What Polen Capital Management LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1034524 · Filed Aug 4, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 4M |
| −3.1% |
| $796M |
| 6.9% |
MSFTMicrosoft Corp | 2.1M | −26.3% | $782.8M | 6.7% |
GOOGAlphabet Inc. | 2.2M | −26.5% | $765M | 6.6% |
AVGOBroadcom Inc. | 2M | −27.3% | $740.5M | 6.4% |
AMZNAmazon Com Inc | 2.8M | −27.9% | $669.7M | 5.8% |
VVisa Inc. | 1.8M | −26.2% | $619.5M | 5.3% |
MAMastercard Inc | 1.1M | −25.9% | $586.5M | 5.1% |
NOWServiceNow, Inc. | 5.4M | −26.1% | $533.2M | 4.6% |
ORCLOracle Corp | 3.6M | −28.9% | $523.8M | 4.5% |
SHOPShopify Inc. | 4.6M | −27.4% | $522.7M | 4.5% |
MSCIMSCI Inc. | 671.8K | −27.7% | $376.2M | 3.2% |
LRCXLAM Research Corp | 859K | −18.5% | $372.2M | 3.2% |
SBUXStarbucks Corp | 3.6M | −29.8% | $362.9M | 3.1% |
IDXXIDEXX Laboratories Inc | 532.4K | −23.5% | $280.3M | 2.4% |
GEGeneral Electric Co | 690.5K | New | $258.1M | 2.2% |
CSGPCoStar Group, Inc. | 8.8M | −30.3% | $248.1M | 2.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 501.2K | +186.9% | $239.4M | 2.1% |
ABNBAirbnb, Inc. | 1.6M | −27.4% | $236.1M | 2% |
GEVGE Vernova Inc. | 196.6K | New | $231M | 2% |
METAMeta Platforms, Inc. | 329.6K | −30.9% | $185.6M | 1.6% |
ISRGIntuitive Surgical Inc | 447.9K | −26.2% | $178.1M | 1.5% |
ATIATI Inc | 819.2K | New | $161.5M | 1.4% |
HWMHowmet Aerospace Inc. | 457.1K | New | $122.9M | 1.1% |
EMEEMCOR Group, Inc. | 103.1K | New | $85.6M | 0.7% |
ISHARES TRRUS 1000 GRW ETF | 613.6K | +50.8% | $76.2M | 0.7% |
ROLRollins Inc | 1.6M | −26.9% | $66.4M | 0.6% |
AONAon plc | 164K | −87.9% | $54.4M | 0.5% |
MELIMercadoLibre Inc | 25.9K | −24.7% | $44M | 0.4% |
UBERUber Technologies, Inc | 570.1K | −80.5% | $41.1M | 0.4% |
SPOTSpotify Technology S.A. | 81.6K | −24.1% | $37.5M | 0.3% |
ASMLASML Holding NV | 15.4K | −4.0% | $30.7M | 0.3% |
ZTSZoetis Inc. | 320.4K | −92.4% | $23M | 0.2% |
ACNAccenture plc | 152.8K | −88.7% | $19M | 0.2% |
ISHARES TRMSCI ACWI ETF | 120.5K | −60.7% | $18.9M | 0.2% |
SNPSSynopsys Inc | 41.3K | −93.9% | $18.4M | 0.2% |
DOCNDigitalOcean Holdings, Inc. | 101.4K | +5.3% | $15.9M | 0.1% |
WULFTerawulf Inc. | 563.1K | +429.4% | $13.9M | 0.1% |
CECOCeco Environmental Corp | 138K | −3.7% | $12.5M | 0.1% |
BEBloom Energy Corp | 40.8K | −39.3% | $12.4M | 0.1% |
BELFBBEL Fuse Inc | 32.8K | −24.2% | $10.9M | 0.1% |
NUNu Holdings Ltd. | 752.7K | −38.2% | $10.1M | 0.1% |
GOOGLAlphabet Inc. | 27.8K | −1.4% | $9.9M | 0.1% |
LASRNlight, Inc. | 133.4K | +48.6% | $9.3M | 0.1% |
FROGJFrog Ltd | 93.1K | +360.1% | $8.5M | 0.1% |
POWLPowell Industries Inc | 29.2K | +66.9% | $8.4M | 0.1% |
AGXArgan Inc | 10.2K | −43.2% | $8.2M | 0.1% |
MODModine Manufacturing Co | 29.3K | +1.0% | $7.8M | 0.1% |
YOUClear Secure, Inc. | 131.8K | −9.7% | $7.3M | 0.1% |
BKDBrookdale Senior Living Inc. | 451.1K | +7.3% | $7.3M | 0.1% |
BWXTBWX Technologies, Inc. | 37K | −3.0% | $7.2M | 0.1% |
CCJCameco Corp | 69K | +241.3% | $7M | 0.1% |
VSECVSE Corp | 29.9K | −29.0% | $6.8M | 0.1% |
SPHRSphere Entertainment Co. | 38.5K | −20.2% | $6.7M | 0.1% |
SEISolaris Energy Infrastructure, Inc. | 80.3K | −4.0% | $6.5M | 0.1% |
AMPXAmprius Technologies, Inc. | 465.6K | +10.3% | $6.5M | 0.1% |
AEHRAehr Test Systems | 66.2K | −16.7% | $6.4M | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 73.2K | +356.6% | $6.3M | 0.1% |
DLOdLocal Ltd | 456.1K | −0.6% | $5.9M | 0.1% |
REALTheRealReal, Inc. | 496.6K | +123.8% | $5.9M | 0.1% |
TWSTTwist Bioscience Corp | 55.3K | +130.1% | $5.7M | 0.1% |
VICRVicor Corp | 14.9K | +7.4% | $5.7M | 0.1% |
IESCIES Holdings, Inc. | 7.3K | −39.1% | $5.3M | 0.1% |
GHGuardant Health, Inc. | 34.4K | −1.0% | $5.2M | 0.1% |
LPTHLightpath Technologies Inc | 314.5K | +297.8% | $5.1M | 0.1% |
PLPlanet Labs PBC | 149.2K | −30.2% | $4.9M | 0.1% |
VPGVishay Precision Group, Inc. | 32.7K | +35.0% | $4.9M | 0.1% |
NFLXNetflix Inc | 68.1K | −18.2% | $4.9M | 0.1% |
RXTRackspace Technology, Inc. | 709.2K | New | $4.6M | 0.1% |
FTKFlotek Industries Inc | 195.5K | +607.3% | $4.6M | 0.1% |
SAPSAP SE | 28.8K | −56.8% | $4.4M | 0.1% |
CRSCarpenter Technology Corp | 6.8K | −45.7% | $4.2M | 0.1% |
SITMSITIME Corp | 5.6K | −21.8% | $4.1M | 0.1% |
BFLYButterfly Network, Inc. | 480.5K | +18.3% | $4M | 0.1% |
AXTIAXT Inc | 52.7K | +6.8% | $3.8M | 0.1% |
TSLATesla, Inc. | 9K | +21.8% | $3.8M | 0.1% |
APLDApplied Digital Corp. | 98.3K | New | $3.7M | 0.1% |
VECOVeeco Instruments Inc | 48.3K | +301.7% | $3.7M | 0.1% |
BWBabcock & Wilcox Enterprises, Inc. | 249.4K | −8.1% | $3.5M | 0.1% |
AZNAstraZeneca PLC | 18.6K | −28.5% | $3.5M | 0.1% |
TMETencent Music Entertainment Group | 407.2K | −0.8% | $3.4M | 0.1% |
AIRAAR Corp | 23.6K | +45.4% | $3.4M | 0.1% |
WTWWillis Towers Watson PLC | 12.8K | −33.8% | $3.4M | 0.1% |
TSHATaysha Gene Therapies, Inc. | 489.2K | +53.0% | $3.3M | 0.1% |
LINDLindblad Expeditions Holdings, Inc. | 114.9K | +12.5% | $3.2M | 0.1% |
ATROAstronics Corp | 39.4K | −7.1% | $3.2M | 0.1% |
LFUSLittelfuse Inc | 7K | +41.5% | $3.2M | 0.1% |
ASTEAstec Industries Inc | 52.2K | +26.7% | $3.2M | 0.1% |
LTHLife Time Group Holdings, Inc. | 76.7K | +89.5% | $3.1M | 0.1% |
EVCEntravision Communications Corp | 236.9K | New | $3.1M | 0.1% |
TIGOMillicom International Cellular SA | 33.6K | −6.9% | $3M | 0.1% |
SPYSPDR S&P 500 ETF Trust | 4K | +6.9% | $3M | 0.1% |
JOBYJoby Aviation, Inc. | 332.2K | +12.7% | $3M | 0.1% |
CPACopa Holdings, S.A. | 18.9K | New | $2.9M | 0.1% |
CDNLCardinal Infrastructure Group Inc. | 30.8K | New | $2.9M | 0.1% |
SRRKScholar Rock Holding Corp | 52.1K | +0.3% | $2.9M | 0.1% |
AAOIApplied Optoelectronics, Inc. | 19.3K | +29.2% | $2.9M | 0.1% |
PRLBProto Labs Inc | 35K | −6.9% | $2.9M | 0.1% |
OPYOppenheimer Holdings Inc | 26.8K | −0.4% | $2.8M | 0.1% |
PLPCPreformed Line Products Co | 6.9K | −6.3% | $2.8M | 0.1% |
FPSForgent Power Solutions, Inc. | 50.3K | New | $2.8M | 0.1% |
DRTSAlpha Tau Medical Ltd. | 220.8K | New | $2.8M | 0.1% |
PTGXProtagonist Therapeutics, Inc | 22.7K | −6.9% | $2.8M | 0.1% |
CALYCallaway Golf Co | 146K | +107.3% | $2.7M | 0.1% |
AZZAZZ Inc | 17.4K | +20.3% | $2.7M | 0.1% |
PURRHyperliquid Strategies Inc | 340.3K | +448.8% | $2.7M | 0.1% |
CAKECheesecake Factory Inc | 33.3K | +34.1% | $2.6M | 0.1% |
ROADConstruction Partners, Inc. | 22.3K | −15.3% | $2.6M | 0.1% |
WTWisdomTree, Inc. | 149.1K | +36.7% | $2.5M | 0.1% |
FIVNFive9, Inc. | 117.3K | New | $2.5M | 0.1% |
CVNACarvana Co. | 37.5K | +410.4% | $2.5M | 0.1% |
MIRMMirum Pharmaceuticals, Inc. | 20.9K | +1.8% | $2.4M | 0.1% |
PRAXPraxis Precision Medicines, Inc. | 7.3K | −27.8% | $2.4M | 0.1% |
KNKnowles Corp | 58.5K | New | $2.4M | 0.1% |
VCTRVictory Capital Holdings, Inc. | 28.2K | −29.2% | $2.4M | 0.1% |
MECMayville Engineering Company, Inc. | 61.8K | New | $2.3M | 0.1% |
RKLBRocket Lab Corp | 22.8K | −3.4% | $2.3M | 0.1% |
SESea Ltd | 23.1K | −29.7% | $2.2M | 0.1% |
ADPTAdaptive Biotechnologies Corp | 102.5K | −11.7% | $2.2M | 0.1% |
NOVTNovanta Inc | 13.4K | New | $2.2M | 0.1% |
SMTCSemtech Corp | 13.4K | +103.8% | $2.2M | 0.1% |
PENGPenguin Solutions, Inc. | 28.3K | New | $2.2M | 0.1% |
ISHARES TRMSCI ACWI EX US | 27.8K | +8.1% | $2.1M | 0.1% |
ONONOn Holding AG | 58.7K | −33.3% | $2.1M | 0.1% |
AKTSAktis Oncology, Inc. | 63.5K | New | $2M | 0.1% |
BLLNBillionToOne, Inc. | 17K | New | $2M | 0.1% |
PTCTPTC Therapeutics, Inc. | 24.9K | New | $2M | 0.1% |
OUTOUTFRONT Media Inc. | 60.4K | +17.4% | $2M | 0.1% |
GHMGraham Corp | 15.9K | −11.0% | $2M | 0.1% |
TVTXTravere Therapeutics, Inc. | 34.3K | New | $1.9M | 0.1% |
ESTAEstablishment Labs Holdings Inc. | 22.5K | −7.3% | $1.9M | 0.1% |
WOLFWolfspeed, Inc. | 38.2K | New | $1.8M | 0.1% |
MAMAMama's Creations, Inc. | 100.5K | +53.6% | $1.8M | 0.1% |
ADEAAdeia Inc. | 52.6K | New | $1.7M | 0.1% |
EROEro Copper Corp. | 62.6K | −10.8% | $1.7M | 0.1% |
RHLDResolute Holdings Management, Inc. | 11.5K | −16.1% | $1.7M | 0.1% |
ETONEton Pharmaceuticals, Inc. | 45.4K | +50.6% | $1.6M | 0.1% |
CWCurtiss Wright Corp | 2.1K | +74.9% | $1.6M | 0.1% |
RNGRingCentral, Inc. | 40.1K | New | $1.6M | 0.1% |
ADBEAdobe Inc. | 7.6K | −36.1% | $1.6M | 0.1% |
FTITechnipFMC plc | 22.2K | −35.4% | $1.5M | 0.1% |
ZGNErmenegildo Zegna N.V. | 111.3K | New | $1.4M | 0.1% |
CVLGCovenant Logistics Group, Inc. | 31.9K | New | $1.4M | 0.1% |
KODKodiak Sciences Inc. | 35.5K | −14.2% | $1.4M | 0.1% |
AIRJAirJoule Technologies Corp. | 243.4K | New | $1.3M | 0.1% |
VELOVelo3D, Inc. | 74.4K | +21.1% | $1.3M | 0.1% |
OPLNOPENLANE, Inc. | 31K | −7.2% | $1.3M | 0.1% |
BTDRBitdeer Technologies Group | 79.5K | New | $1.3M | 0.1% |
GRBKGreen Brick Partners, Inc. | 15.2K | +15.6% | $1.2M | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 7.7K | +17.0% | $1.2M | 0.1% |
SOFISoFi Technologies, Inc. | 65.6K | −36.5% | $1.2M | 0.1% |
FNFabrinet | 2.1K | +8.1% | $1.2M | 0.1% |
TWLOTwilio Inc | 5.6K | +105.8% | $1.1M | 0.1% |
SPCXSpace Exploration Technologies Corp | 6.7K | New | $1.1M | 0.1% |
NESRNational Energy Services Reunited Corp. | 38.3K | New | $1.1M | 0.1% |
PRSUPursuit Attractions & Hospitality, Inc. | 20K | New | $1.1M | 0.1% |
IBNIcici Bank Ltd | 38.1K | −67.7% | $1.1M | 0.1% |
OSCROscar Health, Inc. | 38.7K | New | $1.1M | 0.1% |
AXSMAxsome Therapeutics, Inc. | 4.5K | +111.2% | $1.1M | 0.1% |
URGNUroGen Pharma Ltd. | 29.6K | New | $1.1M | 0.1% |
GLOBAL X FDSS&P 500 CATHOLIC | 11.9K | −37.1% | $1.1M | 0.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 1.5K | New | $1M | 0.1% |
RXORXO, Inc. | 37.4K | New | $1M | 0.1% |
WYFIWhiteFiber, Inc. | 26.3K | New | $1M | 0.1% |
WSCWillScot Holdings Corp | 34.2K | New | $987.8K | 0.1% |
ADTNADTRAN Holdings, Inc. | 70.3K | −7.1% | $977.1K | 0.1% |
EMBJEmbraer S.A. | 14.7K | +60.9% | $937.9K | 0.1% |
ASPIASP Isotopes Inc. | 149.6K | +21.6% | $930.3K | 0.1% |
DNTHDianthus Therapeutics, Inc. | 9.3K | +126.6% | $909.8K | 0.1% |
CYDChina Yuchai International Ltd | 19.1K | New | $907.7K | 0.1% |
AAPLApple Inc. | 2.9K | −28.6% | $836.7K | 0.1% |
CCXIChurchill Capital Corp XI | 45.6K | New | $795.5K | 0.1% |
LOCOEl Pollo Loco Holdings, Inc. | 46.4K | +253.5% | $787.3K | 0.1% |
MTSIMACOM Technology Solutions Holdings, Inc. | 2K | +92.7% | $779K | 0.1% |
APEIAmerican Public Education Inc | 14K | −1.1% | $750.2K | 0.1% |
AFRMAffirm Holdings, Inc. | 9K | +88.1% | $730.5K | 0.1% |
UALUnited Airlines Holdings, Inc. | 5.3K | New | $717.6K | 0.1% |
MITKMitek Systems Inc | 35.5K | +34.3% | $714.7K | 0.1% |
XPOXPO, Inc. | 3.4K | New | $697.2K | 0.1% |
GKOSGLAUKOS Corp | 4.8K | New | $673.4K | 0.1% |
CAMTCamtek Ltd | 4.1K | New | $670.9K | 0.1% |
SNSharkNinja, Inc. | 4.1K | +66.4% | $631.3K | 0.1% |
NXENexGen Energy Ltd. | 62.6K | −46.7% | $588.1K | 0.1% |
FORMFormfactor Inc | 3.6K | New | $574.3K | 0.1% |
TLNTalen Energy Corp | 1.5K | +116.0% | $566K | 0.1% |
AEISAdvanced Energy Industries Inc | 1.5K | New | $560.4K | 0.1% |
VISTVista Energy, S.A.B. de C.V. | 8.5K | +163.9% | $541.2K | 0.1% |
ARWRArrowhead Pharmaceuticals, Inc. | 6.6K | New | $538.9K | 0.1% |
ITRGIntegra Resources Corp. | 241.2K | New | $535.4K | 0.1% |
LSCCLattice Semiconductor Corp | 3.5K | New | $532K | 0.1% |
TDUPThredUp Inc. | 75.3K | New | $515.7K | 0.1% |
RBRKRubrik, Inc. | 6.2K | New | $497.8K | 0.1% |
DSGXDescartes Systems Group Inc | 7K | New | $483.8K | 0.1% |
EIKNEikon Therapeutics, Inc. | 35.7K | New | $466.4K | 0.1% |
BENFranklin Templeton Inc | 13.8K | New | $457.8K | 0.1% |
JAZZJazz Pharmaceuticals plc | 1.9K | New | $447.7K | 0.1% |
NTRANatera, Inc. | 1.6K | +28.2% | $441.6K | 0.1% |
SNDKSandisk Corp | 193 | −57.4% | $438.8K | 0.1% |
OOMAOoma Inc | 21K | New | $404.4K | 0.1% |
FTAIFTAI Aviation Ltd. | 1.4K | −20.3% | $379.8K | 0.1% |
ISHARES TRGLOBAL 100 ETF | 2.6K | New | $357.3K | 0.1% |
MRCYMercury Systems Inc | 2.9K | New | $355.2K | 0.1% |
ALHAlliance Laundry Holdings Inc. | 12.4K | New | $330K | 0.1% |
MLIMueller Industries Inc | 5.2K | +86.8% | $317.9K | 0.1% |
ROIVRoivant Sciences Ltd. | 8.7K | New | $306.4K | 0.1% |
PEverpure, Inc. | 3.8K | New | $301.6K | 0.1% |
BBIOBridgeBio Pharma, Inc. | 4K | −91.3% | $298.1K | 0.1% |
ABTAbbott Laboratories | 3.2K | −79.1% | $286.4K | 0.1% |
MLKNMillerknoll, Inc. | 12.5K | −52.6% | $255.1K | 0.1% |
FIDELITY COVINGTON TRUSTMSCI RL EST ETF | 8.7K | New | $254.1K | 0.1% |
HZOMarinemax Inc | 6.8K | New | $247.2K | 0.1% |
AMDAdvanced Micro Devices Inc | 417 | New | $242.2K | 0.1% |
SANMSanmina Corp | 886 | New | $224.2K | 0.1% |
ETSYEtsy Inc | 3K | New | $223.6K | 0.1% |
WWayfair Inc. | 2.4K | −93.2% | $222K | 0.1% |
AURAurora Innovation, Inc. | 32.5K | New | $221.8K | 0.1% |
BLZEBackblaze, Inc. | 13.3K | New | $210.4K | 0.1% |
LITELumentum Holdings Inc. | 243 | New | $208.5K | 0.1% |
BSXBoston Scientific Corp | 4.8K | −99.2% | $202.7K | 0.1% |
