Follow-The-Filings

Manager activity

POLEN CAPITAL MANAGEMENT LLC

2026 Q2 vs 2026 Q1 · filed 4 Aug · all filings · sitewide activity

New 68
Add 63
Reduce 88
Exit 70

289 shown

ticker action Δ port detail period
GE New +2.22 pp opened 2.2% Q1→Q2
GEV New +1.99 pp opened 2.0% Q1→Q2
ATI New +1.39 pp opened 1.4% Q1→Q2
HWM New +1.06 pp opened 1.1% Q1→Q2
EME New +0.74 pp opened 0.74% Q1→Q2
RXT New +0.04 pp opened 0.04% Q1→Q2
APLD New +0.03 pp opened 0.03% Q1→Q2
EVC New +0.03 pp opened 0.03% Q1→Q2
Copa SA New +0.03 pp opened 0.03% Q1→Q2
AKTS New +0.02 pp opened 0.02% Q1→Q2
BLLN New +0.02 pp opened 0.02% Q1→Q2
CDNL New +0.02 pp opened 0.02% Q1→Q2
FIVN New +0.02 pp opened 0.02% Q1→Q2
FPS New +0.02 pp opened 0.02% Q1→Q2
KN New +0.02 pp opened 0.02% Q1→Q2
MEC New +0.02 pp opened 0.02% Q1→Q2
NOVT New +0.02 pp opened 0.02% Q1→Q2
PTC New +0.02 pp opened 0.02% Q1→Q2
PENG New +0.02 pp opened 0.02% Q1→Q2
TVTX New +0.02 pp opened 0.02% Q1→Q2
WOLF New +0.02 pp opened 0.02% Q1→Q2
Alpha Tau New +0.02 pp opened 0.02% Q1→Q2
ADEA New +0.01 pp opened 0.01% Q1→Q2
CVLG New +0.01 pp opened 0.01% Q1→Q2
GKOS New +0.01 pp opened 0.01% Q1→Q2
AIRJ New +0.01 pp opened 0.01% Q1→Q2
OSCR New +0.01 pp opened 0.01% Q1→Q2
RXO New +0.01 pp opened 0.01% Q1→Q2
RNG New +0.01 pp opened 0.01% Q1→Q2
SPCX New +0.01 pp opened 0.01% Q1→Q2
UAL New +0.01 pp opened 0.01% Q1→Q2
VOO New +0.01 pp opened 0.01% Q1→Q2
PRSU New +0.01 pp opened 0.01% Q1→Q2
WSC New +0.01 pp opened 0.01% Q1→Q2
XPO New +0.01 pp opened 0.01% Q1→Q2
BTDR New +0.01 pp opened 0.01% Q1→Q2
CYD New +0.01 pp opened 0.01% Q1→Q2
Churchill Cap New +0.01 pp opened 0.01% Q1→Q2
NESR New +0.01 pp opened 0.01% Q1→Q2
Whitefiber New +0.01 pp opened 0.01% Q1→Q2
Camtek New +0.01 pp opened 0.01% Q1→Q2
URGN New +0.01 pp opened 0.01% Q1→Q2
Ermenegildo Zegna New +0.01 pp opened 0.01% Q1→Q2
AMD New 0.00 pp opened <0.01% Q1→Q2
AEIS New 0.00 pp opened <0.01% Q1→Q2
ALH New 0.00 pp opened <0.01% Q1→Q2
ARWR New 0.00 pp opened <0.01% Q1→Q2
AUR New 0.00 pp opened <0.01% Q1→Q2
BLZE New 0.00 pp opened <0.01% Q1→Q2
DSGX New 0.00 pp opened <0.01% Q1→Q2
EIKN New 0.00 pp opened <0.01% Q1→Q2
ETSY New 0.00 pp opened <0.01% Q1→Q2
FREL New 0.00 pp opened <0.01% Q1→Q2
FORM New 0.00 pp opened <0.01% Q1→Q2
BEN New 0.00 pp opened <0.01% Q1→Q2
ITRG New 0.00 pp opened <0.01% Q1→Q2
IOO New 0.00 pp opened <0.01% Q1→Q2
LSCC New 0.00 pp opened <0.01% Q1→Q2
LITE New 0.00 pp opened <0.01% Q1→Q2
HZO New 0.00 pp opened <0.01% Q1→Q2
MRCY New 0.00 pp opened <0.01% Q1→Q2
OOMA New 0.00 pp opened <0.01% Q1→Q2
PSTG New 0.00 pp opened <0.01% Q1→Q2
RBRK New 0.00 pp opened <0.01% Q1→Q2
SANM New 0.00 pp opened <0.01% Q1→Q2
TDUP New 0.00 pp opened <0.01% Q1→Q2
JAZZ New 0.00 pp opened <0.01% Q1→Q2
ROIV New 0.00 pp opened <0.01% Q1→Q2
INTU Exit −0.06 pp was 0.06% Q1→Q2
Fastly Exit −0.05 pp was 0.05% Q1→Q2
Ishares Tr Exit −0.04 pp was 0.04% Q1→Q2
Ishares Exit −0.04 pp was 0.04% Q1→Q2
MDT Exit −0.04 pp was 0.04% Q1→Q2
PAYC Exit −0.03 pp was 0.03% Q1→Q2
WGS Exit −0.03 pp was 0.03% Q1→Q2
FIGR Exit −0.02 pp was 0.02% Q1→Q2
KRMN Exit −0.02 pp was 0.02% Q1→Q2
Corporacion Amer Exit −0.02 pp was 0.02% Q1→Q2
ARLO Exit −0.01 pp was 0.01% Q1→Q2
AX Exit −0.01 pp was 0.01% Q1→Q2
BKSY Exit −0.01 pp was 0.01% Q1→Q2
CELC Exit −0.01 pp was 0.01% Q1→Q2
CPF Exit −0.01 pp was 0.01% Q1→Q2
CRCL Exit −0.01 pp was 0.01% Q1→Q2
DNLI Exit −0.01 pp was 0.01% Q1→Q2
Esquire Finl Exit −0.01 pp was 0.01% Q1→Q2
FIGS Exit −0.01 pp was 0.01% Q1→Q2
Firefly Aerospace Exit −0.01 pp was 0.01% Q1→Q2
FLR Exit −0.01 pp was 0.01% Q1→Q2
HCI Exit −0.01 pp was 0.01% Q1→Q2
Irsa Inversiones Exit −0.01 pp was 0.01% Q1→Q2
Ionq Exit −0.01 pp was 0.01% Q1→Q2
Iradimed Exit −0.01 pp was 0.01% Q1→Q2
SGOV Exit −0.01 pp was 0.01% Q1→Q2
Ivanhoe Electric Exit −0.01 pp was 0.01% Q1→Q2
Kontoor Brands Exit −0.01 pp was 0.01% Q1→Q2
KTOS Exit −0.01 pp was 0.01% Q1→Q2
NUVL Exit −0.01 pp was 0.01% Q1→Q2
METC Exit −0.01 pp was 0.01% Q1→Q2
SHAK Exit −0.01 pp was 0.01% Q1→Q2
SION Exit −0.01 pp was 0.01% Q1→Q2
STRL Exit −0.01 pp was 0.01% Q1→Q2
LRN Exit −0.01 pp was 0.01% Q1→Q2
TMDX Exit −0.01 pp was 0.01% Q1→Q2
WINA Exit −0.01 pp was 0.01% Q1→Q2
XMTR Exit −0.01 pp was 0.01% Q1→Q2
Cantor Equity Exit −0.01 pp was 0.01% Q1→Q2
ANIP Exit 0.00 pp was <0.01% Q1→Q2
AA Exit 0.00 pp was <0.01% Q1→Q2
ANRO Exit 0.00 pp was <0.01% Q1→Q2
ANNX Exit 0.00 pp was <0.01% Q1→Q2
ASND Exit 0.00 pp was <0.01% Q1→Q2
BETR Exit 0.00 pp was <0.01% Q1→Q2
VTOL Exit 0.00 pp was <0.01% Q1→Q2
CEPU Exit 0.00 pp was <0.01% Q1→Q2
CCO Exit 0.00 pp was <0.01% Q1→Q2
GPGI Exit 0.00 pp was <0.01% Q1→Q2
DAVE Exit 0.00 pp was <0.01% Q1→Q2
DLX Exit 0.00 pp was <0.01% Q1→Q2
FSLR Exit 0.00 pp was <0.01% Q1→Q2
IT Exit 0.00 pp was <0.01% Q1→Q2
Grupo Financiero Exit 0.00 pp was <0.01% Q1→Q2
HDB Exit 0.00 pp was <0.01% Q1→Q2
LMND Exit 0.00 pp was <0.01% Q1→Q2
MTW Exit 0.00 pp was <0.01% Q1→Q2
MIR Exit 0.00 pp was <0.01% Q1→Q2
Nautilus Biotechnology Exit 0.00 pp was <0.01% Q1→Q2
SMR Exit 0.00 pp was <0.01% Q1→Q2
OFRM Exit 0.00 pp was <0.01% Q1→Q2
Opendoor Exit 0.00 pp was <0.01% Q1→Q2
Orion Exit 0.00 pp was <0.01% Q1→Q2
Phibro Animal Exit 0.00 pp was <0.01% Q1→Q2
Ses Ai Exit 0.00 pp was <0.01% Q1→Q2
BIL Exit 0.00 pp was <0.01% Q1→Q2
CRM Exit 0.00 pp was <0.01% Q1→Q2
QXO Exit 0.00 pp was <0.01% Q1→Q2
SKYT Exit 0.00 pp was <0.01% Q1→Q2
Thermon Exit 0.00 pp was <0.01% Q1→Q2
TSM Add +1.65 pp +186.9% sh Q1→Q2
IWF Add −0.54 pp +50.8% sh Q1→Q2
WULF Add +0.11 pp +429.4% sh Q1→Q2
DOCN Add +0.08 pp +5.3% sh Q1→Q2
FROG Add +0.07 pp +360.1% sh Q1→Q2
CCJ Add +0.05 pp +241.3% sh Q1→Q2
FTK Add +0.04 pp +607.3% sh Q1→Q2
LPTH Add +0.04 pp +297.8% sh Q1→Q2
LASR Add +0.04 pp +48.6% sh Q1→Q2
REAL Add +0.04 pp +123.8% sh Q1→Q2
TWST Add +0.04 pp +130.1% sh Q1→Q2
VECO Add +0.03 pp +301.7% sh Q1→Q2
VICR Add +0.03 pp +7.4% sh Q1→Q2
VPG Add +0.03 pp +35.0% sh Q1→Q2
AIR Add +0.02 pp +45.4% sh Q1→Q2
AAOI Add +0.02 pp +29.2% sh Q1→Q2
BKD Add +0.02 pp +7.3% sh Q1→Q2
BFLY Add +0.02 pp +18.3% sh Q1→Q2
CALY Add +0.02 pp +107.3% sh Q1→Q2
PURR Add +0.02 pp +448.8% sh Q1→Q2
LTH Add +0.02 pp +89.5% sh Q1→Q2
LIND Add +0.02 pp +12.5% sh Q1→Q2
LFUS Add +0.02 pp +41.5% sh Q1→Q2
MOD Add +0.02 pp +1.0% sh Q1→Q2
SMTC Add +0.02 pp +103.8% sh Q1→Q2
TSHA Add +0.02 pp +53.0% sh Q1→Q2
AXTI Add +0.01 pp +6.8% sh Q1→Q2
AZZ Add +0.01 pp +20.3% sh Q1→Q2
AMPX Add +0.01 pp +10.3% sh Q1→Q2
ASTE Add +0.01 pp +26.7% sh Q1→Q2
AXSM Add +0.01 pp +111.2% sh Q1→Q2
CVNA Add +0.01 pp +410.4% sh Q1→Q2
CAKE Add +0.01 pp +34.1% sh Q1→Q2
CW Add +0.01 pp +74.9% sh Q1→Q2
DNTH Add +0.01 pp +126.6% sh Q1→Q2
LOCO Add +0.01 pp +253.5% sh Q1→Q2
ETON Add +0.01 pp +50.6% sh Q1→Q2
ACWX Add +0.01 pp +8.1% sh Q1→Q2
MTSI Add +0.01 pp +92.7% sh Q1→Q2
MAMA Add +0.01 pp +53.6% sh Q1→Q2
MIRM Add +0.01 pp +1.8% sh Q1→Q2
OUT Add +0.01 pp +17.4% sh Q1→Q2
POWL Add +0.01 pp +66.9% sh Q1→Q2
SPY Add +0.01 pp +6.9% sh Q1→Q2
SRRK Add +0.01 pp +0.3% sh Q1→Q2
TSLA Add +0.01 pp +21.8% sh Q1→Q2
TWLO Add +0.01 pp +105.8% sh Q1→Q2
VELO Add +0.01 pp +21.1% sh Q1→Q2
VUG Add +0.01 pp +356.6% sh Q1→Q2
WT Add +0.01 pp +36.7% sh Q1→Q2
JOBY Add +0.01 pp +12.7% sh Q1→Q2
ASPI Add 0.00 pp +21.6% sh Q1→Q2
AFRM Add 0.00 pp +88.1% sh Q1→Q2
ERJ Add 0.00 pp +60.9% sh Q1→Q2
GRBK Add 0.00 pp +15.6% sh Q1→Q2
MITK Add 0.00 pp +34.3% sh Q1→Q2
MLI Add 0.00 pp +86.8% sh Q1→Q2
NTRA Add 0.00 pp +28.2% sh Q1→Q2
TLN Add 0.00 pp +116.0% sh Q1→Q2
VXUS Add 0.00 pp +17.0% sh Q1→Q2
VIST Add 0.00 pp +163.9% sh Q1→Q2
FN Add 0.00 pp +8.1% sh Q1→Q2
SN Add 0.00 pp +66.4% sh Q1→Q2
ZTS Reduce −3.25 pp −92.4% sh Q1→Q2
AON Reduce −2.55 pp −87.9% sh Q1→Q2
NVDA Reduce +1.90 pp −3.1% sh Q1→Q2
ACN Reduce −1.69 pp −88.7% sh Q1→Q2
SNPS Reduce −1.68 pp −93.9% sh Q1→Q2
LRCX Reduce +1.65 pp −18.5% sh Q1→Q2
CSGP Reduce −1.37 pp −30.3% sh Q1→Q2
UBER Reduce −1.10 pp −80.5% sh Q1→Q2
LLY Reduce +1.07 pp −27.1% sh Q1→Q2
GOOG Reduce +0.74 pp −26.5% sh Q1→Q2
NOW Reduce −0.67 pp −26.1% sh Q1→Q2
SHOP Reduce −0.67 pp −27.4% sh Q1→Q2
AVGO Reduce +0.60 pp −27.3% sh Q1→Q2
ORCL Reduce −0.60 pp −28.9% sh Q1→Q2
MSFT Reduce −0.55 pp −26.3% sh Q1→Q2
ISRG Reduce −0.40 pp −26.2% sh Q1→Q2
META Reduce −0.29 pp −30.9% sh Q1→Q2
IDXX Reduce −0.29 pp −23.5% sh Q1→Q2
MA Reduce −0.28 pp −25.9% sh Q1→Q2
BSX Reduce −0.25 pp −99.2% sh Q1→Q2
MSCI Reduce −0.23 pp −27.7% sh Q1→Q2
ROL Reduce −0.23 pp −26.9% sh Q1→Q2
V Reduce +0.22 pp −26.2% sh Q1→Q2
AMZN Reduce +0.15 pp −27.9% sh Q1→Q2
ACWI Reduce −0.13 pp −60.7% sh Q1→Q2
ASML Reduce +0.12 pp −4.0% sh Q1→Q2
ABNB Reduce +0.05 pp −27.4% sh Q1→Q2
CECO Reduce +0.05 pp −3.7% sh Q1→Q2
BE Reduce +0.04 pp −39.3% sh Q1→Q2
SAP Reduce −0.04 pp −56.8% sh Q1→Q2
SPOT Reduce −0.04 pp −24.1% sh Q1→Q2
AEHR Reduce +0.03 pp −16.7% sh Q1→Q2
GOOGL Reduce +0.03 pp −1.4% sh Q1→Q2
BELFB Reduce +0.03 pp −24.2% sh Q1→Q2
MELI Reduce −0.03 pp −24.7% sh Q1→Q2
NU Reduce −0.03 pp −38.2% sh Q1→Q2
BBIO Reduce −0.02 pp −91.3% sh Q1→Q2
GH Reduce +0.02 pp −1.0% sh Q1→Q2
SPHR Reduce +0.02 pp −20.2% sh Q1→Q2
SITM Reduce +0.02 pp −21.8% sh Q1→Q2
SEI Reduce +0.02 pp −4.0% sh Q1→Q2
W Reduce −0.02 pp −93.2% sh Q1→Q2
ABT Reduce −0.01 pp −79.1% sh Q1→Q2
ADPT Reduce +0.01 pp −11.7% sh Q1→Q2
ADBE Reduce −0.01 pp −36.1% sh Q1→Q2
ATRO Reduce +0.01 pp −7.1% sh Q1→Q2
BWXT Reduce +0.01 pp −3.0% sh Q1→Q2
YOU Reduce +0.01 pp −9.7% sh Q1→Q2
GHC Reduce +0.01 pp −11.0% sh Q1→Q2
IESC Reduce +0.01 pp −39.1% sh Q1→Q2
IBN Reduce −0.01 pp −67.7% sh Q1→Q2
NFLX Reduce −0.01 pp −18.2% sh Q1→Q2
OPY Reduce +0.01 pp −0.4% sh Q1→Q2
PLPC Reduce +0.01 pp −6.3% sh Q1→Q2
PTGX Reduce +0.01 pp −6.9% sh Q1→Q2
PRLB Reduce +0.01 pp −6.9% sh Q1→Q2
RKLB Reduce +0.01 pp −3.4% sh Q1→Q2
SBUX Reduce −0.01 pp −29.8% sh Q1→Q2
VSEC Reduce +0.01 pp −29.0% sh Q1→Q2
AZN Reduce −0.01 pp −28.5% sh Q1→Q2
Dlocal Reduce +0.01 pp −0.6% sh Q1→Q2
ESTA Reduce +0.01 pp −7.3% sh Q1→Q2
WTW Reduce −0.01 pp −33.8% sh Q1→Q2
TIGO Reduce +0.01 pp −6.9% sh Q1→Q2
ADTN Reduce 0.00 pp −7.1% sh Q1→Q2
APEI Reduce 0.00 pp −1.1% sh Q1→Q2
AAPL Reduce 0.00 pp −28.6% sh Q1→Q2
AGX Reduce 0.00 pp −43.2% sh Q1→Q2
BW Reduce 0.00 pp −8.1% sh Q1→Q2
CRS Reduce 0.00 pp −45.7% sh Q1→Q2
ROAD Reduce 0.00 pp −15.3% sh Q1→Q2
ERO Reduce 0.00 pp −10.8% sh Q1→Q2
CATH Reduce 0.00 pp −37.1% sh Q1→Q2
OPLN Reduce 0.00 pp −7.2% sh Q1→Q2
KOD Reduce 0.00 pp −14.2% sh Q1→Q2
MLKN Reduce 0.00 pp −52.6% sh Q1→Q2
NXE Reduce 0.00 pp −46.7% sh Q1→Q2
PL Reduce 0.00 pp −30.2% sh Q1→Q2
PRAX Reduce 0.00 pp −27.8% sh Q1→Q2
RHLD Reduce 0.00 pp −16.1% sh Q1→Q2
SNDK Reduce 0.00 pp −57.4% sh Q1→Q2
SE Reduce 0.00 pp −29.7% sh Q1→Q2
SOFI Reduce 0.00 pp −36.5% sh Q1→Q2
TME Reduce 0.00 pp −0.8% sh Q1→Q2
VCTR Reduce 0.00 pp −29.2% sh Q1→Q2
FTAI Reduce 0.00 pp −20.3% sh Q1→Q2
FTI Reduce 0.00 pp −35.4% sh Q1→Q2
ONON Reduce 0.00 pp −33.3% sh Q1→Q2