POLEN CAPITAL MANAGEMENT LLC

Position in SEI — Solaris Energy Infrastructure, Inc.

CIK 1034524 Boca Raton, FL

Position in SEI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,462,869

+$1,734,395 QoQ

Shares Held

80,324

-4.0% QoQ

Ownership

0.105%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#134

of 429 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $13,675,478 across 4 Oil & Gas Equipment & Services names. SEI ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEI	Solaris Energy Infrastructure, Inc. This page	80,324	$6,462,869
2	FTK	Flotek Industries Inc/Cn/	195,504	$4,598,254
3	FTI	TechnipFMC plc	22,164	$1,469,473
4	NESR	National Energy Services Reunited Corp.	38,252	$1,144,882

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,462,869	80,324	-4.0%	Shares	Sole	2026-08-04
2026-03-31	$4,728,474	83,675	+192.6%	Shares	Sole	2026-05-14
2025-12-31	$1,314,604	28,597	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.