13F filing recap · Q2 2026

What did Polen Capital Management buy in Q2 2026?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Polen account, including accounts that belong to no fund below.

Stock value

$11.61B

Positions

219

Estimated turnover

46.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

GEGeneral Electric Company$258.06Mreported value+690.5K shares GEVGE Vernova Inc.$230.99Mreported value+196.6K shares ATIAti Inc.$161.47Mreported value+819.2K shares HWMHowmet Aerospace Inc.$122.90Mreported value+457.1K shares EMEEmcor Group, Inc.$85.58Mreported value+103.1K shares RXTRackspace Technology, Inc.$4.63Mreported value+709.2K shares APLDApplied Digital Corporation$3.67Mreported value+98.3K shares EVCEntravision Communications Corporation$3.09Mreported value+236.9K shares CPACopa Holdings, S.a.$2.95Mreported value+18.9K shares CDNLCardinal Infrastructure Group Inc.$2.90Mreported value+30.8K shares FPSForgent Power Solutions, Inc.$2.81Mreported value+50.3K shares DRTSAlpha Tau Medical Ltd.$2.78Mreported value+220.8K shares FIVNFive9, Inc.$2.50Mreported value+117.3K shares KNKnowles Corporation$2.43Mreported value+58.5K shares MECMayville Engineering Company, Inc.$2.32Mreported value+61.8K shares NOVTNovanta Inc$2.17Mreported value+13.4K shares PENGPenguin Solutions, Inc.$2.15Mreported value+28.3K shares AKTSAktis Oncology, Inc.$2.05Mreported value+63.5K shares BLLNBilliontoone, Inc.$2.04Mreported value+17.0K shares PTCTPtc Therapeutics, Inc.$2.03Mreported value+24.9K shares TVTXTravere Therapeutics, Inc.$1.95Mreported value+34.3K shares WOLFWolfspeed, Inc.$1.84Mreported value+38.2K shares ADEAAdeia Inc.$1.73Mreported value+52.6K shares RNGRingcentral, Inc.$1.56Mreported value+40.1K shares ZGNErmenegildo Zegna N.v.$1.45Mreported value+111.3K shares CVLGCovenant Logistics Group, Inc.$1.41Mreported value+31.9K shares AIRJAirjoule Technologies Corp.$1.35Mreported value+243.4K shares BTDRBitdeer Technologies Group$1.26Mreported value+79.5K shares SPCXSpace Exploration Technologies Corp.$1.15Mreported value+6.7K shares NESRNational Energy Services Reunited Corp.$1.14Mreported value+38.3K shares PRSUPursuit Attractions & Hospitality, Inc.$1.12Mreported value+20.0K shares OSCROscar Health, Inc.$1.10Mreported value+38.7K shares URGNUrogen Pharma Ltd.$1.09Mreported value+29.6K shares VOOVanguard Index Funds$1.04Mreported value+1.5K shares RXORxo, Inc.$1.03Mreported value+37.4K shares WYFIWhitefiber, Inc.$1.02Mreported value+26.3K shares WSCWillscot Holdings Corporation$987.8Kreported value+34.2K shares CYDChina Yuchai International Limited$907.7Kreported value+19.1K shares CCXIChurchill Capital Corp XI$795.5Kreported value+45.6K shares UALUnited Airlines Holdings, Inc.$717.6Kreported value+5.3K shares XPOXpo, Inc.$697.2Kreported value+3.4K shares GKOSGlaukos Corp$673.4Kreported value+4.8K shares CAMTCamtek Ltd$670.9Kreported value+4.1K shares FORMFormfactor, Inc.$574.3Kreported value+3.6K shares AEISAdvanced Energy Industries, Inc.$560.4Kreported value+1.5K shares ARWRArrowhead Pharmaceuticals, Inc.$538.9Kreported value+6.6K shares ITRGIntegra Resources Corp.$535.4Kreported value+241.2K shares LSCCLattice Semiconductor Corp$532.0Kreported value+3.5K shares TDUPThredup Inc.$515.7Kreported value+75.3K shares RBRKRubrik, Inc.$497.8Kreported value+6.2K shares DSGXDescartes Systems Group Inc$483.8Kreported value+7.0K shares EIKNEikon Therapeutics, Inc.$466.4Kreported value+35.7K shares BENFranklin Resources, Inc.$457.8Kreported value+13.8K shares JAZZJazz Pharmaceuticals Plc$447.7Kreported value+1.9K shares OOMAOoma Inc$404.4Kreported value+21.0K shares IOOiShares Trust$357.3Kreported value+2.6K shares MRCYMercury Systems, Inc.$355.2Kreported value+2.9K shares ALHAlliance Laundry Holdings Inc.$330.0Kreported value+12.4K shares ROIVRoivant Sciences Ltd.$306.4Kreported value+8.7K shares PEverpure, Inc.$301.6Kreported value+3.8K shares FRELFidelity Covington Trust$254.1Kreported value+8.7K shares HZOMarinemax Inc$247.2Kreported value+6.8K shares AMDAdvanced Micro Devices Inc$242.2Kreported value+417 shares SANMSanmina Corporation$224.2Kreported value+886 shares ETSYEtsy, Inc$223.6Kreported value+3.0K shares AURAurora Innovation, Inc.$221.8Kreported value+32.5K shares BLZEBackblaze, Inc.$210.4Kreported value+13.3K shares LITELumentum Holdings Inc.$208.5Kreported value+243 shares

Increased positions

TSMTaiwan Semiconductor Manufacturing$239.36Mreported value+326.5K shares+186.9%IWFiShares Trust$76.20Mreported value+206.8K shares+50.8%DOCNDigitalocean Holdings, Inc.$15.91Mreported value+5.1K shares+5.3%WULFTerawulf Inc.$13.91Mreported value+456.8K shares

Reduced positions

LLYEli Lilly & Co$799.91Mreported value-247.6K shares-27.1%NVDANvidia Corp$796.05Mreported value-125.8K shares-3.1%MSFTMicrosoft Corporation$782.82Mreported value-747.3K shares-26.3%GOOGAlphabet Inc.$765.04Mreported value-781.4K shares

Exited positions

INTUIntuit Inc.$8.58Mprior reported value-19.9K shares-100.0%FSLYFastly, Inc.$6.93Mprior reported value-238.5K shares-100.0%MCHIiShares Trust$5.44Mprior reported value-96.8K shares-100.0%MDTMedtronic Plc$5.26Mprior reported value-60.7K shares