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:

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REGAL REXNORD CORP

RRX|758750103

Shares:9.1K

Value:$1.0M

% of Portfolio:500.1% ($1.0M/$207.1K)

ROKU, INC

ROKU|77543R102

Shares:14.3K

Value:$1.0M

% of Portfolio:486.1% ($1.0M/$207.1K)

Reddit, Inc.

RDDT|75734B100

Shares:9.5K

Value:$996.0K

% of Portfolio:480.8% ($996.0K/$207.1K)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:8.9K

Value:$995.0K

% of Portfolio:480.3% ($995.0K/$207.1K)

ALBEMARLE CORP

ALB|012653101

Shares:13.8K

Value:$993.0K

% of Portfolio:479.4% ($993.0K/$207.1K)

Vertiv Holdings Co

VRT|92537N108

Shares:13.7K

Value:$989.0K

% of Portfolio:477.5% ($989.0K/$207.1K)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:28.6K

Value:$979.0K

% of Portfolio:472.6% ($979.0K/$207.1K)

BIO-RAD LABORATORIES, INC.

BIO|090572207

Shares:4.0K

Value:$974.0K

% of Portfolio:470.2% ($974.0K/$207.1K)

AppLovin Corp

APP|03831W108

Shares:3.5K

Value:$927.0K

% of Portfolio:447.5% ($927.0K/$207.1K)

Vistra Corp.

VST|92840M102

Shares:7.9K

Value:$927.0K

% of Portfolio:447.5% ($927.0K/$207.1K)

Knight-Swift Transportation Holdings Inc.

KNX|499049104

Shares:21.1K

Value:$917.0K

% of Portfolio:442.7% ($917.0K/$207.1K)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:18.0K

Value:$885.0K

% of Portfolio:427.2% ($885.0K/$207.1K)

92189F403

Shares:230.5K

Value:$0

% of Portfolio:0.0% ($0/$207.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
REGAL REXNORD CORP(RRXcusip758750103)	9.1K	QoQ +33.82% (-2.3K) YoY +54.23% (-3.2K)	All Managers (Combined)	$1.0M	500.1% ($1.0M/$207.1K)	QoQ -1.70% (-$0) YoY -2.44% (-$0)
ROKU, INC(ROKUcusip77543R102)	14.3K	QoQ NEW(+14.3K) YoY -16.37% (-2.8K)	All Managers (Combined)	$1.0M	486.1% ($1.0M/$207.1K)	QoQ NEW(+$1) YoY -9.60% (-$0)
Reddit, Inc.(RDDTcusip75734B100)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$996.0K	480.8% ($996.0K/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
DECKERS OUTDOOR CORP(DECKcusip243537107)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$995.0K	480.3% ($995.0K/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
ALBEMARLE CORP(ALBcusip012653101)	13.8K	QoQ NEW(+13.8K) YoY NEW(+13.8K)	All Managers (Combined)	$993.0K	479.4% ($993.0K/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
Vertiv Holdings Co(VRTcusip92537N108)	13.7K	QoQ +35.64% (-3.6K) YoY +1.48% (-200)	All Managers (Combined)	$989.0K	477.5% ($989.0K/$207.1K)	QoQ -13.77% (-$0) YoY -10.25% (-$0)
Super Micro Computer, Inc.(SMCIcusip86800U302)	28.6K	QoQ NEW(+28.6K) YoY NEW(+28.6K)	All Managers (Combined)	$979.0K	472.6% ($979.0K/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
BIO-RAD LABORATORIES, INC.(BIOcusip090572207)	4.0K	QoQ 0.00% (-0) YoY +21.21% (-700)	All Managers (Combined)	$974.0K	470.2% ($974.0K/$207.1K)	QoQ -25.87% (-$0) YoY -14.63% (-$0)
AppLovin Corp(APPcusip03831W108)	3.5K	QoQ -5.40% (-200) YoY NEW(+3.5K)	All Managers (Combined)	$927.0K	447.5% ($927.0K/$207.1K)	QoQ -22.62% (-$0) YoY NEW(+$1)
Vistra Corp.(VSTcusip92840M102)	7.9K	QoQ 0.00% (-0) YoY NEW(+7.9K)	All Managers (Combined)	$927.0K	447.5% ($927.0K/$207.1K)	QoQ -14.87% (-$0) YoY NEW(+$1)
Knight-Swift Transportation Holdings Inc.(KNXcusip499049104)	21.1K	QoQ 0.00% (-0) YoY +8.20% (-1.6K)	All Managers (Combined)	$917.0K	442.7% ($917.0K/$207.1K)	QoQ -18.05% (-$0) YoY -14.45% (-$0)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	18.0K	QoQ NEW(+18.0K) YoY NEW(+18.0K)	All Managers (Combined)	$885.0K	427.2% ($885.0K/$207.1K)	QoQ NEW(+$1) YoY NEW(+$1)
(cusip92189F403)✕	230.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$207.1K)	QoQ -(+$0) YoY -(+$0)