Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Willis Towers Watson Public Limited Company | WTW | 12.83K | $3.35M |
 MillerKnoll, Inc. | MLKN | 12.47K | $255.05K |
 Alliance Laundry Holdings Inc. | ALH | 12.44K | $329.96K |
 Resolute Holdings Management, Inc. | RHLD | 11.46K | $1.66M |
 Argan, Inc. | AGX | 10.21K | $8.16M |
 Dianthus Therapeutics, Inc. | DNTH | 9.33K | $909.78K |
 Tesla, Inc. | TSLA | 8.97K | $3.77M |
 Affirm Holdings, Inc. | AFRM | 8.96K | $730.52K |
 Roivant Sciences Ltd. | ROIV | 8.66K | $306.44K |
 Vista Energy, S.A.B. de C.V. | VIST | 8.48K | $541.22K |
 Adobe Inc. | ADBE | 7.58K | $1.55M |
 IES Holdings, Inc. | IESC | 7.28K | $5.34M |
 Praxis Precision Medicines, Inc. | PRAX | 7.25K | $2.43M |
 Littelfuse, Inc. | LFUS | 7.02K | $3.19M |
 The Descartes Systems Group Inc. | DSGX | 6.99K | $483.76K |
 Preformed Line Products Company | PLPC | 6.88K | $2.82M |
 Carpenter Technology Corporation | CRS | 6.76K | $4.17M |
 MarineMax, Inc. | HZO | 6.75K | $247.19K |
 Space Exploration Technologies Corp. | SPCX | 6.71K | $1.15M |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 6.61K | $538.94K |