Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Adobe Inc. | ADBE | 7.58K | $1.55M |
 Vista Energy, S.A.B. de C.V. | VIST | 8.48K | $541.22K |
 Roivant Sciences Ltd. | ROIV | 8.66K | $306.44K |
 Affirm Holdings, Inc. | AFRM | 8.96K | $730.52K |
 Tesla, Inc. | TSLA | 8.97K | $3.77M |
 Dianthus Therapeutics, Inc. | DNTH | 9.33K | $909.78K |
 Argan, Inc. | AGX | 10.21K | $8.16M |
 Resolute Holdings Management, Inc. | RHLD | 11.46K | $1.66M |
 Alliance Laundry Holdings Inc. | ALH | 12.44K | $329.96K |
 MillerKnoll, Inc. | MLKN | 12.47K | $255.05K |
 Willis Towers Watson Public Limited Company | WTW | 12.83K | $3.35M |
 Semtech Corporation | SMTC | 13.35K | $2.16M |
 Novanta Inc. | NOVT | 13.37K | $2.17M |
 Franklin Resources, Inc. | BEN | 13.76K | $457.8K |
 American Public Education, Inc. | APEI | 13.97K | $750.24K |
 Vicor Corporation | VICR | 14.92K | $5.67M |
 Green Brick Partners, Inc. | GRBK | 15.24K | $1.22M |
 ASML Holding N.V. | ASML | 15.43K | $30.69M |
 Graham Corporation | GHM | 15.85K | $1.96M |
 AZZ Inc. | AZZ | 17.36K | $2.69M |