ORCL | 3 574 259 | $524 Mln | 4.51% | −1 449 998 |
| Shopify Inc US:SHOP | 4 577 524 | $523 Mln | 4.50% | −1 729 216 |
| MSCI Inc US:MSCI | 671 797 | $376 Mln | 3.24% | −257 712 |
| Lam Research Corp US:LRCX | 859 036 | $372 Mln | 3.21% | −195 459 |
| STARBUCKS CORP US:SBUX | 3 550 773 | $363 Mln | 3.13% | −1 504 715 |
| IDEXX Laboratories Inc US:IDXX | 532 384 | $280 Mln | 2.41% | −163 427 |
| GE Aerospace US:GE | 690 493 | $258 Mln | 2.22% | nuova |
| CoStar Group Inc US:CSGP | 8 759 314 | $248 Mln | 2.14% | −3 811 054 |
| Taiwan Semiconductor Manufac… US:TSM · certificato di deposito | 501 210 | $239 Mln | 2.06% | +326 524 |
| Airbnb Inc US:ABNB | 1 649 884 | $236 Mln | 2.03% | −623 863 |
| GE Vernova LLC US:GEV | 196 612 | $231 Mln | 1.99% | nuova |
| Meta Platforms, Inc. US:META | 329 573 | $186 Mln | 1.60% | −147 090 |
| Intuitive Surgical Inc US:ISRG | 447 944 | $178 Mln | 1.53% | −158 882 |
| Allegheny Technologies Incor… US:ATI | 819 236 | $161 Mln | 1.39% | nuova |
| Howmet Aerospace Inc US:HWM | 457 124 | $123 Mln | 1.06% | nuova |
| EMCOR Group Inc US:EME | 103 123 | $85.6 Mln | 0.74% | nuova |
| iShares Russell 1000 Growth… US:IWF · ETF | 613 639 | $76.2 Mln | 0.66% | +206 776 |
| Rollins Inc US:ROL | 1 590 903 | $66.4 Mln | 0.57% | −586 775 |
| AON PLC CUSIP G0403H108 | 164 035 | $54.4 Mln | 0.47% | −1 190 018 |
| MercadoLibre Inc. US:MELI | 25 926 | $44.0 Mln | 0.38% | −8 526 |
| Uber Technologies Inc US:UBER | 570 063 | $41.1 Mln | 0.35% | −2 347 865 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 81 578 | $37.5 Mln | 0.32% | −25 851 |
| ASML HLDG NV CUSIP N07059210 | 15 427 | $30.7 Mln | 0.26% | −645 |
| Zoetis Inc US:ZTS | 320 420 | $23.0 Mln | 0.20% | −3 902 656 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 152 800 | $19.0 Mln | 0.16% | −1 201 948 |
| iShares MSCI ACWI ETF US:ACWI · ETF | 120 540 | $18.9 Mln | 0.16% | −185 875 |
| Synopsys Inc US:SNPS | 41 267 | $18.4 Mln | 0.16% | −629 966 |
| DigitalOcean Holdings Inc US:DOCN | 101 350 | $15.9 Mln | 0.14% | +5 144 |
| TERAWULF INC. US:WULF | 563 139 | $13.9 Mln | 0.12% | +456 764 |
| CECO Environmental Corp. US:CECO | 137 977 | $12.5 Mln | 0.11% | −5 254 |
| Bloom Energy Corp US:BE | 40 838 | $12.4 Mln | 0.11% | −26 393 |
| Bel Fuse A Inc US:BELFB | 32 845 | $10.9 Mln | 0.09% | −10 494 |
| NU HLDGS LTD CUSIP G6683N103 | 752 747 | $10.1 Mln | 0.09% | −464 491 |
| Alphabet Inc. US:GOOGL | 27 810 | $9.94 Mln | 0.09% | −385 |
| nLIGHT Inc US:LASR | 133 448 | $9.29 Mln | 0.08% | +43 657 |
| JFROG LTD CUSIP M6191J100 | 93 117 | $8.46 Mln | 0.07% | +72 877 |
| Powell Industries Inc US:POWL | 29 181 | $8.36 Mln | 0.07% | +11 696 |
| Argan Inc US:AGX | 10 214 | $8.16 Mln | 0.07% | −7 767 |
| Modine Manufacturing Company US:MOD | 29 335 | $7.83 Mln | 0.07% | +293 |
| Clear Secure Inc US:YOU | 131 773 | $7.34 Mln | 0.06% | −14 127 |
| Brookdale Senior Living Inc US:BKD | 451 082 | $7.26 Mln | 0.06% | +30 708 |
| BWX Technologies Inc US:BWXT | 36 974 | $7.20 Mln | 0.06% | −1 149 |
| Cameco Corp US:CCJ | 68 968 | $7.03 Mln | 0.06% | +48 758 |
| VSE Corporation US:VSEC | 29 853 | $6.82 Mln | 0.06% | −12 187 |
| Sphere Entertainment Co. US:SPHR | 38 529 | $6.67 Mln | 0.06% | −9 764 |
| Solaris Energy Infrastructur… US:SEI | 80 324 | $6.46 Mln | 0.06% | −3 351 |
| Amprius Technologies Inc. US:AMPX | 465 598 | $6.45 Mln | 0.06% | +43 453 |
| Aehr Test Systems US:AEHR | 66 157 | $6.36 Mln | 0.05% | −13 239 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 73 200 | $6.31 Mln | 0.05% | +57 170 |
| DLOCAL LTD CUSIP G29018101 | 456 087 | $5.93 Mln | 0.05% | −2 822 |
| TheRealReal Inc US:REAL | 496 556 | $5.85 Mln | 0.05% | +274 691 |
| Twist Bioscience Corp US:TWST | 55 310 | $5.69 Mln | 0.05% | +31 273 |
| Vicor Corporation US:VICR | 14 924 | $5.67 Mln | 0.05% | +1 025 |
| IES Holdings Inc US:IESC | 7 275 | $5.34 Mln | 0.05% | −4 678 |
| Guardant Health Inc US:GH | 34 372 | $5.16 Mln | 0.04% | −353 |
| LIGHTPATH TECHNOLOGIES INC US:LPTH | 314 476 | $5.14 Mln | 0.04% | +235 421 |
| Planet Labs PBC US:PL | 149 211 | $4.94 Mln | 0.04% | −64 703 |
| Vishay Precision Group Inc US:VPG | 32 744 | $4.91 Mln | 0.04% | +8 481 |
| Netflix Inc US:NFLX | 68 139 | $4.87 Mln | 0.04% | −15 146 |
| Rackspace Technology Inc US:RXT | 709 189 | $4.63 Mln | 0.04% | nuova |
| Flotek Industries Inc US:FTK | 195 504 | $4.60 Mln | 0.04% | +167 862 |
| SAP SE ADR US:SAP · certificato di deposito | 28 773 | $4.43 Mln | 0.04% | −37 901 |
| Carpenter Technology Corpora… US:CRS | 6 756 | $4.17 Mln | 0.04% | −5 675 |
| Sitime Corporation US:SITM | 5 555 | $4.14 Mln | 0.04% | −1 546 |
| Butterfly Network, Inc. US:BFLY | 480 502 | $4.05 Mln | 0.03% | +74 242 |
| AXT Inc US:AXTI | 52 707 | $3.80 Mln | 0.03% | +3 339 |
| Tesla, Inc. US:TSLA | 8 974 | $3.77 Mln | 0.03% | +1 606 |
| Applied Digital Corporation US:APLD | 98 328 | $3.67 Mln | 0.03% | nuova |
| Veeco Instruments Inc US:VECO | 48 314 | $3.66 Mln | 0.03% | +36 286 |
| Babcock & Wilcox Enterprises… US:BW | 249 411 | $3.52 Mln | 0.03% | −22 081 |
| ASTRAZENECA PLC CUSIP G0593M107 | 18 621 | $3.51 Mln | 0.03% | −7 425 |
| Tencent Music Entertainment… US:TME · certificato di deposito | 407 182 | $3.40 Mln | 0.03% | −3 096 |
| AAR CORP US:AIR | 23 561 | $3.37 Mln | 0.03% | +7 353 |
| WILLIS TOWERS WATSON PLC LTD CUSIP G96629103 | 12 833 | $3.35 Mln | 0.03% | −6 543 |
| Taysha Gene Therapies Inc US:TSHA | 489 219 | $3.33 Mln | 0.03% | +169 471 |
| Lindblad Expeditions Holding… US:LIND | 114 915 | $3.25 Mln | 0.03% | +12 788 |
| Astronics Corporation US:ATRO | 39 379 | $3.20 Mln | 0.03% | −3 031 |
| Littelfuse Inc US:LFUS | 7 016 | $3.19 Mln | 0.03% | +2 057 |
| Astec Industries Inc US:ASTE | 52 160 | $3.19 Mln | 0.03% | +10 988 |
| Life Time Group Holdings Inc US:LTH | 76 705 | $3.13 Mln | 0.03% | +36 224 |
| Entravision Communications US:EVC | 236 939 | $3.09 Mln | 0.03% | nuova |
| MILLICOM INTL CELLULAR S A CUSIP L6388F110 | 33 602 | $3.05 Mln | 0.03% | −2 494 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 4 018 | $3.00 Mln | 0.03% | +261 |
| JOBY AVIATION INC CUSIP G65163100 | 332 157 | $2.96 Mln | 0.03% | +37 403 |
| COPA HOLDINGS SA CUSIP P31076105 | 18 948 | $2.95 Mln | 0.03% | nuova |
| Cardinal Infrastructure Grou… US:CDNL | 30 787 | $2.90 Mln | 0.02% | nuova |
| Scholar Rock Holding Corp US:SRRK | 52 132 | $2.87 Mln | 0.02% | +181 |
| Applied Opt US:AAOI | 19 272 | $2.86 Mln | 0.02% | +4 359 |
| Proto Labs Inc US:PRLB | 35 011 | $2.85 Mln | 0.02% | −2 583 |
| Oppenheimer Holdings Inc US:OPY | 26 834 | $2.83 Mln | 0.02% | −120 |
| Preformed Line Products Comp… US:PLPC | 6 875 | $2.82 Mln | 0.02% | −466 |
| Forgent Power Solutions, Inc… US:FPS | 50 328 | $2.81 Mln | 0.02% | nuova |
| ALPHA TAU MEDICAL LTD CUSIP M0740A108 | 220 751 | $2.78 Mln | 0.02% | nuova |
| Protagonist Therapeutics Inc US:PTGX | 22 651 | $2.78 Mln | 0.02% | −1 686 |
| Callaway Golf Company US:CALY | 146 013 | $2.74 Mln | 0.02% | +75 582 |
| AZZ Incorporated US:AZZ | 17 364 | $2.69 Mln | 0.02% | +2 926 |
| Hyperliquid Strategies Inc US:PURR | 340 311 | $2.68 Mln | 0.02% | +278 303 |
| The Cheesecake Factory US:CAKE | 33 297 | $2.65 Mln | 0.02% | +8 475 |
| Construction Partners Inc US:ROAD | 22 291 | $2.65 Mln | 0.02% | −4 038 |
| WisdomTree Inc. US:WT | 149 051 | $2.52 Mln | 0.02% | +40 046 |
| Five9 Inc US:FIVN | 117 256 | $2.50 Mln | 0.02% | nuova |
| Carvana Co US:CVNA | 37 504 | $2.47 Mln | 0.02% | +30 156 |
| Mirum Pharmaceuticals Inc US:MIRM | 20 899 | $2.45 Mln | 0.02% | +368 |
| Praxis Precision Medicines I… US:PRAX | 7 252 | $2.43 Mln | 0.02% | −2 791 |
| Knowles Cor US:KN | 58 485 | $2.43 Mln | 0.02% | nuova |
| Victory Capital Holdings Inc US:VCTR | 28 223 | $2.37 Mln | 0.02% | −11 645 |
| Mayville Engineering Co Inc US:MEC | 61 827 | $2.32 Mln | 0.02% | nuova |
| Rocket Lab USA Inc. US:RKLB | 22 751 | $2.31 Mln | 0.02% | −804 |
| Sea Ltd US:SE · certificato di deposito | 23 119 | $2.22 Mln | 0.02% | −9 755 |
| Adaptive Biotechnologies Cor… US:ADPT | 102 457 | $2.20 Mln | 0.02% | −13 594 |
| Novanta Inc US:NOVT | 13 366 | $2.17 Mln | 0.02% | nuova |
| SEMTECH CORP US:SMTC | 13 353 | $2.16 Mln | 0.02% | +6 800 |
| Penguin Solutions, Inc. US:PENG | 28 293 | $2.15 Mln | 0.02% | nuova |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 27 755 | $2.11 Mln | 0.02% | +2 079 |
| ON HLDG AG CUSIP H5919C104 | 58 741 | $2.08 Mln | 0.02% | −29 310 |
| Aktis Oncology, Inc. US:AKTS | 63 514 | $2.05 Mln | 0.02% | nuova |
| BillionToOne, Inc. Class A US:BLLN | 16 975 | $2.04 Mln | 0.02% | nuova |
| PTC Therapeutics Inc US:PTCT | 24 916 | $2.03 Mln | 0.02% | nuova |
| Outfront Media Inc US:OUT | 60 351 | $1.98 Mln | 0.02% | +8 940 |
| Graham Corporation US:GHM | 15 852 | $1.96 Mln | 0.02% | −1 961 |
| Travere Therapeutics Inc US:TVTX | 34 315 | $1.95 Mln | 0.02% | nuova |
| ESTABLISHMENT LABS HLDGS INC CUSIP G31249108 | 22 541 | $1.93 Mln | 0.02% | −1 783 |
| Wolfspeed, Inc. US:WOLF | 38 219 | $1.84 Mln | 0.02% | nuova |
| Mama's Creations, Inc. US:MAMA | 100 497 | $1.79 Mln | 0.02% | +35 089 |
| ADEIA CORP US:ADEA | 52 575 | $1.73 Mln | 0.01% | nuova |
| Ero Copper Corp US:ERO | 62 613 | $1.67 Mln | 0.01% | −7 546 |
| Resolute Holdings Management… US:RHLD | 11 464 | $1.66 Mln | 0.01% | −2 205 |
| Eton Pharmaceuticals Inc US:ETON | 45 379 | $1.64 Mln | 0.01% | +15 241 |
| Curtiss-Wright Corporation US:CW | 2 085 | $1.58 Mln | 0.01% | +893 |
| Ringcentral Inc US:RNG | 40 133 | $1.56 Mln | 0.01% | nuova |
| Adobe Systems Incorporated US:ADBE | 7 581 | $1.55 Mln | 0.01% | −4 287 |
| TECHNIPFMC PLC CUSIP G87110105 | 22 164 | $1.47 Mln | 0.01% | −12 129 |
| ERMENEGILDO ZEGNA N V CUSIP N30577105 | 111 273 | $1.45 Mln | 0.01% | nuova |
| Covenant Logistics Group, In… US:CVLG | 31 943 | $1.41 Mln | 0.01% | nuova |
| Kodiak Sciences Inc US:KOD | 35 469 | $1.38 Mln | 0.01% | −5 885 |
| AirJoule Technologies Corpor… US:AIRJ | 243 378 | $1.35 Mln | 0.01% | nuova |
| Velo3D, Inc. US:VELO | 74 422 | $1.31 Mln | 0.01% | +12 989 |
| OPENLANE, Inc. US:OPLN | 30 970 | $1.28 Mln | 0.01% | −2 391 |
| BITDEER TECHNOLOGIES GROUP CUSIP G11448100 | 79 540 | $1.26 Mln | 0.01% | nuova |
| Green Brick Partners Inc US:GRBK | 15 242 | $1.22 Mln | 0.01% | +2 058 |
| Vanguard Total World Stock I… US:VT · ETF | 7 719 | $1.21 Mln | 0.01% | +1 119 |
| SoFi Technologies Inc. US:SOFI | 65 611 | $1.18 Mln | 0.01% | −37 734 |
| FABRINET CUSIP G3323L100 | 2 087 | $1.17 Mln | 0.01% | +157 |
| Twilio Inc US:TWLO | 5 572 | $1.15 Mln | 0.01% | +2 864 |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 6 705 | $1.15 Mln | 0.01% | nuova |
| NATIONAL ENERGY SERVICES REU CUSIP G6375R107 | 38 252 | $1.14 Mln | 0.01% | nuova |
| Pursuit Attractions and Hosp… US:PRSU | 19 995 | $1.12 Mln | 0.01% | nuova |
| ICICI Bank Limited US:IBN · certificato di deposito | 38 124 | $1.11 Mln | 0.01% | −79 935 |
| Oscar Health Inc US:OSCR | 38 701 | $1.10 Mln | 0.01% | nuova |
| Axsome Therapeutics Inc US:AXSM | 4 468 | $1.09 Mln | 0.01% | +2 352 |
| UROGEN PHARMA LTD CUSIP M96088105 | 29 615 | $1.09 Mln | 0.01% | nuova |
| Global X S&P 500® Catholic V… US:CATH · ETF | 11 866 | $1.05 Mln | 0.01% | −7 002 |
| Vanguard S&P 500 ETF US:VOO · ETF | 1 518 | $1.04 Mln | 0.01% | nuova |
| RXO Inc. US:RXO | 37 400 | $1.03 Mln | 0.01% | nuova |
| WHITEFIBER INC CUSIP G96115103 | 26 281 | $1.02 Mln | 0.01% | nuova |
| Willscot Mobile Mini Holding… US:WSC | 34 229 | $988 k | 0.01% | nuova |
| ADTRAN Inc US:ADTN | 70 292 | $977 k | 0.01% | −5 396 |
| Embraer S.A. US:EMBJ · certificato di deposito | 14 701 | $938 k | 0.01% | +5 563 |
| ASP Isotopes Inc. US:ASPI | 149 559 | $930 k | 0.01% | +26 589 |
| Dianthus Therapeutics Inc. US:DNTH | 9 333 | $910 k | 0.01% | +5 214 |
| CHINA YUCHAI INTL LTD CUSIP G21082105 | 19 146 | $908 k | 0.01% | nuova |
| Apple Inc. US:AAPL | 2 892 | $837 k | 0.01% | −1 160 |
| CHURCHILL CAP CORP XI CUSIP G2131A108 | 45 590 | $796 k | 0.01% | nuova |
| El Pollo Loco Holdings, Inc. US:LOCO | 46 419 | $787 k | 0.01% | +33 287 |
| MACOM Technology Solutions H… US:MTSI | 2 048 | $779 k | 0.01% | +985 |
| American Public Education In… US:APEI | 13 971 | $750 k | 0.01% | −151 |
| Affirm Holdings Inc US:AFRM | 8 958 | $731 k | 0.01% | +4 195 |
| United Airlines Holdings Inc US:UAL | 5 277 | $718 k | 0.01% | nuova |
| Mitek Systems, Inc. US:MITK | 35 504 | $715 k | 0.01% | +9 059 |
| XPO Logistics Inc US:XPO | 3 396 | $697 k | 0.01% | nuova |
| Glaukos Corp US:GKOS | 4 818 | $673 k | 0.01% | nuova |
| CAMTEK LTD CUSIP M20791105 | 4 113 | $671 k | 0.01% | nuova |
| SHARKNINJA INC CUSIP G8068L108 | 4 146 | $631 k | 0.01% | +1 655 |
| NexGen Energy Ltd. US:NXE | 62 639 | $588 k | 0.01% | −54 971 |
| FormFactor Inc US:FORM | 3 591 | $574 k | 0.00% | nuova |
| Talen Energy Corporation US:TLN | 1 473 | $566 k | 0.00% | +791 |
| Advanced Energy Industries I… US:AEIS | 1 503 | $560 k | 0.00% | nuova |
| Vista Oil & Gas S.A.B. de C.… US:VIST · certificato di deposito | 8 483 | $541 k | 0.00% | +5 269 |
| Arrowhead Pharmaceuticals In… US:ARWR | 6 612 | $539 k | 0.00% | nuova |
| Integra Resources Corp US:ITRG | 241 160 | $535 k | 0.00% | nuova |
| Lattice Semiconductor Corpor… US:LSCC | 3 478 | $532 k | 0.00% | nuova |
| ThredUp Inc US:TDUP | 75 291 | $516 k | 0.00% | nuova |
| Rubrik, Inc. US:RBRK | 6 201 | $498 k | 0.00% | nuova |
| Descartes Systems Group Inc US:DSGX | 6 987 | $484 k | 0.00% | nuova |
| Eikon Therapeutics, Inc. US:EIKN | 35 742 | $466 k | 0.00% | nuova |
| Franklin Resources Inc US:BEN | 13 760 | $458 k | 0.00% | nuova |
| JAZZ PHARMACEUTICALS PLC CUSIP G50871105 | 1 858 | $448 k | 0.00% | nuova |
| Natera, Inc. US:NTRA | 1 627 | $442 k | 0.00% | +358 |
| Sandisk Corp US:SNDK | 193 | $439 k | 0.00% | −260 |
| OOMA INC US:OOMA | 21 039 | $404 k | 0.00% | nuova |
| FTAI AVIATION LTD CUSIP G3730V105 | 1 404 | $380 k | 0.00% | −358 |
| iShares Global 100 ETF US:IOO · ETF | 2 616 | $357 k | 0.00% | nuova |
| Mercury Systems Inc US:MRCY | 2 904 | $355 k | 0.00% | nuova |
| Alliance Laundry Holdings In… US:ALH | 12 442 | $330 k | 0.00% | nuova |
| Mueller Industries Inc US:MLI | 5 172 | $318 k | 0.00% | +2 403 |
| ROIVANT SCIENCES LTD CUSIP G76279101 | 8 659 | $306 k | 0.00% | nuova |
| Everpure, Inc. US:P | 3 828 | $302 k | 0.00% | nuova |
| BridgeBio Pharma Inc US:BBIO | 4 002 | $298 k | 0.00% | −41 932 |
| ABBOTT LABORATORIES US:ABT | 3 156 | $286 k | 0.00% | −11 925 |
| MillerKnoll Inc US:MLKN | 12 466 | $255 k | 0.00% | −13 839 |
| Fidelity® MSCI Real Estate I… US:FREL · ETF | 8 672 | $254 k | 0.00% | nuova |
| MarineMax Inc US:HZO | 6 750 | $247 k | 0.00% | nuova |
| Advanced Micro Devices Inc US:AMD | 417 | $242 k | 0.00% | nuova |
| Sanmina Corporation US:SANM | 886 | $224 k | 0.00% | nuova |
| Etsy, Inc. US:ETSY | 2 968 | $224 k | 0.00% | nuova |
| Wayfair Inc US:W | 2 402 | $222 k | 0.00% | −32 814 |
| Aurora Innovation Inc US:AUR | 32 520 | $222 k | 0.00% | nuova |
| Backblaze Inc US:BLZE | 13 268 | $210 k | 0.00% | nuova |
| Lumentum Holdings Inc. US:LITE | 243 | $209 k | 0.00% | nuova |
| Boston Scientific Corp US:BSX | 4 750 | $203 k | 0.00% | −574 989 |
| Nautilus Biotechnology Inc US:NAUT | 0 (era 40 345) | — | — | venduta |
| Central Puerto S.A. US:CEPU · certificato di deposito | 0 (era 22 120) | — | — | venduta |
| SKYWATER TECHNOLOGY INC CUSIP 83089J108 | 0 (era 12 715) | — | — | venduta |
| HDFC Bank Limited ADR US:HDB · certificato di deposito | 0 (era 23 926) | — | — | venduta |
| NUVALENT INC CUSIP 670703107 | 0 (era 12 744) | — | — | venduta |
| Circle Internet Group, Inc. US:CRCL | 0 (era 13 098) | — | — | venduta |
| Sterling Infrastructure, Inc… US:STRL | 0 (era 2 553) | — | — | venduta |
| HCI Group Inc US:HCI | 0 (era 6 106) | — | — | venduta |
| Nuscale Power Corp US:SMR | 0 (era 21 246) | — | — | venduta |
| Clear Channel Outdoor Holdin… US:CCO | 0 (era 174 708) | — | — | venduta |
| Stride Inc US:LRN | 0 (era 10 571) | — | — | venduta |
| IRSA Inversiones Y Represent… US:IRS · certificato di deposito | 0 (era 94 136) | — | — | venduta |
| Once Upon a Farm, PBC US:OFRM | 0 (era 40 631) | — | — | venduta |
| GPGI, Inc. US:GPGI | 0 (era 33 406) | — | — | venduta |
| THERMON GROUP HLDGS INC CUSIP 88362T103 | 0 (era 9 466) | — | — | venduta |
| Intuit Inc US:INTU | 0 (era 19 853) | — | — | venduta |
| ANI Pharmaceuticals Inc US:ANIP | 0 (era 6 409) | — | — | venduta |
| Opendoor Technologies Inc US:OPEN | 0 (era 17 474) | — | — | venduta |
| Dave Inc US:DAVE | 0 (era 3 869) | — | — | venduta |
| TransMedics Group Inc US:TMDX | 0 (era 7 422) | — | — | venduta |
| IONQ Inc US:IONQ | 0 (era 42 109) | — | — | venduta |
| Alcoa Corp US:AA | 0 (era 4 975) | — | — | venduta |
| Orion Group Holdings Inc US:ORN | 0 (era 49 265) | — | — | venduta |
| Deluxe Corporation US:DLX | 0 (era 14 157) | — | — | venduta |
| Winmark Corporation US:WINA | 0 (era 2 283) | — | — | venduta |
| IRADIMED CORP US:IRMD | 0 (era 20 744) | — | — | venduta |
| Alto Neuroscience, Inc. US:ANRO | 0 (era 16 613) | — | — | venduta |
| Paycom Software, Inc. US:PAYC | 0 (era 30 831) | — | — | venduta |
| Denali Therapeutics Inc US:DNLI | 0 (era 65 301) | — | — | venduta |
| Xometry Inc US:XMTR | 0 (era 24 564) | — | — | venduta |
| iShares MSCI China ETF US:MCHI · ETF | 0 (era 96 813) | — | — | venduta |
| Annexon, Inc. US:ANNX | 0 (era 70 152) | — | — | venduta |
| Phibro Animal Health Corpora… US:PAHC | 0 (era 6 775) | — | — | venduta |
| Esquire Financial Holdings I… US:ESQ | 0 (era 11 713) | — | — | venduta |
| CANTOR EQUITY PARTNERS II IN CUSIP G1827P106 | 0 (era 82 865) | — | — | venduta |
| iShares MSCI Taiwan ETF US:EWT · ETF | 0 (era 72 894) | — | — | venduta |
| Arlo Technologies US:ARLO | 0 (era 58 674) | — | — | venduta |
| Ramaco Resources Inc US:METC | 0 (era 119 574) | — | — | venduta |
| Figs Inc US:FIGS | 0 (era 121 437) | — | — | venduta |
| MEDTRONIC PLC CUSIP G5960L103 | 0 (era 60 661) | — | — | venduta |
| iShares 0-3 Month Treasury B… US:SGOV · ETF | 0 (era 11 267) | — | — | venduta |
| Ascendis Pharma AS US:ASND | 0 (era 1 812) | — | — | venduta |
| SES AI Corp US:SES | 0 (era 320 271) | — | — | venduta |
| Fastly, Inc. US:FSLY | 0 (era 238 518) | — | — | venduta |
| CORPORACION AMER ARPTS S A CUSIP L1995B107 | 0 (era 106 069) | — | — | venduta |
| Ivanhoe Electric Inc. US:IE | 0 (era 97 186) | — | — | venduta |
| Axos Financial Inc US:AX | 0 (era 16 849) | — | — | venduta |
| SPDR® Bloomberg 1-3 Month T-… US:BIL · ETF | 0 (era 2 286) | — | — | venduta |
| Firefly Aerospace Inc. US:FLY | 0 (era 25 499) | — | — | venduta |
| Karman Holdings Inc. US:KRMN | 0 (era 44 066) | — | — | venduta |
| Better Home & Finance Holdin… US:BETR | 0 (era 15 959) | — | — | venduta |
| Salesforce.com Inc US:CRM | 0 (era 1 215) | — | — | venduta |
| First Solar Inc US:FSLR | 0 (era 1 275) | — | — | venduta |
| Kontoor Brands, Inc. US:KTB | 0 (era 13 192) | — | — | venduta |
| Blacksky Technology Inc US:BKSY | 0 (era 30 642) | — | — | venduta |
| GeneDx Holdings Corp. US:WGS | 0 (era 77 419) | — | — | venduta |
| Fluor Corporation US:FLR | 0 (era 21 011) | — | — | venduta |
| Kratos Defense & Security So… US:KTOS | 0 (era 29 265) | — | — | venduta |
| Bristow Group Inc US:VTOL | 0 (era 7 483) | — | — | venduta |
| Shake Shack Inc US:SHAK | 0 (era 18 840) | — | — | venduta |
| Figure Technology Solutions,… US:FIGR | 0 (era 105 634) | — | — | venduta |
| Lemonade Inc US:LMND | 0 (era 8 219) | — | — | venduta |
| Celcuity LLC US:CELC | 0 (era 17 181) | — | — | venduta |
| QXO, Inc. US:QXO | 0 (era 10 692) | — | — | venduta |
| Gartner Inc US:IT | 0 (era 1 549) | — | — | venduta |
| Manitowoc Company Inc US:MTW | 0 (era 39 879) | — | — | venduta |
| Mirion Technologies Inc US:MIR | 0 (era 24 921) | — | — | venduta |
| Central Pacific Financial Co… US:CPF | 0 (era 32 323) | — | — | venduta |
| Sionna Therapeutics, Inc. US:SION | 0 (era 26 775) | — | — | venduta |
| Grupo Financiero Galicia SA… US:GGAL · certificato di deposito | 0 (era 4 388) | — | — | venduta |
Nelle aziende presenti nel nostro database 1
| Società | Quota | Azioni | Data del Rapporto |
|---|---|---|---|
| Alpha Tau Medical Ltd | 0.32% | 220 751 | 2026-06-30 |
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