Polen Capital: Stock Portfolio, Performance and Latest Trades
13F portfolio value
$11.6B
219 holdings at Q2 2026
Polen Capital's portfolio
As of Q2 2026, filed August 4, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 6.89% | $741.75 | +57.7% | $1,169.60 | Reduced −27% | |
Nvidia Corp.NVDA | 6.86% | $174.18 | +32.3% | $230.48 | Reduced −3.1% |
Microsoft Corp.MSFT | 6.74% | $182.71 | +186% | $522.61 | Reduced −26% |
Alphabet Inc.GOOG | 6.59% | $52.57 | +556% | $344.86 | Reduced −27% |
Broadcom Inc.AVGO | 6.38% | $306.78 | +17.4% | $360.14 | Reduced −27% |
Amazon.com Inc.AMZN | 5.77% | $143.44 | +77.1% | $254.06 | Reduced −28% |
| 5.34% | $148.59 | +152% | $375.10 | Reduced −26% | |
| 5.05% | $246.66 | +133% | $574.76 | Reduced −26% | |
| 4.59% | $99.53 | +40.4% | $139.75 | Reduced −26% | |
Oracle Corp.ORCL | 4.51% | $152.62 | −11.1% | $135.69 | Reduced −29% |
Shopify Inc.SHOP | 4.50% | $68.29 | +141% | $164.56 | Reduced −27% |
MSCI Inc.MSCI | 3.24% | $509.92 | +10.1% | $561.67 | Reduced −28% |
| 3.21% | $223.59 | +43.4% | $320.59 | Reduced −19% | |
Starbucks Corp.SBUX | 3.13% | $95.53 | −2.4% | $93.21 | Reduced −30% |
| 2.41% | $478.19 | +7.3% | $513.14 | Reduced −23% | |
| 2.22% | $313.08 | −2.4% | $305.62 | New | |
| 2.14% | $61.23 | −51.3% | $29.81 | Reduced −30% | |
| 2.06% | $351.59 | +30.3% | $457.99 | Added +187% | |
Airbnb Inc.ABNB | 2.03% | $154.67 | +5.5% | $163.23 | Reduced −27% |
| 1.99% | $1,020.67 | −2.1% | $999.35 | New | |
| 1.60% | $640.86 | +12.5% | $720.89 | Reduced −31% | |
| 1.53% | $532.37 | −22.0% | $415.41 | Reduced −26% | |
Ati Inc.ATI | 1.39% | $169.52 | +11.0% | $188.13 | New |
| 1.06% | $256.80 | −13.3% | $222.56 | New | |
| 0.74% | $845.95 | −8.0% | $778.24 | New | |
| 0.66% | $337.95 | — | — | Added +51% | |
Rollins Inc.ROL | 0.57% | $59.51 | −45.8% | $32.26 | Reduced −27% |
| 0.47% | $348.90 | −20.6% | $277.12 | Reduced −88% | |
| 0.38% | $1,709.00 | +8.6% | $1,856.66 | Reduced −25% | |
| 0.35% | $93.47 | −24.9% | $70.24 | Reduced −80% | |
| 0.32% | $563.78 | −6.6% | $526.42 | Reduced −24% | |
| 0.26% | $946.03 | +87.1% | $1,769.79 | Reduced −4.0% | |
Zoetis Inc.ZTS | 0.20% | $135.53 | −46.1% | $73.08 | Reduced −92% |
| 0.16% | $139.78 | +49.1% | $208.36 | Reduced −89% | |
| 0.16% | $136.76 | +16.8% | $159.79 | Reduced −61% | |
Synopsys Inc.SNPS | 0.16% | $565.30 | −11.9% | $497.75 | Reduced −94% |
| 0.14% | $66.71 | +85.7% | $123.90 | Added +5.3% | |
Terawulf Inc.WULF | 0.12% | $21.46 | −36.4% | $13.65 | Added +429% |
| 0.11% | $52.13 | +25.7% | $65.55 | Reduced −3.7% | |
| 0.11% | $32.36 | +743% | $272.82 | Reduced −39% | |
Bel Fuse Inc Class ABELFB | 0.09% | $145.12 | +67.1% | $242.50 | Reduced −24% |
| 0.09% | $13.10 | +17.4% | $15.38 | Reduced −38% | |
Alphabet Inc.GOOGL | 0.09% | $62.94 | +453% | $348.29 | Reduced −1.4% |
Nlight Inc.LASR | 0.08% | $43.52 | −12.0% | $38.31 | Added +49% |
Jfrog Ltd.FROG | 0.07% | $62.34 | +56.0% | $97.25 | Added +360% |
| 0.07% | $240.88 | — | — | Added +67% | |
Argan Inc.AGX | 0.07% | $180.20 | +121% | $398.66 | Reduced −43% |
| 0.07% | $148.20 | +22.7% | $181.89 | Added +1.0% | |
| 0.06% | $38.08 | +13.1% | $43.08 | Reduced −9.7% | |
| 0.06% | $11.10 | −1.9% | $10.89 | Added +7.3% | |
| 0.06% | $129.94 | +9.4% | $142.22 | Reduced −3.0% | |
Cameco Corp.CCJ | 0.06% | $94.91 | −8.2% | $87.12 | Added +241% |
Vse Corp.VSEC | 0.06% | $138.98 | +22.3% | $169.97 | Reduced −29% |
| 0.06% | $90.60 | +20.6% | $109.25 | Reduced −20% | |
| 0.06% | $52.14 | +40.1% | $73.08 | Reduced −4.0% | |
| 0.06% | $10.29 | −8.8% | $9.39 | Added +10% | |
| 0.05% | $25.08 | +248% | $87.21 | Reduced −17% | |
| 0.05% | $167.44 | — | — | Added +357% | |
Dlocal Ltd.DLO | 0.05% | $14.47 | +3.7% | $15.00 | Reduced −0.6% |
| 0.05% | $10.87 | −11.5% | $9.62 | Added +124% | |
| 0.05% | $56.28 | +170% | $152.05 | Added +130% | |
Vicor Corp.VICR | 0.05% | $172.67 | +51.9% | $262.32 | Added +7.4% |
| 0.05% | $311.49 | — | — | Reduced −39% | |
| 0.04% | $73.91 | +124% | $165.56 | Reduced −1.0% | |
| 0.04% | $13.33 | −26.9% | $9.74 | Added +298% | |
| 0.04% | $19.71 | −12.8% | $17.19 | Reduced −30% | |
| 0.04% | $57.51 | +25.6% | $72.25 | Added +35% | |
Netflix Inc.NFLX | 0.04% | $38.93 | +83.8% | $71.57 | Reduced −18% |
| 0.04% | $3.90 | −7.2% | $3.62 | New | |
| 0.04% | $19.05 | +42.9% | $27.22 | Added +607% | |
| 0.04% | $114.32 | +85.8% | $212.40 | Reduced −57% | |
| 0.04% | $292.92 | +32.2% | $387.10 | Reduced −46% | |
SitimeSITM | 0.04% | $367.93 | +75.3% | $645.06 | Reduced −22% |
| 0.03% | $3.10 | +159% | $8.03 | Added +18% | |
Axt Inc.AXTI | 0.03% | $26.85 | +167% | $71.66 | Added +6.8% |
Tesla Inc.TSLA | 0.03% | $326.67 | +14.8% | $375.00 | Added +22% |
| 0.03% | $38.59 | −38.2% | $23.85 | New | |
| 0.03% | $50.76 | +1.4% | $51.45 | Added +302% | |
| 0.03% | $8.00 | −31.2% | $5.50 | Reduced −8.1% | |
| 0.03% | $192.82 | −17.7% | $158.78 | Reduced −29% | |
| 0.03% | $10.22 | −22.1% | $7.96 | Reduced −0.8% | |
Aar Corp.AIR | 0.03% | $110.85 | −8.4% | $101.58 | Added +45% |
| 0.03% | $319.19 | −6.7% | $297.86 | Reduced −34% | |
| 0.03% | $5.15 | −14.1% | $4.43 | Added +53% | |
| 0.03% | $18.14 | +96.0% | $35.54 | Added +13% | |
Astronics Corp.ATRO | 0.03% | $28.70 | +125% | $64.45 | Reduced −7.1% |
Littelfuse Inc.LFUS | 0.03% | $356.34 | +19.4% | $425.30 | Added +41% |
| 0.03% | $48.66 | −20.3% | $38.78 | Added +27% | |
| 0.03% | $29.84 | +35.0% | $40.28 | Added +89% | |
| 0.03% | $13.04 | −48.0% | $6.78 | New | |
| 0.03% | $50.24 | +75.1% | $87.95 | Reduced −6.9% | |
| 0.03% | $644.74 | +20.0% | $773.93 | Added +6.9% | |
| 0.03% | $8.05 | −28.6% | $5.75 | Added +13% | |
| 0.03% | $130.16 | +3.4% | $134.52 | New | |
| 0.02% | $57.53 | −56.4% | $25.06 | New | |
| 0.02% | $40.90 | +3.2% | $42.20 | Added +0.3% | |
| 0.02% | $86.14 | +22.9% | $105.90 | Added +29% | |
Proto Labs Inc.PRLB | 0.02% | $57.27 | +61.0% | $92.21 | Reduced −6.9% |
| 0.02% | $69.95 | +66.5% | $116.44 | Reduced −0.4% | |
| 0.02% | $168.44 | +136% | $397.27 | Reduced −6.3% | |
| 0.02% | $45.64 | −12.8% | $39.80 | New | |
| 0.02% | $9.08 | +54.2% | $14.00 | New | |
| 0.02% | $56.24 | +149% | $139.91 | Reduced −6.9% | |
| 0.02% | $14.88 | −6.8% | $13.87 | Added +107% | |
Azz Inc.AZZ | 0.02% | $128.90 | +5.8% | $136.38 | Added +20% |
| 0.02% | $6.88 | +64.3% | $11.30 | Added +449% | |
| 0.02% | $60.92 | +75.5% | $106.91 | Added +34% | |
| 0.02% | $95.24 | −7.3% | $88.33 | Reduced −15% | |
| 0.02% | $16.06 | +41.2% | $22.68 | Added +37% | |
Five9 Inc.FIVN | 0.02% | $19.74 | +78.1% | $35.15 | New |
Carvana Co.CVNA | 0.02% | $118.94 | — | — | Added +410% |
| 0.02% | $62.54 | +30.1% | $81.35 | Added +1.8% | |
| 0.02% | $309.35 | −14.8% | $263.55 | Reduced −28% | |
| 0.02% | $34.71 | +7.0% | $37.14 | New | |
| 0.02% | $67.03 | +66.7% | $111.72 | Reduced −29% | |
| 0.02% | $26.73 | −42.9% | $15.27 | New | |
Rocket Lab Corp.RKLB | 0.02% | $63.64 | +7.5% | $68.40 | Reduced −3.4% |
Sea Ltd.SE | 0.02% | $144.78 | −35.8% | $92.89 | Reduced −30% |
| 0.02% | $11.27 | +132% | $26.09 | Reduced −12% | |
Novanta Inc.NOVT | 0.02% | $144.62 | −5.7% | $136.33 | New |
Semtech Corp.SMTC | 0.02% | $106.92 | +75.4% | $187.49 | Added +104% |
| 0.02% | $45.49 | +57.3% | $71.57 | New | |
| 0.02% | $63.72 | +17.5% | $74.85 | Added +8.1% | |
| 0.02% | $47.03 | −27.6% | $34.04 | Reduced −33% | |
| 0.02% | $20.54 | −13.6% | $17.74 | New | |
| 0.02% | $91.32 | +4.5% | $95.41 | New | |
| 0.02% | $72.21 | −13.4% | $62.56 | New | |
| 0.02% | $26.80 | +10.4% | $29.58 | Added +17% | |
Graham Corp.GHM | 0.02% | $72.08 | +13.1% | $81.55 | Reduced −11% |
| 0.02% | $44.34 | +17.4% | $52.04 | New | |
| 0.02% | $62.61 | −3.2% | $60.61 | Reduced −7.3% | |
Wolfspeed Inc.WOLF | 0.02% | $43.53 | −28.7% | $31.02 | New |
| 0.02% | $13.96 | −4.0% | $13.40 | Added +54% | |
Adeia Inc.ADEA | 0.01% | $29.51 | −18.3% | $24.11 | New |
| 0.01% | $25.67 | +40.2% | $35.98 | Reduced −11% | |
| 0.01% | $38.00 | +206% | $116.19 | Reduced −16% | |
| 0.01% | $21.46 | +155% | $54.75 | Added +51% | |
| 0.01% | $539.56 | −6.0% | $507.29 | Added +75% | |
| 0.01% | $40.39 | +94.0% | $78.35 | New | |
Adobe Inc.ADBE | 0.01% | $322.28 | −25.2% | $241.05 | Reduced −36% |
| 0.01% | $30.16 | +131% | $69.63 | Reduced −35% | |
| 0.01% | $12.90 | −2.9% | $12.52 | New | |
| 0.01% | $36.48 | −10.3% | $32.71 | New | |
| 0.01% | $14.30 | +559% | $94.26 | Reduced −14% | |
| 0.01% | $3.88 | −4.8% | $3.69 | New | |
Velo3d Inc.VELO | 0.01% | $10.68 | −15.9% | $8.98 | Added +21% |
Openlane Inc.OPLN | 0.01% | $21.12 | +68.9% | $35.68 | Reduced −7.2% |
| 0.01% | $14.36 | −32.3% | $9.72 | New | |
| 0.01% | $68.29 | −6.8% | $63.64 | Added +16% | |
| 0.01% | $139.24 | +14.0% | $158.73 | Added +17% | |
| 0.01% | $13.19 | +18.4% | $15.61 | Reduced −37% | |
FabrinetFN | 0.01% | $518.45 | −6.0% | $487.33 | Added +8.1% |
Twilio Inc.TWLO | 0.01% | $142.92 | +92.9% | $275.77 | Added +106% |
| 0.01% | $170.86 | −6.0% | $160.57 | New | |
| 0.01% | $24.75 | −6.1% | $23.24 | New | |
| 0.01% | $44.17 | +18.0% | $52.10 | New | |
| 0.01% | $33.09 | −15.7% | $27.90 | Reduced −68% | |
| 0.01% | $21.53 | +53.7% | $33.10 | New | |
| 0.01% | $195.96 | −13.2% | $170.08 | Added +111% | |
| 0.01% | $27.10 | +36.5% | $36.98 | New | |
| 0.01% | $62.59 | +47.0% | $92.03 | Reduced −37% | |
| 0.01% | $666.64 | +6.7% | $711.28 | New | |
Rxo Inc.RXO | 0.01% | $22.08 | +31.0% | $28.93 | New |
Whitefiber Inc.WYFI | 0.01% | $24.18 | −34.9% | $15.75 | New |
| 0.01% | $24.19 | −30.3% | $16.85 | New | |
| 0.01% | $10.14 | −26.1% | $7.49 | Reduced −7.1% | |
| 0.01% | $54.34 | +30.7% | $71.00 | Added +61% | |
| 0.01% | $7.07 | −60.0% | $2.83 | Added +22% | |
| 0.01% | $74.35 | +10.9% | $82.43 | Added +127% | |
| 0.01% | $47.67 | −39.0% | $29.07 | New | |
Apple Inc.AAPL | 0.01% | $224.47 | +51.7% | $340.42 | Reduced −29% |
| 0.01% | $10.58 | +4.4% | $11.04 | New | |
| 0.01% | $13.51 | +10.6% | $14.94 | Added +253% | |
| 0.01% | $275.40 | +17.0% | $322.21 | Added +93% | |
| 0.01% | $35.80 | +33.4% | $47.77 | Reduced −1.1% | |
| 0.01% | $59.37 | +29.9% | $77.15 | Added +88% | |
| 0.01% | $103.58 | +3.7% | $107.44 | New | |
| 0.01% | $13.17 | +29.6% | $17.07 | Added +34% | |
Xpo Inc.XPO | 0.01% | $211.61 | −14.0% | $181.95 | New |
Glaukos Corp.GKOS | 0.01% | $126.51 | +27.5% | $161.29 | New |
Camtek Ltd.CAMT | 0.01% | $177.28 | −15.1% | $150.50 | New |
| 0.01% | $118.11 | +56.5% | $184.87 | Added +66% | |
| 0.01% | $11.94 | −27.4% | $8.67 | Reduced −47% | |
Formfactor Inc.FORM | 0.00% | $132.67 | +3.4% | $137.13 | New |
| 0.00% | $306.76 | +17.1% | $359.22 | Added +116% | |
| 0.00% | $349.69 | −18.7% | $284.24 | New | |
| 0.00% | $65.82 | +2.0% | $67.16 | Added +164% | |
| 0.00% | $73.86 | −17.8% | $60.74 | New | |
| 0.00% | $2.64 | −3.9% | $2.54 | New | |
| 0.00% | $129.05 | −3.2% | $124.98 | New | |
| 0.00% | $4.68 | −49.8% | $2.35 | New | |
Rubrik Inc.RBRK | 0.00% | $62.89 | +92.2% | $120.89 | New |
| 0.00% | $71.39 | +13.9% | $81.35 | New | |
| 0.00% | $10.21 | −26.5% | $7.50 | New | |
| 0.00% | $29.94 | +8.2% | $32.40 | New | |
| 0.00% | $219.08 | +1.5% | $222.45 | New | |
Natera Inc.NTRA | 0.00% | $168.46 | +132% | $390.79 | Added +28% |
Sandisk Corp.SNDK | 0.00% | $200.29 | +704% | $1,609.46 | Reduced −57% |
Ooma Inc.OOMA | 0.00% | $17.15 | +17.2% | $20.10 | New |
| 0.00% | $111.85 | +52.9% | $171.06 | Reduced −20% | |
| 0.00% | $136.04 | +6.7% | $145.13 | New | |
| 0.00% | $95.27 | −17.6% | $78.52 | New | |
| 0.00% | $24.99 | −15.0% | $21.24 | New | |
| 0.00% | $111.34 | — | — | Added +87% | |
| 0.00% | $29.55 | +15.8% | $34.21 | New | |
| 0.00% | $73.28 | +105% | $150.57 | New | |
| 0.00% | $43.88 | +48.2% | $65.04 | Reduced −91% | |
| 0.00% | $93.76 | +5.0% | $98.49 | Reduced −79% | |
Millerknoll Inc.MLKN | 0.00% | $19.66 | +5.7% | $20.77 | Reduced −53% |
| 0.00% | $29.01 | −6.5% | $27.11 | New | |
| 0.00% | $32.12 | +63.2% | $52.43 | New | |
| 0.00% | $409.99 | +51.4% | $620.68 | New | |
Sanmina Corp.SANM | 0.00% | $219.13 | −3.9% | $210.48 | New |
Etsy Inc.ETSY | 0.00% | $64.46 | +16.6% | $75.14 | New |
| 0.00% | $61.48 | +71.0% | $105.13 | Reduced −93% | |
| 0.00% | $6.12 | −6.3% | $5.73 | New | |
Backblaze Inc-ABLZE | 0.00% | $6.92 | +87.8% | $12.99 | New |
| 0.00% | $892.05 | +17.5% | $1,048.60 | New | |
| 0.00% | $103.56 | −59.4% | $42.04 | Reduced −99% |
Polen Capital's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
Zoetis Inc.ZTS | Reduced −92% | −3,902,656 | $23M |
| Reduced −88% | −1,190,018 | $54.4M | |
Microsoft Corp.MSFT | Reduced −26% | −747,275 | $782.8M |
| Reduced −30% | −3,811,054 | $248.1M | |
| New | +690,493 | $258.1M | |
| Reduced −89% | −1,201,948 | $19M | |
Synopsys Inc.SNPS | Reduced −94% | −629,966 | $18.4M |
| New | +196,612 | $231M | |
| Reduced −26% | −1,899,281 | $533.2M | |
Shopify Inc.SHOP | Reduced −27% | −1,729,216 | $522.7M |
Oracle Corp.ORCL | Reduced −29% | −1,449,998 | $523.8M |
| Reduced −26% | −399,430 | $586.5M | |
| Added +187% | +326,524 | $239.4M | |
| Reduced −80% | −2,347,865 | $41.1M | |
Ati Inc.ATI | New | +819,236 | $161.5M |
| Reduced −19% | −195,459 | $372.2M | |
Amazon.com Inc.AMZN | Reduced −28% | −1,086,786 | $669.7M |
MSCI Inc.MSCI | Reduced −28% | −257,712 | $376.2M |
| New | +457,124 | $122.9M | |
| Reduced −26% | −640,143 | $619.5M | |
| Reduced −23% | −163,427 | $280.3M | |
| Reduced −26% | −158,882 | $178.1M | |
| Added +51% | +206,776 | $76.2M | |
Broadcom Inc.AVGO | Reduced −27% | −737,358 | $740.5M |
Starbucks Corp.SBUX | Reduced −30% | −1,504,715 | $362.9M |
| Reduced −31% | −147,090 | $185.6M | |
| New | +103,123 | $85.6M | |
Nvidia Corp.NVDA | Reduced −3.1% | −125,801 | $796M |
Alphabet Inc.GOOG | Reduced −27% | −781,419 | $765M |
Airbnb Inc.ABNB | Reduced −27% | −623,863 | $236.1M |
Rollins Inc.ROL | Reduced −27% | −586,775 | $66.4M |
| Reduced −27% | −247,645 | $799.9M | |
| Reduced −99% | −574,989 | $202.7K | |
| Reduced −61% | −185,875 | $18.9M | |
| Reduced −25% | −8,526 | $44M | |
| Reduced −24% | −25,851 | $37.5M | |
Terawulf Inc.WULF | Added +429% | +456,764 | $13.9M |
| Reduced −4.0% | −645 | $30.7M | |
Intuit Inc.INTU | Sold out | −19,853 | — |
| Added +5.3% | +5,144 | $15.9M | |
Jfrog Ltd.FROG | Added +360% | +72,877 | $8.5M |
| Reduced −38% | −464,491 | $10.1M | |
| Reduced −57% | −37,901 | $4.4M | |
Fastly Inc.FSLY | Sold out | −238,518 | — |
| Sold out | −96,813 | — | |
| Sold out | −60,661 | — | |
| Sold out | −72,894 | — | |
| Sold out | −77,419 | — | |
Cameco Corp.CCJ | Added +241% | +48,758 | $7M |
| New | +709,189 | $4.6M | |
| Added +130% | +31,273 | $5.7M | |
| Added +298% | +235,421 | $5.1M | |
Nlight Inc.LASR | Added +49% | +43,657 | $9.3M |
| Added +607% | +167,862 | $4.6M | |
| Reduced −3.7% | −5,254 | $12.5M | |
| Added +35% | +8,481 | $4.9M | |
| Added +124% | +274,691 | $5.9M | |
| Sold out | −30,831 | — | |
| New | +98,328 | $3.7M | |
| Sold out | −105,634 | — | |
| Sold out | −44,066 | — | |
Vicor Corp.VICR | Added +7.4% | +1,025 | $5.7M |
| Reduced −17% | −13,239 | $6.4M | |
| Added +302% | +36,286 | $3.7M | |
| Reduced −39% | −26,393 | $12.4M | |
Netflix Inc.NFLX | Reduced −18% | −15,146 | $4.9M |
| Reduced −91% | −41,932 | $298.1K | |
| New | +236,939 | $3.1M | |
| New | +18,948 | $2.9M | |
| New | +30,787 | $2.9M | |
| New | +50,328 | $2.8M | |
| New | +220,751 | $2.8M | |
| Sold out | −106,069 | — | |
Five9 Inc.FIVN | New | +117,256 | $2.5M |
| Reduced −93% | −32,814 | $222K | |
| New | +58,485 | $2.4M | |
| Added +18% | +74,242 | $4M | |
| Added +449% | +278,303 | $2.7M | |
Bel Fuse Inc Class ABELFB | Reduced −24% | −10,494 | $10.9M |
| New | +61,827 | $2.3M | |
| Reduced −34% | −6,543 | $3.4M | |
Novanta Inc.NOVT | New | +13,366 | $2.2M |
| New | +28,293 | $2.2M | |
| Sold out | −29,265 | — | |
| New | +63,514 | $2M | |
| Added +89% | +36,224 | $3.1M | |
| New | +16,975 | $2M | |
| New | +24,916 | $2M | |
Iradimed Corp.IRMD | Sold out | −20,744 | — |
Celcuity Inc.CELC | Sold out | −17,181 | — |
| Reduced −68% | −79,935 | $1.1M | |
| New | +34,315 | $1.9M | |
| Reduced −1.0% | −353 | $5.2M | |
| Added +53% | +169,471 | $3.3M | |
| Sold out | −119,574 | — | |
Wolfspeed Inc.WOLF | New | +38,219 | $1.8M |
Alphabet Inc.GOOGL | Reduced −1.4% | −385 | $9.9M |
Figs Inc-Class AFIGS | Sold out | −121,437 | — |
| Added +107% | +75,582 | $2.7M | |
| Reduced −4.0% | −3,351 | $6.5M | |
Adeia Inc.ADEA | New | +52,575 | $1.7M |
SitimeSITM | Reduced −22% | −1,546 | $4.1M |
Shake Shack Inc.SHAK | Sold out | −18,840 | — |
Semtech Corp.SMTC | Added +104% | +6,800 | $2.2M |
Argan Inc.AGX | Reduced −43% | −7,767 | $8.2M |
| Reduced −29% | −7,425 | $3.5M | |
| Added +29% | +4,359 | $2.9M | |
Aar Corp.AIR | Added +45% | +7,353 | $3.4M |
| New | +40,133 | $1.6M | |
| Added +1.0% | +293 | $7.8M | |
Irsa -SP ADRIRS | Sold out | −94,136 | — |
Littelfuse Inc.LFUS | Added +41% | +2,057 | $3.2M |
| Added +7.3% | +30,708 | $7.3M | |
| Added +13% | +12,788 | $3.2M | |
| New | +111,273 | $1.4M | |
| Sold out | −16,849 | — | |
| New | +31,943 | $1.4M | |
| New | +243,378 | $1.3M | |
Adobe Inc.ADBE | Reduced −36% | −4,287 | $1.6M |
Nuvalent Inc.670703107 | Sold out | −12,744 | — |
| Added +34% | +8,475 | $2.6M | |
| New | +79,540 | $1.3M | |
| Reduced −79% | −11,925 | $286.4K | |
| Sold out | −11,713 | — | |
| Sold out | −65,301 | — | |
| Sold out | −13,098 | — | |
Ionq Inc.IONQ | Sold out | −42,109 | — |
| Sold out | −97,186 | — | |
| New | +6,705 | $1.1M | |
| New | +38,252 | $1.1M | |
| Sold out | −11,267 | — | |
| New | +19,995 | $1.1M | |
| Added +67% | +11,696 | $8.4M | |
| New | +38,701 | $1.1M | |
| New | +29,615 | $1.1M | |
| Sold out | −26,775 | — | |
| New | +1,518 | $1M | |
| Sold out | −2,553 | — | |
| Reduced −30% | −64,703 | $4.9M | |
Tesla Inc.TSLA | Added +22% | +1,606 | $3.8M |
| Sold out | −32,323 | — | |
Rxo Inc.RXO | New | +37,400 | $1M |
Whitefiber Inc.WYFI | New | +26,281 | $1M |
Xometry Inc.XMTR | Sold out | −24,564 | — |
| Reduced −20% | −9,764 | $6.7M | |
| New | +34,229 | $987.8K | |
Axt Inc.AXTI | Added +6.8% | +3,339 | $3.8M |
Fluor Corp.FLR | Sold out | −21,011 | — |
Winmark Corp.WINA | Sold out | −2,283 | — |
| Added +27% | +10,988 | $3.2M | |
| Sold out | −6,106 | — | |
| Added +37% | +40,046 | $2.5M | |
Stride Inc.LRN | Sold out | −10,571 | — |
Vse Corp.VSEC | Reduced −29% | −12,187 | $6.8M |
| Sold out | −13,192 | — | |
| Reduced −33% | −29,310 | $2.1M | |
| New | +19,146 | $907.7K | |
Cantor Equity Partners II InG1827P106 | Sold out | −82,865 | — |
| Reduced −35% | −12,129 | $1.5M | |
| Added +51% | +15,241 | $1.6M | |
Azz Inc.AZZ | Added +20% | +2,926 | $2.7M |
| Reduced −6.3% | −466 | $2.8M | |
| Sold out | −58,674 | — | |
Twilio Inc.TWLO | Added +106% | +2,864 | $1.1M |
| Reduced −28% | −2,791 | $2.4M | |
Rocket Lab Corp.RKLB | Reduced −3.4% | −804 | $2.3M |
| New | +45,590 | $795.5K | |
| Added +54% | +35,089 | $1.8M | |
| Reduced −47% | −54,971 | $588.1K | |
| Sold out | −30,642 | — | |
| Added +75% | +893 | $1.6M | |
| Sold out | −7,422 | — | |
| Added +111% | +2,352 | $1.1M | |
| Reduced −46% | −5,675 | $4.2M | |
Velo3d Inc.VELO | Added +21% | +12,989 | $1.3M |
| Sold out | −25,499 | — | |
| New | +5,277 | $717.6K | |
Proto Labs Inc.PRLB | Reduced −6.9% | −2,583 | $2.9M |
Xpo Inc.XPO | New | +3,396 | $697.2K |
| Added +357% | +57,170 | $6.3M | |
Dave Inc.DAVE | Sold out | −3,869 | — |
Glaukos Corp.GKOS | New | +4,818 | $673.4K |
Camtek Ltd.CAMT | New | +4,113 | $670.9K |
| Sold out | −40,631 | — | |
| Added +10% | +43,453 | $6.5M | |
| Added +17% | +8,940 | $2M | |
| Added +253% | +33,287 | $787.3K | |
| Reduced −3.0% | −1,149 | $7.2M | |
| Sold out | −23,926 | — | |
| Reduced −12% | −13,594 | $2.2M | |
Formfactor Inc.FORM | New | +3,591 | $574.3K |
| Sold out | −33,406 | — | |
| Sold out | −15,959 | — | |
| Added +127% | +5,214 | $909.8K | |
| Reduced −16% | −2,205 | $1.7M | |
| New | +1,503 | $560.4K | |
| Added +6.9% | +261 | $3M | |
Graham Corp.GHM | Reduced −11% | −1,961 | $2M |
| Reduced −7.3% | −1,783 | $1.9M | |
| Added +1.8% | +368 | $2.4M | |
| Added +93% | +985 | $779K | |
| New | +6,612 | $538.9K | |
| Sold out | −49,265 | — | |
| New | +241,160 | $535.4K | |
| New | +3,478 | $532K | |
| Added +13% | +37,403 | $3M | |
| New | +75,291 | $515.7K | |
Lemonade Inc.LMND | Sold out | −8,219 | — |
| Added +88% | +4,195 | $730.5K | |
Sea Ltd.SE | Reduced −30% | −9,755 | $2.2M |
Rubrik Inc.RBRK | New | +6,201 | $497.8K |
| Sold out | −6,409 | — | |
| New | +6,987 | $483.8K | |
Thermon Group Holdings Inc.88362T103 | Sold out | −9,466 | — |
| Reduced −8.1% | −22,081 | $3.5M | |
| New | +35,742 | $466.4K | |
| Reduced −37% | −37,734 | $1.2M | |
| Sold out | −39,879 | — | |
| Sold out | −24,921 | — | |
| New | +13,760 | $457.8K | |
| New | +1,858 | $447.7K | |
| Reduced −0.4% | −120 | $2.8M | |
| Reduced −37% | −7,002 | $1.1M | |
Ascendis Pharma A/S04351P101 | Sold out | −1,812 | — |
| Sold out | −174,708 | — | |
| Reduced −0.8% | −3,096 | $3.4M | |
Ooma Inc.OOMA | New | +21,039 | $404.4K |
| Added +61% | +5,563 | $937.9K | |
Deluxe Corp.DLX | Sold out | −14,157 | — |
Annexon Inc.ANNX | Sold out | −70,152 | — |
| Added +22% | +26,589 | $930.3K | |
| Sold out | −6,775 | — | |
| Sold out | −16,613 | — | |
| Sold out | −22,120 | — | |
| Added +16% | +2,058 | $1.2M | |
Astronics Corp.ATRO | Reduced −7.1% | −3,031 | $3.2M |
| Added +66% | +1,655 | $631.3K | |
| Added +34% | +9,059 | $714.7K | |
| New | +2,616 | $357.3K | |
| New | +2,904 | $355.2K | |
| Added +8.1% | +2,079 | $2.1M | |
| Sold out | −7,483 | — | |
| Reduced −39% | −4,678 | $5.3M | |
Skywater Technology Inc.83089J108 | Sold out | −12,715 | — |
| Added +116% | +791 | $566K | |
| Reduced −6.9% | −2,494 | $3M | |
| Sold out | −4,975 | — | |
| New | +12,442 | $330K | |
| Added +0.3% | +181 | $2.9M | |
Ses Ai Corp.SES | Sold out | −320,271 | — |
| New | +8,659 | $306.4K | |
Openlane Inc.OPLN | Reduced −7.2% | −2,391 | $1.3M |
| New | +3,828 | $301.6K | |
| Added +164% | +5,269 | $541.2K | |
| Added +17% | +1,119 | $1.2M | |
| Reduced −9.7% | −14,127 | $7.3M | |
| Reduced −15% | −4,038 | $2.6M | |
| New | +8,672 | $254.1K | |
First Solar Inc.FSLR | Sold out | −1,275 | — |
| New | +6,750 | $247.2K | |
| Sold out | −1,549 | — | |
| New | +417 | $242.2K | |
| Reduced −29% | −11,645 | $2.4M | |
| Sold out | −21,246 | — | |
| Sold out | −1,215 | — | |
Sanmina Corp.SANM | New | +886 | $224.2K |
Etsy Inc.ETSY | New | +2,968 | $223.6K |
| New | +32,520 | $221.8K | |
| Reduced −6.9% | −1,686 | $2.8M | |
Backblaze Inc-ABLZE | New | +13,268 | $210.4K |
| Sold out | −2,286 | — | |
| New | +243 | $208.5K | |
Qxo Inc.QXO | Sold out | −10,692 | — |
| Sold out | −4,388 | — | |
| Reduced −11% | −7,546 | $1.7M | |
| Reduced −14% | −5,885 | $1.4M | |
Apple Inc.AAPL | Reduced −29% | −1,160 | $836.7K |
Natera Inc.NTRA | Added +28% | +358 | $441.6K |
FabrinetFN | Added +8.1% | +157 | $1.2M |
Carvana Co.CVNA | Added +410% | +30,156 | $2.5M |
| Sold out | −40,345 | — | |
Sandisk Corp.SNDK | Reduced −57% | −260 | $438.8K |
Millerknoll Inc.MLKN | Reduced −53% | −13,839 | $255.1K |
| Sold out | −17,474 | — | |
| Reduced −1.1% | −151 | $750.2K | |
| Reduced −20% | −358 | $379.8K | |
Dlocal Ltd.DLO | Reduced −0.6% | −2,822 | $5.9M |
| Reduced −7.1% | −5,396 | $977.1K | |
| Added +87% | +2,403 | $317.9K |
Polen Capital's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 37% |
| Industrials | 17% |
| Health Care | 12% |
| Consumer Discretionary | 11% |
| Financials | 11% |
| Communication Services | 8.7% |
| Materials | 2.6% |
| Other | 0.9% |
| Real Estate | 0.0% |
| Consumer Staples | 0.0% |
| Energy | 0.0% |
| Utilities | 0.0% |
Portfolio performance: Polen Capital vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +12.4% | +2.4% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 94% of the portfolio value on average; the rest is left out of the return.
Polen Capital's most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
Alphabet Inc.GOOGL | 46 | 40 |
| 45 | 37 | |
| 29 | 23 | |
| 27 | 25 | |
| 27 | 25 | |
| 25 | 27 | |
| 27 | 25 | |
| 28 | 23 | |
| 26 | 24 | |
Adobe Inc.ADBE | 28 | 18 |
Starbucks Corp.SBUX | 27 | 18 |
| 31 | 11 | |
Oracle Corp.ORCL | 24 | 17 |
| 18 | 22 | |
| 21 | 17 |