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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PLC | $0 | 0.00% | 0 | -105,206 | -100.0% | -$1,917.06万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -79,332 | -100.0% | -$1,170.63万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -13,669 | -100.0% | -$936.24万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -90,462 | -100.0% | -$591.35万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -53,658 | -100.0% | -$440.64万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -31,329 | -100.0% | -$355.24万 | 清仓 |
| KARO | KAROOOOO LTD | $0 | 0.00% | 0 | -74,821 | -100.0% | -$340.44万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -15,086 | -100.0% | -$260.85万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -10,782 | -100.0% | -$231.58万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -12,500 | -100.0% | -$216.05万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | -95,761 | -100.0% | -$201.48万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,677 | -100.0% | -$190.33万 | 清仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $0 | 0.00% | 0 | -21,600 | -100.0% | -$187.68万 | 清仓 |
| RDVT | RED VIOLET INC | $0 | 0.00% | 0 | -30,328 | -100.0% | -$172.72万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -2,307 | -100.0% | -$133.69万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -63,497 | -100.0% | -$132.71万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -13,526 | -100.0% | -$115.77万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION | $0 | 0.00% | 0 | -33,538 | -100.0% | -$115.67万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -25,259 | -100.0% | -$115.21万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -7,915 | -100.0% | -$113.89万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -13,980 | -100.0% | -$111.52万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -41,800 | -100.0% | -$109.43万 | 清仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $0 | 0.00% | 0 | -133,416 | -100.0% | -$104.73万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -2,812 | -100.0% | -$99.34万 | 清仓 |
| KURA | KURA ONCOLOGY INC | $0 | 0.00% | 0 | -90,847 | -100.0% | -$94.39万 | 清仓 |
| TDUP | THREDUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -43,111 | -100.0% | -$85.45万 | 清仓 |
| SWIM | LATHAM GROUP INC | $0 | 0.00% | 0 | -112,388 | -100.0% | -$71.37万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | -23,565 | -100.0% | -$67.82万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -16,175 | -100.0% | -$64.99万 | 清仓 |
| IHRT | IHEARTMEDIA INC | $0 | 0.00% | 0 | -155,516 | -100.0% | -$64.69万 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -60,710 | -100.0% | -$64.17万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -9,584 | -100.0% | -$60.90万 | 清仓 |
| CSIQ | CANADIAN SOLAR INC | $0 | 0.00% | 0 | -22,223 | -100.0% | -$52.82万 | 清仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,567 | -100.0% | -$52.40万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,976 | -100.0% | -$50.84万 | 清仓 |
| PRCH | PORCH GROUP INC | $0 | 0.00% | 0 | -53,683 | -100.0% | -$49.01万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -3,033 | -100.0% | -$48.30万 | 清仓 |
| LMB | LIMBACH HLDGS INC | $0 | 0.00% | 0 | -5,892 | -100.0% | -$45.87万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -4,980 | -100.0% | -$45.62万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -4,380 | -100.0% | -$43.98万 | 清仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -116,292 | -100.0% | -$43.03万 | 清仓 |
| OPFI | OPPFI INC | $0 | 0.00% | 0 | -40,472 | -100.0% | -$42.33万 | 清仓 |
| LUXE | LUXEXPERIENCE BV | $0 | 0.00% | 0 | -50,258 | -100.0% | -$41.97万 | 清仓 |
| — | MESOBLAST LTD | $0 | 0.00% | 0 | -23,005 | -100.0% | -$41.50万 | 清仓 |
| NMRK | NEWMARK GROUP INC | $0 | 0.00% | 0 | -23,619 | -100.0% | -$40.96万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,689 | -100.0% | -$40.86万 | 清仓 |
| PSNL | PERSONALIS INC | $0 | 0.00% | 0 | -50,705 | -100.0% | -$40.36万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -49,368 | -100.0% | -$39.84万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,197 | -100.0% | -$39.52万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -11,239 | -100.0% | -$39.43万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -696 | -100.0% | -$39.09万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -1,061 | -100.0% | -$38.20万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -15,206 | -100.0% | -$38.02万 | 清仓 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | -10,366 | -100.0% | -$36.72万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -18,239 | -100.0% | -$35.33万 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $0 | 0.00% | 0 | -102,508 | -100.0% | -$35.06万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,182 | -100.0% | -$34.98万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GAP | GAP INC | $0 | 0.00% | 0 | -12,860 | -100.0% | -$32.92万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -3,797 | -100.0% | -$31.92万 | 清仓 |
| HLLY | HOLLEY INC | $0 | 0.00% | 0 | -77,032 | -100.0% | -$31.81万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -2,975 | -100.0% | -$31.68万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,511 | -100.0% | -$28.88万 | 清仓 |
| SSYS | STRATASYS LTD | $0 | 0.00% | 0 | -32,493 | -100.0% | -$28.20万 | 清仓 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | -3,420 | -100.0% | -$26.97万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -137,149 | -100.0% | -$25.65万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -4,298 | -100.0% | -$25.57万 | 清仓 |
| CPS | COOPER STD HLDGS INC | $0 | 0.00% | 0 | -7,635 | -100.0% | -$25.07万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -21,080 | -100.0% | -$24.16万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -5,449 | -100.0% | -$24.07万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -36,795 | -100.0% | -$22.67万 | 清仓 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -21,833 | -100.0% | -$22.66万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -3,756 | -100.0% | -$22.18万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -64,298 | -100.0% | -$20.77万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,487 | -100.0% | -$20.36万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGEN | PRECIGEN INC | $0 | 0.00% | 0 | -42,095 | -100.0% | -$17.60万 | 清仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $0 | 0.00% | 0 | -19,383 | -100.0% | -$17.50万 | 清仓 |
| SOPH | SOPHIA GENETICS SA | $0 | 0.00% | 0 | -21,738 | -100.0% | -$10.15万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $8.18万 | 0.00% | 17,474 | 17,474 | — | $8.18万 | 新建仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $15.65万 | 0.00% | 40,345 | 40,345 | — | $15.65万 | 新建仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $18.20万 | 0.00% | 13,132 | 13,132 | — | $18.20万 | 新建仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $20.50万 | 0.00% | 4,388 | -16,985 | -79.5% | -$79.34万 | 减仓 |
| QXO | QXO INC | $20.76万 | 0.00% | 10,692 | 10,692 | — | $20.76万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $20.95万 | 0.00% | 2,286 | 2,286 | — | $20.95万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $21.77万 | 0.00% | 682 | -667 | -49.4% | -$21.29万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $21.82万 | 0.00% | 4,763 | -28,206 | -85.6% | -$129.24万 | 减仓 |
| CRM | SALESFORCE INC | $22.69万 | 0.00% | 1,215 | -1,366 | -52.9% | -$25.51万 | 减仓 |
| SMR | NUSCALE PWR CORP | $23.03万 | 0.00% | 21,246 | -43,369 | -67.1% | -$47.01万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $23.61万 | 0.00% | 1,063 | 1,063 | — | $23.61万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $24.26万 | 0.00% | 3,214 | -207,762 | -98.5% | -$1,567.98万 | 重新持有 |
| IT | GARTNER INC | $24.53万 | 0.00% | 1,549 | -7,204 | -82.3% | -$114.07万 | 减仓 |
| FSLR | FIRST SOLAR INC | $25.15万 | 0.00% | 1,275 | -7,027 | -84.6% | -$138.61万 | 减仓 |
| NTRA | NATERA INC | $25.38万 | 0.00% | 1,269 | -107 | -7.8% | -$2.14万 | 减仓 |
| SN | SHARKNINJA INC | $26.38万 | 0.00% | 2,491 | 2,491 | — | $26.38万 | 新建仓 |
| SNDK | SANDISK CORP | $28.78万 | 0.00% | 453 | -1,407 | -75.6% | -$89.39万 | 减仓 |
| MLI | MUELLER INDS INC | $30.68万 | 0.00% | 2,769 | 49 | 1.8% | $5,429 | 加仓 |