Polen Capital Management
Polen Capital ManagementPolen Capital Management13F · 14 May 2026
持仓 40前十集中度 56%本季新建/加仓 11减持/清仓 29
17.3%减持25.8%减持35.8%减持45.8%减持55.6%减持65.3%减持75.3%加仓85.2%减持95.1%减持105.1%减持115.0%减持123.5%加仓133.5%减持143.5%减持153.1%减持163.0%减持172.7%减持182.0%减持191.9%减持201.9%新建仓211.9%减持221.8%减持231.6%新建仓241.4%减持251.2%减持260.8%新建仓270.4%减持280.4%减持290.4%加仓300.3%减持310.3%减持320.1%加仓330.1%加仓340.1%减持350.1%减持360.1%减持370.1%减持380.1%加仓390.1%加仓400.1%新建仓
MSFTMicrosoft Corp.均 70
GOOGAlphabet Inc. CL C均 73
LLYEli Lilly & Co.均 73
AVGOBroadcom Inc.均 68
AMZNAmazon.com Inc.均 69
MAMastercard Inc.均 66
NOWServiceNow Inc.均 68
SHOPShopify Inc.均 56
ORCLOracle Corp.均 59
VVisa Inc.均 63
NVDANVIDIA Corp.均 66
CSGPCoStar Group Inc.均 58
MSCIMSCI Inc.均 62
ZTSZoetis Inc.均 63
SBUXStarbucks Corp.均 51
AONAon Plc均 58
IDXXIDEXX Laboratories均 60
ABNBAirbnb Inc.均 63
ISRGIntuitive Surgical Inc.均 61
METAMeta Platforms Inc.均 71
ACNAccenture均 49
SNPSSynopsys Inc.均 66
LRCXLam Research均 69
UBERUber Technologies Inc.均 63
IWFiShares Russell 1000 Growth ETF
ROLRollins Inc.均 54
MELIMercadolibre Inc.均 66
TSMTaiwan Semiconductor S.A.均 78
SPOTSpotify Technology S.A.均 54
ACWIiShares MSCI ACWI ETF
BSXBoston Scientific均 73
ASMLASML Holding NV均 73
NUNu Holdings Ltd均 59
SAPSAP SE均 63
AGXArgan Inc.均 52
POWLPowell Industries均 52
BEBloom Energy Corp.均 46
BELFBBel Fuse Inc. CL B均 48
CECOCECO Environmental Corp.均 52
DOCNDigitalOcean Holdings Inc.均 46
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。