Polen Capital Management
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Polen Capital Management’s ASP Isotopes ASPI Stock Holding History

Polen Capital Management’s Portfolio ASPI Stock Details ASPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$930K Buy
149,559
+26,589
+22% +$156K 0.01% 168
2026
Q1 		$544K Sell
122,970
-16,541
-12% -$97.8K ﹤0.01% 175
2025
Q4 		$746K Sell
139,511
-93,402
-40% -$743K ﹤0.01% 145
2025
Q3 		$2.24M Buy
232,913
+57,775
+33% +$533K 0.01% 94
2025
Q2 		$1.29M Buy
+175,138
New +$1.17M ﹤0.01% 124

Other funds holding ASPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Polen Capital Management's ASPI Position: Q2 2026 in Review

Polen Capital Management increased its ASP Isotopes (ASPI) stake by 22% in Q2 2026, buying an estimated $156K and bringing the position to 149,559 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #168.

Polen Capital Management first reported a position in ASPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.24M in Q3 2025. 185 funds tracked by Wall St. Rank hold ASPI as of Q2 2026.

  • Polen Capital Management held 149,559 shares of ASP Isotopes worth $930K as of Q2 2026.
  • Polen Capital Management bought 26,589 ASP Isotopes shares in Q2 2026, an estimated $156K.
  • ASP Isotopes made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #168 holding.
  • Polen Capital Management first reported a position in ASP Isotopes in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's ASP Isotopes position peaked at $2.24M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held ASP Isotopes as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.