Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Penguin Solutions, Inc. | PENG | 28.29K | $2.15M |
 SAP SE | SAP | 28.77K | $4.43M |
 Powell Industries, Inc. | POWL | 29.18K | $8.36M |
 Modine Manufacturing Company | MOD | 29.34K | $7.83M |
 VSE Corporation | VSEC | 29.85K | $6.82M |
 Cardinal Infrastructure Group Inc. | CDNL | 30.79K | $2.9M |
 Covenant Logistics Group, Inc. | CVLG | 31.94K | $1.41M |
 Aurora Innovation, Inc. | AUR | 32.52K | $221.79K |
 Vishay Precision Group, Inc. | VPG | 32.74K | $4.91M |
 Bel Fuse Inc. | BELFB | 32.84K | $10.94M |
 The Cheesecake Factory Incorporated | CAKE | 33.3K | $2.65M |
 Millicom International Cellular S.A. | TIGO | 33.6K | $3.05M |
 WillScot Holdings Corporation | WSC | 34.23K | $987.85K |
 Travere Therapeutics, Inc. | TVTX | 34.31K | $1.95M |
 Guardant Health, Inc. | GH | 34.37K | $5.16M |
 Proto Labs, Inc. | PRLB | 35.01K | $2.85M |
 Kodiak Sciences Inc. | KOD | 35.47K | $1.38M |
 Mitek Systems, Inc. | MITK | 35.5K | $714.7K |
 BWX Technologies, Inc. | BWXT | 36.97K | $7.2M |
 RXO, Inc. | RXO | 37.4K | $1.03M |