Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Polen Capital Management
Polen Capital Management: Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 218 Positionen mit einem Gesamtwert von $11,6 Mrd. Wertentwicklung: 1 Jahr +7,28 %, 3 Jahre +66,85 %, 5 Jahre +54,45 %.
Polen Capital Management
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $11,6 Mrd.
Größte Position Eli Lilly &Amp; Co
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +7,28 %
Gesamtrendite · 3 Jahre +66,85 %
Gesamtrendite · 5 Jahre +54,45 %
218 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 LLYEli Lilly & Co | 6,89% | $799.914.391 | 666.912 | SOLD Q2 · 2026-27,1% · 248 Tsd. Stk. | ← | $1.152,93 | |
 NVDANvidia Corporation | 6,86% | $796.047.269 | 3.978.446 | SOLD Q2 · 2026-3,1% · 126 Tsd. Stk. | ← | $222,27 | |
 MSFTMicrosoft Corp | 6,74% | $782.824.321 | 2.098.613 | SOLD Q2 · 2026-26,3% · 747 Tsd. Stk. | ← | $493,78 | |
 GOOGAlphabet Inc | 6,59% | $765.036.342 | 2.165.218 | SOLD Q2 · 2026-26,5% · 781 Tsd. Stk. | ← | $344,41 | |
 AVGOBroadcom Inc | 6,38% | $740.468.936 | 1.960.209 | SOLD Q2 · 2026-27,3% · 737 Tsd. Stk. | ← | $357,61 | |
 AMZNAmazon Com Inc | 5,77% | $669.724.194 | 2.809.953 | SOLD Q2 · 2026-27,9% · 1,1 Mio. Stk. | ← | $253,71 | |
 VVisa Inc | 5,34% | $619.489.263 | 1.805.617 | SOLD Q2 · 2026-26,2% · 640 Tsd. Stk. | ← | $368,29 | |
 MAMastercard Incorporated | 5,05% | $586.509.275 | 1.141.958 | SOLD Q2 · 2026-25,9% · 399 Tsd. Stk. | ← | $565,24 | |
 NOWServicenow Inc | 4,59% | $533.150.641 | 5.370.172 | SOLD Q2 · 2026-26,1% · 1,9 Mio. Stk. | ← | $135,47 | |
 ORCLOracle Corp | 4,51% | $523.807.723 | 3.574.259 | SOLD Q2 · 2026-28,9% · 1,4 Mio. Stk. | ← | $147,61 | |
 SHOPShopify Inc | 4,50% | $522.661.619 | 4.577.524 | SOLD Q2 · 2026-27,4% · 1,7 Mio. Stk. | ← | $128,50 | |
 MSCIMsci Inc | 3,24% | $376.233.195 | 671.797 | SOLD Q2 · 2026-27,7% · 258 Tsd. Stk. | ← | $552,87 | |
 LRCXLam Research Corp | 3,21% | $372.246.307 | 859.036 | SOLD Q2 · 2026-18,5% · 195 Tsd. Stk. | ← | $288,11 | |
 SBUXStarbucks Corp | 3,13% | $362.853.519 | 3.550.773 | SOLD Q2 · 2026-29,8% · 1,5 Mio. Stk. | ← | $95,83 | |
N/A IDXXIdexx Labs Inc | 2,41% | $280.268.269 | 532.384 | SOLD Q2 · 2026-23,5% · 163 Tsd. Stk. | ← | $511,65 | |
 GEGe Aerospace | 2,22% | $258.058.054 | 690.493 | NEW Q2 · 2026690 Tsd. Stk. | – | $314,27 | |
 CSGPCostar Group Inc | 2,14% | $248.063.762 | 8.759.314 | SOLD Q2 · 2026-30,3% · 3,8 Mio. Stk. | ← | $29,09 | |
 TSMTaiwan Semiconductor Mfg Ltd | 2,06% | $239.363.015 | 501.210 | BUY Q2 · 2026+186,9% · 327 Tsd. Stk. | ← | $434,67 | |
 ABNBAirbnb Inc | 2,03% | $236.098.385 | 1.649.884 | SOLD Q2 · 2026-27,4% · 624 Tsd. Stk. | ← | $166,22 | |
 GEVGe Vernova Inc | 1,99% | $230.991.228 | 196.612 | NEW Q2 · 2026197 Tsd. Stk. | – | $940,33 | |
 METAMeta Platforms Inc | 1,60% | $185.645.377 | 329.573 | SOLD Q2 · 2026-30,9% · 147 Tsd. Stk. | ← | $665,75 | |
 ISRGIntuitive Surgical Inc | 1,53% | $178.138.555 | 447.944 | SOLD Q2 · 2026-26,2% · 159 Tsd. Stk. | ← | $393,33 | |
 ATIAti Inc | 1,39% | $161.471.378 | 819.236 | NEW Q2 · 2026819 Tsd. Stk. | – | $191,63 | |
 HWMHowmet Aerospace Inc | 1,06% | $122.902.480 | 457.124 | NEW Q2 · 2026457 Tsd. Stk. | – | $229,67 | |
 EMEEmcor Group Inc | 0,74% | $85.580.055 | 103.123 | NEW Q2 · 2026103 Tsd. Stk. | – | $750,09 | |
 IWFIshares Russell 1000 Growth Etf | 0,66% | $76.195.524 | 613.639 | BUY Q2 · 2026+50,8% · 207 Tsd. Stk. | ← | $123,25 | |
 ROLRollins Inc | 0,57% | $66.404.276 | 1.590.903 | SOLD Q2 · 2026-26,9% · 587 Tsd. Stk. | ← | $32,43 | |
 AONAon Plc | 0,47% | $54.408.954 | 164.035 | SOLD Q2 · 2026-87,9% · 1,2 Mio. Stk. | ← | $295,64 | |
 MELIMercadolibre Inc | 0,38% | $44.005.802 | 25.926 | SOLD Q2 · 2026-24,7% · 9 Tsd. Stk. | ← | $1.787,39 | |
 UBERUber Technologies Inc | 0,35% | $41.135.737 | 570.063 | SOLD Q2 · 2026-80,5% · 2,3 Mio. Stk. | ← | $70,50 | |
 SPOTSpotify Technology S A | 0,32% | $37.455.057 | 81.578 | SOLD Q2 · 2026-24,1% · 26 Tsd. Stk. | ← | $509,45 | |
 ASMLAsml Hldg Nv | 0,26% | $30.691.889 | 15.427 | SOLD Q2 · 2026-4,0% · 645 Stk. | ← | $1.679,92 | |
 ZTSZoetis Inc | 0,20% | $23.025.346 | 320.420 | SOLD Q2 · 2026-92,4% · 3,9 Mio. Stk. | ← | $71,40 | |
 ACNAccenture Plc Ireland | 0,16% | $19.014.387 | 152.800 | SOLD Q2 · 2026-88,7% · 1,2 Mio. Stk. | ← | $181,29 | |
ACWIIshares Tr | 0,16% | $18.921.215 | 120.540 | SOLD Q2 · 2026-60,7% · 186 Tsd. Stk. | ← | $159,29 | |
 SNPSSynopsys Inc | 0,16% | $18.408.166 | 41.267 | SOLD Q2 · 2026-93,9% · 630 Tsd. Stk. | ← | $384,97 | |
 DOCNDigitalocean Hldgs Inc | 0,14% | $15.914.991 | 101.350 | BUY Q2 · 2026+5,3% · 5 Tsd. Stk. | ← | $130,14 | |
 WULFTerawulf Inc | 0,12% | $13.909.533 | 563.139 | BUY Q2 · 2026+429,4% · 457 Tsd. Stk. | ← | $17,01 | |
 BEBloom Energy Corp | 0,11% | $12.361.663 | 40.838 | SOLD Q2 · 2026-39,3% · 26 Tsd. Stk. | ← | $265,63 | |
N/A CECOCeco Environmental Corp | 0,11% | $12.520.033 | 137.977 | SOLD Q2 · 2026-3,7% · 5 Tsd. Stk. | ← | $69,48 | |
 GOOGLAlphabet Inc | 0,09% | $9.938.557 | 27.810 | SOLD Q2 · 2026-1,4% · 385 Stk. | ← | $349,54 | |
 BELFBBel Fuse Inc | 0,09% | $10.938.699 | 32.845 | SOLD Q2 · 2026-24,2% · 10 Tsd. Stk. | ← | $241,97 | |
 NUNu Hldgs Ltd | 0,09% | $10.056.694 | 752.747 | SOLD Q2 · 2026-38,2% · 464 Tsd. Stk. | ← | $13,65 | |
 LASRNlight Inc | 0,08% | $9.290.650 | 133.448 | BUY Q2 · 2026+48,6% · 44 Tsd. Stk. | ← | $39,84 | |
N/A AGXArgan Inc | 0,07% | $8.156.390 | 10.214 | SOLD Q2 · 2026-43,2% · 8 Tsd. Stk. | ← | $389,85 | |
 FROGJfrog Ltd | 0,07% | $8.462.473 | 93.117 | BUY Q2 · 2026+360,1% · 73 Tsd. Stk. | ← | $92,81 | |
 MODModine Mfg Co | 0,07% | $7.833.032 | 29.335 | BUY Q2 · 2026+1,0% · 293 Stk. | ← | $188,72 | |
 POWLPowell Inds Inc | 0,07% | $8.356.271 | 29.181 | BUY Q2 · 2026+66,9% · 12 Tsd. Stk. | ← | $183,96 | |
 AMPXAmprius Technologies Inc | 0,06% | $6.453.188 | 465.598 | BUY Q2 · 2026+10,3% · 43 Tsd. Stk. | ← | $9,50 | |
 BKDBrookdale Sr Living Inc | 0,06% | $7.257.909 | 451.082 | BUY Q2 · 2026+7,3% · 31 Tsd. Stk. | ← | $11,45 |
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