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SEI position history

The shares of Solaris Energy Infras (SEI) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q4: 28,597 shares, $1.3M, <0.01% of portfolio, New
  2. 2026 Q1: 83,675 shares, $4.7M, 0.03% of portfolio, Add +192.6%
  3. 2026 Q2: 80,324 shares, $6.5M, 0.06% of portfolio, Reduce −4.0%
Holdings date Value % of holdings Shares Filing date All 13F holders