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Polen Capital

Polen Capital Management LLC

Period:  Q2, 2026
Filed Date:  Aug 04, 2026
Reported Date:  Jun 30, 2026
No. of Stocks:  219
Portfolio Value:  11.61B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

LLY - Eli lilly and co

6.889%Reduced 27.08%666.912K799.91M$1199.430

NVDA - Nvidia corp

6.856%Reduced 3.07%3.98M796.05M$200.090

MSFT - Microsoft corp

6.742%Reduced 26.26%2.10M782.82M$373.020

GOOG - Alphabet inc

6.589%Reduced 26.52%2.17M765.04M$353.330

AVGO - Broadcom inc

6.377%Reduced 27.33%1.96M740.47M$377.750

AMZN - Amazon.com inc

5.768%Reduced 27.89%2.81M669.72M$238.340

V - Visa inc

5.335%Reduced 26.17%1.81M619.49M$343.090

MA - Mastercard inc

5.051%Reduced 25.91%1.14M586.51M$513.600

NOW - Servicenow inc

4.592%Reduced 26.13%5.37M533.15M$99.280

ORCL - Oracle corp

4.511%Reduced 28.86%3.57M523.81M$146.550

SHOP - Shopify inc

4.502%Reduced 27.42%4.58M522.66M$114.180

MSCI - Msci inc

3.240%Reduced 27.73%671.797K376.23M$560.040
Lam research corp
3.206%Reduced 18.54%859.036K372.25M$433.330

SBUX - Starbucks corp

3.125%Reduced 29.76%3.55M362.85M$102.190

IDXX - Idexx laboratories inc

2.414%Reduced 23.49%532.384K280.27M$526.440

GE - General electric co

2.223%Buy690.493K258.06M$373.730

CSGP - Costar group inc

2.136%Reduced 30.32%8.76M248.06M$28.320

TSM - Taiwan semiconductor manufacturing co ltd

2.062%Add 186.92%501.21K239.36M$477.570

ABNB - Airbnb inc

2.033%Reduced 27.44%1.65M236.10M$143.100

GEV - Ge vernova inc

1.989%Buy196.612K230.99M$1174.858

META - Meta platforms inc

1.599%Reduced 30.86%329.573K185.65M$563.291

ISRG - Intuitive surgical inc

1.534%Reduced 26.18%447.944K178.14M$397.680

ATI - Ati inc

1.391%Buy819.236K161.47M$197.100

HWM - Howmet aerospace inc.

1.059%Buy457.124K122.90M$268.860

EME - Emcor group inc

0.737%Buy103.123K85.58M$829.883

IWF - Ishares russell 1000 growth

0.656%Add 50.82%613.639K76.20M$124.170

ROL - Rollins inc

0.572%Reduced 26.94%1.59M66.40M$41.740

AON - Aon plc

0.469%Reduced 87.89%164.035K54.41M$331.691

MELI - Mercadolibre inc

0.379%Reduced 24.75%25.926K44.01M$1697.362

UBER - Uber technologies inc

0.354%Reduced 80.46%570.063K41.14M$72.160

SPOT - Spotify technology sa

0.323%Reduced 24.06%81.578K37.46M$459.132

ASML - Asml holding nv

0.264%Reduced 4.01%15.427K30.69M$1989.492

ZTS - Zoetis inc

0.198%Reduced 92.41%320.42K23.03M$71.860

ACN - Accenture plc

0.164%Reduced 88.72%152.8K19.01M$124.440

ACWI - Ishares msci acwi etf

0.163%Reduced 60.66%120.54K18.92M$156.970

SNPS - Synopsys inc

0.159%Reduced 93.85%41.267K18.41M$446.075

DOCN - Digitalocean holdings inc

0.137%Add 5.35%101.35K15.91M$157.030

WULF - Terawulf inc

0.120%Add 429.39%563.139K13.91M$24.700

CECO - Ceco environmental corp

0.108%Reduced 3.67%137.977K12.52M$90.740

BE - Bloom energy corp

0.106%Reduced 39.26%40.838K12.36M$302.700

BELFB - Bel fuse inc

0.094%Reduced 24.21%32.845K10.94M$333.040

NU - Nu holdings ltd

0.087%Reduced 38.16%752.747K10.06M$13.360

GOOGL - Alphabet inc

0.086%Reduced 1.37%27.81K9.94M$357.373

LASR - Nlight inc

0.080%Add 48.62%133.448K9.29M$69.620

FROG - Jfrog ltd

0.073%Add 360.06%93.117K8.46M$90.880

POWL - Powell industries inc

0.072%Add 66.89%29.181K8.36M$286.360

AGX - Argan inc

0.070%Reduced 43.20%10.214K8.16M$798.550

MOD - Modine manufacturing co

0.067%Add 1.01%29.335K7.83M$267.020

YOU - Clear secure inc

0.063%Reduced 9.68%131.773K7.34M$55.730

BKD - Brookdale senior living inc

0.063%Add 7.30%451.082K7.26M$16.090

BWXT - Bwx technologies inc

0.062%Reduced 3.01%36.974K7.20M$194.650

CCJ - Cameco corp

0.061%Add 241.26%68.968K7.03M$101.880

VSEC - Vse corp

0.059%Reduced 28.99%29.853K6.82M$228.500

SPHR - Sphere entertainment co

0.057%Reduced 20.22%38.529K6.67M$173.030

SOI - Solaris oilfield infrastructure inc

0.056%Reduced 4.00%80.324K6.46M$80.460

AMPX - Amprius technologies inc

0.056%Add 10.29%465.598K6.45M$13.860

AEHR - Aehr test systems

0.055%Reduced 16.67%66.157K6.36M$96.060

VUG - Vanguard growth etf

0.054%Add 356.64%73.2K6.31M$86.140

DLO - Dlocal ltd

0.051%Reduced 0.61%456.087K5.93M$12.995

REAL - Realreal inc

0.050%Add 123.81%496.556K5.85M$11.790

TWST - Twist bioscience corp

0.049%Add 130.10%55.31K5.69M$102.880

VICR - Vicor corp

0.049%Add 7.37%14.924K5.67M$379.780

IESC - Ies holdings inc

0.046%Reduced 39.14%72755.34M$734.660

GH - Guardant health inc

0.044%Reduced 1.02%34.372K5.16M$150.030

LPTH - Lightpath technologies inc

0.044%Add 297.79%314.476K5.14M$16.350

PL - Planet labs pbc

0.043%Reduced 30.25%149.211K4.94M$33.130

VPG - Vishay precision group inc

0.042%Add 34.95%32.744K4.91M$149.910

NFLX - Netflix inc

0.042%Reduced 18.19%68.139K4.87M$71.401

RXT - Rackspace technology inc

0.040%Buy709.189K4.63M$6.530

FTK - Flotek industries inc

0.040%Add 607.27%195.504K4.60M$23.520

SAP - Sap se

0.038%Reduced 56.85%28.773K4.43M$154.109

CRS - Carpenter technology corp

0.036%Reduced 45.65%67564.17M$616.840

SITM - Sitime corp

0.036%Reduced 21.77%55554.14M$745.560

BFLY - Butterfly network inc

0.035%Add 18.27%480.502K4.05M$8.420

AXTI - Axt inc

0.033%Add 6.76%52.707K3.80M$72.080

TSLA - Tesla inc

0.033%Add 21.80%89743.77M$420.600

APLD - Applied digital corp

0.032%Buy98.328K3.67M$37.300

VECO - Veeco instruments inc

0.032%Add 301.68%48.314K3.66M$75.800

BW - Babcock & wilcox enterprises inc

0.030%Reduced 8.13%249.411K3.52M$14.100

AZNCF - Astrazeneca plc

0.030%Reduced 28.51%18.621K3.51M$188.688

TME - Tencent music entertainment group

0.029%Reduced 0.75%407.182K3.40M$8.350

AIR - Aar corp

0.029%Add 45.37%23.561K3.37M$142.930

WTW - Willis towers watson plc

0.029%Reduced 33.77%12.833K3.35M$261.376

TSHA - Taysha gene therapies inc

0.029%Add 53.00%489.219K3.33M$6.810

LIND - Lindblad expeditions holdings inc

0.028%Add 12.52%114.915K3.25M$28.240

ATRO - Astronics corp

0.028%Reduced 7.15%39.379K3.20M$81.260

LFUS - Littelfuse inc

0.028%Add 41.48%70163.19M$455.330

ASTE - Astec industries inc

0.027%Add 26.69%52.16K3.19M$61.190

LTH - Life time group holdings inc

0.027%Add 89.48%76.705K3.13M$40.840

EVC - Entravision communications corp

0.027%Buy236.939K3.09M$13.040

TIGO - Millicom international cellular sa

0.026%Reduced 6.91%33.602K3.05M$90.760

SPY - Spdr® s&p 500 etf trust

0.026%Add 6.95%40183.00M$746.827

JOBY - Joby aviation inc

0.026%Add 12.69%332.157K2.96M$8.920

CPA - Copa holdings sa

0.025%Buy18.948K2.95M$155.570
Cardinal infrastructure grou
0.025%Buy30.787K2.90M$94.200

SRRK - Scholar rock holding corp

0.025%Add 0.35%52.132K2.87M$55.000

AAOI - Applied optoelectronics inc

0.025%Add 29.23%19.272K2.86M$148.160

PRLB - Proto labs inc

0.025%Reduced 6.87%35.011K2.85M$81.510

OPY - Oppenheimer holdings inc

0.024%Reduced 0.45%26.834K2.83M$105.540

PLPC - Preformed line products co

0.024%Reduced 6.35%68752.82M$410.560
Forgent power solutions inc
0.024%Buy50.328K2.81M$55.860

DRTS - Alpha tau medical ltd

0.024%Buy220.751K2.78M$12.580

PTGX - Protagonist therapeutics inc

0.024%Reduced 6.93%22.651K2.78M$122.580

MODG - Topgolf callaway brands corp

0.024%Add 107.31%146.013K2.74M$18.790

AZZ - Azz inc

0.023%Add 20.27%17.364K2.69M$155.050
Hyperliquid strategies inc
0.023%Add 448.82%340.311K2.68M$7.870

CAKE - Cheesecake factory inc

0.023%Add 34.14%33.297K2.65M$79.540

ROAD - Construction partners inc

0.023%Reduced 15.34%22.291K2.65M$118.770

WT - Wisdomtree inc

0.022%Add 36.74%149.051K2.52M$16.940

FIVN - Five9 inc

0.022%Buy117.256K2.50M$21.320

CVNA - Carvana co

0.021%Add 410.40%37.504K2.47M$65.820

MIRM - Mirum pharmaceuticals inc

0.021%Add 1.79%20.899K2.45M$117.070

PRAX - Praxis precision medicines inc

0.021%Reduced 27.79%72522.43M$334.790

KN - Knowles corp

0.021%Buy58.485K2.43M$41.480

VCTR - Victory capital holdings inc

0.020%Reduced 29.21%28.223K2.37M$84.060

MEC - Mayville engineering company inc

0.020%Buy61.827K2.32M$37.460
Rocket lab corp
0.020%Reduced 3.41%22.751K2.31M$101.650

SE - Sea ltd

0.019%Reduced 29.67%23.119K2.22M$95.830

ADPT - Adaptive biotechnologies corp

0.019%Reduced 11.71%102.457K2.20M$21.450

NOVT - Novanta inc

0.019%Buy13.366K2.17M$162.240

SMTC - Semtech corp

0.019%Add 103.77%13.353K2.16M$161.850
Penguin solutions inc
0.019%Buy28.293K2.15M$76.010

ACWX - Ishares msci acwi ex us etf

0.018%Add 8.10%27.755K2.11M$76.110

ONON - On holding ag

0.018%Reduced 33.29%58.741K2.08M$35.420
Aktis oncology inc
0.018%Buy63.514K2.05M$32.230
Billiontoone inc
0.018%Buy16.975K2.04M$119.980

PTCT - Ptc therapeutics inc

0.018%Buy24.916K2.03M$81.570
Outfront media inc
0.017%Add 17.39%60.351K1.98M$32.760

GHM - Graham corp

0.017%Reduced 11.01%15.852K1.96M$123.790

TVTX - Travere therapeutics inc

0.017%Buy34.315K1.95M$56.810

ESTA - Establishment labs holdings inc

0.017%Reduced 7.33%22.541K1.93M$85.810
Wolfspeed inc
0.016%Buy38.219K1.84M$48.250

MAMA - Mama's creations inc

0.015%Add 53.65%100.497K1.79M$17.850

ADEA - Adeia inc

0.015%Buy52.575K1.73M$32.930

ERO - Ero copper corp

0.014%Reduced 10.76%62.613K1.67M$26.750
Resolute hldgs mgmt inc
0.014%Reduced 16.13%11.464K1.66M$144.530

ETON - Eton pharmaceuticals inc

0.014%Add 50.57%45.379K1.64M$36.200

CW - Curtiss-wright corp

0.014%Add 74.92%20851.58M$757.760

RNG - Ringcentral inc

0.013%Buy40.133K1.56M$38.980

ADBE - Adobe inc

0.013%Reduced 36.12%75811.55M$205.011

FTI - Technipfmc plc

0.013%Reduced 35.37%22.164K1.47M$66.300

ZGN - Ermenegildo zegna nv

0.012%Buy111.273K1.45M$13.020

CVLG - Covenant logistics group inc

0.012%Buy31.943K1.41M$44.180

KOD - Kodiak sciences inc

0.012%Reduced 14.23%35.469K1.38M$38.960

AIRJ - Montana technologies corpora

0.012%Buy243.378K1.35M$5.540
Velo3d inc
0.011%Add 21.14%74.422K1.31M$17.550

KAR - Openlane inc

0.011%Reduced 7.17%30.97K1.28M$41.240

BTDR - Bitdeer technologies group

0.011%Buy79.54K1.26M$15.870

GRBK - Green brick partners inc

0.011%Add 15.61%15.242K1.22M$80.040

VT - Vanguard tot world stk etf

0.010%Add 16.95%77191.21M$156.954

SOFI - Sofi technologies, inc.

0.010%Reduced 36.51%65.611K1.18M$17.930

FN - Fabrinet

0.010%Add 8.13%20871.17M$562.080

TWLO - Twilio inc

0.010%Add 105.76%55721.15M$206.330
Space exploration techn corp
0.010%Buy67051.15M$170.860

NESR - National energy services reunited corp

0.010%Buy38.252K1.14M$29.930

VVI - Viad corp

0.010%Buy19.995K1.12M$55.970

IBN - Icici bank ltd

0.010%Reduced 67.71%38.124K1.11M$29.030

OSCR - Oscar health inc

0.010%Buy38.701K1.10M$28.520

AXSM - Axsome therapeutics inc

0.009%Add 111.15%44681.09M$244.770

URGN - Urogen pharma ltd

0.009%Buy29.615K1.09M$36.800

CATH - Global x s&p 500 ca val etf

0.009%Reduced 37.11%11.866K1.05M$88.500

VOO - Vanguard s&p 500 etf

0.009%Buy15181.04M$686.810

RXO - Rxo inc

0.009%Buy37.4K1.03M$27.590
Whitefiber inc
0.009%Buy26.281K1.02M$38.850

WSC - Willscot mobile mini holdings corp

0.009%Buy34.229K987.849K$28.860

ADTN - Adtran holdings inc

0.008%Reduced 7.13%70.292K977.059K$13.900

ERJ - Embraer sa

0.008%Add 60.88%14.701K937.924K$63.800

ASPI - Asp isotopes inc

0.008%Add 21.62%149.559K930.257K$6.220

DNTH - Dianthus therapeutics inc

0.008%Add 126.58%9333909.781K$97.480

CYD - China yuchai international ltd

0.008%Buy19.146K907.712K$47.410

AAPL - Apple inc

0.007%Reduced 28.63%2892836.742K$289.330
Churchill cap corp xi
0.007%Buy45.59K795.546K$17.450

LOCO - El pollo loco holdings inc

0.007%Add 253.48%46.419K787.266K$16.960

MTSI - Macom technology solutions holdings inc

0.007%Add 92.66%2048778.998K$380.370

APEI - American public education inc

0.006%Reduced 1.07%13.971K750.243K$53.700

AFRM - Affirm holdings inc

0.006%Add 88.07%8958730.525K$81.550

UAL - United airlines holdings inc

0.006%Buy5277717.619K$135.990

MITK - Mitek systems inc

0.006%Add 34.26%35.504K714.696K$20.130

XPO - Xpo inc

0.006%Buy3396697.165K$205.290

GKOS - Glaukos corp

0.006%Buy4818673.364K$139.760

CAMT - Camtek ltd

0.006%Buy4113670.913K$163.120

SN - Sharkninja inc

0.005%Add 66.44%4146631.311K$152.270

NXE - Nexgen energy ltd

0.005%Reduced 46.74%62.639K588.089K$9.389

FORM - Formfactor inc

0.005%Buy3591574.309K$159.930
Talen energy corp
0.005%Add 115.98%1473566.015K$384.260

AEIS - Advanced energy industries inc

0.005%Buy1503560.424K$372.870

VIST - Vista energy sab de cv

0.005%Add 163.94%8483541.215K$63.800

ARWR - Arrowhead pharmaceuticals inc

0.005%Buy6612538.944K$81.510

ITRG - Integra resources corp

0.005%Buy241.16K535.439K$2.220

LSCC - Lattice semiconductor corp

0.005%Buy3478531.995K$152.960

TDUP - Thredup inc

0.004%Buy75.291K515.743K$6.850
Rubrik inc.
0.004%Buy6201497.816K$80.280

DSGX - Descartes systems group inc

0.004%Buy6987483.759K$69.237
Eikon therapeutics inc
0.004%Buy35.742K466.433K$13.050

BEN - Franklin resources inc

0.004%Buy13.76K457.795K$33.270

JAZZ - Jazz pharmaceuticals plc

0.004%Buy1858447.722K$240.970

NTRA - Natera inc

0.004%Add 28.21%1627441.649K$271.450
Sandisk corp
0.004%Reduced 57.40%193438.83K$2273.731

OOMA - Ooma inc

0.003%Buy21.039K404.37K$19.220

FTAI - Ftai aviation ltd

0.003%Reduced 20.32%1404379.824K$270.530

IOO - Ishares global 100 etf

0.003%Buy2616357.33K$136.594

MRCY - Mercury systems inc

0.003%Buy2904355.246K$122.330
Alliance laundry hldgs inc
0.003%Buy12.442K329.962K$26.520

MLI - Mueller industries inc

0.003%Add 86.78%5172317.923K$61.470

ROIV - Roivant sciences ltd

0.003%Buy8659306.442K$35.390

PSTG - Pure storage inc

0.003%Buy3828301.608K$78.790

BBIO - Bridgebio pharma inc

0.003%Reduced 91.29%4002298.069K$74.480

ABT - Abbott laboratories

0.002%Reduced 79.07%3156286.379K$90.741

MLKN - Millerknoll inc

0.002%Reduced 52.61%12.466K255.054K$20.460

FREL - Fidelity real estate etf

0.002%Buy8672254.099K$29.301

HZO - Marinemax inc

0.002%Buy6750247.185K$36.620

AMD - Advanced micro devices inc

0.002%Buy417242.239K$580.909

SANM - Sanmina corp

0.002%Buy886224.229K$253.080

ETSY - Etsy inc

0.002%Buy2968223.579K$75.330

W - Wayfair inc.

0.002%Reduced 93.18%2402221.993K$92.420

AUR - Aurora innovation inc

0.002%Buy32.52K221.786K$6.820

BLZE - Backblaze inc

0.002%Buy13.268K210.43K$15.860

LITE - Lumentum holdings inc

0.002%Buy243208.509K$858.062

BSX - Boston scientific corp

0.002%Reduced 99.18%4750202.733K$42.681