POLEN CAPITAL MANAGEMENT LLC

Position in FN — Fabrinet

CIK 1034524 Boca Raton, FL

Position in FN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,006,533

-$201,065 QoQ

Shares Held

1,930

-52.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $5,720,029 across 4 Electronic Components names. FN ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICR	Vicor Corp	13,899	$2,237,739
2	LFUS	Littelfuse Inc /De	4,959	$1,682,836
3	FN	Fabrinet This page	1,930	$1,006,533
4	LPTH	Lightpath Technologies Inc	79,055	$792,921

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,006,533	1,930	-52.9%	Shares	Sole	2026-05-14
2025-06-30	$1,207,598	4,098	-73.1%	Shares	Sole	2025-08-13
2025-03-31	$3,011,829	15,249	+21.0%	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.