Polen Capital
asset managergrowth
Portfolio Value
$14.5B
Positions
221
Quarter
2026-03-31
New Positions
69
Exits
79
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $1.1B | 2.8M | 7.3% | |
| $845.3M | 2.9M | 5.8% | |
| $841.2M | 914.6K | 5.8% | |
| $834.9M | 2.7M | 5.8% | |
| $811.6M | 3.9M | 5.6% | |
| $770.2M | 1.5M | 5.3% | |
| $760.0M | 7.3M | 5.3% | |
| $748.1M | 6.3M | 5.2% | |
| $739.2M | 2.4M | 5.1% | |
| $739.1M | 5.0M | 5.1% | |
| $715.8M | 4.1M | 5.0% | |
| $507.1M | 12.6M | 3.5% | |
| $501.0M | 929.5K | 3.5% | |
| $499.2M | 4.2M | 3.5% | |
| $452.9M | 5.1M | 3.1% | |
AON PLC | $437.1M | 1.4M | 3.0% |
| $391.0M | 695.8K | 2.7% | |
| $287.1M | 2.3M | 2.0% | |
| $279.7M | 606.8K | 1.9% | |
| $272.7M | 476.7K | 1.9% | |
ACCENTURE | $268.6M | 1.4M | 1.9% |
| $266.1M | 671.2K | 1.8% | |
| $225.3M | 1.1M | 1.6% | |
| $209.9M | 2.9M | 1.5% | |
| $173.5M | 406.9K | 1.2% | |
| $116.3M | 2.2M | 0.8% | |
| $59.6M | 34.5K | 0.4% | |
| $59.0M | 174.7K | 0.4% | |
SPOTIFY TE | $52.1M | 107.4K | 0.4% |
| $42.4M | 306.4K | 0.3% | |
| $36.4M | 579.7K | 0.3% | |
ASML HLDG | $21.2M | 16.1K | 0.1% |
NU HLDGS L | $17.5M | 1.2M | 0.1% |
| $11.4M | 66.7K | 0.1% | |
| $9.8M | 18.0K | 0.1% | |
| $9.5M | 17.5K | 0.1% | |
| $9.1M | 67.2K | 0.1% | |
| $8.6M | 19.9K | 0.1% | |
| $8.6M | 43.3K | 0.1% | |
| $8.5M | 143.2K | 0.1% | |
| $8.3M | 96.2K | 0.1% | |
| $8.1M | 28.2K | 0.1% | |
| $8.0M | 83.3K | 0.1% | |
| $7.8M | 38.1K | 0.1% | |
| $7.8M | 42.0K | 0.1% | |
AMPRIUS TE | $7.1M | 422.1K | 0.0% |
| $7.1M | 145.9K | 0.0% | |
| $7.0M | 16.0K | 0.0% | |
| $6.9M | 238.5K | 0.0% | |
| $6.3M | 29.0K | 0.0% | |
| $6.0M | 213.9K | 0.0% | |
DLOCAL LTD | $6.0M | 458.9K | 0.0% |
| $5.8M | 420.4K | 0.0% | |
| $5.7M | 12.0K | 0.0% | |
| $5.7M | 48.3K | 0.0% | |
WILLIS TOW | $5.6M | 19.4K | 0.0% |
| $5.4M | 96.8K | 0.0% | |
MEDTRONIC | $5.3M | 60.7K | 0.0% |
| $5.2M | 72.9K | 0.0% | |
| $5.1M | 89.8K | 0.0% | |
ASTRAZENEC | $5.1M | 26.0K | 0.0% |
| $5.0M | 77.4K | 0.0% | |
| $4.9M | 12.4K | 0.0% | |
| $4.7M | 83.7K | 0.0% | |
| $4.0M | 271.5K | 0.0% | |
| $3.8M | 410.3K | 0.0% | |
| $3.7M | 30.8K | 0.0% | |
FIGURE TEC | $3.6M | 105.6K | 0.0% |
KARMAN HLD | $3.5M | 44.1K | 0.0% |
| $3.4M | 45.9K | 0.0% | |
PRAXIS PRE | $3.2M | 10.0K | 0.0% |
| $3.2M | 34.7K | 0.0% | |
| $3.1M | 118.1K | 0.0% | |
ON HLDG AG | $3.0M | 88.1K | 0.0% |
| $2.9M | 79.4K | 0.0% | |
| $2.9M | 26.3K | 0.0% | |
| $2.9M | 11.9K | 0.0% | |
| $2.8M | 42.4K | 0.0% | |
| $2.8M | 49.4K | 0.0% | |
| $2.7M | 7.4K | 0.0% | |
| $2.7M | 32.9K | 0.0% | |
MILLICOM I | $2.7M | 36.1K | 0.0% |
CORPORACIO | $2.7M | 106.1K | 0.0% |
| $2.6M | 35.2K | 0.0% | |
| $2.6M | 39.9K | 0.0% | |
| $2.6M | 24.3K | 0.0% | |
| $2.6M | 52.0K | 0.0% | |
| $2.5M | 7.1K | 0.0% | |
| $2.4M | 3.8K | 0.0% | |
JOBY AVIAT | $2.4M | 294.8K | 0.0% |
| $2.4M | 27.0K | 0.0% | |
TECHNIPFMC | $2.4M | 34.3K | 0.0% |
| $2.3M | 7.3K | 0.0% | |
| $2.2M | 13.9K | 0.0% | |
RESOLUTE H | $2.2M | 13.7K | 0.0% |
| $2.2M | 41.2K | 0.0% | |
| $2.2M | 20.2K | 0.0% | |
| $2.1M | 37.6K | 0.0% | |
| $2.1M | 29.3K | 0.0% | |
| $2.0M | 221.9K | 0.0% | |
| $2.0M | 20.7K | 0.0% | |
| $2.0M | 7.3K | 0.0% | |
| $2.0M | 17.2K | 0.0% | |
| $1.9M | 20.5K | 0.0% | |
| $1.9M | 70.2K | 0.0% | |
RAMACO RES | $1.8M | 119.6K | 0.0% |
| $1.8M | 14.4K | 0.0% | |
| $1.8M | 121.4K | 0.0% | |
| $1.8M | 16.2K | 0.0% | |
| $1.8M | 102.1K | 0.0% | |
| $1.8M | 25.7K | 0.0% | |
| $1.7M | 5.0K | 0.0% | |
| $1.7M | 18.8K | 0.0% | |
| $1.6M | 406.3K | 0.0% | |
| $1.6M | 103.3K | 0.0% | |
| $1.6M | 116.1K | 0.0% | |
| $1.6M | 109.0K | 0.0% | |
| $1.6M | 41.4K | 0.0% | |
| $1.5M | 15.1K | 0.0% | |
| $1.5M | 106.4K | 0.0% | |
IRSA INVER | $1.5M | 94.1K | 0.0% |
ROCKET LAB | $1.5M | 23.6K | 0.0% |
GLOBAL X F | $1.5M | 18.9K | 0.0% |
| $1.4M | 16.8K | 0.0% | |
| $1.4M | 319.7K | 0.0% | |
| $1.4M | 17.8K | 0.0% | |
ESTABLISHM | $1.4M | 24.3K | 0.0% |
| $1.4M | 117.6K | 0.0% | |
OUTFRONT M | $1.4M | 51.4K | 0.0% |
| $1.4M | 24.8K | 0.0% | |
| $1.3M | 12.7K | 0.0% | |
| $1.3M | 14.9K | 0.0% | |
| $1.3M | 11.7K | 0.0% | |
| $1.3M | 65.3K | 0.0% | |
CIRCLE INT | $1.2M | 13.1K | 0.0% |
| $1.2M | 42.1K | 0.0% | |
IVANHOE EL | $1.1M | 97.2K | 0.0% |
| $1.1M | 24.0K | 0.0% | |
ISHARES TR | $1.1M | 11.3K | 0.0% |
| $1.1M | 40.5K | 0.0% | |
SIONNA THE | $1.1M | 26.8K | 0.0% |
| $1.1M | 24.3K | 0.0% | |
| $1.0M | 2.6K | 0.0% | |
| $1.0M | 32.3K | 0.0% | |
| $1.0M | 4.1K | 0.0% | |
FABRINET | $1.0M | 1.9K | 0.0% |
MAMAS CREA | $1.0M | 65.4K | 0.0% |
| $1.0M | 24.6K | 0.0% | |
| $980K | 21.0K | 0.0% | |
| $978K | 70.4K | 0.0% | |
| $976K | 2.3K | 0.0% | |
| $972K | 33.4K | 0.0% | |
| $952K | 75.7K | 0.0% | |
JFROG LTD | $950K | 20.2K | 0.0% |
| $944K | 6.1K | 0.0% | |
| $932K | 10.6K | 0.0% | |
| $927K | 13.2K | 0.0% | |
| $913K | 6.6K | 0.0% | |
CANTOR EQU | $902K | 82.9K | 0.0% |
| $850K | 13.2K | 0.0% | |
| $835K | 58.7K | 0.0% | |
| $812K | 1.2K | 0.0% | |
| $803K | 14.1K | 0.0% | |
LIGHTPATH | $793K | 79.1K | 0.0% |
BLACKSKY T | $771K | 30.6K | 0.0% |
ETON PHARM | $744K | 30.1K | 0.0% |
| $738K | 7.4K | 0.0% | |
FIREFLY AE | $726K | 25.5K | 0.0% |
DAVE INC | $674K | 3.9K | 0.0% |
ONCE UPON | $664K | 40.6K | 0.0% |
| $595K | 23.9K | 0.0% | |
VELO3D INC | $577K | 61.4K | 0.0% |
| $571K | 33.4K | 0.0% | |
BETTER HOM | $568K | 16.0K | 0.0% |
ASP ISOTOP | $544K | 123.0K | 0.0% |
| $542K | 9.1K | 0.0% | |
| $537K | 49.3K | 0.0% | |
| $515K | 8.2K | 0.0% | |
| $504K | 6.6K | 0.0% | |
| $493K | 6.4K | 0.0% | |
| $477K | 9.5K | 0.0% | |
FLOTEK IND | $469K | 27.6K | 0.0% |
| $465K | 39.9K | 0.0% | |
| $463K | 24.9K | 0.0% | |
FTAI AVIAT | $432K | 1.8K | 0.0% |
| $414K | 1.8K | 0.0% | |
| $414K | 174.7K | 0.0% | |
| $407K | 12.0K | 0.0% | |
| $390K | 14.2K | 0.0% | |
| $389K | 70.2K | 0.0% | |
| $380K | 26.3K | 0.0% | |
| $375K | 6.8K | 0.0% | |
ALTO NEURO | $373K | 16.6K | 0.0% |
CENTRAL PU | $372K | 22.1K | 0.0% |
| $358K | 2.1K | 0.0% | |
| $357K | 26.4K | 0.0% | |
| $351K | 7.5K | 0.0% | |
| $349K | 12.7K | 0.0% | |
DIANTHUS T | $346K | 4.1K | 0.0% |
| $341K | 2.7K | 0.0% | |
| $330K | 5.0K | 0.0% | |
HYPERLIQUI | $316K | 62.0K | 0.0% |
SES AI COR | $308K | 320.3K | 0.0% |
| $307K | 2.8K | 0.0% | |
SANDISK CO | $288K | 453 | 0.0% |
SHARKNINJA | $264K | 2.5K | 0.0% |
| $254K | 1.3K | 0.0% | |
| $252K | 1.3K | 0.0% | |
| $245K | 1.5K | 0.0% | |
| $243K | 3.2K | 0.0% | |
| $236K | 1.1K | 0.0% | |
| $230K | 21.2K | 0.0% | |
| $227K | 1.2K | 0.0% | |
| $218K | 4.8K | 0.0% | |
| $218K | 682 | 0.0% | |
SPDR SERIE | $209K | 2.3K | 0.0% |
QXO INC | $208K | 10.7K | 0.0% |
| $205K | 4.4K | 0.0% | |
| $182K | 13.1K | 0.0% | |
NAUTILUS B | $157K | 40.3K | 0.0% |
| $82K | 17.5K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $14.5B | 221 | View on EDGAR |
| 2025-12-31 | 2026-02-12 | $23.4B | 234 | View on EDGAR |
| 2025-09-30 | 2025-11-12 | $30.8B | 232 | View on EDGAR |
| 2025-06-30 | 2025-08-13 | $32.6B | 240 | View on EDGAR |
| 2025-03-31 | 2025-05-12 | $31.8B | 117 | View on EDGAR |
| 2024-12-31 | 2025-02-10 | $37.0B | 124 | View on EDGAR |
| 2024-09-30 | 2025-02-10 | $38.7B | 118 | View on EDGAR |
| 2024-09-30 | 2024-11-13 | $38.7B | 118 | View on EDGAR |