CIK 1034524
POLEN CAPITAL MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
231
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 231
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 75K | $1M+ | SH |
| POWL | POWELL INDS INC | 20K | $1M+ | SH |
| VSEC | VSE CORP | 34K | $1M+ | SH |
| GLOB | GLOBANT S A | 90K | $1M+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 32K | $1M+ | SH |
| SE | SEA LTD | 43K | $1M+ | SH |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 326K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 34K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | 54K | $1M+ | SH |
| RHLD | RESOLUTE HLDGS MGMT INC | 21K | $1M+ | SH |
| IESC | IES HLDGS INC | 11K | $1M+ | SH |
| CECO | CECO ENVIRONMENTAL CORP | 70K | $1M+ | SH |
| BELFB | BEL FUSE INC | 23K | $1M+ | SH |
| CVNA | CARVANA CO | 9K | $1M+ | SH |
| IBN | ICICI BANK LIMITED | 124K | $1M+ | SH |
| TSLA | TESLA INC | 8K | $1M+ | SH |
| PDD | PDD HOLDINGS INC | 31K | $1M+ | SH |
| HCI | HCI GROUP INC | 18K | $1M+ | SH |
| KARO | KAROOOOO LTD | 75K | $1M+ | SH |
| JOBY | JOBY AVIATION INC | 250K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 117K | $1M+ | SH |
| BBIO | BRIDGEBIO PHARMA INC | 38K | $1M+ | SH |
| ATRO | ASTRONICS CORP | 54K | $1M+ | SH |
| REAL | THE REALREAL INC | 175K | $1M+ | SH |
| W | WAYFAIR INC | 27K | $1M+ | SH |
| IRMD | IRADIMED CORP | 27K | $1M+ | SH |
| DAVE | DAVE INC | 12K | $1M+ | SH |
| HURN | HURON CONSULTING GROUP INC | 15K | $1M+ | SH |
| CCJ | CAMECO CORP | 28K | $1M+ | SH |
| IE | IVANHOE ELECTRIC INC | 158K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 33K | $1M+ | SH |
| WDAY | WORKDAY INC | 11K | $1M+ | SH |
| LASR | NLIGHT INC | 62K | $1M+ | SH |
| AMPX | AMPRIUS TECHNOLOGIES INC | 288K | $1M+ | SH |
| CATH | GLOBAL X FDS | 28K | $1M+ | SH |
| SPHR | SPHERE ENTERTAINMENT CO | 24K | $1M+ | SH |
| IT | GARTNER INC | 9K | $1M+ | SH |
| PL | PLANET LABS PBC | 112K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 8K | $1M+ | SH |
| BKD | BROOKDALE SR LIVING INC | 201K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| ATEC | ALPHATEC HLDGS INC | 96K | $1M+ | SH |
| GH | GUARDANT HEALTH INC | 20K | $1M+ | SH |
| MOD | MODINE MFG CO | 14K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| MIR | MIRION TECHNOLOGIES INC | 79K | $1M+ | SH |
| BFLY | BUTTERFLY NETWORK INC | 473K | $1M+ | SH |
| PTGX | PROTAGONIST THERAPEUTICS INC | 20K | $1M+ | SH |