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 |
|---|---|
RDVTRED VIOLET INC | $1.7M |
IRSIRSA INVERSIONES Y REP S A | $1.7M |
FTITECHNIPFMC PLC | $1.6M |
—RAMACO RES INC | $1.6M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.5M |
YOUCLEAR SECURE INC | $1.4M |
OPLNOPENLANE INC | $1.4M |
CAAPCORPORACION AMER ARPTS S A | $1.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.3M |
XMTRXOMETRY INC | $1.3M |
PGYPAGAYA TECHNOLOGIES LTD | $1.3M |
TMDXTRANSMEDICS GROUP INC | $1.3M |
SEISOLARIS ENERGY INFRAS INC | $1.3M |
EROERO COPPER CORP | $1.3M |
SIONSIONNA THERAPEUTICS INC | $1.3M |
ESTAESTABLISHMENT LABS HLDGS INC | $1.3M |
ESQESQUIRE FINL HLDGS INC | $1.2M |
OPYOPPENHEIMER HLDGS INC | $1.2M |
PLPCPREFORMED LINE PRODS CO | $1.2M |
GRALGRAIL INC | $1.2M |
LQDALIQUIDIA CORPORATION | $1.2M |
KODKODIAK SCIENCES INC | $1.2M |
GGALGRUPO FINANCIERO GALICIA S.A | $1.2M |
ROADCONSTRUCTION PARTNERS INC | $1.2M |
AORTARTIVION INC | $1.2M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $1.1M |
HHHHOWARD HUGHES HOLDINGS INC | $1.1M |
6RJ0ROCKET LAB CORP | $1.1M |
MIRMMIRUM PHARMACEUTICALS INC | $1.1M |
XERSXERIS BIOPHARMA HOLDINGS INC | $1.0M |
CEGCONSTELLATION ENERGY CORP | $993K |
TIGOMILLICOM INTL CELLULAR S A | $980K |
ASTEASTEC INDS INC | $967K |
SRRKSCHOLAR ROCK HLDG CORP | $958K |
BB4AXOS FINANCIAL INC | $946K |
KURAKURA ONCOLOGY INC | $943K |
TDUPTHREDUP INC | $930K |
SMRNUSCALE PWR CORP | $915K |
TSHATAYSHA GENE THERAPIES INC | $861K |
UPWKUPWORK INC | $854K |
BWBABCOCK & WILCOX ENTERPRISES | $775K |
ASPIASP ISOTOPES INC | $746K |
SWIMLATHAM GROUP INC | $713K |
VCTRVICTORY CAP HLDGS INC | $703K |
CPFCENTRAL PAC FINL CORP | $690K |
CRMSALESFORCE INC | $683K |
AMSCAMERICAN SUPERCONDUCTOR CORP | $678K |
CWCURTISS WRIGHT CORP | $667K |
ODDODDITY TECH LTD | $649K |
IHRTIHEARTMEDIA INC | $646K |
GPGICOMPOSECURE INC | $643K |
PBIPITNEY BOWES INC | $641K |
NUVLNUVALENT INC | $639K |
FROGJFROG LTD | $617K |
CYTKCYTOKINETICS INC | $608K |
SESSES AI CORPORATION | $608K |
AEHRAEHR TEST SYS | $607K |
STRLSTERLING INFRASTRUCTURE INC | $597K |
FIGSFIGS INC | $554K |
VELOVELO3D INC | $548K |
FTAIFTAI AVIATION LTD | $540K |
51AAMERICAN PUB ED INC | $533K |
CSIQCANADIAN SOLAR INC | $528K |
NSSCNAPCO SEC TECHNOLOGIES INC | $524K |
FIGRFIGURE TECHNOLOGY SOLUTIO | $522K |
EMBJEMBRAER S.A. | $510K |
ADPAUTOMATIC DATA PROCESSING IN | $508K |
TLNTALEN ENERGY CORP | $505K |
SGOVISHARES TR | $499K |
PRCHPORCH GROUP INC | $490K |
NRANRG ENERGY INC | $482K |
KRMNKARMAN HLDGS INC | $472K |
CELCCELCUITY INC | $464K |
LMBLIMBACH HLDGS INC | $458K |
HQYHEALTHEQUITY INC | $456K |
MAMAMAMAS CREATIONS INC | $445K |
DNLIDENALI THERAPEUTICS INC | $444K |
SNDKSANDISK CORP | $441K |
SKYWSKYWEST INC | $439K |
ZGNERMENEGILDO ZEGNA N V | $438K |
TWLOTWILIO INC | $434K |
ESPRESPERION THERAPEUTICS INC NE | $430K |
OPFIOPPFI INC | $423K |
LUXELUXEXPERIENCE BV | $419K |
MESOMESOBLAST LTD | $415K |
NMRKNEWMARK GROUP INC | $409K |
JPXAEROVIRONMENT INC | $408K |
GRBKGREEN BRICK PARTNERS INC | $408K |
PSNLPERSONALIS INC | $403K |
GHMGRAHAM CORP | $399K |
ADTADT INC DEL | $398K |
UNHUNITEDHEALTH GROUP INC | $395K |
NAMSNEWAMSTERDAM PHARMA COMPANY | $394K |
MEDPMEDPACE HLDGS INC | $390K |
AYIACUITY INC | $382K |
OLMAOLEMA PHARMACEUTICALS INC | $380K |
APPNAPPIAN CORP | $367K |
AXTIAXT INC | $363K |
LYFTLYFT INC | $353K |
ABCLABCELLERA BIOLOGICS INC | $350K |