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 |
|---|---|---|---|---|---|---|---|---|
| ITRG | INTEGRA RES CORP | $53.54万 | 0.00% | 241,160 | 241,160 | — | $53.54万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $53.89万 | 0.00% | 6,612 | 6,612 | — | $53.89万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $54.12万 | 0.00% | 8,483 | 5,269 | 163.9% | $33.62万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $56.04万 | 0.00% | 1,503 | 1,503 | — | $56.04万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $56.60万 | 0.00% | 1,473 | 791 | 116.0% | $30.39万 | 加仓 |
| FORM | FORMFACTOR INC | $57.43万 | 0.00% | 3,591 | 3,591 | — | $57.43万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $58.81万 | 0.01% | 62,639 | -54,971 | -46.7% | -$51.61万 | 减仓 |
| SN | SHARKNINJA INC | $63.13万 | 0.01% | 4,146 | 1,655 | 66.4% | $25.20万 | 加仓 |
| CAMT | CAMTEK LTD | $67.09万 | 0.01% | 4,113 | 4,113 | — | $67.09万 | 新建仓 |
| GKOS | GLAUKOS CORP | $67.34万 | 0.01% | 4,818 | 4,818 | — | $67.34万 | 新建仓 |
| XPO | XPO INC | $69.72万 | 0.01% | 3,396 | 3,396 | — | $69.72万 | 新建仓 |
| MITK | MITEK SYS INC | $71.47万 | 0.01% | 35,504 | 9,059 | 34.3% | $18.24万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $71.76万 | 0.01% | 5,277 | 5,277 | — | $71.76万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $73.05万 | 0.01% | 8,958 | 4,195 | 88.1% | $34.21万 | 加仓 |
| APEI | AMERICAN PUB ED INC | $75.02万 | 0.01% | 13,971 | -151 | -1.1% | -$8,109 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $77.90万 | 0.01% | 2,048 | 985 | 92.7% | $37.47万 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $78.73万 | 0.01% | 46,419 | 33,287 | 253.5% | $56.45万 | 加仓 |
| AGLT | CHURCHILL CAP CORP XI | $79.55万 | 0.01% | 45,590 | 45,590 | — | $79.55万 | 新建仓 |
| AAPL | APPLE INC | $83.67万 | 0.01% | 2,892 | -1,160 | -28.6% | -$33.56万 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $90.77万 | 0.01% | 19,146 | 19,146 | — | $90.77万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $90.98万 | 0.01% | 9,333 | 5,214 | 126.6% | $50.83万 | 加仓 |
| ASPI | ASP ISOTOPES INC | $93.03万 | 0.01% | 149,559 | 26,589 | 21.6% | $16.54万 | 加仓 |
| EMBJ | EMBRAER S.A. | $93.79万 | 0.01% | 14,701 | 5,563 | 60.9% | $35.49万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $97.71万 | 0.01% | 70,292 | -5,396 | -7.1% | -$7.50万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $98.78万 | 0.01% | 34,229 | 34,229 | — | $98.78万 | 新建仓 |
| WYFI | WHITEFIBER INC | $102.10万 | 0.01% | 26,281 | 26,281 | — | $102.10万 | 新建仓 |
| RXO | RXO INC | $103.19万 | 0.01% | 37,400 | 37,400 | — | $103.19万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $104.26万 | 0.01% | 1,518 | 1,518 | — | $104.26万 | 新建仓 |
| CATH | GLOBAL X FDS | $105.01万 | 0.01% | 11,866 | -7,002 | -37.1% | -$61.97万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $108.98万 | 0.01% | 29,615 | 29,615 | — | $108.98万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $109.36万 | 0.01% | 4,468 | 2,352 | 111.2% | $57.57万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $110.38万 | 0.01% | 38,701 | 24,946 | 181.4% | $71.15万 | 重新持有 |
| IBN | ICICI BANK LIMITED | $110.68万 | 0.01% | 38,124 | -79,935 | -67.7% | -$232.05万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $111.91万 | 0.01% | 19,995 | 19,995 | — | $111.91万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $114.49万 | 0.01% | 38,252 | 38,252 | — | $114.49万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $114.56万 | 0.01% | 6,705 | 6,705 | — | $114.56万 | 新建仓 |
| TWLO | TWILIO INC | $114.97万 | 0.01% | 5,572 | 2,864 | 105.8% | $59.09万 | 加仓 |
| FN | FABRINET | $117.31万 | 0.01% | 2,087 | 157 | 8.1% | $8.82万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $117.64万 | 0.01% | 65,611 | -37,734 | -36.5% | -$67.66万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $121.15万 | 0.01% | 7,719 | 1,119 | 17.0% | $17.56万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $122.00万 | 0.01% | 15,242 | 2,058 | 15.6% | $16.47万 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $126.23万 | 0.01% | 79,540 | 79,540 | — | $126.23万 | 新建仓 |
| OPLN | OPENLANE INC | $127.72万 | 0.01% | 30,970 | -2,391 | -7.2% | -$9.86万 | 减仓 |
| VELO | VELO3D INC | $130.61万 | 0.01% | 74,422 | 12,989 | 21.1% | $22.80万 | 加仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $134.83万 | 0.01% | 243,378 | 243,378 | — | $134.83万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $138.19万 | 0.01% | 35,469 | -5,885 | -14.2% | -$22.93万 | 减仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $141.12万 | 0.01% | 31,943 | 31,943 | — | $141.12万 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $144.88万 | 0.01% | 111,273 | 68,505 | 160.2% | $89.19万 | 重新持有 |
| FTI | TECHNIPFMC PLC | $146.95万 | 0.01% | 22,164 | -12,129 | -35.4% | -$80.42万 | 减仓 |
| ADBE | ADOBE INC | $155.42万 | 0.01% | 7,581 | -4,287 | -36.1% | -$87.89万 | 减仓 |
| RNG | RINGCENTRAL INC | $156.44万 | 0.01% | 40,133 | 40,133 | — | $156.44万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $157.99万 | 0.01% | 2,085 | 893 | 74.9% | $67.67万 | 加仓 |
| ETON | ETON PHARMACEUTICALS INC | $164.27万 | 0.01% | 45,379 | 15,241 | 50.6% | $55.17万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $165.69万 | 0.01% | 11,464 | -2,205 | -16.1% | -$31.87万 | 减仓 |
| ERO | ERO COPPER CORP | $167.49万 | 0.01% | 62,613 | -7,546 | -10.8% | -$20.19万 | 减仓 |
| ADEA | ADEIA INC | $173.13万 | 0.01% | 52,575 | 52,575 | — | $173.13万 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $179.39万 | 0.02% | 100,497 | 35,089 | 53.6% | $62.63万 | 加仓 |
| WOLF | WOLFSPEED INC | $184.41万 | 0.02% | 38,219 | 38,219 | — | $184.41万 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $193.42万 | 0.02% | 22,541 | -1,783 | -7.3% | -$15.30万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $194.94万 | 0.02% | 34,315 | 34,315 | — | $194.94万 | 新建仓 |
| GHM | GRAHAM CORP | $196.23万 | 0.02% | 15,852 | -1,961 | -11.0% | -$24.28万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $197.71万 | 0.02% | 60,351 | 8,940 | 17.4% | $29.29万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $203.24万 | 0.02% | 24,916 | 24,916 | — | $203.24万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $203.67万 | 0.02% | 16,975 | 16,975 | — | $203.67万 | 新建仓 |
| AKTS | AKTIS ONCOLOGY INC | $204.71万 | 0.02% | 63,514 | 63,514 | — | $204.71万 | 新建仓 |
| ONON | ON HLDG AG | $208.06万 | 0.02% | 58,741 | -29,310 | -33.3% | -$103.82万 | 减仓 |
| ACWX | ISHARES TR | $211.24万 | 0.02% | 27,755 | 2,079 | 8.1% | $15.82万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $215.06万 | 0.02% | 28,293 | 28,293 | — | $215.06万 | 新建仓 |
| SMTC | SEMTECH CORP | $216.12万 | 0.02% | 13,353 | 6,800 | 103.8% | $110.06万 | 加仓 |
| NOVT | NOVANTA INC | $216.85万 | 0.02% | 13,366 | 13,366 | — | $216.85万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $219.77万 | 0.02% | 102,457 | -13,594 | -11.7% | -$29.16万 | 减仓 |
| SE | SEA LTD | $221.55万 | 0.02% | 23,119 | -9,755 | -29.7% | -$93.48万 | 减仓 |
| RKLB | ROCKET LAB CORP | $231.26万 | 0.02% | 22,751 | -804 | -3.4% | -$8.17万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $231.60万 | 0.02% | 61,827 | 61,827 | — | $231.60万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $237.24万 | 0.02% | 28,223 | -11,645 | -29.2% | -$97.89万 | 减仓 |
| KN | KNOWLES CORP | $242.60万 | 0.02% | 58,485 | 58,485 | — | $242.60万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $242.79万 | 0.02% | 7,252 | -2,791 | -27.8% | -$93.44万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $244.66万 | 0.02% | 20,899 | 368 | 1.8% | $4.31万 | 加仓 |
| CVNA | CARVANA CO | $246.85万 | 0.02% | 37,504 | 764 | 2.1% | $5.03万 | 加仓 |
| FIVN | FIVE9 INC | $249.99万 | 0.02% | 117,256 | 117,256 | — | $249.99万 | 新建仓 |
| WT | WISDOMTREE INC | $252.49万 | 0.02% | 149,051 | 40,046 | 36.7% | $67.84万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $264.75万 | 0.02% | 22,291 | -4,038 | -15.3% | -$47.96万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $264.84万 | 0.02% | 33,297 | 8,475 | 34.1% | $67.41万 | 加仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $267.82万 | 0.02% | 340,311 | 278,303 | 448.8% | $219.02万 | 加仓 |
| AZZ | AZZ INC | $269.23万 | 0.02% | 17,364 | 2,926 | 20.3% | $45.37万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $274.36万 | 0.02% | 146,013 | 75,582 | 107.3% | $142.02万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $277.66万 | 0.02% | 22,651 | -1,686 | -6.9% | -$20.67万 | 减仓 |
| — | ALPHA TAU MEDICAL LTD | $277.70万 | 0.02% | 220,751 | 220,751 | — | $277.70万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $281.13万 | 0.02% | 50,328 | 50,328 | — | $281.13万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $282.26万 | 0.02% | 6,875 | -466 | -6.3% | -$19.13万 | 减仓 |
| OPY | OPPENHEIMER HLDGS INC | $283.21万 | 0.02% | 26,834 | -120 | -0.4% | -$1.27万 | 减仓 |
| PRLB | PROTO LABS INC | $285.37万 | 0.02% | 35,011 | -2,583 | -6.9% | -$21.05万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $285.53万 | 0.02% | 19,272 | 4,359 | 29.2% | $64.58万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $286.73万 | 0.02% | 52,132 | 181 | 0.3% | $9,955 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $290.01万 | 0.02% | 30,787 | 30,787 | — | $290.01万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $294.77万 | 0.03% | 18,948 | 18,948 | — | $294.77万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $296.28万 | 0.03% | 332,157 | 37,403 | 12.7% | $33.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $300.07万 | 0.03% | 4,018 | 261 | 6.9% | $19.49万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $304.97万 | 0.03% | 33,602 | -2,494 | -6.9% | -$22.64万 | 减仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $308.97万 | 0.03% | 236,939 | 236,939 | — | $308.97万 | 新建仓 |