Titelia

Holdings of Polen 5Perspectives Small Growth Fund

FundVantage Trust ·86 declared positions · as of Apr 30, 2026

Original filing · Net assets 61.4M $ · Ten largest lines: 30.2 % of the equity sleeve

Sector breakdown

  • Industrials 8.7 %
  • Materials 2.2 %
  • Technology 0.6 %
  • Unattributed 88.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.3 %
  • LU 2.6 %
  • CA 0.8 %
  • VG 0.8 %
  • KY 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US8157.9M $95.26 %
2LU21.6M $2.63 %
3CA1484.5K $0.80 %
4VG1464.4K $0.76 %
5KY1337K $0.55 %

Positions

RankCompanySharesValueWeight
1Bloom Energy Corp 12,0383.4M $5.56 %
2DigitalOcean Holdings Inc 19,7121.9M $3.10 %
3Modine Manufacturing Co 7,3491.9M $3.05 %
4Bel Fuse Inc 6,4081.8M $2.88 %
5CECO Environmental Corp 22,2261.6M $2.68 %
6Brookdale Senior Living Inc 114,3531.6M $2.68 %
7Solaris Energy Infrastructure Inc 21,5331.6M $2.59 %
8Powell Industries Inc 5,6021.6M $2.53 %
9BWX Technologies Inc 6,9271.5M $2.44 %
10VSE Corp 8,4691.5M $2.37 %
11Sphere Entertainment Co 9,9481.4M $2.31 %
12IES Holdings Inc 2,1511.4M $2.26 %
13Carpenter Technology Corp 3,1551.4M $2.20 %
14Clear Secure Inc 24,8251.3M $2.16 %
15Planet Labs PBC 35,0691.3M $2.11 %
16Argan Inc 1,9271.3M $2.10 %
17Fastly Inc 47,4551.2M $1.95 %
18Vicor Corp 4,3021.2M $1.89 %
19Amprius Technologies Inc 54,2671.1M $1.86 %
20Terawulf Inc 50,9621.1M $1.80 %
21SiTime Corp 1,7931M $1.64 %
22Construction Partners Inc 7,090876.7K $1.43 %
23Millicom International Cellular SA 10,098857.1K $1.40 %
24Figure Technology Solutions Inc 23,890838.5K $1.37 %
25nLight Inc 11,926833K $1.36 %
26GeneDx Holdings Corp 11,870746.5K $1.22 %
27AZZ Inc 5,206744.7K $1.21 %
28Corp America Airports SA 29,619739K $1.20 %
29Applied Optoelectronics Inc 4,171685.5K $1.12 %
30Proto Labs Inc 10,486679.6K $1.11 %
31Protagonist Therapeutics Inc 6,811674.1K $1.10 %
32Victory Capital Holdings Inc 8,469664.9K $1.08 %
33Applied Digital Corp 19,200657.6K $1.07 %
34Veeco Instruments Inc 13,069651.5K $1.06 %
35Guardant Health Inc 7,259632.1K $1.03 %
36Taysha Gene Therapies Inc 98,446629.1K $1.02 %
37AAR Corp 5,691628.1K $1.02 %
38RealReal Inc/The 51,691614.6K $1.00 %
39WisdomTree Inc 36,027612.5K $1.00 %
40Aehr Test Systems 6,696606.4K $0.99 %
41Bridgebio Pharma Inc 8,201583.2K $0.95 %
42Praxis Precision Medicines Inc 1,793571.7K $0.93 %
43Mirum Pharmaceuticals Inc 5,722556.8K $0.91 %
44Scholar Rock Holding Corp 11,785549.3K $0.89 %
45Shake Shack Inc 5,228535.7K $0.87 %
46Figs Inc 33,764505.1K $0.82 %
47Karman Holdings Inc 7,270494.2K $0.81 %
48ERO Copper Corp 18,743484.5K $0.79 %
49Littelfuse Inc 1,166471.3K $0.77 %
50Celcuity Inc 3,854467.7K $0.76 %
51Establishment Labs Holdings Inc 6,767464.4K $0.76 %
52Joby Aviation Inc 49,424454.2K $0.74 %
53Axos Financial Inc 4,705453.8K $0.74 %
54Twist Bioscience Corp 7,618445.3K $0.73 %
55Cheesecake Factory Inc/The 6,950436.9K $0.71 %
56Outfront Media Inc 14,113435.4K $0.71 %
57Callaway Golf Co 28,221431.8K $0.70 %
58Sterling Infrastructure Inc 719370.7K $0.60 %
59Wayfair Inc 5,733366.5K $0.60 %
60Denali Therapeutics Inc 18,193340.6K $0.55 %
61Fabrinet 493337K $0.55 %
62Nuvalent Inc 3,316332.5K $0.54 %
63Semtech Corp 3,136329.4K $0.54 %
64Fluor Corp 5,868313.1K $0.51 %
65Knowles Corp 9,960310.7K $0.51 %
66Life Time Group Holdings Inc 11,337303.9K $0.50 %
67Adaptive Biotechnologies Corp 20,823293.6K $0.48 %
68OPENLANE Inc 9,276291.6K $0.48 %
69Stride Inc 2,958287.4K $0.47 %
70Arrowhead Pharmaceuticals Inc 3,897286.4K $0.47 %
71Kontoor Brands Inc 3,675269.6K $0.44 %
72AXT Inc 3,325263.4K $0.43 %
73JFrog Ltd 5,645262.2K $0.43 %
74Phibro Animal Health Corp 4,840257.4K $0.42 %
75Green Brick Partners Inc 3,675247.8K $0.40 %
76Lemonade Inc 4,348246.3K $0.40 %
77IonQ Inc 4,849218.8K $0.36 %
78Thermon Group Holdings Inc 2,644159.9K $0.26 %
79ANI Pharmaceuticals Inc 1,793142.5K $0.23 %
80Centrus Energy Corp 675142.4K $0.23 %
81Kratos Defense & Security Solutions, Inc. 2,163136.4K $0.22 %
82Arlo Technologies Inc 9,321131K $0.21 %
83Axsome Therapeutics Inc 628130.5K $0.21 %
84Bristow Group Inc 2,196107.9K $0.18 %
85Dianthus Therapeutics Inc 1,210106.2K $0.17 %
86Hims & Hers Health Inc 1,93852.7K $0.09 %