13F HOLDINGS REPORT
POLEN CAPITAL MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001172661-25-004691
Total Value
$30.80B
Positions
232
Other Managers
0
Confidential Omitted
No
Holdings (232)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ORACLE CORP | ORCL-PD | 9,288,638 | $2.61B | 8.48% |
| 2 | MICROSOFT CORP | MSFT | 5,020,158 | $2.60B | 8.44% |
| 3 | AMAZON COM INC | AMZN | 11,246,528 | $2.47B | 8.02% |
| 4 | SHOPIFY INC | SHOP | 11,060,906 | $1.64B | 5.34% |
| 5 | MASTERCARD INCORPORATED | MA | 2,741,243 | $1.56B | 5.06% |
| 6 | VISA INC | V | 4,340,224 | $1.48B | 4.81% |
| 7 | BROADCOM INC | AVGO | 4,485,854 | $1.48B | 4.80% |
| 8 | ELI LILLY & CO | LLY | 1,622,967 | $1.24B | 4.02% |
| 9 | NVIDIA CORPORATION | NVDA | 6,297,034 | $1.17B | 3.81% |
| 10 | ALPHABET INC | GOOG | 4,640,242 | $1.13B | 3.67% |
| 11 | ZOETIS INC | ZTS | 7,516,911 | $1.10B | 3.57% |
| 12 | SERVICENOW INC | NOW | 1,124,076 | $1.03B | 3.36% |
| 13 | ABBOTT LABS | ABLZF | 7,420,604 | $993.9M | 3.23% |
| 14 | MSCI INC | MSCI | 1,583,939 | $898.7M | 2.92% |
| 15 | AON PLC | AON | 2,490,167 | $887.9M | 2.88% |
| 16 | STARBUCKS CORP | SBUX | 8,881,141 | $751.3M | 2.44% |
| 17 | IDEXX LABS INC | 45168D104 | 1,127,147 | $720.1M | 2.34% |
| 18 | ADOBE INC | ADBE | 1,857,198 | $655.1M | 2.13% |
| 19 | ACCENTURE PLC IRELAND | ACN | 2,461,759 | $607.1M | 1.97% |
| 20 | NETFLIX INC | NFLX | 478,880 | $574.1M | 1.86% |
| 21 | PAYCOM SOFTWARE INC | PAYC | 2,636,423 | $548.7M | 1.78% |
| 22 | BOSTON SCIENTIFIC CORP | BSX | 5,598,286 | $546.6M | 1.77% |
| 23 | COSTAR GROUP INC | CSGP | 6,380,909 | $538.4M | 1.75% |
| 24 | SYNOPSYS INC | SNPS | 1,044,800 | $515.5M | 1.67% |
| 25 | AIRBNB INC | ABNB | 3,974,571 | $482.6M | 1.57% |
| 26 | INTUIT | INTU | 661,727 | $451.9M | 1.47% |
| 27 | WORKDAY INC | WDAY | 1,862,271 | $448.3M | 1.46% |
| 28 | UBER TECHNOLOGIES INC | UBER | 4,570,653 | $447.8M | 1.45% |
| 29 | MERCADOLIBRE INC | MELI | 49,515 | $115.7M | 0.38% |
| 30 | ALPHABET INC | GOOG | 473,431 | $115.1M | 0.37% |
| 31 | ISHARES TR | 464287614 | 227,851 | $106.7M | 0.35% |
| 32 | SAP SE | SAPGF | 344,952 | $92.2M | 0.30% |
| 33 | ICON PLC | ICLR | 443,461 | $77.6M | 0.25% |
| 34 | WILLIS TOWERS WATSON PLC LTD | WTW | 219,784 | $75.9M | 0.25% |
| 35 | THERMO FISHER SCIENTIFIC INC | TMO | 114,513 | $55.5M | 0.18% |
| 36 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 177,059 | $49.5M | 0.16% |
| 37 | ISHARES TR | 464288257 | 190,449 | $26.3M | 0.09% |
| 38 | NU HLDGS LTD | NU | 1,541,162 | $24.7M | 0.08% |
| 39 | MONDAY COM LTD | MNDY | 125,811 | $24.4M | 0.08% |
| 40 | HDFC BANK LTD | HDB | 593,360 | $20.3M | 0.07% |
| 41 | ASML HOLDING N V | ASMLF | 19,797 | $19.2M | 0.06% |
| 42 | ISHARES TR | 464288513 | 200,000 | $16.2M | 0.05% |
| 43 | TENCENT MUSIC ENTMT GROUP | XHLD | 561,433 | $13.1M | 0.04% |
| 44 | SEA LTD | SE | 70,233 | $12.6M | 0.04% |
| 45 | MEDTRONIC PLC | MDT | 124,956 | $11.9M | 0.04% |
| 46 | BLOOM ENERGY CORP | BE | 131,390 | $11.1M | 0.04% |
| 47 | ON HLDG AG | H5919C104 | 258,374 | $10.9M | 0.04% |
| 48 | ARGAN INC | AGX | 37,533 | $10.1M | 0.03% |
| 49 | DLOCAL LTD | DLO | 699,379 | $10.0M | 0.03% |
| 50 | INVESCO EXCHANGE TRADED FD T | IVZ | 44,774 | $8.5M | 0.03% |
| 51 | PDD HOLDINGS INC | PDD | 63,283 | $8.4M | 0.03% |
| 52 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 87,289 | $8.2M | 0.03% |
| 53 | GLOBANT S A | GLOB | 135,108 | $7.8M | 0.03% |
| 54 | SPOTIFY TECHNOLOGY S A | SPOT | 11,075 | $7.7M | 0.03% |
| 55 | GENEDX HOLDINGS CORP | WGSWW | 68,169 | $7.3M | 0.02% |
| 56 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 210,976 | $7.3M | 0.02% |
| 57 | POWELL INDS INC | 739128106 | 23,357 | $7.1M | 0.02% |
| 58 | ICICI BANK LIMITED | IBN | 224,267 | $6.8M | 0.02% |
| 59 | BWX TECHNOLOGIES INC | BWXT | 36,748 | $6.8M | 0.02% |
| 60 | RAMACO RES INC | METCZ | 182,332 | $6.1M | 0.02% |
| 61 | VSE CORP | VSECU | 34,420 | $5.7M | 0.02% |
| 62 | VANGUARD INDEX FDS | 922908736 | 11,625 | $5.6M | 0.02% |
| 63 | JOBY AVIATION INC | JOBY-WT | 318,267 | $5.1M | 0.02% |
| 64 | IES HLDGS INC | IESC | 12,144 | $4.8M | 0.02% |
| 65 | KAROOOOO LTD | KARO | 82,608 | $4.7M | 0.02% |
| 66 | MODINE MFG CO | 607828100 | 32,523 | $4.6M | 0.02% |
| 67 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 291,197 | $4.4M | 0.01% |
| 68 | ISHARES TR | 464288240 | 61,612 | $4.0M | 0.01% |
| 69 | CARVANA CO | CVNA | 10,456 | $3.9M | 0.01% |
| 70 | APPLE INC | AAPL | 15,355 | $3.9M | 0.01% |
| 71 | TESLA INC | TSLA | 8,590 | $3.8M | 0.01% |
| 72 | SOFI TECHNOLOGIES INC | SOFI | 143,218 | $3.8M | 0.01% |
| 73 | PORCH GROUP INC | PRCH | 217,423 | $3.6M | 0.01% |
| 74 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 339,427 | $3.6M | 0.01% |
| 75 | HCI GROUP INC | HCIIP | 18,168 | $3.5M | 0.01% |
| 76 | CAMECO CORP | CCJ | 38,622 | $3.2M | 0.01% |
| 77 | FIRST TR EXCHANGE-TRADED FD | 337344105 | 22,529 | $3.2M | 0.01% |
| 78 | CECO ENVIRONMENTAL CORP | CECO | 60,223 | $3.1M | 0.01% |
| 79 | NUSCALE PWR CORP | NU | 83,543 | $3.0M | 0.01% |
| 80 | PELOTON INTERACTIVE INC | PTON | 324,372 | $2.9M | 0.01% |
| 81 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 47,291 | $2.8M | 0.01% |
| 82 | BEL FUSE INC | BELFB | 19,539 | $2.8M | 0.01% |
| 83 | WAYFAIR INC | W | 29,861 | $2.7M | 0.01% |
| 84 | VANGUARD INDEX FDS | 922908629 | 8,690 | $2.6M | 0.01% |
| 85 | GLOBAL X FDS | 37954Y889 | 30,866 | $2.5M | 0.01% |
| 86 | DAVE INC | 23834J201 | 12,429 | $2.5M | 0.01% |
| 87 | FIRST SOLAR INC | FSLR | 11,214 | $2.5M | 0.01% |
| 88 | ASTRONICS CORP | ATROB | 53,993 | $2.5M | 0.01% |
| 89 | GARTNER INC | IT | 9,284 | $2.4M | 0.01% |
| 90 | AFFIRM HLDGS INC | AFRM | 33,096 | $2.4M | 0.01% |
| 91 | IVANHOE ELECTRIC INC | IE | 188,274 | $2.4M | 0.01% |
| 92 | CORCEPT THERAPEUTICS INC | CORT | 28,363 | $2.4M | 0.01% |
| 93 | PAGAYA TECHNOLOGIES LTD | PGYWW | 75,870 | $2.3M | 0.01% |
| 94 | ASP ISOTOPES INC | ASPI | 232,913 | $2.2M | 0.01% |
| 95 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 23,719 | $2.2M | 0.01% |
| 96 | IRADIMED CORP | IRMD | 28,459 | $2.0M | 0.01% |
| 97 | TECHNIPFMC PLC | FTI | 50,920 | $2.0M | 0.01% |
| 98 | COMMVAULT SYS INC | CVLT | 10,395 | $2.0M | 0.01% |
| 99 | HOWARD HUGHES HOLDINGS INC | HHH | 23,823 | $2.0M | 0.01% |
| 100 | BRIDGEBIO PHARMA INC | BBIO | 36,164 | $1.9M | 0.01% |
| 101 | WARBY PARKER INC | WRBY | 66,730 | $1.8M | 0.01% |
| 102 | FTAI AVIATION LTD | FTAIN | 10,805 | $1.8M | 0.01% |
| 103 | MIRION TECHNOLOGIES INC | MIR | 76,119 | $1.8M | 0.01% |
| 104 | TALEN ENERGY CORP | TLN | 4,032 | $1.7M | 0.01% |
| 105 | STRIDE INC | LRN | 11,233 | $1.7M | 0.01% |
| 106 | SPDR S&P 500 ETF TR | SPY | 2,507 | $1.7M | 0.01% |
| 107 | BARRETT BUSINESS SVCS INC | 068463108 | 36,833 | $1.6M | 0.01% |
| 108 | RED VIOLET INC | RDVT | 30,233 | $1.6M | 0.01% |
| 109 | ODDITY TECH LTD | ODD | 24,909 | $1.6M | 0.01% |
| 110 | NLIGHT INC | LASR | 51,818 | $1.5M | 0.00% |
| 111 | LIMBACH HLDGS INC | LMB | 15,740 | $1.5M | 0.00% |
| 112 | HURON CONSULTING GROUP INC | HURN | 10,298 | $1.5M | 0.00% |
| 113 | RESOLUTE HLDGS MGMT INC | 76134H101 | 20,915 | $1.5M | 0.00% |
| 114 | CARPENTER TECHNOLOGY CORP | CRS | 6,087 | $1.5M | 0.00% |
| 115 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 10,104 | $1.5M | 0.00% |
| 116 | BROOKDALE SR LIVING INC | 112463104 | 166,855 | $1.4M | 0.00% |
| 117 | CONSTELLATION ENERGY CORP | CEG | 4,199 | $1.4M | 0.00% |
| 118 | CONSTRUCTION PARTNERS INC | ROAD | 10,873 | $1.4M | 0.00% |
| 119 | OPENLANE INC | OPLN | 47,742 | $1.4M | 0.00% |
| 120 | TEMPUS AI INC | TEM | 16,845 | $1.4M | 0.00% |
| 121 | ABCELLERA BIOLOGICS INC | ABCL | 269,248 | $1.4M | 0.00% |
| 122 | PROTAGONIST THERAPEUTICS INC | PTGX | 20,325 | $1.4M | 0.00% |
| 123 | LATHAM GROUP INC | SWIM | 166,689 | $1.3M | 0.00% |
| 124 | SKYWEST INC | SKYW | 12,199 | $1.2M | 0.00% |
| 125 | PURECYCLE TECHNOLOGIES INC | PCTTW | 92,364 | $1.2M | 0.00% |
| 126 | OPPENHEIMER HLDGS INC | OPY | 16,343 | $1.2M | 0.00% |
| 127 | EMBRAER S.A. | EMBJ | 19,858 | $1.2M | 0.00% |
| 128 | ESQUIRE FINL HLDGS INC | 29667J101 | 11,709 | $1.2M | 0.00% |
| 129 | VICTORY CAP HLDGS INC | 92645B103 | 18,135 | $1.2M | 0.00% |
| 130 | IRSA INVERSIONES Y REP S A | 450047303 | 95,306 | $1.1M | 0.00% |
| 131 | LIQUIDITY SVCS INC | 53635B107 | 40,688 | $1.1M | 0.00% |
| 132 | STERLING INFRASTRUCTURE INC | STRL | 3,273 | $1.1M | 0.00% |
| 133 | PREFORMED LINE PRODS CO | 740444104 | 5,660 | $1.1M | 0.00% |
| 134 | XERIS BIOPHARMA HOLDINGS INC | XERS | 133,191 | $1.1M | 0.00% |
| 135 | GUARDANT HEALTH INC | GH | 17,271 | $1.1M | 0.00% |
| 136 | MERUS N V | N5749R100 | 11,460 | $1.1M | 0.00% |
| 137 | THREDUP INC | TDUP | 110,370 | $1.0M | 0.00% |
| 138 | CURTISS WRIGHT CORP | CW | 1,909 | $1.0M | 0.00% |
| 139 | ARLO TECHNOLOGIES INC | ARLO | 60,486 | $1.0M | 0.00% |
| 140 | PITNEY BOWES INC | PBI-PB | 88,476 | $1.0M | 0.00% |
| 141 | GRAIL INC | GRAL | 16,673 | $985,874 | 0.00% |
| 142 | THE REAL BROKERAGE INC | 75585H206 | 234,626 | $980,737 | 0.00% |
| 143 | MIRUM PHARMACEUTICALS INC | MIRM | 13,339 | $977,882 | 0.00% |
| 144 | NRG ENERGY INC | NRG | 6,009 | $973,158 | 0.00% |
| 145 | CLEAR SECURE INC | YOU | 28,871 | $963,714 | 0.00% |
| 146 | SIONNA THERAPEUTICS INC | SION | 31,258 | $919,298 | 0.00% |
| 147 | LIFE TIME GROUP HOLDINGS INC | LTH | 32,740 | $903,624 | 0.00% |
| 148 | SALESFORCE INC | CRM | 3,752 | $889,335 | 0.00% |
| 149 | ASTEC INDS INC | 046224101 | 18,108 | $871,538 | 0.00% |
| 150 | E L F BEAUTY INC | ELF | 6,478 | $858,205 | 0.00% |
| 151 | MILLICOM INTL CELLULAR S A | L6388F110 | 17,662 | $857,313 | 0.00% |
| 152 | UNIVERSAL TECHNICAL INST INC | UTI | 25,247 | $821,790 | 0.00% |
| 153 | CORPORACION AMER ARPTS S A | L1995B107 | 43,651 | $790,956 | 0.00% |
| 154 | ARCHER AVIATION INC | ACHR-WT | 81,485 | $780,626 | 0.00% |
| 155 | CHEESECAKE FACTORY INC | CAKE | 14,226 | $777,309 | 0.00% |
| 156 | AXOS FINANCIAL INC | AX | 9,179 | $777,002 | 0.00% |
| 157 | THE REALREAL INC | 88339P101 | 72,088 | $766,295 | 0.00% |
| 158 | ALPHATEC HLDGS INC | ATEC | 51,700 | $751,718 | 0.00% |
| 159 | PROCTER AND GAMBLE CO | 742718109 | 4,850 | $745,203 | 0.00% |
| 160 | AUTOMATIC DATA PROCESSING IN | ADP | 2,461 | $722,317 | 0.00% |
| 161 | HIMS & HERS HEALTH INC | HIMS | 12,624 | $716,033 | 0.00% |
| 162 | AEHR TEST SYS | AEHR | 23,308 | $701,804 | 0.00% |
| 163 | COCA COLA CO | KO | 10,490 | $695,697 | 0.00% |
| 164 | COMPOSECURE INC | 20459V105 | 33,395 | $695,284 | 0.00% |
| 165 | OPPFI INC | OPFI-WT | 60,986 | $690,971 | 0.00% |
| 166 | ADT INC DEL | ADT | 78,137 | $680,573 | 0.00% |
| 167 | SCHOLAR ROCK HLDG CORP | SRRK | 18,060 | $672,554 | 0.00% |
| 168 | SES AI CORPORATION | SES-WT | 399,134 | $666,554 | 0.00% |
| 169 | NUTANIX INC | NTNX | 8,820 | $656,120 | 0.00% |
| 170 | TRANSMEDICS GROUP INC | TMDX | 5,690 | $638,418 | 0.00% |
| 171 | PEPSICO INC | PEP | 4,528 | $635,912 | 0.00% |
| 172 | VANGUARD INTL EQUITY INDEX F | 922042742 | 4,586 | $631,889 | 0.00% |
| 173 | STRATASYS LTD | SSYS | 52,828 | $591,674 | 0.00% |
| 174 | WESTERN ALLIANCE BANCORP | WAL-PA | 6,652 | $576,861 | 0.00% |
| 175 | NATURAL GROCERS BY VITAMIN C | NGVC | 14,277 | $571,080 | 0.00% |
| 176 | CHEFS WHSE INC | 163086101 | 9,493 | $553,727 | 0.00% |
| 177 | ACUITY INC | AYI | 1,603 | $552,057 | 0.00% |
| 178 | ASCENDIS PHARMA A/S | ASND | 2,766 | $549,908 | 0.00% |
| 179 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 12,567 | $539,753 | 0.00% |
| 180 | VISTRA CORP | VST | 2,727 | $534,274 | 0.00% |
| 181 | DOXIMITY INC | DOCS | 7,211 | $527,485 | 0.00% |
| 182 | CENTRAL PAC FINL CORP | 154760409 | 17,237 | $522,971 | 0.00% |
| 183 | UNITEDHEALTH GROUP INC | UNH | 1,483 | $511,943 | 0.00% |
| 184 | ALIBABA GROUP HLDG LTD | BBAAY | 2,850 | $509,381 | 0.00% |
| 185 | MCDONALDS CORP | MCD | 1,659 | $504,154 | 0.00% |
| 186 | ZILLOW GROUP INC | Z | 6,539 | $503,830 | 0.00% |
| 187 | MUELLER INDS INC | 624756102 | 4,977 | $503,224 | 0.00% |
| 188 | ISHARES TR | 46436E718 | 4,972 | $500,680 | 0.00% |
| 189 | PURE STORAGE INC | 74624M102 | 5,963 | $499,759 | 0.00% |
| 190 | GATES INDL CORP PLC | G39108108 | 19,344 | $480,118 | 0.00% |
| 191 | CAVA GROUP INC | CAVA | 7,922 | $478,568 | 0.00% |
| 192 | EVERQUOTE INC | EVER | 20,871 | $477,320 | 0.00% |
| 193 | NATERA INC | NTRA | 2,926 | $470,998 | 0.00% |
| 194 | SYMBOTIC INC | SYM | 8,385 | $451,952 | 0.00% |
| 195 | XOMETRY INC | XMTR | 8,290 | $451,556 | 0.00% |
| 196 | BAIDU INC | BAIDF | 3,413 | $449,731 | 0.00% |
| 197 | MICROVAST HOLDINGS INC | MVSTW | 113,150 | $435,628 | 0.00% |
| 198 | NAYAX LTD | NYAX | 9,124 | $434,394 | 0.00% |
| 199 | AUTODESK INC | ADSK | 1,302 | $413,542 | 0.00% |
| 200 | OSCAR HEALTH INC | OSCR | 21,536 | $407,676 | 0.00% |
| 201 | MEDPACE HLDGS INC | MEDP | 792 | $407,215 | 0.00% |
| 202 | IHEARTMEDIA INC | IHETW | 141,709 | $406,705 | 0.00% |
| 203 | NETEASE INC | NETTF | 2,669 | $405,661 | 0.00% |
| 204 | META PLATFORMS INC | META | 538 | $394,995 | 0.00% |
| 205 | AEROVIRONMENT INC | AVAV | 1,135 | $357,400 | 0.00% |
| 206 | KODIAK SCIENCES INC | KOD | 21,567 | $353,052 | 0.00% |
| 207 | WILLIS LEASE FIN CORP | WLFC | 2,572 | $352,595 | 0.00% |
| 208 | VANGUARD INDEX FDS | 922908512 | 2,000 | $349,160 | 0.00% |
| 209 | UNITY SOFTWARE INC | U | 8,635 | $345,745 | 0.00% |
| 210 | RIBBON COMMUNICATIONS INC | RBBN | 87,246 | $331,535 | 0.00% |
| 211 | SWEETGREEN INC | SG | 40,133 | $320,261 | 0.00% |
| 212 | ALNYLAM PHARMACEUTICALS INC | ALNY | 693 | $316,008 | 0.00% |
| 213 | TWILIO INC | TWLO | 3,011 | $301,371 | 0.00% |
| 214 | LUXEXPERIENCE BV | 55406W103 | 30,504 | $259,284 | 0.00% |
| 215 | PAYPAL HLDGS INC | PYPL | 3,815 | $255,830 | 0.00% |
| 216 | RUBRIK INC. | RBRK | 2,998 | $246,586 | 0.00% |
| 217 | NIKE INC | NKE | 3,509 | $244,710 | 0.00% |
| 218 | EOS ENERGY ENTERPRISES INC | EOSE | 21,080 | $240,101 | 0.00% |
| 219 | ARMSTRONG WORLD INDS INC NEW | 04247X102 | 1,187 | $232,664 | 0.00% |
| 220 | SERVICETITAN INC | TTAN | 2,242 | $226,061 | 0.00% |
| 221 | BEAM THERAPEUTICS INC | BEAM | 9,133 | $221,658 | 0.00% |
| 222 | AXON ENTERPRISE INC | AXON | 299 | $214,574 | 0.00% |
| 223 | UPWORK INC | UPWK | 11,384 | $211,401 | 0.00% |
| 224 | APPFOLIO INC | APPF | 753 | $207,572 | 0.00% |
| 225 | GUIDEWIRE SOFTWARE INC | GWRE | 902 | $207,334 | 0.00% |
| 226 | CHEWY INC | CHWY | 5,121 | $207,144 | 0.00% |
| 227 | NEWMARK GROUP INC | NMRK | 11,081 | $206,661 | 0.00% |
| 228 | SAVERS VALUE VLG INC | 80517M109 | 13,022 | $172,542 | 0.00% |
| 229 | BED BATH & BEYOND INC | BBBY-WT | 15,164 | $148,456 | 0.00% |
| 230 | NEXGEN ENERGY LTD | NXE | 12,308 | $110,157 | 0.00% |
| 231 | AURORA INNOVATION INC | AUROW | 18,365 | $98,987 | 0.00% |
| 232 | BRILLIANT EARTH GROUP INC | BRLT | 44,586 | $92,293 | 0.00% |