What Polen Capital Management bought and sold in Q1 2026

New positions (66)

• METAMeta Platforms Inc-class A1.9% · $273M
• LRCXLam Research Corp1.6% · $225M
• ROLRollins Inc0.8% · $116M
• DOCNDigitalocean Holdings Inc0.1% · $8M
• FSLYFastly Inc - Class A<0.1% · $7M
• MCHIIshares Msci China Etf<0.1% · $5M
• EWTIshares Msci Taiwan Etf<0.1% · $5M
• AZNAstrazeneca Plc<0.1% · $5M
• PRAXPraxis Precision Medicines I<0.1% · $3M
• SITMSitime Corp<0.1% · $2M
• VICRVicor Corp<0.1% · $2M
• AZZAzz Inc<0.1% · $2M
• AIRAar Corp<0.1% · $2M
• LINDLindblad Expeditions Holding<0.1% · $2M
• SHAKShake Shack Inc - Class A<0.1% · $2M
• LFUSLittelfuse Inc<0.1% · $2M
• WTWisdomtree Inc<0.1% · $2M
• WULFTerawulf Inc<0.1% · $2M
• CAKECheesecake Factory Inc/the<0.1% · $1M
• AAOIApplied Optoelectronics Inc<0.1% · $1M
• OUTOutfront Media Inc<0.1% · $1M
• CRCLCircle Internet Group Inc<0.1% · $1M
• NXENexgen Energy Ltd<0.1% · $1M
• IONQIonq Inc<0.1% · $1M
• TWSTTwist Bioscience Corp<0.1% · $1M
• FLRFluor Corp<0.1% · $980K
• VPGVishay Precision Group<0.1% · $1M
• ADTNAdtran Holdings Inc<0.1% · $952K
• CALYCallaway Golf Company<0.1% · $978K
• LRNStride Inc<0.1% · $932K
• KTBKontoor Brands Inc<0.1% · $927K
• ARLOArlo Technologies Inc<0.1% · $835K
• FLYFirefly Aerospace Inc<0.1% · $726K
• BKSYBlacksky Technology Inc<0.1% · $771K
• LPTHLightpath Technologies Inc-a<0.1% · $793K
• OFRMOnce Upon A Farm Pbc<0.1% · $664K
• ETONEton Pharmaceuticals Inc<0.1% · $744K
• LMNDLemonade Inc<0.1% · $515K
• ORNOrion Group Holdings Inc<0.1% · $537K
• BETRBetter Home & Finance Holdin<0.1% · $568K
• VECOVeeco Instruments Inc<0.1% · $407K
• CEPUCentral Puerto-sponsored Adr<0.1% · $372K
• PAHCPhibro Animal Health Corp-a<0.1% · $375K
• SMTCSemtech Corp<0.1% · $504K
• THRThermon Group Holdings Inc<0.1% · $477K
• ANROAlto Neuroscience Inc<0.1% · $373K
• DLXDeluxe Corp<0.1% · $390K
• FTKFlotek Industries Inc<0.1% · $469K
• MTWManitowoc Company Inc<0.1% · $465K
• ANNXAnnexon Inc<0.1% · $389K
• MLKNMillerknoll Inc<0.1% · $380K
• ANIPAni Pharmaceuticals Inc<0.1% · $493K
• AAAlcoa Corp<0.1% · $330K
• VTOLBristow Group Inc<0.1% · $351K
• VISTVista Energy Sab DE CV<0.1% · $243K
• MTSIMacom Technology Solutions H<0.1% · $236K
• SKYTSkywater Technology Inc<0.1% · $349K
• MITKMitek Systems Inc<0.1% · $357K
• AXSMAxsome Therapeutics Inc<0.1% · $358K
• DNTHDianthus Therapeutics Inc<0.1% · $346K
• PURRHyperliquid Strategies<0.1% · $316K
• OPENOpendoor Technologies Inc<0.1% · $82K
• QXOQxo Inc<0.1% · $208K
• BILSS Spdr BB 1-3m T-bill Etf<0.1% · $209K
• LOCOEL Pollo Loco Holdings Inc<0.1% · $182K
• NAUTNautilus Biotechnology Inc<0.1% · $157K

Added to (55)

• NOWServicenow Inc+28% shares · 5.3% · $760M
• CSGPCostar Group Inc+157% shares · 3.5% · $507M
• SPOTSpotify Technology S A+50% shares · 0.4% · $52M
• ASMLAsml Hldg NV+44% shares · 0.1% · $21M
• BELFBBel Fuse Inc-cl B+92% shares · 0.1% · $9M
• CECOCeco Environmental Corp+105% shares · 0.1% · $9M
• VSECVse Corp+22% shares · 0.1% · $8M
• AMPXAmprius Technologies Inc+46% shares · <0.1% · $7M
• YOUClear Secure Inc -class A+271% shares · <0.1% · $7M
• MODModine Manufacturing CO+103% shares · <0.1% · $6M
• PLPlanet Labs Pbc+92% shares · <0.1% · $6M
• BKDBrookdale Senior Living Inc+110% shares · <0.1% · $6M
• SPHRSphere Entertainment CO+103% shares · <0.1% · $6M
• LASRNlight Inc+46% shares · <0.1% · $5M
• CRSCarpenter Technology+105% shares · <0.1% · $5M
• WGSGenedx Holdings Corp+29% shares · <0.1% · $5M
• SEISolaris Energy Infrastructur+193% shares · <0.1% · $5M
• BWBabcock & Wilcox Enterpr+122% shares · <0.1% · $4M
• FIGRFigure Technology Solut-cl A+725% shares · <0.1% · $4M
• KRMNKarman Holdings Inc+583% shares · <0.1% · $4M
• BBIOBridgebio Pharma Inc+20% shares · <0.1% · $3M
• GHGuardant Health Inc+77% shares · <0.1% · $3M
• ROADConstruction Partners Inc-a+148% shares · <0.1% · $3M
• AEHRAehr Test Systems+164% shares · <0.1% · $3M
• AXTIAxt Inc+122% shares · <0.1% · $3M
• VCTRVictory Capital Holding - A+258% shares · <0.1% · $3M
• WWayfair Inc- Class A+31% shares · <0.1% · $3M
• SRRKScholar Rock Holding Corp+139% shares · <0.1% · $3M
• OPYOppenheimer Holdings-cl A+65% shares · <0.1% · $2M
• ASTEAstec Industries Inc+84% shares · <0.1% · $2M
• PRLBProto Labs Inc+806% shares · <0.1% · $2M
• PLPCPreformed Line Products CO+30% shares · <0.1% · $2M
• CELCCelcuity Inc+269% shares · <0.1% · $2M
• REALRealreal Inc/the+27% shares · <0.1% · $2M
• KTOSKratos Defense & Security+49% shares · <0.1% · $2M
• METCRamaco Resources Inc-a+35% shares · <0.1% · $2M
• MIRMMirum Pharmaceuticals Inc+54% shares · <0.1% · $2M
• EROEro Copper Corp+54% shares · <0.1% · $2M
• FIGSFigs Inc-class A+149% shares · <0.1% · $2M
• AXAxos Financial Inc+53% shares · <0.1% · $1M
• TSHATaysha Gene Therapies Inc+104% shares · <0.1% · $1M
• GHMGraham Corp+187% shares · <0.1% · $1M
• RKLBRocket Lab Corp+54% shares · <0.1% · $2M
• DNLIDenali Therapeutics Inc+143% shares · <0.1% · $1M
• NUVLNuvalent Inc-a+100% shares · <0.1% · $1M
• LTHLife Time Group Holdings Inc+321% shares · <0.1% · $1M
• SGOVIshares 0-3 Month Treasury B+127% shares · <0.1% · $1M
• MAMAMama's Creations Inc+98% shares · <0.1% · $1M
• CPFCentral Pacific Financial CO+46% shares · <0.1% · $1M
• WINAWinmark Corp+166% shares · <0.1% · $976K
• STRLSterling Infrastructure Inc+31% shares · <0.1% · $1M
• GRBKGreen Brick Partners Inc+102% shares · <0.1% · $850K
• VELOVelo3d Inc+54% shares · <0.1% · $577K
• ASNDUSDAscendis Pharma A/s+50% shares · <0.1% · $414K
• CCOClear Channel Outdoor Holdin+82% shares · <0.1% · $414K

Trimmed (58)

• MSFTMicrosoft Corp-27% shares · 7.3% · $1.05B
• GOOGAlphabet Inc-cl C-27% shares · 5.8% · $845M
• LLYEli Lilly & CO-27% shares · 5.8% · $841M
• AVGOBroadcom Inc-24% shares · 5.8% · $835M
• AMZNAmazon.com Inc-55% shares · 5.6% · $812M
• MAMastercard Inc - A-28% shares · 5.3% · $770M
• VVisa Inc-class A Shares-28% shares · 5.1% · $739M
• ORCLOracle Corp-30% shares · 5.1% · $739M
• NVDANvidia Corp-23% shares · 5.0% · $716M
• MSCIMsci Inc-30% shares · 3.5% · $501M
• ZTSZoetis Inc-24% shares · 3.5% · $499M
• SBUXStarbucks Corp-25% shares · 3.1% · $453M
• AONAon Plc-27% shares · 3.0% · $437M
• IDXXIdexx Laboratories Inc-28% shares · 2.7% · $391M
• ABNBAirbnb Inc-class A-25% shares · 2.0% · $287M
• ISRGIntuitive Surgical Inc-28% shares · 1.9% · $280M
• ACNAccenture Plc Ireland-28% shares · 1.9% · $269M
• SNPSSynopsys Inc-21% shares · 1.8% · $266M
• IWFIshares Russell 1000 Growth-48% shares · 1.2% · $173M
• MELIMercadolibre Inc-28% shares · 0.4% · $60M
• ACWIIshares Msci Acwi Etf-50% shares · 0.3% · $42M
• BSXBoston Scientific Corp-86% shares · 0.3% · $36M
• SAPSap Se-sponsored Adr-71% shares · 0.1% · $11M
• AGXArgan Inc-28% shares · 0.1% · $10M
• INTUIntuit Inc-96% shares · 0.1% · $9M
• NFLXNetflix Inc-52% shares · 0.1% · $8M
• VUGVanguard Growth Etf-52% shares · <0.1% · $7M
• WTWWillis Towers Watson Plc Ltd-29% shares · <0.1% · $6M
• MDTMedtronic Plc-28% shares · <0.1% · $5M
• PAYCPaycom Software Inc-98% shares · <0.1% · $4M
• ADBEAdobe Inc-99% shares · <0.1% · $3M
• ATROAstronics Corp-21% shares · <0.1% · $3M
• SESea Ltd-adr-23% shares · <0.1% · $3M
• SPYSS Spdr S&p 500 Etf Trust-us-44% shares · <0.1% · $2M
• CCJCameco Corp-28% shares · <0.1% · $2M
• RHLDResolute Holdings Manag-35% shares · <0.1% · $2M
• IRMDIradimed Corp-23% shares · <0.1% · $2M
• ACWXIshares Msci Acwi EX US Etf-80% shares · <0.1% · $2M
• ADPTAdaptive Biotechnologies-64% shares · <0.1% · $2M
• ABTAbbott Laboratories-100% shares · <0.1% · $2M
• CATHGlobal X S&p 500 CA Val Etf-32% shares · <0.1% · $1M
• IEIvanhoe Electric Inc / US-38% shares · <0.1% · $1M
• HCIHci Group Inc-66% shares · <0.1% · $944K
• OPLNOpenlane Inc-28% shares · <0.1% · $972K
• AAPLApple Inc-48% shares · <0.1% · $1M
• VTVanguard Tot World Stk Etf-80% shares · <0.1% · $913K
• DAVEDave Inc-67% shares · <0.1% · $674K
• TMDXTransmedics Group Inc-31% shares · <0.1% · $738K
• HDBHdfc Bank Ltd-adr-93% shares · <0.1% · $595K
• MIRMirion Technologies Inc-69% shares · <0.1% · $463K
• TLNTalen Energy Corp-49% shares · <0.1% · $218K
• SMRNuscale Power Corp-67% shares · <0.1% · $230K
• FSLRFirst Solar Inc-85% shares · <0.1% · $252K
• CRMSalesforce Inc-53% shares · <0.1% · $227K
• SNDKSandisk Corp-76% shares · <0.1% · $288K
• AFRMAffirm Holdings Inc-86% shares · <0.1% · $218K
• ITGartner Inc-82% shares · <0.1% · $245K
• GGALGrupo Financiero Galicia-adr-79% shares · <0.1% · $205K

Exited (69)

• ICLRIcon Plcwas 0.1% of book
• MNDYMonday Com Ltdwas 0.1% of book
• IVVIshares Core S&p 500 Etfwas <0.1% of book
• PDDPdd Holdings Incwas <0.1% of book
• HURNHuron Consulting Group Incwas <0.1% of book
• WDAYWorkday Inc-class Awas <0.1% of book
• ATECAlphatec Holdings Incwas <0.1% of book
• VTIVanguard Total Stock Mkt Etfwas <0.1% of book
• RDVTRed Violet Incwas <0.1% of book
• TMOThermo Fisher Scientific Incwas <0.1% of book
• GRALGrail Incwas <0.1% of book
• HHHHoward Hughes Holdings Incwas <0.1% of book
• AORTArtivion Incwas <0.1% of book
• LQDALiquidia Corpwas <0.1% of book
• TDUPThredup Inc - Class Awas <0.1% of book
• KURAKura Oncology Incwas <0.1% of book
• CEGConstellation Energywas <0.1% of book
• UPWKUpwork Incwas <0.1% of book
• XERSXeris Biopharma Holdings Incwas <0.1% of book
• IHRTIheartmedia Inc - Class Awas <0.1% of book
• SWIMLatham Group Incwas <0.1% of book
• CYTKCytokinetics Incwas <0.1% of book
• PBIPitney Bowes Incwas <0.1% of book
• AMSCAmerican Superconductor Corpwas <0.1% of book
• LMBLimbach Holdings Incwas <0.1% of book
• ADPAutomatic Data Processingwas <0.1% of book
• PSNLPersonalis Incwas <0.1% of book
• NRGNrg Energy Incwas <0.1% of book
• LYFTLyft Inc-awas <0.1% of book
• NAMSNewamsterdam Pharma Companywas <0.1% of book
• MEDPMedpace Holdings Incwas <0.1% of book
• MESOMesoblast Ltd- Spon Adrwas <0.1% of book
• UNHUnitedhealth Group Incwas <0.1% of book
• LUXELuxexperience BVwas <0.1% of book
• AVAVAerovironment Incwas <0.1% of book
• OPFIOppfi Incwas <0.1% of book
• ESPREsperion Therapeutics Incwas <0.1% of book
• NSSCNapco Security Technologieswas <0.1% of book
• PRCHPorch Group Incwas <0.1% of book
• HQYHealthequity Incwas <0.1% of book
• AYIAcuity Incwas <0.1% of book
• APPNAppian Corp-awas <0.1% of book
• NMRKNewmark Group Inc-class Awas <0.1% of book
• CSIQCanadian Solar Incwas <0.1% of book
• SKYWSkywest Incwas <0.1% of book
• OLMAOlema Pharmaceuticals Incwas <0.1% of book
• ADTAdt Incwas <0.1% of book
• AWIArmstrong World Industrieswas <0.1% of book
• OSCROscar Health Inc - Class Awas <0.1% of book
• UUnity Software Incwas <0.1% of book
• PACBPacific Biosciences OF Califwas <0.1% of book
• CPSCooper-standard Holdingwas <0.1% of book
• ULSUL Solutions Inc - Class Awas <0.1% of book
• PYPLPaypal Holdings Incwas <0.1% of book
• IOOIshares Global 100 Etfwas <0.1% of book
• ABCLAbcellera Biologics Incwas <0.1% of book
• GAPGap Inc/thewas <0.1% of book
• RRRichtech Robotics Inc-cl Bwas <0.1% of book
• PGENPrecigen Incwas <0.1% of book
• GDYNGrid Dynamics Holdings Incwas <0.1% of book
• SERVServe Robotics Incwas <0.1% of book
• TTANServicetitan Inc-awas <0.1% of book
• ADSKAutodesk Incwas <0.1% of book
• TEMTempus AI Inc-cl Awas <0.1% of book
• WALWestern Alliance Bancorpwas <0.1% of book
• SYMSymbotic Incwas <0.1% of book
• EOSEEos Energy Enterprises Incwas <0.1% of book
• PTONPeloton Interactive Inc-awas <0.1% of book
• HLLYHolley Incwas <0.1% of book

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