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 |
|---|---|---|---|---|---|
| 201 | MEDPMEDPACE HLDGS INC | 792 | $407.2M | 1.32% | |
| 202 | IHRTIHEARTMEDIA INC | 141,709 | $406.7M | 1.32% | |
| 203 | NTESNETEASE INC | 2,669 | $405.7M | 1.32% | |
| 204 | METAMETA PLATFORMS INC | 538 | $395.0M | 1.28% | |
| 205 | JPXAEROVIRONMENT INC | 1,135 | $357.4M | 1.16% | |
| 206 | KODKODIAK SCIENCES INC | 21,567 | $353.1M | 1.15% | |
| 207 | WLFCWILLIS LEASE FIN CORP | 2,572 | $352.6M | 1.14% | |
| 208 | VOEVANGUARD INDEX FDS | 2,000 | $349.2M | 1.13% | |
| 209 | UUNITY SOFTWARE INC | 8,635 | $345.7M | 1.12% | |
| 210 | RBBNRIBBON COMMUNICATIONS INC | 87,246 | $331.5M | 1.08% | |
| 211 | SGSWEETGREEN INC | 40,133 | $320.3M | 1.04% | |
| 212 | ALNYALNYLAM PHARMACEUTICALS INC | 693 | $316.0M | 1.03% | |
| 213 | TWLOTWILIO INC | 3,011 | $301.4M | 0.98% | |
| 214 | LUXELUXEXPERIENCE BV | 30,504 | $259.3M | 0.84% | |
| 215 | PYPLPAYPAL HLDGS INC | 3,815 | $255.8M | 0.83% | |
| 216 | RBRKRUBRIK INC. | 2,998 | $246.6M | 0.80% | |
| 217 | NKENIKE INC | 3,509 | $244.7M | 0.79% | |
| 218 | EOSEEOS ENERGY ENTERPRISES INC | 21,080 | $240.1M | 0.78% | |
| 219 | AWIARMSTRONG WORLD INDS INC NEW | 1,187 | $232.7M | 0.76% | |
| 220 | TTANSERVICETITAN INC | 2,242 | $226.1M | 0.73% | |
| 221 | BEAMBEAM THERAPEUTICS INC | 9,133 | $221.7M | 0.72% | |
| 222 | AXONAXON ENTERPRISE INC | 299 | $214.6M | 0.70% | |
| 223 | UPWKUPWORK INC | 11,384 | $211.4M | 0.69% | |
| 224 | APPFAPPFOLIO INC | 753 | $207.6M | 0.67% | |
| 225 | GWREGUIDEWIRE SOFTWARE INC | 902 | $207.3M | 0.67% | |
| 226 | CHWYCHEWY INC | 5,121 | $207.1M | 0.67% | |
| 227 | NMRKNEWMARK GROUP INC | 11,081 | $206.7M | 0.67% | |
| 228 | SVVSAVERS VALUE VLG INC | 13,022 | $172.5M | 0.56% | |
| 229 | OVERBED BATH & BEYOND INC | 15,164 | $148.5M | 0.48% | |
| 230 | NXENEXGEN ENERGY LTD | 12,308 | $110.2M | 0.36% | |
| 231 | AURAURORA INNOVATION INC | 18,365 | $99.0M | 0.32% | |
| 232 | BRLTBRILLIANT EARTH GROUP INC | 44,586 | $92.3M | 0.30% |
PreviousPage 3 of 3