Polen Capital Management
Latest statistics and disclosures from Polen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOG, LLY, AVGO, AMZN, and represent 30.34% of Polen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CSGP (+$310M), META (+$273M), LRCX (+$225M), NOW (+$166M), ROL (+$116M), SPOT (+$17M), DOCN (+$8.3M), FSLY (+$6.9M), ASML (+$6.4M), MCHI (+$5.4M).
- Started 69 new stock positions in SMTC, PURR, LOCO, ANNX, MLKN, DLX, OUT, SN, SITM, WT.
- Reduced shares in these 10 stocks: AMZN (-$991M), ABT (-$405M), MSFT (-$394M), ADBE (-$324M), ORCL (-$318M), GOOG (-$307M), LLY (-$305M), MA (-$295M), V (-$281M), AVGO (-$258M).
- Sold out of its positions in ADT, ABCL, AYI, AVAV, ATEC, AMSC, APPN, AWI, ADSK, ADP.
- Polen Capital Management was a net seller of stock by $-5.3B.
- Polen Capital Management has $15B in assets under management (AUM), dropping by -38.28%.
- Central Index Key (CIK): 0001034524
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Portfolio Holdings for Polen Capital Management
Polen Capital Management holds 221 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.3 | $1.1B | -27% | 2.8M | 370.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $845M | -26% | 2.9M | 286.86 |
|
| Eli Lilly & Co. (LLY) | 5.8 | $841M | -26% | 915k | 919.77 |
|
| Broadcom (AVGO) | 5.8 | $835M | -23% | 2.7M | 309.51 |
|
| Amazon (AMZN) | 5.6 | $812M | -54% | 3.9M | 208.27 |
|
| Mastercard Incorporated Cl A (MA) | 5.3 | $770M | -27% | 1.5M | 499.66 |
|
| Servicenow (NOW) | 5.3 | $760M | +27% | 7.3M | 104.55 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 5.2 | $748M | -12% | 6.3M | 118.62 |
|
| Visa Com Cl A (V) | 5.1 | $739M | -27% | 2.4M | 302.24 |
|
| Oracle Corporation (ORCL) | 5.1 | $739M | -30% | 5.0M | 147.11 |
|
| NVIDIA Corporation (NVDA) | 5.0 | $716M | -22% | 4.1M | 174.40 |
|
| CoStar (CSGP) | 3.5 | $507M | +157% | 13M | 40.34 |
|
| Msci (MSCI) | 3.5 | $501M | -30% | 930k | 539.01 |
|
| Zoetis Cl A (ZTS) | 3.5 | $499M | -24% | 4.2M | 118.21 |
|
| Starbucks Corporation (SBUX) | 3.1 | $453M | -25% | 5.1M | 89.59 |
|
| Aon Shs Cl A (AON) | 3.0 | $437M | -26% | 1.4M | 322.78 |
|
| IDEXX Laboratories (IDXX) | 2.7 | $391M | -27% | 696k | 561.89 |
|
| Airbnb Com Cl A (ABNB) | 2.0 | $287M | -24% | 2.3M | 126.28 |
|
| Intuitive Surgical Com New (ISRG) | 1.9 | $280M | -27% | 607k | 460.99 |
|
| Meta Platforms Cl A (META) | 1.9 | $273M | NEW | 477k | 572.13 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $269M | -28% | 1.4M | 198.29 |
|
| Synopsys (SNPS) | 1.8 | $266M | -20% | 671k | 396.48 |
|
| Lam Research Corp Com New (LRCX) | 1.6 | $225M | NEW | 1.1M | 213.66 |
|
| Uber Technologies (UBER) | 1.5 | $210M | -18% | 2.9M | 71.93 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $174M | -47% | 407k | 426.40 |
|
| Rollins (ROL) | 0.8 | $116M | NEW | 2.2M | 53.41 |
|
| MercadoLibre (MELI) | 0.4 | $60M | -28% | 35k | 1729.01 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $59M | -12% | 175k | 337.95 |
|
| Spotify Technology S A SHS (SPOT) | 0.4 | $52M | +49% | 107k | 484.91 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $42M | -49% | 306k | 138.37 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $36M | -85% | 580k | 62.75 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $21M | +43% | 16k | 1320.85 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $18M | +5% | 1.2M | 14.37 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $11M | -71% | 67k | 171.21 |
|
| Argan (AGX) | 0.1 | $9.8M | -27% | 18k | 544.65 |
|
| Powell Industries (POWL) | 0.1 | $9.5M | -14% | 18k | 541.08 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $9.1M | -30% | 67k | 135.49 |
|
| Intuit (INTU) | 0.1 | $8.6M | -96% | 20k | 432.37 |
|
| Bel Fuse CL B (BELFB) | 0.1 | $8.6M | +92% | 43k | 197.98 |
|
| CECO Environmental (CECO) | 0.1 | $8.5M | +105% | 143k | 59.58 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $8.3M | NEW | 96k | 85.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $8.1M | -8% | 28k | 287.56 |
|
| Netflix (NFLX) | 0.1 | $8.0M | -52% | 83k | 96.15 |
|
| Bwx Technologies (BWXT) | 0.1 | $7.8M | -14% | 38k | 204.49 |
|
| VSE Corporation (VSEC) | 0.1 | $7.8M | +22% | 42k | 184.40 |
|
| Amprius Technologies Common Stock (AMPX) | 0.0 | $7.1M | +46% | 422k | 16.86 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $7.1M | +271% | 146k | 48.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $7.0M | -51% | 16k | 436.80 |
|
| Fastly Cl A (FSLY) | 0.0 | $6.9M | NEW | 239k | 29.06 |
|
| Modine Manufacturing (MOD) | 0.0 | $6.3M | +102% | 29k | 216.71 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $6.0M | +91% | 214k | 27.95 |
|
| Dlocal Class A Com (DLO) | 0.0 | $6.0M | 459k | 12.97 |
|
|
| Brookdale Senior Living (BKD) | 0.0 | $5.8M | +109% | 420k | 13.68 |
|
| Ies Hldgs (IESC) | 0.0 | $5.7M | +9% | 12k | 476.47 |
|
| Sphere Entertainment Cl A (SPHR) | 0.0 | $5.7M | +102% | 48k | 117.40 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $5.6M | -29% | 19k | 290.70 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $5.4M | NEW | 97k | 56.18 |
|
| Medtronic SHS (MDT) | 0.0 | $5.3M | -28% | 61k | 86.65 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $5.2M | NEW | 73k | 70.92 |
|
| Nlight (LASR) | 0.0 | $5.1M | +45% | 90k | 57.02 |
|
| Astrazeneca Ord (AZN) | 0.0 | $5.1M | NEW | 26k | 196.53 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.0 | $5.0M | +29% | 77k | 64.22 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $4.9M | +105% | 12k | 394.15 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.0 | $4.7M | +192% | 84k | 56.51 |
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $4.0M | +122% | 272k | 14.69 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $3.8M | 410k | 9.28 |
|
|
| Paycom Software (PAYC) | 0.0 | $3.7M | -98% | 31k | 121.54 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.0 | $3.6M | +725% | 106k | 33.95 |
|
| Karman Hldgs Common Stock (KRMN) | 0.0 | $3.5M | +582% | 44k | 80.05 |
|
| Bridgebio Pharma (BBIO) | 0.0 | $3.4M | +20% | 46k | 74.26 |
|
| Praxis Precision Medicines I Com New (PRAX) | 0.0 | $3.2M | NEW | 10k | 322.19 |
|
| Guardant Health (GH) | 0.0 | $3.2M | +76% | 35k | 92.37 |
|
| Icici Bank Adr (IBN) | 0.0 | $3.1M | -4% | 118k | 25.90 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $3.0M | -54% | 88k | 34.02 |
|
| Aehr Test Systems (AEHR) | 0.0 | $2.9M | +163% | 79k | 37.08 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $2.9M | +148% | 26k | 111.12 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.9M | -99% | 12k | 243.08 |
|
| Astronics Corporation (ATRO) | 0.0 | $2.8M | -21% | 42k | 66.73 |
|
| Axt (AXTI) | 0.0 | $2.8M | +122% | 49k | 56.98 |
|
| Tesla Motors (TSLA) | 0.0 | $2.7M | -9% | 7.4k | 371.75 |
|
| Sea Sponsord Ads (SE) | 0.0 | $2.7M | -23% | 33k | 82.81 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.0 | $2.7M | +104% | 36k | 74.94 |
|
| Corporacion Amer Arpts S A (CAAP) | 0.0 | $2.7M | +104% | 106k | 25.29 |
|
| Wayfair Cl A (W) | 0.0 | $2.6M | +31% | 35k | 75.21 |
|
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.0 | $2.6M | +257% | 40k | 65.48 |
|
| Protagonist Therapeutics (PTGX) | 0.0 | $2.6M | +19% | 24k | 105.40 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.0 | $2.6M | +138% | 52k | 49.16 |
|
| Sitime Corp (SITM) | 0.0 | $2.5M | NEW | 7.1k | 345.35 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $2.4M | -44% | 3.8k | 650.32 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $2.4M | +17% | 295k | 8.26 |
|
| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.0 | $2.4M | +64% | 27k | 89.19 |
|
| Technipfmc (FTI) | 0.0 | $2.4M | -4% | 34k | 69.13 |
|
| Carvana Cl A (CVNA) | 0.0 | $2.3M | -18% | 7.3k | 314.38 |
|
| Vicor Corporation (VICR) | 0.0 | $2.2M | NEW | 14k | 161.00 |
|
| Resolute Hldgs Mgmt (RHLD) | 0.0 | $2.2M | -34% | 14k | 162.30 |
|
| Astec Industries (ASTE) | 0.0 | $2.2M | +84% | 41k | 53.84 |
|
| Cameco Corporation (CCJ) | 0.0 | $2.2M | -28% | 20k | 108.61 |
|
| Proto Labs (PRLB) | 0.0 | $2.1M | +806% | 38k | 57.02 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $2.1M | +48% | 29k | 70.51 |
|
| Realreal (REAL) | 0.0 | $2.0M | +26% | 222k | 9.08 |
|
| Iradimed (IRMD) | 0.0 | $2.0M | -22% | 21k | 96.26 |
|
| Preformed Line Products Company (PLPC) | 0.0 | $2.0M | +29% | 7.3k | 270.75 |
|
| Celcuity (CELC) | 0.0 | $2.0M | +268% | 17k | 114.14 |
|
| Mirum Pharmaceuticals (MIRM) | 0.0 | $1.9M | +53% | 21k | 92.38 |
|
| Ero Copper Corp (ERO) | 0.0 | $1.9M | +54% | 70k | 26.67 |
|
| Ramaco Res Com Cl A (METC) | 0.0 | $1.8M | +35% | 120k | 15.46 |
|
| AZZ Incorporated (AZZ) | 0.0 | $1.8M | NEW | 14k | 125.13 |
|
| Figs Cl A (FIGS) | 0.0 | $1.8M | +148% | 121k | 14.77 |
|
| Aar (AIR) | 0.0 | $1.8M | NEW | 16k | 109.46 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $1.8M | NEW | 102k | 17.30 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.8M | -79% | 26k | 68.47 |
|
| Littelfuse (LFUS) | 0.0 | $1.7M | NEW | 5.0k | 339.35 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $1.7M | NEW | 19k | 88.47 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $1.6M | -14% | 406k | 4.04 |
|
| Sofi Technologies (SOFI) | 0.0 | $1.6M | -35% | 103k | 15.88 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $1.6M | -64% | 116k | 13.88 |
|
| WisdomTree Investments (WT) | 0.0 | $1.6M | NEW | 109k | 14.56 |
|
| Kodiak Sciences (KOD) | 0.0 | $1.6M | 41k | 38.12 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $1.5M | -99% | 15k | 102.67 |
|
| Terawulf (WULF) | 0.0 | $1.5M | NEW | 106k | 14.43 |
|
| Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) | 0.0 | $1.5M | -8% | 94k | 16.21 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $1.5M | +53% | 24k | 64.22 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.5M | -31% | 19k | 78.15 |
|
| Bofi Holding (AX) | 0.0 | $1.4M | +53% | 17k | 85.09 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $1.4M | +104% | 320k | 4.47 |
|
| Graham Corporation (GHM) | 0.0 | $1.4M | +186% | 18k | 78.92 |
|
| Establishment Labs Holdings Ord (ESTA) | 0.0 | $1.4M | +39% | 24k | 56.78 |
|
| Nexgen Energy (NXE) | 0.0 | $1.4M | NEW | 118k | 11.60 |
|
| Outfront Media Com New (OUT) | 0.0 | $1.4M | NEW | 51k | 26.50 |
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $1.4M | NEW | 25k | 54.75 |
|
| Nuvalent Inc-a (NUVL) | 0.0 | $1.3M | +100% | 13k | 102.45 |
|
| Applied Optoelectronics (AAOI) | 0.0 | $1.3M | NEW | 15k | 84.59 |
|
| Esquire Financial Holdings (ESQ) | 0.0 | $1.3M | 12k | 107.50 |
|
|
| Denali Therapeutics (DNLI) | 0.0 | $1.3M | +142% | 65k | 19.20 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $1.2M | NEW | 13k | 95.41 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $1.2M | NEW | 42k | 28.83 |
|
| Ivanhoe Electric (IE) | 0.0 | $1.1M | -38% | 97k | 11.82 |
|
| Twist Bioscience Corp (TWST) | 0.0 | $1.1M | NEW | 24k | 47.52 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.1M | +126% | 11k | 100.66 |
|
| Life Time Group Holdings Common Stock (LTH) | 0.0 | $1.1M | +321% | 41k | 26.94 |
|
| Sionna Therapeutics (SION) | 0.0 | $1.1M | -14% | 27k | 40.09 |
|
| Vishay Precision (VPG) | 0.0 | $1.1M | NEW | 24k | 43.42 |
|
| Sterling Construction Company (STRL) | 0.0 | $1.0M | +30% | 2.6k | 407.27 |
|
| Central Pac Finl Corp Com New (CPF) | 0.0 | $1.0M | +45% | 32k | 31.96 |
|
| Apple (AAPL) | 0.0 | $1.0M | -47% | 4.1k | 253.80 |
|
| Fabrinet SHS (FN) | 0.0 | $1.0M | NEW | 1.9k | 521.52 |
|
| Mamamancini's Holdings (MAMA) | 0.0 | $1.0M | +98% | 65k | 15.34 |
|
| Xometry Class A Com (XMTR) | 0.0 | $1.0M | +10% | 25k | 40.84 |
|
| Fluor Corporation (FLR) | 0.0 | $980k | NEW | 21k | 46.65 |
|
| Callaway Golf Company (CALY) | 0.0 | $978k | NEW | 70k | 13.88 |
|
| Winmark Corporation (WINA) | 0.0 | $976k | +165% | 2.3k | 427.55 |
|
| KAR Auction Services (OPLN) | 0.0 | $973k | -27% | 33k | 29.15 |
|
| Adtran Holdings (ADTN) | 0.0 | $952k | NEW | 76k | 12.58 |
|
| Jfrog Ord Shs (FROG) | 0.0 | $950k | +104% | 20k | 46.93 |
|
| Hci (HCI) | 0.0 | $944k | -66% | 6.1k | 154.61 |
|
| Stride (LRN) | 0.0 | $932k | NEW | 11k | 88.17 |
|
| Kontoor Brands (KTB) | 0.0 | $927k | NEW | 13k | 70.29 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $913k | -80% | 6.6k | 138.33 |
|
| Cantor Equity Partners Ii In Cl A Ord Shs (CEPT) | 0.0 | $902k | NEW | 83k | 10.89 |
|
| Green Brick Partners (GRBK) | 0.0 | $850k | +102% | 13k | 64.45 |
|
| Arlo Technologies (ARLO) | 0.0 | $835k | NEW | 59k | 14.23 |
|
| Curtiss-Wright (CW) | 0.0 | $812k | 1.2k | 681.12 |
|
|
| American Public Education (APEI) | 0.0 | $803k | 14k | 56.88 |
|
|
| Lightpath Technologies Com Cl A (LPTH) | 0.0 | $793k | NEW | 79k | 10.03 |
|
| Blacksky Technology Cl A New (BKSY) | 0.0 | $771k | NEW | 31k | 25.16 |
|
| Eton Pharmaceuticals (ETON) | 0.0 | $744k | NEW | 30k | 24.68 |
|
| Transmedics Group (TMDX) | 0.0 | $738k | -31% | 7.4k | 99.41 |
|
| Firefly Aerospace (FLY) | 0.0 | $726k | NEW | 26k | 28.47 |
|
| Dave Class A Com New (DAVE) | 0.0 | $674k | -67% | 3.9k | 174.09 |
|
| Once Upon A Farm Pbc (OFRM) | 0.0 | $664k | NEW | 41k | 16.35 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $595k | -93% | 24k | 24.88 |
|
| Velo3d Com New (VELO) | 0.0 | $577k | +53% | 61k | 9.39 |
|
| Gpgi Com Cl A (GPGI) | 0.0 | $571k | 33k | 17.10 |
|
|
| Better Home & Finance Holdin Com New Cl A (BETR) | 0.0 | $569k | NEW | 16k | 35.62 |
|
| Asp Isotopes (ASPI) | 0.0 | $544k | -11% | 123k | 4.42 |
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $542k | +15% | 9.1k | 59.34 |
|
| Orion Marine (ORN) | 0.0 | $537k | NEW | 49k | 10.90 |
|
| Lemonade (LMND) | 0.0 | $515k | NEW | 8.2k | 62.68 |
|
| Semtech Corporation (SMTC) | 0.0 | $504k | NEW | 6.6k | 76.89 |
|
| Biosante Pharmaceuticals (ANIP) | 0.0 | $493k | NEW | 6.4k | 76.90 |
|
| Thermon Group Holdings (THR) | 0.0 | $477k | NEW | 9.5k | 50.40 |
|
| Flotek Industries Com New (FTK) | 0.0 | $469k | NEW | 28k | 16.97 |
|
| Manitowoc Com New (MTW) | 0.0 | $465k | NEW | 40k | 11.65 |
|
| Mirion Technologies Com Cl A (MIR) | 0.0 | $463k | -68% | 25k | 18.59 |
|
| Ftai Aviation SHS (FTAI) | 0.0 | $432k | -35% | 1.8k | 245.00 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $415k | +49% | 1.8k | 228.73 |
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $414k | +82% | 175k | 2.37 |
|
| Veeco Instruments (VECO) | 0.0 | $407k | NEW | 12k | 33.86 |
|
| Deluxe Corporation (DLX) | 0.0 | $390k | NEW | 14k | 27.54 |
|
| Annexon (ANNX) | 0.0 | $389k | NEW | 70k | 5.54 |
|
| Herman Miller (MLKN) | 0.0 | $380k | NEW | 26k | 14.46 |
|
| Phibro Animal Health Corp Cl A Com (PAHC) | 0.0 | $375k | NEW | 6.8k | 55.31 |
|
| Alto Neuroscience Com Shs (ANRO) | 0.0 | $374k | NEW | 17k | 22.48 |
|
| Central Puerto S A Sponsored Adr (CEPU) | 0.0 | $372k | NEW | 22k | 16.83 |
|
| Axsome Therapeutics (AXSM) | 0.0 | $358k | NEW | 2.1k | 169.02 |
|
| Mitek Sys Com New (MITK) | 0.0 | $357k | NEW | 26k | 13.50 |
|
| Bristow Group (VTOL) | 0.0 | $351k | NEW | 7.5k | 46.89 |
|
| Skywater Technology (SKYT) | 0.0 | $349k | NEW | 13k | 27.41 |
|
| Dianthus Therapeutics (DNTH) | 0.0 | $346k | NEW | 4.1k | 83.92 |
|
| Twilio Cl A (TWLO) | 0.0 | $341k | -11% | 2.7k | 125.82 |
|
| Alcoa (AA) | 0.0 | $330k | NEW | 5.0k | 66.33 |
|
| Hyperliquid Strategies (PURR) | 0.0 | $316k | NEW | 62k | 5.09 |
|
| Ses Ai Corporation Cl A Com (SES) | 0.0 | $308k | -5% | 320k | 0.96 |
|
| Mueller Industries (MLI) | 0.0 | $307k | 2.8k | 110.80 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $288k | -75% | 453.00 | 635.34 |
|
| Sharkninja Com Shs (SN) | 0.0 | $264k | NEW | 2.5k | 105.90 |
|
| Natera (NTRA) | 0.0 | $254k | -7% | 1.3k | 199.99 |
|
| First Solar (FSLR) | 0.0 | $252k | -84% | 1.3k | 197.26 |
|
| Gartner (IT) | 0.0 | $245k | -82% | 1.5k | 158.35 |
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $243k | NEW | 3.2k | 75.47 |
|
| M/a (MTSI) | 0.0 | $236k | NEW | 1.1k | 222.07 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $230k | -67% | 21k | 10.84 |
|
| salesforce (CRM) | 0.0 | $227k | -52% | 1.2k | 186.72 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $218k | -85% | 4.8k | 45.82 |
|
| Talen Energy Corp (TLN) | 0.0 | $218k | -49% | 682.00 | 319.23 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $210k | NEW | 2.3k | 91.64 |
|
| Qxo Com New (QXO) | 0.0 | $208k | NEW | 11k | 19.42 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.0 | $205k | -79% | 4.4k | 46.71 |
|
| Lo (LOCO) | 0.0 | $182k | NEW | 13k | 13.86 |
|
| Nautilus Biotechnology (NAUT) | 0.0 | $157k | NEW | 40k | 3.88 |
|
| Opendoor Technologies (OPEN) | 0.0 | $82k | NEW | 18k | 4.68 |
|
Past Filings by Polen Capital Management
SEC 13F filings are viewable for Polen Capital Management going back to 2011
- Polen Capital Management 2026 Q1 filed May 14, 2026
- Polen Capital Management 2025 Q4 filed Feb. 12, 2026
- Polen Capital Management 2025 Q3 filed Nov. 12, 2025
- Polen Capital Management 2025 Q2 filed Aug. 13, 2025
- Polen Capital Management 2025 Q1 filed May 12, 2025
- Polen Capital Management 2024 Q3 restated filed Feb. 10, 2025
- Polen Capital Management 2024 Q4 filed Feb. 10, 2025
- Polen Capital Management 2024 Q3 filed Nov. 13, 2024
- Polen Capital Management 2024 Q2 filed Aug. 12, 2024
- Polen Capital Management 2023 Q4 restated filed May 10, 2024
- Polen Capital Management 2024 Q1 filed May 10, 2024
- Polen Capital Management 2023 Q4 restated filed Feb. 20, 2024
- Polen Capital Management 2023 Q3 filed Nov. 13, 2023
- Polen Capital Management 2023 Q2 filed Aug. 11, 2023
- Polen Capital Management 2023 Q1 filed May 11, 2023
- Polen Capital Management 2022 Q4 filed Feb. 13, 2023