Polen Capital Management 13F Holdings — Q2 2026 Polen Capital Management reported 193 US-listed positions worth $11.2B in its 13F for the quarter ended 2026-06-30 (filed 2026-08-04), according to EquiReason's reading of the SEC filing. New positions in Q2 2026: GE, GEV, ATI, HWM, EME. Sold out: INTU, FSLY, MDT, WGS, PAYC.
Source: 13F-HR on SEC EDGAR · values as the fund reported them · 193 of 219 reported lines matched to US-listed companies (funds, ETFs, options and non-US listings are left out)
Largest positions # Company Value % of portfolio Shares Change in shares 1 LLY ELI LILLY & CO $799.9M 7.1% 666,912 Trimmed (-27.1%) 2 NVDA NVIDIA CORPORATION $796.0M 7.1% 3.98M Trimmed (-3.1%) 3 MSFT MICROSOFT CORP $782.8M 7.0% 2.10M Trimmed (-26.3%) 4 GOOG ALPHABET INC $765.0M 6.8% 2.17M Trimmed (-26.5%) 5 AVGO BROADCOM INC $740.5M 6.6% 1.96M Trimmed (-27.3%) 6 AMZN AMAZON COM INC $669.7M 6.0% 2.81M Trimmed (-27.9%) 7 V VISA INC $619.5M 5.5% 1.81M Trimmed (-26.2%) 8 MA MASTERCARD INCORPORATED $586.5M 5.2% 1.14M Trimmed (-25.9%) 9 NOW SERVICENOW INC $533.2M 4.7% 5.37M Trimmed (-26.1%) 10 ORCL ORACLE CORP $523.8M 4.7% 3.57M Trimmed (-28.9%) 11 SHOP SHOPIFY INC $522.7M 4.7% 4.58M Trimmed (-27.4%) 12 MSCI MSCI INC $376.2M 3.3% 671,797 Trimmed (-27.7%) 13 LRCX LAM RESEARCH CORP $372.2M 3.3% 859,036 Trimmed (-18.5%) 14 SBUX STARBUCKS CORP $362.9M 3.2% 3.55M Trimmed (-29.8%) 15 IDXX IDEXX LABS INC $280.3M 2.5% 532,384 Trimmed (-23.5%) 16 GE GE AEROSPACE $258.1M 2.3% 690,493 New 17 CSGP COSTAR GROUP INC $248.1M 2.2% 8.76M Trimmed (-30.3%) 18 ABNB AIRBNB INC $236.1M 2.1% 1.65M Trimmed (-27.4%) 19 GEV GE VERNOVA INC $231.0M 2.1% 196,612 New 20 META META PLATFORMS INC $185.6M 1.7% 329,573 Trimmed (-30.9%) 21 ISRG INTUITIVE SURGICAL INC $178.1M 1.6% 447,944 Trimmed (-26.2%) 22 ATI ATI INC $161.5M 1.4% 819,236 New 23 HWM HOWMET AEROSPACE INC $122.9M 1.1% 457,124 New 24 EME EMCOR GROUP INC $85.6M 0.8% 103,123 New 25 ROL ROLLINS INC $66.4M 0.6% 1.59M Trimmed (-26.9%)
New positions in Q2 2026 # Company Value % of portfolio Shares 1 GE GE AEROSPACE $258.1M 2.3% 690,493 2 GEV GE VERNOVA INC $231.0M 2.1% 196,612 3 ATI ATI INC $161.5M 1.4% 819,236 4 HWM HOWMET AEROSPACE INC $122.9M 1.1% 457,124 5 EME EMCOR GROUP INC $85.6M 0.8% 103,123 6 RXT RACKSPACE TECHNOLOGY INC $4.6M 0.0% 709,189 7 APLD APPLIED DIGITAL CORP $3.7M 0.0% 98,328 8 EVC ENTRAVISION COMMUNICATIONS C $3.1M 0.0% 236,939 9 CDNL CARDINAL INFRASTRUCTURE GROU $2.9M 0.0% 30,787 10 FPS FORGENT POWER SOLUTIONS INC $2.8M 0.0% 50,328 11 DRTS ALPHA TAU MEDICAL LTD $2.8M 0.0% 220,751 12 FIVN FIVE9 INC $2.5M 0.0% 117,256 13 KN KNOWLES CORP $2.4M 0.0% 58,485 14 MEC MAYVILLE ENGR CO INC $2.3M 0.0% 61,827 15 NOVT NOVANTA INC $2.2M 0.0% 13,366 16 PENG PENGUIN SOLUTIONS INC $2.2M 0.0% 28,293 17 AKTS AKTIS ONCOLOGY INC $2.0M 0.0% 63,514 18 BLLN BILLIONTOONE INC $2.0M 0.0% 16,975 19 PTCT PTC THERAPEUTICS INC $2.0M 0.0% 24,916 20 TVTX TRAVERE THERAPEUTICS INC $1.9M 0.0% 34,315 21 WOLF WOLFSPEED INC $1.8M 0.0% 38,219 22 ADEA ADEIA INC $1.7M 0.0% 52,575 23 RNG RINGCENTRAL INC $1.6M 0.0% 40,133 24 ZGN ERMENEGILDO ZEGNA N V $1.4M 0.0% 111,273 25 CVLG COVENANT LOGISTICS GROUP INC $1.4M 0.0% 31,943 26 BTDR BITDEER TECHNOLOGIES GROUP $1.3M 0.0% 79,540 27 SPCX SPACE EXPLORATION TECHN CORP $1.1M 0.0% 6,705 28 NESR NATIONAL ENERGY SERVICES REU $1.1M 0.0% 38,252 29 PRSU PURSUIT ATTRACTIONS AND HOSP $1.1M 0.0% 19,995 30 OSCR OSCAR HEALTH INC $1.1M 0.0% 38,701 31 URGN UROGEN PHARMA LTD $1.1M 0.0% 29,615 32 RXO RXO INC $1.0M 0.0% 37,400 33 WYFI WHITEFIBER INC $1.0M 0.0% 26,281 34 WSC WILLSCOT HLDGS CORP $987,849 0.0% 34,229 35 UAL UNITED AIRLS HLDGS INC $717,619 0.0% 5,277 36 XPO XPO INC $697,165 0.0% 3,396 37 GKOS GLAUKOS CORP $673,364 0.0% 4,818 38 CAMT CAMTEK LTD $670,913 0.0% 4,113 39 FORM FORMFACTOR INC $574,309 0.0% 3,591 40 AEIS ADVANCED ENERGY INDS $560,424 0.0% 1,503 41 ARWR ARROWHEAD PHARMACEUTICALS IN $538,944 0.0% 6,612 42 LSCC LATTICE SEMICONDUCTOR CORP $531,995 0.0% 3,478 43 TDUP THREDUP INC $515,743 0.0% 75,291 44 RBRK RUBRIK INC. $497,816 0.0% 6,201 45 DSGX DESCARTES SYS GROUP INC $483,759 0.0% 6,987 46 BEN FRANKLIN RESOURCES INC $457,795 0.0% 13,760 47 JAZZ JAZZ PHARMACEUTICALS PLC $447,722 0.0% 1,858 48 OOMA OOMA INC $404,370 0.0% 21,039 49 MRCY MERCURY SYS INC $355,246 0.0% 2,904 50 ALH ALLIANCE LAUNDRY HLDGS INC $329,962 0.0% 12,442 51 ROIV ROIVANT SCIENCES LTD $306,442 0.0% 8,659 52 P EVERPURE INC $301,608 0.0% 3,828 53 HZO MARINEMAX INC $247,185 0.0% 6,750 54 AMD ADVANCED MICRO DEVICES INC $242,239 0.0% 417 55 SANM SANMINA CORP $224,229 0.0% 886 56 ETSY ETSY INC $223,579 0.0% 2,968 57 AUR AURORA INNOVATION INC $221,786 0.0% 32,520 58 BLZE BACKBLAZE INC $210,430 0.0% 13,268 59 LITE LUMENTUM HLDGS INC $208,509 0.0% 243
Sold out in Q2 2026 held at the end of the prior quarter, gone now Company Value a quarter earlier Shares a quarter earlier INTU $8.6M 19,853 FSLY $6.9M 238,518 MDT $5.3M 60,661 WGS $5.0M 77,419 PAYC $3.7M 30,831 FIGR $3.6M 105,634 KRMN $3.5M 44,066 KTOS $2.1M 29,265 IRMD $2.0M 20,744 CELC $2.0M 17,181 METC $1.8M 119,574 FIGS $1.8M 121,437 SHAK $1.7M 18,840 AX $1.4M 16,849 ESQ $1.3M 11,713 DNLI $1.3M 65,301 CRCL $1.2M 13,098 IONQ $1.2M 42,109 IE $1.1M 97,186 SION $1.1M 26,775 STRL $1.0M 2,553 CPF $1.0M 32,323 XMTR $1.0M 24,564 FLR $980,163 21,011 WINA $976,097 2,283 HCI $944,049 6,106 LRN $932,045 10,571 KTB $927,266 13,192 ARLO $834,931 58,674 BKSY $770,953 30,642 TMDX $737,821 7,422 FLY $725,957 25,499 DAVE $673,554 3,869 HDB $595,289 23,926 GPGI $571,243 33,406 BETR $568,460 15,959 ORN $536,989 49,265 LMND $515,167 8,219 ANIP $492,852 6,409 MTW $464,590 39,879 MIR $463,281 24,921 ASND $414,459 1,812 DLX $389,884 14,157 ANNX $388,642 70,152 PAHC $374,725 6,775 ANRO $373,460 16,613 VTOL $350,878 7,483 AA $329,992 4,975 SES $308,101 320,271 FSLR $251,507 1,275 IT $245,280 1,549 SMR $230,307 21,246 CRM $226,859 1,215 QXO $207,639 10,692 NAUT $156,539 40,345 OPEN $81,778 17,474
Added to # Company Value % of portfolio Shares Change in shares 1 WULF TERAWULF INC $13.9M 0.1% 563,139 Added (+429.4%) 2 FROG JFROG LTD $8.5M 0.1% 93,117 Added (+360.1%) 3 FTK FLOTEK INDUSTRIES INC $4.6M 0.0% 195,504 Added (+607.3%) 4 LPTH LIGHTPATH TECHNOLOGIES INC $5.1M 0.0% 314,476 Added (+297.8%) 5 POWL POWELL INDS INC $8.4M 0.1% 29,181 Added (+66.9%) 6 REAL THE REALREAL INC $5.9M 0.1% 496,556 Added (+123.8%) 7 TWST TWIST BIOSCIENCE CORP $5.7M 0.1% 55,310 Added (+130.1%) 8 LASR NLIGHT INC $9.3M 0.1% 133,448 Added (+48.6%) 9 VECO VEECO INSTRS INC DEL $3.7M 0.0% 48,314 Added (+301.7%) 10 PURR HYPERLIQUID STRATEGIES INC $2.7M 0.0% 340,311 Added (+448.8%) 11 CVNA CARVANA CO $2.5M 0.0% 37,504 Added (+410.4%) 12 LTH LIFE TIME GROUP HOLDINGS INC $3.1M 0.0% 76,705 Added (+89.5%) 13 CALY CALLAWAY GOLF CO $2.7M 0.0% 146,013 Added (+107.3%) 14 VPG VISHAY PRECISION GROUP INC $4.9M 0.0% 32,744 Added (+35.0%) 15 TSHA TAYSHA GENE THERAPIES INC $3.3M 0.0% 489,219 Added (+53.0%) 16 SMTC SEMTECH CORP $2.2M 0.0% 13,353 Added (+103.8%) 17 AIR AAR CORP $3.4M 0.0% 23,561 Added (+45.4%) 18 LFUS LITTELFUSE INC $3.2M 0.0% 7,016 Added (+41.5%) 19 DOCN DIGITALOCEAN HLDGS INC $15.9M 0.1% 101,350 Added (+5.3%) 20 WT WISDOMTREE INC $2.5M 0.0% 149,051 Added (+36.7%) 21 CW CURTISS WRIGHT CORP $1.6M 0.0% 2,085 Added (+74.9%) 22 TSLA TESLA INC $3.8M 0.0% 8,974 Added (+21.8%) 23 CAKE CHEESECAKE FACTORY INC $2.6M 0.0% 33,297 Added (+34.1%) 24 ASTE ASTEC INDS INC $3.2M 0.0% 52,160 Added (+26.7%) 25 AAOI APPLIED OPTOELECTRONICS INC $2.9M 0.0% 19,272 Added (+29.2%)
Trimmed # Company Value % of portfolio Shares Change in shares 1 AON AON PLC $54.4M 0.5% 164,035 Trimmed (-87.9%) 2 LLY ELI LILLY & CO $799.9M 7.1% 666,912 Trimmed (-27.1%) 3 SNPS SYNOPSYS INC $18.4M 0.2% 41,267 Trimmed (-93.9%) 4 ZTS ZOETIS INC $23.0M 0.2% 320,420 Trimmed (-92.4%) 5 MSFT MICROSOFT CORP $782.8M 7.0% 2.10M Trimmed (-26.3%) 6 AVGO BROADCOM INC $740.5M 6.6% 1.96M Trimmed (-27.3%) 7 GOOG ALPHABET INC $765.0M 6.8% 2.17M Trimmed (-26.5%) 8 AMZN AMAZON COM INC $669.7M 6.0% 2.81M Trimmed (-27.9%) 9 V VISA INC $619.5M 5.5% 1.81M Trimmed (-26.2%) 10 ORCL ORACLE CORP $523.8M 4.7% 3.57M Trimmed (-28.9%) 11 MA MASTERCARD INCORPORATED $586.5M 5.2% 1.14M Trimmed (-25.9%) 12 SHOP SHOPIFY INC $522.7M 4.7% 4.58M Trimmed (-27.4%) 13 NOW SERVICENOW INC $533.2M 4.7% 5.37M Trimmed (-26.1%) 14 UBER UBER TECHNOLOGIES INC $41.1M 0.4% 570,063 Trimmed (-80.5%) 15 SBUX STARBUCKS CORP $362.9M 3.2% 3.55M Trimmed (-29.8%) 16 ACN ACCENTURE PLC IRELAND $19.0M 0.2% 152,800 Trimmed (-88.7%) 17 MSCI MSCI INC $376.2M 3.3% 671,797 Trimmed (-27.7%) 18 CSGP COSTAR GROUP INC $248.1M 2.2% 8.76M Trimmed (-30.3%) 19 ABNB AIRBNB INC $236.1M 2.1% 1.65M Trimmed (-27.4%) 20 IDXX IDEXX LABS INC $280.3M 2.5% 532,384 Trimmed (-23.5%) 21 LRCX LAM RESEARCH CORP $372.2M 3.3% 859,036 Trimmed (-18.5%) 22 META META PLATFORMS INC $185.6M 1.7% 329,573 Trimmed (-30.9%) 23 ISRG INTUITIVE SURGICAL INC $178.1M 1.6% 447,944 Trimmed (-26.2%) 24 NVDA NVIDIA CORPORATION $796.0M 7.1% 3.98M Trimmed (-3.1%) 25 BSX BOSTON SCIENTIFIC CORP $202,733 0.0% 4,750 Trimmed (-99.2%)
Where all the funds moved together. Which companies the tracked funds crowded into or left together this quarter — and how that compares with the quarters before — is in Research Pro. See plans
Polen Capital Management — questions
What does Polen Capital Management own? Its largest US-listed positions at the end of Q2 2026: LLY (7.1%), NVDA (7.1%), MSFT (7.0%), GOOG (6.8%), AVGO (6.6%).
What did Polen Capital Management buy in Q2 2026? New positions: GE, GEV, ATI, HWM, EME, RXT, APLD, EVC. It added to 53 existing positions.
What did Polen Capital Management sell in Q2 2026? It sold out of INTU, FSLY, MDT, WGS, PAYC, FIGR, KRMN, KTOS and trimmed 81 positions.
When did Polen Capital Management file its latest 13F? On 2026-08-04, for the quarter ended 2026-06-30. 13F filings are due 45 days after each quarter ends. How these figures are read: methodology · EquiReason.
Important information. Holdings on this page are taken from Form 13F filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. 13F filings are reported up to 45 days after quarter end, list only long positions in certain U.S.-listed securities, and may not reflect the manager's current holdings. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.
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