What Polen Capital Management bought and sold in Q1 2026
In Q1 2026, Polen Capital Management (Polen Capital Management) opened 66 new positions — including META (1.9%), LRCX (1.6%), ROL (0.8%), added to 55, trimmed 58, exited 69 (ICLR, MNDY, IVV). The book stood at $14.46B across 221 positions, filed May 14, 2026.
66New55Added58Trimmed69Exited
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
- LINDLindblad Expeditions Holding<0.1% · $2M
- SHAKShake Shack Inc - Class A<0.1% · $2M
- LFUSLittelfuse Inc<0.1% · $2M
- AIRAar Corp<0.1% · $2M
- AZZAzz Inc<0.1% · $2M
- WTWisdomtree Inc<0.1% · $2M
- WULFTerawulf Inc<0.1% · $2M
- OUTOutfront Media Inc<0.1% · $1M
- AAOIApplied Optoelectronics Inc<0.1% · $1M
- NXENexgen Energy Ltd<0.1% · $1M
- CAKECheesecake Factory Inc/the<0.1% · $1M
- CRCLCircle Internet Group Inc<0.1% · $1M
- TWSTTwist Bioscience Corp<0.1% · $1M
- IONQIonq Inc<0.1% · $1M
- VPGVishay Precision Group<0.1% · $1M
- ADTNAdtran Holdings Inc<0.1% · $952K
- FLRFluor Corp<0.1% · $980K
- CALYCallaway Golf Company<0.1% · $978K
- LRNStride Inc<0.1% · $932K
- ARLOArlo Technologies Inc<0.1% · $835K
- KTBKontoor Brands Inc<0.1% · $927K
- FLYFirefly Aerospace Inc<0.1% · $726K
- BKSYBlacksky Technology Inc<0.1% · $771K
- OFRMOnce Upon A Farm Pbc<0.1% · $664K
- ETONEton Pharmaceuticals Inc<0.1% · $744K
- LPTHLightpath Technologies Inc-a<0.1% · $793K
- LMNDLemonade Inc<0.1% · $515K
- ORNOrion Group Holdings Inc<0.1% · $537K
- BETRBetter Home & Finance Holdin<0.1% · $568K
- MTWManitowoc Company Inc<0.1% · $465K
- VECOVeeco Instruments Inc<0.1% · $407K
- PAHCPhibro Animal Health Corp-a<0.1% · $375K
- DLXDeluxe Corp<0.1% · $390K
- THRThermon Group Holdings Inc<0.1% · $477K
- SMTCSemtech Corp<0.1% · $504K
- FTKFlotek Industries Inc<0.1% · $469K
- ANROAlto Neuroscience Inc<0.1% · $373K
- MLKNMillerknoll Inc<0.1% · $380K
- ANNXAnnexon Inc<0.1% · $389K
- ANIPAni Pharmaceuticals Inc<0.1% · $493K
- CEPUCentral Puerto-sponsored Adr<0.1% · $372K
- MTSIMacom Technology Solutions H<0.1% · $236K
- VTOLBristow Group Inc<0.1% · $351K
- DNTHDianthus Therapeutics Inc<0.1% · $346K
- PURRHyperliquid Strategies<0.1% · $316K
- MITKMitek Systems Inc<0.1% · $357K
- AAAlcoa Corp<0.1% · $330K
- VISTVista Energy Sab DE CV<0.1% · $243K
- AXSMAxsome Therapeutics Inc<0.1% · $358K
- SKYTSkywater Technology Inc<0.1% · $349K
- BILSS Spdr BB 1-3m T-bill Etf<0.1% · $209K
- LOCOEL Pollo Loco Holdings Inc<0.1% · $182K
- QXOQxo Inc<0.1% · $208K
- NAUTNautilus Biotechnology Inc<0.1% · $157K
- OPENOpendoor Technologies Inc<0.1% · $82K
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
- CECOCeco Environmental Corp+105% shares · 0.1% · $9M
- BELFBBel Fuse Inc-cl B+92% shares · 0.1% · $9M
- VSECVse Corp+22% shares · 0.1% · $8M
- YOUClear Secure Inc -class A+271% shares · <0.1% · $7M
- AMPXAmprius Technologies Inc+46% 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
- BBIOBridgebio Pharma Inc+20% shares · <0.1% · $3M
- KRMNKarman Holdings Inc+583% shares · <0.1% · $4M
- GHGuardant Health Inc+77% shares · <0.1% · $3M
- AEHRAehr Test Systems+164% shares · <0.1% · $3M
- ROADConstruction Partners Inc-a+148% 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
- PRLBProto Labs Inc+806% shares · <0.1% · $2M
- ASTEAstec Industries Inc+84% shares · <0.1% · $2M
- CELCCelcuity Inc+269% shares · <0.1% · $2M
- KTOSKratos Defense & Security+49% shares · <0.1% · $2M
- REALRealreal Inc/the+27% shares · <0.1% · $2M
- PLPCPreformed Line Products CO+30% 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
- NUVLNuvalent Inc-a+100% shares · <0.1% · $1M
- DNLIDenali Therapeutics Inc+143% 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
- STRLSterling Infrastructure Inc+31% shares · <0.1% · $1M
- CPFCentral Pacific Financial CO+46% shares · <0.1% · $1M
- WINAWinmark Corp+166% shares · <0.1% · $976K
- MAMAMama's Creations Inc+98% 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
- ATROAstronics Corp-21% shares · <0.1% · $3M
- ADBEAdobe Inc-99% 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
- AAPLApple Inc-48% shares · <0.1% · $1M
- OPLNOpenlane Inc-28% shares · <0.1% · $972K
- HCIHci Group Inc-66% shares · <0.1% · $944K
- VTVanguard Tot World Stk Etf-80% shares · <0.1% · $913K
- TMDXTransmedics Group Inc-31% shares · <0.1% · $738K
- DAVEDave Inc-67% shares · <0.1% · $674K
- 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
- AFRMAffirm Holdings Inc-86% shares · <0.1% · $218K
- CRMSalesforce Inc-53% shares · <0.1% · $227K
- SMRNuscale Power Corp-67% shares · <0.1% · $230K
- FSLRFirst Solar Inc-85% shares · <0.1% · $252K
- ITGartner Inc-82% shares · <0.1% · $245K
- SNDKSandisk Corp-76% shares · <0.1% · $288K
- 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
- AORTArtivion Incwas <0.1% of book
- HHHHoward Hughes Holdings Incwas <0.1% of book
- GRALGrail Incwas <0.1% of book
- LQDALiquidia Corpwas <0.1% of book
- KURAKura Oncology Incwas <0.1% of book
- UPWKUpwork Incwas <0.1% of book
- CEGConstellation Energywas <0.1% of book
- TDUPThredup Inc - Class Awas <0.1% of book
- XERSXeris Biopharma Holdings Incwas <0.1% of book
- CYTKCytokinetics Incwas <0.1% of book
- AMSCAmerican Superconductor Corpwas <0.1% of book
- SWIMLatham Group Incwas <0.1% of book
- IHRTIheartmedia Inc - Class Awas <0.1% of book
- PBIPitney Bowes Incwas <0.1% of book
- AVAVAerovironment Incwas <0.1% of book
- AYIAcuity Incwas <0.1% of book
- MESOMesoblast Ltd- Spon Adrwas <0.1% of book
- LYFTLyft Inc-awas <0.1% of book
- APPNAppian Corp-awas <0.1% of book
- LMBLimbach Holdings Incwas <0.1% of book
- OLMAOlema Pharmaceuticals Incwas <0.1% of book
- NRGNrg Energy Incwas <0.1% of book
- SKYWSkywest Incwas <0.1% of book
- ADPAutomatic Data Processingwas <0.1% of book
- NSSCNapco Security Technologieswas <0.1% of book
- HQYHealthequity Incwas <0.1% of book
- MEDPMedpace Holdings Incwas <0.1% of book
- NAMSNewamsterdam Pharma Companywas <0.1% of book
- UNHUnitedhealth Group Incwas <0.1% of book
- NMRKNewmark Group Inc-class Awas <0.1% of book
- PRCHPorch Group Incwas <0.1% of book
- ADTAdt Incwas <0.1% of book
- OPFIOppfi Incwas <0.1% of book
- PSNLPersonalis Incwas <0.1% of book
- LUXELuxexperience BVwas <0.1% of book
- CSIQCanadian Solar Incwas <0.1% of book
- ESPREsperion Therapeutics Incwas <0.1% of book
- PGENPrecigen Incwas <0.1% of book
- TEMTempus AI Inc-cl Awas <0.1% of book
- PTONPeloton Interactive Inc-awas <0.1% of book
- ULSUL Solutions Inc - Class Awas <0.1% of book
- HLLYHolley Incwas <0.1% of book
- UUnity Software Incwas <0.1% of book
- SYMSymbotic Incwas <0.1% of book
- PACBPacific Biosciences OF Califwas <0.1% of book
- AWIArmstrong World Industrieswas <0.1% of book
- OSCROscar Health Inc - Class Awas <0.1% of book
- CPSCooper-standard Holdingwas <0.1% of book
- IOOIshares Global 100 Etfwas <0.1% of book
- SERVServe Robotics Incwas <0.1% of book
- ABCLAbcellera Biologics Incwas <0.1% of book
- GAPGap Inc/thewas <0.1% of book
- PYPLPaypal Holdings Incwas <0.1% of book
- GDYNGrid Dynamics Holdings Incwas <0.1% of book
- ADSKAutodesk Incwas <0.1% of book
- EOSEEos Energy Enterprises Incwas <0.1% of book
- RRRichtech Robotics Inc-cl Bwas <0.1% of book
- WALWestern Alliance Bancorpwas <0.1% of book
- TTANServicetitan Inc-awas <0.1% of book
Polen Capital Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.