Quarter snapshot
Polen Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-04
- Portfolio value
- $11,610,786,601
- Positions
- 219
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | ITRG | Newly reported | 0.0% |
| ≡ | ARWR | Newly reported | 0.0% |
| ≡ | VIST | +164% | 0.0% |
| ≡ | AEIS | Newly reported | 0.0% |
| ≡ | TLN | +116% | 0.0% |
| ≡ | FORM | Newly reported | 0.0% |
| ≡ | NXE | −47% | 0.01% |
| ≡ | SN | +66% | 0.01% |
| ≡ | CAMT | Newly reported | 0.01% |
| ≡ | GKOS | Newly reported | 0.01% |
| ≡ | XPO | Newly reported | 0.01% |
| ≡ | MITK | +34% | 0.01% |
| ≡ | UAL | Newly reported | 0.01% |
| ≡ | AFRM | +88% | 0.01% |
| ≡ | APEI | −1% | 0.01% |
| ≡ | MTSI | +93% | 0.01% |
| ≡ | LOCO | +254% | 0.01% |
| ≡ | CCXI | Newly reported | 0.01% |
| ≡ | AAPL | −29% | 0.01% |
| ≡ | CYD | Newly reported | 0.01% |
| ≡ | DNTH | +127% | 0.01% |
| ≡ | ASPI | +22% | 0.01% |
| ≡ | EMBJ | +61% | 0.01% |
| ≡ | ADTN | −7% | 0.01% |
| ≡ | WSC | Newly reported | 0.01% |
| ≡ | WYFI | Newly reported | 0.01% |
| ≡ | RXO | Newly reported | 0.01% |
| ≡ | VOO | Newly reported | 0.01% |
| ≡ | CATH | −37% | 0.01% |
| ≡ | URGN | Newly reported | 0.01% |
| ≡ | AXSM | +111% | 0.01% |
| ≡ | OSCR | Newly reported | 0.01% |
| ≡ | IBN | −68% | 0.01% |
| ≡ | PRSU | Newly reported | 0.01% |
| ≡ | NESR | Newly reported | 0.01% |
| ≡ | SPCX | Newly reported | 0.01% |
| ≡ | TWLO | +106% | 0.01% |
| ≡ | FN | +8% | 0.01% |
| ≡ | SOFI | −37% | 0.01% |
| ≡ | VT | +17% | 0.01% |
| ≡ | GRBK | +16% | 0.01% |
| ≡ | BTDR | Newly reported | 0.01% |
| ≡ | OPLN | −7% | 0.01% |
| ≡ | VELO | +21% | 0.01% |
| ≡ | AIRJ | Newly reported | 0.01% |
| ≡ | KOD | −14% | 0.01% |
| ≡ | CVLG | Newly reported | 0.01% |
| ≡ | ZGN | Newly reported | 0.01% |
| ≡ | FTI | −35% | 0.01% |
| ≡ | ADBE | −36% | 0.01% |
| ≡ | RNG | Newly reported | 0.01% |
| ≡ | CW | +75% | 0.01% |
| ≡ | ETON | +51% | 0.01% |
| ≡ | RHLD | −16% | 0.01% |
| ≡ | ERO | −11% | 0.01% |
| ≡ | ADEA | Newly reported | 0.01% |
| ≡ | MAMA | +54% | 0.02% |
| ≡ | WOLF | Newly reported | 0.02% |
| ≡ | ESTA | −7% | 0.02% |
| ≡ | TVTX | Newly reported | 0.02% |
| ≡ | GHM | −11% | 0.02% |
| ≡ | OUT | +17% | 0.02% |
| ≡ | PTCT | Newly reported | 0.02% |
| ≡ | BLLN | Newly reported | 0.02% |
| ≡ | AKTS | Newly reported | 0.02% |
| ≡ | ONON | −33% | 0.02% |
| ≡ | ACWX | +8% | 0.02% |
| ≡ | PENG | Newly reported | 0.02% |
| ≡ | SMTC | +104% | 0.02% |
| ≡ | NOVT | Newly reported | 0.02% |
| ≡ | ADPT | −12% | 0.02% |
| ≡ | SE | −30% | 0.02% |
| ≡ | RKLB | −3% | 0.02% |
| ≡ | MEC | Newly reported | 0.02% |
| ≡ | VCTR | −29% | 0.02% |
| ≡ | KN | Newly reported | 0.02% |
| ≡ | PRAX | −28% | 0.02% |
| ≡ | MIRM | +2% | 0.02% |
| ≡ | CVNA | +410% | 0.02% |
| ≡ | FIVN | Newly reported | 0.02% |
| ≡ | WT | +37% | 0.02% |
| ≡ | ROAD | −15% | 0.02% |
| ≡ | CAKE | +34% | 0.02% |
| ≡ | PURR | +449% | 0.02% |
| ≡ | AZZ | +20% | 0.02% |
| ≡ | CALY | +107% | 0.02% |
| ≡ | PTGX | −7% | 0.02% |
| ≡ | DRTS | Newly reported | 0.02% |
| ≡ | FPS | Newly reported | 0.02% |
| ≡ | PLPC | −6% | 0.02% |
| ≡ | OPY | −0% | 0.02% |
| ≡ | PRLB | −7% | 0.02% |
| ≡ | AAOI | +29% | 0.02% |
| ≡ | SRRK | +0% | 0.02% |
| ≡ | CDNL | Newly reported | 0.02% |
| ≡ | CPA | Newly reported | 0.03% |
| ≡ | JOBY | +13% | 0.03% |
| ≡ | SPY | +7% | 0.03% |
| ≡ | TIGO | −7% | 0.03% |
| ≡ | EVC | Newly reported | 0.03% |