Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Curtiss-Wright Corporation | CW | 2.08K | $1.58M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 2.05K | $779K |
 Jazz Pharmaceuticals plc | JAZZ | 1.86K | $447.72K |
 Natera, Inc. | NTRA | 1.63K | $441.65K |
 Advanced Energy Industries, Inc. | AEIS | 1.5K | $560.42K |
 Talen Energy Corporation | TLN | 1.47K | $566.01K |
 FTAI Aviation Ltd. | FTAI | 1.4K | $379.82K |
 Sanmina Corporation | SANM | 886 | $224.23K |
 Advanced Micro Devices, Inc. | AMD | 417 | $242.24K |
 Lumentum Holdings Inc. | LITE | 243 | $208.51K |
 Sandisk Corporation | SNDK | 193 | $438.83K |