According to CoinMeta, the "2026 Second Quarter Investor Letter" released by Polen Capital Management LLC shows that NVIDIA (Nasdaq: NVDA) continues to hold a dominant position in the AI infrastructure sector. The fund achieved a return of 6.33% in the second quarter, which is significantly lower than the 16.74% return of the Russell 1000 Growth Index. During this period, Polen Capital reconfigured its portfolio to include companies that benefit from the AI infrastructure, energy demand, and aerospace sectors. NVIDIA had a one-month return of 11.09%, and its stock price fluctuated between $164.07 and $236.54 over the past 52 weeks. On August 13, NVIDIA's stock price closed at around $224.09, with a market value of approximately $5.46 trillion. Polen Capital believes that NVIDIA has a competitive advantage in the data center GPU and CPU markets and will continue to benefit from future AI infrastructure investments.