POLEN CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$23.4B
Holdings
231
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (231 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RDVTRED VIOLET INC | 30,328 | $1.7B | 7.37% | |
| 102 | IRSIRSA INVERSIONES Y REP S A | 102,911 | $1.7B | 7.27% | |
| 103 | FTITECHNIPFMC PLC | 35,915 | $1.6B | 6.83% | |
| 104 | —RAMACO RES INC | 88,507 | $1.6B | 6.80% | |
| 105 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 19,697 | $1.5B | 6.38% | |
| 106 | YOUCLEAR SECURE INC | 39,325 | $1.4B | 5.89% | |
| 107 | OPLNOPENLANE INC | 46,259 | $1.4B | 5.88% | |
| 108 | CAAPCORPORACION AMER ARPTS S A | 51,919 | $1.3B | 5.76% | |
| 109 | TMOTHERMO FISHER SCIENTIFIC INC | 2,307 | $1.3B | 5.70% | |
| 110 | XMTRXOMETRY INC | 22,321 | $1.3B | 5.67% | |
| 111 | PGYPAGAYA TECHNOLOGIES LTD | 63,497 | $1.3B | 5.67% | |
| 112 | TMDXTRANSMEDICS GROUP INC | 10,828 | $1.3B | 5.62% | |
| 113 | SEISOLARIS ENERGY INFRAS INC | 28,597 | $1.3B | 5.61% | |
| 114 | EROERO COPPER CORP | 45,544 | $1.3B | 5.50% | |
| 115 | SIONSIONNA THERAPEUTICS INC | 31,258 | $1.3B | 5.49% | |
| 116 | ESTAESTABLISHMENT LABS HLDGS INC | 17,475 | $1.3B | 5.44% | |
| 117 | ESQESQUIRE FINL HLDGS INC | 11,709 | $1.2B | 5.10% | |
| 118 | OPYOPPENHEIMER HLDGS INC | 16,343 | $1.2B | 5.04% | |
| 119 | PLPCPREFORMED LINE PRODS CO | 5,660 | $1.2B | 4.99% | |
| 120 | GRALGRAIL INC | 13,526 | $1.2B | 4.94% | |
| 121 | LQDALIQUIDIA CORPORATION | 33,538 | $1.2B | 4.94% | |
| 122 | KODKODIAK SCIENCES INC | 41,340 | $1.2B | 4.93% | |
| 123 | GGALGRUPO FINANCIERO GALICIA S.A | 21,373 | $1.2B | 4.92% | |
| 124 | ROADCONSTRUCTION PARTNERS INC | 10,615 | $1.2B | 4.92% | |
| 125 | AORTARTIVION INC | 25,259 | $1.2B | 4.92% | |
| 126 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 7,915 | $1.1B | 4.86% | |
| 127 | HHHHOWARD HUGHES HOLDINGS INC | 13,980 | $1.1B | 4.76% | |
| 128 | 6RJ0ROCKET LAB CORP | 15,324 | $1.1B | 4.56% | |
| 129 | MIRMMIRUM PHARMACEUTICALS INC | 13,360 | $1.1B | 4.50% | |
| 130 | XERSXERIS BIOPHARMA HOLDINGS INC | 133,416 | $1.0B | 4.47% | |
| 131 | CEGCONSTELLATION ENERGY CORP | 2,812 | $993.0M | 4.24% | |
| 132 | TIGOMILLICOM INTL CELLULAR S A | 17,685 | $980.0M | 4.18% | |
| 133 | ASTEASTEC INDS INC | 22,344 | $967.0M | 4.13% | |
| 134 | SRRKSCHOLAR ROCK HLDG CORP | 21,762 | $958.0M | 4.09% | |
| 135 | BB4AXOS FINANCIAL INC | 10,986 | $946.0M | 4.04% | |
| 136 | KURAKURA ONCOLOGY INC | 90,847 | $943.0M | 4.03% | |
| 137 | TDUPTHREDUP INC | 145,615 | $930.0M | 3.97% | |
| 138 | SMRNUSCALE PWR CORP | 64,615 | $915.0M | 3.91% | |
| 139 | TSHATAYSHA GENE THERAPIES INC | 156,586 | $861.0M | 3.68% | |
| 140 | UPWKUPWORK INC | 43,111 | $854.0M | 3.65% | |
| 141 | BWBABCOCK & WILCOX ENTERPRISES | 122,280 | $775.0M | 3.31% | |
| 142 | ASPIASP ISOTOPES INC | 139,511 | $746.0M | 3.19% | |
| 143 | SWIMLATHAM GROUP INC | 112,388 | $713.0M | 3.04% | |
| 144 | VCTRVICTORY CAP HLDGS INC | 11,145 | $703.0M | 3.00% | |
| 145 | CPFCENTRAL PAC FINL CORP | 22,150 | $690.0M | 2.95% | |
| 146 | CRMSALESFORCE INC | 2,581 | $683.0M | 2.92% | |
| 147 | AMSCAMERICAN SUPERCONDUCTOR CORP | 23,565 | $678.0M | 2.89% | |
| 148 | CWCURTISS WRIGHT CORP | 1,211 | $667.0M | 2.85% | |
| 149 | ODDODDITY TECH LTD | 16,175 | $649.0M | 2.77% | |
| 150 | IHRTIHEARTMEDIA INC | 155,516 | $646.0M | 2.76% | |
| 151 | GPGICOMPOSECURE INC | 33,395 | $643.0M | 2.75% | |
| 152 | PBIPITNEY BOWES INC | 60,710 | $641.0M | 2.74% | |
| 153 | NUVLNUVALENT INC | 6,359 | $639.0M | 2.73% | |
| 154 | FROGJFROG LTD | 9,884 | $617.0M | 2.63% | |
| 155 | CYTKCYTOKINETICS INC | 9,584 | $608.0M | 2.60% | |
| 156 | SESSES AI CORPORATION | 338,156 | $608.0M | 2.60% | |
| 157 | AEHRAEHR TEST SYS | 30,111 | $607.0M | 2.59% | |
| 158 | STRLSTERLING INFRASTRUCTURE INC | 1,952 | $597.0M | 2.55% | |
| 159 | FIGSFIGS INC | 48,828 | $554.0M | 2.37% | |
| 160 | VELOVELO3D INC | 39,896 | $548.0M | 2.34% | |
| 161 | FTAIFTAI AVIATION LTD | 2,748 | $540.0M | 2.31% | |
| 162 | 51AAMERICAN PUB ED INC | 14,117 | $533.0M | 2.28% | |
| 163 | CSIQCANADIAN SOLAR INC | 22,223 | $528.0M | 2.25% | |
| 164 | NSSCNAPCO SEC TECHNOLOGIES INC | 12,567 | $524.0M | 2.24% | |
| 165 | FIGRFIGURE TECHNOLOGY SOLUTIO | 12,803 | $522.0M | 2.23% | |
| 166 | EMBJEMBRAER S.A. | 7,924 | $510.0M | 2.18% | |
| 167 | ADPAUTOMATIC DATA PROCESSING IN | 1,976 | $508.0M | 2.17% | |
| 168 | TLNTALEN ENERGY CORP | 1,349 | $505.0M | 2.16% | |
| 169 | SGOVISHARES TR | 4,972 | $499.0M | 2.13% | |
| 170 | PRCHPORCH GROUP INC | 53,683 | $490.0M | 2.09% | |
| 171 | NRANRG ENERGY INC | 3,033 | $482.0M | 2.06% | |
| 172 | KRMNKARMAN HLDGS INC | 6,455 | $472.0M | 2.02% | |
| 173 | CELCCELCUITY INC | 4,660 | $464.0M | 1.98% | |
| 174 | LMBLIMBACH HLDGS INC | 5,892 | $458.0M | 1.96% | |
| 175 | HQYHEALTHEQUITY INC | 4,980 | $456.0M | 1.95% | |
| 176 | MAMAMAMAS CREATIONS INC | 32,989 | $445.0M | 1.90% | |
| 177 | DNLIDENALI THERAPEUTICS INC | 26,900 | $444.0M | 1.90% | |
| 178 | SNDKSANDISK CORP | 1,860 | $441.0M | 1.88% | |
| 179 | SKYWSKYWEST INC | 4,380 | $439.0M | 1.87% | |
| 180 | ZGNERMENEGILDO ZEGNA N V | 42,768 | $438.0M | 1.87% | |
| 181 | TWLOTWILIO INC | 3,056 | $434.0M | 1.85% | |
| 182 | ESPRESPERION THERAPEUTICS INC NE | 116,292 | $430.0M | 1.84% | |
| 183 | OPFIOPPFI INC | 40,472 | $423.0M | 1.81% | |
| 184 | LUXELUXEXPERIENCE BV | 50,258 | $419.0M | 1.79% | |
| 185 | MESOMESOBLAST LTD | 23,005 | $415.0M | 1.77% | |
| 186 | NMRKNEWMARK GROUP INC | 23,619 | $409.0M | 1.75% | |
| 187 | JPXAEROVIRONMENT INC | 1,689 | $408.0M | 1.74% | |
| 188 | GRBKGREEN BRICK PARTNERS INC | 6,526 | $408.0M | 1.74% | |
| 189 | PSNLPERSONALIS INC | 50,705 | $403.0M | 1.72% | |
| 190 | GHMGRAHAM CORP | 6,217 | $399.0M | 1.70% | |
| 191 | ADTADT INC DEL | 49,368 | $398.0M | 1.70% | |
| 192 | UNHUNITEDHEALTH GROUP INC | 1,197 | $395.0M | 1.69% | |
| 193 | NAMSNEWAMSTERDAM PHARMA COMPANY | 11,239 | $394.0M | 1.68% | |
| 194 | MEDPMEDPACE HLDGS INC | 696 | $390.0M | 1.67% | |
| 195 | AYIACUITY INC | 1,061 | $382.0M | 1.63% | |
| 196 | OLMAOLEMA PHARMACEUTICALS INC | 15,206 | $380.0M | 1.62% | |
| 197 | APPNAPPIAN CORP | 10,366 | $367.0M | 1.57% | |
| 198 | AXTIAXT INC | 22,215 | $363.0M | 1.55% | |
| 199 | LYFTLYFT INC | 18,239 | $353.0M | 1.51% | |
| 200 | ABCLABCELLERA BIOLOGICS INC | 102,508 | $350.0M | 1.49% |