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 | Value |
|---|---|
ADSKAUTODESK INC | $349K |
IOOISHARES TR | $347K |
WINAWINMARK CORP | $347K |
GAPGAP INC | $329K |
WEAWESTERN ALLIANCE BANCORP | $319K |
HLLYHOLLEY INC | $318K |
TTANSERVICETITAN INC | $316K |
NTRANATERA INC | $315K |
MLIMUELLER INDS INC | $312K |
AWIARMSTRONG WORLD INDS INC NEW | $288K |
SSYSSTRATASYS LTD | $282K |
ULSUL SOLUTIONS INC | $269K |
ASNDASCENDIS PHARMA A/S | $258K |
PACBPACIFIC BIOSCIENCES CALIF IN | $256K |
LTHLIFE TIME GROUP HOLDINGS INC | $255K |
SYMSYMBOTIC INC | $255K |
CPSCOOPER STD HLDGS INC | $250K |
EOSEEOS ENERGY ENTERPRISES INC | $241K |
UUNITY SOFTWARE INC | $240K |
PTONPELOTON INTERACTIVE INC | $226K |
SERVSERVE ROBOTICS INC | $226K |
TEMTEMPUS AI INC | $221K |
CCOCLEAR CHANNEL OUTDOOR HLDGS | $211K |
PRLBPROTO LABS INC | $209K |
ROIVROIVANT SCIENCES LTD | $209K |
RRRICHTECH ROBOTICS INC | $207K |
PYPLPAYPAL HLDGS INC | $203K |
OSCROSCAR HEALTH INC | $197K |
PGENPRECIGEN INC | $175K |
GDYNGRID DYNAMICS HLDGS INC | $175K |
SOPHSOPHIA GENETICS SA | $101K |
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