Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 193 | $438.83K |
 Lumentum Holdings Inc. | LITE | 243 | $208.51K |
 Advanced Micro Devices, Inc. | AMD | 417 | $242.24K |
 Sanmina Corporation | SANM | 886 | $224.23K |
 FTAI Aviation Ltd. | FTAI | 1.4K | $379.82K |
 Talen Energy Corporation | TLN | 1.47K | $566.01K |
 Advanced Energy Industries, Inc. | AEIS | 1.5K | $560.42K |
 Natera, Inc. | NTRA | 1.63K | $441.65K |
 Jazz Pharmaceuticals plc | JAZZ | 1.86K | $447.72K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 2.05K | $779K |
 Curtiss-Wright Corporation | CW | 2.08K | $1.58M |
 Fabrinet | FN | 2.09K | $1.17M |
 Wayfair Inc. | W | 2.4K | $221.99K |
 Apple Inc. | AAPL | 2.89K | $836.74K |
 Mercury Systems, Inc. | MRCY | 2.9K | $355.25K |
 Etsy, Inc. | ETSY | 2.97K | $223.58K |
 Abbott Laboratories | ABT | 3.16K | $286.38K |
 XPO Logistics, Inc. | XPO | 3.4K | $697.16K |
 Lattice Semiconductor Corporation | LSCC | 3.48K | $532K |
 FormFactor, Inc. | FORM | 3.59K | $574.31K |