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Polen Capital

Polen Capital Management LLC

Period:  Q4, 2025
Filed Date:  Feb 12, 2026
Reported Date:  Dec 31, 2025
No. of Stocks:  231
Portfolio Value:  23.42B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

AMZN - Amazon.com inc

8.530%Reduced 23.05%8.65M2.00B$230.820

MSFT - Microsoft corp

8.076%Reduced 22.11%3.91M1.89B$483.620

ORCL - Oracle corp

5.981%Reduced 22.64%7.19M1.40B$194.910

LLY - Eli lilly and co

5.719%Reduced 23.22%1.25M1.34B$1074.680

GOOG - Alphabet inc

5.385%Reduced 13.41%4.02M1.26B$313.800

AVGO - Broadcom inc

5.220%Reduced 21.27%3.53M1.22B$346.100

MA - Mastercard inc

5.197%Reduced 22.24%2.13M1.22B$570.880

V - Visa inc

5.055%Reduced 22.23%3.38M1.18B$350.710

SHOP - Shopify inc

4.951%Reduced 34.89%7.20M1.16B$160.970

NVDA - Nvidia corp

4.244%Reduced 15.39%5.33M993.69M$186.500

NOW - Servicenow inc

3.716%Add 405.37%5.68M870.24M$153.190

MSCI - Msci inc

3.261%Reduced 15.96%1.33M763.68M$573.730

ZTS - Zoetis inc

2.989%Reduced 26.00%5.56M699.89M$125.820

AON - Aon plc

2.782%Reduced 25.86%1.85M651.52M$352.880

IDXX - Idexx laboratories inc

2.775%Reduced 14.78%960.537K649.83M$676.530

SBUX - Starbucks corp

2.440%Reduced 23.60%6.79M571.39M$84.210

ACN - Accenture plc

2.157%Reduced 23.52%1.88M505.13M$268.300

ABT - Abbott laboratories

2.120%Reduced 46.61%3.96M496.43M$125.290

ISRG - Intuitive surgical inc

2.038%Buy842.618K477.22M$566.360

ADBE - Adobe inc

2.011%Reduced 27.55%1.35M470.94M$349.990

ABNB - Airbnb inc

1.757%Reduced 23.75%3.03M411.33M$135.720

SNPS - Synopsys inc

1.695%Reduced 19.13%844.881K396.86M$469.720

BSX - Boston scientific corp

1.637%Reduced 28.20%4.02M383.26M$95.350

IWF - Ishares russell 1000 growth

1.569%Add 240.61%776.086K367.32M$473.300

INTU - Intuit inc

1.450%Reduced 22.53%512.656K339.59M$662.420

CSGP - Costar group inc

1.404%Reduced 23.35%4.89M328.87M$67.240

PAYC - Paycom software inc

1.249%Reduced 30.40%1.84M292.43M$159.360

UBER - Uber technologies inc

1.244%Reduced 21.99%3.57M291.36M$81.710

MELI - Mercadolibre inc

0.412%Reduced 3.22%47.92K96.52M$2014.258

ACWI - Ishares msci acwi etf

0.369%Add 220.37%610.133K86.33M$141.490

TSM - Taiwan semiconductor manufacturing co ltd

0.260%Add 13.29%200.593K60.96M$303.890

SAP - Sap se

0.242%Reduced 32.36%233.332K56.68M$242.910

SPOT - Spotify technology sa

0.178%Add 547.02%71.658K41.61M$580.708

NU - Nu holdings ltd

0.083%Reduced 24.87%1.16M19.38M$16.740

ICLR - Icon plc

0.082%Reduced 76.28%105.206K19.17M$182.220

NFLX - Netflix inc

0.070%Reduced 63.71%173.797K16.30M$93.760

VUG - Vanguard growth etf

0.069%Add 184.94%33.124K16.16M$487.857

HDB - Hdfc bank ltd

0.057%Reduced 38.15%367.007K13.41M$36.540

ASML - Asml holding nv

0.051%Reduced 43.45%11.195K11.98M$1069.880

MNDY - Monday.com ltd

0.050%Reduced 36.94%79.332K11.71M$147.561

GOOGL - Alphabet inc

0.041%Reduced 93.48%30.864K9.66M$312.999

IVV - Ishares core s&p 500 etf

0.040%Buy13.669K9.36M$684.940

ONON - On holding ag

0.039%Reduced 24.73%194.483K9.04M$46.480

WTW - Willis towers watson plc

0.038%Reduced 87.52%27.425K9.01M$328.601

ACWX - Ishares msci acwi ex us etf

0.036%Add 105.74%126.761K8.51M$67.130

MDT - Medtronic plc

0.035%Reduced 32.38%84.5K8.12M$96.059

AGX - Argan inc

0.033%Reduced 33.70%24.886K7.80M$313.320

WGS - Genedx holdings corp

0.033%Reduced 12.19%59.861K7.79M$130.060

TME - Tencent music entertainment group

0.031%Reduced 26.53%412.467K7.23M$17.530

DLO - Dlocal ltd

0.028%Reduced 33.25%466.809K6.60M$14.140

BE - Bloom energy corp

0.028%Reduced 42.59%75.434K6.55M$86.890

POWL - Powell industries inc

0.028%Reduced 12.91%20.341K6.48M$318.780

VSEC - Vse corp

0.025%Reduced 0.09%34.39K5.94M$172.770

GLOB - Globant s.a.

0.025%Reduced 33.04%90.462K5.91M$65.370

BWXT - Bwx technologies inc

0.024%Reduced 12.03%32.328K5.59M$172.840

SE - Sea ltd

0.023%Reduced 39.19%42.71K5.45M$127.571

ADPT - Adaptive biotechnologies corp

0.023%Add 11.87%325.767K5.29M$16.240

VT - Vanguard tot world stk etf

0.020%Add 632.49%33.592K4.74M$141.058

SPY - Spdr® s&p 500 etf trust

0.020%Add 167.93%67174.58M$681.963

MMYT - Makemytrip ltd

0.019%Reduced 38.53%53.658K4.41M$82.121
Resolute hldgs mgmt inc
0.018%20.915K4.32M$206.430

IESC - Ies holdings inc

0.018%Reduced 9.91%10.941K4.26M$389.020

CECO - Ceco environmental corp

0.018%Add 15.86%69.775K4.18M$59.850

BELFB - Bel fuse inc

0.016%Add 15.27%22.522K3.82M$169.630

CVNA - Carvana co

0.016%Reduced 14.17%89743.79M$422.020

IBN - Icici bank ltd

0.016%Reduced 44.77%123.872K3.69M$29.800

TSLA - Tesla inc

0.016%Reduced 4.88%81713.67M$449.720

PDD - Pdd holdings inc

0.015%Reduced 50.49%31.329K3.55M$113.390

HCI - Hci group inc

0.015%Reduced 0.23%18.126K3.47M$191.690

KARO - Karooooo ltd

0.015%Reduced 9.43%74.821K3.40M$45.500

JOBY - Joby aviation inc

0.014%Reduced 21.43%250.067K3.30M$13.200

SOFI - Sofi technologies, inc.

0.013%Reduced 17.99%117.45K3.07M$26.180

BBIO - Bridgebio pharma inc

0.012%Add 5.74%38.241K2.93M$76.490

ATRO - Astronics corp

0.012%Reduced 0.56%53.691K2.91M$54.240

REAL - Realreal inc

0.012%Add 142.88%175.088K2.76M$15.780

W - Wayfair inc.

0.012%Reduced 10.06%26.857K2.70M$100.410

IRMD - Iradimed corp

0.011%Reduced 5.51%26.891K2.62M$97.280

DAVE - Dave inc

0.011%Reduced 5.02%11.805K2.61M$221.410

HURN - Huron consulting group inc

0.011%Add 46.49%15.086K2.61M$172.910

CCJ - Cameco corp

0.011%Reduced 27.05%28.174K2.58M$91.490

IE - Ivanhoe electric inc

0.011%Reduced 16.14%157.882K2.52M$15.980

AFRM - Affirm holdings inc

0.010%Reduced 0.38%32.969K2.45M$74.430

WDAY - Workday inc

0.010%Reduced 99.42%10.782K2.32M$214.785

LASR - Nlight inc

0.010%Add 18.92%61.624K2.31M$37.510

AMPX - Amprius technologies inc

0.010%Reduced 15.07%288.29K2.27M$7.890

CATH - Global x s&p 500 ca val etf

0.010%Reduced 10.69%27.566K2.27M$82.227

SPHR - Sphere entertainment co

0.010%Buy23.828K2.27M$95.080

IT - Gartner inc

0.009%Reduced 5.72%87532.21M$252.291

PL - Planet labs pbc

0.009%Buy111.538K2.20M$19.720

FSLR - First solar, inc.

0.009%Reduced 25.97%83022.17M$261.230

BKD - Brookdale senior living inc

0.009%Add 20.22%200.588K2.16M$10.790

AAPL - Apple inc

0.009%Reduced 49.70%77242.10M$271.847

ATEC - Alphatec holdings inc

0.009%Add 85.22%95.761K2.01M$21.040

GH - Guardant health inc

0.009%Add 13.87%19.667K2.01M$102.140

MOD - Modine manufacturing co

0.008%Reduced 56.00%14.309K1.91M$133.510

CRS - Carpenter technology corp

0.008%Reduced 0.41%60621.91M$314.840

VTI - Vanguard total stock mkt etf

0.008%Buy56771.90M$335.270

MIR - Mirion technologies inc

0.008%Add 4.34%79.419K1.86M$23.420

BFLY - Butterfly network inc

0.008%Buy472.971K1.80M$3.800

PTGX - Protagonist therapeutics inc

0.008%Add 0.12%20.349K1.78M$87.340

RDVT - Red violet inc

0.007%Add 0.31%30.328K1.73M$56.950

IRS - Irsa inversiones y representaciones sa

0.007%Add 7.98%102.911K1.70M$16.540

FTI - Technipfmc plc

0.007%Reduced 29.47%35.915K1.60M$44.560

METC - Ramaco resources inc

0.007%Reduced 51.46%88.507K1.59M$18.000

KTOS - Kratos defense and security solutions inc

0.006%Reduced 16.96%19.697K1.50M$75.910

YOU - Clear secure inc

0.006%Add 36.21%39.325K1.38M$35.080

KAR - Openlane inc

0.006%Reduced 3.11%46.259K1.38M$29.780

CAAP - Corporacion america airports sa

0.006%Add 18.94%51.919K1.35M$26.000

TMO - Thermo fisher scientific inc

0.006%Reduced 97.99%23071.34M$579.497

XMTR - Xometry inc

0.006%Add 169.25%22.321K1.33M$59.470
Pagaya technologies ltd
0.006%Reduced 16.31%63.497K1.33M$20.900

TMDX - Transmedics group inc

0.006%Add 90.30%10.828K1.32M$121.650

SOI - Solaris oilfield infrastructure inc

0.006%Buy28.597K1.31M$45.970

ERO - Ero copper corp

0.006%Buy45.544K1.29M$28.290
Sionna therapeutics inc
0.005%31.258K1.29M$41.140

ESTA - Establishment labs holdings inc

0.005%Buy17.475K1.27M$72.880

ESQ - Esquire financial holdings inc

0.005%11.709K1.20M$102.070

OPY - Oppenheimer holdings inc

0.005%16.343K1.18M$72.290

PLPC - Preformed line products co

0.005%56601.17M$206.710
Grail inc
0.005%Reduced 18.87%13.526K1.16M$85.590

LQDA - Liquidia corp

0.005%Buy33.538K1.16M$34.490

KOD - Kodiak sciences inc

0.005%Add 91.68%41.34K1.16M$27.960

GGAL - Grupo financiero galicia sa

0.005%Buy21.373K1.15M$53.940

ROAD - Construction partners inc

0.005%Reduced 2.37%10.615K1.15M$108.550

AORT - Artivion inc

0.005%Buy25.259K1.15M$45.610

CRDO - Credo technology group holding ltd

0.005%Reduced 21.66%79151.14M$143.890

HHH - Howard hughes holdings inc

0.005%Reduced 41.32%13.98K1.12M$79.770
Rocket lab corp
0.005%Buy15.324K1.07M$69.760

MIRM - Mirum pharmaceuticals inc

0.005%Add 0.16%13.36K1.06M$78.990

XERS - Xeris biopharma holdings inc

0.004%Add 0.17%133.416K1.05M$7.850

CEG - Constellation energy corp

0.004%Reduced 33.03%2812993.395K$353.270

TIGO - Millicom international cellular sa

0.004%Add 0.13%17.685K980.456K$55.440

ASTE - Astec industries inc

0.004%Add 23.39%22.344K967.942K$43.320

SRRK - Scholar rock holding corp

0.004%Add 20.50%21.762K958.616K$44.050

AX - Axos financial inc

0.004%Add 19.69%10.986K946.554K$86.160

KURA - Kura oncology inc

0.004%Buy90.847K943.9K$10.390

TDUP - Thredup inc

0.004%Add 31.93%145.615K930.48K$6.390

SMR - Nuscale power corp

0.004%Reduced 22.66%64.615K915.595K$14.170

TSHA - Taysha gene therapies inc

0.004%Buy156.586K861.223K$5.500

UPWK - Upwork inc

0.004%Add 278.70%43.111K854.46K$19.820

BW - Babcock & wilcox enterprises inc

0.003%Buy122.28K775.255K$6.340

ASPI - Asp isotopes inc

0.003%Reduced 40.10%139.511K746.384K$5.350

SWIM - Latham group inc

0.003%Reduced 32.58%112.388K713.664K$6.350

VCTR - Victory capital holdings inc

0.003%Reduced 38.54%11.145K703.138K$63.090

CPF - Central pacific financial corp

0.003%Add 28.50%22.15K690.194K$31.160

CRM - Salesforce inc

0.003%Reduced 31.21%2581683.775K$264.926

AMSC - American superconductor corp

0.003%Reduced 50.17%23.565K678.201K$28.780

CW - Curtiss-wright corp

0.003%Reduced 36.56%1211667.588K$551.270

ODD - Oddity tech ltd

0.003%Reduced 35.06%16.175K649.912K$40.180

IHRT - Iheartmedia inc

0.003%Add 9.74%155.516K646.947K$4.160

CMPO - Composecure inc

0.003%33.395K643.856K$19.280

PBI - Pitney bowes inc

0.003%Reduced 31.38%60.71K641.705K$10.570

NUVL - Nuvalent inc

0.003%Buy6359639.652K$100.590

FROG - Jfrog ltd

0.003%Buy9884617.355K$62.460

CYTK - Cytokinetics inc

0.003%Buy9584608.967K$63.540

SES - Ses ai corp

0.003%Reduced 15.28%338.156K608.681K$1.800

AEHR - Aehr test systems

0.003%Add 29.19%30.111K607.941K$20.190

STRL - Sterling infrastructure inc

0.003%Reduced 40.36%1952597.761K$306.230

FIGS - Figs inc

0.002%Buy48.828K554.686K$11.360
Velo3d inc
0.002%Buy39.896K548.171K$13.740

FTAI - Ftai aviation ltd

0.002%Reduced 74.57%2748540.944K$196.850

APEI - American public education inc

0.002%Buy14.117K533.623K$37.800

CSIQ - Canadian solar inc

0.002%Buy22.223K528.241K$23.770

NSSC - Napco security technologies inc

0.002%12.567K524.044K$41.700
Figure technology solutio
0.002%Buy12.803K522.875K$40.840

ERJ - Embraer sa

0.002%Reduced 60.10%7924510.068K$64.370

ADP - Automatic data processing inc

0.002%Reduced 19.71%1976508.394K$257.284
Talen energy corp
0.002%Reduced 66.54%1349505.659K$374.840

SGOV - Ishares 0-3 month treasury b

0.002%4972499.089K$100.380

PRCH - Porch group inc

0.002%Reduced 75.31%53.683K490.126K$9.130

NRG - Nrg energy inc

0.002%Reduced 49.53%3033482.975K$159.240
Karman hldgs inc
0.002%Buy6455472.312K$73.170

CELC - Celcuity inc

0.002%Buy4660464.788K$99.740

LMB - Limbach holdings inc

0.002%Reduced 62.57%5892458.692K$77.850

HQY - Healthequity inc

0.002%Buy4980456.218K$91.610

MAMA - Mama's creations inc

0.002%Buy32.989K445.022K$13.490

DNLI - Denali therapeutics inc

0.002%Buy26.9K444.119K$16.510
Sandisk corp
0.002%Buy1860441.527K$237.380

SKYW - Skywest inc

0.002%Reduced 64.10%4380439.796K$100.410

ZGN - Ermenegildo zegna nv

0.002%Buy42.768K438.372K$10.250

TWLO - Twilio inc

0.002%Add 1.49%3056434.685K$142.240

ESPR - Esperion therapeutics inc

0.002%Buy116.292K430.28K$3.700

OPFI - Oppfi inc

0.002%Reduced 33.64%40.472K423.337K$10.460

MYTE - Myt netherlands parent bv

0.002%Add 64.76%50.258K419.654K$8.350

MESO - Mesoblast ltd- spon adr

0.002%Buy23.005K415.01K$18.040

NMRK - Newmark group inc

0.002%Add 113.15%23.619K409.553K$17.340

GRBK - Green brick partners inc

0.002%Buy6526408.919K$62.660

AVAV - Aerovironment inc

0.002%Add 48.81%1689408.552K$241.890

PSNL - Personalis inc

0.002%Buy50.705K403.612K$7.960

GHM - Graham corp

0.002%Buy6217399.318K$64.230

ADT - Adt inc

0.002%Reduced 36.82%49.368K398.4K$8.070

UNH - Unitedhealth group inc

0.002%Reduced 19.29%1197395.225K$330.180

NAMS - Newamsterdam pharma company nv

0.002%Buy11.239K394.264K$35.080

MEDP - Medpace holdings, inc.

0.002%Reduced 12.12%696390.908K$561.649

AYI - Acuity brands inc

0.002%Reduced 33.81%1061382.002K$360.040

OLMA - Olema pharmaceuticals inc

0.002%Buy15.206K380.15K$25.000

APPN - Appian corp

0.002%Buy10.366K367.164K$35.420

AXTI - Axt inc

0.002%Buy22.215K363.215K$16.350

LYFT - Lyft inc

0.002%Buy18.239K353.289K$19.370

ABCL - Abcellera biologics inc

0.001%Reduced 61.93%102.508K350.577K$3.420

ADSK - Autodesk inc

0.001%Reduced 9.22%1182349.785K$295.926

WINA - Winmark corp

0.001%Buy859347.843K$404.939

IOO - Ishares global 100 etf

0.001%Buy2743347.418K$126.656

GPS - Gap inc

0.001%Buy12.86K329.216K$25.600

WAL - Western alliance bancorp

0.001%Reduced 42.92%3797319.214K$84.070

HLLY - Holley inc

0.001%Buy77.032K318.142K$4.130
Servicetitan inc
0.001%Add 32.69%2975316.838K$106.500

NTRA - Natera inc

0.001%Reduced 52.97%1376315.228K$229.090

MLI - Mueller industries inc

0.001%Reduced 45.35%2720312.256K$114.800

AWI - Armstrong world industries inc

0.001%Add 27.30%1511288.752K$191.100

SSYS - Stratasys ltd

0.001%Reduced 38.49%32.493K282.039K$8.680

ULS - Ul solutions inc - class a

0.001%Buy3420269.701K$78.860

ASND - Ascendis pharma a/s

0.001%Reduced 56.22%1211258.234K$213.240

PACB - Pacific biosciences of california inc

0.001%Buy137.149K256.469K$1.870

SYM - Symbotic inc

0.001%Reduced 48.74%4298255.731K$59.500

LTH - Life time group holdings inc

0.001%Reduced 70.65%9609255.407K$26.580

CPS - Cooper-standard holdings inc

0.001%Buy7635250.657K$32.830

EOSE - Eos energy enterprises inc

0.001%21.08K241.577K$11.460

U - Unity software inc.

0.001%Reduced 36.90%5449240.682K$44.170

PTON - Peloton interactive inc

0.001%Reduced 88.66%36.795K226.657K$6.160
Serve robotics inc
0.001%Buy21.833K226.627K$10.380
Tempus ai inc
0.001%Reduced 77.70%3756221.792K$59.050

CCO - Clear channel outdoor holdings inc

0.001%Buy95.912K211.966K$2.210

PRLB - Proto labs inc

0.001%Buy4148209.847K$50.590

ROIV - Roivant sciences ltd

0.001%Buy9662209.665K$21.700

RR - Richtech robotics inc-cl b

0.001%Buy64.298K207.683K$3.230

PYPL - Paypal holdings inc

0.001%Reduced 8.60%3487203.599K$58.388

OSCR - Oscar health inc

0.001%Reduced 36.13%13.755K197.659K$14.370

PGEN - Precigen inc

0.001%Buy42.095K175.957K$4.180

GDYN - Grid dynamics holdings inc

0.001%Buy19.383K175.028K$9.030

SOPH - Sophia genetics sa

0.000%Buy21.738K101.516K$4.670