Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Velo3D, Inc. | VELO | 74.42K | $1.31M |
 ADTRAN Holdings Inc. | ADTN | 70.29K | $977.06K |
 Cameco Corporation | CCJ | 68.97K | $7.03M |
 Netflix, Inc. | NFLX | 68.14K | $4.87M |
 Aehr Test Systems | AEHR | 66.16K | $6.36M |
 SoFi Technologies, Inc. | SOFI | 65.61K | $1.18M |
 Aktis Oncology, Inc. | AKTS | 63.51K | $2.05M |
 NexGen Energy Ltd. | NXE | 62.64K | $588.09K |
 Ero Copper Corp. | ERO | 62.61K | $1.67M |
 Outfront Media Inc. | OUT | 60.35K | $1.98M |
 On Holding AG | ONON | 58.74K | $2.08M |
 Knowles Corporation | KN | 58.48K | $2.43M |
 Twist Bioscience Corporation | TWST | 55.31K | $5.69M |
 AXT, Inc. | AXTI | 52.71K | $3.8M |
 Adeia Inc. | ADEA | 52.58K | $1.73M |
 Astec Industries, Inc. | ASTE | 52.16K | $3.19M |
 Scholar Rock Holding Corporation | SRRK | 52.13K | $2.87M |
 Forgent Power Solutions, Inc. | FPS | 50.33K | $2.81M |
 Veeco Instruments Inc. | VECO | 48.31K | $3.66M |
 El Pollo Loco Holdings, Inc. | LOCO | 46.42K | $787.27K |