Polen Capital Management

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
Stand: 30.06.2026 | Vergleich: 31.03.2026 | Portfoliowert: $11.610.787.000
Aktie ↕% Depot ↕Market Value $ ↕Shares ↕Q2 vs. Q1 2026Last TransactionKurs ↕
BWXTBwx Technologies Inc
0,06%$7.196.98936.974
SOLD Q2 · 2026-3,0% · 1 Tsd. Stk.
←$147,52
CCJCameco Corp
0,06%$7.026.48868.968
BUY Q2 · 2026+241,3% · 49 Tsd. Stk.
←$91,62
YOUClear Secure Inc
0,06%$7.343.709131.773
SOLD Q2 · 2026-9,7% · 14 Tsd. Stk.
←$38,10
SEISolaris Energy Infras Inc
0,06%$6.462.86980.324
SOLD Q2 · 2026-4,0% · 3 Tsd. Stk.
←$69,66
SPHRSphere Entertainment Co
0,06%$6.666.67338.529
SOLD Q2 · 2026-20,2% · 10 Tsd. Stk.
←$145,19
VSECVse Corp
0,06%$6.821.41129.853
SOLD Q2 · 2026-29,0% · 12 Tsd. Stk.
←$174,83
AEHRAehr Test Sys
0,05%$6.355.04166.157
SOLD Q2 · 2026-16,7% · 13 Tsd. Stk.
←$93,49
DLODlocal Ltd
0,05%$5.926.851456.087
SOLD Q2 · 2026-0,6% · 3 Tsd. Stk.
←$14,21
IESCIes Holdings Inc
0,05%$5.344.6527.275
SOLD Q2 · 2026-39,1% · 5 Tsd. Stk.
←$322,16
REALThe Realreal Inc
0,05%$5.854.395496.556
BUY Q2 · 2026+123,8% · 275 Tsd. Stk.
←$9,45
TWSTTwist Bioscience Corp
0,05%$5.690.29355.310
BUY Q2 · 2026+130,1% · 31 Tsd. Stk.
←$166,99
VUGVanguard Growth Etf
0,05%$6.305.43673.200
BUY Q2 · 2026+356,6% · 57 Tsd. Stk.
←$88,75
VICRVicor Corp
0,05%$5.667.83714.924
BUY Q2 · 2026+7,4% · 1 Tsd. Stk.
←$222,72
CRSCarpenter Technology Corp
0,04%$4.167.3716.756
SOLD Q2 · 2026-45,7% · 6 Tsd. Stk.
←$408,12
FTKFlotek Inds Inc Del
0,04%$4.598.254195.504
BUY Q2 · 2026+607,3% · 168 Tsd. Stk.
←$31,40
GHGuardant Health Inc
0,04%$5.156.83134.372
SOLD Q2 · 2026-1,0% · 353 Stk.
←$179,38
LPTHLightpath Technologies Inc
0,04%$5.141.683314.476
BUY Q2 · 2026+297,8% · 235 Tsd. Stk.
←$9,90
NFLXNetflix Inc.
0,04%$4.865.15968.139
SOLD Q2 · 2026-18,2% · 15 Tsd. Stk.
←$71,79
PLPlanet Labs Pbc
0,04%$4.943.360149.211
SOLD Q2 · 2026-30,2% · 65 Tsd. Stk.
←$16,42
RXTRackspace Technology Inc
0,04%$4.631.004709.189
NEW Q2 · 2026709 Tsd. Stk.
–$3,80
SAPSap Se
0,04%$4.434.18228.773
SOLD Q2 · 2026-56,8% · 38 Tsd. Stk.
←$209,45
SITMSitime Corp
0,04%$4.141.5865.555
SOLD Q2 · 2026-21,8% · 2 Tsd. Stk.
←$614,27
VPGVishay Precision Group Inc
0,04%$4.908.65332.744
BUY Q2 · 2026+35,0% · 8 Tsd. Stk.
←$62,65
AIRAar Corp
0,03%$3.367.57423.561
BUY Q2 · 2026+45,4% · 7 Tsd. Stk.
←$112,77
APLDApplied Digital Corp
0,03%$3.667.63498.328
NEW Q2 · 202698 Tsd. Stk.
–$28,12
ASTEAstec Inds Inc
0,03%$3.191.67052.160
BUY Q2 · 2026+26,7% · 11 Tsd. Stk.
←$41,40
AZNAstrazeneca Plc
0,03%$3.513.55018.621
SOLD Q2 · 2026-28,5% · 7 Tsd. Stk.
←$166,08
ATROAstronics Corp
0,03%$3.199.93839.379
SOLD Q2 · 2026-7,1% · 3 Tsd. Stk.
←$65,71
AXTIAxt Inc
0,03%$3.799.12152.707
BUY Q2 · 2026+6,8% · 3 Tsd. Stk.
←$70,03
BWBabcock & Wilcox Enterprises
0,03%$3.516.695249.411
SOLD Q2 · 2026-8,1% · 22 Tsd. Stk.
←$7,36
BFLYButterfly Network Inc
0,03%$4.045.827480.502
BUY Q2 · 2026+18,3% · 74 Tsd. Stk.
←$7,88
CPACopa Holdings Sa
0,03%$2.947.74018.948
NEW Q2 · 202619 Tsd. Stk.
←$131,73
EVCEntravision Communications C
0,03%$3.089.685236.939
NEW Q2 · 2026237 Tsd. Stk.
–$7,80
JOBYJoby Aviation Inc
0,03%$2.962.840332.157
BUY Q2 · 2026+12,7% · 37 Tsd. Stk.
←$6,12
LTHLife Time Group Holdings Inc
0,03%$3.132.63276.705
BUY Q2 · 2026+89,5% · 36 Tsd. Stk.
←$40,75
LINDLindblad Expeditions Hldgs I
0,03%$3.245.200114.915
BUY Q2 · 2026+12,5% · 13 Tsd. Stk.
←$27,54
LFUSLittelfuse Inc
0,03%$3.194.5957.016
BUY Q2 · 2026+41,5% · 2 Tsd. Stk.
←$407,88
TIGOMillicom Intl Cellular S A
0,03%$3.049.71833.602
SOLD Q2 · 2026-6,9% · 2 Tsd. Stk.
←$94,26
SPYSpdr S&P 500 Etf Tr
0,03%$3.000.7494.018
BUY Q2 · 2026+6,9% · 261 Stk.
←$761,69
TSHATaysha Gene Therapies Inc
0,03%$3.331.581489.219
BUY Q2 · 2026+53,0% · 169 Tsd. Stk.
←$5,02
TMETencent Music Entmt Group
0,03%$3.399.970407.182
SOLD Q2 · 2026-0,8% · 3 Tsd. Stk.
←$7,76
TSLATesla Inc
0,03%$3.774.4648.974
BUY Q2 · 2026+21,8% · 2 Tsd. Stk.
←$364,27
VECOVeeco Instrs Inc Del
0,03%$3.662.20148.314
BUY Q2 · 2026+301,7% · 36 Tsd. Stk.
←$42,72
WTWWillis Towers Watson Plc Ltd
0,03%$3.354.23612.833
SOLD Q2 · 2026-33,8% · 7 Tsd. Stk.
←$309,98
ADPTAdaptive Biotechnologies Cor
0,02%$2.197.703102.457
SOLD Q2 · 2026-11,7% · 14 Tsd. Stk.
←$28,61
AKTSAktis Oncology Inc
0,02%$2.047.05663.514
NEW Q2 · 202664 Tsd. Stk.
–$21,88
DRTSAlpha Tau Medical Ltd
0,02%$2.777.048220.751
NEW Q2 · 2026221 Tsd. Stk.
–$15,24
AAOIApplied Optoelectronics Inc
0,02%$2.855.34019.272
BUY Q2 · 2026+29,2% · 4 Tsd. Stk.
←$105,17
AZZAzz Inc
0,02%$2.692.28817.364
BUY Q2 · 2026+20,3% · 3 Tsd. Stk.
←–
BLLNBilliontoone Inc
0,02%$2.036.66116.975
NEW Q2 · 202617 Tsd. Stk.
–$110,67
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