Loading…
Investors / Polen Capital
Polen Capital Management
13F
220 positions · Q2 2026AI holdings · 40 tickers
$6.16B| # | Ticker | Company | Layer | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|---|
| NVDA | |||||||
| MSFT | |||||||
| GOOG | |||||||
| AVGO | |||||||
| AMZN | |||||||
| NOW | |||||||
| ORCL | |||||||
| LRCX | |||||||
| TSM | |||||||
| GEV | |||||||
| META | |||||||
| ISRG | |||||||
| ASML | |||||||
| SNPS | |||||||
| DOCN | |||||||
| WULF | |||||||
| BE | |||||||
| GOOGL | |||||||
| SEI | |||||||
| TSLA | |||||||
| APLD | |||||||
| VECO | |||||||
| BW | |||||||
| JOBY | |||||||
| AAOI | |||||||
| RKLB | |||||||
| SMTC | |||||||
| WOLF | |||||||
| ADBE | |||||||
| BTDR | |||||||
| SPCX | |||||||
| AAPL | |||||||
| MTSI | |||||||
| AEIS | |||||||
| LSCC | |||||||
| RBRK | |||||||
| SNDK | |||||||
| AMD | |||||||
| AUR | |||||||
| LITE |
Other holdings · 180 tickers
$5.45B · non-AI| # | Ticker | Company | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|
| 41 | LLY | $799.9M | 6.9% | |||
| 42 | V | $619.5M | 5.3% | |||
| 43 | MA | $586.5M | 5.1% | |||
| 44 | SHOP | $522.7M | 4.5% | |||
| 45 | MSCI | $376.2M | 3.2% | |||
| 46 | SBUX | $362.9M | 3.1% | |||
| 47 | IDXX | $280.3M | 2.4% | |||
| 48 | GE | $258.1M | 2.2% | |||
| 49 | CSGP | $248.1M | 2.1% | |||
| 50 | ABNB | $236.1M | 2.0% | |||
| 51 | ATI | $161.5M | 1.4% | |||
| 52 | HWM | $122.9M | 1.1% | |||
| 53 | EME | $85.6M | 0.7% | |||
| 54 | IWF | $76.2M | 0.7% | |||
| 55 | ROL | $66.4M | 0.6% | |||
| 56 | AON | $54.4M | 0.5% | |||
| 57 | MELI | $44M | 0.4% | |||
| 58 | UBER | $41.1M | 0.4% | |||
| 59 | SPOT | $37.5M | 0.3% | |||
| 60 | ZTS | $23M | 0.2% | |||
| 61 | ACN | $19M | 0.2% | |||
| 62 | ACWI | $18.9M | 0.2% | |||
| 63 | CECO | $12.5M | 0.1% | |||
| 64 | BELFB | $10.9M | 0.1% | |||
| 65 | NU UN | $10.1M | 0.1% | |||
| 66 | LASR | $9.3M | 0.1% | |||
| 67 | FROG | $8.5M | 0.1% | |||
| 68 | POWL | $8.4M | 0.1% | |||
| 69 | AGX | $8.2M | 0.1% | |||
| 70 | MOD | $7.8M | 0.1% | |||
| 71 | YOU | $7.3M | 0.1% | |||
| 72 | BKD | $7.3M | 0.1% | |||
| 73 | BWXT | $7.2M | 0.1% | |||
| 74 | CCJ | $7M | 0.1% | |||
| 75 | VSEC | $6.8M | 0.1% | |||
| 76 | SPHR | $6.7M | 0.1% | |||
| 77 | AMPX | $6.5M | 0.1% | |||
| 78 | AEHR | $6.4M | 0.1% | |||
| 79 | VUG | $6.3M | 0.1% | |||
| 80 | DLO | $5.9M | 0.1% | |||
| 81 | REAL | $5.9M | 0.1% | |||
| 82 | TWST | $5.7M | 0.0% | |||
| 83 | VICR | $5.7M | 0.0% | |||
| 84 | IESC | $5.3M | 0.0% | |||
| 85 | GH | $5.2M | 0.0% | |||
| 86 | LPTH | $5.1M | 0.0% | |||
| 87 | PL | $4.9M | 0.0% | |||
| 88 | VPG | $4.9M | 0.0% | |||
| 89 | NFLX | $4.9M | 0.0% | |||
| 90 | RXT | $4.6M | 0.0% | |||
| 91 | FTK | $4.6M | 0.0% | |||
| 92 | SAP | $4.4M | 0.0% | |||
| 93 | CRS | $4.2M | 0.0% | |||
| 94 | SITM | $4.1M | 0.0% | |||
| 95 | BFLY | $4M | 0.0% | |||
| 96 | AXTI | $3.8M | 0.0% | |||
| 97 | AZN | $3.5M | 0.0% | |||
| 98 | TME | $3.4M | 0.0% | |||
| 99 | AIR | $3.4M | 0.0% | |||
| 100 | WTW | $3.4M | 0.0% | |||
| 101 | TSHA | $3.3M | 0.0% | |||
| 102 | LIND | $3.2M | 0.0% | |||
| 103 | ATRO | $3.2M | 0.0% | |||
| 104 | LFUS | $3.2M | 0.0% | |||
| 105 | ASTE | $3.2M | 0.0% | |||
| 106 | LTH | $3.1M | 0.0% | |||
| 107 | EVC | $3.1M | 0.0% | |||
| 108 | TIGO | $3M | 0.0% | |||
| 109 | SPY | $3M | 0.0% | |||
| 110 | CPA | $2.9M | 0.0% | |||
| 111 | CDNL | $2.9M | 0.0% | |||
| 112 | SRRK | $2.9M | 0.0% | |||
| 113 | PRLB | $2.9M | 0.0% | |||
| 114 | OPY | $2.8M | 0.0% | |||
| 115 | PLPC | $2.8M | 0.0% | |||
| 116 | FPS | $2.8M | 0.0% | |||
| 117 | DRTS | $2.8M | 0.0% | |||
| 118 | PTGX | $2.8M | 0.0% | |||
| 119 | CALY | $2.7M | 0.0% | |||
| 120 | AZZ | $2.7M | 0.0% | |||
| 121 | PURR | $2.7M | 0.0% | |||
| 122 | CAKE | $2.6M | 0.0% | |||
| 123 | ROAD | $2.6M | 0.0% | |||
| 124 | WT | $2.5M | 0.0% | |||
| 125 | FIVN | $2.5M | 0.0% | |||
| 126 | CVNA | $2.5M | 0.0% | |||
| 127 | MIRM | $2.4M | 0.0% | |||
| 128 | PRAX | $2.4M | 0.0% | |||
| 129 | KN | $2.4M | 0.0% | |||
| 130 | VCTR | $2.4M | 0.0% | |||
| 131 | MEC | $2.3M | 0.0% | |||
| 132 | RKLB UQ | $2.3M | 0.0% | |||
| 133 | SE | $2.2M | 0.0% | |||
| 134 | ADPT | $2.2M | 0.0% | |||
| 135 | NOVT | $2.2M | 0.0% | |||
| 136 | PENG | $2.2M | 0.0% | |||
| 137 | ACWX | $2.1M | 0.0% | |||
| 138 | ONON | $2.1M | 0.0% | |||
| 139 | AKTS | $2M | 0.0% | |||
| 140 | BLLN | $2M | 0.0% | |||
| 141 | PTCT | $2M | 0.0% | |||
| 142 | OUT | $2M | 0.0% | |||
| 143 | GHM | $2M | 0.0% | |||
| 144 | TVTX | $1.9M | 0.0% | |||
| 145 | ESTA | $1.9M | 0.0% | |||
| 146 | MAMA | $1.8M | 0.0% | |||
| 147 | ADEA | $1.7M | 0.0% | |||
| 148 | ERO | $1.7M | 0.0% | |||
| 149 | RHLD | $1.7M | 0.0% | |||
| 150 | ETON | $1.6M | 0.0% | |||
| 151 | CW | $1.6M | 0.0% | |||
| 152 | RNG | $1.6M | 0.0% | |||
| 153 | FTI | $1.5M | 0.0% | |||
| 154 | ZGN | $1.4M | 0.0% | |||
| 155 | CVLG | $1.4M | 0.0% | |||
| 156 | KOD | $1.4M | 0.0% | |||
| 157 | AIRJ | $1.3M | 0.0% | |||
| 158 | VELO | $1.3M | 0.0% | |||
| 159 | OPLN | $1.3M | 0.0% | |||
| 160 | GRBK | $1.2M | 0.0% | |||
| 161 | VT | $1.2M | 0.0% | |||
| 162 | SOFI | $1.2M | 0.0% | |||
| 163 | FN | $1.2M | 0.0% | |||
| 164 | TWLO | $1.1M | 0.0% | |||
| 165 | NESR | $1.1M | 0.0% | |||
| 166 | PRSU | $1.1M | 0.0% | |||
| 167 | IBN | $1.1M | 0.0% | |||
| 168 | OSCR | $1.1M | 0.0% | |||
| 169 | AXSM | $1.1M | 0.0% | |||
| 170 | URGN | $1.1M | 0.0% | |||
| 171 | CATH | $1.1M | 0.0% | |||
| 172 | VOO | $1M | 0.0% | |||
| 173 | RXO | $1M | 0.0% | |||
| 174 | WYFI | $1M | 0.0% | |||
| 175 | WSC | $988K | 0.0% | |||
| 176 | ADTN | $977K | 0.0% | |||
| 177 | EMBJ | $938K | 0.0% | |||
| 178 | ASPI | $930K | 0.0% | |||
| 179 | DNTH | $910K | 0.0% | |||
| 180 | CYD | $908K | 0.0% | |||
| 181 | CCXI | $796K | 0.0% | |||
| 182 | LOCO | $787K | 0.0% | |||
| 183 | APEI | $750K | 0.0% | |||
| 184 | AFRM | $731K | 0.0% | |||
| 185 | UAL | $718K | 0.0% | |||
| 186 | MITK | $715K | 0.0% | |||
| 187 | XPO | $697K | 0.0% | |||
| 188 | GKOS | $673K | 0.0% | |||
| 189 | CAMT | $671K | 0.0% | |||
| 190 | SN | $631K | 0.0% | |||
| 191 | NXE | $588K | 0.0% | |||
| 192 | FORM | $574K | 0.0% | |||
| 193 | TLN | $566K | 0.0% | |||
| 194 | VIST | $541K | 0.0% | |||
| 195 | ARWR | $539K | 0.0% | |||
| 196 | ITRG | $535K | 0.0% | |||
| 197 | TDUP | $516K | 0.0% | |||
| 198 | DSGX | $484K | 0.0% | |||
| 199 | EIKN | $466K | 0.0% | |||
| 200 | BEN | $458K | 0.0% | |||
| 201 | JAZZ | $448K | 0.0% | |||
| 202 | NTRA | $442K | 0.0% | |||
| 203 | OOMA | $404K | 0.0% | |||
| 204 | FTAI | $380K | 0.0% | |||
| 205 | IOO | $357K | 0.0% | |||
| 206 | MRCY | $355K | 0.0% | |||
| 207 | ALH | $330K | 0.0% | |||
| 208 | MLI | $318K | 0.0% | |||
| 209 | ROIV | $306K | 0.0% | |||
| 210 | P | $302K | 0.0% | |||
| 211 | BBIO | $298K | 0.0% | |||
| 212 | ABT | $286K | 0.0% | |||
| 213 | MLKN | $255K | 0.0% | |||
| 214 | FREL | $254K | 0.0% | |||
| 215 | HZO | $247K | 0.0% | |||
| 216 | SANM | $224K | 0.0% | |||
| 217 | ETSY | $224K | 0.0% | |||
| 218 | W | $222K | 0.0% | |||
| 219 | BLZE | $210K | 0.0% | |||
| 220 | BSX | $203K | 0.0% |
13G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Include non-AI changes (433)
Q1 2026
Q2 2026
NVDA
TRIM−1M
TRIM−126K
MSFT
—
TRIM−747K
GOOG
TRIM−1M
TRIM−781K
AVGO
—
TRIM−737K
AMZN
TRIM−5M
TRIM−1M
NOW
ADD+2M
TRIM−2M
ORCL
TRIM−2M
TRIM−1M
LRCX
—
TRIM−195K
TSM
—
ADD+327K
GEV
—
NEW+197K
META
—
TRIM−147K
ISRG
—
TRIM−159K
ASML
—
TRIM−645
SNPS
—
TRIM−630K
DOCN
—
ADD+5K
WULF
—
ADD+457K
BE
—
TRIM−26K
GOOGL
TRIM−3K
TRIM−385
SEI
—
TRIM−3K
TSLA
—
ADD+2K
APLD
—
NEW+98K
VECO
—
ADD+36K
BW
ADD+149K
TRIM−22K
JOBY
ADD+45K
ADD+37K
AAOI
NEW+15K
ADD+4K
RKLB
—
TRIM−804
SMTC
—
ADD+7K
WOLF
—
NEW+38K
ADBE
TRIM−1M
TRIM−4K
BTDR
—
NEW+80K
SPCX
—
NEW+7K
AAPL
—
TRIM−1K
MTSI
—
ADD+985
AEIS
—
NEW+2K
LSCC
—
NEW+3K
RBRK
—
NEW+6K
SNDK
—
TRIM−260
AMD
—
NEW+417
AUR
—
NEW+33K
LITE
—
NEW+243
SES
—
DROP
PLTR
—
DROP
RMBS
—
DROP
STRL
—
DROP
ACHR
—
DROP
TEM
—
DROP
IONQ
—
DROP
NTNX
—
DROP
FIGR
ADD+93K
DROP
CRDO
DROP
DROP
AMSC
DROP
DROP
CRM
—
DROP
SYM
—
DROP
IOT
—
DROP
Not held
low → high position value
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q2 2026 | TRIM | MSFT | -747,275 | $-270.6M |
| Q2 2026 | TRIM | SNPS | -629,966 | $-247.7M |
| Q2 2026 | NEW | GEV | +196,612 | +$231M |
| Q2 2026 | TRIM | NOW | -1,899,281 | $-226.9M |
| Q2 2026 | TRIM | ORCL | -1,449,998 | $-215.3M |
| Q2 2026 | ADD | TSM | +326,524 | +$180.3M |
| Q2 2026 | TRIM | LRCX | -195,459 | +$146.9M |
| Q2 2026 | TRIM | AMZN | -1,086,786 | $-141.8M |
| Q2 2026 | TRIM | ISRG | -158,882 | $-101.6M |
| Q2 2026 | TRIM | AVGO | -737,358 | $-94.5M |
| Q2 2026 | TRIM | META | -147,090 | $-87.1M |
| Q2 2026 | TRIM | NVDA | -125,801 | +$80.3M |
| Q2 2026 | TRIM | GOOG | -781,419 | $-80.2M |
| Q2 2026 | ADD | WULF | +456,764 | +$12.4M |
| Q2 2026 | TRIM | ASML | -645 | +$9.5M |
| Q2 2026 | ADD | DOCN | +5,144 | +$7.7M |
| Q2 2026 | NEW | APLD | +98,328 | +$3.7M |
| Q2 2026 | DROP | FIGR | -105,634 | $-3.6M |
| Q2 2026 | ADD | VECO | +36,286 | +$3.3M |
| Q2 2026 | TRIM | BE | -26,393 | +$3.3M |
| Q2 2026 | NEW | WOLF | +38,219 | +$1.8M |
| Q2 2026 | TRIM | GOOGL | -385 | +$1.8M |
| Q2 2026 | TRIM | SEI | -3,351 | +$1.7M |
| Q2 2026 | ADD | SMTC | +6,800 | +$1.7M |
| Q2 2026 | ADD | AAOI | +4,359 | +$1.6M |
| Q2 2026 | TRIM | ADBE | -4,287 | $-1.3M |
| Q2 2026 | NEW | BTDR | +79,540 | +$1.3M |
| Q2 2026 | DROP | IONQ | -42,109 | $-1.2M |
| Q2 2026 | NEW | SPCX | +6,705 | +$1.1M |
| Q2 2026 | DROP | STRL | -2,553 | $-1M |
| Q2 2026 | ADD | TSLA | +1,606 | +$1M |
| Q2 2026 | TRIM | RKLB | -804 | +$800K |
| Q2 2026 | NEW | AEIS | +1,503 | +$560K |
| Q2 2026 | ADD | MTSI | +985 | +$543K |
| Q2 2026 | NEW | LSCC | +3,478 | +$532K |
| Q2 2026 | ADD | JOBY | +37,403 | +$528K |
| Q2 2026 | NEW | RBRK | +6,201 | +$498K |
| Q2 2026 | TRIM | BW | -22,081 | $-472K |
| Q2 2026 | DROP | SES | -320,271 | $-308K |
| Q2 2026 | NEW | AMD | +417 | +$242K |
| Q2 2026 | DROP | CRM | -1,215 | $-227K |
| Q2 2026 | NEW | AUR | +32,520 | +$222K |
| Q2 2026 | NEW | LITE | +243 | +$209K |
| Q2 2026 | TRIM | AAPL | -1,160 | $-192K |
| Q2 2026 | TRIM | SNDK | -260 | +$151K |
| Q2 2026 | DROP | PLTR | 0 | $0 |
| Q2 2026 | DROP | RMBS | 0 | $0 |
| Q2 2026 | DROP | ACHR | 0 | $0 |
| Q2 2026 | DROP | TEM | 0 | $0 |
| Q2 2026 | DROP | NTNX | 0 | $0 |
| Q2 2026 | DROP | CRDO | 0 | $0 |
| Q2 2026 | DROP | AMSC | 0 | $0 |
| Q2 2026 | DROP | SYM | 0 | $0 |
| Q2 2026 | DROP | IOT | 0 | $0 |
| Q1 2026 | TRIM | AMZN | -4,756,982 | $-1.2B |
| Q1 2026 | TRIM | ORCL | -2,161,239 | $-661.4M |
| Q1 2026 | TRIM | ADBE | -1,333,720 | $-468.1M |
| Q1 2026 | TRIM | GOOG | -1,071,484 | $-415.6M |
| Q1 2026 | TRIM | NVDA | -1,223,865 | $-277.9M |
| Q1 2026 | ADD | NOW | +1,588,665 | $-110.2M |
| Q1 2026 | ADD | BW | +149,212 | +$3.2M |
| Q1 2026 | ADD | FIGR | +92,831 | +$3.1M |
| Q1 2026 | TRIM | GOOGL | -2,669 | $-1.6M |
| Q1 2026 | NEW | AAOI | +14,913 | +$1.3M |
| Q1 2026 | DROP | CRDO | -7,915 | $-1.1M |
| Q1 2026 | ADD | JOBY | +44,687 | $-866K |
| Q1 2026 | DROP | AMSC | -23,565 | $-678K |