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 101–150 of 231
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RDVT | RED VIOLET INC | 30K | $1M+ | SH |
| IRS | IRSA INVERSIONES Y REP S A | 103K | $1M+ | SH |
| FTI | TECHNIPFMC PLC | 36K | $1M+ | SH |
| METC | RAMACO RES INC | 89K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 20K | $1M+ | SH |
| YOU | CLEAR SECURE INC | 39K | $1M+ | SH |
| OPLN | OPENLANE INC | 46K | $1M+ | SH |
| CAAP | CORPORACION AMER ARPTS S A | 52K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| XMTR | XOMETRY INC | 22K | $1M+ | SH |
| PGY | PAGAYA TECHNOLOGIES LTD | 63K | $1M+ | SH |
| TMDX | TRANSMEDICS GROUP INC | 11K | $1M+ | SH |
| SEI | SOLARIS ENERGY INFRAS INC | 29K | $1M+ | SH |
| ERO | ERO COPPER CORP | 46K | $1M+ | SH |
| SION | SIONNA THERAPEUTICS INC | 31K | $1M+ | SH |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 17K | $1M+ | SH |
| ESQ | ESQUIRE FINL HLDGS INC | 12K | $1M+ | SH |
| OPY | OPPENHEIMER HLDGS INC | 16K | $1M+ | SH |
| PLPC | PREFORMED LINE PRODS CO | 6K | $1M+ | SH |
| GRAL | GRAIL INC | 14K | $1M+ | SH |
| LQDA | LIQUIDIA CORPORATION | 34K | $1M+ | SH |
| KOD | KODIAK SCIENCES INC | 41K | $1M+ | SH |
| GGAL | GRUPO FINANCIERO GALICIA S.A | 21K | $1M+ | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 11K | $1M+ | SH |
| AORT | ARTIVION INC | 25K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 8K | $1M+ | SH |
| HHH | HOWARD HUGHES HOLDINGS INC | 14K | $1M+ | SH |
| RKLB | ROCKET LAB CORP | 15K | $1M+ | SH |
| MIRM | MIRUM PHARMACEUTICALS INC | 13K | $1M+ | SH |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 133K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 3K | $500K+ | SH |
| TIGO | MILLICOM INTL CELLULAR S A | 18K | $500K+ | SH |
| ASTE | ASTEC INDS INC | 22K | $500K+ | SH |
| SRRK | SCHOLAR ROCK HLDG CORP | 22K | $500K+ | SH |
| AX | AXOS FINANCIAL INC | 11K | $500K+ | SH |
| KURA | KURA ONCOLOGY INC | 91K | $500K+ | SH |
| TDUP | THREDUP INC | 146K | $500K+ | SH |
| SMR | NUSCALE PWR CORP | 65K | $500K+ | SH |
| TSHA | TAYSHA GENE THERAPIES INC | 157K | $500K+ | SH |
| UPWK | UPWORK INC | 43K | $500K+ | SH |
| BW | BABCOCK & WILCOX ENTERPRISES | 122K | $500K+ | SH |
| ASPI | ASP ISOTOPES INC | 140K | $500K+ | SH |
| SWIM | LATHAM GROUP INC | 112K | $500K+ | SH |
| VCTR | VICTORY CAP HLDGS INC | 11K | $500K+ | SH |
| CPF | CENTRAL PAC FINL CORP | 22K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | 24K | $500K+ | SH |
| CW | CURTISS WRIGHT CORP | 1K | $500K+ | SH |
| ODD | ODDITY TECH LTD | 16K | $500K+ | SH |
| IHRT | IHEARTMEDIA INC | 156K | $500K+ | SH |