Polen Capital
Active equity managersFiles as POLEN CAPITAL MANAGEMENT LLC (SEC CIK 1034524). Portfolio from its latest quarterly 13F-HR filing.
- $11.5B
- Tracked value
- 210
- Positions
- Q2 2026
- Portfolio as of
- Aug 4, 2026
- Filed
Holdings
Top 100 of 210 tracked positions, by value| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & Co | 7.0% | ▼ 27.1% | 666,912 | $799.91M |
| 2 | NVDANVIDIA CORP | 6.9% | ▼ 3.1% | 3,978,446 | $796.05M |
| 3 | MSFTMICROSOFT CORP | 6.8% | ▼ 26.3% | 2,098,613 | $782.82M |
| 4 | GOOGAlphabet Inc. | 6.7% | ▼ 26.5% | 2,165,218 | $765.04M |
| 5 | AVGOBroadcom Inc. | 6.4% | ▼ 27.3% | 1,960,209 | $740.47M |
| 6 | AMZNAMAZON COM INC | 5.8% | ▼ 27.9% | 2,809,953 | $669.72M |
| 7 | VVISA INC. | 5.4% | ▼ 26.2% | 1,805,617 | $619.49M |
| 8 | MAMastercard Inc | 5.1% | ▼ 25.9% | 1,141,958 | $586.51M |
| 9 | NOWServiceNow, Inc. | 4.6% | ▼ 26.1% | 5,370,172 | $533.15M |
| 10 | ORCLORACLE CORP | 4.6% | ▼ 28.9% | 3,574,259 | $523.81M |
| 11 | SHOPSHOPIFY INC. | 4.5% | ▼ 27.4% | 4,577,524 | $522.66M |
| 12 | MSCIMSCI Inc. | 3.3% | ▼ 27.7% | 671,797 | $376.23M |
| 13 | LRCXLAM RESEARCH CORP | 3.2% | ▼ 18.5% | 859,036 | $372.25M |
| 14 | SBUXSTARBUCKS CORP | 3.2% | ▼ 29.8% | 3,550,773 | $362.85M |
| 15 | IDXXIDEXX LABORATORIES INC /DE | 2.4% | ▼ 23.5% | 532,384 | $280.27M |
| 16 | GEGENERAL ELECTRIC CO | 2.2% | NEW | 690,493 | $258.06M |
| 17 | CSGPCOSTAR GROUP, INC. | 2.2% | ▼ 30.3% | 8,759,314 | $248.06M |
| 18 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.1% | ▲ 187% | 501,210 | $239.36M |
| 19 | ABNBAirbnb, Inc. | 2.1% | ▼ 27.4% | 1,649,884 | $236.1M |
| 20 | GEVGE Vernova Inc. | 2.0% | NEW | 196,612 | $230.99M |
| 21 | METAMeta Platforms, Inc. | 1.6% | ▼ 30.9% | 329,573 | $185.65M |
| 22 | ISRGINTUITIVE SURGICAL INC | 1.5% | ▼ 26.2% | 447,944 | $178.14M |
| 23 | ATIATI INC | 1.4% | NEW | 819,236 | $161.47M |
| 24 | HWMHowmet Aerospace Inc. | 1.1% | NEW | 457,124 | $122.9M |
| 25 | EMEEMCOR Group, Inc. | 0.7% | NEW | 103,123 | $85.58M |
| 26 | ROLROLLINS INC | 0.6% | ▼ 26.9% | 1,590,903 | $66.4M |
| 27 | AONAon plc | 0.5% | ▼ 87.9% | 164,035 | $54.41M |
| 28 | MELIMERCADOLIBRE INC | 0.4% | ▼ 24.7% | 25,926 | $44.01M |
| 29 | UBERUber Technologies, Inc | 0.4% | ▼ 80.5% | 570,063 | $41.14M |
| 30 | SPOTSpotify Technology S.A. | 0.3% | ▼ 24.1% | 81,578 | $37.46M |
| 31 | ASMLASML HOLDING NV | 0.3% | ▼ 4.0% | 15,427 | $30.69M |
| 32 | ZTSZoetis Inc. | 0.2% | ▼ 92.4% | 320,420 | $23.03M |
| 33 | ACNAccenture plc | 0.2% | ▼ 88.7% | 152,800 | $19.01M |
| 34 | SNPSSYNOPSYS INC | 0.2% | ▼ 93.9% | 41,267 | $18.41M |
| 35 | DOCNDigitalOcean Holdings, Inc. | 0.1% | ▲ 5.3% | 101,350 | $15.91M |
| 36 | WULFTERAWULF INC. | 0.1% | ▲ 429% | 563,139 | $13.91M |
| 37 | CECOCECO ENVIRONMENTAL CORP | 0.1% | ▼ 3.7% | 137,977 | $12.52M |
| 38 | BEBloom Energy Corp | 0.1% | ▼ 39.3% | 40,838 | $12.36M |
| 39 | BELFBBEL FUSE INC /NJ | 0.1% | ▼ 24.2% | 32,845 | $10.94M |
| 40 | NUNu Holdings Ltd. | 0.1% | ▼ 38.2% | 752,747 | $10.06M |
| 41 | GOOGLAlphabet Inc. | 0.1% | ▼ 1.4% | 27,810 | $9.94M |
| 42 | LASRNLIGHT, INC. | 0.1% | ▲ 48.6% | 133,448 | $9.29M |
| 43 | FROGJFrog Ltd | 0.1% | ▲ 360% | 93,117 | $8.46M |
| 44 | POWLPOWELL INDUSTRIES INC | 0.1% | ▲ 66.9% | 29,181 | $8.36M |
| 45 | AGXARGAN INC | 0.1% | ▼ 43.2% | 10,214 | $8.16M |
| 46 | MODMODINE MANUFACTURING CO | 0.1% | ▲ 1.0% | 29,335 | $7.83M |
| 47 | YOUClear Secure, Inc. | 0.1% | ▼ 9.7% | 131,773 | $7.34M |
| 48 | BKDBrookdale Senior Living Inc. | 0.1% | ▲ 7.3% | 451,082 | $7.26M |
| 49 | BWXTBWX Technologies, Inc. | 0.1% | ▼ 3.0% | 36,974 | $7.2M |
| 50 | CCJCAMECO CORP | 0.1% | ▲ 241% | 68,968 | $7.03M |
| 51 | VSECVSE CORP | 0.1% | ▼ 29.0% | 29,853 | $6.82M |
| 52 | SPHRSphere Entertainment Co. | 0.1% | ▼ 20.2% | 38,529 | $6.67M |
| 53 | SEISolaris Energy Infrastructure, Inc. | 0.1% | ▼ 4.0% | 80,324 | $6.46M |
| 54 | AMPXAmprius Technologies, Inc. | 0.1% | ▲ 10.3% | 465,598 | $6.45M |
| 55 | AEHRAEHR TEST SYSTEMS | 0.1% | ▼ 16.7% | 66,157 | $6.36M |
| 56 | DLOdLocal Ltd | 0.1% | ▼ 0.6% | 456,087 | $5.93M |
| 57 | REALTheRealReal, Inc. | 0.1% | ▲ 124% | 496,556 | $5.85M |
| 58 | TWSTTwist Bioscience Corp | 0.0% | ▲ 130% | 55,310 | $5.69M |
| 59 | VICRVICOR CORP | 0.0% | ▲ 7.4% | 14,924 | $5.67M |
| 60 | IESCIES Holdings, Inc. | 0.0% | ▼ 39.1% | 7,275 | $5.34M |
| 61 | GHGuardant Health, Inc. | 0.0% | ▼ 1.0% | 34,372 | $5.16M |
| 62 | LPTHLIGHTPATH TECHNOLOGIES INC | 0.0% | ▲ 298% | 314,476 | $5.14M |
| 63 | PLPlanet Labs PBC | 0.0% | ▼ 30.2% | 149,211 | $4.94M |
| 64 | VPGVishay Precision Group, Inc. | 0.0% | ▲ 35.0% | 32,744 | $4.91M |
| 65 | NFLXNETFLIX INC | 0.0% | ▼ 18.2% | 68,139 | $4.87M |
| 66 | RXTRackspace Technology, Inc. | 0.0% | NEW | 709,189 | $4.63M |
| 67 | FTKFLOTEK INDUSTRIES INC/CN/ | 0.0% | ▲ 607% | 195,504 | $4.6M |
| 68 | SAPSAP SE | 0.0% | ▼ 56.8% | 28,773 | $4.43M |
| 69 | CRSCARPENTER TECHNOLOGY CORP | 0.0% | ▼ 45.7% | 6,756 | $4.17M |
| 70 | SITMSITIME Corp | 0.0% | ▼ 21.8% | 5,555 | $4.14M |
| 71 | BFLYButterfly Network, Inc. | 0.0% | ▲ 18.3% | 480,502 | $4.05M |
| 72 | AXTIAXT INC | 0.0% | ▲ 6.8% | 52,707 | $3.8M |
| 73 | TSLATesla, Inc. | 0.0% | ▲ 21.8% | 8,974 | $3.77M |
| 74 | APLDApplied Digital Corp. | 0.0% | NEW | 98,328 | $3.67M |
| 75 | VECOVEECO INSTRUMENTS INC | 0.0% | ▲ 302% | 48,314 | $3.66M |
| 76 | BWBabcock & Wilcox Enterprises, Inc. | 0.0% | ▼ 8.1% | 249,411 | $3.52M |
| 77 | AZNASTRAZENECA PLC | 0.0% | ▼ 28.5% | 18,621 | $3.51M |
| 78 | TMETencent Music Entertainment Group | 0.0% | ▼ 0.8% | 407,182 | $3.4M |
| 79 | AIRAAR CORP | 0.0% | ▲ 45.4% | 23,561 | $3.37M |
| 80 | WTWWILLIS TOWERS WATSON PLC | 0.0% | ▼ 33.8% | 12,833 | $3.35M |
| 81 | TSHATaysha Gene Therapies, Inc. | 0.0% | ▲ 53.0% | 489,219 | $3.33M |
| 82 | LINDLINDBLAD EXPEDITIONS HOLDINGS, INC. | 0.0% | ▲ 12.5% | 114,915 | $3.25M |
| 83 | ATROASTRONICS CORP | 0.0% | ▼ 7.1% | 39,379 | $3.2M |
| 84 | LFUSLITTELFUSE INC /DE | 0.0% | ▲ 41.5% | 7,016 | $3.19M |
| 85 | ASTEASTEC INDUSTRIES INC | 0.0% | ▲ 26.7% | 52,160 | $3.19M |
| 86 | LTHLife Time Group Holdings, Inc. | 0.0% | ▲ 89.5% | 76,705 | $3.13M |
| 87 | EVCENTRAVISION COMMUNICATIONS CORP | 0.0% | NEW | 236,939 | $3.09M |
| 88 | TIGOMILLICOM INTERNATIONAL CELLULAR SA | 0.0% | ▼ 6.9% | 33,602 | $3.05M |
| 89 | SPYSPDR S&P 500 ETF TRUST | 0.0% | ▲ 6.9% | 4,018 | $3M |
| 90 | JOBYJoby Aviation, Inc. | 0.0% | ▲ 12.7% | 332,157 | $2.96M |
| 91 | CPACopa Holdings, S.A. | 0.0% | NEW | 18,948 | $2.95M |
| 92 | CDNLCardinal Infrastructure Group Inc. | 0.0% | NEW | 30,787 | $2.9M |
| 93 | SRRKScholar Rock Holding Corp | 0.0% | ▲ 0.3% | 52,132 | $2.87M |
| 94 | AAOIAPPLIED OPTOELECTRONICS, INC. | 0.0% | ▲ 29.2% | 19,272 | $2.86M |
| 95 | PRLBProto Labs Inc | 0.0% | ▼ 6.9% | 35,011 | $2.85M |
| 96 | OPYOPPENHEIMER HOLDINGS INC | 0.0% | ▼ 0.4% | 26,834 | $2.83M |
| 97 | PLPCPREFORMED LINE PRODUCTS CO | 0.0% | ▼ 6.3% | 6,875 | $2.82M |
| 98 | FPSForgent Power Solutions, Inc. | 0.0% | NEW | 50,328 | $2.81M |
| 99 | DRTSAlpha Tau Medical Ltd. | 0.0% | NEW | 220,751 | $2.78M |
| 100 | PTGXProtagonist Therapeutics, Inc | 0.0% | ▼ 6.9% | 22,651 | $2.78M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.