Superworth
Polen Capital
Concentrated quality growth
Concentrated quality growth: high returns on capital and steady earnings growth.
- US stock portfolio
- $11.6B
- Positions
- 219
- Quarter
- Q2 2026
- 13F filed with the SEC
- In its top 10
- 59%
- Active share
- 60%
- different from S&P 500 Growth
- Turnover a year
- 6%
- Median holding
- 3.0 yrs
How the picks did
Trailed its closest index (mostly the Russell 1000 Growth) by 8.5 pts a year over 5 years (18 quarters).
How this is measured
Each 13F report is held from the week it was filed to the week of the next, priced weekly without dividends, and compared with the price of an ETF tracking the index it was closest to that quarter. No shorts, cash, bonds or options. Small and delisted companies we do not price are left out, and a quarter counts only when 70% or more of the portfolio is priced. Past results say nothing about future ones.
13F shows US long stock positions only, filed up to 45 days after the quarter.
Largest holdings
Each tile's size is its share of the portfolio at the end of Q2 2026. Green was bought or added to that quarter, red trimmed.
What changed in Q2 2026
Bought
- GEGE Aerospace
- GEVGE Vernova
- ATIATI
- TSMTaiwan Semiconductor Manufacturing
- HWMHowmet Aerospace
- EMEEMCOR
Its bets against S&P 500 Growth
Holds much more than the index
Funds it runs
- Net assets
- $4.5B
- Stocks
- 403
- Active share
- 14%
NVDA 10%, GOOG 8%, AAPL 4%
- Net assets
- $2B
- Stocks
- 772
- Active share
- 64%
SNDK 1%, CASY 1%, LITE 1%
- Net assets
- $1.6B
- Stocks
- 27
- Active share
- 59%
MSFT 8%, NVDA 7%, AVGO 7%
- Net assets
- $652.8M
- Stocks
- 101
- Active share
- 42%
NVDA 11%, GOOG 7%, AAPL 6%
- Net assets
- $316.5M
- Stocks
- 233
- Active share
- 86%
STRL 2%, RBC 2%, BE 2%
- Net assets
- $111.3M
- Stocks
- 35
- Active share
- 64%
GOOG 7%, NVDA 6%, MSFT 6%
- Net assets
- $96.6M
- Stocks
- 64
- Active share
- 84%
TSM 5%, ASML 3%, Tokyo Electron Ltd 3%
- Net assets
- $82.9M
- Stocks
- 26
- Active share
- 59%
MSFT 9%, NVDA 7%, LLY 7%
- Net assets
- $62.3M
- Stocks
- 92
- Active share
- 85%
DOCN 3%, BKD 3%, BELFA 3%
- Net assets
- $27.9M
- Stocks
- 28
- Active share
- 87%
ASML 8%, MELI 6%, Tokyo Electron Ltd 6%
- Net assets
- $24M
- Stocks
- 29
- Active share
- 87%
MELI 6%, SPOT 6%, Schneider Electric SE 6%
- Net assets
- $5.7M
- Stocks
- 33
- Active share
- 63%
NVDA 7%, GOOG 7%, TSM 6%
By sector
Every position, Q2 2026
| Company | Share of portfolio | Value | Change |
|---|---|---|---|
| LLYEli Lilly and | 6.89% | $799.9M | trimmed |
| NVDANVIDIA | 6.86% | $796M | trimmed |
| MSFTMicrosoft | 6.74% | $782.8M | trimmed |
| GOOGAlphabet | 6.59% | $765M | trimmed |
| AVGOBroadcom | 6.38% | $740.5M | trimmed |
| AMZNAmazon.com | 5.77% | $669.7M | trimmed |
| VVisa | 5.34% | $619.5M | trimmed |
| MAMastercard | 5.05% | $586.5M | trimmed |
| NOWServiceNow | 4.59% | $533.2M | trimmed |
| ORCLOracle | 4.51% | $523.8M | trimmed |
| SHOPShopify | 4.50% | $522.7M | trimmed |
| MSCIMSCI | 3.24% | $376.2M | trimmed |
| LRCXLam Research | 3.21% | $372.2M | trimmed |
| SBUXStarbucks | 3.13% | $362.9M | trimmed |
| IDXXIDEXX Laboratories | 2.41% | $280.3M | trimmed |
| GEGE Aerospace | 2.22% | $258.1M | new |
| CSGPCostar | 2.14% | $248.1M | trimmed |
| TSMTaiwan Semiconductor Manufacturing | 2.06% | $239.4M | added |
| ABNBAirbnb | 2.03% | $236.1M | trimmed |
| GEVGE Vernova | 1.99% | $231M | new |
| METAMeta Platforms | 1.60% | $185.6M | trimmed |
| ISRGIntuitive Surgical | 1.53% | $178.1M | trimmed |
| ATIATI | 1.39% | $161.5M | new |
| HWMHowmet Aerospace | 1.06% | $122.9M | new |
| EMEEMCOR | 0.74% | $85.6M | new |
| Ishares TR | 0.66% | $76.2M | added |
| ROLRollins | 0.57% | $66.4M | trimmed |
| AONAon | 0.47% | $54.4M | trimmed |
| MELIMercadoLibre | 0.38% | $44M | trimmed |
| UBERUber Technologies | 0.35% | $41.1M | trimmed |
| SPOTSpotify Technology | 0.32% | $37.5M | trimmed |
| ASMLASML | 0.26% | $30.7M | trimmed |
| ZTSZoetis | 0.20% | $23M | trimmed |
| ACNAccenture | 0.16% | $19M | trimmed |
| Ishares TR | 0.16% | $18.9M | trimmed |
| SNPSSynopsys | 0.16% | $18.4M | trimmed |
| DOCNDigitalOcean | 0.14% | $15.9M | added |
| WULFTerawulf | 0.12% | $13.9M | added |
| CECOCeco Environmental | 0.11% | $12.5M | trimmed |
| BEBloom Energy | 0.11% | $12.4M | trimmed |
| BELFABEL Fuse | 0.09% | $10.9M | trimmed |
| NUNu | 0.09% | $10.1M | trimmed |
| GOOGLAlphabet | 0.09% | $9.9M | trimmed |
| LASRNlight | 0.08% | $9.3M | added |
| FROGJFrog | 0.07% | $8.5M | added |
| POWLPowell Industries | 0.07% | $8.4M | added |
| AGXArgan | 0.07% | $8.2M | trimmed |
| MODModine Manufacturing | 0.07% | $7.8M | added |
| YOUClear Secure | 0.06% | $7.3M | trimmed |
| BKDBrookdale Senior Living | 0.06% | $7.3M | added |
| BWXTBWX Technologies | 0.06% | $7.2M | trimmed |
| CCJCameco | 0.06% | $7M | added |
| VSECVSE | 0.06% | $6.8M | trimmed |
| SPHRSphere Entertainment | 0.06% | $6.7M | trimmed |
| SEISolaris Energy Infrastructure | 0.06% | $6.5M | trimmed |
| AMPXAmprius Technologies | 0.06% | $6.5M | added |
| AEHRAehr Test Systems | 0.05% | $6.4M | trimmed |
| Vanguard Index FDS | 0.05% | $6.3M | added |
| DLODlocal | 0.05% | $5.9M | trimmed |
| Realreal | 0.05% | $5.9M | added |
| TWSTTwist Bioscience | 0.05% | $5.7M | added |
| VICRVicor | 0.05% | $5.7M | added |
| IESCIES | 0.05% | $5.3M | trimmed |
| GHGuardant Health | 0.04% | $5.2M | trimmed |
| LPTHLightpath Technologies | 0.04% | $5.1M | added |
| PLPlanet Labs PBC | 0.04% | $4.9M | trimmed |
| VPGVishay Precision | 0.04% | $4.9M | added |
| NFLXNetflix | 0.04% | $4.9M | trimmed |
| RXTRackspace Technology | 0.04% | $4.6M | new |
| FTKFlotek Industries | 0.04% | $4.6M | added |
| SAPSAP | 0.04% | $4.4M | trimmed |
| CRSCarpenter Technology | 0.04% | $4.2M | trimmed |
| SITMSiTime | 0.04% | $4.1M | trimmed |
| BFLYButterfly Network | 0.03% | $4M | added |
| AXTIAXT | 0.03% | $3.8M | added |
| TSLATesla | 0.03% | $3.8M | added |
| APLDApplied Digital | 0.03% | $3.7M | new |
| VECOVeeco Instruments | 0.03% | $3.7M | added |
| BWBabcock & Wilcox Enterprises | 0.03% | $3.5M | trimmed |
| AZNAstraZeneca | 0.03% | $3.5M | trimmed |
| TMETencent Music Entertainment | 0.03% | $3.4M | trimmed |
| AIRAAR | 0.03% | $3.4M | added |
| WTWWillis Towers Watson Public | 0.03% | $3.4M | trimmed |
| TSHATaysha Gene Therapies | 0.03% | $3.3M | added |
| LINDLindblad Expeditions | 0.03% | $3.2M | added |
| ATROAstronics | 0.03% | $3.2M | trimmed |
| LFUSLittelfuse | 0.03% | $3.2M | added |
| ASTEAstec Industries | 0.03% | $3.2M | added |
| LTHLife Time | 0.03% | $3.1M | added |
| EVCEntravision Communications | 0.03% | $3.1M | new |
| TIGOMillicom International Cellular | 0.03% | $3M | trimmed |
| SPYSPDR S&P 500 ETF Trust | 0.03% | $3M | added |
| JOBYJoby Aviation | 0.03% | $3M | added |
| CPACopa | 0.03% | $2.9M | new |
| CDNLCardinal Infrastructure | 0.02% | $2.9M | new |
| SRRKScholar Rock | 0.02% | $2.9M | added |
| AAOIApplied Optoelectronics | 0.02% | $2.9M | added |
| PRLBProto Labs | 0.02% | $2.9M | trimmed |
| OPYOppenheimer | 0.02% | $2.8M | trimmed |
| PLPCPreformed Line Products | 0.02% | $2.8M | trimmed |
The largest 100 of 219 positions.
About these numbers
A 13F lists a manager's US stock positions at the end of a quarter and is filed up to 45 days later. It leaves out shorts, cash, bonds and most non-US holdings, so it is a picture of the stock book, not the whole firm. The filings on SEC EDGAR