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 | |
|---|---|---|---|---|---|---|---|
N/A ZGNErmenegildo Zegna N V | 0,01% | $1.448.774 | 111.273 | NEW Q2 · 2026111 Tsd. Stk. | ← | $12,29 | |
 EROEro Copper Corp | 0,01% | $1.674.898 | 62.613 | SOLD Q2 · 2026-10,8% · 8 Tsd. Stk. | ← | $34,17 | |
 ETONEton Pharmaceuticals Inc | 0,01% | $1.642.720 | 45.379 | BUY Q2 · 2026+50,6% · 15 Tsd. Stk. | ← | – | |
N/A FNFabrinet | 0,01% | $1.173.061 | 2.087 | BUY Q2 · 2026+8,1% · 157 Stk. | ← | $388,55 | |
 GKOSGlaukos Corp | 0,01% | $673.364 | 4.818 | NEW Q2 · 20265 Tsd. Stk. | – | – | |
N/A CATHGlobal X Fds | 0,01% | $1.050.141 | 11.866 | SOLD Q2 · 2026-37,1% · 7 Tsd. Stk. | ← | – | |
N/A GRBKGreen Brick Partners Inc | 0,01% | $1.219.970 | 15.242 | BUY Q2 · 2026+15,6% · 2 Tsd. Stk. | ← | $66,21 | |
 IBNIcici Bank Limited | 0,01% | $1.106.754 | 38.124 | SOLD Q2 · 2026-67,7% · 80 Tsd. Stk. | ← | $28,15 | |
 KODKodiak Sciences Inc | 0,01% | $1.381.872 | 35.469 | SOLD Q2 · 2026-14,2% · 6 Tsd. Stk. | ← | – | |
 MTSIMacom Tech Solutions Hldgs I | 0,01% | $778.998 | 2.048 | BUY Q2 · 2026+92,7% · 985 Stk. | ← | – | |
 MITKMitek Sys Inc | 0,01% | $714.696 | 35.504 | BUY Q2 · 2026+34,3% · 9 Tsd. Stk. | ← | – | |
N/A NESRNational Energy Services Reu | 0,01% | $1.144.882 | 38.252 | NEW Q2 · 202638 Tsd. Stk. | – | $32,58 | |
N/A NXENexgen Energy Ltd | 0,01% | $588.089 | 62.639 | SOLD Q2 · 2026-46,7% · 55 Tsd. Stk. | ← | – | |
N/A OPLNOpenlane Inc | 0,01% | $1.277.203 | 30.970 | SOLD Q2 · 2026-7,2% · 2 Tsd. Stk. | ← | – | |
 OSCROscar Health Inc | 0,01% | $1.103.753 | 38.701 | NEW Q2 · 202639 Tsd. Stk. | ← | – | |
N/A PRSUPursuit Attractions And Hosp | 0,01% | $1.119.120 | 19.995 | NEW Q2 · 202620 Tsd. Stk. | – | – | |
N/A RHLDResolute Hldgs Mgmt Inc | 0,01% | $1.656.892 | 11.464 | SOLD Q2 · 2026-16,1% · 2 Tsd. Stk. | ← | – | |
 RNGRingcentral Inc | 0,01% | $1.564.384 | 40.133 | NEW Q2 · 202640 Tsd. Stk. | – | $71,86 | |
N/A RXORxo Inc | 0,01% | $1.031.866 | 37.400 | NEW Q2 · 202637 Tsd. Stk. | – | $20,26 | |
N/A SNSharkninja Inc | 0,01% | $631.311 | 4.146 | BUY Q2 · 2026+66,4% · 2 Tsd. Stk. | ← | $165,75 | |
 SOFISofi Technologies Inc | 0,01% | $1.176.405 | 65.611 | SOLD Q2 · 2026-36,5% · 38 Tsd. Stk. | ← | $16,96 | |
 SPCXSpace Exploration Techn Corp | 0,01% | $1.145.616 | 6.705 | NEW Q2 · 20267 Tsd. Stk. | – | $152,71 | |
 FTITechnipfmc Plc | 0,01% | $1.469.473 | 22.164 | SOLD Q2 · 2026-35,4% · 12 Tsd. Stk. | ← | $72,02 | |
 TWLOTwilio Inc | 0,01% | $1.149.671 | 5.572 | BUY Q2 · 2026+105,8% · 3 Tsd. Stk. | ← | $243,84 | |
 UALUnited Contl Hldgs Inc | 0,01% | $717.619 | 5.277 | NEW Q2 · 20265 Tsd. Stk. | – | $108,71 | |
N/A URGNUrogen Pharma Ltd | 0,01% | $1.089.832 | 29.615 | NEW Q2 · 202630 Tsd. Stk. | – | – | |
 VOOVanguard Index Fds | 0,01% | $1.042.578 | 1.518 | NEW Q2 · 20262 Tsd. Stk. | – | $701,78 | |
VTVanguard Intl Equity Index F | 0,01% | $1.211.530 | 7.719 | BUY Q2 · 2026+17,0% · 1 Tsd. Stk. | ← | $158,55 | |
N/A VELOVelo3D Inc | 0,01% | $1.306.106 | 74.422 | BUY Q2 · 2026+21,1% · 13 Tsd. Stk. | ← | – | |
N/A WYFIWhitefiber Inc | 0,01% | $1.021.017 | 26.281 | NEW Q2 · 202626 Tsd. Stk. | – | – | |
 WSCWillscot Hldgs Corp | 0,01% | $987.849 | 34.229 | NEW Q2 · 202634 Tsd. Stk. | ← | $18,17 | |
 XPOXpo Inc | 0,01% | $697.165 | 3.396 | NEW Q2 · 20263 Tsd. Stk. | – | $174,25 | |
 ABTAbbott Laboratories | 0,00% | $286.379 | 3.156 | SOLD Q2 · 2026-79,1% · 12 Tsd. Stk. | ← | $102,61 | |
 AEISAdvanced Energy Inds | 0,00% | $560.424 | 1.503 | NEW Q2 · 20262 Tsd. Stk. | – | $262,20 | |
 AMDAdvanced Micro Devices Inc | 0,00% | $242.239 | 417 | NEW Q2 · 2026417 Stk. | – | $559,82 | |
N/A ALHAlliance Laundry Hldgs Inc | 0,00% | $329.962 | 12.442 | NEW Q2 · 202612 Tsd. Stk. | – | – | |
 ARWRArrowhead Pharmaceuticals In | 0,00% | $538.944 | 6.612 | NEW Q2 · 20267 Tsd. Stk. | – | $66,48 | |
 AURAurora Innovation Inc | 0,00% | $221.786 | 32.520 | NEW Q2 · 202633 Tsd. Stk. | ← | $6,31 | |
N/A BLZEBackblaze Inc | 0,00% | $210.430 | 13.268 | NEW Q2 · 202613 Tsd. Stk. | – | – | |
 BSXBoston Scientific Corp | 0,00% | $202.733 | 4.750 | SOLD Q2 · 2026-99,2% · 575 Tsd. Stk. | ← | $43,34 | |
 BBIOBridgebio Pharma Inc | 0,00% | $298.069 | 4.002 | SOLD Q2 · 2026-91,3% · 42 Tsd. Stk. | ← | $66,61 | |
 DSGXDescartes Sys Group Inc | 0,00% | $483.759 | 6.987 | NEW Q2 · 20267 Tsd. Stk. | – | – | |
N/A EIKNEikon Therapeutics Inc | 0,00% | $466.433 | 35.742 | NEW Q2 · 202636 Tsd. Stk. | – | – | |
 ETSYEtsy Inc | 0,00% | $223.579 | 2.968 | NEW Q2 · 20263 Tsd. Stk. | ← | $72,60 | |
N/A PEverpure Inc | 0,00% | $301.608 | 3.828 | NEW Q2 · 20264 Tsd. Stk. | ← | $104,14 | |
N/A N/AFidelity Covington Trust | 0,00% | $254.099 | 8.672 | NEW Q2 · 20269 Tsd. Stk. | – | – | |
 FORMFormfactor Inc | 0,00% | $574.309 | 3.591 | NEW Q2 · 20264 Tsd. Stk. | – | $118,38 | |
 BENFranklin Resources Inc | 0,00% | $457.795 | 13.760 | NEW Q2 · 202614 Tsd. Stk. | – | – | |
 FTAIFtai Aviation Ltd | 0,00% | $379.824 | 1.404 | SOLD Q2 · 2026-20,3% · 358 Stk. | ← | $190,74 | |
N/A ITRGIntegra Res Corp | 0,00% | $535.439 | 241.160 | NEW Q2 · 2026241 Tsd. Stk. | – | – |
