Polen Capital: Stock Portfolio, Performance and Latest Trades
13F portfolio value
$11.6B
219 holdings at Q2 2026
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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 |
|---|---|---|---|
| Reduced −42% | −684,867 | $756.1M | |
Apple Inc.AAPL | Reduced −57% | −3,488,399 | $595.6M |
Alphabet Inc.GOOG | Reduced −33% | −3,641,843 | $1.2B |
| Added +318% | +2,288,397 | $1.2B | |
Amazon.com Inc.AMZN | Reduced −9.2% | −1,799,217 | $3.4B |
Netflix Inc.NFLX | Reduced −49% | −839,790 | $828.2M |
Starbucks Corp.SBUX | New | +5,133,440 | $503.5M |
| Reduced −84% | −5,403,842 | $69.6M | |
Microsoft Corp.MSFT | Reduced −7.3% | −469,776 | $2.2B |
| Added +35% | +459,182 | $1.4B | |
Shopify Inc.SHOP | Reduced −11% | −1,809,405 | $1.5B |
Adobe Inc.ADBE | Reduced −6.5% | −196,949 | $1.1B |
| Reduced −9.0% | −318,132 | $1B | |
Zoetis Inc.ZTS | Added +18% | +1,313,653 | $1.4B |
Workday Inc.WDAY | Reduced −8.0% | −343,117 | $921.2M |
MSCI Inc.MSCI | Reduced −8.1% | −164,100 | $1.1B |
Airbnb Inc.ABNB | Reduced −6.0% | −490,310 | $923M |
Alphabet Inc.GOOGL | Reduced −50% | −619,287 | $94.5M |
| Reduced −5.6% | −138,713 | $1.2B | |
| Reduced −46% | −457,245 | $145.7M | |
| Reduced −7.4% | −67,168 | $350.7M | |
| Added +185% | +237,953 | $123.9M | |
| Reduced −8.1% | −281,257 | $1.8B | |
| Reduced −10% | −1,302,786 | $1.5B | |
| Added +87% | +31,939 | $133.7M | |
| Reduced −23% | −118,097 | $139.2M | |
| Added +1.6% | +104,612 | $523.1M | |
Globant SAGLOB | Added +22% | +139,894 | $91.2M |
Icon PLCICLR | Reduced −11% | −76,458 | $111.1M |
| Reduced −8.4% | −555,023 | $2.1B | |
| Reduced −2.3% | −73,806 | $676.8M | |
| Reduced −7.8% | −88,018 | $543.4M | |
Oracle Corp.ORCL | Added +18% | +1,885,370 | $1.8B |
| Reduced −85% | −321,503 | $3.3M | |
| Added +87% | +919,182 | $28.5M | |
Unilever Plc-Sponsored ADR904767704 | Sold out | −244,122 | — |
| Reduced −63% | −24,457 | $5.4M | |
| Reduced −15% | −9,464 | $34.9M | |
| Added +21% | +66,994 | $44.8M | |
| Added +32% | +726,310 | $30.4M | |
| Reduced −47% | −144,247 | $3.4M | |
| Reduced −16% | −123,517 | $43.3M | |
| Reduced −20% | −152,995 | $56.6M | |
| Reduced −36% | −22,112 | $21.3M | |
| Reduced −54% | −172,751 | $2.7M | |
Monday.com Ltd.MNDY | Added +34% | +18,075 | $17.3M |
| Reduced −85% | −8,091 | $809.8K | |
| Reduced −14% | −39,450 | $10.5M | |
| Reduced −58% | −11,325 | $2.2M | |
| Reduced −29% | −217,651 | $4.9M | |
| Sold out | −98,057 | — | |
| Added +13% | +7,852 | $4.4M | |
| Reduced −25% | −11,007 | $4.2M | |
| Reduced −9.8% | −15,105 | $5.4M | |
| Added +51% | +8,243 | $7.5M | |
Repligen Corp.RGEN | Reduced −24% | −9,654 | $3.9M |
| Reduced −19% | −59,473 | $12.3M | |
| Reduced −59% | −15,835 | $1.3M | |
Dlocal Ltd.DLO | Added +0.0% | +191 | $5.2M |
| Reduced −27% | −22,993 | $7.2M | |
| Added +318% | +17,730 | $2.3M | |
| Reduced −7.4% | −13,223 | $50.9M | |
Progyny Inc.PGNY | Added +0.3% | +798 | $5.8M |
| Reduced −1.3% | −899 | $7.8M | |
Tetra Tech Inc.TTEK | Reduced −67% | −29,101 | $411.3K |
| Sold out | −21,461 | — | |
| Reduced −35% | −36,899 | $4.2M | |
| Sold out | −41,273 | — | |
Bio-Techne Corp.TECH | Added +123% | +25,554 | $2.7M |
| Reduced −12% | −7,692 | $2.7M | |
| Sold out | −8,900 | — | |
| Reduced −10% | −3,704 | $5.2M | |
| Reduced −9.5% | −3,123 | $4.9M | |
| Sold out | −26,300 | — | |
| Sold out | −4,504 | — | |
| Reduced −6.5% | −8,107 | $3.3M | |
Autodesk Inc.ADSK | Reduced −53% | −2,719 | $642.8K |
| Reduced −7.9% | −10,784 | $6M | |
Saia Inc.SAIA | New | +2,464 | $861K |
| Sold out | −14,529 | — | |
Etsy Inc.ETSY | Sold out | −15,037 | — |
| Sold out | −4,248 | — | |
| Added +40% | +22,474 | $4.6M | |
| Sold out | −83,466 | — | |
| Sold out | −7,293 | — | |
| Reduced −54% | −7,398 | $394.2K | |
| Reduced −12% | −2,802 | $2.6M | |
Qualys Inc.QLYS | Reduced −10% | −1,959 | $2.1M |
Clearwater Analytics Hds-A185123106 | Reduced −11% | −15,137 | $3.3M |
| New | +5,242 | $480.8K | |
Lgi Homes Inc.LGIH | Reduced −9.8% | −1,577 | $965.3K |
| Reduced −6.0% | −3,324 | $7.8M | |
Rambus Inc.RMBS | Added +9.9% | +9,858 | $5.6M |
| New | +1,528 | $390.5K | |
| New | +2,226 | $385.2K | |
| New | +1,166 | $375.8K | |
| Reduced −63% | −4,234 | $305.6K | |
| Added +23% | +3,058 | $2.8M | |
Belden Inc.BDC | Added +27% | +6,483 | $3.1M |
| Added +0.1% | +47 | $4.5M | |
| Reduced −29% | −3,605 | $1M | |
Wingstop Inc.WING | New | +1,476 | $333K |
| Added +8.7% | +2,786 | $2.5M | |
| Added +14% | +2,604 | $4.8M | |
| Reduced −7.9% | −2,303 | $1.3M | |
| Reduced −34% | −2,498 | $322.5K | |
Karooooo Ltd.KARO | Reduced −48% | −6,374 | $293.5K |
JSC Kaspi.kz ADRKSPI | Sold out | −3,105 | — |
| Reduced −8.9% | −876 | $718.1K | |
Morningstar Inc.MORN | Reduced −9.5% | −372 | $1.1M |
Pool Corp.POOL | Reduced −5.8% | −345 | $1.8M |
FabrinetFN | Added +21% | +2,644 | $3M |
| Reduced −9.1% | −1,943 | $765.7K | |
| Reduced −9.8% | −1,046 | $424.9K | |
| Added +12% | +5,692 | $3.6M | |
| Sold out | −1,238 | — | |
| Reduced −9.1% | −3,551 | $773.2K | |
| Reduced −3.6% | −293 | $962.3K | |
Aaon Inc.AAON | Added +57% | +17,909 | $3.9M |
| Added +9.2% | +2,649 | $5.9M | |
| Added +3.5% | +355 | $2.1M | |
Topbuild Corp.89055F103 | Reduced −5.5% | −289 | $1.5M |
| Reduced −7.1% | −311 | $875.4K | |
Entegris Inc.ENTG | Added +4.7% | +513 | $1M |
| Reduced −0.6% | −102 | $2.7M | |
| Added +47% | +4,754 | $288.5K | |
| Added +1.1% | +422 | $943.3K | |
| Reduced −5.6% | −255 | $2.1M | |
Netease Inc-AdrNTES | Reduced −8.4% | −398 | $444.7K |
| Added +1.7% | +702 | $6.3M |
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 |