Stock Taper

POLEN CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AstraZeneca PLCAZN18.62K$3.51M
Copa Holdings, S.A.CPA18.95K$2.95M
China Yuchai International LimitedCYD19.15K$907.71K
Applied Optoelectronics, Inc.AAOI19.27K$2.86M
Pursuit Attractions and Hospitality, Inc.PRSU20K$1.12M
Mirum Pharmaceuticals, Inc.MIRM20.9K$2.45M
Ooma, Inc.OOMA21.04K$404.37K
TechnipFMC plcFTI22.16K$1.47M
Construction Partners, Inc.ROAD22.29K$2.65M
Establishment Labs Holdings Inc.ESTA22.54K$1.93M
Protagonist Therapeutics, Inc.PTGX22.65K$2.78M
Rocket Lab USA, Inc.RKLB22.75K$2.31M
Sea LimitedSE23.12K$2.22M
AAR Corp.AIR23.56K$3.37M
PTC Therapeutics, Inc.PTCT24.92K$2.03M
MercadoLibre, Inc.MELI25.93K$44.01M
WhiteFiber, Inc. Ordinary SharesWYFI26.28K$1.02M
Oppenheimer Holdings Inc.OPY26.83K$2.83M
Alphabet Inc.GOOGL27.81K$9.94M
Victory Capital Holdings, Inc.VCTR28.22K$2.37M