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 | |
|---|---|---|---|---|---|---|---|
 BWXTBwx Technologies Inc | 0,06% | $7.196.989 | 36.974 | SOLD Q2 · 2026-3,0% · 1 Tsd. Stk. | ← | $147,52 | |
 CCJCameco Corp | 0,06% | $7.026.488 | 68.968 | BUY Q2 · 2026+241,3% · 49 Tsd. Stk. | ← | $91,62 | |
 YOUClear Secure Inc | 0,06% | $7.343.709 | 131.773 | SOLD Q2 · 2026-9,7% · 14 Tsd. Stk. | ← | $38,10 | |
N/A SEISolaris Energy Infras Inc | 0,06% | $6.462.869 | 80.324 | SOLD Q2 · 2026-4,0% · 3 Tsd. Stk. | ← | $69,66 | |
N/A SPHRSphere Entertainment Co | 0,06% | $6.666.673 | 38.529 | SOLD Q2 · 2026-20,2% · 10 Tsd. Stk. | ← | $145,19 | |
 VSECVse Corp | 0,06% | $6.821.411 | 29.853 | SOLD Q2 · 2026-29,0% · 12 Tsd. Stk. | ← | $174,83 | |
 AEHRAehr Test Sys | 0,05% | $6.355.041 | 66.157 | SOLD Q2 · 2026-16,7% · 13 Tsd. Stk. | ← | $93,49 | |
 DLODlocal Ltd | 0,05% | $5.926.851 | 456.087 | SOLD Q2 · 2026-0,6% · 3 Tsd. Stk. | ← | $14,21 | |
 IESCIes Holdings Inc | 0,05% | $5.344.652 | 7.275 | SOLD Q2 · 2026-39,1% · 5 Tsd. Stk. | ← | $322,16 | |
 REALThe Realreal Inc | 0,05% | $5.854.395 | 496.556 | BUY Q2 · 2026+123,8% · 275 Tsd. Stk. | ← | $9,45 | |
N/A TWSTTwist Bioscience Corp | 0,05% | $5.690.293 | 55.310 | BUY Q2 · 2026+130,1% · 31 Tsd. Stk. | ← | $166,99 | |
 VUGVanguard Growth Etf | 0,05% | $6.305.436 | 73.200 | BUY Q2 · 2026+356,6% · 57 Tsd. Stk. | ← | $88,75 | |
 VICRVicor Corp | 0,05% | $5.667.837 | 14.924 | BUY Q2 · 2026+7,4% · 1 Tsd. Stk. | ← | $222,72 | |
 CRSCarpenter Technology Corp | 0,04% | $4.167.371 | 6.756 | SOLD Q2 · 2026-45,7% · 6 Tsd. Stk. | ← | $408,12 | |
 FTKFlotek Inds Inc Del | 0,04% | $4.598.254 | 195.504 | BUY Q2 · 2026+607,3% · 168 Tsd. Stk. | ← | $31,40 | |
 GHGuardant Health Inc | 0,04% | $5.156.831 | 34.372 | SOLD Q2 · 2026-1,0% · 353 Stk. | ← | $179,38 | |
 LPTHLightpath Technologies Inc | 0,04% | $5.141.683 | 314.476 | BUY Q2 · 2026+297,8% · 235 Tsd. Stk. | ← | $9,90 | |
 NFLXNetflix Inc. | 0,04% | $4.865.159 | 68.139 | SOLD Q2 · 2026-18,2% · 15 Tsd. Stk. | ← | $71,79 | |
 PLPlanet Labs Pbc | 0,04% | $4.943.360 | 149.211 | SOLD Q2 · 2026-30,2% · 65 Tsd. Stk. | ← | $16,42 | |
 RXTRackspace Technology Inc | 0,04% | $4.631.004 | 709.189 | NEW Q2 · 2026709 Tsd. Stk. | – | $3,80 | |
 SAPSap Se | 0,04% | $4.434.182 | 28.773 | SOLD Q2 · 2026-56,8% · 38 Tsd. Stk. | ← | $209,45 | |
 SITMSitime Corp | 0,04% | $4.141.586 | 5.555 | SOLD Q2 · 2026-21,8% · 2 Tsd. Stk. | ← | $614,27 | |
N/A VPGVishay Precision Group Inc | 0,04% | $4.908.653 | 32.744 | BUY Q2 · 2026+35,0% · 8 Tsd. Stk. | ← | $62,65 | |
 AIRAar Corp | 0,03% | $3.367.574 | 23.561 | BUY Q2 · 2026+45,4% · 7 Tsd. Stk. | ← | $112,77 | |
 APLDApplied Digital Corp | 0,03% | $3.667.634 | 98.328 | NEW Q2 · 202698 Tsd. Stk. | – | $28,12 | |
 ASTEAstec Inds Inc | 0,03% | $3.191.670 | 52.160 | BUY Q2 · 2026+26,7% · 11 Tsd. Stk. | ← | $41,40 | |
 AZNAstrazeneca Plc | 0,03% | $3.513.550 | 18.621 | SOLD Q2 · 2026-28,5% · 7 Tsd. Stk. | ← | $166,08 | |
N/A ATROAstronics Corp | 0,03% | $3.199.938 | 39.379 | SOLD Q2 · 2026-7,1% · 3 Tsd. Stk. | ← | $65,71 | |
 AXTIAxt Inc | 0,03% | $3.799.121 | 52.707 | BUY Q2 · 2026+6,8% · 3 Tsd. Stk. | ← | $70,03 | |
 BWBabcock & Wilcox Enterprises | 0,03% | $3.516.695 | 249.411 | SOLD Q2 · 2026-8,1% · 22 Tsd. Stk. | ← | $7,36 | |
 BFLYButterfly Network Inc | 0,03% | $4.045.827 | 480.502 | BUY Q2 · 2026+18,3% · 74 Tsd. Stk. | ← | $7,88 | |
 CPACopa Holdings Sa | 0,03% | $2.947.740 | 18.948 | NEW Q2 · 202619 Tsd. Stk. | ← | $131,73 | |
N/A EVCEntravision Communications C | 0,03% | $3.089.685 | 236.939 | NEW Q2 · 2026237 Tsd. Stk. | – | $7,80 | |
 JOBYJoby Aviation Inc | 0,03% | $2.962.840 | 332.157 | BUY Q2 · 2026+12,7% · 37 Tsd. Stk. | ← | $6,12 | |
 LTHLife Time Group Holdings Inc | 0,03% | $3.132.632 | 76.705 | BUY Q2 · 2026+89,5% · 36 Tsd. Stk. | ← | $40,75 | |
 LINDLindblad Expeditions Hldgs I | 0,03% | $3.245.200 | 114.915 | BUY Q2 · 2026+12,5% · 13 Tsd. Stk. | ← | $27,54 | |
 LFUSLittelfuse Inc | 0,03% | $3.194.595 | 7.016 | BUY Q2 · 2026+41,5% · 2 Tsd. Stk. | ← | $407,88 | |
N/A TIGOMillicom Intl Cellular S A | 0,03% | $3.049.718 | 33.602 | SOLD Q2 · 2026-6,9% · 2 Tsd. Stk. | ← | $94,26 | |
 SPYSpdr S&P 500 Etf Tr | 0,03% | $3.000.749 | 4.018 | BUY Q2 · 2026+6,9% · 261 Stk. | ← | $761,69 | |
 TSHATaysha Gene Therapies Inc | 0,03% | $3.331.581 | 489.219 | BUY Q2 · 2026+53,0% · 169 Tsd. Stk. | ← | $5,02 | |
 TMETencent Music Entmt Group | 0,03% | $3.399.970 | 407.182 | SOLD Q2 · 2026-0,8% · 3 Tsd. Stk. | ← | $7,76 | |
 TSLATesla Inc | 0,03% | $3.774.464 | 8.974 | BUY Q2 · 2026+21,8% · 2 Tsd. Stk. | ← | $364,27 | |
 VECOVeeco Instrs Inc Del | 0,03% | $3.662.201 | 48.314 | BUY Q2 · 2026+301,7% · 36 Tsd. Stk. | ← | $42,72 | |
N/A WTWWillis Towers Watson Plc Ltd | 0,03% | $3.354.236 | 12.833 | SOLD Q2 · 2026-33,8% · 7 Tsd. Stk. | ← | $309,98 | |
 ADPTAdaptive Biotechnologies Cor | 0,02% | $2.197.703 | 102.457 | SOLD Q2 · 2026-11,7% · 14 Tsd. Stk. | ← | $28,61 | |
 AKTSAktis Oncology Inc | 0,02% | $2.047.056 | 63.514 | NEW Q2 · 202664 Tsd. Stk. | – | $21,88 | |
N/A DRTSAlpha Tau Medical Ltd | 0,02% | $2.777.048 | 220.751 | NEW Q2 · 2026221 Tsd. Stk. | – | $15,24 | |
 AAOIApplied Optoelectronics Inc | 0,02% | $2.855.340 | 19.272 | BUY Q2 · 2026+29,2% · 4 Tsd. Stk. | ← | $105,17 | |
 AZZAzz Inc | 0,02% | $2.692.288 | 17.364 | BUY Q2 · 2026+20,3% · 3 Tsd. Stk. | ← | – | |
N/A BLLNBilliontoone Inc | 0,02% | $2.036.661 | 16.975 | NEW Q2 · 202617 Tsd. Stk. | – | $110,67 |
