Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BridgeBio Pharma, Inc. | BBIO | 4K | $298.07K |
 Camtek Ltd. | CAMT | 4.11K | $670.91K |
 SharkNinja, Inc. | SN | 4.15K | $631.31K |
 Axsome Therapeutics, Inc. | AXSM | 4.47K | $1.09M |
 Boston Scientific Corporation | BSX | 4.75K | $202.73K |
 Glaukos Corporation | GKOS | 4.82K | $673.36K |
 Mueller Industries, Inc. | MLI | 5.17K | $317.92K |
 United Airlines Holdings, Inc. | UAL | 5.28K | $717.62K |
 SiTime Corporation | SITM | 5.55K | $4.14M |
 Twilio Inc. | TWLO | 5.57K | $1.15M |
 Rubrik, Inc. | RBRK | 6.2K | $497.82K |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 6.61K | $538.94K |
 Space Exploration Technologies Corp. | SPCX | 6.71K | $1.15M |
 MarineMax, Inc. | HZO | 6.75K | $247.19K |
 Carpenter Technology Corporation | CRS | 6.76K | $4.17M |
 Preformed Line Products Company | PLPC | 6.88K | $2.82M |
 The Descartes Systems Group Inc. | DSGX | 6.99K | $483.76K |
 Littelfuse, Inc. | LFUS | 7.02K | $3.19M |
 Praxis Precision Medicines, Inc. | PRAX | 7.25K | $2.43M |
 IES Holdings, Inc. | IESC | 7.28K | $5.34M |