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 Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Aehr Test SystemsAEHR · Q1 2026$37.08$93.54+$4M+152.3%$7M
Sandisk CorporationSNDK · Q1 2026$635.34$1,589.40+$432k+150.2%$720k
Xometry, Inc.XMTR · Q1 2026$40.84$98.68+$1M+141.6%$2M
JFrog Ltd.FROG · Q1 2026$46.93$92.67+$926k+97.5%$2M
Twist Bioscience CorporationTWST · Q1 2026$47.52$92.61+$1M+94.9%$2M
Semtech CorpSMTC · Q1 2026$76.89$137.84+$399k+79.3%$903k
Butterfly Network, Inc.BFLY · Q1 2026$4.04$7.01+$1M+73.5%$3M
Veeco Instruments Inc.VECO · Q1 2026$33.86$56.96+$278k+68.2%$685k
Twilio Inc.TWLO · Q1 2026$125.82$211.54+$232k+68.1%$573k
STERLING INFRASTRUCTURE INCSTRL · Q1 2026$407.27$668.82+$668k+64.2%$2M
Eton Pharmaceuticals, Inc.ETON · Q1 2026$24.68$40.12+$465k+62.6%$1M
Establishment Labs Holdings Inc.ESTA · Q1 2026$56.78$92.30+$864k+62.6%$2M
Guardant Health, Inc.GH · Q1 2026$92.37$149.75+$2M+62.1%$5M
Affirm Holdings, Inc.AFRM · Q1 2026$45.82$73.92+$134k+61.3%$352k
Bloom Energy CorporationBE · Q1 2026$135.49$218.22+$6M+61.1%$15M
SiTime CorporationSITM · Q1 2026$345.35$555.15+$1M+60.7%$4M
Life Time Group Holdings, Inc.LTH · Q1 2026$26.94$42.84+$644k+59%$2M
Lindblad Expeditions Holdings, Inc.LIND · Q1 2026$17.30$27.51+$1M+59%$3M
Adaptive Biotechnologies CorporationADPT · Q1 2026$13.88$21.86+$926k+57.5%$3M
Callaway Golf CompanyELY · Q1 2026$13.88$21.33+$525k+53.7%$2M
Victory Capital Holdings, Inc.VCTR · Q1 2026$65.48$100.58+$1M+53.6%$4M
The Cheesecake Factory IncorporatedCAKE · Q1 2026$54.75$83.31+$709k+52.2%$2M
Lam Research Corporation - Common StockLRCX · Q1 2026$213.66$306.76+$98M+43.6%$323M
Carpenter Technology Corporation Common StockCRS · Q1 2026$394.15$559.70+$2M+42%$7M
iShares MSCI Taiwan ETFEWT · Q1 2026$70.92$100.16+$2M+41.2%$7M
OPENLANE, Inc.OPLN · Q1 2026$29.15$40.69+$385k+39.6%$1M
SharkNinja, Inc.SN · Q1 2026$105.90$147.82+$104k+39.6%$368k
DigitalOcean Holdings, Inc.DOCN · Q1 2026$85.78$119.48+$3M+39.3%$11M
WisdomTree, Inc.WT · Q1 2026$14.56$20.16+$610k+38.5%$2M
Graham CorporationGHM · Q1 2026$78.92$108.15+$521k+37%$2M
Proto Labs, Inc.PRLB · Q1 2026$57.02$77.43+$767k+35.8%$3M
BEL FUSE INCBELFB · Q1 2026$197.98$266.80+$3M+34.8%$12M
TeraWulf Inc.WULF · Q1 2026$14.43$19.37+$525k+34.2%$2M
Taysha Gene Therapies, Inc.TSHA · Q1 2026$4.47$5.97+$480k+33.6%$2M
Vicor CorporationVICR · Q1 2026$161.00$214.70+$746k+33.4%$3M
Axsome Therapeutics, Inc.AXSM · Q1 2026$169.02$224.71+$118k+32.9%$475k
Natera, Inc.NTRA · Q1 2026$199.99$265.25+$83k+32.6%$337k
CECO Environmental Corp.CECO · Q1 2026$59.58$78.91+$3M+32.4%$11M
MACOM Technology Solutions Holdings IncMTSI · Q1 2026$222.07$293.02+$75k+31.9%$311k
Hyperliquid Strategies Inc Common StockPURR · Q1 2026$5.09$6.68+$99k+31.2%$414k
ASML Holding NVASML · Q1 2026$1,320.85$1,732.94+$7M+31.2%$28M
Applied Optoelectronics, Inc.AAOI · Q1 2026$84.59$110.52+$387k+30.7%$2M
Apple IncAAPL · Q1 2026$253.80$325.89+$292k+28.4%$1M
Sea LimitedSE · Q1 2026$82.81$106.26+$771k+28.3%$3M
Broadcom Inc.AVGO · Q1 2026$309.51$396.81+$235M+28.2%$1B
IES Holdings, Inc.IESC · Q1 2026$476.47$609.58+$2M+27.9%$7M
Eli Lilly and CoLLY · Q1 2026$919.77$1,163.08+$223M+26.5%$1B
Millicom International Cellular S.A.TIGO · Q1 2026$74.94$94.70+$713k+26.4%$3M
Oppenheimer Holdings Inc.OPY · Q1 2026$89.19$112.30+$623k+25.9%$3M
AAR Corp.AIR · Q1 2026$109.46$137.75+$459k+25.8%$2M