Stock Taper

POLEN CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
EMCOR Group, Inc.EME103.12K$85.58M
Lindblad Expeditions Holdings, Inc.LIND114.92K$3.25M
Five9, Inc.FIVN117.26K$2.5M
Clear Secure, Inc.YOU131.77K$7.34M
nLIGHT, Inc.LASR133.45K$9.29M
WisdomTree, Inc.WT149.05K$2.52M
Planet Labs PBCPL149.21K$4.94M
ASP Isotopes Inc. Common StockASPI149.56K$930.26K
Accenture plcACN152.8K$19.01M
Aon plcAON164.03K$54.41M
Flotek Industries, Inc.FTK195.5K$4.6M
GE Vernova Inc.GEV196.61K$230.99M
Entravision CommunicationsEVC236.94K$3.09M
Babcock & Wilcox Enterprises, Inc.BW249.41K$3.52M
Zoetis Inc.ZTS320.42K$23.03M
Meta Platforms, Inc.META329.57K$185.65M
Joby Aviation, Inc.JOBY332.16K$2.96M
Hyperliquid Strategies Inc Common StockPURR340.31K$2.68M
Tencent Music Entertainment GroupTME407.18K$3.4M
Intuitive Surgical, Inc.ISRG447.94K$178.14M