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Polen Capital

Polen Capital Management LLC

Period:  Q3, 2025
Filed Date:  Nov 12, 2025
Reported Date:  Sep 30, 2025
No. of Stocks:  232
Portfolio Value:  30.80B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

ORCL - Oracle corp

8.481%Reduced 22.49%9.29M2.61B$281.240

MSFT - Microsoft corp

8.442%Reduced 7.48%5.02M2.60B$517.950

AMZN - Amazon.com inc

8.017%Reduced 19.22%11.25M2.47B$219.570

SHOP - Shopify inc

5.336%Reduced 24.71%11.06M1.64B$148.610

MA - Mastercard inc

5.062%Reduced 8.38%2.74M1.56B$568.810

V - Visa inc

4.810%Reduced 22.65%4.34M1.48B$341.380

AVGO - Broadcom inc

4.805%Buy4.49M1.48B$329.910

LLY - Eli lilly and co

4.020%Reduced 6.61%1.62M1.24B$763.000

NVDA - Nvidia corp

3.814%Add 36850.09%6.30M1.17B$186.580

GOOG - Alphabet inc

3.669%Reduced 29.29%4.64M1.13B$243.550

ZTS - Zoetis inc

3.571%Reduced 10.74%7.52M1.10B$146.320

NOW - Servicenow inc

3.358%Reduced 4.49%1.12M1.03B$920.280

ABT - Abbott laboratories

3.227%Reduced 30.45%7.42M993.92M$133.940

MSCI - Msci inc

2.918%Reduced 9.04%1.58M898.74M$567.410

AON - Aon plc

2.883%Reduced 9.30%2.49M887.94M$356.580

SBUX - Starbucks corp

2.439%Reduced 8.14%8.88M751.34M$84.600

IDXX - Idexx laboratories inc

2.338%Reduced 5.71%1.13M720.12M$638.890

ADBE - Adobe inc

2.127%Reduced 44.67%1.86M655.13M$352.750

ACN - Accenture plc

1.971%Reduced 16.47%2.46M607.07M$246.600

NFLX - Netflix inc

1.864%Reduced 41.26%478.88K574.14M$1198.920

PAYC - Paycom software inc

1.782%Reduced 8.98%2.64M548.75M$208.140

BSX - Boston scientific corp

1.774%Buy5.60M546.56M$97.630

CSGP - Costar group inc

1.748%Reduced 7.84%6.38M538.36M$84.370

SNPS - Synopsys inc

1.674%Buy1.04M515.49M$493.390

ABNB - Airbnb inc

1.567%Reduced 45.96%3.97M482.59M$121.420

INTU - Intuit inc

1.467%Buy661.727K451.90M$682.910

WDAY - Workday inc

1.455%Reduced 47.86%1.86M448.30M$240.730

UBER - Uber technologies inc

1.454%Add 24571.56%4.57M447.79M$97.970

MELI - Mercadolibre inc

0.376%Reduced 20.38%49.515K115.71M$2336.948

GOOGL - Alphabet inc

0.374%Reduced 23.64%473.431K115.09M$243.100

IWF - Ishares russell 1000 growth

0.346%Add 0.99%227.851K106.73M$468.409

SAP - Sap se

0.299%Reduced 29.09%344.952K92.17M$267.210

ICLR - Icon plc

0.252%Reduced 17.94%443.461K77.61M$175.000

WTW - Willis towers watson plc

0.246%Reduced 30.02%219.784K75.92M$345.450

TMO - Thermo fisher scientific inc

0.180%Reduced 94.77%114.513K55.54M$485.019

TSM - Taiwan semiconductor manufacturing co ltd

0.161%Buy177.059K49.45M$279.290

ACWI - Ishares msci acwi etf

0.085%Add 115.06%190.449K26.33M$138.240

NU - Nu holdings ltd

0.080%Reduced 38.03%1.54M24.67M$16.010

MNDY - Monday.com ltd

0.079%Add 28.94%125.811K24.37M$193.690

HDB - Hdfc bank ltd

0.066%Add 3.97%593.36K20.27M$34.160

ASML - Asml holding nv

0.062%Reduced 55.54%19.797K19.17M$968.093

HYG - Ishares iboxx high yld corp

0.053%Buy200K16.24M$81.190

TME - Tencent music entertainment group

0.043%Reduced 43.40%561.433K13.10M$23.340

SE - Sea ltd

0.041%Reduced 16.32%70.233K12.55M$178.730

MDT - Medtronic plc

0.039%Reduced 46.80%124.956K11.90M$95.240

BE - Bloom energy corp

0.036%Add 92.33%131.39K11.11M$84.570

ONON - On holding ag

0.036%Reduced 47.25%258.374K10.94M$42.350

AGX - Argan inc

0.033%Reduced 16.26%37.533K10.14M$270.050

DLO - Dlocal ltd

0.032%Add 15.43%699.379K9.99M$14.280

RSP - Invesco s&p 500 equal weight

0.028%Buy44.774K8.49M$189.700

PDD - Pdd holdings inc

0.027%Reduced 1.60%63.283K8.36M$132.170

MMYT - Makemytrip ltd

0.027%Reduced 16.84%87.289K8.17M$93.600

GLOB - Globant s.a.

0.025%Reduced 50.51%135.108K7.75M$57.380

SPOT - Spotify technology sa

0.025%Reduced 62.39%11.075K7.73M$697.977

WGS - Genedx holdings corp

0.024%Reduced 15.82%68.169K7.34M$107.740

VIST - Vista energy sab de cv

0.024%Add 1400.33%210.976K7.26M$34.400

POWL - Powell industries inc

0.023%Reduced 7.21%23.357K7.12M$304.810

IBN - Icici bank ltd

0.022%Reduced 55.19%224.267K6.78M$30.230

BWXT - Bwx technologies inc

0.022%Reduced 10.45%36.748K6.78M$184.370

METC - Ramaco resources inc

0.020%Add 193.11%182.332K6.05M$33.190

VSEC - Vse corp

0.019%Reduced 13.04%34.42K5.72M$166.240

VUG - Vanguard growth etf

0.018%Reduced 9.93%11.625K5.58M$479.621

JOBY - Joby aviation inc

0.017%Reduced 10.46%318.267K5.14M$16.140

IESC - Ies holdings inc

0.016%Reduced 12.13%12.144K4.83M$397.650

KARO - Karooooo ltd

0.015%Reduced 2.55%82.608K4.72M$57.120

MOD - Modine manufacturing co

0.015%Add 67.94%32.523K4.62M$142.160

ADPT - Adaptive biotechnologies corp

0.014%Add 104.70%291.197K4.36M$14.960

ACWX - Ishares msci acwi ex us etf

0.013%Add 179.01%61.612K4.01M$65.010

CVNA - Carvana co

0.013%Reduced 10.59%10.456K3.94M$377.240

AAPL - Apple inc

0.013%Add 80.10%15.355K3.91M$254.624

TSLA - Tesla inc

0.012%Add 27.79%85903.82M$444.720

SOFI - Sofi technologies, inc.

0.012%Reduced 16.20%143.218K3.78M$26.420

PRCH - Porch group inc

0.012%Add 61.03%217.423K3.65M$16.780

AMPX - Amprius technologies inc

0.012%Buy339.427K3.57M$10.520

HCI - Hci group inc

0.011%Add 30.03%18.168K3.49M$191.930

CCJ - Cameco corp

0.011%Reduced 15.33%38.622K3.24M$83.860

QQEW - First trust nasdq 100 eq wei

0.010%Buy22.529K3.18M$141.110

CECO - Ceco environmental corp

0.010%Add 228.78%60.223K3.08M$51.200

SMR - Nuscale power corp

0.010%Reduced 2.20%83.543K3.01M$36.000

PTON - Peloton interactive inc

0.009%Add 51.32%324.372K2.92M$9.000

AMSC - American superconductor corp

0.009%Add 0.15%47.291K2.81M$59.390

BELFB - Bel fuse inc

0.009%Reduced 4.15%19.539K2.76M$141.020

W - Wayfair inc.

0.009%Add 72.75%29.861K2.67M$89.330

VO - Vanguard mid-cap etf

0.008%Buy86902.55M$293.740

CATH - Global x s&p 500 ca val etf

0.008%Reduced 34.32%30.866K2.50M$81.059

DAVE - Dave inc

0.008%Reduced 1.52%12.429K2.48M$199.350

FSLR - First solar, inc.

0.008%Buy11.214K2.47M$220.530

ATRO - Astronics corp

0.008%Add 8.44%53.993K2.46M$45.610

IT - Gartner inc

0.008%Reduced 98.81%92842.44M$262.879

AFRM - Affirm holdings inc

0.008%Add 10.22%33.096K2.42M$73.080

IE - Ivanhoe electric inc

0.008%Add 64.37%188.274K2.36M$12.550

CORT - Corcept therapeutics inc

0.008%Add 31.46%28.363K2.36M$83.110
Pagaya technologies ltd
0.007%Add 120.02%75.87K2.25M$29.690

ASPI - Asp isotopes inc

0.007%Add 32.99%232.913K2.24M$9.620

KTOS - Kratos defense and security solutions inc

0.007%Reduced 31.31%23.719K2.17M$91.370

IRMD - Iradimed corp

0.007%Add 14.34%28.459K2.03M$71.160

FTI - Technipfmc plc

0.007%Reduced 1.28%50.92K2.01M$39.450

CVLT - Commvault systems inc

0.006%Reduced 20.90%10.395K1.96M$188.780

HHH - Howard hughes holdings inc

0.006%Buy23.823K1.96M$82.170

BBIO - Bridgebio pharma inc

0.006%Add 1.44%36.164K1.88M$51.940

WRBY - Warby parker inc

0.006%Reduced 36.57%66.73K1.84M$27.580

FTAI - Ftai aviation ltd

0.006%Reduced 26.31%10.805K1.80M$166.860

MIR - Mirion technologies inc

0.006%Add 33.01%76.119K1.77M$23.260
Talen energy corp
0.006%Reduced 30.79%40321.72M$425.380

LRN - Stride inc

0.005%Add 19.25%11.233K1.67M$148.940

SPY - Spdr® s&p 500 etf trust

0.005%Reduced 2.90%25071.67M$666.051

BBSI - Barrett business services inc

0.005%Add 22.19%36.833K1.63M$44.320

RDVT - Red violet inc

0.005%Add 11.68%30.233K1.58M$52.250

ODD - Oddity tech ltd

0.005%Reduced 26.20%24.909K1.55M$62.300

LASR - Nlight inc

0.005%Add 70.31%51.818K1.54M$29.630

LMB - Limbach holdings inc

0.005%Add 0.15%15.74K1.53M$97.120

HURN - Huron consulting group inc

0.005%Reduced 2.55%10.298K1.51M$146.770
Resolute hldgs mgmt inc
0.005%Add 45.88%20.915K1.51M$72.150

CRS - Carpenter technology corp

0.005%Reduced 35.76%60871.49M$245.540

CRDO - Credo technology group holding ltd

0.005%Reduced 58.62%10.104K1.47M$145.610

BKD - Brookdale senior living inc

0.005%Add 98.61%166.855K1.41M$8.470

CEG - Constellation energy corp

0.004%Add 4.71%41991.38M$329.070

ROAD - Construction partners inc

0.004%Reduced 13.59%10.873K1.38M$127.000

KAR - Openlane inc

0.004%Reduced 5.28%47.742K1.37M$28.780
Tempus ai inc
0.004%Add 149.22%16.845K1.36M$80.710

ABCL - Abcellera biologics inc

0.004%Buy269.248K1.35M$5.030

PTGX - Protagonist therapeutics inc

0.004%Add 27.04%20.325K1.35M$66.430

SWIM - Latham group inc

0.004%Add 39.82%166.689K1.27M$7.610

SKYW - Skywest inc

0.004%Add 3.04%12.199K1.23M$100.620

PCT - Purecycle technologies inc

0.004%Add 1.16%92.364K1.21M$13.150

OPY - Oppenheimer holdings inc

0.004%Reduced 9.11%16.343K1.21M$73.910

ERJ - Embraer sa

0.004%Reduced 10.89%19.858K1.20M$60.450

ESQ - Esquire financial holdings inc

0.004%Add 0.15%11.709K1.19M$102.055

VCTR - Victory capital holdings inc

0.004%Reduced 15.20%18.135K1.17M$64.760

IRS - Irsa inversiones y representaciones sa

0.004%Reduced 41.74%95.306K1.13M$11.840

LQDT - Liquidity services inc

0.004%Add 0.15%40.688K1.12M$27.430

STRL - Sterling infrastructure inc

0.004%Reduced 8.29%32731.11M$339.680

PLPC - Preformed line products co

0.004%Add 0.14%56601.11M$196.150

XERS - Xeris biopharma holdings inc

0.004%Add 0.15%133.191K1.08M$8.140

GH - Guardant health inc

0.004%Add 69.61%17.271K1.08M$62.480

MRUS - Merus nv

0.004%Add 96.43%11.46K1.08M$94.150

TDUP - Thredup inc

0.003%Add 108.29%110.37K1.04M$9.450

CW - Curtiss-wright corp

0.003%Reduced 8.88%19091.04M$542.940

ARLO - Arlo technologies inc

0.003%Add 22.96%60.486K1.03M$16.950

PBI - Pitney bowes inc

0.003%Add 29.69%88.476K1.01M$11.410
Grail inc
0.003%Reduced 24.00%16.673K985.874K$59.130

REAX - Real brokerage inc

0.003%Reduced 41.54%234.626K980.737K$4.180

MIRM - Mirum pharmaceuticals inc

0.003%Reduced 13.98%13.339K977.882K$73.310

NRG - Nrg energy inc

0.003%Reduced 2.01%6009973.158K$161.950

YOU - Clear secure inc

0.003%Buy28.871K963.714K$33.380
Sionna therapeutics inc
0.003%Add 84.14%31.258K919.298K$29.410

LTH - Life time group holdings inc

0.003%Reduced 33.38%32.74K903.624K$27.600

CRM - Salesforce inc

0.003%Reduced 24.79%3752889.335K$237.030

ASTE - Astec industries inc

0.003%Add 65.28%18.108K871.538K$48.130

ELF - Elf beauty inc

0.003%Add 67.65%6478858.205K$132.480

TIGO - Millicom international cellular sa

0.003%Reduced 5.82%17.662K857.313K$48.540

UTI - Universal technical institute inc

0.003%Reduced 47.41%25.247K821.79K$32.550

CAAP - Corporacion america airports sa

0.003%Reduced 36.16%43.651K790.956K$18.120

ACHR - Archer aviation inc

0.003%Reduced 58.14%81.485K780.626K$9.580

CAKE - Cheesecake factory inc

0.003%Reduced 10.55%14.226K777.309K$54.640

AX - Axos financial inc

0.003%Buy9179777.002K$84.650

REAL - Realreal inc

0.002%Buy72.088K766.295K$10.630

ATEC - Alphatec holdings inc

0.002%Add 51.20%51.7K751.718K$14.540

PG - Procter & gamble co

0.002%Buy4850745.203K$153.650

ADP - Automatic data processing inc

0.002%Reduced 97.40%2461722.317K$293.505

HIMS - Hims & hers health inc

0.002%Reduced 9.50%12.624K716.033K$56.720

AEHR - Aehr test systems

0.002%Add 10.99%23.308K701.804K$30.110

KO - Coca-cola co

0.002%Buy10.49K695.697K$66.320

CMPO - Composecure inc

0.002%Reduced 75.40%33.395K695.284K$20.820

OPFI - Oppfi inc

0.002%Add 0.35%60.986K690.971K$11.330

ADT - Adt inc

0.002%Add 7.15%78.137K680.573K$8.710

SRRK - Scholar rock holding corp

0.002%Buy18.06K672.554K$37.240

SES - Ses ai corp

0.002%Buy399.134K666.554K$1.670

NTNX - Nutanix, inc.

0.002%Reduced 2.12%8820656.12K$74.390

TMDX - Transmedics group inc

0.002%Reduced 50.02%5690638.418K$112.200

PEP - Pepsico inc

0.002%Buy4528635.912K$140.440

VT - Vanguard tot world stk etf

0.002%Reduced 17.13%4586631.889K$137.787

SSYS - Stratasys ltd

0.002%Reduced 35.36%52.828K591.674K$11.200

WAL - Western alliance bancorp

0.002%Add 21.32%6652576.861K$86.720

NGVC - Natural grocers by vitamin cottage inc

0.002%Reduced 57.60%14.277K571.08K$40.000

CHEF - Chefs' warehouse inc

0.002%Buy9493553.727K$58.330

AYI - Acuity brands inc

0.002%Add 4.09%1603552.057K$344.390

ASND - Ascendis pharma a/s

0.002%Add 1.73%2766549.908K$198.810

NSSC - Napco security technologies inc

0.002%Buy12.567K539.753K$42.950

VST - Vistra corp.

0.002%Reduced 54.34%2727534.274K$195.920

DOCS - Doximity inc

0.002%Add 21.91%7211527.485K$73.150

CPF - Central pacific financial corp

0.002%Add 0.15%17.237K522.971K$30.340

UNH - Unitedhealth group inc

0.002%Reduced 75.98%1483511.943K$345.208

BABA - Alibaba group holding ltd

0.002%Buy2850509.381K$178.730

MCD - Mcdonald's corp

0.002%Buy1659504.154K$303.890

Z - Zillow group inc

0.002%Buy6539503.83K$77.050

MLI - Mueller industries inc

0.002%Buy4977503.224K$101.110

SGOV - Ishares 0-3 month treasury b

0.002%4972500.68K$100.700

PSTG - Pure storage inc

0.002%Buy5963499.759K$83.810

GTES - Gates industrial corporation plc

0.002%Add 3.92%19.344K480.118K$24.820

CAVA - Cava group inc

0.002%Buy7922478.568K$60.410

EVER - Everquote inc

0.002%Reduced 27.55%20.871K477.32K$22.870

NTRA - Natera inc

0.002%Reduced 9.22%2926470.998K$160.970

SYM - Symbotic inc

0.001%Reduced 58.08%8385451.952K$53.900

XMTR - Xometry inc

0.001%Add 7.63%8290451.556K$54.470

BIDU - Baidu inc

0.001%Buy3413449.731K$131.770

MVST - Microvast holdings inc

0.001%Buy113.15K435.628K$3.850

NYAX - Nayax ltd

0.001%Reduced 27.78%9124434.394K$47.610

ADSK - Autodesk inc

0.001%Reduced 6.93%1302413.542K$317.621

OSCR - Oscar health inc

0.001%Reduced 55.13%21.536K407.676K$18.930

MEDP - Medpace holdings, inc.

0.001%Reduced 82.81%792407.215K$514.160

IHRT - Iheartmedia inc

0.001%Buy141.709K406.705K$2.870

NTES - Netease inc

0.001%Reduced 37.08%2669405.661K$151.990

META - Meta platforms inc

0.001%Buy538394.995K$734.191

AVAV - Aerovironment inc

0.001%Buy1135357.4K$314.890

KOD - Kodiak sciences inc

0.001%Buy21.567K353.052K$16.370

WLFC - Willis lease finance corp

0.001%Reduced 51.26%2572352.595K$137.090

VOE - Vanguard mid-cap value etf

0.001%Buy2000349.16K$174.580

U - Unity software inc.

0.001%Buy8635345.745K$40.040

RBBN - Ribbon communications inc

0.001%Reduced 32.98%87.246K331.535K$3.800

SG - Sweetgreen inc

0.001%Add 77.18%40.133K320.261K$7.980

ALNY - Alnylam pharmaceuticals, inc.

0.001%Buy693316.008K$456.000

TWLO - Twilio inc

0.001%Reduced 77.38%3011301.371K$100.090

MYTE - Myt netherlands parent bv

0.001%Add 0.15%30.504K259.284K$8.500

PYPL - Paypal holdings inc

0.001%Reduced 9.77%3815255.83K$67.059
Rubrik inc.
0.001%Buy2998246.586K$82.250

NKE - Nike inc

0.001%Reduced 3.97%3509244.71K$69.738

EOSE - Eos energy enterprises inc

0.001%Buy21.08K240.101K$11.390

AWI - Armstrong world industries inc

0.001%Buy1187232.664K$196.010
Servicetitan inc
0.001%Reduced 35.22%2242226.061K$100.830

BEAM - Beam therapeutics inc

0.001%Buy9133221.658K$24.270

AXON - Axon enterprise inc

0.001%Reduced 67.57%299214.574K$717.639

UPWK - Upwork inc

0.001%Buy11.384K211.401K$18.570

APPF - Appfolio inc

0.001%Buy753207.572K$275.660

GWRE - Guidewire software inc

0.001%Buy902207.334K$229.860

CHWY - Chewy inc

0.001%Buy5121207.144K$40.450

NMRK - Newmark group inc

0.001%Buy11.081K206.661K$18.650

SVV - Savers value village inc

0.001%Buy13.022K172.542K$13.250

OSTK - Overstock.com inc

0.000%Buy15.164K148.456K$9.790

NXE - Nexgen energy ltd

0.000%Buy12.308K110.157K$8.950

AUR - Aurora innovation inc

0.000%Buy18.365K98.987K$5.390

BRLT - Brilliant earth group inc

0.000%Buy44.586K92.293K$2.070