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 |
|---|---|---|---|
Amazon.com Inc.AMZN | Reduced −55% | −4,756,982 | $811.6M |
Microsoft Corp.MSFT | Reduced −27% | −1,064,097 | $1.1B |
Oracle Corp.ORCL | Reduced −30% | −2,161,239 | $739.1M |
| Reduced −27% | −331,533 | $841.2M | |
| Reduced −100% | −3,947,149 | $1.5M | |
Adobe Inc.ADBE | Reduced −99% | −1,333,720 | $2.9M |
| Reduced −28% | −590,339 | $770.2M | |
| Reduced −28% | −929,582 | $739.2M | |
Alphabet Inc.GOOG | Reduced −27% | −1,071,484 | $845.3M |
Shopify Inc.SHOP | Reduced −12% | −895,132 | $748.1M |
Broadcom Inc.AVGO | Reduced −24% | −834,070 | $834.9M |
| Reduced −86% | −3,439,813 | $36.4M | |
Intuit Inc.INTU | Reduced −96% | −492,803 | $8.6M |
| Reduced −98% | −1,804,197 | $3.7M | |
Nvidia Corp.NVDA | Reduced −23% | −1,223,865 | $715.8M |
| New | +476,663 | $272.7M | |
MSCI Inc.MSCI | Reduced −30% | −401,576 | $501M |
| Reduced −28% | −264,726 | $391M | |
| Reduced −28% | −527,959 | $268.6M | |
| New | +1,054,495 | $225.3M | |
| Reduced −27% | −492,241 | $437.1M | |
Zoetis Inc.ZTS | Reduced −24% | −1,339,593 | $499.2M |
| Reduced −28% | −235,792 | $279.7M | |
| Reduced −48% | −369,223 | $173.5M | |
| Added +157% | +7,679,432 | $507.1M | |
Synopsys Inc.SNPS | Reduced −21% | −173,648 | $266.1M |
Airbnb Inc.ABNB | Reduced −25% | −756,983 | $287.1M |
Starbucks Corp.SBUX | Reduced −25% | −1,729,820 | $452.9M |
Rollins Inc.ROL | New | +2,177,678 | $116.3M |
| Added +28% | +1,588,665 | $760M | |
| Reduced −18% | −647,865 | $209.9M | |
| Reduced −71% | −166,658 | $11.4M | |
| Reduced −50% | −303,718 | $42.4M | |
| Reduced −28% | −13,468 | $59.6M | |
Icon PLCICLR | Sold out | −105,206 | — |
| Reduced −93% | −343,081 | $595.3K | |
Monday.com Ltd.MNDY | Sold out | −79,332 | — |
| Added +50% | +35,771 | $52.1M | |
| Sold out | −13,669 | — | |
| Added +44% | +4,877 | $21.2M | |
| Reduced −52% | −17,094 | $7M | |
Netflix Inc.NFLX | Reduced −52% | −90,512 | $8M |
| New | +96,206 | $8.3M | |
Fastly Inc.FSLY | New | +238,518 | $6.9M |
| Reduced −80% | −101,085 | $1.8M | |
| Reduced −55% | −106,432 | $3M | |
Globant SAGLOB | Sold out | −90,462 | — |
| Added +271% | +106,575 | $7.1M | |
| New | +96,813 | $5.4M | |
| New | +72,894 | $5.2M | |
| New | +26,046 | $5.1M | |
| Added +46% | +133,855 | $7.1M | |
Bel Fuse Inc Class ABELFB | Added +92% | +20,817 | $8.6M |
Makemytrip Ltd.MMYT | Sold out | −53,658 | — |
| Added +103% | +14,733 | $6.3M | |
| Added +105% | +73,456 | $8.5M | |
| Reduced −80% | −26,992 | $913K | |
| Added +92% | +102,376 | $6M | |
| Reduced −64% | −209,716 | $1.6M | |
| Added +110% | +219,786 | $5.8M | |
| Sold out | −31,329 | — | |
| Reduced −0.5% | −2,189 | $3.8M | |
| Added +193% | +55,078 | $4.7M | |
Karooooo Ltd.KARO | Sold out | −74,821 | — |
| Added +103% | +24,465 | $5.7M | |
| Reduced −29% | −8,049 | $5.6M | |
| New | +10,043 | $3.2M | |
| Added +122% | +149,212 | $4M | |
| Added +725% | +92,831 | $3.6M | |
| Added +583% | +37,611 | $3.5M | |
| Added +105% | +6,369 | $4.9M | |
| Reduced −14% | −2,856 | $9.5M | |
| Reduced −28% | −23,839 | $5.3M | |
| Added +29% | +17,558 | $5M | |
Nlight Inc.LASR | Added +46% | +28,167 | $5.1M |
Sea Ltd.SE | Reduced −23% | −9,836 | $2.7M |
| Sold out | −15,086 | — | |
| Reduced −11% | −8,203 | $9.1M | |
| Reduced −66% | −12,020 | $944K | |
SitimeSITM | New | +7,101 | $2.5M |
Axt Inc.AXTI | Added +122% | +27,153 | $2.8M |
| Added +164% | +49,285 | $2.9M | |
Workday Inc.WDAY | Sold out | −10,782 | — |
Vicor Corp.VICR | New | +13,899 | $2.2M |
| Reduced −86% | −28,206 | $218.2K | |
| Added +18% | +5,795 | $7.8M | |
BWX Technologies Inc.PutBWXT | Sold out | −12,500 | — |
| Reduced −44% | −2,960 | $2.4M | |
| Reduced −35% | −7,246 | $2.2M | |
| Sold out | −95,761 | — | |
Argan Inc.AGX | Reduced −28% | −6,905 | $9.8M |
| Reduced −82% | −7,204 | $245.3K | |
Dave Inc.DAVE | Reduced −67% | −7,936 | $673.6K |
Proto Labs Inc.PRLB | Added +806% | +33,446 | $2.1M |
| Reduced −13% | −25,907 | $59M | |
First Solar Inc.FSLR | Reduced −85% | −7,027 | $251.5K |
| Added +258% | +28,723 | $2.6M | |
| Sold out | −5,677 | — | |
| Added +5.1% | +59,402 | $17.5M | |
Bloom Energy Corp.PutBE | Sold out | −21,600 | — |
Vse Corp.VSEC | Added +22% | +7,650 | $7.8M |
Azz Inc.AZZ | New | +14,438 | $1.8M |
Aar Corp.AIR | New | +16,208 | $1.8M |
| Added +148% | +15,714 | $2.9M | |
| New | +102,127 | $1.8M | |
Red Violet Inc.RDVT | Sold out | −30,328 | — |
| Added +104% | +18,411 | $2.7M | |
Littelfuse Inc.LFUS | New | +4,959 | $1.7M |
Shake Shack Inc.SHAK | New | +18,840 | $1.7M |
| Added +139% | +30,189 | $2.6M | |
| New | +109,005 | $1.6M | |
Alphabet Inc.GOOGL | Reduced −8.6% | −2,669 | $8.1M |
Terawulf Inc.WULF | New | +106,375 | $1.5M |
Celcuity Inc.CELC | Added +269% | +12,521 | $2M |
Carvana Co.CVNA | Reduced −18% | −1,626 | $2.3M |
| Added +9.2% | +1,012 | $5.7M | |
| Reduced −12% | −14,105 | $1.6M | |
| Reduced −69% | −54,498 | $463.3K | |
| Reduced −38% | −60,696 | $1.1M | |
| New | +117,610 | $1.4M | |
| New | +51,411 | $1.4M | |
| New | +24,822 | $1.4M | |
| Sold out | −2,307 | — | |
| Added +104% | +54,150 | $2.7M | |
| Sold out | −63,497 | — | |
| New | +14,913 | $1.3M | |
| New | +13,098 | $1.2M | |
| Added +84% | +18,828 | $2.2M | |
Figs Inc-Class AFIGS | Added +149% | +72,609 | $1.8M |
| Added +65% | +10,611 | $2.4M | |
Ionq Inc.IONQ | New | +42,109 | $1.2M |
| Added +77% | +15,058 | $3.2M | |
Grail Inc.GRAL | Sold out | −13,526 | — |
Liquidia Corp.LQDA | Sold out | −33,538 | — |
Artivion Inc.AORT | Sold out | −25,259 | — |
| New | +24,037 | $1.1M | |
| Sold out | −7,915 | — | |
| Sold out | −13,980 | — | |
Sofi Technologies Inc.PutSOFI | Sold out | −41,800 | — |
Apple Inc.AAPL | Reduced −48% | −3,672 | $1M |
| New | +24,263 | $1.1M | |
| Sold out | −133,416 | — | |
FabrinetFN | New | +1,930 | $1M |
Graham Corp.GHM | Added +187% | +11,596 | $1.4M |
| Sold out | −2,812 | — | |
Fluor Corp.FLR | New | +21,011 | $980.2K |
| New | +70,431 | $977.6K | |
| New | +75,688 | $952.2K | |
| Reduced −79% | −16,985 | $205K | |
| Sold out | −90,847 | — | |
Tesla Inc.TSLA | Reduced −9.8% | −803 | $2.7M |
Stride Inc.LRN | New | +10,571 | $932K |
| Sold out | −145,615 | — | |
| New | +13,192 | $927.3K | |
Cantor Equity Partners II InG1827P106 | New | +82,865 | $902.4K |
| Added +18% | +44,687 | $2.4M | |
Upwork Inc.UPWK | Sold out | −43,111 | — |
| Added +54% | +7,171 | $1.9M | |
| Added +321% | +30,872 | $1.1M | |
| New | +58,674 | $834.9K | |
| Added +30% | +1,681 | $2M | |
| Added +143% | +38,401 | $1.3M | |
| New | +79,055 | $792.9K | |
| Reduced −32% | −8,698 | $1.5M | |
| Added +20% | +3,988 | $2.6M | |
| New | +30,642 | $771K | |
| Reduced −4.5% | −1,622 | $2.4M | |
| Added +27% | +46,777 | $2M | |
| New | +30,138 | $743.8K | |
| New | +25,499 | $726K | |
| Sold out | −112,388 | — | |
| Reduced −67% | −43,369 | $230.3K | |
| Sold out | −23,565 | — | |
Nuvalent Inc.670703107 | Added +100% | +6,385 | $1.3M |
| New | +40,631 | $664.3K | |
| Sold out | −16,175 | — | |
Dlocal Ltd.DLO | Reduced −1.7% | −7,900 | $6M |
| Sold out | −155,516 | — | |
| Sold out | −60,710 | — | |
| Added +127% | +6,295 | $1.1M | |
| Reduced −4.7% | −5,813 | $3.1M | |
Winmark Corp.WINA | Added +166% | +1,424 | $976.1K |
Iradimed Corp.IRMD | Reduced −23% | −6,147 | $2M |
| Sold out | −9,584 | — | |
| Added +54% | +24,615 | $1.9M | |
| Reduced −31% | −3,406 | $737.8K | |
| New | +15,959 | $568.5K | |
| Added +49% | +9,568 | $2.1M | |
| Added +104% | +163,162 | $1.4M | |
| Added +98% | +32,419 | $1M | |
| New | +49,265 | $537K | |
| Sold out | −22,223 | — | |
| Sold out | −12,567 | — | |
Lemonade Inc.LMND | New | +8,219 | $515.2K |
| Sold out | −1,976 | — | |
Semtech Corp.SMTC | New | +6,553 | $503.9K |
| New | +6,409 | $492.9K | |
Porch Group Inc.PRCH | Sold out | −53,683 | — |
| Added +53% | +5,863 | $1.4M | |
| Added +20% | +7,693 | $3.4M | |
| Sold out | −3,033 | — | |
Thermon Group Holdings Inc.88362T103 | New | +9,466 | $477.1K |
| New | +27,642 | $469.1K | |
| New | +39,879 | $464.6K | |
| Sold out | −5,892 | — | |
| Reduced −53% | −1,366 | $226.9K | |
| Sold out | −4,980 | — | |
Rocket Lab Corp.RKLB | Added +54% | +8,231 | $1.5M |
| Added +31% | +601 | $1M | |
| Added +102% | +6,658 | $849.7K | |
Skywest Inc.SKYW | Sold out | −4,380 | — |
| Sold out | −42,768 | — | |
Esperion Therapeutics29664W105 | Sold out | −116,292 | — |
Oppfi Inc.OPFI | Sold out | −40,472 | — |
| Added +0.0% | +14 | $1.6M | |
Luxexperience BVLUXE | Sold out | −50,258 | — |
| Sold out | −23,005 | — | |
| Sold out | −23,619 | — | |
| Sold out | −1,689 | — | |
| New | +12,028 | $407.3K | |
Openlane Inc.OPLN | Reduced −28% | −12,898 | $972.5K |
Personalis Inc.PSNL | Sold out | −50,705 | — |
ADT Inc.ADT | Sold out | −49,368 | — |
| Sold out | −1,197 | — | |
| Sold out | −11,239 | — | |
| Sold out | −696 | — | |
Deluxe Corp.DLX | New | +14,157 | $389.9K |
Annexon Inc.ANNX | New | +70,152 | $388.6K |
Cameco Corp.CCJ | Reduced −28% | −7,964 | $2.2M |
Acuity Inc.AYI | Sold out | −1,061 | — |
Millerknoll Inc.MLKN | New | +26,305 | $380.4K |
| Sold out | −15,206 | — | |
| New | +6,775 | $374.7K | |
| New | +16,613 | $373.5K | |
| New | +22,120 | $372.3K | |
Appian Corp-AAPPN | Sold out | −10,366 | — |
| New | +2,116 | $357.6K | |
| New | +26,445 | $357K | |
Lyft Inc.LYFT | Sold out | −18,239 | — |
| New | +7,483 | $350.9K | |
| Sold out | −102,508 | — | |
Autodesk Inc.ADSK | Sold out | −1,182 | — |
Skywater Technology Inc.83089J108 | New | +12,715 | $348.5K |
| Sold out | −2,743 | — | |
| New | +4,119 | $345.7K | |
| Added +46% | +10,173 | $1M | |
Jfrog Ltd.FROG | Added +105% | +10,356 | $949.9K |
| New | +4,975 | $330K | |
Gap Inc/TheGAP | Sold out | −12,860 | — |
Xometry Inc.XMTR | Added +10% | +2,243 | $1M |
| Sold out | −3,797 | — | |
Holley Inc.HLLY | Sold out | −77,032 | — |
| Sold out | −2,975 | — | |
| New | +62,008 | $315.6K | |
Ses Ai Corp.SES | Reduced −5.3% | −17,885 | $308.1K |
| Sold out | −1,511 | — | |
| Reduced −49% | −667 | $217.7K | |
Stratasys Ltd.SSYS | Sold out | −32,493 | — |
| Sold out | −3,420 | — | |
| Added +0.0% | +5 | $803.3K | |
| New | +2,491 | $263.8K | |
| Sold out | −137,149 | — | |
| Sold out | −4,298 | — | |
| Added +35% | +31,067 | $1.8M | |
| Sold out | −7,635 | — | |
| New | +3,214 | $242.6K | |
| Sold out | −21,080 | — | |
| Sold out | −5,449 | — | |
| New | +1,063 | $236.1K | |
| Sold out | −36,795 | — | |
| Sold out | −21,833 | — | |
| Sold out | −3,756 | — | |
| Reduced −14% | −4,483 | $1.1M | |
| Sold out | −9,662 | — | |
| New | +2,286 | $209.5K | |
| Sold out | −64,298 | — | |
Qxo Inc.QXO | New | +10,692 | $207.6K |
| Sold out | −3,487 | — | |
| Reduced −12% | −16,541 | $543.5K | |
| Added +82% | +78,796 | $414.1K | |
| Sold out | −13,755 | — | |
| New | +13,132 | $182K | |
Irsa -SP ADRIRS | Reduced −8.5% | −8,775 | $1.5M |
Precigen Inc.PGEN | Sold out | −42,095 | — |
| Sold out | −19,383 | — | |
| New | +40,345 | $156.5K | |
Ascendis Pharma A/S04351P101 | Added +50% | +601 | $414.5K |
| Reduced −14% | −66,711 | $1.6M | |
Sandisk Corp.SNDK | Reduced −76% | −1,407 | $287.8K |
| Reduced −1.6% | −19 | $811.9K | |
| Reduced −36% | −986 | $431.7K | |
| Added +39% | +6,849 | $1.4M | |
| Sold out | −21,738 | — | |
Twilio Inc.TWLO | Reduced −11% | −348 | $340.7K |
Astronics Corp.ATRO | Reduced −21% | −11,281 | $2.8M |
| New | +17,474 | $81.8K | |
| Added +0.0% | +11 | $571.2K | |
| Added +0.0% | +4 | $1.3M | |
Natera Inc.NTRA | Reduced −7.8% | −107 | $253.8K |
| Added +31% | +8,359 | $2.6M | |
| Added +15% | +1,214 | $542.2K | |
Velo3d Inc.VELO | Added +54% | +21,537 | $576.9K |
| Added +1.8% | +49 | $306.8K |
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 |