Polianta

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "RRX",
  "TROW",
  "SMCI",
  "ABNB",
  "JLL",
  null,
  "TEAM",
  "APP",
  "ROKU",
  "GFS",
  "FCX",
  "SMMT",
  "SCCO",
  null,
  "PWR",
  "FND",
  null,
  null,
  null,
  "ALK",
  "IJR",
  "ANET",
  null,
  "SPY",
  "GEHC",
  null,
  "TGT",
  "TWLO",
  "UAL",
  "UTHR",
  "VNQ",
  "MBLY",
  "PPC",
  null,
  "VWO",
  null,
  "ETR",
  "VRT",
  "THC",
  "SFM",
  "ALB",
  "DECK",
  "FOUR",
  "IVE",
  "SIRI",
  null,
  "VFH",
  "VST",
  "WBA",
  "WCC",
  "ZG",
  "CART",
  "KNX",
  "MHK",
  "LUMN",
  "TTD",
  "RNR",
  "SWKS",
  "RDDT",
  "GEV",
  "GAP",
  "SYF",
  "NUE",
  "NRG",
  "AUR",
  "BIO",
  null,
  "BG",
  "CVNA",
  "CEG",
  "DAL",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 73
Total Value: 207141
Accession Number: 0001695214-25-000005
Form Type: 13F-HR
CIK: polianta
Manager Name: Polianta

Data Enrichment

85% identified

62 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $207.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Aurora Innovation, Inc.

AUR|051774107

Shares:166.1K

Value:$1.1M

% of Portfolio:539.2% ($1.1M/$207.1K)

Tesla, Inc.

TSLA|88160R101

Shares:4.3K

Value:$1.1M

% of Portfolio:537.8% ($1.1M/$207.1K)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:7.1K

Value:$1.1M

% of Portfolio:532.0% ($1.1M/$207.1K)

Synchrony Financial

SYF|87165B103

Shares:20.8K

Value:$1.1M

% of Portfolio:531.5% ($1.1M/$207.1K)

Arista Networks, Inc.

ANET|040413205

Shares:14.1K

Value:$1.1M

% of Portfolio:527.2% ($1.1M/$207.1K)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:48.3K

Value:$1.1M

% of Portfolio:525.2% ($1.1M/$207.1K)

Airbnb, Inc.

ABNB|009066101

Shares:9.1K

Value:$1.1M

% of Portfolio:524.8% ($1.1M/$207.1K)

Floor & Decor Holdings, Inc.

FND|339750101

Shares:13.5K

Value:$1.1M

% of Portfolio:524.3% ($1.1M/$207.1K)

Atlassian Corp

TEAM|049468101

Shares:5.1K

Value:$1.1M

% of Portfolio:522.3% ($1.1M/$207.1K)

ZILLOW GROUP, INC.

ZG|98954M101

Shares:16.1K

Value:$1.1M

% of Portfolio:519.5% ($1.1M/$207.1K)

TARGET CORP

TGT|87612E106

Shares:10.3K

Value:$1.1M

% of Portfolio:518.5% ($1.1M/$207.1K)

Lumen Technologies, Inc.

LUMN|550241103

Shares:273.6K

Value:$1.1M

% of Portfolio:517.5% ($1.1M/$207.1K)

852234103

Shares:19.7K

Value:$1.1M

% of Portfolio:516.6% ($1.1M/$207.1K)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:4.2K

Value:$1.1M

% of Portfolio:515.1% ($1.1M/$207.1K)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:28.2K

Value:$1.1M

% of Portfolio:515.1% ($1.1M/$207.1K)

TWILIO INC

TWLO|90138F102

Shares:10.8K

Value:$1.1M

% of Portfolio:510.3% ($1.1M/$207.1K)

DELTA AIR LINES, INC.

DAL|247361702

Shares:24.1K

Value:$1.1M

% of Portfolio:506.9% ($1.1M/$207.1K)

Trade Desk, Inc.

TTD|88339J105

Shares:19.1K

Value:$1.0M

% of Portfolio:504.5% ($1.0M/$207.1K)

MOHAWK INDUSTRIES INC

MHK|608190104

Shares:9.1K

Value:$1.0M

% of Portfolio:501.6% ($1.0M/$207.1K)

Shift4 Payments, Inc.

FOUR|82452J109

Shares:12.7K

Value:$1.0M

% of Portfolio:500.6% ($1.0M/$207.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Aurora Innovation, Inc.(AURcusip051774107)	166.1K	QoQ NEW(+166.1K) YoY NEW(+166.1K)	All Managers (Combined)	$1.1M	539.2% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
Tesla, Inc.(TSLAcusip88160R101)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$1.1M	537.8% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
WESCO INTERNATIONAL INC(WCCcusip95082P105)	7.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	532.0% ($1.1M/$207.1K)	QoQ -14.17% (-$0) YoY -9.37% (-$0)
Synchrony Financial(SYFcusip87165B103)	20.8K	QoQ -4.58% (-1.0K) YoY -19.37% (-5.0K)	All Managers (Combined)	$1.1M	531.5% ($1.1M/$207.1K)	QoQ -22.30% (-$0) YoY -0.98% (-$0)
Arista Networks, Inc.(ANETcusip040413205)	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$1.1M	527.2% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	48.3K	QoQ +1.47% (+700) YoY NEW(+48.3K)	All Managers (Combined)	$1.1M	525.2% ($1.1M/$207.1K)	QoQ +0.27% (+$0) YoY NEW(+$1)
Airbnb, Inc.(ABNBcusip009066101)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$1.1M	524.8% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$1.1M	524.3% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
Atlassian Corp(TEAMcusip049468101)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$1.1M	522.3% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
ZILLOW GROUP, INC.(ZGcusip98954M101)	16.1K	QoQ NEW(+16.1K) YoY -32.06% (-7.6K)	All Managers (Combined)	$1.1M	519.5% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY -5.11% (-$0)
TARGET CORP(TGTcusip87612E106)	10.3K	QoQ 0.00% (-0) YoY +51.47% (-3.5K)	All Managers (Combined)	$1.1M	518.5% ($1.1M/$207.1K)	QoQ -22.84% (-$0) YoY -10.87% (-$0)
Lumen Technologies, Inc.(LUMNcusip550241103)	273.6K	QoQ +109.81% (+143.2K) YoY NEW(+273.6K)	All Managers (Combined)	$1.1M	517.5% ($1.1M/$207.1K)	QoQ +54.91% (+$0) YoY NEW(+$1)
(cusip852234103)✕	19.7K	QoQ NEW(+19.7K) YoY +43.79% (-6.0K)	All Managers (Combined)	$1.1M	516.6% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY -7.59% (-$0)
QUANTA SERVICES, INC.(PWRcusip74762E102)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$1.1M	515.1% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	28.2K	QoQ NEW(+28.2K) YoY NEW(+28.2K)	All Managers (Combined)	$1.1M	515.1% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
TWILIO INC(TWLOcusip90138F102)	10.8K	QoQ NEW(+10.8K) YoY -44.04% (-8.5K)	All Managers (Combined)	$1.1M	510.3% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY -10.42% (-$0)
DELTA AIR LINES, INC.(DALcusip247361702)	24.1K	QoQ NEW(+24.1K) YoY NEW(+24.1K)	All Managers (Combined)	$1.1M	506.9% ($1.1M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
Trade Desk, Inc.(TTDcusip88339J105)	19.1K	QoQ NEW(+19.1K) YoY NEW(+19.1K)	All Managers (Combined)	$1.0M	504.5% ($1.0M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
MOHAWK INDUSTRIES INC(MHKcusip608190104)	9.1K	QoQ 0.00% (-0) YoY NEW(+9.1K)	All Managers (Combined)	$1.0M	501.6% ($1.0M/$207.1K)	QoQ -4.15% (-$0) YoY NEW(+$1)
Shift4 Payments, Inc.(FOURcusip82452J109)	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$1.0M	500.6% ($1.0M/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)