Position in FN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,173,060
+$166,527 QoQ
Shares Held
2,087
+8.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#354
of 755 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FN Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $28,766,056 across 7 Electronic Components names. FN ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BELFA |
Bel Fuse Inc /Nj
|
32,845 | $10,938,698 | |
| 2 | VICR |
Vicor Corp
|
14,924 | $5,667,836 | |
| 3 | LPTH |
Lightpath Technologies Inc
|
314,476 | $5,141,682 | |
| 4 | LFUS |
Littelfuse Inc /De
|
7,016 | $3,194,595 | |
| 5 | KN |
Knowles Corp
|
58,485 | $2,425,957 | |
| 6 | FN |
Fabrinet
This page
|
2,087 | $1,173,060 | |
| 7 | SANM |
Sanmina Corp
|
886 | $224,228 |
All Filings in FN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,060 | 2,087 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,006,533 | 1,930 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $1,207,598 | 4,098 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,011,829 | 15,249 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,771,587 | 12,605 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||