POLEN CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$30802.4T
Holdings
232
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (232 positions)
| Stock | Value |
|---|---|
GWREGUIDEWIRE SOFTWARE INC | $207K |
CHWYCHEWY INC | $207K |
NMRKNEWMARK GROUP INC | $207K |
SVVSAVERS VALUE VLG INC | $173K |
OVERBED BATH & BEYOND INC | $148K |
MLB1MERCADOLIBRE INC | $116K |
GOOGLALPHABET INC | $115K |
NXENEXGEN ENERGY LTD | $110K |
IWFISHARES TR | $107K |
AURAURORA INNOVATION INC | $99K |
BRLTBRILLIANT EARTH GROUP INC | $92K |
SAPSAP SE | $92K |
ICLRICON PLC | $78K |
WTWWILLIS TOWERS WATSON PLC LTD | $76K |
TMOTHERMO FISHER SCIENTIFIC INC | $56K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $49K |
ACWIISHARES TR | $26K |
NUNU HLDGS LTD | $25K |
MNDYMONDAY COM LTD | $24K |
HDBHDFC BANK LTD | $20K |
ASMLASML HOLDING N V | $19K |
HYGISHARES TR | $16K |
TMETENCENT MUSIC ENTMT GROUP | $13K |
SESEA LTD | $13K |
MDTMEDTRONIC PLC | $12K |
BEBLOOM ENERGY CORP | $11K |
ONONON HLDG AG | $11K |
AGXARGAN INC | $10K |
DLODLOCAL LTD | $10K |
RSPINVESCO EXCHANGE TRADED FD T | $8K |
PDDPDD HOLDINGS INC | $8K |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $8K |
GLOBGLOBANT S A | $8K |
SPOTSPOTIFY TECHNOLOGY S A | $8K |
WGSGENEDX HOLDINGS CORP | $7K |
VISTVISTA ENERGY S.A.B. DE C.V. | $7K |
POWLPOWELL INDS INC | $7K |
IBNICICI BANK LIMITED | $7K |
BWXTBWX TECHNOLOGIES INC | $7K |
—RAMACO RES INC | $6K |
VSECVSE CORP | $6K |
VUGVANGUARD INDEX FDS | $6K |
JOBYJOBY AVIATION INC | $5K |
IESCIES HLDGS INC | $5K |
KAROKAROOOOO LTD | $5K |
MODMODINE MFG CO | $5K |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $4K |
ACWXISHARES TR | $4K |
CVNACARVANA CO | $4K |
AAPLAPPLE INC | $4K |
TSLATESLA INC | $4K |
SOFISOFI TECHNOLOGIES INC | $4K |
PRCHPORCH GROUP INC | $4K |
AMPXAMPRIUS TECHNOLOGIES INC | $4K |
HCIHCI GROUP INC | $3K |
CCOCAMECO CORP | $3K |
QQEWFIRST TR EXCHANGE-TRADED FD | $3K |
CECOCECO ENVIRONMENTAL CORP | $3K |
SMRNUSCALE PWR CORP | $3K |
PTONPELOTON INTERACTIVE INC | $3K |
AMSCAMERICAN SUPERCONDUCTOR CORP | $3K |
BELFBBEL FUSE INC | $3K |
WWAYFAIR INC | $3K |
ORCLORACLE CORP | $3K |
MSFTMICROSOFT CORP | $3K |
VOVANGUARD INDEX FDS | $3K |
CATHGLOBAL X FDS | $3K |
DAVEDAVE INC | $2K |
FSLRFIRST SOLAR INC | $2K |
AMZNAMAZON COM INC | $2K |
ATROASTRONICS CORP | $2K |
ITGARTNER INC | $2K |
AFRMAFFIRM HLDGS INC | $2K |
IEIVANHOE ELECTRIC INC | $2K |
HTDCORCEPT THERAPEUTICS INC | $2K |
PGYPAGAYA TECHNOLOGIES LTD | $2K |
ASPIASP ISOTOPES INC | $2K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $2K |
IRMDIRADIMED CORP | $2K |
FTITECHNIPFMC PLC | $2K |
CVLTCOMMVAULT SYS INC | $2K |
HHHHOWARD HUGHES HOLDINGS INC | $2K |
BBIOBRIDGEBIO PHARMA INC | $2K |
WRBYWARBY PARKER INC | $2K |
FTAIFTAI AVIATION LTD | $2K |
MIRMIRION TECHNOLOGIES INC | $2K |
TLNTALEN ENERGY CORP | $2K |
LRNSTRIDE INC | $2K |
SPYSPDR S&P 500 ETF TR | $2K |
SHOPSHOPIFY INC | $2K |
BBSIBARRETT BUSINESS SVCS INC | $2K |
RDVTRED VIOLET INC | $2K |
MAMASTERCARD INCORPORATED | $2K |
ODDODDITY TECH LTD | $2K |
LASRNLIGHT INC | $2K |
LMBLIMBACH HLDGS INC | $2K |
HURNHURON CONSULTING GROUP INC | $2K |
RHLDRESOLUTE HLDGS MGMT INC | $2K |
CRSCARPENTER TECHNOLOGY CORP | $1K |
VVISA INC | $1K |