Polen Capital Management’s Littelfuse LFUS Stock Holding History

Polen Capital Management’s Portfolio LFUS Stock Details LFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.19M	Buy	7,016 +2,057	+41%	+$891K	0.03%	87
2026 Q1	$1.68M	Buy	+4,959	New	+$1.61M	0.01%	112
2020 Q2	–	Sell	-5,963	Closed	-$796K	–	65
2020 Q1	$796K	Buy	5,963 +560	+10%	+$93.7K	﹤0.01%	60
2019 Q4	$1.03M	Buy	5,403 +728	+16%	+$134K	﹤0.01%	48
2019 Q3	$829K	Buy	4,675 +70	+2%	+$11.8K	﹤0.01%	48
2019 Q2	$815K	Buy	4,605 +325	+8%	+$59K	﹤0.01%	46
2019 Q1	$781K	Buy	4,280 +329	+8%	+$60.7K	﹤0.01%	48
2018 Q4	$678K	Buy	3,951 +1,227	+45%	+$219K	﹤0.01%	41
2018 Q3	$539K	Buy	2,724 +231	+9%	+$50.8K	﹤0.01%	44
2018 Q2	$569K	Buy	2,493 +268	+12%	+$57.5K	﹤0.01%	38
2018 Q1	$463K	Buy	2,225 +663	+42%	+$139K	﹤0.01%	35
2017 Q4	$309K	Buy	+1,562	New	+$313K	﹤0.01%	38

Other funds holding LFUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Polen Capital Management increased its Littelfuse (LFUS) stake by 41% in Q2 2026, buying an estimated $891K and bringing the position to 7,016 shares worth $3.19M. The position accounts for 0.03% of the portfolio, ranked #87.

Polen Capital Management first reported a position in LFUS in Q4 2017 and has held it in 12 quarters since. 608 funds tracked by Wall St. Rank hold LFUS as of Q2 2026.

Polen Capital Management held 7,016 shares of Littelfuse worth $3.19M as of Q2 2026.
Polen Capital Management bought 2,057 Littelfuse shares in Q2 2026, an estimated $891K.
Littelfuse made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #87 holding.
Polen Capital Management first reported a position in Littelfuse in Q4 2017 and has held it in 12 quarters since.
608 funds tracked by Wall St. Rank held Littelfuse as of Q2 2026.

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