David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $11.61B~ (-$3B~)
- Previous value:
- $14.46B~
- # of changes:
- 289
- New positions:
- 68
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 04 Aug 2026
Polen Capital Management has disclosed a total of 289 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 60, bought 68 totally new, decreased the number of shares of 91 and completely sold out 70 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 128 securities out of which top 5 purchases (by % change to portfolio) are (GE) GE Aerospace (new buy), (TSM) Taiwan Semiconductor Manufacturing (added shares +186.92%), (GEV) GE Vernova LLC (new buy), (ATI) Allegheny Technologies Incorporated (new buy) and (HWM) Howmet AerospaceInc (new buy).
In the latest report(s) the following changes have been made to the top investments: (LLY) Eli Lilly and Company (reduced shares -27.08%), (NVDA) NVIDIA Corp (reduced shares -3.07%), (MSFT) Microsoft Corp (reduced shares -26.26%), (GOOG) Alphabet Inc, CL-C (reduced shares -26.52%) and (AVGO) Broadcom Inc (reduced shares -27.33%).
289 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ADEIA INC
|
new
|
+52,575
|
52,575
|
+0.01%
|
$32.93
|
-20.22%($26.27)
|
0.01%
|
2026 Q2
|
~0.25 years
|
|
|
|
Advanced Energy Industries Inc
|
new
|
+1,503
|
1,503
|
+0%
|
$372.87
|
-23.35%($285.79)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Advanced Micro Devices Inc
|
new
|
+417
|
417
|
+0%
|
$580.91
|
-18.90%($471.09)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
AirJoule Technologies Corp
|
new
|
+243,378
|
243,378
|
+0.01%
|
$5.54
|
-8.94%($5.04)
|
0.01%
|
2026 Q2
|
~0.25 years
|
|
|
|
Aktis Oncology, Inc
|
new
|
+63,514
|
63,514
|
+0.02%
|
$32.23
|
-23.61%($24.62)
|
0.02%
|
2026 Q2
|
~0.25 years
|
|
|
|
Alliance Laundry Holdings Inc
|
new
|
+12,442
|
12,442
|
+0%
|
$26.52
|
-11.12%($23.57)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
ALPHA TAU MEDICAL LTD
|
new
|
+220,751
|
220,751
|
+0.02%
|
$12.58
|
+18.08%($14.86)
|
0.02%
|
2026 Q2
|
~0.25 years
|
|
|
|
Applied Digital Corp
|
new
|
+98,328
|
98,328
|
+0.03%
|
$37.30
|
-26.90%($27.26)
|
0.03%
|
2026 Q2
|
~0.25 years
|
|
|
|
Arrowhead Pharmaceuticals Inc
|
new
|
+6,612
|
6,612
|
+0%
|
$81.51
|
+5.96%($86.37)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Allegheny Technologies Incorporated
|
new
|
+819,236
|
819,236
|
+1.39%
|
$197.10
|
+5.42%($207.79)
|
1.39%
|
2026 Q2
|
~0.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".