Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rubrik, Inc. | RBRK | 6.2K | $497.82K |
 Twilio Inc. | TWLO | 5.57K | $1.15M |
 SiTime Corporation | SITM | 5.55K | $4.14M |
 United Airlines Holdings, Inc. | UAL | 5.28K | $717.62K |
 Mueller Industries, Inc. | MLI | 5.17K | $317.92K |
 Glaukos Corporation | GKOS | 4.82K | $673.36K |
 Boston Scientific Corporation | BSX | 4.75K | $202.73K |
 Axsome Therapeutics, Inc. | AXSM | 4.47K | $1.09M |
 SharkNinja, Inc. | SN | 4.15K | $631.31K |
 Camtek Ltd. | CAMT | 4.11K | $670.91K |
 BridgeBio Pharma, Inc. | BBIO | 4K | $298.07K |
 FormFactor, Inc. | FORM | 3.59K | $574.31K |
 Lattice Semiconductor Corporation | LSCC | 3.48K | $532K |
 XPO Logistics, Inc. | XPO | 3.4K | $697.16K |
 Abbott Laboratories | ABT | 3.16K | $286.38K |
 Etsy, Inc. | ETSY | 2.97K | $223.58K |
 Mercury Systems, Inc. | MRCY | 2.9K | $355.25K |
 Apple Inc. | AAPL | 2.89K | $836.74K |
 Wayfair Inc. | W | 2.4K | $221.99K |
 Fabrinet | FN | 2.09K | $1.17M |