Investor portfolio
Polen Capital Management
Polen Capital Management is an investment management firm listed with manager Polen Capital.
Linked investors: Polen Capital
US 13F portfolio
- Quarter
- Q2 2026
- Filed
- 2026-08-04
- Portfolio value
- $11,610,786,601
- Positions
- 219
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | INTU | SOLD | — |
| ≡ | NUVL | SOLD | — |
| ≡ | ESQ | SOLD | — |
| ≡ | DNLI | SOLD | — |
| ≡ | CRCL | SOLD | — |
| ≡ | IONQ | SOLD | — |
| ≡ | IE | SOLD | — |
| ≡ | SGOV | SOLD | — |
| ≡ | SION | SOLD | — |
| ≡ | STRL | SOLD | — |
| ≡ | CPF | SOLD | — |
| ≡ | XMTR | SOLD | — |
| ≡ | FLR | SOLD | — |
| ≡ | WINA | SOLD | — |
| ≡ | HCI | SOLD | — |
| ≡ | LRN | SOLD | — |
| ≡ | KTB | SOLD | — |
| ≡ | CEPT | SOLD | — |
| ≡ | FSLY | SOLD | — |
| ≡ | MCHI | SOLD | — |
| ≡ | MDT | SOLD | — |
| ≡ | EWT | SOLD | — |
| ≡ | WGS | SOLD | — |
| ≡ | PAYC | SOLD | — |
| ≡ | FIGR | SOLD | — |
| ≡ | KRMN | SOLD | — |
| ≡ | CAAP | SOLD | — |
| ≡ | KTOS | SOLD | — |
| ≡ | IRMD | SOLD | — |
| ≡ | CELC | SOLD | — |
| ≡ | METC | SOLD | — |
| ≡ | FIGS | SOLD | — |
| ≡ | SHAK | SOLD | — |
| ≡ | IRS | SOLD | — |
| ≡ | AX | SOLD | — |
| ≡ | ARLO | SOLD | — |
| ≡ | ANNX | SOLD | — |
| ≡ | PAHC | SOLD | — |
| ≡ | ANRO | SOLD | — |
| ≡ | CEPU | SOLD | — |
| ≡ | VTOL | SOLD | — |
| ≡ | SKYT | SOLD | — |
| ≡ | AA | SOLD | — |
| ≡ | SES | SOLD | — |
| ≡ | FSLR | SOLD | — |
| ≡ | IT | SOLD | — |
| ≡ | SMR | SOLD | — |
| ≡ | CRM | SOLD | — |
| ≡ | BIL | SOLD | — |
| ≡ | QXO | SOLD | — |
| ≡ | GGAL | SOLD | — |
| ≡ | NAUT | SOLD | — |
| ≡ | OPEN | SOLD | — |
| ≡ | BKSY | SOLD | — |
| ≡ | TMDX | SOLD | — |
| ≡ | FLY | SOLD | — |
| ≡ | DAVE | SOLD | — |
| ≡ | OFRM | SOLD | — |
| ≡ | HDB | SOLD | — |
| ≡ | GPGI | SOLD | — |
| ≡ | BETR | SOLD | — |
| ≡ | ORN | SOLD | — |
| ≡ | LMND | SOLD | — |
| ≡ | ANIP | SOLD | — |
| ≡ | THR | SOLD | — |
| ≡ | MTW | SOLD | — |
| ≡ | MIR | SOLD | — |
| ≡ | ASND | SOLD | — |
| ≡ | CCO | SOLD | — |
| ≡ | DLX | SOLD | — |
| ≡ | BSX | −99% | 0.0% |
| ≡ | LITE | Newly reported | 0.0% |
| ≡ | BLZE | Newly reported | 0.0% |
| ≡ | AUR | Newly reported | 0.0% |
| ≡ | W | −93% | 0.0% |
| ≡ | ETSY | Newly reported | 0.0% |
| ≡ | SANM | Newly reported | 0.0% |
| ≡ | AMD | Newly reported | 0.0% |
| ≡ | HZO | Newly reported | 0.0% |
| ≡ | FREL | Newly reported | 0.0% |
| ≡ | MLKN | −53% | 0.0% |
| ≡ | ABT | −79% | 0.0% |
| ≡ | BBIO | −91% | 0.0% |
| ≡ | P | Newly reported | 0.0% |
| ≡ | ROIV | Newly reported | 0.0% |
| ≡ | MLI | +87% | 0.0% |
| ≡ | ALH | Newly reported | 0.0% |
| ≡ | MRCY | Newly reported | 0.0% |
| ≡ | IOO | Newly reported | 0.0% |
| ≡ | FTAI | −20% | 0.0% |
| ≡ | OOMA | Newly reported | 0.0% |
| ≡ | SNDK | −57% | 0.0% |
| ≡ | NTRA | +28% | 0.0% |
| ≡ | JAZZ | Newly reported | 0.0% |
| ≡ | BEN | Newly reported | 0.0% |
| ≡ | EIKN | Newly reported | 0.0% |
| ≡ | DSGX | Newly reported | 0.0% |
| ≡ | RBRK | Newly reported | 0.0% |
| ≡ | TDUP | Newly reported | 0.0% |
| ≡ | LSCC | Newly reported | 0.0% |
13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.