Quarter snapshot
Polen Capital Management
- Quarter
- Q1 2026
- Filed
- 2026-05-14
- Portfolio value
- $14,456,164,077
- Positions
- 221
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | TWLO | −11% | 0.0% |
| ≡ | DNTH | Newly reported | 0.0% |
| ≡ | SKYT | Newly reported | 0.0% |
| ≡ | VTOL | Newly reported | 0.0% |
| ≡ | MITK | Newly reported | 0.0% |
| ≡ | AXSM | Newly reported | 0.0% |
| ≡ | CEPU | Newly reported | 0.0% |
| ≡ | ANRO | Newly reported | 0.0% |
| ≡ | PAHC | Newly reported | 0.0% |
| ≡ | MLKN | Newly reported | 0.0% |
| ≡ | ANNX | Newly reported | 0.0% |
| ≡ | DLX | Newly reported | 0.0% |
| ≡ | VECO | Newly reported | 0.0% |
| ≡ | CCO | +82% | 0.0% |
| ≡ | ASND | +50% | 0.0% |
| ≡ | FTAI | −36% | 0.0% |
| ≡ | MIR | −69% | 0.0% |
| ≡ | MTW | Newly reported | 0.0% |
| ≡ | FTK | Newly reported | 0.0% |
| ≡ | THR | Newly reported | 0.0% |
| ≡ | ANIP | Newly reported | 0.0% |
| ≡ | SMTC | Newly reported | 0.0% |
| ≡ | LMND | Newly reported | 0.0% |
| ≡ | ORN | Newly reported | 0.0% |
| ≡ | EMBJ | +15% | 0.0% |
| ≡ | ASPI | −12% | 0.0% |
| ≡ | BETR | Newly reported | 0.0% |
| ≡ | GPGI | +0% | 0.0% |
| ≡ | VELO | +54% | 0.0% |
| ≡ | HDB | −94% | 0.0% |
| ≡ | OFRM | Newly reported | 0.0% |
| ≡ | DAVE | −67% | 0.0% |
| ≡ | FLY | Newly reported | 0.01% |
| ≡ | TMDX | −32% | 0.01% |
| ≡ | ETON | Newly reported | 0.01% |
| ≡ | BKSY | Newly reported | 0.01% |
| ≡ | LPTH | Newly reported | 0.01% |
| ≡ | APEI | +0% | 0.01% |
| ≡ | CW | −2% | 0.01% |
| ≡ | ARLO | Newly reported | 0.01% |
| ≡ | GRBK | +102% | 0.01% |
| ≡ | CEPT | Newly reported | 0.01% |
| ≡ | VT | −80% | 0.01% |
| ≡ | KTB | Newly reported | 0.01% |
| ≡ | LRN | Newly reported | 0.01% |
| ≡ | HCI | −66% | 0.01% |
| ≡ | FROG | +105% | 0.01% |
| ≡ | ADTN | Newly reported | 0.01% |
| ≡ | OPLN | −28% | 0.01% |
| ≡ | WINA | +166% | 0.01% |
| ≡ | CALY | Newly reported | 0.01% |
| ≡ | FLR | Newly reported | 0.01% |
| ≡ | XMTR | +10% | 0.01% |
| ≡ | MAMA | +98% | 0.01% |
| ≡ | FN | Newly reported | 0.01% |
| ≡ | AAPL | −48% | 0.01% |
| ≡ | CPF | +46% | 0.01% |
| ≡ | STRL | +31% | 0.01% |
| ≡ | VPG | Newly reported | 0.01% |
| ≡ | SION | −14% | 0.01% |
| ≡ | LTH | +321% | 0.01% |
| ≡ | SGOV | +127% | 0.01% |
| ≡ | TWST | Newly reported | 0.01% |
| ≡ | IE | −38% | 0.01% |
| ≡ | IONQ | Newly reported | 0.01% |
| ≡ | CRCL | Newly reported | 0.01% |
| ≡ | DNLI | +143% | 0.01% |
| ≡ | ESQ | +0% | 0.01% |
| ≡ | AAOI | Newly reported | 0.01% |
| ≡ | NUVL | +100% | 0.01% |
| ≡ | CAKE | Newly reported | 0.01% |
| ≡ | OUT | Newly reported | 0.01% |
| ≡ | NXE | Newly reported | 0.01% |
| ≡ | ESTA | +39% | 0.01% |
| ≡ | GHM | +187% | 0.01% |
| ≡ | TSHA | +104% | 0.01% |
| ≡ | AX | +53% | 0.01% |
| ≡ | CATH | −32% | 0.01% |
| ≡ | RKLB | +54% | 0.01% |
| ≡ | IRS | −9% | 0.01% |
| ≡ | WULF | Newly reported | 0.01% |
| ≡ | ABT | −100% | 0.01% |
| ≡ | KOD | +0% | 0.01% |
| ≡ | WT | Newly reported | 0.01% |
| ≡ | ADPT | −64% | 0.01% |
| ≡ | SOFI | −12% | 0.01% |
| ≡ | BFLY | −14% | 0.01% |
| ≡ | SHAK | Newly reported | 0.01% |
| ≡ | LFUS | Newly reported | 0.01% |
| ≡ | ACWX | −80% | 0.01% |
| ≡ | LIND | Newly reported | 0.01% |
| ≡ | AIR | Newly reported | 0.01% |
| ≡ | FIGS | +149% | 0.01% |
| ≡ | AZZ | Newly reported | 0.01% |
| ≡ | METC | +35% | 0.01% |
| ≡ | ERO | +54% | 0.01% |
| ≡ | MIRM | +54% | 0.01% |
| ≡ | CELC | +269% | 0.01% |
| ≡ | PLPC | +30% | 0.01% |
| ≡ | IRMD | −23% | 0.01% |