Position in PL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,978,896
+$3,779,367 QoQ
Shares Held
213,914
+91.8% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PL Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $35,746,439 across 12 Aerospace & Defense names. PL ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
38,123 | $7,795,772 | |
| 2 | VSEC |
Vse Corp
|
42,040 | $7,752,176 | |
| 3 | PL |
Planet Labs PBC
This page
|
213,914 | $5,978,896 | |
| 4 | KRMN |
Karman Holdings Inc.
|
44,066 | $3,527,483 | |
| 5 | ATRO |
Astronics Corp
|
42,410 | $2,830,019 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
29,265 | $2,063,475 | |
| 7 | AIR |
Aar Corp
|
16,208 | $1,774,127 | |
| 8 | RKLB |
Rocket Lab Corp
|
23,555 | $1,512,702 |
All Filings in PL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||