What Polen Capital Management bought and sold in Q2 2026
In Q2 2026, Polen Capital Management (Polen Capital Management) exited 209 (MSFT, GOOG, LLY).
0New0Added0Trimmed209Exited
Exited (209)
- MSFTMicrosoft Corpwas 7.3% of book
- GOOGAlphabet Inc-cl Cwas 5.8% of book
- LLYEli Lilly & COwas 5.8% of book
- AVGOBroadcom Incwas 5.8% of book
- AMZNAmazon.com Incwas 5.6% of book
- MAMastercard Inc - Awas 5.3% of book
- NOWServicenow Incwas 5.3% of book
- SHOPShopify Inc - Class Awas 5.2% of book
- ORCLOracle Corpwas 5.1% of book
- VVisa Inc-class A Shareswas 5.1% of book
- NVDANvidia Corpwas 5.0% of book
- CSGPCostar Group Incwas 3.5% of book
- MSCIMsci Incwas 3.5% of book
- ZTSZoetis Incwas 3.5% of book
- SBUXStarbucks Corpwas 3.1% of book
- AONAon Plcwas 3.0% of book
- IDXXIdexx Laboratories Incwas 2.7% of book
- ABNBAirbnb Inc-class Awas 2.0% of book
- ISRGIntuitive Surgical Incwas 1.9% of book
- METAMeta Platforms Inc-class Awas 1.9% of book
- ACNAccenture Plc Irelandwas 1.9% of book
- SNPSSynopsys Incwas 1.8% of book
- LRCXLam Research Corpwas 1.6% of book
- UBERUber Technologies Incwas 1.5% of book
- IWFIshares Russell 1000 Growthwas 1.2% of book
- ROLRollins Incwas 0.8% of book
- MELIMercadolibre Incwas 0.4% of book
- TSMTaiwan Semiconductor-sp Adrwas 0.4% of book
- SPOTSpotify Technology S Awas 0.4% of book
- ACWIIshares Msci Acwi Etfwas 0.3% of book
- BSXBoston Scientific Corpwas 0.3% of book
- ASMLAsml Hldg NVwas 0.1% of book
- NUNU Hldgs Ltdwas 0.1% of book
- SAPSap Se-sponsored Adrwas 0.1% of book
- AGXArgan Incwas 0.1% of book
- POWLPowell Industries Incwas 0.1% of book
- BEBloom Energy Corp- Awas 0.1% of book
- BELFBBel Fuse Inc-cl Bwas 0.1% of book
- INTUIntuit Incwas 0.1% of book
- CECOCeco Environmental Corpwas 0.1% of book
- DOCNDigitalocean Holdings Incwas 0.1% of book
- GOOGLAlphabet Inc-cl Awas 0.1% of book
- NFLXNetflix Incwas 0.1% of book
- VSECVse Corpwas 0.1% of book
- BWXTBwx Technologies Incwas 0.1% of book
- AMPXAmprius Technologies Incwas <0.1% of book
- YOUClear Secure Inc -class Awas <0.1% of book
- VUGVanguard Growth Etfwas <0.1% of book
- FSLYFastly Inc - Class Awas <0.1% of book
- MODModine Manufacturing COwas <0.1% of book
- PLPlanet Labs Pbcwas <0.1% of book
- BKDBrookdale Senior Living Incwas <0.1% of book
- IESCIes Holdings Incwas <0.1% of book
- SPHRSphere Entertainment COwas <0.1% of book
- WTWWillis Towers Watson Plc Ltdwas <0.1% of book
- MCHIIshares Msci China Etfwas <0.1% of book
- EWTIshares Msci Taiwan Etfwas <0.1% of book
- MDTMedtronic Plcwas <0.1% of book
- LASRNlight Incwas <0.1% of book
- AZNAstrazeneca Plcwas <0.1% of book
- WGSGenedx Holdings Corpwas <0.1% of book
- CRSCarpenter Technologywas <0.1% of book
- SEISolaris Energy Infrastructurwas <0.1% of book
- BWBabcock & Wilcox Enterprwas <0.1% of book
- TMETencent Music Entertainm-adrwas <0.1% of book
- PAYCPaycom Software Incwas <0.1% of book
- FIGRFigure Technology Solut-cl Awas <0.1% of book
- KRMNKarman Holdings Incwas <0.1% of book
- BBIOBridgebio Pharma Incwas <0.1% of book
- GHGuardant Health Incwas <0.1% of book
- PRAXPraxis Precision Medicines Iwas <0.1% of book
- IBNIcici Bank Ltd-spon Adrwas <0.1% of book
- ATROAstronics Corpwas <0.1% of book
- ADBEAdobe Incwas <0.1% of book
- ROADConstruction Partners Inc-awas <0.1% of book
- AEHRAehr Test Systemswas <0.1% of book
- TSLATesla Incwas <0.1% of book
- AXTIAxt Incwas <0.1% of book
- SESea Ltd-adrwas <0.1% of book
- SRRKScholar Rock Holding Corpwas <0.1% of book
- WWayfair Inc- Class Awas <0.1% of book
- PTGXProtagonist Therapeutics Incwas <0.1% of book
- VCTRVictory Capital Holding - Awas <0.1% of book
- SITMSitime Corpwas <0.1% of book
- OPYOppenheimer Holdings-cl Awas <0.1% of book
- SPYSS Spdr S&p 500 Etf Trust-uswas <0.1% of book
- CVNACarvana COwas <0.1% of book
- ASTEAstec Industries Incwas <0.1% of book
- PRLBProto Labs Incwas <0.1% of book
- VICRVicor Corpwas <0.1% of book
- CCJCameco Corpwas <0.1% of book
- RHLDResolute Holdings Managwas <0.1% of book
- REALRealreal Inc/thewas <0.1% of book
- IRMDIradimed Corpwas <0.1% of book
- KTOSKratos Defense & Securitywas <0.1% of book
- CELCCelcuity Incwas <0.1% of book
- PLPCPreformed Line Products COwas <0.1% of book
- MIRMMirum Pharmaceuticals Incwas <0.1% of book
- METCRamaco Resources Inc-awas <0.1% of book
- EROEro Copper Corpwas <0.1% of book
- AIRAar Corpwas <0.1% of book
- FIGSFigs Inc-class Awas <0.1% of book
- ACWXIshares Msci Acwi EX US Etfwas <0.1% of book
- SHAKShake Shack Inc - Class Awas <0.1% of book
- AZZAzz Incwas <0.1% of book
- LINDLindblad Expeditions Holdingwas <0.1% of book
- LFUSLittelfuse Incwas <0.1% of book
- BFLYButterfly Network Incwas <0.1% of book
- WULFTerawulf Incwas <0.1% of book
- KODKodiak Sciences Incwas <0.1% of book
- IRSIrsa -sp Adrwas <0.1% of book
- ADPTAdaptive Biotechnologieswas <0.1% of book
- ABTAbbott Laboratorieswas <0.1% of book
- WTWisdomtree Incwas <0.1% of book
- SOFISofi Technologies Incwas <0.1% of book
- AXAxos Financial Incwas <0.1% of book
- TSHATaysha Gene Therapies Incwas <0.1% of book
- RKLBRocket Lab Corpwas <0.1% of book
- GHMGraham Corpwas <0.1% of book
- CATHGlobal X S&p 500 CA Val Etfwas <0.1% of book
- CRCLCircle Internet Group Incwas <0.1% of book
- NXENexgen Energy Ltdwas <0.1% of book
- DNLIDenali Therapeutics Incwas <0.1% of book
- NUVLNuvalent Inc-awas <0.1% of book
- CAKECheesecake Factory Inc/thewas <0.1% of book
- AAOIApplied Optoelectronics Incwas <0.1% of book
- ESQEsquire Financial Holdings Iwas <0.1% of book
- OUTOutfront Media Incwas <0.1% of book
- LTHLife Time Group Holdings Incwas <0.1% of book
- IEIvanhoe Electric Inc / USwas <0.1% of book
- SGOVIshares 0-3 Month Treasury Bwas <0.1% of book
- IONQIonq Incwas <0.1% of book
- TWSTTwist Bioscience Corpwas <0.1% of book
- CALYCallaway Golf Companywas <0.1% of book
- STRLSterling Infrastructure Incwas <0.1% of book
- VPGVishay Precision Groupwas <0.1% of book
- OPLNOpenlane Incwas <0.1% of book
- WINAWinmark Corpwas <0.1% of book
- CPFCentral Pacific Financial COwas <0.1% of book
- ADTNAdtran Holdings Incwas <0.1% of book
- MAMAMama's Creations Incwas <0.1% of book
- SIONSionna Therapeutics Incwas <0.1% of book
- HCIHci Group Incwas <0.1% of book
- AAPLApple Incwas <0.1% of book
- FLRFluor Corpwas <0.1% of book
- XMTRXometry Inc-awas <0.1% of book
- APEIAmerican Public Educationwas <0.1% of book
- VTVanguard Tot World Stk Etfwas <0.1% of book
- ARLOArlo Technologies Incwas <0.1% of book
- KTBKontoor Brands Incwas <0.1% of book
- LRNStride Incwas <0.1% of book
- GRBKGreen Brick Partners Incwas <0.1% of book
- CWCurtiss-wright Corpwas <0.1% of book
- OFRMOnce Upon A Farm Pbcwas <0.1% of book
- LPTHLightpath Technologies Inc-awas <0.1% of book
- FLYFirefly Aerospace Incwas <0.1% of book
- TMDXTransmedics Group Incwas <0.1% of book
- ETONEton Pharmaceuticals Incwas <0.1% of book
- BKSYBlacksky Technology Incwas <0.1% of book
- DAVEDave Incwas <0.1% of book
- VELOVelo3d Incwas <0.1% of book
- ORNOrion Group Holdings Incwas <0.1% of book
- EMBJEmbraer Sa-spon Adrwas <0.1% of book
- HDBHdfc Bank Ltd-adrwas <0.1% of book
- GPGIGpgi Incwas <0.1% of book
- ASPIAsp Isotopes Incwas <0.1% of book
- BETRBetter Home & Finance Holdinwas <0.1% of book
- LMNDLemonade Incwas <0.1% of book
- ANROAlto Neuroscience Incwas <0.1% of book
- THRThermon Group Holdings Incwas <0.1% of book
- MLKNMillerknoll Incwas <0.1% of book
- ANNXAnnexon Incwas <0.1% of book
- FTKFlotek Industries Incwas <0.1% of book
- PAHCPhibro Animal Health Corp-awas <0.1% of book
- ANIPAni Pharmaceuticals Incwas <0.1% of book
- VECOVeeco Instruments Incwas <0.1% of book
- CCOClear Channel Outdoor Holdinwas <0.1% of book
- MTWManitowoc Company Incwas <0.1% of book
- CEPUCentral Puerto-sponsored Adrwas <0.1% of book
- SMTCSemtech Corpwas <0.1% of book
- MIRMirion Technologies Incwas <0.1% of book
- ASNDUSDAscendis Pharma A/swas <0.1% of book
- DLXDeluxe Corpwas <0.1% of book
- TLNTalen Energy Corpwas <0.1% of book
- VTOLBristow Group Incwas <0.1% of book
- DNTHDianthus Therapeutics Incwas <0.1% of book
- AAAlcoa Corpwas <0.1% of book
- SESSes AI Corpwas <0.1% of book
- PURRHyperliquid Strategieswas <0.1% of book
- NTRANatera Incwas <0.1% of book
- VISTVista Energy Sab DE CVwas <0.1% of book
- FSLRFirst Solar Incwas <0.1% of book
- SKYTSkywater Technology Incwas <0.1% of book
- SNDKSandisk Corpwas <0.1% of book
- CRMSalesforce Incwas <0.1% of book
- MTSIMacom Technology Solutions Hwas <0.1% of book
- SMRNuscale Power Corpwas <0.1% of book
- AXSMAxsome Therapeutics Incwas <0.1% of book
- TWLOTwilio Inc - Awas <0.1% of book
- ITGartner Incwas <0.1% of book
- MITKMitek Systems Incwas <0.1% of book
- MLIMueller Industries Incwas <0.1% of book
- AFRMAffirm Holdings Incwas <0.1% of book
- NAUTNautilus Biotechnology Incwas <0.1% of book
- QXOQxo Incwas <0.1% of book
- GGALGrupo Financiero Galicia-adrwas <0.1% of book
- BILSS Spdr BB 1-3m T-bill Etfwas <0.1% of book
- OPENOpendoor Technologies Incwas <0.1% of book
- LOCOEL Pollo Loco Holdings Incwas <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.