Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Carvana Co. | CVNA | 37.5K | $2.47M |
 ICICI Bank Limited | IBN | 38.12K | $1.11M |
 Wolfspeed Inc. | WOLF | 38.22K | $1.84M |
 National Energy Services Reunited Corp. | NESR | 38.25K | $1.14M |
 Sphere Entertainment Co. | SPHR | 38.53K | $6.67M |
 Oscar Health, Inc. | OSCR | 38.7K | $1.1M |
 Astronics Corporation | ATRO | 39.38K | $3.2M |
 RingCentral, Inc. | RNG | 40.13K | $1.56M |
 Bloom Energy Corporation | BE | 40.84K | $12.36M |
 Synopsys, Inc. | SNPS | 41.27K | $18.41M |
 Eton Pharmaceuticals, Inc. | ETON | 45.38K | $1.64M |
 El Pollo Loco Holdings, Inc. | LOCO | 46.42K | $787.27K |
 Veeco Instruments Inc. | VECO | 48.31K | $3.66M |
 Forgent Power Solutions, Inc. | FPS | 50.33K | $2.81M |
 Scholar Rock Holding Corporation | SRRK | 52.13K | $2.87M |
 Astec Industries, Inc. | ASTE | 52.16K | $3.19M |
 Adeia Inc. | ADEA | 52.58K | $1.73M |
 AXT, Inc. | AXTI | 52.71K | $3.8M |
 Twist Bioscience Corporation | TWST | 55.31K | $5.69M |
 Knowles Corporation | KN | 58.48K | $2.43M |