Polen Capital Management
As of Q2 2026, Polen Capital Management reported 219 long-equity positions worth $11.61B in aggregate.
Copy-investor backtest
- Latest quarter
- +3.05%
- 1-year
- -4.51%
- 3-year
- +27.82%
- 5-year
- +6.68%
- 3-year vs S&P 500
- -45.26%
- 5-year vs S&P 500
- -66.61%
- 5-year top 5
- +24.77%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | New | 2.22% | 690,493 | $258.06M | $373.73 | $268.91 - $379.67(95%)$292.68 -> $373.47 |
| GEV | GE VERNOVA INC | New | 1.99% | 196,612 | $230.99M | $1174.86 | $856.05 - $1181.95(98%)$894.78 -> $1174.27 |
| ATI | ATI INC | New | 1.39% | 819,236 | $161.47M | $197.10 | $142.35 - $205.08(87%)$151.25 -> $196.09 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Add +186.9% | 2.06% | 501,210 | $239.36M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| HWM | HOWMET AEROSPACE INC | New | 1.06% | 457,124 | $122.9M | $268.86 | $230.97 - $290.63(64%)$239.04 -> $268.86 |
| EME | EMCOR GROUP INC | New | 0.74% | 103,123 | $85.58M | $829.88 | $775.88 - $915.07(39%)$913.11 -> $830.16 |
| RXT | RACKSPACE TECHNOLOGY INC | New | 0.04% | 709,189 | $4.63M | $6.53 | $3.68 - $8.60(58%)$5.82 -> $6.53 |
| APLD | APPLIED DIGITAL CORP | New | 0.03% | 98,328 | $3.67M | $37.30 | - |
| EVC | ENTRAVISION COMMUNICATIONS C | New | 0.03% | 236,939 | $3.09M | $13.04 | - |
| CPA | COPA HOLDINGS SA | New | 0.03% | 18,948 | $2.95M | $155.57 | $108.16 - $160.47(91%)$117.92 -> $155.48 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | New | 0.03% | 30,787 | $2.9M | $94.20 | - |
| FPS | FORGENT POWER SOLUTIONS INC | New | 0.02% | 50,328 | $2.81M | $55.86 | $27.27 - $65.56(75%)$29.13 -> $55.86 |
| DRTS | ALPHA TAU MEDICAL LTD | New | 0.02% | 220,751 | $2.78M | $12.58 | - |
| FIVN | FIVE9 INC | New | 0.02% | 117,256 | $2.5M | $21.32 | $13.29 - $26.92(59%)$15.06 -> $21.32 |
| KN | KNOWLES CORP | New | 0.02% | 58,485 | $2.43M | $41.48 | $25.37 - $42.93(92%)$26.22 -> $41.48 |
| MEC | MAYVILLE ENGR CO INC | New | 0.02% | 61,827 | $2.32M | $37.46 | $17.31 - $38.76(94%)$17.92 -> $37.46 |
| NOVT | NOVANTA INC | New | 0.02% | 13,366 | $2.17M | $162.24 | - |
| PENG | PENGUIN SOLUTIONS INC | New | 0.02% | 28,293 | $2.15M | $76.01 | $17.88 - $77.40(98%)$18.25 -> $76.01 |
| AKTS | AKTIS ONCOLOGY INC | New | 0.02% | 63,514 | $2.05M | $32.23 | - |
| BLLN | BILLIONTOONE INC | New | 0.02% | 16,975 | $2.04M | $119.98 | - |
| PTCT | PTC THERAPEUTICS INC | New | 0.02% | 24,916 | $2.03M | $81.57 | - |
| TVTX | TRAVERE THERAPEUTICS INC | New | 0.02% | 34,315 | $1.95M | $56.81 | $28.29 - $60.10(90%)$31.42 -> $56.81 |
| WOLF | WOLFSPEED INC | New | 0.02% | 38,219 | $1.84M | $48.25 | $15.51 - $80.82(50%)$16.45 -> $48.25 |
| ADEA | ADEIA INC | New | 0.01% | 52,575 | $1.73M | $32.93 | $25.71 - $34.12(86%)$29.89 -> $32.85 |
| RNG | RINGCENTRAL INC | New | 0.01% | 40,133 | $1.56M | $38.98 | $33.42 - $49.85(34%)$41.05 -> $38.98 |
| ZGN | ERMENEGILDO ZEGNA N V | New | 0.01% | 111,273 | $1.45M | $13.02 | $9.97 - $15.44(56%)$10.86 -> $13.02 |
| CVLG | COVENANT LOGISTICS GROUP INC | New | 0.01% | 31,943 | $1.41M | $44.18 | $26.96 - $47.08(86%)$27.66 -> $44.15 |
| AIRJ | AIRJOULE TECHNOLOGIES CORP | New | 0.01% | 243,378 | $1.35M | $5.54 | - |
| BTDR | BITDEER TECHNOLOGIES GROUP | New | 0.01% | 79,540 | $1.26M | $15.87 | $8.75 - $20.72(59%)$9.34 -> $15.87 |
| SPCX | SPACE EXPLORATION TECHN CORP | New | 0.01% | 6,705 | $1.15M | $170.86 | - |
| NESR | NATIONAL ENERGY SERVICES REU | New | 0.01% | 38,252 | $1.14M | $29.93 | $20.57 - $30.29(96%)$22.04 -> $29.93 |
| VVI | PURSUIT ATTRACTIONS AND HOSP | New | 0.01% | 19,995 | $1.12M | — | - |
| OSCR | OSCAR HEALTH INC | New | 0.01% | 38,701 | $1.1M | $28.52 | $11.29 - $30.66(89%)$11.73 -> $28.52 |
| URGN | UROGEN PHARMA LTD | New | 0.01% | 29,615 | $1.09M | $36.80 | - |
| VOO | VANGUARD INDEX FDS | New | 0.01% | 1,518 | $1.04M | $686.81 | $593.03 - $699.13(88%)$602.30 -> $686.81 |
| RXO | RXO INC | New | 0.01% | 37,400 | $1.03M | $27.59 | $14.56 - $29.86(85%)$15.08 -> $27.59 |
| WYFI | WHITEFIBER INC | New | 0.01% | 26,281 | $1.02M | $38.85 | - |
| WSC | WILLSCOT HLDGS CORP | New | 0.01% | 34,229 | $987.85K | $28.86 | $16.76 - $29.77(93%)$17.62 -> $28.86 |
| CYD | CHINA YUCHAI INTL LTD | New | 0.01% | 19,146 | $907.71K | $47.41 | $37.28 - $61.48(42%)$39.49 -> $47.49 |
| CCXI | CHURCHILL CAP CORP XI | New | 0.01% | 45,590 | $795.55K | $17.45 | - |
| UAL | UNITED AIRLS HLDGS INC | New | 0.01% | 5,277 | $717.62K | $135.99 | $86.65 - $138.77(95%)$95.08 -> $135.99 |
| XPO | XPO INC | New | 0.01% | 3,396 | $697.17K | $205.29 | $193.33 - $232.05(31%)$198.43 -> $205.29 |
| GKOS | GLAUKOS CORP | New | 0.01% | 4,818 | $673.36K | $139.76 | $99.48 - $148.11(83%)$144.01 -> $139.72 |
| CAMT | CAMTEK LTD | New | 0.01% | 4,113 | $670.91K | $163.12 | - |
| FORM | FORMFACTOR INC | New | 0.00% | 3,591 | $574.31K | $159.93 | $95.70 - $160.27(99%)$100.91 -> $159.93 |
| AEIS | ADVANCED ENERGY INDS | New | 0.00% | 1,503 | $560.42K | $372.87 | $288.45 - $397.44(77%)$332.82 -> $372.55 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | New | 0.00% | 6,612 | $538.94K | $81.51 | $59.25 - $84.55(88%)$62.92 -> $81.43 |
| ITRG | INTEGRA RES CORP | New | 0.00% | 241,160 | $535.44K | $2.22 | - |
| LSCC | LATTICE SEMICONDUCTOR CORP | New | 0.00% | 3,478 | $532K | $152.96 | $91.24 - $156.64(94%)$95.54 -> $152.96 |
| TDUP | THREDUP INC | New | 0.00% | 75,291 | $515.74K | $6.85 | $3.23 - $7.02(96%)$3.39 -> $6.85 |
| RBRK | RUBRIK INC. | New | 0.00% | 6,201 | $497.82K | $80.28 | $42.25 - $86.45(86%)$48.59 -> $80.28 |
| DSGX | DESCARTES SYS GROUP INC | New | 0.00% | 6,987 | $483.76K | $69.24 | $62.81 - $81.09(35%)$70.90 -> $69.24 |
| EIKN | EIKON THERAPEUTICS INC | New | 0.00% | 35,742 | $466.43K | $13.05 | - |
| BEN | FRANKLIN RESOURCES INC | New | 0.00% | 13,760 | $457.8K | $33.27 | $22.61 - $34.42(90%)$23.59 -> $33.26 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | New | 0.00% | 1,858 | $447.72K | $240.97 | $184.18 - $243.32(96%)$188.27 -> $240.97 |
| OOMA | OOMA INC | New | 0.00% | 21,039 | $404.37K | $19.22 | $16.25 - $21.96(52%)$18.82 -> $19.22 |
| IOO | ISHARES TR | New | 0.00% | 2,616 | $357.33K | $136.59 | $119.91 - $144.78(67%)$122.06 -> $136.60 |
| MRCY | MERCURY SYS INC | New | 0.00% | 2,904 | $355.25K | $122.33 | $90.28 - $122.64(99%)$92.03 -> $122.33 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | New | 0.00% | 12,442 | $329.96K | $26.52 | - |
| ROIV | ROIVANT SCIENCES LTD | New | 0.00% | 8,659 | $306.44K | $35.39 | $26.62 - $35.90(95%)$27.84 -> $35.39 |
| PSTG | EVERPURE INC | New | 0.00% | 3,828 | $301.61K | — | - |
| FREL | FIDELITY COVINGTON TRUST | New | 0.00% | 8,672 | $254.1K | $29.30 | - |
| HZO | MARINEMAX INC | New | 0.00% | 6,750 | $247.19K | $36.62 | $26.42 - $38.12(87%)$27.33 -> $36.62 |
| AMD | ADVANCED MICRO DEVICES INC | New | 0.00% | 417 | $242.24K | $580.91 | $200.62 - $584.73(99%)$210.21 -> $582.79 |
| SANM | SANMINA CORP | New | 0.00% | 886 | $224.23K | $253.08 | $124.89 - $288.68(78%)$130.18 -> $253.08 |
| ETSY | ETSY INC | New | 0.00% | 2,968 | $223.58K | $75.33 | $48.61 - $80.41(84%)$49.97 -> $75.33 |
| AUR | AURORA INNOVATION INC | New | 0.00% | 32,520 | $221.79K | $6.82 | $3.95 - $8.56(62%)$4.18 -> $6.83 |
| BLZE | BACKBLAZE INC | New | 0.00% | 13,268 | $210.43K | $15.86 | $3.35 - $16.05(99%)$3.57 -> $15.86 |
| LITE | LUMENTUM HLDGS INC | New | 0.00% | 243 | $208.51K | $858.06 | $707.84 - $1085.68(40%)$764.65 -> $858.06 |
| WULF | TERAWULF INC | Add +429.4% | 0.12% | 563,139 | $13.91M | $24.70 | $13.47 - $29.84(69%)$14.48 -> $24.70 |
| FROG | JFROG LTD | Add +360.1% | 0.07% | 93,117 | $8.46M | $90.88 | $41.10 - $93.12(96%)$48.46 -> $90.88 |
| CCJ | CAMECO CORP | Add +241.3% | 0.06% | 68,968 | $7.03M | $101.88 | $93.85 - $131.21(21%)$111.13 -> $101.84 |
| FTK | FLOTEK INDUSTRIES INC | Add +607.3% | 0.04% | 195,504 | $4.6M | $23.52 | $14.63 - $25.54(81%)$16.20 -> $23.58 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | Add +297.8% | 0.04% | 314,476 | $5.14M | $16.35 | $9.64 - $18.94(72%)$10.22 -> $16.35 |
| REAL | THE REALREAL INC | Add +123.8% | 0.05% | 496,556 | $5.85M | $11.79 | $8.69 - $13.39(66%)$9.28 -> $11.79 |
| TWST | TWIST BIOSCIENCE CORP | Add +130.1% | 0.05% | 55,310 | $5.69M | $102.88 | $46.56 - $104.23(98%)$49.54 -> $102.88 |
| LASR | NLIGHT INC | Add +48.6% | 0.08% | 133,448 | $9.29M | $69.62 | $54.50 - $86.95(47%)$58.30 -> $69.62 |
| VECO | VEECO INSTRS INC DEL | Add +301.7% | 0.03% | 48,314 | $3.66M | $75.80 | $33.42 - $86.63(80%)$34.67 -> $75.80 |
| PURR | HYPERLIQUID STRATEGIES INC | Add +448.8% | 0.02% | 340,311 | $2.68M | $7.87 | $4.50 - $11.62(47%)$5.13 -> $7.87 |
| LTH | LIFE TIME GROUP HOLDINGS INC | Add +89.5% | 0.03% | 76,705 | $3.13M | $40.84 | $25.40 - $41.79(94%)$26.11 -> $40.84 |
| MODG | CALLAWAY GOLF CO | Add +107.3% | 0.02% | 146,013 | $2.74M | — | - |
| VPG | VISHAY PRECISION GROUP INC | Add +35.0% | 0.04% | 32,744 | $4.91M | $149.91 | $42.18 - $151.78(98%)$43.97 -> $149.91 |
| TSHA | TAYSHA GENE THERAPIES INC | Add +53.0% | 0.03% | 489,219 | $3.33M | $6.81 | $4.16 - $7.30(84%)$4.31 -> $6.81 |
| SMTC | SEMTECH CORP | Add +103.8% | 0.02% | 13,353 | $2.16M | $161.85 | $75.50 - $177.35(85%)$80.04 -> $161.85 |
| AIR | AAR CORP | Add +45.4% | 0.03% | 23,561 | $3.37M | $142.93 | $99.62 - $143.11(100%)$111.37 -> $142.85 |
| LFUS | LITTELFUSE INC | Add +41.5% | 0.03% | 7,016 | $3.19M | $455.33 | $330.47 - $500.57(73%)$345.52 -> $455.33 |
| DOCN | DIGITALOCEAN HLDGS INC | Add +5.3% | 0.14% | 101,350 | $15.91M | $157.03 | $72.17 - $187.50(74%)$87.68 -> $157.04 |
| WT | WISDOMTREE INC | Add +36.7% | 0.02% | 149,051 | $2.52M | $16.94 | $13.87 - $19.85(51%)$14.47 -> $16.94 |
| CW | CURTISS WRIGHT CORP | Add +74.9% | 0.01% | 2,085 | $1.58M | $757.76 | $676.17 - $800.00(66%)$696.99 -> $757.83 |
| TSLA | TESLA INC | Add +21.8% | 0.03% | 8,974 | $3.77M | $420.60 | $337.24 - $453.40(72%)$381.26 -> $420.60 |
| CAKE | CHEESECAKE FACTORY INC | Add +34.1% | 0.02% | 33,297 | $2.65M | $79.54 | $53.76 - $80.89(95%)$55.30 -> $79.54 |
| ASTE | ASTEC INDS INC | Add +26.7% | 0.03% | 52,160 | $3.19M | $61.19 | $45.89 - $65.69(77%)$56.17 -> $61.19 |
| AAOI | APPLIED OPTOELECTRONICS INC | Add +29.2% | 0.02% | 19,272 | $2.86M | $148.16 | $81.51 - $233.67(44%)$86.35 -> $148.93 |
| MAMA | MAMAS CREATIONS INC | Add +53.6% | 0.02% | 100,497 | $1.79M | $17.85 | $12.85 - $20.98(62%)$15.30 -> $17.85 |
| BFLY | BUTTERFLY NETWORK INC | Add +18.3% | 0.03% | 480,502 | $4.05M | $8.42 | $3.76 - $9.69(79%)$4.09 -> $8.40 |
| AMPX | AMPRIUS TECHNOLOGIES INC | Add +10.3% | 0.06% | 465,598 | $6.45M | $13.86 | $11.76 - $24.23(17%)$15.52 -> $13.81 |
| TWLO | TWILIO INC | Add +105.8% | 0.01% | 5,572 | $1.15M | $206.33 | $112.99 - $238.48(74%)$130.46 -> $206.33 |
| AXSM | AXSOME THERAPEUTICS INC. | Add +111.2% | 0.01% | 4,468 | $1.09M | $244.77 | $165.17 - $260.19(84%)$171.78 -> $244.81 |
| LOCO | EL POLLO LOCO HLDGS INC | Add +253.5% | 0.01% | 46,419 | $787.27K | $16.96 | $12.63 - $17.00(99%)$13.88 -> $16.96 |
| ETON | ETON PHARMACEUTICALS INC | Add +50.6% | 0.01% | 45,379 | $1.64M | $36.20 | $22.50 - $37.49(91%)$25.36 -> $36.20 |
| DNTH | DIANTHUS THERAPEUTICS INC | Add +126.6% | 0.01% | 9,333 | $909.78K | $97.48 | $68.85 - $98.64(96%)$84.56 -> $97.48 |
| BKD | BROOKDALE SR LIVING INC | Add +7.3% | 0.06% | 451,082 | $7.26M | $16.09 | $11.71 - $16.30(95%)$13.86 -> $16.09 |
| AZZ | AZZ INC | Add +20.3% | 0.02% | 17,364 | $2.69M | $155.05 | $123.10 - $162.12(82%)$126.25 -> $155.40 |
| VICR | VICOR CORP | Add +7.4% | 0.05% | 14,924 | $5.67M | $379.78 | $147.05 - $382.54(99%)$158.16 -> $379.78 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | Add +92.7% | 0.01% | 2,048 | $779K | $380.37 | $217.60 - $418.90(81%)$229.36 -> $380.37 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | Add +12.5% | 0.03% | 114,915 | $3.25M | $28.24 | $16.04 - $30.00(87%)$17.70 -> $28.24 |
| EMBJ | EMBRAER S.A. | Add +60.9% | 0.01% | 14,701 | $937.92K | $63.80 | $53.56 - $71.68(57%)$62.39 -> $63.78 |
| AFRM | AFFIRM HLDGS INC | Add +88.1% | 0.01% | 8,958 | $730.53K | $81.55 | $43.06 - $82.80(97%)$45.54 -> $81.30 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | Add +163.9% | 0.00% | 8,483 | $541.22K | $63.80 | $61.51 - $81.44(11%)$69.12 -> $63.80 |
| JOBY | JOBY AVIATION INC | Add +12.7% | 0.03% | 332,157 | $2.96M | $8.92 | $7.86 - $12.47(23%)$8.27 -> $8.92 |
| TLN | TALEN ENERGY CORP | Add +116.0% | 0.00% | 1,473 | $566.02K | $384.26 | $309.36 - $446.99(54%)$328.08 -> $384.26 |
| OUT | OUTFRONT MEDIA INC | Add +17.4% | 0.02% | 60,351 | $1.98M | $32.76 | $26.32 - $34.96(75%)$26.65 -> $32.76 |
| SN | SHARKNINJA INC | Add +66.4% | 0.01% | 4,146 | $631.31K | $152.27 | $99.14 - $152.46(100%)$106.49 -> $152.27 |
| AXTI | AXT INC | Add +6.8% | 0.03% | 52,707 | $3.8M | $72.08 | $39.70 - $143.16(31%)$47.14 -> $72.08 |
| VLDXD | VELO3D INC | Add +21.1% | 0.01% | 74,422 | $1.31M | — | - |
| SPY | STATE STR SPDR S&P 500 ETF T | Add +7.0% | 0.03% | 4,018 | $3M | $746.83 | $645.11 - $760.38(88%)$655.24 -> $746.77 |
| MITK | MITEK SYS INC | Add +34.3% | 0.01% | 35,504 | $714.7K | $20.13 | $13.32 - $20.16(99%)$13.75 -> $20.13 |
| VT | VANGUARD INTL EQUITY INDEX F | Add +16.9% | 0.01% | 7,719 | $1.21M | $156.95 | $136.98 - $159.41(89%)$139.69 -> $156.95 |
| ASPI | ASP ISOTOPES INC | Add +21.6% | 0.01% | 149,559 | $930.26K | $6.22 | $3.92 - $8.54(50%)$4.11 -> $6.22 |
| GRBK | GREEN BRICK PARTNERS INC | Add +15.6% | 0.01% | 15,242 | $1.22M | $80.04 | $61.99 - $83.18(85%)$65.37 -> $80.04 |
| ACWX | ISHARES TR | Add +8.1% | 0.02% | 27,755 | $2.11M | $76.11 | $67.67 - $77.58(85%)$69.39 -> $76.02 |
| MLI | MUELLER INDS INC | Add +86.8% | 0.00% | 5,172 | $317.92K | $61.47 | $109.41 - $141.90(0%)$112.53 -> $122.93 |
| NTRA | NATERA INC | Add +28.2% | 0.00% | 1,627 | $441.65K | $271.45 | $184.00 - $275.24(96%)$203.21 -> $271.45 |
| FN | FABRINET | Add +8.1% | 0.01% | 2,087 | $1.17M | $562.08 | $502.01 - $748.89(24%)$534.98 -> $562.23 |
| MOD | MODINE MFG CO | Add +1.0% | 0.07% | 29,335 | $7.83M | $267.02 | $206.00 - $323.25(52%)$222.97 -> $267.02 |
| CVNA | CARVANA CO | Add +2.1%5:1 split | 0.02% | 37,504 | $2.47M | $65.82 | $58.94 - $83.91(28%)$62.42 -> $65.81 |
| MIRM | MIRUM PHARMACEUTICALS INC | Add +1.8% | 0.02% | 20,899 | $2.45M | $117.07 | $88.34 - $125.39(78%)$94.62 -> $117.07 |
| SRRK | SCHOLAR ROCK HLDG CORP | Add +0.3% | 0.02% | 52,132 | $2.87M | $55.00 | $43.41 - $56.54(88%)$49.35 -> $55.00 |