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Polen Capital Management LLC activity

Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 4 Aug. Sitewide activity

New 68
Add 63
Reduce 88
Exit 70

289 shown

Ticker Action Δ weight Detail Period
GE New 0% to 2.2% $258M Q1→Q2
GEV New 0% to 2.0% $231M Q1→Q2
ATI New 0% to 1.4% $161M Q1→Q2
HWM New 0% to 1.1% $123M Q1→Q2
EME New 0% to 0.74% $86M Q1→Q2
RXT New 0% to 0.04% $4.6M Q1→Q2
APLD New 0% to 0.03% $3.7M Q1→Q2
EVC New 0% to 0.03% $3.1M Q1→Q2
Copa New 0% to 0.03% $2.9M Q1→Q2
AKTS New 0% to 0.02% $2M Q1→Q2
BLLN New 0% to 0.02% $2M Q1→Q2
CDNL New 0% to 0.02% $2.9M Q1→Q2
FIVN New 0% to 0.02% $2.5M Q1→Q2
FPS New 0% to 0.02% $2.8M Q1→Q2
KN New 0% to 0.02% $2.4M Q1→Q2
MEC New 0% to 0.02% $2.3M Q1→Q2
NOVT New 0% to 0.02% $2.2M Q1→Q2
PTC New 0% to 0.02% $2M Q1→Q2
PENG New 0% to 0.02% $2.2M Q1→Q2
TVTX New 0% to 0.02% $1.9M Q1→Q2
WOLF New 0% to 0.02% $1.8M Q1→Q2
Alpha Tau Medical New 0% to 0.02% $2.8M Q1→Q2
ADEA New 0% to 0.01% $1.7M Q1→Q2
CVLG New 0% to 0.01% $1.4M Q1→Q2
GKOS New 0% to 0.01% $673K Q1→Q2
AIRJ New 0% to 0.01% $1.3M Q1→Q2
OSCR New 0% to 0.01% $1.1M Q1→Q2
RXO New 0% to 0.01% $1M Q1→Q2
RNG New 0% to 0.01% $1.6M Q1→Q2
SPCX New 0% to 0.01% $1.1M Q1→Q2
UAL New 0% to 0.01% $718K Q1→Q2
VOO New 0% to 0.01% $1M Q1→Q2
PRSU New 0% to 0.01% $1.1M Q1→Q2
WSC New 0% to 0.01% $988K Q1→Q2
XPO New 0% to 0.01% $697K Q1→Q2
BTDR New 0% to 0.01% $1.3M Q1→Q2
CYD New 0% to 0.01% $908K Q1→Q2
Churchill Cap Corpora… New 0% to 0.01% $796K Q1→Q2
NESR New 0% to 0.01% $1.1M Q1→Q2
Whitefiber New 0% to 0.01% $1M Q1→Q2
Camtek New 0% to 0.01% $671K Q1→Q2
URGN New 0% to 0.01% $1.1M Q1→Q2
Ermenegildo Zegna New 0% to 0.01% $1.4M Q1→Q2
AMD New 0% to <0.01% $242K Q1→Q2
AEIS New 0% to <0.01% $560K Q1→Q2
ALH New 0% to <0.01% $330K Q1→Q2
ARWR New 0% to <0.01% $539K Q1→Q2
AUR New 0% to <0.01% $222K Q1→Q2
BLZE New 0% to <0.01% $210K Q1→Q2
DSGX New 0% to <0.01% $484K Q1→Q2
EIKN New 0% to <0.01% $466K Q1→Q2
ETSY New 0% to <0.01% $224K Q1→Q2
FREL New 0% to <0.01% $254K Q1→Q2
FORM New 0% to <0.01% $574K Q1→Q2
BEN New 0% to <0.01% $458K Q1→Q2
ITRG New 0% to <0.01% $535K Q1→Q2
IOO New 0% to <0.01% $357K Q1→Q2
LSCC New 0% to <0.01% $532K Q1→Q2
LITE New 0% to <0.01% $209K Q1→Q2
HZO New 0% to <0.01% $247K Q1→Q2
MRCY New 0% to <0.01% $355K Q1→Q2
OOMA New 0% to <0.01% $404K Q1→Q2
PSTG New 0% to <0.01% $302K Q1→Q2
RBRK New 0% to <0.01% $498K Q1→Q2
SANM New 0% to <0.01% $224K Q1→Q2
TDUP New 0% to <0.01% $516K Q1→Q2
JAZZ New 0% to <0.01% $448K Q1→Q2
ROIV New 0% to <0.01% $306K Q1→Q2
INTU Exit 0.06% to 0% $8.6M Q1→Q2
Fastly Exit 0.05% to 0% $6.9M Q1→Q2
iShares Trust Exit 0.04% to 0% $5.4M Q1→Q2
iShares Exit 0.04% to 0% $5.2M Q1→Q2
MDT Exit 0.04% to 0% $5.3M Q1→Q2
PAYC Exit 0.03% to 0% $3.7M Q1→Q2
WGS Exit 0.03% to 0% $5M Q1→Q2
FIGR Exit 0.02% to 0% $3.6M Q1→Q2
KRMN Exit 0.02% to 0% $3.5M Q1→Q2
Corporacion Amer Arpts Exit 0.02% to 0% $2.7M Q1→Q2
ARLO Exit 0.01% to 0% $835K Q1→Q2
AX Exit 0.01% to 0% $1.4M Q1→Q2
BKSY Exit 0.01% to 0% $771K Q1→Q2
CELC Exit 0.01% to 0% $2M Q1→Q2
CPF Exit 0.01% to 0% $1M Q1→Q2
CRCL Exit 0.01% to 0% $1.3M Q1→Q2
DNLI Exit 0.01% to 0% $1.3M Q1→Q2
Esquire Financial Exit 0.01% to 0% $1.3M Q1→Q2
FIGS Exit 0.01% to 0% $1.8M Q1→Q2
Firefly Aerospace Exit 0.01% to 0% $726K Q1→Q2
FLR Exit 0.01% to 0% $980K Q1→Q2
HCI Exit 0.01% to 0% $944K Q1→Q2
Irsa Inversiones Y Rep Exit 0.01% to 0% $1.5M Q1→Q2
Ionq Exit 0.01% to 0% $1.2M Q1→Q2
Iradimed Exit 0.01% to 0% $2M Q1→Q2
SGOV Exit 0.01% to 0% $1.1M Q1→Q2
Ivanhoe Electric Exit 0.01% to 0% $1.1M Q1→Q2
Kontoor Brands Exit 0.01% to 0% $927K Q1→Q2
KTOS Exit 0.01% to 0% $2.1M Q1→Q2
NUVL Exit 0.01% to 0% $1.3M Q1→Q2
METC Exit 0.01% to 0% $1.8M Q1→Q2
SHAK Exit 0.01% to 0% $1.7M Q1→Q2
SION Exit 0.01% to 0% $1.1M Q1→Q2
STRL Exit 0.01% to 0% $1M Q1→Q2
LRN Exit 0.01% to 0% $932K Q1→Q2
TMDX Exit 0.01% to 0% $738K Q1→Q2
WINA Exit 0.01% to 0% $976K Q1→Q2
XMTR Exit 0.01% to 0% $1M Q1→Q2
Cantor Equity Partner… Exit 0.01% to 0% $902K Q1→Q2
ANIP Exit <0.01% to 0% $493K Q1→Q2
AA Exit <0.01% to 0% $330K Q1→Q2
ANRO Exit <0.01% to 0% $373K Q1→Q2
ANNX Exit <0.01% to 0% $389K Q1→Q2
ASND Exit <0.01% to 0% $414K Q1→Q2
BETR Exit <0.01% to 0% $568K Q1→Q2
VTOL Exit <0.01% to 0% $351K Q1→Q2
CEPU Exit <0.01% to 0% $372K Q1→Q2
CCO Exit <0.01% to 0% $414K Q1→Q2
GPGI Exit <0.01% to 0% $571K Q1→Q2
DAVE Exit <0.01% to 0% $674K Q1→Q2
DLX Exit <0.01% to 0% $390K Q1→Q2
FSLR Exit <0.01% to 0% $252K Q1→Q2
IT Exit <0.01% to 0% $245K Q1→Q2
Grupo Financiero Gali… Exit <0.01% to 0% $205K Q1→Q2
HDB Exit <0.01% to 0% $595K Q1→Q2
LMND Exit <0.01% to 0% $515K Q1→Q2
MTW Exit <0.01% to 0% $465K Q1→Q2
MIR Exit <0.01% to 0% $463K Q1→Q2
Nautilus Biotechnology Exit <0.01% to 0% $157K Q1→Q2
SMR Exit <0.01% to 0% $230K Q1→Q2
OFRM Exit <0.01% to 0% $664K Q1→Q2
Opendoor Technologies Exit <0.01% to 0% $82K Q1→Q2
Orion Group Exit <0.01% to 0% $537K Q1→Q2
Phibro Animal Health Exit <0.01% to 0% $375K Q1→Q2
Ses AI Exit <0.01% to 0% $308K Q1→Q2
BIL Exit <0.01% to 0% $209K Q1→Q2
CRM Exit <0.01% to 0% $227K Q1→Q2
QXO Exit <0.01% to 0% $208K Q1→Q2
SKYT Exit <0.01% to 0% $349K Q1→Q2
Thermon Group Exit <0.01% to 0% $477K Q1→Q2
TSM Add 0.41% to 2.1% +186.9% sh Q1→Q2
IWF Add 1.2% to 0.66% +50.8% sh Q1→Q2
WULF Add 0.01% to 0.12% +429.4% sh Q1→Q2
DOCN Add 0.06% to 0.14% +5.3% sh Q1→Q2
FROG Add 0.01% to 0.07% +360.1% sh Q1→Q2
CCJ Add 0.02% to 0.06% +241.3% sh Q1→Q2
FTK Add <0.01% to 0.04% +607.3% sh Q1→Q2
LPTH Add 0.01% to 0.04% +297.8% sh Q1→Q2
LASR Add 0.04% to 0.08% +48.6% sh Q1→Q2
REAL Add 0.01% to 0.05% +123.8% sh Q1→Q2
TWST Add 0.01% to 0.05% +130.1% sh Q1→Q2
VECO Add <0.01% to 0.03% +301.7% sh Q1→Q2
VICR Add 0.02% to 0.05% +7.4% sh Q1→Q2
VPG Add 0.01% to 0.04% +35.0% sh Q1→Q2
AIR Add 0.01% to 0.03% +45.4% sh Q1→Q2
AAOI Add 0.01% to 0.02% +29.2% sh Q1→Q2
BKD Add 0.04% to 0.06% +7.3% sh Q1→Q2
BFLY Add 0.01% to 0.03% +18.3% sh Q1→Q2
CALY Add 0.01% to 0.02% +107.3% sh Q1→Q2
PURR Add <0.01% to 0.02% +448.8% sh Q1→Q2
LTH Add 0.01% to 0.03% +89.5% sh Q1→Q2
LIND Add 0.01% to 0.03% +12.5% sh Q1→Q2
LFUS Add 0.01% to 0.03% +41.5% sh Q1→Q2
MOD Add 0.04% to 0.07% +1.0% sh Q1→Q2
SMTC Add <0.01% to 0.02% +103.8% sh Q1→Q2
TSHA Add 0.01% to 0.03% +53.0% sh Q1→Q2
AXTI Add 0.02% to 0.03% +6.8% sh Q1→Q2
AZZ Add 0.01% to 0.02% +20.3% sh Q1→Q2
AMPX Add 0.05% to 0.06% +10.3% sh Q1→Q2
ASTE Add 0.02% to 0.03% +26.7% sh Q1→Q2
AXSM Add <0.01% to 0.01% +111.2% sh Q1→Q2
CVNA Add 0.02% to 0.02% +410.4% sh Q1→Q2
CAKE Add 0.01% to 0.02% +34.1% sh Q1→Q2
CW Add 0.01% to 0.01% +74.9% sh Q1→Q2
DNTH Add <0.01% to 0.01% +126.6% sh Q1→Q2
LOCO Add <0.01% to 0.01% +253.5% sh Q1→Q2
ETON Add 0.01% to 0.01% +50.6% sh Q1→Q2
ACWX Add 0.01% to 0.02% +8.1% sh Q1→Q2
MTSI Add <0.01% to 0.01% +92.7% sh Q1→Q2
MAMA Add 0.01% to 0.02% +53.6% sh Q1→Q2
MIRM Add 0.01% to 0.02% +1.8% sh Q1→Q2
OUT Add 0.01% to 0.02% +17.4% sh Q1→Q2
POWL Add 0.07% to 0.07% +66.9% sh Q1→Q2
SPY Add 0.02% to 0.03% +6.9% sh Q1→Q2
SRRK Add 0.02% to 0.02% +0.3% sh Q1→Q2
TSLA Add 0.02% to 0.03% +21.8% sh Q1→Q2
TWLO Add <0.01% to 0.01% +105.8% sh Q1→Q2
VELO Add <0.01% to 0.01% +21.1% sh Q1→Q2
VUG Add 0.05% to 0.05% +356.6% sh Q1→Q2
WT Add 0.01% to 0.02% +36.7% sh Q1→Q2
JOBY Add 0.02% to 0.03% +12.7% sh Q1→Q2
ASPI Add <0.01% to 0.01% +21.6% sh Q1→Q2
AFRM Add <0.01% to 0.01% +88.1% sh Q1→Q2
ERJ Add <0.01% to 0.01% +60.9% sh Q1→Q2
GRBK Add 0.01% to 0.01% +15.6% sh Q1→Q2
MITK Add <0.01% to 0.01% +34.3% sh Q1→Q2
MLI Add <0.01% to <0.01% +86.8% sh Q1→Q2
NTRA Add <0.01% to <0.01% +28.2% sh Q1→Q2
TLN Add <0.01% to <0.01% +116.0% sh Q1→Q2
VXUS Add 0.01% to 0.01% +17.0% sh Q1→Q2
VIST Add <0.01% to <0.01% +163.9% sh Q1→Q2
FN Add 0.01% to 0.01% +8.1% sh Q1→Q2
SN Add <0.01% to 0.01% +66.4% sh Q1→Q2
ZTS Reduce 3.5% to 0.20% −92.4% sh Q1→Q2
AON Reduce 3.0% to 0.47% −87.9% sh Q1→Q2
NVDA Reduce 5.0% to 6.9% −3.1% sh Q1→Q2
ACN Reduce 1.9% to 0.16% −88.7% sh Q1→Q2
SNPS Reduce 1.8% to 0.16% −93.9% sh Q1→Q2
LRCX Reduce 1.6% to 3.2% −18.5% sh Q1→Q2
CSGP Reduce 3.5% to 2.1% −30.3% sh Q1→Q2
UBER Reduce 1.5% to 0.35% −80.5% sh Q1→Q2
LLY Reduce 5.8% to 6.9% −27.1% sh Q1→Q2
GOOG Reduce 5.9% to 6.6% −26.5% sh Q1→Q2
NOW Reduce 5.3% to 4.6% −26.1% sh Q1→Q2
SHOP Reduce 5.2% to 4.5% −27.4% sh Q1→Q2
AVGO Reduce 5.8% to 6.4% −27.3% sh Q1→Q2
ORCL Reduce 5.1% to 4.5% −28.9% sh Q1→Q2
MSFT Reduce 7.3% to 6.7% −26.3% sh Q1→Q2
ISRG Reduce 1.9% to 1.5% −26.2% sh Q1→Q2
META Reduce 1.9% to 1.6% −30.9% sh Q1→Q2
IDXX Reduce 2.7% to 2.4% −23.5% sh Q1→Q2
MA Reduce 5.3% to 5.1% −25.9% sh Q1→Q2
BSX Reduce 0.25% to <0.01% −99.2% sh Q1→Q2
MSCI Reduce 3.5% to 3.2% −27.7% sh Q1→Q2
ROL Reduce 0.80% to 0.57% −26.9% sh Q1→Q2
V Reduce 5.1% to 5.3% −26.2% sh Q1→Q2
AMZN Reduce 5.6% to 5.8% −27.9% sh Q1→Q2
ACWI Reduce 0.29% to 0.16% −60.7% sh Q1→Q2
ASML Reduce 0.15% to 0.26% −4.0% sh Q1→Q2
ABNB Reduce 2.0% to 2.0% −27.4% sh Q1→Q2
CECO Reduce 0.06% to 0.11% −3.7% sh Q1→Q2
BE Reduce 0.06% to 0.11% −39.3% sh Q1→Q2
SAP Reduce 0.08% to 0.04% −56.8% sh Q1→Q2
SPOT Reduce 0.36% to 0.32% −24.1% sh Q1→Q2
AEHR Reduce 0.02% to 0.05% −16.7% sh Q1→Q2
GOOGL Reduce 0.06% to 0.09% −1.4% sh Q1→Q2
BELFB Reduce 0.06% to 0.09% −24.2% sh Q1→Q2
MELI Reduce 0.41% to 0.38% −24.7% sh Q1→Q2
NU Reduce 0.12% to 0.09% −38.2% sh Q1→Q2
BBIO Reduce 0.02% to <0.01% −91.3% sh Q1→Q2
GH Reduce 0.02% to 0.04% −1.0% sh Q1→Q2
SPHR Reduce 0.04% to 0.06% −20.2% sh Q1→Q2
SITM Reduce 0.02% to 0.04% −21.8% sh Q1→Q2
SEI Reduce 0.03% to 0.06% −4.0% sh Q1→Q2
W Reduce 0.02% to <0.01% −93.2% sh Q1→Q2
ABT Reduce 0.01% to <0.01% −79.1% sh Q1→Q2
ADPT Reduce 0.01% to 0.02% −11.7% sh Q1→Q2
ADBE Reduce 0.02% to 0.01% −36.1% sh Q1→Q2
ATRO Reduce 0.02% to 0.03% −7.1% sh Q1→Q2
BWXT Reduce 0.05% to 0.06% −3.0% sh Q1→Q2
YOU Reduce 0.05% to 0.06% −9.7% sh Q1→Q2
GHC Reduce 0.01% to 0.02% −11.0% sh Q1→Q2
IESC Reduce 0.04% to 0.05% −39.1% sh Q1→Q2
IBN Reduce 0.02% to 0.01% −67.7% sh Q1→Q2
NFLX Reduce 0.06% to 0.04% −18.2% sh Q1→Q2
OPY Reduce 0.02% to 0.02% −0.4% sh Q1→Q2
PLPC Reduce 0.01% to 0.02% −6.3% sh Q1→Q2
PTGX Reduce 0.02% to 0.02% −6.9% sh Q1→Q2
PRLB Reduce 0.01% to 0.02% −6.9% sh Q1→Q2
RKLB Reduce 0.01% to 0.02% −3.4% sh Q1→Q2
SBUX Reduce 3.1% to 3.1% −29.8% sh Q1→Q2
VSEC Reduce 0.05% to 0.06% −29.0% sh Q1→Q2
AZN Reduce 0.04% to 0.03% −28.5% sh Q1→Q2
Dlocal Reduce 0.04% to 0.05% −0.6% sh Q1→Q2
ESTA Reduce 0.01% to 0.02% −7.3% sh Q1→Q2
WTW Reduce 0.04% to 0.03% −33.8% sh Q1→Q2
TIGO Reduce 0.02% to 0.03% −6.9% sh Q1→Q2
ADTN Reduce 0.01% to 0.01% −7.1% sh Q1→Q2
APEI Reduce 0.01% to 0.01% −1.1% sh Q1→Q2
AAPL Reduce 0.01% to 0.01% −28.6% sh Q1→Q2
AGX Reduce 0.07% to 0.07% −43.2% sh Q1→Q2
BW Reduce 0.03% to 0.03% −8.1% sh Q1→Q2
CRS Reduce 0.03% to 0.04% −45.7% sh Q1→Q2
ROAD Reduce 0.02% to 0.02% −15.3% sh Q1→Q2
ERO Reduce 0.01% to 0.01% −10.8% sh Q1→Q2
CATH Reduce 0.01% to 0.01% −37.1% sh Q1→Q2
OPLN Reduce 0.01% to 0.01% −7.2% sh Q1→Q2
KOD Reduce 0.01% to 0.01% −14.2% sh Q1→Q2
MLKN Reduce <0.01% to <0.01% −52.6% sh Q1→Q2
NXE Reduce 0.01% to 0.01% −46.7% sh Q1→Q2
PL Reduce 0.04% to 0.04% −30.2% sh Q1→Q2
PRAX Reduce 0.02% to 0.02% −27.8% sh Q1→Q2
RHLD Reduce 0.02% to 0.01% −16.1% sh Q1→Q2
SNDK Reduce <0.01% to <0.01% −57.4% sh Q1→Q2
SE Reduce 0.02% to 0.02% −29.7% sh Q1→Q2
SOFI Reduce 0.01% to 0.01% −36.5% sh Q1→Q2
TME Reduce 0.03% to 0.03% −0.8% sh Q1→Q2
VCTR Reduce 0.02% to 0.02% −29.2% sh Q1→Q2
FTAI Reduce <0.01% to <0.01% −20.3% sh Q1→Q2
FTI Reduce 0.02% to 0.01% −35.4% sh Q1→Q2
ONON Reduce 0.02% to 0.02% −33.3% sh Q1→Q2