Polen Capital Management
Latest statistics and disclosures from Polen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, NVDA, MSFT, GOOG, AVGO, and represent 33.45% of Polen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GE (+$258M), GEV (+$231M), ATI (+$162M), TSM (+$156M), HWM (+$123M), EME (+$86M), IWF (+$26M), WULF (+$11M), FROG (+$6.6M), CCJ.
- Started 68 new stock positions in NOVT, TDUP, GEV, OOMA, RBRK, ALH, TVTX, ADEA, DRTS, ATI.
- Reduced shares in these 10 stocks: AON (-$395M), LLY (-$297M), SNPS (-$281M), ZTS (-$280M), MSFT (-$279M), AVGO (-$279M), GOOG (-$276M), AMZN (-$259M), V (-$220M), ORCL (-$213M).
- Sold out of its positions in ANIP, AA, ANRO, ANNX, ARLO, Ascendis Pharma A S, AX, BETR, BKSY, VTOL.
- Polen Capital Management was a net seller of stock by $-3.6B.
- Polen Capital Management has $12B in assets under management (AUM), dropping by -19.68%.
- Central Index Key (CIK): 0001034524
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Portfolio Holdings for Polen Capital Management
Polen Capital Management holds 219 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 6.9 | $800M | -27% | 667k | 1199.43 |
|
| NVIDIA Corporation (NVDA) | 6.9 | $796M | -3% | 4.0M | 200.09 |
|
| Microsoft Corporation (MSFT) | 6.7 | $783M | -26% | 2.1M | 373.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $765M | -26% | 2.2M | 353.33 |
|
| Broadcom (AVGO) | 6.4 | $741M | -27% | 2.0M | 377.75 |
|
| Amazon (AMZN) | 5.8 | $670M | -27% | 2.8M | 238.34 |
|
| Visa Com Cl A (V) | 5.3 | $620M | -26% | 1.8M | 343.09 |
|
| Mastercard Incorporated Cl A (MA) | 5.1 | $587M | -25% | 1.1M | 513.60 |
|
| Servicenow (NOW) | 4.6 | $533M | -26% | 5.4M | 99.28 |
|
| Oracle Corporation (ORCL) | 4.5 | $524M | -28% | 3.6M | 146.55 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.5 | $523M | -27% | 4.6M | 114.18 |
|
| Msci (MSCI) | 3.2 | $376M | -27% | 672k | 560.04 |
|
| Lam Research Corp Com New (LRCX) | 3.2 | $372M | -18% | 859k | 433.33 |
|
| Starbucks Corporation (SBUX) | 3.1 | $363M | -29% | 3.6M | 102.19 |
|
| IDEXX Laboratories (IDXX) | 2.4 | $280M | -23% | 532k | 526.44 |
|
| Ge Aerospace Com New (GE) | 2.2 | $258M | NEW | 691k | 373.73 |
|
| CoStar (CSGP) | 2.1 | $248M | -30% | 8.8M | 28.32 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $239M | +186% | 501k | 477.57 |
|
| Airbnb Com Cl A (ABNB) | 2.0 | $236M | -27% | 1.6M | 143.10 |
|
| Ge Vernova (GEV) | 2.0 | $231M | NEW | 197k | 1174.86 |
|
| Meta Platforms Cl A (META) | 1.6 | $186M | -30% | 330k | 563.29 |
|
| Intuitive Surgical Com New (ISRG) | 1.5 | $178M | -26% | 448k | 397.68 |
|
| Allegheny Technologies Incorporated (ATI) | 1.4 | $162M | NEW | 819k | 197.10 |
|
| Howmet Aerospace (HWM) | 1.1 | $123M | NEW | 457k | 268.86 |
|
| Emcor (EME) | 0.7 | $86M | NEW | 103k | 829.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $76M | +50% | 614k | 124.17 |
|
| Rollins (ROL) | 0.6 | $66M | -26% | 1.6M | 41.74 |
|
| Aon Shs Cl A (AON) | 0.5 | $54M | -87% | 164k | 331.69 |
|
| MercadoLibre (MELI) | 0.4 | $44M | -24% | 26k | 1697.36 |
|
| Uber Technologies (UBER) | 0.4 | $41M | -80% | 570k | 72.16 |
|
| Spotify Technology S A SHS (SPOT) | 0.3 | $38M | -24% | 82k | 459.13 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $31M | -4% | 15k | 1989.49 |
|
| Zoetis Cl A (ZTS) | 0.2 | $23M | -92% | 320k | 71.86 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $19M | -88% | 153k | 124.44 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $19M | -60% | 121k | 156.97 |
|
| Synopsys (SNPS) | 0.2 | $18M | -93% | 41k | 446.07 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $16M | +5% | 101k | 157.03 |
|
| Terawulf (WULF) | 0.1 | $14M | +429% | 563k | 24.70 |
|
| CECO Environmental (CECO) | 0.1 | $13M | -3% | 138k | 90.74 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $12M | -39% | 41k | 302.70 |
|
| Bel Fuse CL B (BELFB) | 0.1 | $11M | -24% | 33k | 333.04 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $10M | -38% | 753k | 13.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $9.9M | 28k | 357.37 |
|
|
| Nlight (LASR) | 0.1 | $9.3M | +48% | 133k | 69.62 |
|
| Jfrog Ord Shs (FROG) | 0.1 | $8.5M | +360% | 93k | 90.88 |
|
| Powell Industries (POWL) | 0.1 | $8.4M | +66% | 29k | 286.36 |
|
| Argan (AGX) | 0.1 | $8.2M | -43% | 10k | 798.55 |
|
| Modine Manufacturing (MOD) | 0.1 | $7.8M | 29k | 267.02 |
|
|
| Clear Secure Com Cl A (YOU) | 0.1 | $7.3M | -9% | 132k | 55.73 |
|
| Brookdale Senior Living (BKD) | 0.1 | $7.3M | +7% | 451k | 16.09 |
|
| Bwx Technologies (BWXT) | 0.1 | $7.2M | -3% | 37k | 194.65 |
|
| Cameco Corporation (CCJ) | 0.1 | $7.0M | +241% | 69k | 101.88 |
|
| VSE Corporation (VSEC) | 0.1 | $6.8M | -28% | 30k | 228.50 |
|
| Sphere Entertainment Cl A (SPHR) | 0.1 | $6.7M | -20% | 39k | 173.03 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $6.5M | -4% | 80k | 80.46 |
|
| Amprius Technologies Common Stock (AMPX) | 0.1 | $6.5M | +10% | 466k | 13.86 |
|
| Aehr Test Systems (AEHR) | 0.1 | $6.4M | -16% | 66k | 96.06 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $6.3M | +356% | 73k | 86.14 |
|
| Dlocal Class A Com (DLO) | 0.1 | $5.9M | 456k | 12.99 |
|
|
| Realreal (REAL) | 0.1 | $5.9M | +123% | 497k | 11.79 |
|
| Twist Bioscience Corp (TWST) | 0.0 | $5.7M | +130% | 55k | 102.88 |
|
| Vicor Corporation (VICR) | 0.0 | $5.7M | +7% | 15k | 379.78 |
|
| Ies Hldgs (IESC) | 0.0 | $5.3M | -39% | 7.3k | 734.66 |
|
| Guardant Health (GH) | 0.0 | $5.2M | 34k | 150.03 |
|
|
| Lightpath Technologies Com Cl A (LPTH) | 0.0 | $5.1M | +297% | 315k | 16.35 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $4.9M | -30% | 149k | 33.13 |
|
| Vishay Precision (VPG) | 0.0 | $4.9M | +34% | 33k | 149.91 |
|
| Netflix (NFLX) | 0.0 | $4.9M | -18% | 68k | 71.40 |
|
| Rackspace Technology (RXT) | 0.0 | $4.6M | NEW | 709k | 6.53 |
|
| Flotek Industries Com New (FTK) | 0.0 | $4.6M | +607% | 196k | 23.52 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $4.4M | -56% | 29k | 154.11 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $4.2M | -45% | 6.8k | 616.84 |
|
| Sitime Corp (SITM) | 0.0 | $4.1M | -21% | 5.6k | 745.56 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $4.0M | +18% | 481k | 8.42 |
|
| Axt (AXTI) | 0.0 | $3.8M | +6% | 53k | 72.08 |
|
| Tesla Motors (TSLA) | 0.0 | $3.8M | +21% | 9.0k | 420.60 |
|
| Applied Digital Corp Com New (APLD) | 0.0 | $3.7M | NEW | 98k | 37.30 |
|
| Veeco Instruments (VECO) | 0.0 | $3.7M | +301% | 48k | 75.80 |
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $3.5M | -8% | 249k | 14.10 |
|
| Astrazeneca Ord (AZN) | 0.0 | $3.5M | -28% | 19k | 188.69 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $3.4M | 407k | 8.35 |
|
|
| Aar (AIR) | 0.0 | $3.4M | +45% | 24k | 142.93 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $3.4M | -33% | 13k | 261.38 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $3.3M | +53% | 489k | 6.81 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $3.2M | +12% | 115k | 28.24 |
|
| Astronics Corporation (ATRO) | 0.0 | $3.2M | -7% | 39k | 81.26 |
|
| Littelfuse (LFUS) | 0.0 | $3.2M | +41% | 7.0k | 455.33 |
|
| Astec Industries (ASTE) | 0.0 | $3.2M | +26% | 52k | 61.19 |
|
| Life Time Group Holdings Common Stock (LTH) | 0.0 | $3.1M | +89% | 77k | 40.84 |
|
| Entravision Communications C Cl A (EVC) | 0.0 | $3.1M | NEW | 237k | 13.04 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.0 | $3.0M | -6% | 34k | 90.76 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $3.0M | +6% | 4.0k | 746.83 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $3.0M | +12% | 332k | 8.92 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $2.9M | NEW | 19k | 155.57 |
|
| Cardinal Infrastructure Grou Cl A (CDNL) | 0.0 | $2.9M | NEW | 31k | 94.20 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.0 | $2.9M | 52k | 55.00 |
|
|
| Applied Optoelectronics (AAOI) | 0.0 | $2.9M | +29% | 19k | 148.16 |
|
| Proto Labs (PRLB) | 0.0 | $2.9M | -6% | 35k | 81.51 |
|
| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.0 | $2.8M | 27k | 105.54 |
|
|
| Preformed Line Products Company (PLPC) | 0.0 | $2.8M | -6% | 6.9k | 410.56 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.0 | $2.8M | NEW | 50k | 55.86 |
|
| Alpha Tau Medical Ordinary Shares (DRTS) | 0.0 | $2.8M | NEW | 221k | 12.58 |
|
| Protagonist Therapeutics (PTGX) | 0.0 | $2.8M | -6% | 23k | 122.58 |
|
| Callaway Golf Company (CALY) | 0.0 | $2.7M | +107% | 146k | 18.79 |
|
| AZZ Incorporated (AZZ) | 0.0 | $2.7M | +20% | 17k | 155.05 |
|
| Hyperliquid Strategies (PURR) | 0.0 | $2.7M | +448% | 340k | 7.87 |
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $2.6M | +34% | 33k | 79.54 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $2.6M | -15% | 22k | 118.77 |
|
| WisdomTree Investments (WT) | 0.0 | $2.5M | +36% | 149k | 16.94 |
|
| Five9 (FIVN) | 0.0 | $2.5M | NEW | 117k | 21.32 |
|
| Carvana Cl A (CVNA) | 0.0 | $2.5M | +410% | 38k | 65.82 |
|
| Mirum Pharmaceuticals (MIRM) | 0.0 | $2.4M | 21k | 117.07 |
|
|
| Praxis Precision Medicines I Com New (PRAX) | 0.0 | $2.4M | -27% | 7.3k | 334.79 |
|
| Knowles (KN) | 0.0 | $2.4M | NEW | 59k | 41.48 |
|
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.0 | $2.4M | -29% | 28k | 84.06 |
|
| Mayville Engineering (MEC) | 0.0 | $2.3M | NEW | 62k | 37.46 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $2.3M | -3% | 23k | 101.65 |
|
| Sea Sponsord Ads (SE) | 0.0 | $2.2M | -29% | 23k | 95.83 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $2.2M | -11% | 103k | 21.45 |
|
| Novanta (NOVT) | 0.0 | $2.2M | NEW | 13k | 162.24 |
|
| Semtech Corporation (SMTC) | 0.0 | $2.2M | +103% | 13k | 161.85 |
|
| Penguin Solutions (PENG) | 0.0 | $2.2M | NEW | 28k | 76.01 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.1M | +8% | 28k | 76.11 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $2.1M | -33% | 59k | 35.42 |
|
| Aktis Oncology (AKTS) | 0.0 | $2.0M | NEW | 64k | 32.23 |
|
| Billiontoone Cl A (BLLN) | 0.0 | $2.0M | NEW | 17k | 119.98 |
|
| Ptc Therapeutics I (PTCT) | 0.0 | $2.0M | NEW | 25k | 81.57 |
|
| Outfront Media Com New (OUT) | 0.0 | $2.0M | +17% | 60k | 32.76 |
|
| Graham Corporation (GHM) | 0.0 | $2.0M | -11% | 16k | 123.79 |
|
| Travere Therapeutics (TVTX) | 0.0 | $1.9M | NEW | 34k | 56.81 |
|
| Establishment Labs Holdings Ord (ESTA) | 0.0 | $1.9M | -7% | 23k | 85.81 |
|
| Wolfspeed Common Stock (WOLF) | 0.0 | $1.8M | NEW | 38k | 48.25 |
|
| Mamamancini's Holdings (MAMA) | 0.0 | $1.8M | +53% | 101k | 17.85 |
|
| Adeia (ADEA) | 0.0 | $1.7M | NEW | 53k | 32.93 |
|
| Ero Copper Corp (ERO) | 0.0 | $1.7M | -10% | 63k | 26.75 |
|
| Resolute Hldgs Mgmt (RHLD) | 0.0 | $1.7M | -16% | 12k | 144.53 |
|
| Eton Pharmaceuticals (ETON) | 0.0 | $1.6M | +50% | 45k | 36.20 |
|
| Curtiss-Wright (CW) | 0.0 | $1.6M | +74% | 2.1k | 757.76 |
|
| Ringcentral Cl A (RNG) | 0.0 | $1.6M | NEW | 40k | 38.98 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.6M | -36% | 7.6k | 205.01 |
|
| Technipfmc (FTI) | 0.0 | $1.5M | -35% | 22k | 66.30 |
|
| Ermenegildo Zegna N V Ord Shs (ZGN) | 0.0 | $1.4M | NEW | 111k | 13.02 |
|
| Covenant Logistics Group Cl A (CVLG) | 0.0 | $1.4M | NEW | 32k | 44.18 |
|
| Kodiak Sciences (KOD) | 0.0 | $1.4M | -14% | 36k | 38.96 |
|
| Airjoule Technologies Corp Cl A (AIRJ) | 0.0 | $1.3M | NEW | 243k | 5.54 |
|
| Velo3d Com New (VELO) | 0.0 | $1.3M | +21% | 74k | 17.55 |
|
| KAR Auction Services (OPLN) | 0.0 | $1.3M | -7% | 31k | 41.24 |
|
| Bitdeer Technologies Group Cl A Ord Shs (BTDR) | 0.0 | $1.3M | NEW | 80k | 15.87 |
|
| Green Brick Partners (GRBK) | 0.0 | $1.2M | +15% | 15k | 80.04 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.2M | +16% | 7.7k | 156.95 |
|
| Sofi Technologies (SOFI) | 0.0 | $1.2M | -36% | 66k | 17.93 |
|
| Fabrinet SHS (FN) | 0.0 | $1.2M | +8% | 2.1k | 562.08 |
|
| Twilio Cl A (TWLO) | 0.0 | $1.1M | +105% | 5.6k | 206.33 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $1.1M | NEW | 6.7k | 170.86 |
|
| National Energy Services Reu SHS (NESR) | 0.0 | $1.1M | NEW | 38k | 29.93 |
|
| Viad (PRSU) | 0.0 | $1.1M | NEW | 20k | 55.97 |
|
| Icici Bank Adr (IBN) | 0.0 | $1.1M | -67% | 38k | 29.03 |
|
| Oscar Health Cl A (OSCR) | 0.0 | $1.1M | NEW | 39k | 28.52 |
|
| Axsome Therapeutics (AXSM) | 0.0 | $1.1M | +111% | 4.5k | 244.77 |
|
| Urogen Pharma (URGN) | 0.0 | $1.1M | NEW | 30k | 36.80 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.1M | -37% | 12k | 88.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.0M | NEW | 1.5k | 686.81 |
|
| Rxo Common Stock (RXO) | 0.0 | $1.0M | NEW | 37k | 27.59 |
|
| Whitefiber SHS (WYFI) | 0.0 | $1.0M | NEW | 26k | 38.85 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $988k | NEW | 34k | 28.86 |
|
| Adtran Holdings (ADTN) | 0.0 | $977k | -7% | 70k | 13.90 |
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $938k | +60% | 15k | 63.80 |
|
| Asp Isotopes (ASPI) | 0.0 | $930k | +21% | 150k | 6.22 |
|
| Dianthus Therapeutics (DNTH) | 0.0 | $910k | +126% | 9.3k | 97.48 |
|
| China Yuchai Intl (CYD) | 0.0 | $908k | NEW | 19k | 47.41 |
|
| Apple (AAPL) | 0.0 | $837k | -28% | 2.9k | 289.33 |
|
| Churchill Cap Corp Xi Cl A Ord Shs (CCXI) | 0.0 | $796k | NEW | 46k | 17.45 |
|
| Lo (LOCO) | 0.0 | $787k | +253% | 46k | 16.96 |
|
| M/a (MTSI) | 0.0 | $779k | +92% | 2.0k | 380.37 |
|
| American Public Education (APEI) | 0.0 | $750k | 14k | 53.70 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $731k | +88% | 9.0k | 81.55 |
|
| Hldgs (UAL) | 0.0 | $718k | NEW | 5.3k | 135.99 |
|
| Mitek Sys Com New (MITK) | 0.0 | $715k | +34% | 36k | 20.13 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $697k | NEW | 3.4k | 205.29 |
|
| Glaukos (GKOS) | 0.0 | $673k | NEW | 4.8k | 139.76 |
|
| Camtek Ord (CAMT) | 0.0 | $671k | NEW | 4.1k | 163.12 |
|
| Sharkninja Com Shs (SN) | 0.0 | $631k | +66% | 4.1k | 152.27 |
|
| Nexgen Energy (NXE) | 0.0 | $588k | -46% | 63k | 9.39 |
|
| FormFactor (FORM) | 0.0 | $574k | NEW | 3.6k | 159.93 |
|
| Talen Energy Corp (TLN) | 0.0 | $566k | +115% | 1.5k | 384.26 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $560k | NEW | 1.5k | 372.87 |
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $541k | +163% | 8.5k | 63.80 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $539k | NEW | 6.6k | 81.51 |
|
| Integra Res Corp (ITRG) | 0.0 | $535k | NEW | 241k | 2.22 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $532k | NEW | 3.5k | 152.96 |
|
| Thredup Cl A (TDUP) | 0.0 | $516k | NEW | 75k | 6.85 |
|
| Rubrik Cl A (RBRK) | 0.0 | $498k | NEW | 6.2k | 80.28 |
|
| Descartes Sys Grp (DSGX) | 0.0 | $484k | NEW | 7.0k | 69.24 |
|
| Eikon Therapeutics (EIKN) | 0.0 | $466k | NEW | 36k | 13.05 |
|
| Franklin Resources (BEN) | 0.0 | $458k | NEW | 14k | 33.27 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $448k | NEW | 1.9k | 240.97 |
|
| Natera (NTRA) | 0.0 | $442k | +28% | 1.6k | 271.45 |
|
| Sandisk Corp (SNDK) | 0.0 | $439k | -57% | 193.00 | 2273.73 |
|
| Ooma (OOMA) | 0.0 | $404k | NEW | 21k | 19.22 |
|
| Ftai Aviation SHS (FTAI) | 0.0 | $380k | -20% | 1.4k | 270.53 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $357k | NEW | 2.6k | 136.59 |
|
| Mercury Computer Systems (MRCY) | 0.0 | $355k | NEW | 2.9k | 122.33 |
|
| Alliance Laundry Hldgs (ALH) | 0.0 | $330k | NEW | 12k | 26.52 |
|
| Mueller Industries (MLI) | 0.0 | $318k | +86% | 5.2k | 61.47 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $306k | NEW | 8.7k | 35.39 |
|
| Everpure Cl A (P) | 0.0 | $302k | NEW | 3.8k | 78.79 |
|
| Bridgebio Pharma (BBIO) | 0.0 | $298k | -91% | 4.0k | 74.48 |
|
| Abbott Laboratories (ABT) | 0.0 | $286k | -79% | 3.2k | 90.74 |
|
| Herman Miller (MLKN) | 0.0 | $255k | -52% | 13k | 20.46 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $254k | NEW | 8.7k | 29.30 |
|
| MarineMax (HZO) | 0.0 | $247k | NEW | 6.8k | 36.62 |
|
| Advanced Micro Devices (AMD) | 0.0 | $242k | NEW | 417.00 | 580.91 |
|
| Sanmina (SANM) | 0.0 | $224k | NEW | 886.00 | 253.08 |
|
| Etsy (ETSY) | 0.0 | $224k | NEW | 3.0k | 75.33 |
|
| Wayfair Cl A (W) | 0.0 | $222k | -93% | 2.4k | 92.42 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $222k | NEW | 33k | 6.82 |
|
| Backblaze Com Cl A (BLZE) | 0.0 | $210k | NEW | 13k | 15.86 |
|
| Lumentum Hldgs (LITE) | 0.0 | $209k | NEW | 243.00 | 858.06 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $203k | -99% | 4.8k | 42.68 |
|
Past Filings by Polen Capital Management
SEC 13F filings are viewable for Polen Capital Management going back to 2011
- Polen Capital Management 2026 Q2 filed Aug. 4, 2026
- 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