Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Protagonist Therapeutics, Inc. | PTGX | 22.65K | $2.78M |
 Establishment Labs Holdings Inc. | ESTA | 22.54K | $1.93M |
 Construction Partners, Inc. | ROAD | 22.29K | $2.65M |
 TechnipFMC plc | FTI | 22.16K | $1.47M |
 Ooma, Inc. | OOMA | 21.04K | $404.37K |
 Mirum Pharmaceuticals, Inc. | MIRM | 20.9K | $2.45M |
 Pursuit Attractions and Hospitality, Inc. | PRSU | 20K | $1.12M |
 Applied Optoelectronics, Inc. | AAOI | 19.27K | $2.86M |
 China Yuchai International Limited | CYD | 19.15K | $907.71K |
 Copa Holdings, S.A. | CPA | 18.95K | $2.95M |
 AstraZeneca PLC | AZN | 18.62K | $3.51M |
 AZZ Inc. | AZZ | 17.36K | $2.69M |
 Graham Corporation | GHM | 15.85K | $1.96M |
 ASML Holding N.V. | ASML | 15.43K | $30.69M |
 Green Brick Partners, Inc. | GRBK | 15.24K | $1.22M |
 Vicor Corporation | VICR | 14.92K | $5.67M |
 American Public Education, Inc. | APEI | 13.97K | $750.24K |
 Franklin Resources, Inc. | BEN | 13.76K | $457.8K |
 Novanta Inc. | NOVT | 13.37K | $2.17M |
 Semtech Corporation | SMTC | 13.35K | $2.16M |