Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Flotek Industries, Inc. | FTK | 195.5K | $4.6M |
 Aon plc | AON | 164.03K | $54.41M |
 Accenture plc | ACN | 152.8K | $19.01M |
 ASP Isotopes Inc. Common Stock | ASPI | 149.56K | $930.26K |
 Planet Labs PBC | PL | 149.21K | $4.94M |
 WisdomTree, Inc. | WT | 149.05K | $2.52M |
 nLIGHT, Inc. | LASR | 133.45K | $9.29M |
 Clear Secure, Inc. | YOU | 131.77K | $7.34M |
 Five9, Inc. | FIVN | 117.26K | $2.5M |
 Lindblad Expeditions Holdings, Inc. | LIND | 114.92K | $3.25M |
 EMCOR Group, Inc. | EME | 103.12K | $85.58M |
 Adaptive Biotechnologies Corporation | ADPT | 102.46K | $2.2M |
 DigitalOcean Holdings, Inc. | DOCN | 101.35K | $15.91M |
 Mama's Creations, Inc. | MAMA | 100.5K | $1.79M |
 Applied Digital Corp. | APLD | 98.33K | $3.67M |
 JFrog Ltd. | FROG | 93.12K | $8.46M |
 Spotify Technology S.A. | SPOT | 81.58K | $37.46M |
 Solaris Energy Infrastructure, Inc. | SEI | 80.32K | $6.46M |
 Bitdeer Technologies Group | BTDR | 79.54K | $1.26M |
 Life Time Group Holdings, Inc. | LTH | 76.7K | $3.13M |