POLEN CAPITAL MANAGEMENT LLC
Boca Raton FL · SEC CIK 0001034524
$144.56亿2026Q1 申报市值
221持仓数
56.3%前十大占比 · 第一大 7.3%
63 / 77新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CSGP 加仓+$3.10亿
META 重新持有+$2.72亿
LRCX 新建仓+$2.25亿
NOW 加仓+$1.66亿
ROL 新建仓+$1.16亿
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$9.91亿
ABT 减仓-$4.05亿
MSFT 减仓-$3.94亿
ADBE 减仓-$3.24亿
ORCL 减仓-$3.18亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CELC | CELCUITY INC | $196.10万 | 0.01% | 17,181 | 12,521 | 268.7% | $142.91万 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $198.76万 | 0.01% | 7,341 | 1,681 | 29.7% | $45.51万 | 加仓 |
| IRMD | IRADIMED CORP | $199.68万 | 0.01% | 20,744 | -6,147 | -22.9% | -$59.17万 | 减仓 |
| REAL | THE REALREAL INC | $201.45万 | 0.01% | 221,865 | 46,777 | 26.7% | $42.47万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $206.35万 | 0.01% | 29,265 | 9,568 | 48.6% | $67.46万 | 加仓 |
| PRLB | PROTO LABS INC | $214.36万 | 0.01% | 37,594 | 33,446 | 806.3% | $190.71万 | 加仓 |
| CCJ | CAMECO CORP | $219.50万 | 0.02% | 20,210 | -7,964 | -28.3% | -$86.50万 | 减仓 |
| ASTE | ASTEC INDS INC | $221.67万 | 0.02% | 41,172 | 18,828 | 84.3% | $101.37万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $221.85万 | 0.02% | 13,669 | -7,246 | -34.6% | -$117.60万 | 减仓 |
| VICR | VICOR CORP | $223.77万 | 0.02% | 13,899 | 13,899 | — | $223.77万 | 新建仓 |
| CVNA | CARVANA CO | $231.01万 | 0.02% | 7,348 | -1,626 | -18.1% | -$51.12万 | 减仓 |
| FTI | TECHNIPFMC PLC | $237.07万 | 0.02% | 34,293 | -1,622 | -4.5% | -$11.21万 | 减仓 |
| OPY | OPPENHEIMER HLDGS INC | $240.40万 | 0.02% | 26,954 | 10,611 | 64.9% | $94.64万 | 加仓 |
| JOBY | JOBY AVIATION INC | $243.47万 | 0.02% | 294,754 | 44,687 | 17.9% | $36.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $244.33万 | 0.02% | 3,757 | -2,960 | -44.1% | -$192.50万 | 减仓 |
| SITM | SITIME CORP | $245.23万 | 0.02% | 7,101 | 7,101 | — | $245.23万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $255.39万 | 0.02% | 51,951 | 30,189 | 138.7% | $148.41万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $256.51万 | 0.02% | 24,337 | 3,988 | 19.6% | $42.03万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $261.06万 | 0.02% | 39,868 | 28,723 | 257.7% | $188.08万 | 加仓 |
| W | WAYFAIR INC | $264.86万 | 0.02% | 35,216 | 8,359 | 31.1% | $62.87万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $268.25万 | 0.02% | 106,069 | 54,150 | 104.3% | $136.95万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $270.50万 | 0.02% | 36,096 | 18,411 | 104.1% | $137.97万 | 加仓 |
| SE | SEA LTD | $272.23万 | 0.02% | 32,874 | -9,836 | -23.0% | -$81.45万 | 减仓 |
| TSLA | TESLA INC | $273.91万 | 0.02% | 7,368 | -803 | -9.8% | -$29.85万 | 减仓 |
| AXTI | AXT INC | $281.30万 | 0.02% | 49,368 | 27,153 | 122.2% | $154.72万 | 加仓 |
| ATRO | ASTRONICS CORP | $283.00万 | 0.02% | 42,410 | -11,281 | -21.0% | -$75.28万 | 减仓 |
| ADBE | ADOBE INC | $288.48万 | 0.02% | 11,868 | -1,333,720 | -99.1% | -$3.24亿 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $292.57万 | 0.02% | 26,329 | 15,714 | 148.0% | $174.61万 | 加仓 |
| AEHR | AEHR TEST SYS | $294.40万 | 0.02% | 79,396 | 49,285 | 163.7% | $182.75万 | 加仓 |
| ONON | ON HLDG AG | $299.55万 | 0.02% | 88,051 | -106,432 | -54.7% | -$362.08万 | 减仓 |
| IBN | ICICI BANK LIMITED | $305.77万 | 0.02% | 118,059 | -5,813 | -4.7% | -$15.06万 | 减仓 |
| GH | GUARDANT HEALTH INC | $320.75万 | 0.02% | 34,725 | 15,058 | 76.6% | $139.09万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $323.58万 | 0.02% | 10,043 | 10,043 | — | $323.58万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $341.11万 | 0.02% | 45,934 | 7,693 | 20.1% | $57.13万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $352.75万 | 0.02% | 44,066 | 37,611 | 582.7% | $301.08万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $358.63万 | 0.02% | 105,634 | 92,831 | 725.1% | $315.16万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $374.72万 | 0.03% | 30,831 | -1,804,197 | -98.3% | -$2.19亿 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $380.74万 | 0.03% | 410,278 | -2,189 | -0.5% | -$2.03万 | 减仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $398.82万 | 0.03% | 271,492 | 149,212 | 122.0% | $219.19万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $472.85万 | 0.03% | 83,675 | 55,078 | 192.6% | $311.25万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $489.97万 | 0.03% | 12,431 | 6,369 | 105.1% | $251.03万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $497.18万 | 0.03% | 77,419 | 17,558 | 29.3% | $112.76万 | 加仓 |
| AZN | ASTRAZENECA PLC | $511.89万 | 0.04% | 26,046 | 26,046 | — | $511.89万 | 新建仓 |
| LASR | NLIGHT INC | $511.99万 | 0.04% | 89,791 | 28,167 | 45.7% | $160.61万 | 加仓 |
| EWT | ISHARES INC | $516.96万 | 0.04% | 72,894 | 72,894 | — | $516.96万 | 新建仓 |
| MDT | MEDTRONIC PLC | $525.62万 | 0.04% | 60,661 | -23,839 | -28.2% | -$206.56万 | 减仓 |
| MCHI | ISHARES TR | $543.90万 | 0.04% | 96,813 | 96,813 | — | $543.90万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $563.26万 | 0.04% | 19,376 | -8,049 | -29.3% | -$233.98万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $566.96万 | 0.04% | 48,293 | 24,465 | 102.7% | $287.22万 | 加仓 |
| IESC | IES HOLDINGS INC | $569.52万 | 0.04% | 11,953 | 1,012 | 9.2% | $48.22万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $575.07万 | 0.04% | 420,374 | 219,786 | 109.6% | $300.67万 | 加仓 |
| DLO | DLOCAL LTD | $595.21万 | 0.04% | 458,909 | -7,900 | -1.7% | -$10.25万 | 减仓 |
| PL | PLANET LABS PBC | $597.89万 | 0.04% | 213,914 | 102,376 | 91.8% | $286.14万 | 加仓 |
| MOD | MODINE MFG CO | $629.37万 | 0.04% | 29,042 | 14,733 | 103.0% | $319.28万 | 加仓 |
| FSLY | FASTLY INC | $693.13万 | 0.05% | 238,518 | 238,518 | — | $693.13万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $700.18万 | 0.05% | 16,030 | -17,094 | -51.6% | -$746.66万 | 减仓 |
| YOU | CLEAR SECURE INC | $706.30万 | 0.05% | 145,900 | 106,575 | 271.0% | $515.93万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $711.74万 | 0.05% | 422,145 | 133,855 | 46.4% | $225.68万 | 加仓 |
| VSEC | VSE CORP | $775.22万 | 0.05% | 42,040 | 7,650 | 22.2% | $141.07万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $779.58万 | 0.05% | 38,123 | 5,795 | 17.9% | $118.50万 | 加仓 |
| NFLX | NETFLIX INC. | $800.79万 | 0.06% | 83,285 | -90,512 | -52.1% | -$870.28万 | 减仓 |
| GOOGL | ALPHABET INC | $810.77万 | 0.06% | 28,195 | -2,669 | -8.6% | -$76.75万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $825.26万 | 0.06% | 96,206 | 96,206 | — | $825.26万 | 新建仓 |
| CECO | CECO ENVIRONMENTAL CORP | $853.37万 | 0.06% | 143,231 | 73,456 | 105.3% | $437.65万 | 加仓 |
| BELFB | BEL FUSE INC | $858.03万 | 0.06% | 43,339 | 20,817 | 92.4% | $412.13万 | 加仓 |
| INTU | INTUIT | $858.39万 | 0.06% | 19,853 | -492,803 | -96.1% | -$2.13亿 | 减仓 |
| BE | BLOOM ENERGY CORP | $910.91万 | 0.06% | 67,231 | -8,203 | -10.9% | -$111.14万 | 减仓 |
| POWL | POWELL INDS INC | $946.08万 | 0.07% | 17,485 | -2,856 | -14.0% | -$154.53万 | 减仓 |
| AGX | ARGAN INC | $979.34万 | 0.07% | 17,981 | -6,905 | -27.7% | -$376.08万 | 减仓 |
| SAP | SAP SE | $1,141.52万 | 0.08% | 66,674 | -166,658 | -71.4% | -$2,853.34万 | 减仓 |
| NU | NU HLDGS LTD | $1,749.17万 | 0.12% | 1,217,238 | 59,402 | 5.1% | $85.36万 | 加仓 |
| ASML | ASML HLDG NV | $2,122.88万 | 0.15% | 16,072 | 4,877 | 43.6% | $644.18万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3,637.86万 | 0.25% | 579,739 | -3,439,813 | -85.6% | -$2.16亿 | 减仓 |
| ACWI | ISHARES TR | $4,239.86万 | 0.29% | 306,415 | -303,718 | -49.8% | -$4,202.54万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5,209.34万 | 0.36% | 107,429 | 35,771 | 49.9% | $1,734.57万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,903.51万 | 0.41% | 174,686 | -25,907 | -12.9% | -$875.53万 | 减仓 |
| MELI | MERCADOLIBRE INC | $5,956.77万 | 0.41% | 34,452 | -13,468 | -28.1% | -$2,328.63万 | 减仓 |
| ROL | ROLLINS INC | $1.16亿 | 0.80% | 2,177,678 | 2,177,678 | — | $1.16亿 | 新建仓 |
| IWF | ISHARES TR | $1.73亿 | 1.20% | 406,863 | -369,223 | -47.6% | -$1.57亿 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2.10亿 | 1.45% | 2,917,928 | -647,865 | -18.2% | -$4,660.09万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.25亿 | 1.56% | 1,054,495 | 1,054,495 | — | $2.25亿 | 新建仓 |
| SNPS | SYNOPSYS INC | $2.66亿 | 1.84% | 671,233 | -173,648 | -20.6% | -$6,884.79万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2.69亿 | 1.86% | 1,354,748 | -527,959 | -28.0% | -$1.05亿 | 减仓 |
| META | META PLATFORMS INC | $2.73亿 | 1.89% | 476,663 | 476,125 | 88,499.1% | $2.72亿 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $2.80亿 | 1.94% | 606,826 | -235,792 | -28.0% | -$1.09亿 | 减仓 |
| ABNB | AIRBNB INC | $2.87亿 | 1.99% | 2,273,747 | -756,983 | -25.0% | -$9,559.18万 | 减仓 |
| IDXX | IDEXX LABS INC | $3.91亿 | 2.70% | 695,811 | -264,726 | -27.6% | -$1.49亿 | 减仓 |
| AON | AON PLC | $4.37亿 | 3.02% | 1,354,053 | -492,241 | -26.7% | -$1.59亿 | 减仓 |
| SBUX | STARBUCKS CORP | $4.53亿 | 3.13% | 5,055,488 | -1,729,820 | -25.5% | -$1.55亿 | 减仓 |
| ZTS | ZOETIS INC | $4.99亿 | 3.45% | 4,223,076 | -1,339,593 | -24.1% | -$1.58亿 | 减仓 |
| MSCI | MSCI INC | $5.01亿 | 3.47% | 929,509 | -401,576 | -30.2% | -$2.16亿 | 减仓 |
| CSGP | COSTAR GROUP INC | $5.07亿 | 3.51% | 12,570,368 | 7,679,432 | 157.0% | $3.10亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7.16亿 | 4.95% | 4,104,247 | -1,223,865 | -23.0% | -$2.13亿 | 减仓 |
| ORCL | ORACLE CORP | $7.39亿 | 5.11% | 5,024,257 | -2,161,239 | -30.1% | -$3.18亿 | 减仓 |
| V | VISA INC | $7.39亿 | 5.11% | 2,445,760 | -929,582 | -27.5% | -$2.81亿 | 减仓 |
| SHOP | SHOPIFY INC | $7.48亿 | 5.17% | 6,306,740 | -895,132 | -12.4% | -$1.06亿 | 减仓 |
| NOW | SERVICENOW INC | $7.60亿 | 5.26% | 7,269,453 | 1,588,665 | 28.0% | $1.66亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7.70亿 | 5.33% | 1,541,388 | -590,339 | -27.7% | -$2.95亿 | 减仓 |
| AMZN | AMAZON COM INC | $8.12亿 | 5.61% | 3,896,739 | -4,756,982 | -55.0% | -$9.91亿 | 减仓 |
| AVGO | BROADCOM INC | $8.35亿 | 5.78% | 2,697,567 | -834,070 | -23.6% | -$2.58亿 | 减仓 |