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POLEN CAPITAL MANAGEMENT LLC

AUM: $43.24 B
13-F Portfolio Value: $30.80 B
Last 13-F Filed: Q3 2025
Concentration in top 10: 56.45%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
AAONAAON INC-3,203Exited13F
ADMAADMA BIOLOGICS INC-30,412Exited13F
ALKTALKAMI TECHNOLOGY INC-18,915Exited13F
ALSNALLISON TRANSMISSION HLDGS I-4,389Exited13F
AITAPPLIED INDL TECHNOLOGIES IN-1,565Exited13F
AXSMAXSOME THERAPEUTICS INC-3,232Exited13F
BDCBELDEN INC-10,682Exited13F
BLBLACKLINE INC-4,763Exited13F
BFLYBUTTERFLY NETWORK INC-134,802Exited13F
CCCSCCC INTELLIGENT SOLUTIONS HL-41,498Exited13F
CWANCLEARWATER ANALYTICS HLDGS I-11,785Exited13F
CNMCORE & MAIN INC-34,013Exited13F
HEPSD MARKET ELECTR SVCS & TRADI-114,817Exited13F
BROSDUTCH BROS INC-14,663Exited13F
ENVXENOVIX CORPORATION-193,681Exited13F
EXLSEXLSERVICE HOLDINGS INC-42,201Exited13F
GNRCGENERAC HLDGS INC-2,530Exited13F
GSHDGOOSEHEAD INS INC-16,369Exited13F
GGALGRUPO FINANCIERO GALICIA S.A-39,394Exited13F
SUPVGRUPO SUPERVIELLE S.A.-97,077Exited13F
HLNEHAMILTON LANE INC-10,061Exited13F
HQYHEALTHEQUITY INC-8,243Exited13F
HNSTHONEST CO INC-144,048Exited13F
HLIHOULIHAN LOKEY INC-2,555Exited13F
NSITINSIGHT ENTERPRISES INC-9,897Exited13F
IBPINSTALLED BLDG PRODS INC-4,335Exited13F
INTAINTAPP INC-5,595Exited13F
IVVISHARES TR-355Exited13F
ITRIITRON INC-8,703Exited13F
KRUSKURA SUSHI USA INC-4,379Exited13F
LVSLAS VEGAS SANDS CORP-13,066Exited13F
MLRMILLER INDS INC TENN-11,530Exited13F
NVONOVO-NORDISK A S-178,669Exited13F
OLLIOLLIES BARGAIN OUTLET HLDGS-7,749Exited13F
LOMALOMA NEGRA C I A S A MTN 14-187,687Exited13F
FSVFIRSTSERVICE CORP NEW-2,247Exited13F
PLTRPALANTIR TECHNOLOGIES INC-2,449Exited13F
PCTYPAYLOCITY HLDG CORP-9,223Exited13F
PNTGPENNANT GROUP INC-10,960Exited13F
PHRPHREESIA INC-17,363Exited13F
PLNTPLANET FITNESS INC-5,842Exited13F
PGNYPROGYNY INC-64,650Exited13F
QLYSQUALYS INC-1,452Exited13F
RMBSRAMBUS INC DEL-20,135Exited13F
RGENREPLIGEN CORP-1,917Exited13F
RVLVREVOLVE GROUP INC-38,091Exited13F
IOTSAMSARA INC-36,165Exited13F
SHAKSHAKE SHACK INC-9,632Exited13F
SITESITEONE LANDSCAPE SUPPLY INC-1,821Exited13F
SITMSITIME CORP-2,312Exited13F
SFMSPROUTS FMRS MKT INC-6,068Exited13F
TGTXTG THERAPEUTICS INC-14,768Exited13F
TREXTREX CO INC-5,961Exited13F
WSCWILLSCOT HLDGS CORP-34,182Exited13F
YPFYPF SOCIEDAD ANONIMA-13,701Exited13F
FNFABRINET-4,098Exited13F
MRXMAREX GROUP PLC-18,523Exited13F
OCSOCULIS HOLDING AG-19,472Exited13F
FVRRFIVERR INTL LTD-36,223Exited13F
KRNTKORNIT DIGITAL LTD-36,065Exited13F