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Michelle Carter

@Polianta Ltd

Latest period2024 - Q4ReportedManaged Assets$209.294MTotal holdings72
Assets growth rate-1.76%Assets growth rate (2-Q avg)3.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polianta Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Polianta Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 209.294M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Michelle Carter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
Exited
0%
$1.173M
6,800 shares@ $172.5 avg price
PCARPaccar Inc
Recent Activity
Exited
0%
$1.154M
11,700 shares@ $98.64 avg price
DECKDeckers Outdoor Corp
Recent Activity
Exited
0%
$1.148M
7,200 shares@ $159.45 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.142M
1,400 shares@ $815.72 avg price
SQBlock Inc
Recent Activity
Exited
0%
$1.114M
16,600 shares@ $67.11 avg price
HRLHormel Foods Corp
Recent Activity
Exited
0%
$1.106M
34,900 shares@ $31.7 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$1.082M
2,600 shares@ $416.16 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$1.059M
15,800 shares@ $67.03 avg price
GMGeneral Motors Co
Recent Activity
Exited
0%
$1.053M
23,500 shares@ $44.81 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Exited
0%
$1.026M
124,400 shares@ $8.25 avg price