Featured 13F manager
Polen Capital Management LLC
Boca Raton, FL 23 processed 13Fs on this site · 2021 Q3–2026 Q2
- $11.6B
- 219 Positions
- 2026 Q2
- −19.7% QoQ
- Top 5 33.5%
Portfolio
top 5 33.5% · top 10 58.8%
- LLY - Eli Lilly & 6.9%
- NVDA - Nvidia 6.9%
- MSFT - Microsoft 6.7%
- GOOG - Alphabet · CL C 6.6%
- AVGO - Broadcom 6.4%
- AMZN - Amazon 5.8%
- V - VISA · CL A 5.3%
- MA - Mastercard · CL A 5.1%
- NOW - Servicenow 4.6%
- ORCL - Oracle 4.5%
- SHOP - Shopify · CL A 4.5%
- MSCI - MSCI Inc 3.2%
- Other 33.5%
AUM over time
Latest book
| LLY - Eli Lilly & | 6.89% | Reduce −27.1% | 666,912 | $1,199 | $800M | −247,645 | −$41M |
| NVDA - Nvidia | 6.86% | Reduce −3.1% | 3,978,446 | $200.09 | $796M | −125,801 | +$80M |
| MSFT - Microsoft | 6.74% | Reduce −26.3% | 2,098,613 | $373.02 | $783M | −747,275 | −$271M |
| GOOG - Alphabet · CL C | 6.59% | Reduce −26.5% | 2,165,218 | $353.33 | $765M | −781,419 | −$80M |
| AVGO - Broadcom | 6.38% | Reduce −27.3% | 1,960,209 | $377.75 | $740M | −737,358 | −$94M |
| AMZN - Amazon | 5.77% | Reduce −27.9% | 2,809,953 | $238.34 | $670M | −1,086,786 | −$142M |
| V - VISA · CL A | 5.34% | Reduce −26.2% | 1,805,617 | $343.09 | $619M | −640,143 | −$120M |
| MA - Mastercard · CL A | 5.05% | Reduce −25.9% | 1,141,958 | $513.60 | $587M | −399,430 | −$184M |
| NOW - Servicenow | 4.59% | Reduce −26.1% | 5,370,172 | $99.28 | $533M | −1,899,281 | −$227M |
| ORCL - Oracle | 4.51% | Reduce −28.9% | 3,574,259 | $146.55 | $524M | −1,449,998 | −$215M |
| SHOP - Shopify · CL A | 4.50% | Reduce −27.4% | 4,577,524 | $114.18 | $523M | −1,729,216 | −$225M |
| MSCI - MSCI Inc | 3.24% | Reduce −27.7% | 671,797 | $560.04 | $376M | −257,712 | −$125M |
| LRCX - Lam Research | 3.21% | Reduce −18.5% | 859,036 | $433.33 | $372M | −195,459 | +$147M |
| SBUX - Starbucks | 3.13% | Reduce −29.8% | 3,550,773 | $102.19 | $363M | −1,504,715 | −$90M |
| IDXX - Idexx Labs | 2.41% | Reduce −23.5% | 532,384 | $526.44 | $280M | −163,427 | −$111M |
| GE - GE Aerospace | 2.22% | New | 690,493 | $373.73 | $258M | +690,493 | +$258M |
| CSGP - Costar Group | 2.14% | Reduce −30.3% | 8,759,314 | $28.32 | $248M | −3,811,054 | −$259M |
| TSM - Taiwan Semiconductor | 2.06% | Add +186.9% | 501,210 | $477.57 | $239M | +326,524 | +$180M |
| ABNB - Airbnb · CL A | 2.03% | Reduce −27.4% | 1,649,884 | $143.10 | $236M | −623,863 | −$51M |
| GEV - GE Vernova | 1.99% | New | 196,612 | $1,175 | $231M | +196,612 | +$231M |
| META - Meta Platforms · CL A | 1.60% | Reduce −30.9% | 329,573 | $563.29 | $186M | −147,090 | −$87M |
| ISRG - Intuitive Surgical | 1.53% | Reduce −26.2% | 447,944 | $397.68 | $178M | −158,882 | −$102M |
| ATI - ATI Inc | 1.39% | New | 819,236 | $197.10 | $161M | +819,236 | +$161M |
| HWM - Howmet Aerospace | 1.06% | New | 457,124 | $268.86 | $123M | +457,124 | +$123M |
| EME - Emcor Group | 0.74% | New | 103,123 | $829.88 | $86M | +103,123 | +$86M |
| IWF - Ishares Tr | 0.66% | Add +50.8% | 613,639 | $124.17 | $76M | +206,776 | −$97M |
| ROL - Rollins | 0.57% | Reduce −26.9% | 1,590,903 | $41.74 | $66M | −586,775 | −$50M |
| AON - AON PLC · CL A | 0.47% | Reduce −87.9% | 164,035 | $331.69 | $54M | −1,190,018 | −$383M |
| MELI - Mercadolibre | 0.38% | Reduce −24.7% | 25,926 | $1,697 | $44M | −8,526 | −$16M |
| UBER - UBER Technologies | 0.35% | Reduce −80.5% | 570,063 | $72.16 | $41M | −2,347,865 | −$169M |
| SPOT - Spotify Technology S A | 0.32% | Reduce −24.1% | 81,578 | $459.13 | $37M | −25,851 | −$15M |
| ASML — | 0.26% | Reduce −4.0% | 15,427 | $1,989 | $31M | −645 | +$9M |
| ZTS - Zoetis · CL A | 0.20% | Reduce −92.4% | 320,420 | $71.86 | $23M | −3,902,656 | −$476M |
| ACN - Accenture Ireland · CLASS A | 0.16% | Reduce −88.7% | 152,800 | $124.44 | $19M | −1,201,948 | −$250M |
| ACWI - Ishares Tr | 0.16% | Reduce −60.7% | 120,540 | $156.97 | $19M | −185,875 | −$23M |
| SNPS - Synopsys | 0.16% | Reduce −93.9% | 41,267 | $446.07 | $18M | −629,966 | −$248M |
| DOCN - Digitalocean | 0.14% | Add +5.3% | 101,350 | $157.03 | $16M | +5,144 | +$8M |
| WULF - Terawulf | 0.12% | Add +429.4% | 563,139 | $24.70 | $14M | +456,764 | +$12M |
| CECO - Ceco Environmental | 0.11% | Reduce −3.7% | 137,977 | $90.74 | $13M | −5,254 | +$4M |
| BE - Bloom Energy · CL A | 0.11% | Reduce −39.3% | 40,838 | $302.70 | $12M | −26,393 | +$3M |
| BELFB - Bel Fuse · CL B | 0.09% | Reduce −24.2% | 32,845 | $333.04 | $11M | −10,494 | +$2M |
| NU — · CL A | 0.09% | Reduce −38.2% | 752,747 | $13.36 | $10M | −464,491 | −$7M |
| GOOGL - Alphabet · CL A | 0.09% | Reduce −1.4% | 27,810 | $357.37 | $10M | −385 | +$2M |
| LASR - Nlight | 0.08% | Add +48.6% | 133,448 | $69.62 | $9M | +43,657 | +$4M |
| FROG - Jfrog | 0.07% | Add +360.1% | 93,117 | $90.88 | $8M | +72,877 | +$8M |
| POWL - Powell Inds | 0.07% | Add +66.9% | 29,181 | $286.36 | $8M | +11,696 | −$1M |
| AGX - Argan | 0.07% | Reduce −43.2% | 10,214 | $798.55 | $8M | −7,767 | −$2M |
| MOD - Modine Mfg | 0.07% | Add +1.0% | 29,335 | $267.02 | $8M | +293 | +$2M |
| YOU - Clear Secure · CL A | 0.06% | Reduce −9.7% | 131,773 | $55.73 | $7M | −14,127 | +$281K |
| BKD - Brookdale Sr Living | 0.06% | Add +7.3% | 451,082 | $16.09 | $7M | +30,708 | +$2M |
| BWXT - BWX Technologies | 0.06% | Reduce −3.0% | 36,974 | $194.65 | $7M | −1,149 | −$599K |
| CCJ - Cameco | 0.06% | Add +241.3% | 68,968 | $101.88 | $7M | +48,758 | +$5M |
| VSEC - VSE | 0.06% | Reduce −29.0% | 29,853 | $228.50 | $7M | −12,187 | −$931K |
| SPHR - Sphere Entertainment · CL A | 0.06% | Reduce −20.2% | 38,529 | $173.03 | $7M | −9,764 | +$997K |
| SEI - Solaris Energy Infras · CL A | 0.06% | Reduce −4.0% | 80,324 | $80.46 | $6M | −3,351 | +$2M |
| AMPX - Amprius Technologies | 0.06% | Add +10.3% | 465,598 | $13.86 | $6M | +43,453 | −$664K |
| AEHR - Aehr Test Sys | 0.05% | Reduce −16.7% | 66,157 | $96.06 | $6M | −13,239 | +$3M |
| VUG - Vanguard Index Fds | 0.05% | Add +356.6% | 73,200 | $86.14 | $6M | +57,170 | −$696K |
| Dlocal · CLASS A | 0.05% | Reduce −0.6% | 456,087 | $13.00 | $6M | −2,822 | −$25K |
| REAL - The Realreal | 0.05% | Add +123.8% | 496,556 | $11.79 | $6M | +274,691 | +$4M |
| TWST - Twist Bioscience | 0.05% | Add +130.1% | 55,310 | $102.88 | $6M | +31,273 | +$5M |
| VICR - Vicor | 0.05% | Add +7.4% | 14,924 | $379.78 | $6M | +1,025 | +$3M |
| IESC - IES | 0.05% | Reduce −39.1% | 7,275 | $734.66 | $5M | −4,678 | −$351K |
| GH - Guardant Health | 0.04% | Reduce −1.0% | 34,372 | $150.03 | $5M | −353 | +$2M |
| LPTH - Lightpath Technologies · CL A | 0.04% | Add +297.8% | 314,476 | $16.35 | $5M | +235,421 | +$4M |
| PL - Planet Labs Pbc · CL A | 0.04% | Reduce −30.2% | 149,211 | $33.13 | $5M | −64,703 | −$1M |
| VPG - Vishay Precision Group | 0.04% | Add +35.0% | 32,744 | $149.91 | $5M | +8,481 | +$4M |
| NFLX - Netflix | 0.04% | Reduce −18.2% | 68,139 | $71.40 | $5M | −15,146 | −$3M |
| RXT - Rackspace Technology | 0.04% | New | 709,189 | $6.53 | $5M | +709,189 | +$5M |
| FTK - Flotek Industries | 0.04% | Add +607.3% | 195,504 | $23.52 | $5M | +167,862 | +$4M |
| SAP - Sap Se | 0.04% | Reduce −56.8% | 28,773 | $154.11 | $4M | −37,901 | −$7M |
| CRS - Carpenter Technology | 0.04% | Reduce −45.7% | 6,756 | $616.84 | $4M | −5,675 | −$732K |
| SITM - Sitime | 0.04% | Reduce −21.8% | 5,555 | $745.56 | $4M | −1,546 | +$2M |
| BFLY - Butterfly Network · CL A | 0.03% | Add +18.3% | 480,502 | $8.42 | $4M | +74,242 | +$2M |
| AXTI - AXT | 0.03% | Add +6.8% | 52,707 | $72.08 | $4M | +3,339 | +$986K |
| TSLA - Tesla | 0.03% | Add +21.8% | 8,974 | $420.60 | $4M | +1,606 | +$1M |
| APLD - Applied Digital | 0.03% | New | 98,328 | $37.30 | $4M | +98,328 | +$4M |
| VECO - Veeco Instrs Del | 0.03% | Add +301.7% | 48,314 | $75.80 | $4M | +36,286 | +$3M |
| BW — | 0.03% | Reduce −8.1% | 249,411 | $14.10 | $4M | −22,081 | −$472K |
| AZN - Astrazeneca | 0.03% | Reduce −28.5% | 18,621 | $188.69 | $4M | −7,425 | −$2M |
| TME - Tencent Music Entmt Group | 0.03% | Reduce −0.8% | 407,182 | $8.35 | $3M | −3,096 | −$407K |
| AIR - AAR | 0.03% | Add +45.4% | 23,561 | $142.93 | $3M | +7,353 | +$2M |
| WTW - Willis Towers Watson | 0.03% | Reduce −33.8% | 12,833 | $261.38 | $3M | −6,543 | −$2M |
| TSHA - Taysha Gene Therapies | 0.03% | Add +53.0% | 489,219 | $6.81 | $3M | +169,471 | +$2M |
| LIND — | 0.03% | Add +12.5% | 114,915 | $28.24 | $3M | +12,788 | +$1M |
| ATRO - Astronics | 0.03% | Reduce −7.1% | 39,379 | $81.26 | $3M | −3,031 | +$370K |
| LFUS - Littelfuse | 0.03% | Add +41.5% | 7,016 | $455.33 | $3M | +2,057 | +$2M |
| ASTE - Astec Inds | 0.03% | Add +26.7% | 52,160 | $61.19 | $3M | +10,988 | +$975K |
| LTH - Life Time Group | 0.03% | Add +89.5% | 76,705 | $40.84 | $3M | +36,224 | +$2M |
| EVC — · CL A | 0.03% | New | 236,939 | $13.04 | $3M | +236,939 | +$3M |
| TIGO - Millicom Intl Cellular S A | 0.03% | Reduce −6.9% | 33,602 | $90.76 | $3M | −2,494 | +$345K |
| SPY — | 0.03% | Add +6.9% | 4,018 | $746.83 | $3M | +261 | +$557K |
| JOBY - Joby Aviation | 0.03% | Add +12.7% | 332,157 | $8.92 | $3M | +37,403 | +$528K |
| COPA SA · CL A | 0.03% | New | 18,948 | $155.57 | $3M | +18,948 | +$3M |
| CDNL — · CL A | 0.02% | New | 30,787 | $94.20 | $3M | +30,787 | +$3M |
| SRRK - Scholar Rock | 0.02% | Add +0.3% | 52,132 | $55.00 | $3M | +181 | +$313K |
| AAOI - Applied Optoelectronics | 0.02% | Add +29.2% | 19,272 | $148.16 | $3M | +4,359 | +$2M |
| PRLB - Proto Labs | 0.02% | Reduce −6.9% | 35,011 | $81.51 | $3M | −2,583 | +$710K |
| OPY - Oppenheimer · CL A | 0.02% | Reduce −0.4% | 26,834 | $105.54 | $3M | −120 | +$428K |
| PLPC - Preformed Line Prods | 0.02% | Reduce −6.3% | 6,875 | $410.56 | $3M | −466 | +$835K |
| FPS - Forgent Power Solutions · CL A | 0.02% | New | 50,328 | $55.86 | $3M | +50,328 | +$3M |
| Alpha Tau Medical | 0.02% | New | 220,751 | $12.58 | $3M | +220,751 | +$3M |
| PTGX - Protagonist Therapeutics | 0.02% | Reduce −6.9% | 22,651 | $122.58 | $3M | −1,686 | +$211K |
| CALY - Callaway Golf | 0.02% | Add +107.3% | 146,013 | $18.79 | $3M | +75,582 | +$2M |
| AZZ — | 0.02% | Add +20.3% | 17,364 | $155.05 | $3M | +2,926 | +$886K |
| PURR - Hyperliquid Strategies | 0.02% | Add +448.8% | 340,311 | $7.87 | $3M | +278,303 | +$2M |
| CAKE - Cheesecake Factory | 0.02% | Add +34.1% | 33,297 | $79.54 | $3M | +8,475 | +$1M |
| ROAD - Construction Partners · CL A | 0.02% | Reduce −15.3% | 22,291 | $118.77 | $3M | −4,038 | −$278K |
| WT - Wisdomtree | 0.02% | Add +36.7% | 149,051 | $16.94 | $3M | +40,046 | +$938K |
| FIVN - FIVE9 | 0.02% | New | 117,256 | $21.32 | $2M | +117,256 | +$2M |
| CVNA - Carvana · CL A | 0.02% | Add +410.4% | 37,504 | $65.82 | $2M | +30,156 | +$158K |
| MIRM - Mirum Pharmaceuticals | 0.02% | Add +1.8% | 20,899 | $117.07 | $2M | +368 | +$550K |
| PRAX — | 0.02% | Reduce −27.8% | 7,252 | $334.79 | $2M | −2,791 | −$808K |
| KN - Knowles | 0.02% | New | 58,485 | $41.48 | $2M | +58,485 | +$2M |
| VCTR - Victory Cap Del · CL A | 0.02% | Reduce −29.2% | 28,223 | $84.06 | $2M | −11,645 | −$238K |
| MEC - Mayville Engr | 0.02% | New | 61,827 | $37.46 | $2M | +61,827 | +$2M |
| RKLB - Rocket Lab | 0.02% | Reduce −3.4% | 22,751 | $101.65 | $2M | −804 | +$800K |
| SE - SEA | 0.02% | Reduce −29.7% | 23,119 | $95.83 | $2M | −9,755 | −$507K |
| ADPT — | 0.02% | Reduce −11.7% | 102,457 | $21.45 | $2M | −13,594 | +$587K |
| NOVT - Novanta | 0.02% | New | 13,366 | $162.24 | $2M | +13,366 | +$2M |
| SMTC - Semtech | 0.02% | Add +103.8% | 13,353 | $161.85 | $2M | +6,800 | +$2M |
| PENG - Penguin Solutions | 0.02% | New | 28,293 | $76.01 | $2M | +28,293 | +$2M |
| ACWX - Ishares Tr | 0.02% | Add +8.1% | 27,755 | $76.11 | $2M | +2,079 | +$354K |
| ONON - ON AG | 0.02% | Reduce −33.3% | 58,741 | $35.42 | $2M | −29,310 | −$915K |
| AKTS - Aktis Oncology | 0.02% | New | 63,514 | $32.23 | $2M | +63,514 | +$2M |
| BLLN — · CL A | 0.02% | New | 16,975 | $119.98 | $2M | +16,975 | +$2M |
| PTC - Ptc Therapeutics | 0.02% | New | 24,916 | $81.57 | $2M | +24,916 | +$2M |
| OUT - Outfront Media | 0.02% | Add +17.4% | 60,351 | $32.76 | $2M | +8,940 | +$615K |
| GHC - Graham | 0.02% | Reduce −11.0% | 15,852 | $123.79 | $2M | −1,961 | +$557K |
| TVTX - Travere Therapeutics | 0.02% | New | 34,315 | $56.81 | $2M | +34,315 | +$2M |
| ESTA - Establishment Labs | 0.02% | Reduce −7.3% | 22,541 | $85.81 | $2M | −1,783 | +$553K |
| WOLF - Wolfspeed | 0.02% | New | 38,219 | $48.25 | $2M | +38,219 | +$2M |
| MAMA - Mamas Creations | 0.02% | Add +53.6% | 100,497 | $17.85 | $2M | +35,089 | +$791K |
| ADEA - Adeia | 0.01% | New | 52,575 | $32.93 | $2M | +52,575 | +$2M |
| ERO - Ero Copper | 0.01% | Reduce −10.8% | 62,613 | $26.75 | $2M | −7,546 | −$196K |
| RHLD - Resolute Mgmt | 0.01% | Reduce −16.1% | 11,464 | $144.53 | $2M | −2,205 | −$562K |
| ETON - Eton Pharmaceuticals | 0.01% | Add +50.6% | 45,379 | $36.20 | $2M | +15,241 | +$899K |
| CW - Curtiss Wright | 0.01% | Add +74.9% | 2,085 | $757.76 | $2M | +893 | +$768K |
| RNG - Ringcentral · CL A | 0.01% | New | 40,133 | $38.98 | $2M | +40,133 | +$2M |
| ADBE - Adobe | 0.01% | Reduce −36.1% | 7,581 | $205.01 | $2M | −4,287 | −$1M |
| FTI - Technipfmc | 0.01% | Reduce −35.4% | 22,164 | $66.30 | $1M | −12,129 | −$901K |
| Ermenegildo Zegna | 0.01% | New | 111,273 | $13.02 | $1M | +111,273 | +$1M |
| CVLG - Covenant Logistics Group · CL A | 0.01% | New | 31,943 | $44.18 | $1M | +31,943 | +$1M |
| KOD - Kodiak Sciences | 0.01% | Reduce −14.2% | 35,469 | $38.96 | $1M | −5,885 | −$195K |
| AIRJ - Airjoule Technologies · CL A | 0.01% | New | 243,378 | $5.54 | $1M | +243,378 | +$1M |
| VELO - Velo3d | 0.01% | Add +21.1% | 74,422 | $17.55 | $1M | +12,989 | +$729K |
| OPLN - Openlane | 0.01% | Reduce −7.2% | 30,970 | $41.24 | $1M | −2,391 | +$305K |
| BTDR - Bitdeer Technologies Group · CL A | 0.01% | New | 79,540 | $15.87 | $1M | +79,540 | +$1M |
| GRBK - Green Brick Partners | 0.01% | Add +15.6% | 15,242 | $80.04 | $1M | +2,058 | +$370K |
| VXUS - Vanguard Intl Equity Index | 0.01% | Add +17.0% | 7,719 | $156.95 | $1M | +1,119 | +$299K |
| SOFI - SOFI Technologies | 0.01% | Reduce −36.5% | 65,611 | $17.93 | $1M | −37,734 | −$465K |
| FN - Fabrinet | 0.01% | Add +8.1% | 2,087 | $562.08 | $1M | +157 | +$167K |
| TWLO - Twilio · CL A | 0.01% | Add +105.8% | 5,572 | $206.33 | $1M | +2,864 | +$809K |
| SPCX - Space Exploration Techn · CLASS A | 0.01% | New | 6,705 | $170.86 | $1M | +6,705 | +$1M |
| NESR - National Energy Services | 0.01% | New | 38,252 | $29.93 | $1M | +38,252 | +$1M |
| PRSU — | 0.01% | New | 19,995 | $55.97 | $1M | +19,995 | +$1M |
| IBN - Icici Bank | 0.01% | Reduce −67.7% | 38,124 | $29.03 | $1M | −79,935 | −$2M |
| OSCR - Oscar Health · CL A | 0.01% | New | 38,701 | $28.52 | $1M | +38,701 | +$1M |
| AXSM - Axsome Therapeutics | 0.01% | Add +111.2% | 4,468 | $244.77 | $1M | +2,352 | +$736K |
| URGN - Urogen Pharma | 0.01% | New | 29,615 | $36.80 | $1M | +29,615 | +$1M |
| CATH - Global X Fds | 0.01% | Reduce −37.1% | 11,866 | $88.50 | $1M | −7,002 | −$424K |
| VOO - Vanguard Index Fds | 0.01% | New | 1,518 | $686.81 | $1M | +1,518 | +$1M |
| RXO — | 0.01% | New | 37,400 | $27.59 | $1M | +37,400 | +$1M |
| Whitefiber | 0.01% | New | 26,281 | $38.85 | $1M | +26,281 | +$1M |
| WSC - Willscot · CL A | 0.01% | New | 34,229 | $28.86 | $988K | +34,229 | +$988K |
| ADTN - Adtran | 0.01% | Reduce −7.1% | 70,292 | $13.90 | $977K | −5,396 | +$25K |
| ERJ - Embraer S a | 0.01% | Add +60.9% | 14,701 | $63.80 | $938K | +5,563 | +$396K |
| ASPI - Asp Isotopes | 0.01% | Add +21.6% | 149,559 | $6.22 | $930K | +26,589 | +$387K |
| DNTH - Dianthus Therapeutics | 0.01% | Add +126.6% | 9,333 | $97.48 | $910K | +5,214 | +$564K |
| CYD - China Yuchai Intl | 0.01% | New | 19,146 | $47.41 | $908K | +19,146 | +$908K |
| AAPL - Apple | 0.01% | Reduce −28.6% | 2,892 | $289.33 | $837K | −1,160 | −$192K |
| Churchill Cap Xi · CL A | 0.01% | New | 45,590 | $17.45 | $796K | +45,590 | +$796K |
| LOCO - El Pollo Loco | 0.01% | Add +253.5% | 46,419 | $16.96 | $787K | +33,287 | +$605K |
| MTSI — | 0.01% | Add +92.7% | 2,048 | $380.37 | $779K | +985 | +$543K |
| APEI — | 0.01% | Reduce −1.1% | 13,971 | $53.70 | $750K | −151 | −$53K |
| AFRM - Affirm · CL A | 0.01% | Add +88.1% | 8,958 | $81.55 | $731K | +4,195 | +$512K |
| UAL - United Airls | 0.01% | New | 5,277 | $135.99 | $718K | +5,277 | +$718K |
| MITK - Mitek Sys | 0.01% | Add +34.3% | 35,504 | $20.13 | $715K | +9,059 | +$358K |
| XPO - Xpo Logistics | 0.01% | New | 3,396 | $205.29 | $697K | +3,396 | +$697K |
| GKOS - Glaukos | 0.01% | New | 4,818 | $139.76 | $673K | +4,818 | +$673K |
| Camtek | 0.01% | New | 4,113 | $163.12 | $671K | +4,113 | +$671K |
| SN - Sharkninja | 0.01% | Add +66.4% | 4,146 | $152.27 | $631K | +1,655 | +$368K |
| NXE - Nexgen Energy | 0.01% | Reduce −46.7% | 62,639 | $9.39 | $588K | −54,971 | −$776K |
| TLN - Talen Energy | 0.00% | Add +116.0% | 1,473 | $384.26 | $566K | +791 | +$348K |
| VIST - Vista Energy S a b De C v | 0.00% | Add +163.9% | 8,483 | $63.80 | $541K | +5,269 | +$299K |
| NTRA - Natera | 0.00% | Add +28.2% | 1,627 | $271.45 | $442K | +358 | +$188K |
| SNDK - Sandisk | 0.00% | Reduce −57.4% | 193 | $2,274 | $439K | −260 | +$151K |
| FTAI - Ftai Aviation | 0.00% | Reduce −20.3% | 1,404 | $270.53 | $380K | −358 | −$52K |
| MLI - Mueller Inds | 0.00% | Add +86.8% | 5,172 | $61.47 | $318K | +2,403 | +$11K |
| BBIO - Bridgebio Pharma | 0.00% | Reduce −91.3% | 4,002 | $74.48 | $298K | −41,932 | −$3M |
| ABT - Abbott Laboratories | 0.00% | Reduce −79.1% | 3,156 | $90.74 | $286K | −11,925 | −$1M |
| MLKN - Millerknoll | 0.00% | Reduce −52.6% | 12,466 | $20.46 | $255K | −13,839 | −$125K |
| W - Wayfair · CL A | 0.00% | Reduce −93.2% | 2,402 | $92.42 | $222K | −32,814 | −$2M |
| BSX - Boston Scientific | 0.00% | Reduce −99.2% | 4,750 | $42.68 | $203K | −574,989 | −$36M |
Showing top 50 of 194 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| INTU - Intuit | 0.06% | Exit | 0 | $432.38 | $9M | −19,853 | −$9M |
| Fastly · CL A | 0.05% | Exit | 0 | $29.06 | $7M | −238,518 | −$7M |
| Ishares Tr | 0.04% | Exit | 0 | $56.18 | $5M | −96,813 | −$5M |
| MDT - Medtronic | 0.04% | Exit | 0 | $86.65 | $5M | −60,661 | −$5M |
| Ishares | 0.04% | Exit | 0 | $70.92 | $5M | −72,894 | −$5M |
| WGS - Genedx · CL A | 0.03% | Exit | 0 | $64.22 | $5M | −77,419 | −$5M |
| PAYC - Paycom Software | 0.03% | Exit | 0 | $121.53 | $4M | −30,831 | −$4M |
| FIGR - Figure Technology Solutio · CL A | 0.02% | Exit | 0 | $33.95 | $4M | −105,634 | −$4M |
| KRMN - Karman | 0.02% | Exit | 0 | $80.04 | $4M | −44,066 | −$4M |
| Corporacion Amer Arpts S A | 0.02% | Exit | 0 | $25.29 | $3M | −106,069 | −$3M |
| KTOS — | 0.01% | Exit | 0 | $70.49 | $2M | −29,265 | −$2M |
| Iradimed | 0.01% | Exit | 0 | $96.27 | $2M | −20,744 | −$2M |
| CELC - Celcuity | 0.01% | Exit | 0 | $114.14 | $2M | −17,181 | −$2M |
| METC - Ramaco Res · CL A | 0.01% | Exit | 0 | $15.46 | $2M | −119,574 | −$2M |
| FIGS - FIGS Inc · CL A | 0.01% | Exit | 0 | $14.77 | $2M | −121,437 | −$2M |
| SHAK - Shake Shack · CL A | 0.01% | Exit | 0 | $88.48 | $2M | −18,840 | −$2M |
| Irsa Inversiones Y Rep S A | 0.01% | Exit | 0 | $16.21 | $2M | −94,136 | −$2M |
| AX - AXOS Financial | 0.01% | Exit | 0 | $85.11 | $1M | −16,849 | −$1M |
| NUVL - Nuvalent | 0.01% | Exit | 0 | $102.48 | $1M | −12,744 | −$1M |
| Esquire Finl | 0.01% | Exit | 0 | $107.49 | $1M | −11,713 | −$1M |
| DNLI - Denali Therapeutics | 0.01% | Exit | 0 | $19.20 | $1M | −65,301 | −$1M |
| CRCL - Circle Internet Group · CL A | 0.01% | Exit | 0 | $95.43 | $1M | −13,098 | −$1M |
| IONQ | 0.01% | Exit | 0 | $28.83 | $1M | −42,109 | −$1M |
| Ivanhoe Electric | 0.01% | Exit | 0 | $11.82 | $1M | −97,186 | −$1M |
| SGOV - Ishares Tr | 0.01% | Exit | 0 | $100.65 | $1M | −11,267 | −$1M |
| SION - Sionna Therapeutics | 0.01% | Exit | 0 | $40.07 | $1M | −26,775 | −$1M |
| STRL - Sterling Infrastructure | 0.01% | Exit | 0 | $407.36 | $1M | −2,553 | −$1M |
| CPF - Central Pac Finl | 0.01% | Exit | 0 | $31.96 | $1M | −32,323 | −$1M |
| XMTR - Xometry · CLASS A | 0.01% | Exit | 0 | $40.83 | $1M | −24,564 | −$1M |
| FLR - Fluor | 0.01% | Exit | 0 | $46.64 | $980K | −21,011 | −$980K |
| WINA - Winmark | 0.01% | Exit | 0 | $427.51 | $976K | −2,283 | −$976K |
| HCI - HCI Group | 0.01% | Exit | 0 | $154.60 | $944K | −6,106 | −$944K |
| LRN - Stride | 0.01% | Exit | 0 | $88.17 | $932K | −10,571 | −$932K |
| Kontoor Brands | 0.01% | Exit | 0 | $70.27 | $927K | −13,192 | −$927K |
| Holding · CL A | 0.01% | Exit | 0 | $10.89 | $902K | −82,865 | −$902K |
| ARLO - ARLO Technologies | 0.01% | Exit | 0 | $14.23 | $835K | −58,674 | −$835K |
| BKSY - Blacksky Technology · CL A | 0.01% | Exit | 0 | $25.16 | $771K | −30,642 | −$771K |
| TMDX - Transmedics Group | 0.01% | Exit | 0 | $99.43 | $738K | −7,422 | −$738K |
| Firefly Aerospace | 0.01% | Exit | 0 | $28.47 | $726K | −25,499 | −$726K |
| DAVE — · CLASS A | — | Exit | 0 | $174.21 | $674K | −3,869 | −$674K |
| OFRM - Once Upon A Farm Pbc | — | Exit | 0 | $16.34 | $664K | −40,631 | −$664K |
| HDB - Hdfc Bank | — | Exit | 0 | $24.87 | $595K | −23,926 | −$595K |
| GPGI — · CL A | — | Exit | 0 | $17.09 | $571K | −33,406 | −$571K |
| BETR — · CL A | — | Exit | 0 | $35.59 | $568K | −15,959 | −$568K |
| Orion Group | — | Exit | 0 | $10.90 | $537K | −49,265 | −$537K |
| LMND - Lemonade | — | Exit | 0 | $62.66 | $515K | −8,219 | −$515K |
| ANIP - Ani Pharmaceuticals | — | Exit | 0 | $76.92 | $493K | −6,409 | −$493K |
| Thermon Group | — | Exit | 0 | $50.39 | $477K | −9,466 | −$477K |
| MTW - Manitowoc | — | Exit | 0 | $11.66 | $465K | −39,879 | −$465K |
| MIR - Mirion Technologies · CL A | — | Exit | 0 | $18.58 | $463K | −24,921 | −$463K |
| ASND - Ascendis Pharma A/S | — | Exit | 0 | $228.48 | $414K | −1,812 | −$414K |
| CCO - Clear Channel Outdoor | — | Exit | 0 | $2.37 | $414K | −174,708 | −$414K |
| DLX - Deluxe Medium Term Nts | — | Exit | 0 | $27.55 | $390K | −14,157 | −$390K |
| ANNX - Annexon | — | Exit | 0 | $5.55 | $389K | −70,152 | −$389K |
| Phibro Animal Health · CL A | — | Exit | 0 | $55.35 | $375K | −6,775 | −$375K |
| ANRO - Alto Neuroscience | — | Exit | 0 | $22.45 | $373K | −16,613 | −$373K |
| CEPU - Central Puerto S A | — | Exit | 0 | $16.82 | $372K | −22,120 | −$372K |
| VTOL - Bristow Group | — | Exit | 0 | $46.91 | $351K | −7,483 | −$351K |
| SKYT - Skywater Technology | — | Exit | 0 | $27.45 | $349K | −12,715 | −$349K |
| AA - Alcoa | — | Exit | 0 | $66.33 | $330K | −4,975 | −$330K |
| Ses Ai · CL A | — | Exit | 0 | $0.9617 | $308K | −320,271 | −$308K |
| FSLR - First Solar | — | Exit | 0 | $197.65 | $252K | −1,275 | −$252K |
| IT - Gartner | — | Exit | 0 | $158.17 | $245K | −1,549 | −$245K |
| SMR - Nuscale Pwr · CL A | — | Exit | 0 | $10.83 | $230K | −21,246 | −$230K |
| CRM - Salesforce | — | Exit | 0 | $186.83 | $227K | −1,215 | −$227K |
| BIL - Spdr Series Trust | — | Exit | 0 | $91.43 | $209K | −2,286 | −$209K |
| QXO - QXO Inc | — | Exit | 0 | $19.45 | $208K | −10,692 | −$208K |
| Holding | — | Exit | 0 | $46.72 | $205K | −4,388 | −$205K |
| Nautilus Biotechnology | — | Exit | 0 | $3.89 | $157K | −40,345 | −$157K |
| Opendoor Technologies | — | Exit | 0 | $4.69 | $82K | −17,474 | −$82K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 219 | $11.6B | −19.7% | 13F-HR | 8/4/2026 | 000117266126003035 |
| 2026 Q1 | 221 | $14.5B | −38.3% | 13F-HR | 5/14/2026 | 000117266126001911 |
| 2025 Q4 | 234 | $23.4B | −24.0% | 13F-HR | 2/12/2026 | 000117266126000654 |
| 2025 Q3 | 232 | $30.8B | −5.5% | 13F-HR | 11/12/2025 | 000117266125004691 |
| 2025 Q2 | 240 | $32.6B | +2.3% | 13F-HR | 8/13/2025 | 000117266125003133 |
| 2025 Q1 | 117 | $31.8B | −14.0% | 13F-HR | 5/12/2025 | 000117266125001713 |
| 2024 Q4 | 124 | $37B | −4.5% | 13F-HR | 2/10/2025 | 000117266125000623 |
| 2024 Q3 | 118 | $38.7B | — | RESTATEMENT | 2/10/2025 | 000117266125000622 |
| 2024 Q3 | 118 | $38.7B | −2.8% | 13F-HR | 11/13/2024 | 000117266124004624 |
| 2024 Q2 | 110 | $39.9B | −8.0% | 13F-HR | 8/12/2024 | 000117266124003233 |
| 2024 Q1 | 104 | $43.3B | +4.4% | 13F-HR | 5/10/2024 | 000117266124002149 |
| 2023 Q4 | 107 | $41.5B | — | RESTATEMENT | 5/10/2024 | 000117266124002148 |
| 2023 Q4 | 107 | $41.5B | — | RESTATEMENT | 2/20/2024 | 000117266124001616 |
| 2023 Q4 | 107 | $41.5B | +9.1% | 13F-HR | 2/13/2024 | 000117266124000776 |
| 2023 Q3 | 99 | $38B | −5.7% | 13F-HR | 11/13/2023 | 000117266123003726 |
| 2023 Q2 | 100 | $40.3B | +6.3% | 13F-HR | 8/11/2023 | 000117266123002916 |
| 2023 Q1 | 94 | $37.9B | +10.7% | 13F-HR | 5/11/2023 | 000117266123002012 |
| 2022 Q4 | 93 | $34.3B | −4.1% | 13F-HR | 2/13/2023 | 000117266123000805 |
| 2022 Q3 | 85 | $35.8B | −5.7% | 13F-HR | 11/4/2022 | 000117266122002289 |
| 2022 Q2 | 84 | $37.9B | −26.0% | 13F-HR | 8/10/2022 | 000117266122001764 |
| 2022 Q1 | 91 | $51.3B | −13.9% | 13F-HR | 5/12/2022 | 000117266122001239 |
| 2021 Q4 | 92 | $59.5B | +9.3% | 13F-HR | 2/11/2022 | 000117266122000331 |
| 2021 Q3 | 91 | $54.5B | — | 13F-HR | 11/10/2021 | 000117266121002146 |
About
POLEN CAPITAL MANAGEMENT LLC
23 processed 13Fs on this site · 2021 Q3–2026 Q2