Polen Capital · quarter digest
What Polen Capital did in Q2 2026
Polen Capital Management filed 261 moves in Q2 2026: 66 new, 57 add, 75 trim, 63 exit.
13F filed 2026-08-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 66
Fresh money
GEGE AEROSPACE
NEW·2.2% book·+41
GEVGE VERNOVA INC
NEW·2.0% book·−2
ATIATI INC
NEW·1.4% book·−3
HWMHOWMET AEROSPACE INC
NEW·1.1% book·−4
EMEEMCOR GROUP INC
NEW·0.7% book·−4
ADEAADEIA INC
NEW·0.0% book·−6
AEISADVANCED ENERGY INDS
NEW·0.0% book·−4
AMDADVANCED MICRO DEVICES INC
NEW·0.0% book·−23
AIRJAIRJOULE TECHNOLOGIES CORP
NEW·0.0% book·−3
AKTSAKTIS ONCOLOGY INC
NEW·0.0% book·−2
ALHALLIANCE LAUNDRY HLDGS INC
NEW·0.0% book·−3
DRTSALPHA TAU MEDICAL LTD
NEW·0.0% book·+2
APLDAPPLIED DIGITAL CORP
NEW·0.0% book·−6
ARWRARROWHEAD PHARMACEUTICALS IN
NEW·0.0% book·−4
AURAURORA INNOVATION INC
NEW·0.0% book·−12
BLZEBACKBLAZE INC
NEW·0.0% book·−4
BLLNBILLIONTOONE INC
NEW·0.0% book·+1
BTDRBITDEER TECHNOLOGIES GROUP
NEW·0.0% book·+2
CAMTCAMTEK LTD
NEW·0.0% book·−1
CDNLCARDINAL INFRASTRUCTURE GROU
NEW·0.0% book·+3
CYDCHINA YUCHAI INTL LTD
NEW·0.0% book·+2
CCXICHURCHILL CAP CORP XI
NEW·0.0% book·+2
CPACOPA HOLDINGS SA
NEW·0.0% book·−5
CVLGCOVENANT LOGISTICS GROUP INC
NEW·0.0% book·−3
DSGXDESCARTES SYS GROUP INC
NEW·0.0% book·−2
EIKNEIKON THERAPEUTICS INC
NEW·0.0% book·+2
EVCENTRAVISION COMMUNICATIONS C
NEW·0.0% book·−8
ZGNERMENEGILDO ZEGNA N V
NEW·0.0% book·−6
ETSYETSY INC
NEW·0.0% book·−7
PEVERPURE INC
NEW·0.0% book·−15
FRELFIDELITY COVINGTON TRUST
NEW·0.0% book·+2
FIVNFIVE9 INC
NEW·0.0% book·−4
FPSFORGENT POWER SOLUTIONS INC
NEW·0.0% book·+1
FORMFORMFACTOR INC
NEW·0.0% book·−6
BENFRANKLIN RESOURCES INC
NEW·0.0% book·−5
GKOSGLAUKOS CORP
NEW·0.0% book·−6
ITRGINTEGRA RES CORP
NEW·0.0% book·+2
JAZZJAZZ PHARMACEUTICALS PLC
NEW·0.0% book·−4
KNKNOWLES CORP
NEW·0.0% book·−3
LSCCLATTICE SEMICONDUCTOR CORP
NEW·0.0% book·−3
Showing top 40 · 26 smaller positions hidden
Adds · 57
Adding to conviction
TSMTAIWAN SEMICONDUCTOR MANUFAC
ADD +187%·2.1% book·−2
AMPXAMPRIUS TECHNOLOGIES INC
ADD +10%·0.1% book·0
BKDBROOKDALE SR LIVING INC
ADD +7%·0.1% book·+4
CCJCAMECO CORP
ADD +241%·0.1% book·−9
FROGJFROG LTD
ADD +360%·0.1% book·+3
LASRNLIGHT INC
ADD +49%·0.1% book·+4
POWLPOWELL INDS INC
ADD +67%·0.1% book·−12
WULFTERAWULF INC
ADD +429%·0.1% book·+1
REALTHE REALREAL INC
ADD +124%·0.1% book·+5
VUGVANGUARD INDEX FDS
ADD +357%·0.1% book·0
AIRAAR CORP
ADD +45%·0.0% book·0
AFRMAFFIRM HLDGS INC
ADD +88%·0.0% book·−10
AAOIAPPLIED OPTOELECTRONICS INC
ADD +29%·0.0% book·+1
ASPIASP ISOTOPES INC
ADD +22%·0.0% book·−5
ASTEASTEC INDS INC
ADD +27%·0.0% book·+4
AXSMAXSOME THERAPEUTICS INC.
ADD +111%·0.0% book·−1
AXTIAXT INC
ADD +7%·0.0% book·+4
AZZAZZ INC
ADD +20%·0.0% book·+2
BFLYBUTTERFLY NETWORK INC
ADD +18%·0.0% book·−3
CALYCALLAWAY GOLF CO
ADD +107%·0.0% book·−1
CVNACARVANA CO
ADD +410%·0.0% book·−11
CAKECHEESECAKE FACTORY INC
ADD +34%·0.0% book·−1
CWCURTISS WRIGHT CORP
ADD +75%·0.0% book·−4
DNTHDIANTHUS THERAPEUTICS INC
ADD +127%·0.0% book·+3
LOCOEL POLLO LOCO HLDGS INC
ADD +253%·0.0% book·+3
EMBJEMBRAER S.A.
ADD +61%·0.0% book·−1
ETONETON PHARMACEUTICALS INC
ADD +51%·0.0% book·+6
FNFABRINET
ADD +8%·0.0% book·−2
FTKFLOTEK INDUSTRIES INC
ADD +607%·0.0% book·−2
GRBKGREEN BRICK PARTNERS INC
ADD +16%·0.0% book·+14
PURRHYPERLIQUID STRATEGIES INC
ADD +449%·0.0% book·+8
JOBYJOBY AVIATION INC
ADD +13%·0.0% book·−4
LTHLIFE TIME GROUP HOLDINGS INC
ADD +89%·0.0% book·−14
LPTHLIGHTPATH TECHNOLOGIES INC
ADD +298%·0.0% book·+3
LINDLINDBLAD EXPEDITIONS HLDGS I
ADD +13%·0.0% book·0
LFUSLITTELFUSE INC
ADD +41%·0.0% book·0
MTSIMACOM TECH SOLUTIONS HLDGS I
ADD +93%·0.0% book·−1
MAMAMAMAS CREATIONS INC
ADD +54%·0.0% book·+4
MITKMITEK SYS INC
ADD +34%·0.0% book·+1
MLIMUELLER INDS INC
ADD +87%·0.0% book·−2
Showing top 40 · 17 smaller adds hidden
Trims · 75
Taking chips off
LLYELI LILLY & CO
TRIM -27%·6.9% book·−6
MSFTMICROSOFT CORP
TRIM -26%·6.7% book·−17
GOOGALPHABET INC
TRIM -27%·6.6% book·+2
AVGOBROADCOM INC
TRIM -27%·6.4% book·−12
AMZNAMAZON COM INC
TRIM -28%·5.8% book·−6
VVISA INC
TRIM -26%·5.3% book·−14
MAMASTERCARD INCORPORATED
TRIM -26%·5.1% book·−1
NOWSERVICENOW INC
TRIM -26%·4.6% book·+9
ORCLORACLE CORP
TRIM -29%·4.5% book·−18
SHOPSHOPIFY INC
TRIM -27%·4.5% book·−7
LRCXLAM RESEARCH CORP
TRIM -19%·3.2% book·−3
MSCIMSCI INC
TRIM -28%·3.2% book·+11
SBUXSTARBUCKS CORP
TRIM -30%·3.1% book·−12
IDXXIDEXX LABS INC
TRIM -23%·2.4% book·−10
CSGPCOSTAR GROUP INC
TRIM -30%·2.1% book·−6
ABNBAIRBNB INC
TRIM -27%·2.0% book·−14
METAMETA PLATFORMS INC
TRIM -31%·1.6% book·−2
ISRGINTUITIVE SURGICAL INC
TRIM -31%·1.5% book·−8
ROLROLLINS INC
TRIM -27%·0.6% book·−1
AONAON PLC
TRIM -88%·0.5% book·−17
MELIMERCADOLIBRE INC
TRIM -25%·0.4% book·−4
UBERUBER TECHNOLOGIES INC
TRIM -80%·0.4% book·+15
SPOTSPOTIFY TECHNOLOGY S A
TRIM -24%·0.3% book·−5
ACNACCENTURE PLC IRELAND
TRIM -89%·0.2% book·−6
SNPSSYNOPSYS INC
TRIM -94%·0.2% book·−12
ZTSZOETIS INC
TRIM -92%·0.2% book·−1
AEHRAEHR TEST SYS
TRIM -17%·0.1% book·−1
AGXARGAN INC
TRIM -43%·0.1% book·−12
BELFBBEL FUSE INC
TRIM -24%·0.1% book·+2
BEBLOOM ENERGY CORP
TRIM -39%·0.1% book·−7
YOUCLEAR SECURE INC
TRIM -10%·0.1% book·+1
NUNU HLDGS LTD
TRIM -38%·0.1% book·−13
SPHRSPHERE ENTERTAINMENT CO
TRIM -20%·0.1% book·−3
VSECVSE CORP
TRIM -29%·0.1% book·−1
ABTABBOTT LABORATORIES
TRIM -79%·0.0% book·−20
ADPTADAPTIVE BIOTECHNOLOGIES COR
TRIM -12%·0.0% book·−5
ADBEADOBE INC
TRIM -36%·0.0% book·−11
ADTNADTRAN HOLDINGS INC
TRIM -7%·0.0% book·−1
AAPLAPPLE INC
TRIM -29%·0.0% book·−21
AZNASTRAZENECA PLC
TRIM -29%·0.0% book·+1
Showing top 40 · 35 smaller trims hidden
Exits · 63
Closed positions
INTUINTUIT
EXIT·0.0% book·−21
AAALCOA CORP
EXIT·0.0% book·+12
ANROALTO NEUROSCIENCE INC
EXIT·0.0% book·−2
ANIPANI PHARMACEUTICALS INC
EXIT·0.0% book·−4
ANNXANNEXON INC
EXIT·0.0% book·0
ARLOARLO TECHNOLOGIES INC
EXIT·0.0% book·−3
AXAXOS FINANCIAL INC
EXIT·0.0% book·+4
BETRBETTER HOME & FINANCE HOLDIN
EXIT·0.0% book·+1
BKSYBLACKSKY TECHNOLOGY INC
EXIT·0.0% book·−3
VTOLBRISTOW GROUP INC
EXIT·0.0% book·−1
CELCCELCUITY INC
EXIT·0.0% book·+2
CPFCENTRAL PAC FINL CORP
EXIT·0.0% book·+5
CEPUCENTRAL PUERTO S A
EXIT·0.0% book·0
CRCLCIRCLE INTERNET GROUP INC
EXIT·0.0% book·+3
CCOCLEAR CHANNEL OUTDOOR HLDGS
EXIT·0.0% book·0
CAAPCORPORACION AMER ARPTS S A
EXIT·0.0% book·+1
DAVEDAVE INC
EXIT·0.0% book·−7
DLXDELUXE CORP MEDIUM TERM NTS
EXIT·0.0% book·−2
DNLIDENALI THERAPEUTICS INC
EXIT·0.0% book·+3
ESQESQUIRE FINL HLDGS INC
EXIT·0.0% book·−3
FSLYFASTLY INC
EXIT·0.0% book·−6
FIGSFIGS INC
EXIT·0.0% book·+1
FIGRFIGURE TECHNOLOGY SOLUTIO
EXIT·0.0% book·−3
FLYFIREFLY AEROSPACE INC
EXIT·0.0% book·0
FSLRFIRST SOLAR INC
EXIT·0.0% book·−10
FLRFLUOR CORP
EXIT·0.0% book·+2
ITGARTNER INC
EXIT·0.0% book·−8
WGSGENEDX HOLDINGS CORP
EXIT·0.0% book·+6
GPGIGPGI INC
EXIT·0.0% book·−7
GGALGRUPO FINANCIERO GALICIA S.A
EXIT·0.0% book·−1
HCIHCI GROUP INC
EXIT·0.0% book·−7
HDBHDFC BANK LTD
EXIT·0.0% book·−17
IRMDIRADIMED CORP
EXIT·0.0% book·−8
IRSIRSA INVERSIONES Y REP S A
EXIT·0.0% book·−1
EWTISHARES INC
EXIT·0.0% book·+5
SGOVISHARES TR
EXIT·0.0% book·−3
IEIVANHOE ELECTRIC INC
EXIT·0.0% book·−5
KRMNKARMAN HLDGS INC
EXIT·0.0% book·+6
KTBKONTOOR BRANDS INC
EXIT·0.0% book·−1
KTOSKRATOS DEFENSE & SEC SOLUTIO
EXIT·0.0% book·0
Showing top 40 · 23 smaller exits hidden
Current top holdings
Polen Capital’s book, latest snapshot
Other quarters for Polen Capital
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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