Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brookdale Senior Living Inc. | BKD | 451.08K | $7.26M |
 Dlocal Limited | DLO | 456.09K | $5.93M |
 Howmet Aerospace Inc. | HWM | 457.12K | $122.9M |
 Amprius Technologies, Inc. | AMPX | 465.6K | $6.45M |
 Butterfly Network, Inc. | BFLY | 480.5K | $4.05M |
 The RealReal, Inc. | REAL | 496.56K | $5.85M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 501.21K | $239.36M |
 IDEXX Laboratories, Inc. | IDXX | 532.38K | $280.27M |
 TeraWulf Inc. | WULF | 563.14K | $13.91M |
 Uber Technologies, Inc. | UBER | 570.06K | $41.14M |
 Eli Lilly and Company | LLY | 666.91K | $799.91M |
 MSCI Inc. | MSCI | 671.8K | $376.23M |
 GE Aerospace | GE | 690.49K | $258.06M |
 Rackspace Technology, Inc. | RXT | 709.19K | $4.63M |
 Nu Holdings Ltd. | NU | 752.75K | $10.06M |
 ATI Inc. | ATI | 819.24K | $161.47M |
 Lam Research Corporation | LRCX | 859.04K | $372.25M |
 Mastercard Incorporated | MA | 1.14M | $586.51M |
 Rollins, Inc. | ROL | 1.59M | $66.4M |
 Airbnb, Inc. | ABNB | 1.65M | $236.1M |