×

Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

POLEN CAPITAL MANAGEMENT LLC

AUM: $43.24 B
13-F Portfolio Value: $32.59 B
Last 13-F Filed: Q2 2025
Concentration in top 10: 58.79%
Filter by:
Quarter to View:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
IDXXIDEXX LABS INC1.97%1,195,425$641,154,2771,195,425New$536.3413F
IBNICICI BANK LIMITED0.05%500,475$16,835,979500,475New$33.6413F
SESEA LTD0.04%83,932$13,424,13183,932New$159.9413F
AGXARGAN INC0.03%44,821$9,882,13444,821New$220.4813F
MMYTMAKEMYTRIP LIMITED MAURITIUS0.03%104,962$10,288,389104,962New$98.0213F
BWXTBWX TECHNOLOGIES INC0.02%41,037$5,911,79041,037New$144.0613F
POWLPOWELL INDS INC0.02%25,173$5,297,65825,173New$210.4513F
WGSGENEDX HOLDINGS CORP0.02%80,980$7,475,26480,980New$92.3113F
VSECVSE CORP0.02%39,583$5,184,58139,583New$130.9813F
CCJCAMECO CORP0.01%45,616$3,386,07645,616New$74.2313F
CVNACARVANA CO0.01%11,695$3,940,74711,695New$336.9613F
DAVEDAVE INC0.01%12,621$3,387,60312,621New$268.4113F
IESCIES HLDGS INC0.01%13,821$4,094,19513,821New$296.2313F
SMRNUSCALE PWR CORP0.01%85,426$3,379,45385,426New$39.5613F
JOBYJOBY AVIATION INC0.01%355,465$3,750,156355,465New$10.5513F
SOFISOFI TECHNOLOGIES INC0.00955%170,896$3,112,016170,896New$18.2113F
NVDANVIDIA CORPORATION0.00826%17,042$2,692,46617,042New$157.9913F
CRSCARPENTER TECHNOLOGY CORP0.00804%9,475$2,618,7019,475New$276.3813F
ODDODDITY TECH LTD0.00782%33,751$2,547,18833,751New$75.4713F
CVLTCOMMVAULT SYS INC0.00703%13,142$2,291,04513,142New$174.3313F
IRSIRSA INVERSIONES Y REP S A0.00699%163,598$2,278,920163,598New$13.9313F
CRDOCREDO TECHNOLOGY GROUP HOLDI0.00694%24,417$2,260,77024,417New$92.5913F
LMBLIMBACH HLDGS INC0.00676%15,717$2,201,95215,717New$140.113F
TSLATESLA INC0.00655%6,722$2,135,3116,722New$317.6613F
HCIHCI GROUP INC0.00653%13,972$2,126,53813,972New$152.213F
ACHRARCHER AVIATION INC0.00648%194,666$2,112,126194,666New$10.8513F
AFRMAFFIRM HLDGS INC0.00637%30,027$2,076,06730,027New$69.1413F
LOMALOMA NEGRA C I A S A MTN 140.00632%187,687$2,058,926187,687New$10.9713F
ENVXENOVIX CORPORATION0.00615%193,681$2,002,662193,681New$10.3413F
BELFBBEL FUSE INC0.00611%20,386$1,991,50820,386New$97.6913F
GGALGRUPO FINANCIERO GALICIA S.A0.00609%39,394$1,985,06439,394New$50.3913F
CMPOCOMPOSECURE INC0.00587%135,767$1,912,957135,767New$14.0913F
MODMODINE MFG CO0.00585%19,366$1,907,55119,366New$98.513F
REAXTHE REAL BROKERAGE INC0.00555%401,325$1,809,976401,325New$4.5113F
FTITECHNIPFMC PLC0.00545%51,582$1,776,48451,582New$34.4413F
AMSCAMERICAN SUPERCONDUCTOR CORP0.00532%47,221$1,732,53847,221New$36.6913F
UBERUBER TECHNOLOGIES INC0.0053%18,526$1,728,47618,526New$93.313F
TLNTALEN ENERGY CORP0.0052%5,826$1,694,0265,826New$290.7713F
FTAIFTAI AVIATION LTD0.00518%14,662$1,686,71614,662New$115.0413F
ATROASTRONICS CORP0.00512%49,791$1,667,00349,791New$33.4813F
ADPTADAPTIVE BIOTECHNOLOGIES COR0.00509%142,257$1,657,294142,257New$11.6513F
TWLOTWILIO INC0.00508%13,313$1,655,60513,313New$124.3613F
BEBLOOM ENERGY CORP0.00501%68,316$1,634,11968,316New$23.9213F
UTIUNIVERSAL TECHNICAL INST INC0.00499%48,007$1,626,95748,007New$33.8913F
KTOSKRATOS DEFENSE & SEC SOLUTIO0.00492%34,531$1,603,96534,531New$46.4513F
PRCHPORCH GROUP INC0.00489%135,022$1,591,909135,022New$11.7913F
CORTCORCEPT THERAPEUTICS INC0.00486%21,576$1,583,67821,576New$73.413F
BBIOBRIDGEBIO PHARMA INC0.00472%35,649$1,539,32435,649New$43.1813F
TMDXTRANSMEDICS GROUP INC0.00468%11,385$1,525,70411,385New$134.0113F
IRMDIRADIMED CORP0.00457%24,889$1,488,11324,889New$59.7913F
LTHLIFE TIME GROUP HOLDINGS INC0.00457%49,143$1,490,50749,143New$30.3313F
PTONPELOTON INTERACTIVE INC0.00457%214,366$1,487,700214,366New$6.9413F
HURNHURON CONSULTING GROUP INC0.00446%10,568$1,453,52310,568New$137.5413F
IOTSAMSARA INC0.00441%36,165$1,438,64436,165New$39.7813F
CAAPCORPORACION AMER ARPTS S A0.00425%68,380$1,385,37968,380New$20.2613F
LRNSTRIDE INC0.0042%9,420$1,367,6909,420New$145.1913F
VCTRVICTORY CAP HLDGS INC0.00418%21,386$1,361,64721,386New$63.6713F
SHAKSHAKE SHACK INC0.00416%9,632$1,354,2599,632New$140.613F
RDVTRED VIOLET INC0.00409%27,072$1,331,94227,072New$49.213F
NGVCNATURAL GROCERS BY VITAMIN C0.00406%33,669$1,321,50833,669New$39.2513F
CEGCONSTELLATION ENERGY CORP0.00397%4,010$1,294,2684,010New$322.7613F
ASPIASP ISOTOPES INC0.00396%175,138$1,289,016175,138New$7.3613F
ERJEMBRAER S.A.0.00389%22,284$1,268,18222,284New$56.9113F
BBSIBARRETT BUSINESS SVCS INC0.00386%30,143$1,256,66230,143New$41.6913F
PCTPURECYCLE TECHNOLOGIES INC0.00384%91,306$1,250,89291,306New$13.713F
KAROPENLANE INC0.00378%50,404$1,232,37850,404New$24.4513F
MIRMIRION TECHNOLOGIES INC0.00378%57,230$1,232,16257,230New$21.5313F
SKYWSKYWEST INC0.00374%11,839$1,219,06211,839New$102.9713F
OPYOPPENHEIMER HLDGS INC0.00363%17,982$1,182,67617,982New$65.7713F
VSTVISTRA CORP0.00355%5,973$1,157,6275,973New$193.8113F
ITRIITRON INC0.00352%8,703$1,145,5768,703New$131.6313F
GRALGRAIL INC0.00346%21,938$1,128,05221,938New$51.4213F
ESQESQUIRE FINL HLDGS INC0.0034%11,692$1,106,76511,692New$94.6613F
FVRRFIVERR INTL LTD0.00326%36,223$1,062,42136,223New$29.3313F
IEIVANHOE ELECTRIC INC0.00319%114,545$1,038,923114,545New$9.0713F
OSCROSCAR HEALTH INC0.00316%48,000$1,029,12048,000New$21.4413F
SUPVGRUPO SUPERVIELLE S.A.0.00315%97,077$1,028,04597,077New$10.5913F
CWCURTISS WRIGHT CORP0.00314%2,095$1,023,5122,095New$488.5513F
SFMSPROUTS FMRS MKT INC0.00307%6,068$999,0366,068New$164.6413F
CAKECHEESECAKE FACTORY INC0.00306%15,904$996,54515,904New$62.6613F
NRGNRG ENERGY INC0.00302%6,132$984,6776,132New$160.5813F
LQDTLIQUIDITY SVCS INC0.00294%40,628$958,41540,628New$23.5913F
SSYSSTRATASYS LTD0.00288%81,732$937,46681,732New$11.4713F
PLPCPREFORMED LINE PRODS CO0.00277%5,652$903,2465,652New$159.8113F
PTGXPROTAGONIST THERAPEUTICS INC0.00271%15,999$884,26515,999New$55.2713F
WWAYFAIR INC0.00271%17,286$884,00617,286New$51.1413F
HQYHEALTHEQUITY INC0.00265%8,243$863,5378,243New$104.7613F
OPFIOPPFI INC0.00261%60,773$850,21460,773New$13.9913F
ARLOARLO TECHNOLOGIES INC0.00256%49,190$834,26249,190New$16.9613F
STRLSTERLING INFRASTRUCTURE INC0.00253%3,569$823,4753,569New$230.7313F
METCRAMACO RES INC0.00251%62,205$817,37462,205New$13.1413F
MIRMMIRUM PHARMACEUTICALS INC0.00242%15,507$789,15115,507New$50.8913F
SYMSYMBOTIC INC0.00238%20,003$777,11720,003New$38.8513F
AXONAXON ENTERPRISE INC0.00234%922$763,361922New$827.9413F
SWIMLATHAM GROUP INC0.00233%119,217$760,604119,217New$6.3813F
WLFCWILLIS LEASE FIN CORP0.00231%5,277$753,4505,277New$142.7813F
PBIPITNEY BOWES INC0.00228%68,222$744,30268,222New$10.9113F
PGYPAGAYA TECHNOLOGIES LTD0.00226%34,483$735,17834,483New$21.3213F
HNSTHONEST CO INC0.00225%144,048$733,204144,048New$5.0913F
MRXMAREX GROUP PLC0.00224%18,523$731,10318,523New$39.4713F
KRNTKORNIT DIGITAL LTD0.0022%36,065$718,05436,065New$19.9113F
TIGOMILLICOM INTL CELLULAR S A0.00216%18,753$702,67518,753New$37.4713F
EVEREVERQUOTE INC0.00214%28,806$696,52928,806New$24.1813F
HIMSHIMS & HERS HEALTH INC0.00213%13,949$695,35813,949New$49.8513F
NTNXNUTANIX INC0.00211%9,011$688,8019,011New$76.4413F
VISTVISTA ENERGY S.A.B. DE C.V.0.00206%14,062$672,30414,062New$47.8113F
PLNTPLANET FITNESS INC0.00196%5,842$637,0705,842New$109.0513F
NYAXNAYAX LTD0.00195%12,634$635,11112,634New$50.2713F
XERSXERIS BIOPHARMA HOLDINGS INC0.00191%132,994$621,082132,994New$4.6713F
ADTADT INC DEL0.0019%72,926$617,68372,926New$8.4713F
LASRNLIGHT INC0.00184%30,425$598,76430,425New$19.6813F
BKDBROOKDALE SR LIVING INC0.00179%84,013$584,73084,013New$6.9613F
ALKTALKAMI TECHNOLOGY INC0.00175%18,915$570,09818,915New$30.1413F
ADMAADMA BIOLOGICS INC0.0017%30,412$553,80330,412New$18.2113F
NTRANATERA INC0.00167%3,223$544,4943,223New$168.9413F
GHGUARDANT HEALTH INC0.00163%10,183$529,92310,183New$52.0413F
TGTXTG THERAPEUTICS INC0.00163%14,768$531,50014,768New$35.9913F
RBBNRIBBON COMMUNICATIONS INC0.0016%130,188$522,054130,188New$4.0113F
CECOCECO ENVIRONMENTAL CORP0.00159%18,317$518,55418,317New$28.3113F
MLRMILLER INDS INC TENN0.00157%11,530$512,62411,530New$44.4613F
PHRPHREESIA INC0.00152%17,363$494,15117,363New$28.4613F
SITMSITIME CORP0.00151%2,312$492,6412,312New$213.0813F
CPFCENTRAL PAC FINL CORP0.00148%17,212$482,45217,212New$28.0313F
ASNDASCENDIS PHARMA A/S0.00144%2,719$469,2992,719New$172.613F
AYIACUITY INC0.00141%1,540$459,4441,540New$298.3413F
ASTEASTEC INDS INC0.0014%10,956$456,75610,956New$41.6913F
RHLDRESOLUTE HLDGS MGMT INC0.0014%14,337$456,92014,337New$31.8713F
TEMTEMPUS AI INC0.00132%6,759$429,4676,759New$63.5413F
YPFYPF SOCIEDAD ANONIMA0.00132%13,701$430,89613,701New$31.4513F
GTESGATES INDL CORP PLC0.00132%18,615$428,70318,615New$23.0313F
WALWESTERN ALLIANCE BANCORP0.00131%5,483$427,5645,483New$77.9813F
ALSNALLISON TRANSMISSION HLDGS I0.00128%4,389$416,9114,389New$94.9913F
TDUPTHREDUP INC0.00122%52,989$396,88852,989New$7.4913F
ATECALPHATEC HLDGS INC0.00116%34,192$379,53134,192New$11.113F
KRUSKURA SUSHI USA INC0.00116%4,379$376,9444,379New$86.0813F
OCSOCULIS HOLDING AG0.00116%19,472$377,95219,472New$19.4113F
TTANSERVICETITAN INC0.00114%3,461$370,9503,461New$107.1813F
DOCSDOXIMITY INC0.00111%5,915$362,8265,915New$61.3413F
AXSMAXSOME THERAPEUTICS INC0.00104%3,232$337,3883,232New$104.3913F
SGSWEETGREEN INC0.00103%22,651$337,04722,651New$14.8813F
PLTRPALANTIR TECHNOLOGIES INC0.00102%2,449$333,8482,449New$136.3213F
PNTGPENNANT GROUP INC0.001%10,960$327,15610,960New$29.8513F
HEPSD MARKET ELECTR SVCS & TRADI0.00095%114,817$310,006114,817New$2.713F
MRUSMERUS N V0.00094%5,834$306,8685,834New$52.613F
SIONSIONNA THERAPEUTICS INC0.0009%16,975$294,51616,975New$17.3513F
INTAINTAPP INC0.00089%5,595$288,8145,595New$51.6213F
AEHRAEHR TEST SYS0.00083%21,000$271,53021,000New$12.9313F
BFLYBUTTERFLY NETWORK INC0.00083%134,802$269,604134,802New$213F
XMTRXOMETRY INC0.0008%7,702$260,2517,702New$33.7913F
LUXELUXEXPERIENCE BV0.00074%30,459$241,84430,459New$7.9413F
IVVISHARES TR0.00068%355$220,420355New$620.913F