Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Cheesecake Factory Incorporated | CAKE | 33.3K | $2.65M |
 Bel Fuse Inc. | BELFB | 32.84K | $10.94M |
 Vishay Precision Group, Inc. | VPG | 32.74K | $4.91M |
 Aurora Innovation, Inc. | AUR | 32.52K | $221.79K |
 Covenant Logistics Group, Inc. | CVLG | 31.94K | $1.41M |
 Cardinal Infrastructure Group Inc. | CDNL | 30.79K | $2.9M |
 VSE Corporation | VSEC | 29.85K | $6.82M |
 Modine Manufacturing Company | MOD | 29.34K | $7.83M |
 Powell Industries, Inc. | POWL | 29.18K | $8.36M |
 SAP SE | SAP | 28.77K | $4.43M |
 Penguin Solutions, Inc. | PENG | 28.29K | $2.15M |
 Victory Capital Holdings, Inc. | VCTR | 28.22K | $2.37M |
 Alphabet Inc. | GOOGL | 27.81K | $9.94M |
 Oppenheimer Holdings Inc. | OPY | 26.83K | $2.83M |
 WhiteFiber, Inc. Ordinary Shares | WYFI | 26.28K | $1.02M |
 MercadoLibre, Inc. | MELI | 25.93K | $44.01M |
 PTC Therapeutics, Inc. | PTCT | 24.92K | $2.03M |
 AAR Corp. | AIR | 23.56K | $3.37M |
 Sea Limited | SE | 23.12K | $2.22M |
 Rocket Lab USA, Inc. | RKLB | 22.75K | $2.31M |