Stock Taper

POLEN CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY666.91K$799.91M
Uber Technologies, Inc.UBER570.06K$41.14M
TeraWulf Inc.WULF563.14K$13.91M
IDEXX Laboratories, Inc.IDXX532.38K$280.27M
Taiwan Semiconductor Manufacturing Company LimitedTSM501.21K$239.36M
The RealReal, Inc.REAL496.56K$5.85M
Butterfly Network, Inc.BFLY480.5K$4.05M
Amprius Technologies, Inc.AMPX465.6K$6.45M
Howmet Aerospace Inc.HWM457.12K$122.9M
Dlocal LimitedDLO456.09K$5.93M
Brookdale Senior Living Inc.BKD451.08K$7.26M
Intuitive Surgical, Inc.ISRG447.94K$178.14M
Tencent Music Entertainment GroupTME407.18K$3.4M
Hyperliquid Strategies Inc Common StockPURR340.31K$2.68M
Joby Aviation, Inc.JOBY332.16K$2.96M
Meta Platforms, Inc.META329.57K$185.65M
Zoetis Inc.ZTS320.42K$23.03M
Babcock & Wilcox Enterprises, Inc.BW249.41K$3.52M
Entravision CommunicationsEVC236.94K$3.09M
GE Vernova Inc.GEV196.61K$230.99M