Polen Capital Management
Polen Capital Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
Largest 100 holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | $799.9M | 6.9% | 666.9K | Reduced |
| 2 | NVDANVIDIA CORPORATION | $796.0M | 6.9% | 4.0M | Reduced |
| 3 | MSFTMICROSOFT CORP | $782.8M | 6.7% | 2.1M | Reduced |
| 4 | GOOGALPHABET INC | $765.0M | 6.6% | 2.2M | Reduced |
| 5 | AVGOBROADCOM INC | $740.5M | 6.4% | 2.0M | Reduced |
| 6 | AMZNAMAZON COM INC | $669.7M | 5.8% | 2.8M | Reduced |
| 7 | VVISA INC | $619.5M | 5.3% | 1.8M | Reduced |
| 8 | MAMASTERCARD INCORPORATED | $586.5M | 5.1% | 1.1M | Reduced |
| 9 | NOWSERVICENOW INC | $533.2M | 4.6% | 5.4M | Reduced |
| 10 | ORCLORACLE CORP | $523.8M | 4.5% | 3.6M | Reduced |
| 11 | SHOPSHOPIFY INC | $522.7M | 4.5% | 4.6M | Reduced |
| 12 | MSCIMSCI INC | $376.2M | 3.2% | 671.8K | Reduced |
| 13 | LRCXLAM RESEARCH CORP | $372.2M | 3.2% | 859.0K | Reduced |
| 14 | SBUXSTARBUCKS CORP | $362.9M | 3.1% | 3.6M | Reduced |
| 15 | IDXXIDEXX LABS INC | $280.3M | 2.4% | 532.4K | Reduced |
| 16 | GEGE AEROSPACE | $258.1M | 2.2% | 690.5K | New |
| 17 | CSGPCOSTAR GROUP INC | $248.1M | 2.1% | 8.8M | Reduced |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | $239.4M | 2.1% | 501.2K | Added |
| 19 | ABNBAIRBNB INC | $236.1M | 2.0% | 1.6M | Reduced |
| 20 | GEVGE VERNOVA INC | $231.0M | 2.0% | 196.6K | New |
| 21 | METAMETA PLATFORMS INC | $185.6M | 1.6% | 329.6K | Reduced |
| 22 | ISRGINTUITIVE SURGICAL INC | $178.1M | 1.5% | 447.9K | Reduced |
| 23 | ATIATI INC | $161.5M | 1.4% | 819.2K | New |
| 24 | HWMHOWMET AEROSPACE INC | $122.9M | 1.1% | 457.1K | New |
| 25 | EMEEMCOR GROUP INC | $85.6M | 0.7% | 103.1K | New |
| 26 | ISHARES TR | $76.2M | 0.7% | 613.6K | Added |
| 27 | ROLROLLINS INC | $66.4M | 0.6% | 1.6M | Reduced |
| 28 | AON PLC | $54.4M | 0.5% | 164.0K | Reduced |
| 29 | MELIMERCADOLIBRE INC | $44.0M | 0.4% | 25.9K | Reduced |
| 30 | UBERUBER TECHNOLOGIES INC | $41.1M | 0.4% | 570.1K | Reduced |
| 31 | SPOTIFY TECHNOLOGY S A | $37.5M | 0.3% | 81.6K | Reduced |
| 32 | ASML HLDG NV | $30.7M | 0.3% | 15.4K | Reduced |
| 33 | ZTSZOETIS INC | $23.0M | 0.2% | 320.4K | Reduced |
| 34 | ACCENTURE PLC IRELAND | $19.0M | 0.2% | 152.8K | Reduced |
| 35 | ISHARES TR | $18.9M | 0.2% | 120.5K | Reduced |
| 36 | SNPSSYNOPSYS INC | $18.4M | 0.2% | 41.3K | Reduced |
| 37 | DOCNDIGITALOCEAN HLDGS INC | $15.9M | 0.1% | 101.3K | Added |
| 38 | WULFTERAWULF INC | $13.9M | 0.1% | 563.1K | Added |
| 39 | CECOCECO ENVIRONMENTAL CORP | $12.5M | 0.1% | 138.0K | Reduced |
| 40 | BEBLOOM ENERGY CORP | $12.4M | 0.1% | 40.8K | Reduced |
| 41 | BEL FUSE INC | $10.9M | 0.1% | 32.8K | Reduced |
| 42 | NU HLDGS LTD | $10.1M | 0.1% | 752.7K | Reduced |
| 43 | ALPHABET INC | $9.9M | 0.1% | 27.8K | Reduced |
| 44 | LASRNLIGHT INC | $9.3M | 0.1% | 133.4K | Added |
| 45 | JFROG LTD | $8.5M | 0.1% | 93.1K | Added |
| 46 | POWLPOWELL INDS INC | $8.4M | 0.1% | 29.2K | Added |
| 47 | AGXARGAN INC | $8.2M | 0.1% | 10.2K | Reduced |
| 48 | MODMODINE MFG CO | $7.8M | 0.1% | 29.3K | Added |
| 49 | YOUCLEAR SECURE INC | $7.3M | 0.1% | 131.8K | Reduced |
| 50 | BKDBROOKDALE SR LIVING INC | $7.3M | 0.1% | 451.1K | Added |
| 51 | BWXTBWX TECHNOLOGIES INC | $7.2M | 0.1% | 37.0K | Reduced |
| 52 | CAMECO CORP | $7.0M | 0.1% | 69.0K | Added |
| 53 | VSECVSE CORP | $6.8M | 0.1% | 29.9K | Reduced |
| 54 | SPHRSPHERE ENTERTAINMENT CO | $6.7M | 0.1% | 38.5K | Reduced |
| 55 | SEISOLARIS ENERGY INFRAS INC | $6.5M | 0.1% | 80.3K | Reduced |
| 56 | AMPXAMPRIUS TECHNOLOGIES INC | $6.5M | 0.1% | 465.6K | Added |
| 57 | AEHRAEHR TEST SYS | $6.4M | 0.1% | 66.2K | Reduced |
| 58 | VANGUARD INDEX FDS | $6.3M | 0.1% | 73.2K | Added |
| 59 | DLOCAL LTD | $5.9M | 0.1% | 456.1K | Reduced |
| 60 | REALTHE REALREAL INC | $5.9M | 0.1% | 496.6K | Added |
| 61 | TWSTTWIST BIOSCIENCE CORP | $5.7M | 0.0% | 55.3K | Added |
| 62 | VICRVICOR CORP | $5.7M | 0.0% | 14.9K | Added |
| 63 | IESCIES HOLDINGS INC | $5.3M | 0.0% | 7.3K | Reduced |
| 64 | GHGUARDANT HEALTH INC | $5.2M | 0.0% | 34.4K | Reduced |
| 65 | LPTHLIGHTPATH TECHNOLOGIES INC | $5.1M | 0.0% | 314.5K | Added |
| 66 | PLPLANET LABS PBC | $4.9M | 0.0% | 149.2K | Reduced |
| 67 | VPGVISHAY PRECISION GROUP INC | $4.9M | 0.0% | 32.7K | Added |
| 68 | NFLXNETFLIX INC. | $4.9M | 0.0% | 68.1K | Reduced |
| 69 | RXTRACKSPACE TECHNOLOGY INC | $4.6M | 0.0% | 709.2K | New |
| 70 | FTKFLOTEK INDUSTRIES INC | $4.6M | 0.0% | 195.5K | Added |
| 71 | SAP SE | $4.4M | 0.0% | 28.8K | Reduced |
| 72 | CRSCARPENTER TECHNOLOGY CORP | $4.2M | 0.0% | 6.8K | Reduced |
| 73 | SITMSITIME CORP | $4.1M | 0.0% | 5.6K | Reduced |
| 74 | BFLYBUTTERFLY NETWORK INC | $4.0M | 0.0% | 480.5K | Added |
| 75 | AXTIAXT INC | $3.8M | 0.0% | 52.7K | Added |
| 76 | TSLATESLA INC | $3.8M | 0.0% | 9.0K | Added |
| 77 | APLDAPPLIED DIGITAL CORP | $3.7M | 0.0% | 98.3K | New |
| 78 | VECOVEECO INSTRS INC DEL | $3.7M | 0.0% | 48.3K | Added |
| 79 | BWBABCOCK & WILCOX ENTERPRISES | $3.5M | 0.0% | 249.4K | Reduced |
| 80 | ASTRAZENECA PLC | $3.5M | 0.0% | 18.6K | Reduced |
| 81 | TENCENT MUSIC ENTMT GROUP | $3.4M | 0.0% | 407.2K | Reduced |
| 82 | AIRAAR CORP | $3.4M | 0.0% | 23.6K | Added |
| 83 | WILLIS TOWERS WATSON PLC LTD | $3.4M | 0.0% | 12.8K | Reduced |
| 84 | TSHATAYSHA GENE THERAPIES INC | $3.3M | 0.0% | 489.2K | Added |
| 85 | LINDLINDBLAD EXPEDITIONS HLDGS I | $3.2M | 0.0% | 114.9K | Added |
| 86 | ATROASTRONICS CORP | $3.2M | 0.0% | 39.4K | Reduced |
| 87 | LFUSLITTELFUSE INC | $3.2M | 0.0% | 7.0K | Added |
| 88 | ASTEASTEC INDS INC | $3.2M | 0.0% | 52.2K | Added |
| 89 | LTHLIFE TIME GROUP HOLDINGS INC | $3.1M | 0.0% | 76.7K | Added |
| 90 | EVCENTRAVISION COMMUNICATIONS C | $3.1M | 0.0% | 236.9K | New |
| 91 | MILLICOM INTL CELLULAR S A | $3.0M | 0.0% | 33.6K | Reduced |
| 92 | STATE STR SPDR S&P 500 ETF T | $3.0M | 0.0% | 4.0K | Added |
| 93 | JOBY AVIATION INC | $3.0M | 0.0% | 332.2K | Added |
| 94 | COPA HOLDINGS SA | $2.9M | 0.0% | 18.9K | New |
| 95 | CDNLCARDINAL INFRASTRUCTURE GROU | $2.9M | 0.0% | 30.8K | New |
| 96 | SCHOLAR ROCK HLDG CORP | $2.9M | 0.0% | 52.1K | Added |
| 97 | AAOIAPPLIED OPTOELECTRONICS INC | $2.9M | 0.0% | 19.3K | Added |
| 98 | PRLBPROTO LABS INC | $2.9M | 0.0% | 35.0K | Reduced |
| 99 | OPYOPPENHEIMER HLDGS INC | $2.8M | 0.0% | 26.8K | Reduced |
| 100 | PLPCPREFORMED LINE PRODS CO | $2.8M | 0.0% | 6.9K | Reduced |
Not listed here: 119 further positions worth $144.9M (1.2% of the 13F). The complete list is in Polen Capital Management’s 13F filings on EDGAR.
Sold out (Q2 2026)
INTU, FSLY, ISHARES TR, MEDTRONIC PLC, ISHARES INC, WGS, PAYC, FIGR, KRMN, CORPORACION AMER ARPTS S A, KTOS, IRMD, CELCUITY INC, METC, FIGS, SHAK, IRSA INVERSIONES Y REP S A, AX, NUVALENT INC, ESQUIRE FINL HLDGS INC, DNLI, CRCL, IONQ, IVANHOE ELECTRIC INC, ISHARES TR, SIONNA THERAPEUTICS INC, STRL, CPF, XMTR, FLR, WINA, HCI, LRN, KTB, CANTOR EQUITY PARTNERS II IN, ARLO, BKSY, TMDX, FLY, DAVE, ONCE UPON A FARM PBC, HDB, GPGI, BETR, ORN, LMND, ANIP, THERMON GROUP HLDGS INC, MTW, MIR and 20 more
Do they hold anything you hold?
Paste your tickers and see which of them Polen Capital Management and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.
From Polen Capital Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.