POLEN CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$30.8B
Holdings
232
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (232 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WRBYWARBY PARKER INC | 66,730 | $1.8B | 5.97% | |
| 102 | FTAIFTAI AVIATION LTD | 10,805 | $1.8B | 5.85% | |
| 103 | MIRMIRION TECHNOLOGIES INC | 76,119 | $1.8B | 5.75% | |
| 104 | TLNTALEN ENERGY CORP | 4,032 | $1.7B | 5.57% | |
| 105 | LRNSTRIDE INC | 11,233 | $1.7B | 5.43% | |
| 106 | SPYSPDR S&P 500 ETF TR | 2,507 | $1.7B | 5.42% | |
| 107 | BBSIBARRETT BUSINESS SVCS INC | 36,833 | $1.6B | 5.30% | |
| 108 | RDVTRED VIOLET INC | 30,233 | $1.6B | 5.13% | |
| 109 | ODDODDITY TECH LTD | 24,909 | $1.6B | 5.04% | |
| 110 | LASRNLIGHT INC | 51,818 | $1.5B | 4.98% | |
| 111 | LMBLIMBACH HLDGS INC | 15,740 | $1.5B | 4.96% | |
| 112 | HURNHURON CONSULTING GROUP INC | 10,298 | $1.5B | 4.91% | |
| 113 | RHLDRESOLUTE HLDGS MGMT INC | 20,915 | $1.5B | 4.90% | |
| 114 | CRSCARPENTER TECHNOLOGY CORP | 6,087 | $1.5B | 4.85% | |
| 115 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 10,104 | $1.5B | 4.78% | |
| 116 | B7SBROOKDALE SR LIVING INC | 166,855 | $1.4B | 4.59% | |
| 117 | CEGCONSTELLATION ENERGY CORP | 4,199 | $1.4B | 4.49% | |
| 118 | ROADCONSTRUCTION PARTNERS INC | 10,873 | $1.4B | 4.48% | |
| 119 | OPLNOPENLANE INC | 47,742 | $1.4B | 4.46% | |
| 120 | TEMTEMPUS AI INC | 16,845 | $1.4B | 4.41% | |
| 121 | ABCLABCELLERA BIOLOGICS INC | 269,248 | $1.4B | 4.40% | |
| 122 | PTGXPROTAGONIST THERAPEUTICS INC | 20,325 | $1.4B | 4.38% | |
| 123 | SWIMLATHAM GROUP INC | 166,689 | $1.3B | 4.12% | |
| 124 | SKYWSKYWEST INC | 12,199 | $1.2B | 3.98% | |
| 125 | PCTPURECYCLE TECHNOLOGIES INC | 92,364 | $1.2B | 3.94% | |
| 126 | OPYOPPENHEIMER HLDGS INC | 16,343 | $1.2B | 3.92% | |
| 127 | EMBJEMBRAER S.A. | 19,858 | $1.2B | 3.90% | |
| 128 | ESQESQUIRE FINL HLDGS INC | 11,709 | $1.2B | 3.88% | |
| 129 | VCTRVICTORY CAP HLDGS INC | 18,135 | $1.2B | 3.81% | |
| 130 | IRSIRSA INVERSIONES Y REP S A | 95,306 | $1.1B | 3.66% | |
| 131 | LQDTLIQUIDITY SVCS INC | 40,688 | $1.1B | 3.62% | |
| 132 | STRLSTERLING INFRASTRUCTURE INC | 3,273 | $1.1B | 3.61% | |
| 133 | PLPCPREFORMED LINE PRODS CO | 5,660 | $1.1B | 3.60% | |
| 134 | XERSXERIS BIOPHARMA HOLDINGS INC | 133,191 | $1.1B | 3.52% | |
| 135 | GHGUARDANT HEALTH INC | 17,271 | $1.1B | 3.50% | |
| 136 | MRUSMERUS N V | 11,460 | $1.1B | 3.50% | |
| 137 | TDUPTHREDUP INC | 110,370 | $1.0B | 3.39% | |
| 138 | CWCURTISS WRIGHT CORP | 1,909 | $1.0B | 3.36% | |
| 139 | ARLOARLO TECHNOLOGIES INC | 60,486 | $1.0B | 3.33% | |
| 140 | PBIPITNEY BOWES INC | 88,476 | $1.0B | 3.28% | |
| 141 | GRALGRAIL INC | 16,673 | $985.9M | 3.20% | |
| 142 | REAXTHE REAL BROKERAGE INC | 234,626 | $980.7M | 3.18% | |
| 143 | MIRMMIRUM PHARMACEUTICALS INC | 13,339 | $977.9M | 3.17% | |
| 144 | NRANRG ENERGY INC | 6,009 | $973.2M | 3.16% | |
| 145 | YOUCLEAR SECURE INC | 28,871 | $963.7M | 3.13% | |
| 146 | SIONSIONNA THERAPEUTICS INC | 31,258 | $919.3M | 2.98% | |
| 147 | LTHLIFE TIME GROUP HOLDINGS INC | 32,740 | $903.6M | 2.93% | |
| 148 | CRMSALESFORCE INC | 3,752 | $889.3M | 2.89% | |
| 149 | ASTEASTEC INDS INC | 18,108 | $871.5M | 2.83% | |
| 150 | ELFE L F BEAUTY INC | 6,478 | $858.2M | 2.79% | |
| 151 | TIGOMILLICOM INTL CELLULAR S A | 17,662 | $857.3M | 2.78% | |
| 152 | UTIUNIVERSAL TECHNICAL INST INC | 25,247 | $821.8M | 2.67% | |
| 153 | CAAPCORPORACION AMER ARPTS S A | 43,651 | $791.0M | 2.57% | |
| 154 | ACHRARCHER AVIATION INC | 81,485 | $780.6M | 2.53% | |
| 155 | CAKECHEESECAKE FACTORY INC | 14,226 | $777.3M | 2.52% | |
| 156 | BB4AXOS FINANCIAL INC | 9,179 | $777.0M | 2.52% | |
| 157 | REALTHE REALREAL INC | 72,088 | $766.3M | 2.49% | |
| 158 | ATECALPHATEC HLDGS INC | 51,700 | $751.7M | 2.44% | |
| 159 | PGPROCTER AND GAMBLE CO | 4,850 | $745.2M | 2.42% | |
| 160 | ADPAUTOMATIC DATA PROCESSING IN | 2,461 | $722.3M | 2.35% | |
| 161 | HIMSHIMS & HERS HEALTH INC | 12,624 | $716.0M | 2.32% | |
| 162 | AEHRAEHR TEST SYS | 23,308 | $701.8M | 2.28% | |
| 163 | KOCOCA COLA CO | 10,490 | $695.7M | 2.26% | |
| 164 | GPGICOMPOSECURE INC | 33,395 | $695.3M | 2.26% | |
| 165 | OPFIOPPFI INC | 60,986 | $691.0M | 2.24% | |
| 166 | ADTADT INC DEL | 78,137 | $680.6M | 2.21% | |
| 167 | SRRKSCHOLAR ROCK HLDG CORP | 18,060 | $672.6M | 2.18% | |
| 168 | SESSES AI CORPORATION | 399,134 | $666.6M | 2.16% | |
| 169 | NTNXNUTANIX INC | 8,820 | $656.1M | 2.13% | |
| 170 | TMDXTRANSMEDICS GROUP INC | 5,690 | $638.4M | 2.07% | |
| 171 | PEPPEPSICO INC | 4,528 | $635.9M | 2.06% | |
| 172 | VTVANGUARD INTL EQUITY INDEX F | 4,586 | $631.9M | 2.05% | |
| 173 | SSYSSTRATASYS LTD | 52,828 | $591.7M | 1.92% | |
| 174 | WEAWESTERN ALLIANCE BANCORP | 6,652 | $576.9M | 1.87% | |
| 175 | NGVCNATURAL GROCERS BY VITAMIN C | 14,277 | $571.1M | 1.85% | |
| 176 | CHEFCHEFS WHSE INC | 9,493 | $553.7M | 1.80% | |
| 177 | AYIACUITY INC | 1,603 | $552.1M | 1.79% | |
| 178 | ASNDASCENDIS PHARMA A/S | 2,766 | $549.9M | 1.79% | |
| 179 | NSSCNAPCO SEC TECHNOLOGIES INC | 12,567 | $539.8M | 1.75% | |
| 180 | VSTVISTRA CORP | 2,727 | $534.3M | 1.73% | |
| 181 | DOCSDOXIMITY INC | 7,211 | $527.5M | 1.71% | |
| 182 | CPFCENTRAL PAC FINL CORP | 17,237 | $523.0M | 1.70% | |
| 183 | UNHUNITEDHEALTH GROUP INC | 1,483 | $511.9M | 1.66% | |
| 184 | BABAALIBABA GROUP HLDG LTD | 2,850 | $509.4M | 1.65% | |
| 185 | MCDMCDONALDS CORP | 1,659 | $504.2M | 1.64% | |
| 186 | ZZILLOW GROUP INC | 6,539 | $503.8M | 1.64% | |
| 187 | MLIMUELLER INDS INC | 4,977 | $503.2M | 1.63% | |
| 188 | SGOVISHARES TR | 4,972 | $500.7M | 1.63% | |
| 189 | PSTGPURE STORAGE INC | 5,963 | $499.8M | 1.62% | |
| 190 | GTESGATES INDL CORP PLC | 19,344 | $480.1M | 1.56% | |
| 191 | CAVACAVA GROUP INC | 7,922 | $478.6M | 1.55% | |
| 192 | EVEREVERQUOTE INC | 20,871 | $477.3M | 1.55% | |
| 193 | NTRANATERA INC | 2,926 | $471.0M | 1.53% | |
| 194 | SYMSYMBOTIC INC | 8,385 | $452.0M | 1.47% | |
| 195 | XMTRXOMETRY INC | 8,290 | $451.6M | 1.47% | |
| 196 | BIDUNBAIDU INC | 3,413 | $449.7M | 1.46% | |
| 197 | MVSTMICROVAST HOLDINGS INC | 113,150 | $435.6M | 1.41% | |
| 198 | NYAXNAYAX LTD | 9,124 | $434.4M | 1.41% | |
| 199 | ADSKAUTODESK INC | 1,302 | $413.5M | 1.34% | |
| 200 | OSCROSCAR HEALTH INC | 21,536 | $407.7M | 1.32% |