StockAMZN - Amazon.com Inc.
% de la cartera12.38
Actividad recienteReduce 13.09%
Comparte25,744,857
Precio$186.33
Valor$4,797,039,000
Precio Actual$218.01
Precio reportado17.00%
52 Week Low$149.91
52 Week High$233.00
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Polen Capital Management
Polen Capital ManagementFecha: 30 Jun 2026Inversiones: 219Valor: $11,610,788,000
Inversiones actuales
StockMSFT - Microsoft Corp.
% de la cartera7.79
Actividad recienteReduce 21.96%
Comparte7,012,465
Precio$430.30
Valor$3,017,464,000
Precio Actual$414.43
Precio reportado-3.69%
52 Week Low$377.56
52 Week High$466.57
StockGOOG - Alphabet Inc. CL C
% de la cartera5.53
Actividad recienteReduce 23.15%
Comparte12,821,010
Precio$167.19
Valor$2,143,545,000
Precio Actual$190.88
Precio reportado14.17%
52 Week Low$131.08
52 Week High$202.88
StockV - Visa Inc.
% de la cartera5.15
Actividad recienteReduce 9.25%
Comparte7,257,741
Precio$274.95
Valor$1,995,516,000
Precio Actual$305.05
Precio reportado10.95%
52 Week Low$251.72
52 Week High$321.62
StockNOW - ServiceNow Inc.
% de la cartera5.13
Actividad recienteReduce 10.43%
Comparte2,223,744
Precio$894.39
Valor$1,988,894,000
Precio Actual$1008.94
Precio reportado12.81%
52 Week Low$637.99
52 Week High$1157.90
StockMA - Mastercard Inc.
% de la cartera4.89
Actividad recienteReduce 9.59%
Comparte3,833,355
Precio$493.80
Valor$1,892,911,000
Precio Actual$504.30
Precio reportado2.13%
52 Week Low$423.08
52 Week High$536.91
StockTMO - Thermo Fisher Scientific
% de la cartera4.48
Actividad recienteReduce 9.52%
Comparte2,806,786
Precio$618.57
Valor$1,736,194,000
Precio Actual$556.59
Precio reportado-10.02%
52 Week Low$492.93
52 Week High$627.02
StockADBE - Adobe Inc.
% de la cartera4.43
Actividad recienteAdd 24.26%
Comparte3,311,628
Precio$517.78
Valor$1,714,695,000
Precio Actual$408.25
Precio reportado-21.15%
52 Week Low$405.32
52 Week High$638.25
StockABT - Abbott Labs
% de la cartera4.10
Actividad recienteReduce 8.94%
Comparte13,937,610
Precio$114.01
Valor$1,589,027,000
Precio Actual$112.28
Precio reportado-1.52%
52 Week Low$99.24
52 Week High$121.00
StockAAPL - Apple Inc.
% de la cartera4.05
Actividad recienteBuy
Comparte6,736,143
Precio$233.00
Valor$1,569,521,000
Precio Actual$232.74
Precio reportado-0.11%
52 Week Low$163.48
52 Week High$260.10
StockSHOP - Shopify Inc.
% de la cartera3.92
Actividad recienteAdd 28.84%
Comparte18,967,838
Precio$80.14
Valor$1,520,083,000
Precio Actual$100.10
Precio reportado24.91%
52 Week Low$48.56
52 Week High$120.72
StockORCL - Oracle Corp.
% de la cartera3.86
Actividad recienteBuy
Comparte8,767,967
Precio$170.40
Valor$1,494,062,000
Precio Actual$153.18
Precio reportado-10.11%
52 Week Low$102.43
52 Week High$197.82
StockACN - Accenture
% de la cartera3.56
Actividad recienteReduce 9.96%
Comparte3,902,146
Precio$353.48
Valor$1,379,331,000
Precio Actual$348.67
Precio reportado-1.36%
52 Week Low$276.35
52 Week High$382.77
StockNFLX - Netflix Inc.
% de la cartera3.49
Actividad recienteReduce 9.98%
Comparte1,907,867
Precio$709.27
Valor$1,353,193,000
Precio Actual$836.58
Precio reportado17.95%
52 Week Low$475.26
52 Week High$941.75
StockMSCI - MSCI Inc.
% de la cartera3.35
Actividad recienteAdd 35.01%
Comparte2,228,293
Precio$582.93
Valor$1,298,939,000
Precio Actual$579.26
Precio reportado-0.63%
52 Week Low$436.11
52 Week High$642.45
StockZTS - Zoetis Inc.
% de la cartera3.21
Actividad recienteReduce 9.64%
Comparte6,366,653
Precio$195.38
Valor$1,243,917,000
Precio Actual$165.10
Precio reportado-15.50%
52 Week Low$144.11
52 Week High$199.86
StockWDAY - Workday Inc.
% de la cartera3.03
Actividad recienteAdd 40.06%
Comparte4,802,526
Precio$244.41
Valor$1,173,785,000
Precio Actual$246.27
Precio reportado0.76%
52 Week Low$199.81
52 Week High$311.28
StockABNB - Airbnb Inc.
% de la cartera3.01
Actividad recienteReduce 9.74%
Comparte9,182,584
Precio$126.81
Valor$1,164,443,000
Precio Actual$128.86
Precio reportado1.62%
52 Week Low$110.38
52 Week High$170.10
StockUNH - United Health Group Inc.
% de la cartera3.01
Actividad recienteReduce 11.23%
Comparte1,996,422
Precio$584.68
Valor$1,167,268,000
Precio Actual$543.06
Precio reportado-7.12%
52 Week Low$431.35
52 Week High$628.32
StockNVO - Novo Nordisk A S
% de la cartera2.11
Actividad recienteReduce 7.97%
Comparte6,854,659
Precio$119.07
Valor$816,184,000
Precio Actual$84.43
Precio reportado-29.09%
52 Week Low$81.50
52 Week High$147.60
StockIT - Gartner Inc.
% de la cartera1.92
Actividad recienteReduce 10.99%
Comparte1,469,390
Precio$506.76
Valor$744,628,000
Precio Actual$490.32
Precio reportado-3.24%
52 Week Low$411.15
52 Week High$559.00
StockPAYC - Paycom Software Inc.
% de la cartera1.51
Actividad recienteAdd 57.01%
Comparte3,510,896
Precio$166.57
Valor$584,810,000
Precio Actual$200.29
Precio reportado20.24%
52 Week Low$138.95
52 Week High$242.74
StockLLY - Eli Lilly & Co.
% de la cartera1.12
Actividad recienteReduce 10.44%
Comparte489,955
Precio$885.94
Valor$434,070,000
Precio Actual$786.74
Precio reportado-11.20%
52 Week Low$608.73
52 Week High$970.92
StockICLR - ICON plc
% de la cartera0.78
Actividad recienteReduce 2.88%
Comparte1,053,770
Precio$287.31
Valor$302,759,000
Precio Actual$216.38
Precio reportado-24.69%
52 Week Low$183.38
52 Week High$347.72
StockAON - Aon Plc
% de la cartera0.70
Actividad recienteReduce 4.93%
Comparte781,489
Precio$345.99
Valor$270,387,000
Precio Actual$352.99
Precio reportado2.02%
52 Week Low$266.38
52 Week High$395.33
StockSAP - SAP SE
% de la cartera0.63
Actividad recienteReduce 15.15%
Comparte1,064,415
Precio$229.10
Valor$243,857,000
Precio Actual$248.73
Precio reportado8.57%
52 Week Low$153.04
52 Week High$256.13
StockGOOGL - Alphabet Inc.
% de la cartera0.55
Actividad recienteReduce 39.15%
Comparte1,274,326
Precio$165.85
Valor$211,347,000
Precio Actual$189.62
Precio reportado14.33%
52 Week Low$130.19
52 Week High$201.42
StockGLOB - Globant S.A.
% de la cartera0.32
Actividad recienteAdd 32.61%
Comparte632,979
Precio$198.14
Valor$125,418,000
Precio Actual$204.70
Precio reportado3.31%
52 Week Low$151.68
52 Week High$251.50
StockMDT - Medtronic plc
% de la cartera0.24
Actividad recienteReduce 2.57%
Comparte1,023,029
Precio$90.03
Valor$92,103,000
Precio Actual$81.09
Precio reportado-9.93%
52 Week Low$74.72
52 Week High$91.88
StockMELI - Mercadolibre Inc.
% de la cartera0.21
Actividad recienteAdd 25.69%
Comparte39,015
Precio$2051.98
Valor$80,058,000
Precio Actual$1745.44
Precio reportado-14.94%
52 Week Low$1324.99
52 Week High$2161.73
StockIWF - iShares Russell 1000 Growth ETF
% de la cartera0.16
Actividad recienteReduce 45.53%
Comparte162,206
Precio$375.38
Valor$60,889,000
Precio Actual$394.54
Precio reportado5.10%
52 Week Low$299.72
52 Week High$419.10
StockADP - Automatic Data Processing Inc.
% de la cartera0.14
Actividad recienteReduce 59.72%
Comparte198,152
Precio$276.73
Valor$54,835,000
Precio Actual$289.16
Precio reportado4.49%
52 Week Low$227.36
52 Week High$308.03
StockASML - ASML Holding NV
% de la cartera0.14
Actividad recienteAdd 31.75%
Comparte67,283
Precio$833.24
Valor$56,063,000
Precio Actual$727.78
Precio reportado-12.66%
52 Week Low$645.45
52 Week High$1105.47
StockHDB - HDFC Bank Ltd.
% de la cartera0.14
Actividad recienteReduce 1.69%
Comparte839,039
Precio$62.56
Valor$52,490,000
Precio Actual$58.01
Precio reportado-7.27%
52 Week Low$51.56
52 Week High$68.50
StockTME - Tencent Music Entertainment Grp
% de la cartera0.05
Actividad recienteAdd 2.33%
Comparte1,539,938
Precio$12.05
Valor$18,556,000
Precio Actual$10.29
Precio reportado-14.61%
52 Week Low$8.12
52 Week High$15.63
StockONON - On Holding AG
% de la cartera0.04
Actividad recienteBuy
Comparte295,518
Precio$50.15
Valor$14,820,000
Precio Actual$54.52
Precio reportado8.71%
52 Week Low$26.03
52 Week High$60.12
StockUL - Unilever PLC
% de la cartera0.04
Actividad recienteReduce 48.51%
Comparte257,804
Precio$64.96
Valor$16,747,000
Precio Actual$55.07
Precio reportado-15.22%
52 Week Low$45.25
52 Week High$65.34
StockACWI - iShares MSCI ACWI ETF
% de la cartera0.03
Actividad recienteReduce 48.13%
Comparte91,122
Precio$119.55
Valor$10,894,000
Precio Actual$115.77
Precio reportado-3.16%
52 Week Low$97.58
52 Week High$122.50
StockCRM - Salesforce.com
% de la cartera0.03
Actividad recienteReduce 99.47%
Comparte35,710
Precio$273.70
Valor$9,774,000
Precio Actual$318.22
Precio reportado16.27%
52 Week Low$211.10
52 Week High$368.58
StockEXLS - ExlService Holdings Inc.
% de la cartera0.03
Actividad recienteReduce 0.38%
Comparte325,845
Precio$38.15
Valor$12,431,000
Precio Actual$45.41
Precio reportado19.03%
52 Week Low$28.16
52 Week High$47.37
StockHLI - Houlihan Lokey Inc.
% de la cartera0.03
Actividad recienteReduce 17.07%
Comparte68,311
Precio$158.03
Valor$10,795,000
Precio Actual$165.23
Precio reportado4.56%
52 Week Low$110.48
52 Week High$191.52
StockLVS - Las Vegas Sands Corp.
% de la cartera0.03
Actividad recienteAdd 3.34%
Comparte202,934
Precio$50.34
Valor$10,216,000
Precio Actual$46.68
Precio reportado-7.27%
52 Week Low$36.28
52 Week High$56.61
StockPDD - Pinduoduo Inc.
% de la cartera0.03
Actividad recienteAdd 71.39%
Comparte94,050
Precio$134.81
Valor$12,679,000
Precio Actual$96.14
Precio reportado-28.68%
52 Week Low$88.01
52 Week High$164.69
StockRVLV - Revolve Group Inc.
% de la cartera0.03
Actividad recienteReduce 21.32%
Comparte402,820
Precio$24.78
Valor$9,982,000
Precio Actual$29.62
Precio reportado19.53%
52 Week Low$13.96
52 Week High$39.58
StockALRM - Alarm.Com Holdings
% de la cartera0.02
Actividad recienteReduce 7.68%
Comparte118,324
Precio$54.67
Valor$6,469,000
Precio Actual$59.27
Precio reportado8.41%
52 Week Low$51.87
52 Week High$77.29
StockCCCS - CCC Intelligent Solutions Hldgs Inc.
% de la cartera0.02
Actividad recienteReduce 6.79%
Comparte796,190
Precio$11.05
Valor$8,798,000
Precio Actual$11.18
Precio reportado1.18%
52 Week Low$9.79
52 Week High$12.88
StockCNM - Core & Main Inc Class A
% de la cartera0.02
Actividad recienteReduce 7.29%
Comparte147,407
Precio$44.40
Valor$6,545,000
Precio Actual$50.99
Precio reportado14.84%
52 Week Low$37.22
52 Week High$62.15
StockCWAN - Clearwater Analytics Hds A
% de la cartera0.02
Actividad recienteReduce 40.73%
Comparte338,954
Precio$25.25
Valor$8,559,000
Precio Actual$25.80
Precio reportado2.18%
52 Week Low$15.62
52 Week High$35.71
StockDLO - DLocal Ltd
% de la cartera0.02
Actividad recienteAdd 3.52%
Comparte987,283
Precio$8.00
Valor$7,898,000
Precio Actual$10.95
Precio reportado36.88%
52 Week Low$6.57
52 Week High$18.27
StockEEFT - Euronet Worldwide Inc.
% de la cartera0.02
Actividad recienteReduce 7.39%
Comparte59,928
Precio$99.24
Valor$5,947,000
Precio Actual$97.61
Precio reportado-1.64%
52 Week Low$91.07
52 Week High$117.66
StockELF - e.l.f. Beauty, Inc.
% de la cartera0.02
Actividad recienteBuy
Comparte64,126
Precio$109.04
Valor$6,992,000
Precio Actual$130.31
Precio reportado19.51%
52 Week Low$98.50
52 Week High$221.83
StockGNRC - Generac Holdings Inc.
% de la cartera0.02
Actividad recienteReduce 18.43%
Comparte57,902
Precio$158.87
Valor$9,199,000
Precio Actual$156.27
Precio reportado-1.64%
52 Week Low$108.89
52 Week High$195.94
StockGSHD - Goosehead Insurance Inc.
% de la cartera0.02
Actividad recienteReduce 17.97%
Comparte105,858
Precio$89.30
Valor$9,453,000
Precio Actual$101.79
Precio reportado13.99%
52 Week Low$50.47
52 Week High$130.39
StockHLNE - Hamilton Lane Inc. CL A
% de la cartera0.02
Actividad recienteReduce 28.63%
Comparte55,830
Precio$168.39
Valor$9,401,000
Precio Actual$137.78
Precio reportado-18.18%
52 Week Low$101.95
52 Week High$203.13
StockIVV - Ishares Core S&P 500 ETF
% de la cartera0.02
Actividad recienteBuy
Comparte10,746
Precio$576.87
Valor$6,199,000
Precio Actual$581.09
Precio reportado0.73%
52 Week Low$465.75
52 Week High$609.95
StockPGNY - Progyny Inc.
% de la cartera0.02
Actividad recienteAdd 3.97%
Comparte362,120
Precio$16.76
Valor$6,069,000
Precio Actual$20.20
Precio reportado20.53%
52 Week Low$13.39
52 Week High$42.08
StockWRBY - Warby Parker Inc.
% de la cartera0.02
Actividad recienteReduce 10.66%
Comparte414,405
Precio$16.33
Valor$6,767,000
Precio Actual$24.83
Precio reportado52.05%
52 Week Low$11.35
52 Week High$27.10
StockYUMC - Yum China Holdings Inc.
% de la cartera0.02
Actividad recienteAdd 4.71%
Comparte210,855
Precio$45.02
Valor$9,493,000
Precio Actual$42.92
Precio reportado-4.66%
52 Week Low$28.27
52 Week High$51.83
StockAAON - AAON Inc.
% de la cartera0.01
Actividad recienteReduce 5.61%
Comparte32,928
Precio$107.84
Valor$3,551,000
Precio Actual$122.84
Precio reportado13.91%
52 Week Low$68.13
52 Week High$143.98
StockACWX - iShares MSCI ACWI EX U.S. ETF
% de la cartera0.01
Actividad recienteAdd 0.28%
Comparte39,480
Precio$57.22
Valor$2,259,000
Precio Actual$51.25
Precio reportado-10.43%
52 Week Low$47.30
52 Week High$57.14
StockADSK - Autodesk Inc.
% de la cartera0.01
Actividad recienteReduce 82.81%
Comparte7,239
Precio$275.45
Valor$1,994,000
Precio Actual$284.61
Precio reportado3.33%
52 Week Low$195.32
52 Week High$326.62
StockAIT - Applied Industrial Tech.
% de la cartera0.01
Actividad recienteAdd 113.35%
Comparte16,204
Precio$223.15
Valor$3,616,000
Precio Actual$245.05
Precio reportado9.81%
52 Week Low$164.21
52 Week High$282.98
StockALGN - Align Technology Inc.
% de la cartera0.01
Actividad recienteReduce 48.94%
Comparte10,215
Precio$254.33
Valor$2,598,000
Precio Actual$209.31
Precio reportado-17.70%
52 Week Low$196.09
52 Week High$335.40
StockBL - BlackLine Inc.
% de la cartera0.01
Actividad recienteReduce 33.37%
Comparte69,297
Precio$55.14
Valor$3,821,000
Precio Actual$55.91
Precio reportado1.40%
52 Week Low$43.37
52 Week High$69.31
StockCATH - Global X S&P 500 Catholic Values ETF
% de la cartera0.01
Actividad recienteReduce 1.89%
Comparte54,750
Precio$69.39
Valor$3,799,000
Precio Actual$70.19
Precio reportado1.15%
52 Week Low$56.74
52 Week High$73.50
StockDT - Dynatrace Inc.
% de la cartera0.01
Actividad recienteReduce 24.06%
Comparte38,791
Precio$53.47
Valor$2,074,000
Precio Actual$50.71
Precio reportado-5.16%
52 Week Low$39.42
52 Week High$61.41
StockEPAM - EPAM Systems Inc.
% de la cartera0.01
Actividad recienteReduce 19.60%
Comparte20,722
Precio$199.02
Valor$4,124,000
Precio Actual$223.65
Precio reportado12.38%
52 Week Low$169.43
52 Week High$317.50
StockFOXF - Fox Factory Holding Corp.
% de la cartera0.01
Actividad recienteReduce 14.67%
Comparte68,723
Precio$41.50
Valor$2,852,000
Precio Actual$27.45
Precio reportado-33.86%
52 Week Low$27.45
52 Week High$69.47
StockFSV - Firstservice Corp
% de la cartera0.01
Actividad recienteReduce 5.54%
Comparte28,137
Precio$182.46
Valor$5,134,000
Precio Actual$173.65
Precio reportado-4.83%
52 Week Low$140.64
52 Week High$197.57
StockIBP - Installed Building Products
% de la cartera0.01
Actividad recienteAdd 37.20%
Comparte17,963
Precio$246.28
Valor$4,424,000
Precio Actual$172.67
Precio reportado-29.89%
52 Week Low$169.02
52 Week High$280.10
StockIWM - iShares Russell 2000 ETF
% de la cartera0.01
Actividad recienteAdd 35.33%
Comparte13,381
Precio$220.91
Valor$2,956,000
Precio Actual$215.18
Precio reportado-2.59%
52 Week Low$185.34
52 Week High$244.25
StockKB - Kb Financial Group Inc ADR
% de la cartera0.01
Actividad reciente—
Comparte78,267
Precio$61.75
Valor$4,833,000
Precio Actual$60.46
Precio reportado-2.09%
52 Week Low$36.57
52 Week High$72.89
StockKNSL - Kinsale Capital Group Inc.
% de la cartera0.01
Actividad recienteAdd 80.60%
Comparte4,181
Precio$465.68
Valor$1,947,000
Precio Actual$412.11
Precio reportado-11.50%
52 Week Low$354.77
52 Week High$547.93
StockLGIH - LGI Homes Inc.
% de la cartera0.01
Actividad recienteReduce 3.35%
Comparte19,430
Precio$118.53
Valor$2,303,000
Precio Actual$83.83
Precio reportado-29.28%
52 Week Low$82.94
52 Week High$130.75
StockMEDP - Medpace Holdings Inc.
% de la cartera0.01
Actividad recienteReduce 13.71%
Comparte14,964
Precio$333.80
Valor$4,995,000
Precio Actual$351.14
Precio reportado5.19%
52 Week Low$277.72
52 Week High$459.77
StockMKTX - MarketAxess Holdings Inc.
% de la cartera0.01
Actividad recienteAdd 7.24%
Comparte8,669
Precio$256.20
Valor$2,221,000
Precio Actual$215.79
Precio reportado-15.77%
52 Week Low$191.27
52 Week High$295.86
StockMORN - Morningstar Inc.
% de la cartera0.01
Actividad recienteReduce 23.16%
Comparte6,196
Precio$319.08
Valor$1,977,000
Precio Actual$317.16
Precio reportado-0.60%
52 Week Low$268.08
52 Week High$364.50
StockNSIT - Insight Enterprises Inc.
% de la cartera0.01
Actividad recienteBuy
Comparte21,357
Precio$215.39
Valor$4,600,000
Precio Actual$157.76
Precio reportado-26.76%
52 Week Low$146.56
52 Week High$228.07
StockNVEE - NV5 Global Inc.
% de la cartera0.01
Actividad recienteBuy
Comparte163,232
Precio$23.37
Valor$3,815,000
Precio Actual$18.46
Precio reportado-21.01%
52 Week Low$18.36
52 Week High$28.29
StockOPCH - Option Care Health Inc.
% de la cartera0.01
Actividad recienteReduce 6.02%
Comparte144,294
Precio$31.30
Valor$4,516,000
Precio Actual$27.39
Precio reportado-12.49%
52 Week Low$21.39
52 Week High$34.63
StockPCTY - Paylocity Holding Corp.
% de la cartera0.01
Actividad recienteBuy
Comparte23,332
Precio$164.97
Valor$3,849,000
Precio Actual$189.58
Precio reportado14.92%
52 Week Low$129.94
52 Week High$215.68
StockQLYS - Qualys Inc.
% de la cartera0.01
Actividad recienteReduce 19.81%
Comparte20,504
Precio$128.46
Valor$2,634,000
Precio Actual$133.43
Precio reportado3.87%
52 Week Low$119.17
52 Week High$201.03
StockRGEN - Repligen Corp.
% de la cartera0.01
Actividad recienteAdd 142.81%
Comparte35,383
Precio$148.83
Valor$5,266,000
Precio Actual$158.57
Precio reportado6.54%
52 Week Low$113.50
52 Week High$211.13
StockRMBS - Rambus Inc.
% de la cartera0.01
Actividad recienteBuy
Comparte56,150
Precio$42.23
Valor$2,371,000
Precio Actual$55.71
Precio reportado31.92%
52 Week Low$37.43
52 Week High$76.38
StockROAD - Construction Partners Inc. CL A
% de la cartera0.01
Actividad recienteAdd 37.23%
Comparte35,094
Precio$69.81
Valor$2,450,000
Precio Actual$86.05
Precio reportado23.26%
52 Week Low$40.78
52 Week High$103.69
StockSITE - SiteOne Landscape Supply Inc.
% de la cartera0.01
Actividad recienteReduce 4.78%
Comparte16,293
Precio$150.92
Valor$2,459,000
Precio Actual$128.63
Precio reportado-14.77%
52 Week Low$114.60
52 Week High$188.01
StockTECH - Bio-Techne Corp.
% de la cartera0.01
Actividad recienteReduce 22.60%
Comparte27,443
Precio$79.95
Valor$2,194,000
Precio Actual$75.43
Precio reportado-5.65%
52 Week Low$60.97
52 Week High$85.39
StockVUG - Vanguard Growth ETF
% de la cartera0.01
Actividad recienteBuy
Comparte13,814
Precio$383.96
Valor$5,304,000
Precio Actual$403.20
Precio reportado5.01%
52 Week Low$306.31
52 Week High$428.14
StockYETI - YETI Holdings Inc.
% de la cartera0.01
Actividad recienteReduce 6.13%
Comparte113,236
Precio$41.03
Valor$4,646,000
Precio Actual$37.65
Precio reportado-8.24%
52 Week Low$33.41
52 Week High$49.01
StockAMN - AMN Healthcare Services
% de la cartera0.00
Actividad recienteReduce 27.47%
Comparte44,812
Precio$42.40
Valor$1,900,000
Precio Actual$27.04
Precio reportado-36.23%
52 Week Low$22.47
52 Week High$79.74
StockAZPN - Aspen Technology Inc.
% de la cartera0.00
Actividad recienteReduce 24.05%
Comparte7,483
Precio$238.81
Valor$1,787,000
Precio Actual$250.26
Precio reportado4.79%
52 Week Low$171.25
52 Week High$254.44
StockBAH - Booz Allen Hamilton Hldg Corp.
% de la cartera0.00
Actividad recienteBuy
Comparte4,722
Precio$162.85
Valor$769,000
Precio Actual$135.94
Precio reportado-16.52%
52 Week Low$123.87
52 Week High$189.96
StockBIL - SPDR Bloomberg 1 3 Month T B
% de la cartera0.00
Actividad recienteReduce 94.48%
Comparte5,072
Precio$91.88
Valor$466,000
Precio Actual$91.56
Precio reportado-0.35%
52 Week Low$87.08
52 Week High$91.56
StockBLD - TopBuild Corp.
% de la cartera0.00
Actividad recienteBuy
Comparte4,075
Precio$406.87
Valor$1,658,000
Precio Actual$314.22
Precio reportado-22.77%
52 Week Low$302.70
52 Week High$495.68
StockBROS - Dutch Bros Inc Class A
% de la cartera0.00
Actividad recienteBuy
Comparte44,241
Precio$32.03
Valor$1,417,000
Precio Actual$55.47
Precio reportado73.18%
52 Week Low$25.46
52 Week High$59.18
StockBWMN - Bowman Consulting Group Ltd
% de la cartera0.00
Actividad recienteReduce 10.75%
Comparte41,186
Precio$24.09
Valor$992,000
Precio Actual$23.77
Precio reportado-1.33%
52 Week Low$19.93
52 Week High$42.90
StockCPA - Copa Holdings SA
% de la cartera0.00
Actividad recienteReduce 13.79%
Comparte9,628
Precio$93.79
Valor$903,000
Precio Actual$87.14
Precio reportado-7.09%
52 Week Low$77.24
52 Week High$108.26
StockCRL - Charles River Labs
% de la cartera0.00
Actividad recienteReduce 3.69%
Comparte5,504
Precio$196.95
Valor$1,084,000
Precio Actual$190.10
Precio reportado-3.48%
52 Week Low$176.48
52 Week High$275.00
StockDAVA - Endava plc
% de la cartera0.00
Actividad recienteReduce 48.36%
Comparte9,776
Precio$25.57
Valor$250,000
Precio Actual$30.76
Precio reportado20.30%
52 Week Low$23.28
52 Week High$81.06
StockETSY - Etsy Inc.
% de la cartera0.00
Actividad recienteReduce 24.87%
Comparte24,738
Precio$55.54
Valor$1,374,000
Precio Actual$52.89
Precio reportado-4.77%
52 Week Low$47.10
52 Week High$80.30
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
AMZN - Amazon.com Inc.
12.38
Reduce 13.09%
25,744,857
$186.33
$4,797,039,000
$218.01
17.00%
$149.91
$233.00
MSFT - Microsoft Corp.
7.79
Reduce 21.96%
7,012,465
$430.30
$3,017,464,000
$414.43
-3.69%
$377.56
$466.57
GOOG - Alphabet Inc. CL C
5.53
Reduce 23.15%
12,821,010
$167.19
$2,143,545,000
$190.88
14.17%
$131.08
$202.88
V - Visa Inc.
5.15
Reduce 9.25%
7,257,741
$274.95
$1,995,516,000
$305.05
10.95%
$251.72
$321.62
NOW - ServiceNow Inc.
5.13
Reduce 10.43%
2,223,744
$894.39
$1,988,894,000
$1008.94
12.81%
$637.99
$1157.90
MA - Mastercard Inc.
4.89
Reduce 9.59%
3,833,355
$493.80
$1,892,911,000
$504.30
2.13%
$423.08
$536.91
TMO - Thermo Fisher Scientific
4.48
Reduce 9.52%
2,806,786
$618.57
$1,736,194,000
$556.59
-10.02%
$492.93
$627.02
ADBE - Adobe Inc.
4.43
Add 24.26%
3,311,628
$517.78
$1,714,695,000
$408.25
-21.15%
$405.32
$638.25
ABT - Abbott Labs
4.10
Reduce 8.94%
13,937,610
$114.01
$1,589,027,000
$112.28
-1.52%
$99.24
$121.00
AAPL - Apple Inc.
4.05
Buy
6,736,143
$233.00
$1,569,521,000
$232.74
-0.11%
$163.48
$260.10
SHOP - Shopify Inc.
3.92
Add 28.84%
18,967,838
$80.14
$1,520,083,000
$100.10
24.91%
$48.56
$120.72
ORCL - Oracle Corp.
3.86
Buy
8,767,967
$170.40
$1,494,062,000
$153.18
-10.11%
$102.43
$197.82
ACN - Accenture
3.56
Reduce 9.96%
3,902,146
$353.48
$1,379,331,000
$348.67
-1.36%
$276.35
$382.77
NFLX - Netflix Inc.
3.49
Reduce 9.98%
1,907,867
$709.27
$1,353,193,000
$836.58
17.95%
$475.26
$941.75
MSCI - MSCI Inc.
3.35
Add 35.01%
2,228,293
$582.93
$1,298,939,000
$579.26
-0.63%
$436.11
$642.45
ZTS - Zoetis Inc.
3.21
Reduce 9.64%
6,366,653
$195.38
$1,243,917,000
$165.10
-15.50%
$144.11
$199.86
WDAY - Workday Inc.
3.03
Add 40.06%
4,802,526
$244.41
$1,173,785,000
$246.27
0.76%
$199.81
$311.28
ABNB - Airbnb Inc.
3.01
Reduce 9.74%
9,182,584
$126.81
$1,164,443,000
$128.86
1.62%
$110.38
$170.10
UNH - United Health Group Inc.
3.01
Reduce 11.23%
1,996,422
$584.68
$1,167,268,000
$543.06
-7.12%
$431.35
$628.32
NVO - Novo Nordisk A S
2.11
Reduce 7.97%
6,854,659
$119.07
$816,184,000
$84.43
-29.09%
$81.50
$147.60
IT - Gartner Inc.
1.92
Reduce 10.99%
1,469,390
$506.76
$744,628,000
$490.32
-3.24%
$411.15
$559.00
PAYC - Paycom Software Inc.
1.51
Add 57.01%
3,510,896
$166.57
$584,810,000
$200.29
20.24%
$138.95
$242.74
LLY - Eli Lilly & Co.
1.12
Reduce 10.44%
489,955
$885.94
$434,070,000
$786.74
-11.20%
$608.73
$970.92
ICLR - ICON plc
0.78
Reduce 2.88%
1,053,770
$287.31
$302,759,000
$216.38
-24.69%
$183.38
$347.72
AON - Aon Plc
0.70
Reduce 4.93%
781,489
$345.99
$270,387,000
$352.99
2.02%
$266.38
$395.33
SAP - SAP SE
0.63
Reduce 15.15%
1,064,415
$229.10
$243,857,000
$248.73
8.57%
$153.04
$256.13
GOOGL - Alphabet Inc.
0.55
Reduce 39.15%
1,274,326
$165.85
$211,347,000
$189.62
14.33%
$130.19
$201.42
GLOB - Globant S.A.
0.32
Add 32.61%
632,979
$198.14
$125,418,000
$204.70
3.31%
$151.68
$251.50
MDT - Medtronic plc
0.24
Reduce 2.57%
1,023,029
$90.03
$92,103,000
$81.09
-9.93%
$74.72
$91.88
MELI - Mercadolibre Inc.
0.21
Add 25.69%
39,015
$2051.98
$80,058,000
$1745.44
-14.94%
$1324.99
$2161.73
IWF - iShares Russell 1000 Growth ETF
0.16
Reduce 45.53%
162,206
$375.38
$60,889,000
$394.54
5.10%
$299.72
$419.10
ADP - Automatic Data Processing Inc.
0.14
Reduce 59.72%
198,152
$276.73
$54,835,000
$289.16
4.49%
$227.36
$308.03
ASML - ASML Holding NV
0.14
Add 31.75%
67,283
$833.24
$56,063,000
$727.78
-12.66%
$645.45
$1105.47
HDB - HDFC Bank Ltd.
0.14
Reduce 1.69%
839,039
$62.56
$52,490,000
$58.01
-7.27%
$51.56
$68.50
TME - Tencent Music Entertainment Grp
0.05
Add 2.33%
1,539,938
$12.05
$18,556,000
$10.29
-14.61%
$8.12
$15.63
ONON - On Holding AG
0.04
Buy
295,518
$50.15
$14,820,000
$54.52
8.71%
$26.03
$60.12
UL - Unilever PLC
0.04
Reduce 48.51%
257,804
$64.96
$16,747,000
$55.07
-15.22%
$45.25
$65.34
ACWI - iShares MSCI ACWI ETF
0.03
Reduce 48.13%
91,122
$119.55
$10,894,000
$115.77
-3.16%
$97.58
$122.50
CRM - Salesforce.com
0.03
Reduce 99.47%
35,710
$273.70
$9,774,000
$318.22
16.27%
$211.10
$368.58
EXLS - ExlService Holdings Inc.
0.03
Reduce 0.38%
325,845
$38.15
$12,431,000
$45.41
19.03%
$28.16
$47.37
HLI - Houlihan Lokey Inc.
0.03
Reduce 17.07%
68,311
$158.03
$10,795,000
$165.23
4.56%
$110.48
$191.52
LVS - Las Vegas Sands Corp.
0.03
Add 3.34%
202,934
$50.34
$10,216,000
$46.68
-7.27%
$36.28
$56.61
PDD - Pinduoduo Inc.
0.03
Add 71.39%
94,050
$134.81
$12,679,000
$96.14
-28.68%
$88.01
$164.69
RVLV - Revolve Group Inc.
0.03
Reduce 21.32%
402,820
$24.78
$9,982,000
$29.62
19.53%
$13.96
$39.58
ALRM - Alarm.Com Holdings
0.02
Reduce 7.68%
118,324
$54.67
$6,469,000
$59.27
8.41%
$51.87
$77.29
CCCS - CCC Intelligent Solutions Hldgs Inc.
0.02
Reduce 6.79%
796,190
$11.05
$8,798,000
$11.18
1.18%
$9.79
$12.88
CNM - Core & Main Inc Class A
0.02
Reduce 7.29%
147,407
$44.40
$6,545,000
$50.99
14.84%
$37.22
$62.15
CWAN - Clearwater Analytics Hds A
0.02
Reduce 40.73%
338,954
$25.25
$8,559,000
$25.80
2.18%
$15.62
$35.71
DLO - DLocal Ltd
0.02
Add 3.52%
987,283
$8.00
$7,898,000
$10.95
36.88%
$6.57
$18.27
EEFT - Euronet Worldwide Inc.
0.02
Reduce 7.39%
59,928
$99.24
$5,947,000
$97.61
-1.64%
$91.07
$117.66
ELF - e.l.f. Beauty, Inc.
0.02
Buy
64,126
$109.04
$6,992,000
$130.31
19.51%
$98.50
$221.83
GNRC - Generac Holdings Inc.
0.02
Reduce 18.43%
57,902
$158.87
$9,199,000
$156.27
-1.64%
$108.89
$195.94
GSHD - Goosehead Insurance Inc.
0.02
Reduce 17.97%
105,858
$89.30
$9,453,000
$101.79
13.99%
$50.47
$130.39
HLNE - Hamilton Lane Inc. CL A
0.02
Reduce 28.63%
55,830
$168.39
$9,401,000
$137.78
-18.18%
$101.95
$203.13
IVV - Ishares Core S&P 500 ETF
0.02
Buy
10,746
$576.87
$6,199,000
$581.09
0.73%
$465.75
$609.95
PGNY - Progyny Inc.
0.02
Add 3.97%
362,120
$16.76
$6,069,000
$20.20
20.53%
$13.39
$42.08
WRBY - Warby Parker Inc.
0.02
Reduce 10.66%
414,405
$16.33
$6,767,000
$24.83
52.05%
$11.35
$27.10
YUMC - Yum China Holdings Inc.
0.02
Add 4.71%
210,855
$45.02
$9,493,000
$42.92
-4.66%
$28.27
$51.83
AAON - AAON Inc.
0.01
Reduce 5.61%
32,928
$107.84
$3,551,000
$122.84
13.91%
$68.13
$143.98
ACWX - iShares MSCI ACWI EX U.S. ETF
0.01
Add 0.28%
39,480
$57.22
$2,259,000
$51.25
-10.43%
$47.30
$57.14
ADSK - Autodesk Inc.
0.01
Reduce 82.81%
7,239
$275.45
$1,994,000
$284.61
3.33%
$195.32
$326.62
AIT - Applied Industrial Tech.
0.01
Add 113.35%
16,204
$223.15
$3,616,000
$245.05
9.81%
$164.21
$282.98
ALGN - Align Technology Inc.
0.01
Reduce 48.94%
10,215
$254.33
$2,598,000
$209.31
-17.70%
$196.09
$335.40
BL - BlackLine Inc.
0.01
Reduce 33.37%
69,297
$55.14
$3,821,000
$55.91
1.40%
$43.37
$69.31
CATH - Global X S&P 500 Catholic Values ETF
0.01
Reduce 1.89%
54,750
$69.39
$3,799,000
$70.19
1.15%
$56.74
$73.50
DT - Dynatrace Inc.
0.01
Reduce 24.06%
38,791
$53.47
$2,074,000
$50.71
-5.16%
$39.42
$61.41
EPAM - EPAM Systems Inc.
0.01
Reduce 19.60%
20,722
$199.02
$4,124,000
$223.65
12.38%
$169.43
$317.50
FOXF - Fox Factory Holding Corp.
0.01
Reduce 14.67%
68,723
$41.50
$2,852,000
$27.45
-33.86%
$27.45
$69.47
FSV - Firstservice Corp
0.01
Reduce 5.54%
28,137
$182.46
$5,134,000
$173.65
-4.83%
$140.64
$197.57
IBP - Installed Building Products
0.01
Add 37.20%
17,963
$246.28
$4,424,000
$172.67
-29.89%
$169.02
$280.10
IWM - iShares Russell 2000 ETF
0.01
Add 35.33%
13,381
$220.91
$2,956,000
$215.18
-2.59%
$185.34
$244.25
KB - Kb Financial Group Inc ADR
0.01
—
78,267
$61.75
$4,833,000
$60.46
-2.09%
$36.57
$72.89
KNSL - Kinsale Capital Group Inc.
0.01
Add 80.60%
4,181
$465.68
$1,947,000
$412.11
-11.50%
$354.77
$547.93
LGIH - LGI Homes Inc.
0.01
Reduce 3.35%
19,430
$118.53
$2,303,000
$83.83
-29.28%
$82.94
$130.75
MEDP - Medpace Holdings Inc.
0.01
Reduce 13.71%
14,964
$333.80
$4,995,000
$351.14
5.19%
$277.72
$459.77
MKTX - MarketAxess Holdings Inc.
0.01
Add 7.24%
8,669
$256.20
$2,221,000
$215.79
-15.77%
$191.27
$295.86
MORN - Morningstar Inc.
0.01
Reduce 23.16%
6,196
$319.08
$1,977,000
$317.16
-0.60%
$268.08
$364.50
NSIT - Insight Enterprises Inc.
0.01
Buy
21,357
$215.39
$4,600,000
$157.76
-26.76%
$146.56
$228.07
NVEE - NV5 Global Inc.
0.01
Buy
163,232
$23.37
$3,815,000
$18.46
-21.01%
$18.36
$28.29
OPCH - Option Care Health Inc.
0.01
Reduce 6.02%
144,294
$31.30
$4,516,000
$27.39
-12.49%
$21.39
$34.63
PCTY - Paylocity Holding Corp.
0.01
Buy
23,332
$164.97
$3,849,000
$189.58
14.92%
$129.94
$215.68
QLYS - Qualys Inc.
0.01
Reduce 19.81%
20,504
$128.46
$2,634,000
$133.43
3.87%
$119.17
$201.03
RGEN - Repligen Corp.
0.01
Add 142.81%
35,383
$148.83
$5,266,000
$158.57
6.54%
$113.50
$211.13
RMBS - Rambus Inc.
0.01
Buy
56,150
$42.23
$2,371,000
$55.71
31.92%
$37.43
$76.38
ROAD - Construction Partners Inc. CL A
0.01
Add 37.23%
35,094
$69.81
$2,450,000
$86.05
23.26%
$40.78
$103.69
SITE - SiteOne Landscape Supply Inc.
0.01
Reduce 4.78%
16,293
$150.92
$2,459,000
$128.63
-14.77%
$114.60
$188.01
TECH - Bio-Techne Corp.
0.01
Reduce 22.60%
27,443
$79.95
$2,194,000
$75.43
-5.65%
$60.97
$85.39
VUG - Vanguard Growth ETF
0.01
Buy
13,814
$383.96
$5,304,000
$403.20
5.01%
$306.31
$428.14
YETI - YETI Holdings Inc.
0.01
Reduce 6.13%
113,236
$41.03
$4,646,000
$37.65
-8.24%
$33.41
$49.01
AMN - AMN Healthcare Services
0.00
Reduce 27.47%
44,812
$42.40
$1,900,000
$27.04
-36.23%
$22.47
$79.74
AZPN - Aspen Technology Inc.
0.00
Reduce 24.05%
7,483
$238.81
$1,787,000
$250.26
4.79%
$171.25
$254.44
BAH - Booz Allen Hamilton Hldg Corp.
0.00
Buy
4,722
$162.85
$769,000
$135.94
-16.52%
$123.87
$189.96
BIL - SPDR Bloomberg 1 3 Month T B
0.00
Reduce 94.48%
5,072
$91.88
$466,000
$91.56
-0.35%
$87.08
$91.56
BLD - TopBuild Corp.
0.00
Buy
4,075
$406.87
$1,658,000
$314.22
-22.77%
$302.70
$495.68
BROS - Dutch Bros Inc Class A
0.00
Buy
44,241
$32.03
$1,417,000
$55.47
73.18%
$25.46
$59.18
BWMN - Bowman Consulting Group Ltd
0.00
Reduce 10.75%
41,186
$24.09
$992,000
$23.77
-1.33%
$19.93
$42.90
CPA - Copa Holdings SA
0.00
Reduce 13.79%
9,628
$93.79
$903,000
$87.14
-7.09%
$77.24
$108.26
CRL - Charles River Labs
0.00
Reduce 3.69%
5,504
$196.95
$1,084,000
$190.10
-3.48%
$176.48
$275.00
DAVA - Endava plc
0.00
Reduce 48.36%
9,776
$25.57
$250,000
$30.76
20.30%
$23.28
$81.06
ETSY - Etsy Inc.
0.00
Reduce 24.87%
24,738
$55.54
$1,374,000
$52.89
-4.77%
$47.10
$80.30