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 |
|---|---|---|---|
| ≡ | AA | Newly reported | 0.0% |
| ≡ | PURR | Newly reported | 0.0% |
| ≡ | SES | −5% | 0.0% |
| ≡ | MLI | +2% | 0.0% |
| ≡ | SNDK | −76% | 0.0% |
| ≡ | SN | Newly reported | 0.0% |
| ≡ | NTRA | −8% | 0.0% |
| ≡ | FSLR | −85% | 0.0% |
| ≡ | IT | −82% | 0.0% |
| ≡ | VIST | Newly reported | 0.0% |
| ≡ | MTSI | Newly reported | 0.0% |
| ≡ | SMR | −67% | 0.0% |
| ≡ | CRM | −53% | 0.0% |
| ≡ | AFRM | −86% | 0.0% |
| ≡ | TLN | −49% | 0.0% |
| ≡ | BIL | Newly reported | 0.0% |
| ≡ | QXO | Newly reported | 0.0% |
| ≡ | GGAL | −80% | 0.0% |
| ≡ | LOCO | Newly reported | 0.0% |
| ≡ | NAUT | Newly reported | 0.0% |
| ≡ | OPEN | Newly reported | 0.0% |
| ≡ | WAL | SOLD | — |
| ≡ | GAP | SOLD | — |
| ≡ | IOO | SOLD | — |
| ≡ | ADSK | SOLD | — |
| ≡ | ABCL | SOLD | — |
| ≡ | LYFT | SOLD | — |
| ≡ | APPN | SOLD | — |
| ≡ | OLMA | SOLD | — |
| ≡ | AYI | SOLD | — |
| ≡ | MEDP | SOLD | — |
| ≡ | NAMS | SOLD | — |
| ≡ | UNH | SOLD | — |
| ≡ | ADT | SOLD | — |
| ≡ | PSNL | SOLD | — |
| ≡ | AVAV | SOLD | — |
| ≡ | NMRK | SOLD | — |
| ≡ | MESO | SOLD | — |
| ≡ | LUXE | SOLD | — |
| ≡ | OPFI | SOLD | — |
| ≡ | ESPR | SOLD | — |
| ≡ | SOPH | SOLD | — |
| ≡ | GDYN | SOLD | — |
| ≡ | PGEN | SOLD | — |
| ≡ | OSCR | SOLD | — |
| ≡ | PYPL | SOLD | — |
| ≡ | RR | SOLD | — |
| ≡ | ROIV | SOLD | — |
| ≡ | TEM | SOLD | — |
| ≡ | SERV | SOLD | — |
| ≡ | PTON | SOLD | — |
| ≡ | U | SOLD | — |
| ≡ | EOSE | SOLD | — |
| ≡ | CPS | SOLD | — |
| ≡ | SYM | SOLD | — |
| ≡ | PACB | SOLD | — |
| ≡ | ULS | SOLD | — |
| ≡ | SSYS | SOLD | — |
| ≡ | AWI | SOLD | — |
| ≡ | TTAN | SOLD | — |
| ≡ | XERS | SOLD | — |
| ≡ | HHH | SOLD | — |
| ≡ | CRDO | SOLD | — |
| ≡ | AORT | SOLD | — |
| ≡ | LQDA | SOLD | — |
| ≡ | GRAL | SOLD | — |
| ≡ | PGY | SOLD | — |
| ≡ | TMO | SOLD | — |
| ≡ | RDVT | SOLD | — |
| ≡ | VTI | SOLD | — |
| ≡ | ATEC | SOLD | — |
| ≡ | WDAY | SOLD | — |
| ≡ | HURN | SOLD | — |
| ≡ | KARO | SOLD | — |
| ≡ | PDD | SOLD | — |
| ≡ | MMYT | SOLD | — |
| ≡ | GLOB | SOLD | — |
| ≡ | IVV | SOLD | — |
| ≡ | MNDY | SOLD | — |
| ≡ | ICLR | SOLD | — |
| ≡ | HLLY | SOLD | — |
| ≡ | ZGN | SOLD | — |
| ≡ | SKYW | SOLD | — |
| ≡ | HQY | SOLD | — |
| ≡ | LMB | SOLD | — |
| ≡ | NRG | SOLD | — |
| ≡ | PRCH | SOLD | — |
| ≡ | ADP | SOLD | — |
| ≡ | NSSC | SOLD | — |
| ≡ | CSIQ | SOLD | — |
| ≡ | CYTK | SOLD | — |
| ≡ | PBI | SOLD | — |
| ≡ | IHRT | SOLD | — |
| ≡ | ODD | SOLD | — |
| ≡ | AMSC | SOLD | — |
| ≡ | SWIM | SOLD | — |
| ≡ | UPWK | SOLD | — |
| ≡ | TDUP | SOLD | — |
| ≡ | KURA | SOLD | — |
| ≡ | CEG | SOLD | — |