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 |
|---|---|---|---|
| ≡ | LTH | +90% | 0.03% |
| ≡ | ASTE | +27% | 0.03% |
| ≡ | LFUS | +42% | 0.03% |
| ≡ | ATRO | −7% | 0.03% |
| ≡ | LIND | +13% | 0.03% |
| ≡ | TSHA | +53% | 0.03% |
| ≡ | WTW | −34% | 0.03% |
| ≡ | AIR | +45% | 0.03% |
| ≡ | TME | −1% | 0.03% |
| ≡ | AZN | −29% | 0.03% |
| ≡ | BW | −8% | 0.03% |
| ≡ | VECO | +302% | 0.03% |
| ≡ | APLD | Newly reported | 0.03% |
| ≡ | TSLA | +22% | 0.03% |
| ≡ | AXTI | +7% | 0.03% |
| ≡ | BFLY | +18% | 0.03% |
| ≡ | SITM | −22% | 0.04% |
| ≡ | CRS | −46% | 0.04% |
| ≡ | SAP | −57% | 0.04% |
| ≡ | FTK | +607% | 0.04% |
| ≡ | RXT | Newly reported | 0.04% |
| ≡ | NFLX | −18% | 0.04% |
| ≡ | VPG | +35% | 0.04% |
| ≡ | PL | −30% | 0.04% |
| ≡ | LPTH | +298% | 0.04% |
| ≡ | GH | −1% | 0.04% |
| ≡ | IESC | −39% | 0.05% |
| ≡ | VICR | +7% | 0.05% |
| ≡ | TWST | +130% | 0.05% |
| ≡ | REAL | +124% | 0.05% |
| ≡ | DLO | −1% | 0.05% |
| ≡ | VUG | +357% | 0.05% |
| ≡ | AEHR | −17% | 0.05% |
| ≡ | AMPX | +10% | 0.06% |
| ≡ | SEI | −4% | 0.06% |
| ≡ | SPHR | −20% | 0.06% |
| ≡ | VSEC | −29% | 0.06% |
| ≡ | CCJ | +241% | 0.06% |
| ≡ | BWXT | −3% | 0.06% |
| ≡ | BKD | +7% | 0.06% |
| ≡ | YOU | −10% | 0.06% |
| ≡ | MOD | +1% | 0.07% |
| ≡ | AGX | −43% | 0.07% |
| ≡ | POWL | +67% | 0.07% |
| ≡ | FROG | +360% | 0.07% |
| ≡ | LASR | +49% | 0.08% |
| ≡ | NU | −38% | 0.09% |
| ≡ | BELFB | −24% | 0.09% |
| ≡ | BE | −39% | 0.11% |
| ≡ | CECO | −4% | 0.11% |
| ≡ | WULF | +429% | 0.12% |
| ≡ | DOCN | +5% | 0.14% |
| ≡ | SNPS | −94% | 0.16% |
| ≡ | ACWI | −61% | 0.16% |
| ≡ | ACN | −89% | 0.16% |
| ≡ | ZTS | −92% | 0.2% |
| ≡ | ASML | −4% | 0.26% |
| ≡ | SPOT | −24% | 0.32% |
| ≡ | UBER | −81% | 0.35% |
| ≡ | MELI | −25% | 0.38% |
| ≡ | AON | −88% | 0.47% |
| ≡ | ROL | −27% | 0.57% |
| ≡ | IWF | +51% | 0.66% |
| ≡ | EME | Newly reported | 0.74% |
| ≡ | HWM | Newly reported | 1.06% |
| ≡ | ATI | Newly reported | 1.39% |
| ≡ | ISRG | −26% | 1.53% |
| ≡ | META | −31% | 1.6% |
| ≡ | GEV | Newly reported | 1.99% |
| ≡ | ABNB | −27% | 2.03% |
| ≡ | TSM | +187% | 2.06% |
| ≡ | CSGP | −30% | 2.14% |
| ≡ | GE | Newly reported | 2.22% |
| ≡ | IDXX | −24% | 2.41% |
| ≡ | SBUX | −30% | 3.13% |
| ≡ | LRCX | −19% | 3.21% |
| ≡ | MSCI | −28% | 3.24% |
| ≡ | SHOP | −27% | 4.5% |
| ≡ | ORCL | −29% | 4.51% |
| ≡ | NOW | −26% | 4.59% |
| ≡ | MA | −26% | 5.05% |
| ≡ | V | −26% | 5.34% |
| ≡ | AMZN | −28% | 5.77% |
| ≡ | AVGO | −27% | 6.38% |
| ≡ | GOOG(L) | SELL | 6.67% |
| ≡ | MSFT | −26% | 6.74% |
| ≡ | NVDA | −3% | 6.86% |
| ≡ | LLY | −27% | 6.89% |
13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.