Polen Capital · quarter digest
What Polen Capital did in Q2 2026
Polen Capital Management filed 84 moves in Q2 2026: 14 new, 14 add, 42 trim, 14 exit.
13F filed 2026-08-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 14
Fresh money
GEGE AEROSPACE
NEW·2.2% book·+41
GEVGE VERNOVA INC
NEW·2.0% book·−2
ATIATI INC
NEW·1.4% book·−3
EMCOREMCOR GROUP INC
NEW·0.7% book·−2
ADEIAADEIA INC
NEW·0.0% book·−4
AMDADVANCED MICRO DEVICES INC
NEW·0.0% book·−23
AURAURORA INNOVATION INC
NEW·0.0% book·−3
COPACOPA HOLDINGS SA
NEW·0.0% book·−2
EQIXETSY INC
NEW·0.0% book·−5
FIVE9FIVE9 INC
NEW·0.0% book·−4
OOMAOOMA INC
NEW·0.0% book·−3
OSCROSCAR HEALTH INC
NEW·0.0% book·−13
RXORXO INC
NEW·0.0% book·−3
XPOXPO INC
NEW·0.0% book·−5
Adds · 14
Adding to conviction
TSMTAIWAN SEMICONDUCTOR MANUFAC
ADD +187%·2.1% book·−2
JFROGJFROG LTD
ADD +360%·0.1% book·+3
VTIVANGUARD INDEX FDS
ADD +357%·0.1% book·−6
AARAAR CORP
ADD +45%·0.0% book·0
AXTAXT INC
ADD +7%·0.0% book·+4
AZZAZZ INC
ADD +20%·0.0% book·+2
CVNACARVANA CO
ADD +410%·0.0% book·−10
GRBKGREEN BRICK PARTNERS INC
ADD +16%·0.0% book·+14
LFUSLITTELFUSE INC
ADD +41%·0.0% book·0
NTRANATERA INC
ADD +28%·0.0% book·+7
SPGSTATE STR SPDR S&P 500 ETF T
ADD +7%·0.0% book·−3
TLNTALEN ENERGY CORP
ADD +116%·0.0% book·−10
TSLATESLA INC
ADD +22%·0.0% book·−11
VICORVICOR CORP
ADD +7%·0.0% book·+2
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Remove with Pro →Trims · 42
Taking chips off
LLYELI LILLY & CO
TRIM -27%·6.9% book·−6
MSFTMICROSOFT CORP
TRIM -26%·6.7% book·−11
GOOGALPHABET INC
TRIM -27%·6.6% book·+2
BNBROADCOM INC
TRIM -27%·6.4% book·+11
AMZNAMAZON COM INC
TRIM -28%·5.8% book·−6
VVISA INC
TRIM -26%·5.3% book·−15
MAMASTERCARD INCORPORATED
TRIM -26%·5.1% book·0
NOWSERVICENOW INC
TRIM -26%·4.6% book·+8
ORCLORACLE CORP
TRIM -29%·4.5% book·−12
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
IBKRIDEXX LABS INC
TRIM -23%·2.4% book·−10
CSGPCOSTAR GROUP INC
TRIM -30%·2.1% book·−6
ABNBAIRBNB INC
TRIM -27%·2.0% book·−15
METAMETA PLATFORMS INC
TRIM -31%·1.6% book·+3
IONQINTUITIVE SURGICAL INC
TRIM -31%·1.5% book·−7
AONAON PLC
TRIM -88%·0.5% book·−17
MELIMERCADOLIBRE INC
TRIM -25%·0.4% book·−4
UBERUBER TECHNOLOGIES INC
TRIM -80%·0.4% book·+17
SPOTSPOTIFY TECHNOLOGY S A
TRIM -24%·0.3% book·−1
ACNACCENTURE PLC IRELAND
TRIM -89%·0.2% book·−6
ZTSZOETIS INC
TRIM -92%·0.2% book·0
ARGANARGAN INC
TRIM -43%·0.1% book·−12
NUNU HLDGS LTD
TRIM -38%·0.1% book·−13
VSEVSE CORP
TRIM -29%·0.1% book·0
ABTABBOTT LABORATORIES
TRIM -79%·0.0% book·−17
ADPTADAPTIVE BIOTECHNOLOGIES COR
TRIM -12%·0.0% book·−3
ADBEADOBE INC
TRIM -36%·0.0% book·−5
AAPLAPPLE INC
TRIM -29%·0.0% book·−20
BSXBOSTON SCIENTIFIC CORP
TRIM -99%·0.0% book·−12
BBIOBRIDGEBIO PHARMA INC
TRIM -91%·0.0% book·−14
CRSCARPENTER TECHNOLOGY CORP
TRIM -46%·0.0% book·−2
IESIES HOLDINGS INC
TRIM -39%·0.0% book·+2
NFLXNETFLIX INC.
TRIM -18%·0.0% book·−1
PLPCPREFORMED LINE PRODS CO
TRIM -6%·0.0% book·−2
SAPSAP SE
TRIM -57%·0.0% book·−12
SEASEA LTD
TRIM -30%·0.0% book·+1
FTITECHNIPFMC PLC
TRIM -35%·0.0% book·−13
WWAYFAIR INC
TRIM -93%·0.0% book·−7
WTWWILLIS TOWERS WATSON PLC LTD
TRIM -34%·0.0% book·−6
Exits · 14
Closed positions
INTUINTUIT
EXIT·0.0% book·−20
ALCOAALCOA CORP
EXIT·0.0% book·+13
DAVEDAVE INC
EXIT·0.0% book·−7
FIGSFIGS INC
EXIT·0.0% book·+1
FLUORFLUOR CORP
EXIT·0.0% book·+1
ITGARTNER INC
EXIT·0.0% book·−8
GPGIGPGI INC
EXIT·0.0% book·+3
HCIHCI GROUP INC
EXIT·0.0% book·−7
HDBHDFC BANK LTD
EXIT·0.0% book·−17
MDTMEDTRONIC PLC
EXIT·0.0% book·−15
PAYCPAYCOM SOFTWARE INC
EXIT·0.0% book·−15
QXOQXO INC
EXIT·0.0% book·+2
CRMSALESFORCE INC
EXIT·0.0% book·−8
SHAKSHAKE SHACK INC
EXIT·0.0% book·−7
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.