Position in PL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,943,360
-$1,035,536 QoQ
Shares Held
149,211
-30.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#119
of 476 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PL Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $413,200,752 across 13 Aerospace & Defense names. PL ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
690,493 | $258,057,948 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
457,124 | $122,902,358 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
36,974 | $7,196,989 | |
| 4 | VSEC |
Vse Corp
|
29,853 | $6,821,410 | |
| 5 | PL |
Planet Labs PBC
This page
|
149,211 | $4,943,360 | |
| 6 | AIR |
Aar Corp
|
23,561 | $3,367,573 | |
| 7 | ATRO |
Astronics Corp
|
39,379 | $3,199,937 | |
| 8 | RKLB |
Rocket Lab Corp
|
22,751 | $2,312,639 |
All Filings in PL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,943,360 | 149,211 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,978,896 | 213,914 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,199,529 | 111,538 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||