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Polen Capital increased VECO position by 36,286 shares

Aug 7, 2026Last updated Aug 12, 2026

This StonkWhisper whale intelligence report documents significant institutional position changes in $VECO based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.

POLEN CAPITAL MANAGEMENT LLC AUM: $11.6B INCREASED

AUM: $11.6B · 219 holdings · Period: 2026-06-30

+36,286 Share Change

48,314 Current Shares

$3.7B Current Value

0.03% Portfolio %

+301.7% Change %

Position Change Detail

Issuer VEECO INSTRS INC DEL

Ticker VECO

Shares 12,028 → 48,314 +36,286

Value $407.3M → $3.7B

Portfolio Weight 0.03%

Change Type Increased

Period of Report 2026-06-30

Other Polen Capital Positions This Period

Ticker	Issuer	Change Type	Share Change	Value
ZTS	ZOETIS INC	Decreased	3,902,656	$23.0B
CSGP	COSTAR GROUP INC	Decreased	3,811,054	$248.1B
UBER	UBER TECHNOLOGIES INC	Decreased	2,347,865	$41.1B
NOW	SERVICENOW INC	Decreased	1,899,281	$533.2B
SHOP	SHOPIFY INC	Decreased	1,729,216	$522.7B
SBUX	STARBUCKS CORP	Decreased	1,504,715	$362.9B
ORCL	ORACLE CORP	Decreased	1,449,998	$523.8B
AMZN	AMAZON COM INC	Decreased	1,086,786	$669.7B
ATD	ATI INC	New	+819,236	$161.5B
GOOG	ALPHABET INC	Decreased	781,419	$765.0B

Other Whales Moving VECO This Period

Manager	Change Type	Share Change
Fisher Investments	Decreased	481,440
Robeco	New	+230,000
State Street	Increased	+111,593
First Eagle	Increased	+72,350

View all sentiment, news, and whale activity for VECO (VEECO INSTRS INC DEL).

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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.

Last updated: August 12, 2026 at 06:02 UTC