Polen Capital Management Holdings – 2026 Q1
Explore the latest portfolio disclosure for Polen Capital Management, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Polen Capital Management maintains its largest exposure in Technology, which represents approximately 48.60% of the portfolio. This sector forms the core of Polen Capital Management's investment stance during this reporting period.
Additional major allocations include Financial Services (about 17.14%) and Healthcare (approximately 14.24%) , reflecting how Polen Capital Management diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Polen Capital Management's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| GHM | 17,813 | $78.93 | Increased | 186.52% | 0.01% | $1.41M | 2026 Q1 |
| ESTA | 24,324 | $56.78 | Increased | 39.19% | 0.01% | $1.38M | 2026 Q1 |
| NXE | 117,610 | $11.6 | Buy | 100.00% | 0.01% | $1.36M | 2026 Q1 |
| OUT | 51,411 | $26.49 | Buy | 100.00% | 0.01% | $1.36M | 2026 Q1 |
| CAKE | 24,822 | $54.75 | Buy | 100.00% | 0.01% | $1.36M | 2026 Q1 |
| NUVL | 12,744 | $102.48 | Increased | 100.41% | 0.01% | $1.31M | 2026 Q1 |
| AAOI | 14,913 | $84.56 | Buy | 100.00% | 0.01% | $1.26M | 2026 Q1 |
| ESQ | 11,713 | $107.49 | Increased | 0.03% | 0.01% | $1.26M | 2026 Q1 |
| DNLI | 65,301 | $19.2 | Increased | 142.75% | 0.01% | $1.25M | 2026 Q1 |
| CRCL | 13,098 | $95.43 | Buy | 100.00% | 0.01% | $1.25M | 2026 Q1 |
| IONQ | 42,109 | $28.83 | Buy | 100.00% | 0.01% | $1.21M | 2026 Q1 |
| IE | 97,186 | $11.82 | Reduced | -38.44% | 0.01% | $1.15M | 2026 Q1 |
| TWST | 24,037 | $47.51 | Buy | 100.00% | 0.01% | $1.14M | 2026 Q1 |
| SGOV | 11,267 | $100.65 | Increased | 126.61% | 0.01% | $1.13M | 2026 Q1 |
| LTH | 40,481 | $26.95 | Increased | 321.28% | 0.01% | $1.09M | 2026 Q1 |
| SION | 26,775 | $40.07 | Reduced | -14.34% | 0.01% | $1.07M | 2026 Q1 |
| VPG | 24,263 | $43.4 | Buy | 100.00% | 0.01% | $1.05M | 2026 Q1 |
| STRL | 2,553 | $407.36 | Increased | 30.79% | 0.01% | $1.04M | 2026 Q1 |
| CPF | 32,323 | $31.96 | Increased | 45.93% | 0.01% | $1.03M | 2026 Q1 |
| AAPL | 4,052 | $253.7 | Reduced | -47.54% | 0.01% | $1.03M | 2026 Q1 |
| FN | 1,930 | $521.76 | Buy | 100.00% | 0.01% | $1.01M | 2026 Q1 |
| XMTR | 24,564 | $40.83 | Increased | 10.05% | 0.01% | $1M | 2026 Q1 |
| MAMA | 65,408 | $15.33 | Increased | 98.27% | 0.01% | $1M | 2026 Q1 |
| FLR | 21,011 | $46.64 | Buy | 100.00% | 0.01% | $979.95K | 2026 Q1 |
| CALY | 70,431 | $13.89 | Buy | 100.00% | 0.01% | $978.29K | 2026 Q1 |