Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eton Pharmaceuticals, Inc. | ETON | 45.38K | $1.64M |
 Synopsys, Inc. | SNPS | 41.27K | $18.41M |
 Bloom Energy Corporation | BE | 40.84K | $12.36M |
 RingCentral, Inc. | RNG | 40.13K | $1.56M |
 Astronics Corporation | ATRO | 39.38K | $3.2M |
 Oscar Health, Inc. | OSCR | 38.7K | $1.1M |
 Sphere Entertainment Co. | SPHR | 38.53K | $6.67M |
 National Energy Services Reunited Corp. | NESR | 38.25K | $1.14M |
 Wolfspeed Inc. | WOLF | 38.22K | $1.84M |
 ICICI Bank Limited | IBN | 38.12K | $1.11M |
 Carvana Co. | CVNA | 37.5K | $2.47M |
 RXO, Inc. | RXO | 37.4K | $1.03M |
 BWX Technologies, Inc. | BWXT | 36.97K | $7.2M |
 Mitek Systems, Inc. | MITK | 35.5K | $714.7K |
 Kodiak Sciences Inc. | KOD | 35.47K | $1.38M |
 Proto Labs, Inc. | PRLB | 35.01K | $2.85M |
 Guardant Health, Inc. | GH | 34.37K | $5.16M |
 Travere Therapeutics, Inc. | TVTX | 34.31K | $1.95M |
 WillScot Holdings Corporation | WSC | 34.23K | $987.85K |
 Millicom International Cellular S.A. | TIGO | 33.6K | $3.05M |