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 151–200 of 231
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GPGI | COMPOSECURE INC | 33K | $500K+ | SH |
| PBI | PITNEY BOWES INC | 61K | $500K+ | SH |
| NUVL | NUVALENT INC | 6K | $500K+ | SH |
| FROG | JFROG LTD | 10K | $500K+ | SH |
| CYTK | CYTOKINETICS INC | 10K | $500K+ | SH |
| SES | SES AI CORPORATION | 338K | $500K+ | SH |
| AEHR | AEHR TEST SYS | 30K | $500K+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 2K | $500K+ | SH |
| FIGS | FIGS INC | 49K | $500K+ | SH |
| VELO | VELO3D INC | 40K | $500K+ | SH |
| FTAI | FTAI AVIATION LTD | 3K | $500K+ | SH |
| APEI | AMERICAN PUB ED INC | 14K | $500K+ | SH |
| CSIQ | CANADIAN SOLAR INC | 22K | $500K+ | SH |
| NSSC | NAPCO SEC TECHNOLOGIES INC | 13K | $500K+ | SH |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 13K | $500K+ | SH |
| EMBJ | EMBRAER S.A. | 8K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| TLN | TALEN ENERGY CORP | 1K | $500K+ | SH |
| SGOV | ISHARES TR | 5K | $100K–$500K | SH |
| PRCH | PORCH GROUP INC | 54K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 3K | $100K–$500K | SH |
| KRMN | KARMAN HLDGS INC | 6K | $100K–$500K | SH |
| CELC | CELCUITY INC | 5K | $100K–$500K | SH |
| LMB | LIMBACH HLDGS INC | 6K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 5K | $100K–$500K | SH |
| MAMA | MAMAS CREATIONS INC | 33K | $100K–$500K | SH |
| DNLI | DENALI THERAPEUTICS INC | 27K | $100K–$500K | SH |
| SNDK | SANDISK CORP | 2K | $100K–$500K | SH |
| SKYW | SKYWEST INC | 4K | $100K–$500K | SH |
| ZGN | ERMENEGILDO ZEGNA N V | 43K | $100K–$500K | SH |
| TWLO | TWILIO INC | 3K | $100K–$500K | SH |
| ESPR | ESPERION THERAPEUTICS INC NE | 116K | $100K–$500K | SH |
| OPFI | OPPFI INC | 40K | $100K–$500K | SH |
| LUXE | LUXEXPERIENCE BV | 50K | $100K–$500K | SH |
| MESO | MESOBLAST LTD | 23K | $100K–$500K | SH |
| NMRK | NEWMARK GROUP INC | 24K | $100K–$500K | SH |
| GRBK | GREEN BRICK PARTNERS INC | 7K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INC | 2K | $100K–$500K | SH |
| PSNL | PERSONALIS INC | 51K | $100K–$500K | SH |
| GHM | GRAHAM CORP | 6K | $100K–$500K | SH |
| ADT | ADT INC DEL | 49K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 11K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 696 | $100K–$500K | SH |
| AYI | ACUITY INC | 1K | $100K–$500K | SH |
| OLMA | OLEMA PHARMACEUTICALS INC | 15K | $100K–$500K | SH |
| APPN | APPIAN CORP | 10K | $100K–$500K | SH |
| AXTI | AXT INC | 22K | $100K–$500K | SH |
| LYFT | LYFT INC | 18K | $100K–$500K | SH |
| ABCL | ABCELLERA BIOLOGICS INC | 103K | $100K–$500K | SH |