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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

POLEN CAPITAL MANAGEMENT LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003133

Total Value
$32.59B
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INCAMZN13,921,840$3.05B9.37%
2MICROSOFT CORPMSFT5,426,123$2.70B8.28%
3ORACLE CORPORCL-PD11,983,204$2.62B8.04%
4VISA INCV5,611,098$1.99B6.11%
5SHOPIFY INCSHOP14,690,160$1.69B5.20%
6MASTERCARD INCORPORATEDMA2,992,048$1.68B5.16%
7ABBOTT LABSABLZF10,669,498$1.45B4.45%
8ELI LILLY & COLLY1,737,910$1.35B4.16%
9ZOETIS INCZTS8,421,026$1.31B4.03%
10ADOBE INCADBE3,356,781$1.30B3.99%
11SERVICENOW INCNOW1,176,895$1.21B3.71%
12ALPHABET INCGOOG6,562,265$1.16B3.57%
13NETFLIX INCNFLX815,234$1.09B3.35%
14MSCI INCMSCI1,741,389$1.00B3.08%
15AON PLCAON2,745,627$979.5M3.01%
16AIRBNB INCABNB7,354,228$973.3M2.99%
17THERMO FISHER SCIENTIFIC INCTMO2,190,348$888.1M2.73%
18STARBUCKS CORPSBUX9,668,618$885.9M2.72%
19ACCENTURE PLC IRELANDACN2,947,158$880.9M2.70%
20WORKDAY INCWDAY3,571,930$857.3M2.63%
21PAYCOM SOFTWARE INCPAYC2,896,489$670.2M2.06%
22IDEXX LABS INC45168D1041,195,425$641.2M1.97%
23COSTAR GROUP INCCSGP6,923,828$556.7M1.71%
24GARTNER INCIT779,216$315.0M0.97%
25MERCADOLIBRE INCMELI62,189$162.5M0.50%
26SAP SESAPGF486,471$147.9M0.45%
27ALPHABET INCGOOG620,019$109.3M0.34%
28WILLIS TOWERS WATSON PLC LTDWTW314,075$96.3M0.30%
29ISHARES TR464287614225,609$95.8M0.29%
30ICON PLCICLR540,410$78.6M0.24%
31HDFC BANK LTDHDB570,679$43.8M0.13%
32ASML HOLDING N VASMLF44,525$35.7M0.11%
33NU HLDGS LTDNU2,486,803$34.1M0.10%
34MONDAY COM LTDMNDY97,575$30.7M0.09%
35AUTOMATIC DATA PROCESSING INADP94,535$29.2M0.09%
36ON HLDG AGH5919C104489,827$25.5M0.08%
37GLOBANT S AGLOB272,981$24.8M0.08%
38SPOTIFY TECHNOLOGY S ASPOT29,446$22.6M0.07%
39MEDTRONIC PLCMDT234,886$20.5M0.06%
40TENCENT MUSIC ENTMT GROUPXHLD991,883$19.3M0.06%
41ICICI BANK LIMITEDIBN500,475$16.8M0.05%
42SEA LTDSE83,932$13.4M0.04%
43NOVO-NORDISK A SNONOF178,669$12.3M0.04%
44ISHARES TR46428825788,558$11.4M0.03%
45MAKEMYTRIP LIMITED MAURITIUSMMYT104,962$10.3M0.03%
46ARGAN INCAGX44,821$9.9M0.03%
47GENEDX HOLDINGS CORPWGSWW80,980$7.5M0.02%
48DLOCAL LTDDLO605,885$6.9M0.02%
49PDD HOLDINGS INCPDD64,309$6.7M0.02%
50BWX TECHNOLOGIES INCBWXT41,037$5.9M0.02%
51VANGUARD INDEX FDS92290873612,907$5.7M0.02%
52POWELL INDS INC73912810625,173$5.3M0.02%
53VSE CORPVSECU39,583$5.2M0.02%
54KAROOOOO LTDKARO84,767$4.2M0.01%
55IES HLDGS INCIESC13,821$4.1M0.01%
56CARVANA COCVNA11,695$3.9M0.01%
57JOBY AVIATION INCJOBY-WT355,465$3.8M0.01%
58GLOBAL X FDS37954Y88946,993$3.5M0.01%
59DAVE INC23834J20112,621$3.4M0.01%
60CAMECO CORPCCJ45,616$3.4M0.01%
61NUSCALE PWR CORPNU85,426$3.4M0.01%
62SOFI TECHNOLOGIES INCSOFI170,896$3.1M0.01%
63NVIDIA CORPORATIONNVDA17,042$2.7M0.01%
64CARPENTER TECHNOLOGY CORPCRS9,475$2.6M0.01%
65ODDITY TECH LTDODD33,751$2.5M0.01%
66WARBY PARKER INCWRBY105,204$2.3M0.01%
67COMMVAULT SYS INCCVLT13,142$2.3M0.01%
68IRSA INVERSIONES Y REP S A450047303163,598$2.3M0.01%
69CREDO TECHNOLOGY GROUP HOLDICRDO24,417$2.3M0.01%
70LIMBACH HLDGS INCLMB15,717$2.2M0.01%
71TESLA INCTSLA6,722$2.1M0.01%
72HCI GROUP INCHCIIP13,972$2.1M0.01%
73ARCHER AVIATION INCACHR-WT194,666$2.1M0.01%
74AFFIRM HLDGS INCAFRM30,027$2.1M0.01%
75LOMA NEGRA C I A S A MTN 1454150E104187,687$2.1M0.01%
76CORE & MAIN INCCNM34,013$2.1M0.01%
77ENOVIX CORPORATIONENVX193,681$2.0M0.01%
78BEL FUSE INCBELFB20,386$2.0M0.01%
79GRUPO FINANCIERO GALICIA S.AGGAL39,394$2.0M0.01%
80UNITEDHEALTH GROUP INCUNH6,174$1.9M0.01%
81COMPOSECURE INC20459V105135,767$1.9M0.01%
82MODINE MFG CO60782810019,366$1.9M0.01%
83EXLSERVICE HOLDINGS INCEXLS42,201$1.8M0.01%
84THE REAL BROKERAGE INC75585H206401,325$1.8M0.01%
85TECHNIPFMC PLCFTI51,582$1.8M0.01%
86APPLE INCAAPL8,526$1.7M0.01%
87AMERICAN SUPERCONDUCTOR CORPAMSC47,221$1.7M0.01%
88UBER TECHNOLOGIES INCUBER18,526$1.7M0.01%
89GOOSEHEAD INS INCGSHD16,369$1.7M0.01%
90TALEN ENERGY CORPTLN5,826$1.7M0.01%
91FTAI AVIATION LTDFTAIN14,662$1.7M0.01%
92PAYLOCITY HLDG CORPPCTY9,223$1.7M0.01%
93ASTRONICS CORPATROB49,791$1.7M0.01%
94ADAPTIVE BIOTECHNOLOGIES CORADTI142,257$1.7M0.01%
95TWILIO INCTWLO13,313$1.7M0.01%
96BLOOM ENERGY CORPBE68,316$1.6M0.01%
97UNIVERSAL TECHNICAL INST INCUTI48,007$1.6M0.00%
98KRATOS DEFENSE & SEC SOLUTIO50077B20734,531$1.6M0.00%
99SPDR S&P 500 ETF TRSPY2,582$1.6M0.00%
100PORCH GROUP INCPRCH135,022$1.6M0.00%
101CORCEPT THERAPEUTICS INCCORT21,576$1.6M0.00%
102BRIDGEBIO PHARMA INCBBIO35,649$1.5M0.00%
103TRANSMEDICS GROUP INCTMDX11,385$1.5M0.00%
104LIFE TIME GROUP HOLDINGS INCLTH49,143$1.5M0.00%
105IRADIMED CORPIRMD24,889$1.5M0.00%
106PELOTON INTERACTIVE INCPTON214,366$1.5M0.00%
107HURON CONSULTING GROUP INCHURN10,568$1.5M0.00%
108MEDPACE HLDGS INCMEDP4,608$1.4M0.00%
109SAMSARA INCIOT36,165$1.4M0.00%
110HAMILTON LANE INCHLNE10,061$1.4M0.00%
111PROGYNY INCPGNY64,650$1.4M0.00%
112CORPORACION AMER ARPTS S AL1995B10768,380$1.4M0.00%
113STRIDE INCLRN9,420$1.4M0.00%
114INSIGHT ENTERPRISES INCNSIT9,897$1.4M0.00%
115VICTORY CAP HLDGS INC92645B10321,386$1.4M0.00%
116SALESFORCE INCCRM4,989$1.4M0.00%
117SHAKE SHACK INCSHAK9,632$1.4M0.00%
118ISHARES TR46428824022,082$1.3M0.00%
119CONSTRUCTION PARTNERS INCROAD12,583$1.3M0.00%
120RED VIOLET INCRDVT27,072$1.3M0.00%
121NATURAL GROCERS BY VITAMIN CNGVC33,669$1.3M0.00%
122CONSTELLATION ENERGY CORPCEG4,010$1.3M0.00%
123RAMBUS INC DELRMBS20,135$1.3M0.00%
124ASP ISOTOPES INCASPI175,138$1.3M0.00%
125EMBRAER S.A.EMBJ22,284$1.3M0.00%
126BARRETT BUSINESS SVCS INC06846310830,143$1.3M0.00%
127PURECYCLE TECHNOLOGIES INCPCTTW91,306$1.3M0.00%
128BELDEN INCBDC10,682$1.2M0.00%
129OPENLANE INCOPLN50,404$1.2M0.00%
130MIRION TECHNOLOGIES INCMIR57,230$1.2M0.00%
131SKYWEST INCSKYW11,839$1.2M0.00%
132FABRINETFN4,098$1.2M0.00%
133OPPENHEIMER HLDGS INCOPY17,982$1.2M0.00%
134VISTRA CORPVST5,973$1.2M0.00%
135ITRON INCITRI8,703$1.1M0.00%
136GRAIL INCGRAL21,938$1.1M0.00%
137ESQUIRE FINL HLDGS INC29667J10111,692$1.1M0.00%
138FIVERR INTL LTDM4R82T10636,223$1.1M0.00%
139IVANHOE ELECTRIC INCIE114,545$1.0M0.00%
140OSCAR HEALTH INCOSCR48,000$1.0M0.00%
141GRUPO SUPERVIELLE S.A.SUPV97,077$1.0M0.00%
142CURTISS WRIGHT CORPCW2,095$1.0M0.00%
143OLLIES BARGAIN OUTLET HLDGS6811161097,749$1.0M0.00%
144DUTCH BROS INCBROS14,663$1.0M0.00%
145SPROUTS FMRS MKT INC85208M1026,068$999,0360.00%
146CHEESECAKE FACTORY INCCAKE15,904$996,5450.00%
147NRG ENERGY INCNRG6,132$984,6770.00%
148LIQUIDITY SVCS INC53635B10740,628$958,4150.00%
149STRATASYS LTDSSYS81,732$937,4660.00%
150WILLSCOT HLDGS CORPWSC34,182$936,5870.00%
151PREFORMED LINE PRODS CO7404441045,652$903,2460.00%
152PROTAGONIST THERAPEUTICS INCPTGX15,999$884,2650.00%
153WAYFAIR INCW17,286$884,0060.00%
154HEALTHEQUITY INCHQY8,243$863,5370.00%
155OPPFI INCOPFI-WT60,773$850,2140.00%
156ARLO TECHNOLOGIES INCARLO49,190$834,2620.00%
157STERLING INFRASTRUCTURE INCSTRL3,569$823,4750.00%
158RAMACO RES INCMETCZ62,205$817,3740.00%
159MIRUM PHARMACEUTICALS INCMIRM15,507$789,1510.00%
160INSTALLED BLDG PRODS INC45780R1014,335$781,6870.00%
161SYMBOTIC INCSYM20,003$777,1170.00%
162REVOLVE GROUP INCRVLV38,091$763,7250.00%
163AXON ENTERPRISE INCAXON922$763,3610.00%
164LATHAM GROUP INCSWIM119,217$760,6040.00%
165WILLIS LEASE FIN CORPWLFC5,277$753,4500.00%
166PITNEY BOWES INCPBI-PB68,222$744,3020.00%
167PAGAYA TECHNOLOGIES LTDPGYWW34,483$735,1780.00%
168HONEST CO INCHNST144,048$733,2040.00%
169MAREX GROUP PLCMRX18,523$731,1030.00%
170KORNIT DIGITAL LTDKRNT36,065$718,0540.00%
171VANGUARD INTL EQUITY INDEX F9220427425,534$711,1700.00%
172MILLICOM INTL CELLULAR S AL6388F11018,753$702,6750.00%
173EVERQUOTE INCEVER28,806$696,5290.00%
174HIMS & HERS HEALTH INCHIMS13,949$695,3580.00%
175NUTANIX INCNTNX9,011$688,8010.00%
176VISTA ENERGY S.A.B. DE C.V.VSOGF14,062$672,3040.00%
177PLANET FITNESS INCPLNT5,842$637,0700.00%
178NAYAX LTDNYAX12,634$635,1110.00%
179XERIS BIOPHARMA HOLDINGS INCXERS132,994$621,0820.00%
180ADT INC DELADT72,926$617,6830.00%
181NLIGHT INCLASR30,425$598,7640.00%
182BROOKDALE SR LIVING INC11246310484,013$584,7300.00%
183NETEASE INCNETTF4,242$570,8880.00%
184ALKAMI TECHNOLOGY INCALKT18,915$570,0980.00%
185LAS VEGAS SANDS CORPLVS13,066$568,5020.00%
186ADMA BIOLOGICS INCADMA30,412$553,8030.00%
187NATERA INCNTRA3,223$544,4940.00%
188TG THERAPEUTICS INCTGTX14,768$531,5000.00%
189GUARDANT HEALTH INCGH10,183$529,9230.00%
190RIBBON COMMUNICATIONS INCRBBN130,188$522,0540.00%
191CECO ENVIRONMENTAL CORPCECO18,317$518,5540.00%
192MILLER INDS INC TENN60055120411,530$512,6240.00%
193ISHARES TR46436E7184,972$500,6310.00%
194PHREESIA INCPHR17,363$494,1510.00%
195SITIME CORPSITM2,312$492,6410.00%
196CENTRAL PAC FINL CORP15476040917,212$482,4520.00%
197E L F BEAUTY INCELF3,864$480,8360.00%
198ASCENDIS PHARMA A/SASND2,719$469,2990.00%
199HOULIHAN LOKEY INCHLI2,555$459,7720.00%
200ACUITY INCAYI1,540$459,4440.00%
201RESOLUTE HLDGS MGMT INC76134H10114,337$456,9200.00%
202ASTEC INDS INC04622410110,956$456,7560.00%
203AUTODESK INCADSK1,399$433,1770.00%
204YPF SOCIEDAD ANONIMAYPF13,701$430,8960.00%
205TEMPUS AI INCTEM6,759$429,4670.00%
206GATES INDL CORP PLCG3910810818,615$428,7030.00%
207WESTERN ALLIANCE BANCORPWAL-PA5,483$427,5640.00%
208ALLISON TRANSMISSION HLDGS IALSN4,389$416,9110.00%
209THREDUP INCTDUP52,989$396,8880.00%
210FIRSTSERVICE CORP NEWFSV2,247$392,3710.00%
211CCC INTELLIGENT SOLUTIONS HLCCC41,498$390,4960.00%
212ALPHATEC HLDGS INCATEC34,192$379,5310.00%
213OCULIS HOLDING AGOCSAW19,472$377,9520.00%
214KURA SUSHI USA INCKRUS4,379$376,9440.00%
215SERVICETITAN INCTTAN3,461$370,9500.00%
216APPLIED INDL TECHNOLOGIES IN03820C1051,565$363,7840.00%
217DOXIMITY INCDOCS5,915$362,8260.00%
218GENERAC HLDGS INCGNRC2,530$362,3210.00%
219AXSOME THERAPEUTICS INCAXSM3,232$337,3880.00%
220SWEETGREEN INCSG22,651$337,0470.00%
221PALANTIR TECHNOLOGIES INCPLTR2,449$333,8480.00%
222PENNANT GROUP INCPNTG10,960$327,1560.00%
223TREX CO INCTREX5,961$324,1590.00%
224PAYPAL HLDGS INCPYPL4,228$314,2250.00%
225D MARKET ELECTR SVCS & TRADI23292B104114,817$310,0060.00%
226MERUS N VN5749R1005,834$306,8680.00%
227SIONNA THERAPEUTICS INCSION16,975$294,5160.00%
228INTAPP INCINTA5,595$288,8140.00%
229AEHR TEST SYSAEHR21,000$271,5300.00%
230BLACKLINE INCBL4,763$269,6810.00%
231BUTTERFLY NETWORK INCBFLY134,802$269,6040.00%
232XOMETRY INCXMTR7,702$260,2510.00%
233NIKE INCNKE3,654$259,5980.00%
234CLEARWATER ANALYTICS HLDGS ICWAN11,785$258,4450.00%
235LUXEXPERIENCE BV55406W10330,459$241,8440.00%
236REPLIGEN CORPRGEN1,917$238,4360.00%
237AAON INCAAON3,203$236,2210.00%
238ISHARES TR464287200355$220,4200.00%
239SITEONE LANDSCAPE SUPPLY INCSITE1,821$220,2320.00%
240QUALYS INCQLYS1,452$207,4470.00%