POLEN CAPITAL MANAGEMENT LLC
Boca Raton FL · SEC CIK 0001034524
$116.11亿2026Q2 申报市值
219持仓数
58.7%前十大占比 · 第一大 6.9%
63 / 70新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GE 新建仓+$2.58亿
GEV 新建仓+$2.31亿
ATI 新建仓+$1.61亿
TSM 加仓+$1.56亿
HWM 新建仓+$1.23亿
2026Q2 卖出最多 按季末市值估算
AON 减仓-$3.95亿
LLY 减仓-$2.97亿
SNPS 减仓-$2.81亿
ZTS 减仓-$2.80亿
MSFT 减仓-$2.79亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $8.00亿 | 6.89% | 666,912 | -247,645 | -27.1% | -$2.97亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7.96亿 | 6.86% | 3,978,446 | -125,801 | -3.1% | -$2,517.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $7.83亿 | 6.74% | 2,098,613 | -747,275 | -26.3% | -$2.79亿 | 减仓 |
| GOOG | ALPHABET INC | $7.65亿 | 6.59% | 2,165,218 | -781,419 | -26.5% | -$2.76亿 | 减仓 |
| AVGO | BROADCOM INC | $7.40亿 | 6.38% | 1,960,209 | -737,358 | -27.3% | -$2.79亿 | 减仓 |
| AMZN | AMAZON COM INC | $6.70亿 | 5.77% | 2,809,953 | -1,086,786 | -27.9% | -$2.59亿 | 减仓 |
| V | VISA INC | $6.19亿 | 5.34% | 1,805,617 | -640,143 | -26.2% | -$2.20亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5.87亿 | 5.05% | 1,141,958 | -399,430 | -25.9% | -$2.05亿 | 减仓 |
| NOW | SERVICENOW INC | $5.33亿 | 4.59% | 5,370,172 | -1,899,281 | -26.1% | -$1.89亿 | 减仓 |
| ORCL | ORACLE CORP | $5.24亿 | 4.51% | 3,574,259 | -1,449,998 | -28.9% | -$2.12亿 | 减仓 |
| SHOP | SHOPIFY INC | $5.23亿 | 4.50% | 4,577,524 | -1,729,216 | -27.4% | -$1.97亿 | 减仓 |
| MSCI | MSCI INC | $3.76亿 | 3.24% | 671,797 | -257,712 | -27.7% | -$1.44亿 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3.72亿 | 3.21% | 859,036 | -195,459 | -18.5% | -$8,469.83万 | 减仓 |
| SBUX | STARBUCKS CORP | $3.63亿 | 3.13% | 3,550,773 | -1,504,715 | -29.8% | -$1.54亿 | 减仓 |
| IDXX | IDEXX LABS INC | $2.80亿 | 2.41% | 532,384 | -163,427 | -23.5% | -$8,603.45万 | 减仓 |
| GE | GE AEROSPACE | $2.58亿 | 2.22% | 690,493 | 690,493 | — | $2.58亿 | 新建仓 |
| CSGP | COSTAR GROUP INC | $2.48亿 | 2.14% | 8,759,314 | -3,811,054 | -30.3% | -$1.08亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.39亿 | 2.06% | 501,210 | 326,524 | 186.9% | $1.56亿 | 加仓 |
| ABNB | AIRBNB INC | $2.36亿 | 2.03% | 1,649,884 | -623,863 | -27.4% | -$8,927.48万 | 减仓 |
| GEV | GE VERNOVA INC | $2.31亿 | 1.99% | 196,612 | 196,612 | — | $2.31亿 | 新建仓 |
| META | META PLATFORMS INC | $1.86亿 | 1.60% | 329,573 | -147,090 | -30.9% | -$8,285.44万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.78亿 | 1.53% | 447,944 | -158,882 | -26.2% | -$6,318.43万 | 减仓 |
| ATI | ATI INC | $1.61亿 | 1.39% | 819,236 | 819,236 | — | $1.61亿 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1.23亿 | 1.06% | 457,124 | 457,124 | — | $1.23亿 | 新建仓 |
| EME | EMCOR GROUP INC | $8,558.01万 | 0.74% | 103,123 | 103,123 | — | $8,558.01万 | 新建仓 |
| IWF | ISHARES TR | $7,619.55万 | 0.66% | 613,639 | -1,013,813 | -62.3% | -$1.26亿 | 减仓 |
| ROL | ROLLINS INC | $6,640.43万 | 0.57% | 1,590,903 | -586,775 | -26.9% | -$2,449.20万 | 减仓 |
| AON | AON PLC | $5,440.90万 | 0.47% | 164,035 | -1,190,018 | -87.9% | -$3.95亿 | 减仓 |
| MELI | MERCADOLIBRE INC | $4,400.58万 | 0.38% | 25,926 | -8,526 | -24.7% | -$1,447.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $4,113.57万 | 0.35% | 570,063 | -2,347,865 | -80.5% | -$1.69亿 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,745.51万 | 0.32% | 81,578 | -25,851 | -24.1% | -$1,186.90万 | 减仓 |
| ASML | ASML HLDG NV | $3,069.19万 | 0.26% | 15,427 | -645 | -4.0% | -$128.32万 | 减仓 |
| ZTS | ZOETIS INC | $2,302.53万 | 0.20% | 320,420 | -3,902,656 | -92.4% | -$2.80亿 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,901.44万 | 0.16% | 152,800 | -1,201,948 | -88.7% | -$1.50亿 | 减仓 |
| ACWI | ISHARES TR | $1,892.12万 | 0.16% | 120,540 | -185,875 | -60.7% | -$2,917.69万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,840.82万 | 0.16% | 41,267 | -629,966 | -93.9% | -$2.81亿 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,591.50万 | 0.14% | 101,350 | 5,144 | 5.3% | $80.78万 | 加仓 |
| WULF | TERAWULF INC | $1,390.95万 | 0.12% | 563,139 | 456,764 | 429.4% | $1,128.21万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1,252.00万 | 0.11% | 137,977 | -5,254 | -3.7% | -$47.67万 | 减仓 |
| BE | BLOOM ENERGY CORP | $1,236.17万 | 0.11% | 40,838 | -26,393 | -39.3% | -$798.92万 | 减仓 |
| BELFB | BEL FUSE INC | $1,093.87万 | 0.09% | 32,845 | -10,494 | -24.2% | -$349.49万 | 减仓 |
| NU | NU HLDGS LTD | $1,005.67万 | 0.09% | 752,747 | -464,491 | -38.2% | -$620.56万 | 减仓 |
| GOOGL | ALPHABET INC | $993.86万 | 0.09% | 27,810 | -385 | -1.4% | -$13.76万 | 减仓 |
| LASR | NLIGHT INC | $929.07万 | 0.08% | 133,448 | 43,657 | 48.6% | $303.94万 | 加仓 |
| FROG | JFROG LTD | $846.25万 | 0.07% | 93,117 | 72,877 | 360.1% | $662.31万 | 加仓 |
| POWL | POWELL INDS INC | $835.63万 | 0.07% | 29,181 | -23,274 | -44.4% | -$666.47万 | 减仓 |
| AGX | ARGAN INC | $815.64万 | 0.07% | 10,214 | -7,767 | -43.2% | -$620.23万 | 减仓 |
| MOD | MODINE MFG CO | $783.30万 | 0.07% | 29,335 | 293 | 1.0% | $7.82万 | 加仓 |
| YOU | CLEAR SECURE INC | $734.37万 | 0.06% | 131,773 | -14,127 | -9.7% | -$78.73万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $725.79万 | 0.06% | 451,082 | 30,708 | 7.3% | $49.41万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $719.70万 | 0.06% | 36,974 | -1,149 | -3.0% | -$22.37万 | 减仓 |
| CCJ | CAMECO CORP | $702.65万 | 0.06% | 68,968 | 48,758 | 241.3% | $496.75万 | 加仓 |
| VSEC | VSE CORP | $682.14万 | 0.06% | 29,853 | -12,187 | -29.0% | -$278.47万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $666.67万 | 0.06% | 38,529 | -9,764 | -20.2% | -$168.95万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $646.29万 | 0.06% | 80,324 | -3,351 | -4.0% | -$26.96万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $645.32万 | 0.06% | 465,598 | 43,453 | 10.3% | $60.23万 | 加仓 |
| AEHR | AEHR TEST SYS | $635.50万 | 0.05% | 66,157 | -13,239 | -16.7% | -$127.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $630.54万 | 0.05% | 73,200 | -22,980 | -23.9% | -$197.95万 | 减仓 |
| DLO | DLOCAL LTD | $592.69万 | 0.05% | 456,087 | -2,822 | -0.6% | -$3.67万 | 减仓 |
| REAL | THE REALREAL INC | $585.44万 | 0.05% | 496,556 | 274,691 | 123.8% | $323.86万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $569.03万 | 0.05% | 55,310 | 31,273 | 130.1% | $321.74万 | 加仓 |
| VICR | VICOR CORP | $566.78万 | 0.05% | 14,924 | 1,025 | 7.4% | $38.93万 | 加仓 |
| IESC | IES HOLDINGS INC | $534.47万 | 0.05% | 7,275 | -4,678 | -39.1% | -$343.67万 | 减仓 |
| GH | GUARDANT HEALTH INC | $515.68万 | 0.04% | 34,372 | -353 | -1.0% | -$5.30万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $514.17万 | 0.04% | 314,476 | 235,421 | 297.8% | $384.91万 | 加仓 |
| PL | PLANET LABS PBC | $494.34万 | 0.04% | 149,211 | -64,703 | -30.2% | -$214.36万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $490.87万 | 0.04% | 32,744 | 8,481 | 35.0% | $127.14万 | 加仓 |
| NFLX | NETFLIX INC. | $486.52万 | 0.04% | 68,139 | -15,146 | -18.2% | -$108.14万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $463.10万 | 0.04% | 709,189 | 709,189 | — | $463.10万 | 新建仓 |
| FTK | FLOTEK INDUSTRIES INC | $459.83万 | 0.04% | 195,504 | 167,862 | 607.3% | $394.81万 | 加仓 |
| SAP | SAP SE | $443.42万 | 0.04% | 28,773 | -37,901 | -56.8% | -$584.09万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $416.74万 | 0.04% | 6,756 | -5,675 | -45.7% | -$350.06万 | 减仓 |
| SITM | SITIME CORP | $414.16万 | 0.04% | 5,555 | -1,546 | -21.8% | -$115.26万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $404.58万 | 0.03% | 480,502 | 74,242 | 18.3% | $62.51万 | 加仓 |
| AXTI | AXT INC | $379.91万 | 0.03% | 52,707 | 3,339 | 6.8% | $24.07万 | 加仓 |
| TSLA | TESLA INC | $377.45万 | 0.03% | 8,974 | 1,606 | 21.8% | $67.55万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $366.76万 | 0.03% | 98,328 | 98,328 | — | $366.76万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $366.22万 | 0.03% | 48,314 | 36,286 | 301.7% | $275.05万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $351.67万 | 0.03% | 249,411 | -22,081 | -8.1% | -$31.13万 | 减仓 |
| AZN | ASTRAZENECA PLC | $351.36万 | 0.03% | 18,621 | -7,425 | -28.5% | -$140.10万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $340.00万 | 0.03% | 407,182 | -3,096 | -0.8% | -$2.59万 | 减仓 |
| AIR | AAR CORP | $336.76万 | 0.03% | 23,561 | 7,353 | 45.4% | $105.10万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $335.42万 | 0.03% | 12,833 | -6,543 | -33.8% | -$171.02万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $333.16万 | 0.03% | 489,219 | 169,471 | 53.0% | $115.41万 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $324.52万 | 0.03% | 114,915 | 12,788 | 12.5% | $36.11万 | 加仓 |
| ATRO | ASTRONICS CORP | $319.99万 | 0.03% | 39,379 | -3,031 | -7.1% | -$24.63万 | 减仓 |
| LFUS | LITTELFUSE INC | $319.46万 | 0.03% | 7,016 | 2,057 | 41.5% | $93.66万 | 加仓 |
| ASTE | ASTEC INDS INC | $319.17万 | 0.03% | 52,160 | 10,988 | 26.7% | $67.24万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $313.26万 | 0.03% | 76,705 | 36,224 | 89.5% | $147.94万 | 加仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $308.97万 | 0.03% | 236,939 | 236,939 | — | $308.97万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $304.97万 | 0.03% | 33,602 | -2,494 | -6.9% | -$22.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $300.07万 | 0.03% | 4,018 | 261 | 6.9% | $19.49万 | 加仓 |
| JOBY | JOBY AVIATION INC | $296.28万 | 0.03% | 332,157 | 37,403 | 12.7% | $33.36万 | 加仓 |
| CPA | COPA HOLDINGS SA | $294.77万 | 0.03% | 18,948 | 18,948 | — | $294.77万 | 新建仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $290.01万 | 0.02% | 30,787 | 30,787 | — | $290.01万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $286.73万 | 0.02% | 52,132 | 181 | 0.3% | $9,955 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $285.53万 | 0.02% | 19,272 | 4,359 | 29.2% | $64.58万 | 加仓 |
| PRLB | PROTO LABS INC | $285.37万 | 0.02% | 35,011 | -2,583 | -6.9% | -$21.05万 | 减仓 |
| OPY | OPPENHEIMER HLDGS INC | $283.21万 | 0.02% | 26,834 | -120 | -0.4% | -$1.27万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $282.26万 | 0.02% | 6,875 | -466 | -6.3% | -$19.13万 | 减仓 |