Polen Capital Management is a US institutional investor whose quarterly SEC 13F-HR filings are reconstructed as a
kappi trade record. Positions are derived from public filings, not from a self-reported screenshot.
| Symbol | Side | Asset | Entry | Exit | PnL % |
Opened | Closed | Record |
|---|
| XMTR | buy | Stocks | 49.60 | 96.52 | 94.61% | 2025-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 7,702 shares of XMTR | ADD: added 588 shares of XMTR | ADD: added 14,031 shares of XMTR | ADD: added 2,243 shares of XMTR | CLOSE: sold all my XMTR shares |
| WINA | buy | Stocks | 419.04 | 423.08 | 0.96% | 2025-12-31T20:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 859 shares of WINA | ADD: added 1,424 shares of WINA | CLOSE: sold all my WINA shares |
| WGS | buy | Stocks | 87.30 | 78.91 | -9.62% | 2025-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 80,980 shares of WGS | TRIM: trimmed 12,811 shares of WGS | TRIM: trimmed 8,308 shares of WGS | ADD: added 17,558 shares of WGS | CLOSE: sold all my WGS shares |
| VTOL | buy | Stocks | 46.89 | 41.32 | -11.88% | 2026-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 7,483 shares of VTOL | CLOSE: sold all my VTOL shares |
| TMDX | buy | Stocks | 130.17 | 89.00 | -31.63% | 2025-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 11,385 shares of TMDX | TRIM: trimmed 5,695 shares of TMDX | ADD: added 5,138 shares of TMDX | TRIM: trimmed 3,406 shares of TMDX | CLOSE: sold all my TMDX shares |
| STRL | buy | Stocks | 256.17 | 635.00 | 147.88% | 2025-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 3,569 shares of STRL | TRIM: trimmed 296 shares of STRL | TRIM: trimmed 1,321 shares of STRL | ADD: added 601 shares of STRL | CLOSE: sold all my STRL shares |
| SMR | buy | Stocks | 39.56 | 11.93 | -69.84% | 2025-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 85,426 shares of SMR | TRIM: trimmed 1,883 shares of SMR | TRIM: trimmed 18,928 shares of SMR | TRIM: trimmed 43,369 shares of SMR | CLOSE: sold all my SMR shares |
| SKYT | buy | Stocks | 27.41 | 34.82 | 27.03% | 2026-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 12,715 shares of SKYT | CLOSE: sold all my SKYT shares |
| SION | buy | Stocks | 22.86 | 43.43 | 89.98% | 2025-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 16,975 shares of SION | ADD: added 14,283 shares of SION | TRIM: trimmed 4,483 shares of SION | CLOSE: sold all my SION shares |
| SHAK | buy | Stocks | 88.47 | 56.02 | -36.68% | 2026-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 18,840 shares of SHAK | CLOSE: sold all my SHAK shares |
These are the 10 most recent closed trades, which is what any signed-out visitor
sees. The full filing history is available to account holders at
https://kappi.me/trader/6a68fc8bc7d427f1b4e6f7e8.