Polen Capital

Polen Capital

Polen Capital is an American investment management firm headquartered in Boca Raton, Florida, known for its focused approach to growth investing. The firm primarily emphasizes a limited number of growth equities, aiming to deliver superior long-term returns. In recent years, Polen Capital has diversified its investment strategies to include credit market opportunities, reflecting a broader scope in its asset management philosophy. The firm operates under a disciplined investment framework, seeking to identify high-quality companies with sustainable competitive advantages. This strategy has garnered attention for its effectiveness in navigating market fluctuations while maintaining a concentrated portfolio. Polen Capital's investment style is characterized by thorough research and a commitment to long-term growth. According to the latest disclosure data, Polen Capital's trading activity reflects a dynamic approach, with 200 reported moves as of May 14, 2026. The firm has engaged in position reductions, increases, and exits, with notable activity in technology and financial services sectors. Their largest disclosed move involved trimming their position in Amazon.com, Inc. (AMZN) by approximately $1.19 billion, highlighting their active management strategy.

Biggest Losses

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Vanguard Growth ETFVUG · Q1 2026$436.80$86.56-$6M-80.2%$1M
Carvana CoCVNA · Q1 2026$314.38$64.59-$2M-79.5%$475k
iShares Russell 1000 Growth ETFIWF · Q1 2026$426.40$123.58-$123M-71%$50M
Powell Industries, Inc.POWL · Q1 2026$541.08$235.79-$5M-56.4%$4M
Nautilus Biotechnology, Inc.NAUT · Q1 2026$3.88$1.74-$86k-55.2%$70k
MUELLER INDUSTRIES INCMLI · Q1 2026$110.80$57.51-$148k-48.1%$159k
Karman Holdings Inc.KRMN · Q1 2026$80.05$47.45-$1M-40.7%$2M
Amprius Technologies, Inc.AMPX · Q1 2026$16.86$10.10-$3M-40.1%$4M
Phibro Animal Health CorporationPAHC · Q1 2026$55.31$34.52-$141k-37.6%$234k
Madison Square Garden Entertainment Corp.MSGE · Q1 2026$117.40$74.09-$2M-36.9%$4M
Zoetis IncZTS · Q1 2026$118.21$76.28-$177M-35.5%$322M
Kratos Defense & Security Solutions, Inc.KTOS · Q1 2026$70.51$45.94-$719k-34.8%$1M
Firefly Aerospace Inc.FLY · Q1 2026$28.47$19.03-$241k-33.2%$485k
Intuit Inc. - Common StockINTU · Q1 2026$432.37$289.92-$3M-32.9%$6M
SES AI CorporationSES · Q1 2026$0.962$0.646-$101k-32.8%$207k
FIGS, Inc.FIGS · Q1 2026$14.77$9.94-$587k-32.7%$1M
Shake Shack Inc.SHAK · Q1 2026$88.47$60.00-$536k-32.2%$1M
Circle Internet GroupCRCL · Q1 2026$95.41$65.14-$396k-31.7%$853k
Babcock & Wilcox Enterprises, Inc.BW · Q1 2026$14.69$10.03-$1M-31.7%$3M
Fastly, Inc.FSLY · Q1 2026$29.06$20.32-$2M-30.1%$5M
Boston Scientific CorporationBSX · Q1 2026$62.75$44.17-$11M-29.6%$26M
NuScale Power CorporationSMR · Q1 2026$10.84$7.64-$68k-29.6%$162k
Alcoa Corporation Common StockAA · Q1 2026$66.33$46.87-$97k-29.3%$233k
Netflix, Inc.NFLX · Q1 2026$96.15$68.53-$2M-28.7%$6M
Accenture PLCACN · Q1 2026$198.29$144.73-$73M-27%$196M
CoStar Group, Inc.CSGP · Q1 2026$40.34$30.37-$125M-24.7%$382M
Intuitive Surgical, Inc. - Common StockISRG · Q1 2026$460.99$348.92-$68M-24.3%$212M
TransMedics Group, Inc.TMDX · Q1 2026$99.41$75.38-$178k-24.2%$559k
NexGen Energy Ltd.NXE · Q1 2026$11.60$8.86-$322k-23.6%$1M
Planet Labs PBC Class A Common StockPL · Q1 2026$27.95$22.09-$1M-21%$5M
QXO, Inc.QXO · Q1 2026$19.42$15.42-$43k-20.6%$165k
ROLLINS IncROL · Q1 2026$53.41$43.86-$21M-17.9%$96M
Resolute Holdings Management, Inc.RHLD · Q1 2026$162.30$133.46-$394k-17.8%$2M
Astrazeneca PLCAZN · Q1 2026$196.53$164.38-$837k-16.4%$4M
Cameco Corporation Common StockCCJ · Q1 2026$108.61$90.98-$356k-16.2%$2M
BWX Technologies IncBWXT · Q1 2026$204.49$172.45-$1M-15.7%$7M
Gartner, Inc.IT · Q1 2026$158.35$133.76-$38k-15.5%$207k
GPGI, Inc.GPGI · Q1 2026$17.10$14.49-$87k-15.3%$484k
Oracle CorporationORCL · Q1 2026$147.11$125.86-$107M-14.4%$632M
AXT, Inc.AXTI · Q1 2026$56.98$48.83-$402k-14.3%$2M
Mirion Technologies, Inc.MIR · Q1 2026$18.59$16.16-$61k-13.1%$403k
ASP Isotopes Inc. Common StockASPI · Q1 2026$4.42$3.88-$67k-12.3%$477k
Adobe Inc.ADBE · Q1 2026$243.08$218.36-$293k-10.2%$3M
American Public Education, Inc.APEI · Q1 2026$56.88$51.18-$80k-10%$723k
SAP SESAP · Q1 2026$171.21$154.51-$1M-9.75%$10M
BlackSky Technology Inc.BKSY · Q1 2026$25.16$22.85-$71k-9.18%$700k
Figure Technology Solutions, Inc. Class A Common StockFIGR · Q1 2026$33.95$30.87-$325k-9.07%$3M
Winmark CorporationWINA · Q1 2026$427.55$388.95-$88k-9.03%$888k
Arlo Technologies, Inc.ARLO · Q1 2026$14.23$13.08-$67k-8.08%$767k
Salesforce, Inc. Common StockCRM · Q1 2026$186.72$172.68-$17k-7.52%$210k