Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 On Holding AG | ONON | 58.74K | $2.08M |
 Outfront Media Inc. | OUT | 60.35K | $1.98M |
 Ero Copper Corp. | ERO | 62.61K | $1.67M |
 NexGen Energy Ltd. | NXE | 62.64K | $588.09K |
 Aktis Oncology, Inc. | AKTS | 63.51K | $2.05M |
 SoFi Technologies, Inc. | SOFI | 65.61K | $1.18M |
 Aehr Test Systems | AEHR | 66.16K | $6.36M |
 Netflix, Inc. | NFLX | 68.14K | $4.87M |
 Cameco Corporation | CCJ | 68.97K | $7.03M |
 ADTRAN Holdings Inc. | ADTN | 70.29K | $977.06K |
 Velo3D, Inc. | VELO | 74.42K | $1.31M |
 Life Time Group Holdings, Inc. | LTH | 76.7K | $3.13M |
 Bitdeer Technologies Group | BTDR | 79.54K | $1.26M |
 Solaris Energy Infrastructure, Inc. | SEI | 80.32K | $6.46M |
 Spotify Technology S.A. | SPOT | 81.58K | $37.46M |
 JFrog Ltd. | FROG | 93.12K | $8.46M |
 Applied Digital Corp. | APLD | 98.33K | $3.67M |
 Mama's Creations, Inc. | MAMA | 100.5K | $1.79M |
 DigitalOcean Holdings, Inc. | DOCN | 101.35K | $15.91M |
 Adaptive Biotechnologies Corporation | ADPT | 102.46K | $2.2M |