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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -19,853 | -100.0% | -$858.39万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -238,518 | -100.0% | -$693.13万 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -96,813 | -100.0% | -$543.90万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -60,661 | -100.0% | -$525.62万 | 清仓 |
| EWT | ISHARES INC | $0 | 0.00% | 0 | -72,894 | -100.0% | -$516.96万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -77,419 | -100.0% | -$497.18万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -30,831 | -100.0% | -$374.72万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -105,634 | -100.0% | -$358.63万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -44,066 | -100.0% | -$352.75万 | 清仓 |
| CAAP | CORPORACION AMER ARPTS S A | $0 | 0.00% | 0 | -106,069 | -100.0% | -$268.25万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -29,265 | -100.0% | -$206.35万 | 清仓 |
| IRMD | IRADIMED CORP | $0 | 0.00% | 0 | -20,744 | -100.0% | -$199.68万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -17,181 | -100.0% | -$196.10万 | 清仓 |
| METC | RAMACO RES INC | $0 | 0.00% | 0 | -119,574 | -100.0% | -$184.86万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -121,437 | -100.0% | -$179.36万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -18,840 | -100.0% | -$166.68万 | 清仓 |
| IRS | IRSA INVERSIONES Y REP S A | $0 | 0.00% | 0 | -94,136 | -100.0% | -$152.59万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -16,849 | -100.0% | -$143.37万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -12,744 | -100.0% | -$130.56万 | 清仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $0 | 0.00% | 0 | -11,713 | -100.0% | -$125.91万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -65,301 | -100.0% | -$125.38万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -13,098 | -100.0% | -$124.97万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -42,109 | -100.0% | -$121.40万 | 清仓 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | -97,186 | -100.0% | -$114.87万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -11,267 | -100.0% | -$113.41万 | 清仓 |
| SION | SIONNA THERAPEUTICS INC | $0 | 0.00% | 0 | -26,775 | -100.0% | -$107.34万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -2,553 | -100.0% | -$103.98万 | 清仓 |
| CPF | CENTRAL PAC FINL CORP | $0 | 0.00% | 0 | -32,323 | -100.0% | -$103.30万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -24,564 | -100.0% | -$100.32万 | 清仓 |
| FLR | FLUOR CORP | $0 | 0.00% | 0 | -21,011 | -100.0% | -$98.02万 | 清仓 |
| WINA | WINMARK CORP | $0 | 0.00% | 0 | -2,283 | -100.0% | -$97.61万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -6,106 | -100.0% | -$94.40万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -10,571 | -100.0% | -$93.20万 | 清仓 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -13,192 | -100.0% | -$92.73万 | 清仓 |
| — | CANTOR EQUITY PARTNERS II IN | $0 | 0.00% | 0 | -82,865 | -100.0% | -$90.24万 | 清仓 |
| ARLO | ARLO TECHNOLOGIES INC | $0 | 0.00% | 0 | -58,674 | -100.0% | -$83.49万 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 0 | -30,642 | -100.0% | -$77.10万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -7,422 | -100.0% | -$73.78万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -25,499 | -100.0% | -$72.60万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -3,869 | -100.0% | -$67.36万 | 清仓 |
| OFRM | ONCE UPON A FARM PBC | $0 | 0.00% | 0 | -40,631 | -100.0% | -$66.43万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -23,926 | -100.0% | -$59.53万 | 清仓 |
| GPGI | GPGI INC | $0 | 0.00% | 0 | -33,406 | -100.0% | -$57.12万 | 清仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $0 | 0.00% | 0 | -15,959 | -100.0% | -$56.85万 | 清仓 |
| ORN | ORION GROUP HLDGS INC | $0 | 0.00% | 0 | -49,265 | -100.0% | -$53.70万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -8,219 | -100.0% | -$51.52万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6,409 | -100.0% | -$49.29万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -9,466 | -100.0% | -$47.71万 | 清仓 |
| MTW | MANITOWOC CO INC | $0 | 0.00% | 0 | -39,879 | -100.0% | -$46.46万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -24,921 | -100.0% | -$46.33万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,812 | -100.0% | -$41.45万 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $0 | 0.00% | 0 | -174,708 | -100.0% | -$41.41万 | 清仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $0 | 0.00% | 0 | -14,157 | -100.0% | -$38.99万 | 清仓 |
| ANNX | ANNEXON INC | $0 | 0.00% | 0 | -70,152 | -100.0% | -$38.86万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -6,775 | -100.0% | -$37.47万 | 清仓 |
| ANRO | ALTO NEUROSCIENCE INC | $0 | 0.00% | 0 | -16,613 | -100.0% | -$37.35万 | 清仓 |
| — | CENTRAL PUERTO S A | $0 | 0.00% | 0 | -22,120 | -100.0% | -$37.23万 | 清仓 |
| VTOL | BRISTOW GROUP INC | $0 | 0.00% | 0 | -7,483 | -100.0% | -$35.09万 | 清仓 |
| — | SKYWATER TECHNOLOGY INC | $0 | 0.00% | 0 | -12,715 | -100.0% | -$34.85万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -4,975 | -100.0% | -$33.00万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -320,271 | -100.0% | -$30.81万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,275 | -100.0% | -$25.15万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,549 | -100.0% | -$24.53万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -21,246 | -100.0% | -$23.03万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,215 | -100.0% | -$22.69万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,286 | -100.0% | -$20.95万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -10,692 | -100.0% | -$20.76万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -4,388 | -100.0% | -$20.50万 | 清仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -40,345 | -100.0% | -$15.65万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,474 | -100.0% | -$8.18万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.27万 | 0.00% | 4,750 | -574,989 | -99.2% | -$2,454.09万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $20.85万 | 0.00% | 243 | 243 | — | $20.85万 | 新建仓 |
| BLZE | BACKBLAZE INC | $21.04万 | 0.00% | 13,268 | 13,268 | — | $21.04万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $22.18万 | 0.00% | 32,520 | 32,520 | — | $22.18万 | 新建仓 |
| W | WAYFAIR INC | $22.20万 | 0.00% | 2,402 | -32,814 | -93.2% | -$303.27万 | 减仓 |
| ETSY | ETSY INC | $22.36万 | 0.00% | 2,968 | 2,968 | — | $22.36万 | 新建仓 |
| SANM | SANMINA CORP | $22.42万 | 0.00% | 886 | 886 | — | $22.42万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.22万 | 0.00% | 417 | 417 | — | $24.22万 | 新建仓 |
| HZO | MARINEMAX INC | $24.72万 | 0.00% | 6,750 | 6,750 | — | $24.72万 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $25.41万 | 0.00% | 8,672 | 8,672 | — | $25.41万 | 新建仓 |
| MLKN | MILLERKNOLL INC | $25.51万 | 0.00% | 12,466 | -13,839 | -52.6% | -$28.31万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $28.64万 | 0.00% | 3,156 | -11,925 | -79.1% | -$108.21万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $29.81万 | 0.00% | 4,002 | -41,932 | -91.3% | -$312.31万 | 减仓 |
| P | EVERPURE INC | $30.16万 | 0.00% | 3,828 | 3,828 | — | $30.16万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $30.64万 | 0.00% | 8,659 | -1,003 | -10.4% | -$3.55万 | 重新持有 |
| MLI | MUELLER INDS INC | $31.79万 | 0.00% | 5,172 | 2,403 | 86.8% | $14.77万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $33.00万 | 0.00% | 12,442 | 12,442 | — | $33.00万 | 新建仓 |
| MRCY | MERCURY SYS INC | $35.52万 | 0.00% | 2,904 | 2,904 | — | $35.52万 | 新建仓 |
| IOO | ISHARES TR | $35.73万 | 0.00% | 2,616 | -127 | -4.6% | -$1.73万 | 重新持有 |
| FTAI | FTAI AVIATION LTD | $37.98万 | 0.00% | 1,404 | -358 | -20.3% | -$9.68万 | 减仓 |
| OOMA | OOMA INC | $40.44万 | 0.00% | 21,039 | 21,039 | — | $40.44万 | 新建仓 |
| SNDK | SANDISK CORP | $43.88万 | 0.00% | 193 | -260 | -57.4% | -$59.12万 | 减仓 |
| NTRA | NATERA INC | $44.16万 | 0.00% | 1,627 | 358 | 28.2% | $9.72万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $44.77万 | 0.00% | 1,858 | 1,858 | — | $44.77万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $45.78万 | 0.00% | 13,760 | 13,760 | — | $45.78万 | 新建仓 |
| EIKN | EIKON THERAPEUTICS INC | $46.64万 | 0.00% | 35,742 | 35,742 | — | $46.64万 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $48.38万 | 0.00% | 6,987 | 6,987 | — | $48.38万 | 新建仓 |
| RBRK | RUBRIK INC. | $49.78万 | 0.00% | 6,201 | 6,201 | — | $49.78万 | 新建仓 |
| TDUP | THREDUP INC | $51.57万 | 0.00% | 75,291 | -70,324 | -48.3% | -$48.17万 | 重新持有 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $53.20万 | 0.00% | 3,478 | 3,478 | — | $53.20万 | 新建仓 |