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KTOS position history

The shares of Kratos Defense & Sec Solutio (KTOS) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 34,531 shares, $1.6M, <0.01% of portfolio, New
  2. 2025 Q3: 23,719 shares, $2.2M, <0.01% of portfolio, Reduce −31.3%
  3. 2025 Q4: 19,697 shares, $1.5M, <0.01% of portfolio, Reduce −17.0%
  4. 2026 Q1: 29,265 shares, $2.1M, 0.01% of portfolio, Add +48.6%
  5. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders