Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$23.42B
Total Bought
$1.10B
Total Sold
$8.62B
Net Transaction
-$7.52B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
INTUITIVE SURGICAL INC0842,618+842,6180477,2252.04%+477,225
ISHARES TR227,851776,086+548,235106,727367,3211.57%+260,594
ALPHABET INC(GOOG)04,018,121+4,018,12101,260,8875.38%+1,260,887
ELI LILLY & CO(LLY)01,246,090+1,246,09001,339,1485.72%+1,339,148
ISHARES TR190,449610,133+419,68426,32886,3280.37%+60,000
SPOTIFY TECHNOLOGY S A(SPOT)071,658+71,658041,6120.18%+41,612
TAIWAN SEMICONDUCTOR MFG LTD(TSM)177,059200,593+23,53449,45160,9580.26%+11,508
VANGUARD INDEX FDS033,124+33,124016,1600.07%+16,160
ISHARES TR013,669+13,66909,3620.04%+9,362
ISHARES TR61,612126,761+65,1494,0058,5090.04%+4,504
VANGUARD INTL EQUITY INDEX F033,592+33,59204,7380.02%+4,738
SPDR S&P 500 ETF TR(SPY)06,717+6,71704,5810.02%+4,581
RESOLUTE HLDGS MGMT INC(RHLD)20,91520,91501,5094,3170.02%+2,808
SPHERE ENTERTAINMENT CO(SPHR)023,828+23,82802,2660.01%+2,266
PLANET LABS PBC(PL)0111,538+111,53802,2000.01%+2,200
BWX TECHNOLOGIES INC(BWXT)(Put)012,500+12,50002,161+2,161
THE REALREAL INC(REAL)72,088175,088+103,0007662,7630.01%+1,997
VANGUARD INDEX FDS05,677+5,67701,9030.01%+1,903
BLOOM ENERGY CORP(Put)021,600+21,60001,877+1,877
BUTTERFLY NETWORK INC(BFLY)0472,971+472,97101,7970.01%+1,797
SOLARIS ENERGY INFRAS INC(SEI)028,597+28,59701,3150.01%+1,315
ERO COPPER CORP(ERO)045,544+45,54401,2880.01%+1,288
ESTABLISHMENT LABS HLDGS INC(ESTA)017,475+17,47501,2740.01%+1,274
ALPHATEC HLDGS INC(ATEC)51,70095,761+44,0617522,0150.01%+1,263
LIQUIDIA CORPORATION(LQDA)033,538+33,53801,1570.00%+1,157
GRUPO FINANCIERO GALICIA S.A(GGAL)021,373+21,37301,1530.00%+1,153
ARTIVION INC(AORT)025,259+25,25901,1520.00%+1,152
HURON CONSULTING GROUP INC(HURN)015,086+15,08602,6090.01%+2,609
SOFI TECHNOLOGIES INC(SOFI)(Put)041,800+41,80001,094+1,094
CECO ENVIRONMENTAL CORP(CECO)60,22369,775+9,5523,0834,1760.02%+1,093
ROCKET LAB CORP(RKLB)015,324+15,32401,0690.00%+1,069
BEL FUSE INC19,53922,522+2,9832,7553,8200.02%+1,065
BRIDGEBIO PHARMA INC(BBIO)36,16438,241+2,0771,8782,9250.01%+1,047
KURA ONCOLOGY INC(KURA)090,847+90,84709440.00%+944
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)291,197325,767+34,5704,3565,2900.02%+934
GUARDANT HEALTH INC(GH)17,27119,667+2,3961,0792,0090.01%+930
XOMETRY INC(XMTR)022,321+22,32101,3270.01%+1,327
TAYSHA GENE THERAPIES INC(TSHA)0156,586+156,58608610.00%+861
KODIAK SCIENCES INC(KOD)21,56741,340+19,7733531,1560.00%+803
NLIGHT INC(LASR)51,81861,624+9,8061,5352,3120.01%+776
BABCOCK & WILCOX ENTERPRISES(BW)0122,280+122,28007750.00%+775
BROOKDALE SR LIVING INC(BKD)166,855200,588+33,7331,4132,1640.01%+751
TRANSMEDICS GROUP INC(TMDX)010,828+10,82801,3170.01%+1,317
UPWORK INC(UPWK)043,111+43,11108540.00%+854
NUVALENT INC06,359+6,35906400.00%+640
JFROG LTD(FROG)09,884+9,88406170.00%+617
CYTOKINETICS INC(CYTK)09,584+9,58406090.00%+609
IRADIMED CORP(IRMD)28,45926,891-1,5682,0252,6160.01%+591
IRSA INVERSIONES Y REP S A(IRS)0102,911+102,91101,7020.01%+1,702
CORPORACION AMER ARPTS S A
COM
051,919+51,91901,3500.01%+1,350
FIGS INC(FIGS)048,828+48,82805550.00%+555
VELO3D INC039,896+39,89605480.00%+548
AMERICAN PUB ED INC(APEI)014,117+14,11705340.00%+534
CANADIAN SOLAR INC(CSIQ)022,223+22,22305280.00%+528
FIGURE TECHNOLOGY SOLUTIO(FGRS)012,803+12,80305230.00%+523
KARMAN HLDGS INC(KRMN)06,455+6,45504720.00%+472
CELCUITY INC(CELC)04,660+4,66004650.00%+465
HEALTHEQUITY INC(HQY)04,980+4,98004560.00%+456
ASTRONICS CORP53,99353,691-3022,4632,9120.01%+450
MAMAS CREATIONS INC032,989+32,98904450.00%+445
DENALI THERAPEUTICS INC(DNLI)026,900+26,90004440.00%+444
SANDISK CORP(SNDK)01,860+1,86004420.00%+442
GENEDX HOLDINGS CORP(WGS)059,861+59,86107,7860.03%+7,786
ERMENEGILDO ZEGNA N V
ORD SHS
042,768+42,76804380.00%+438
ESPERION THERAPEUTICS INC NE0116,292+116,29204300.00%+430
PROTAGONIST THERAPEUTICS INC20,32520,349+241,3501,7770.01%+427
CLEAR SECURE INC(YOU)28,87139,325+10,4549641,3800.01%+416
MESOBLAST LTD(MESO)023,005+23,00504150.00%+415
CARPENTER TECHNOLOGY CORP(CRS)06,062+6,06201,9090.01%+1,909
GREEN BRICK PARTNERS INC(GRBK)06,526+6,52604090.00%+409
PERSONALIS INC(PSNL)050,705+50,70504040.00%+404
GRAHAM CORP(GHM)06,217+6,21703990.00%+399
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
011,239+11,23903940.00%+394
OLEMA PHARMACEUTICALS INC(OLMA)015,206+15,20603800.00%+380
APPIAN CORP(APPN)010,366+10,36603670.00%+367
SIONNA THERAPEUTICS INC31,25831,25809191,2860.01%+367
AXT INC(AXTI)022,215+22,21503630.00%+363
LYFT INC(LYFT)018,239+18,23903530.00%+353
WINMARK CORP(WINA)0859+85903480.00%+348
ISHARES TR02,743+2,74303470.00%+347
GAP INC(GAP)012,860+12,86003290.00%+329
HOLLEY INC077,032+77,03203180.00%+318
SCHOLAR ROCK HLDG CORP(SRRK)18,06021,762+3,7026739590.00%+286
UL SOLUTIONS INC(ULS)03,420+3,42002700.00%+270
PACIFIC BIOSCIENCES CALIF IN0137,149+137,14902560.00%+256
COOPER STD HLDGS INC07,635+7,63502510.00%+251
IHEARTMEDIA INC141,709155,516+13,8074076470.00%+240
SERVE ROBOTICS INC021,833+21,83302270.00%+227
VSE CORP(VSEC)34,42034,390-305,7225,9420.03%+220
CLEAR CHANNEL OUTDOOR HLDGS(CCO)095,912+95,91202120.00%+212
PROTO LABS INC(PRLB)04,148+4,14802100.00%+210
ROIVANT SCIENCES LTD(ROIV)09,662+9,66202100.00%+210
RICHTECH ROBOTICS INC064,298+64,29802080.00%+208
NEWMARK GROUP INC(NMRK)023,619+23,61904100.00%+410
PRECIGEN INC(PGEN)042,095+42,09501760.00%+176
GRID DYNAMICS HLDGS INC019,383+19,38301750.00%+175
GRAIL INC(GRAL)013,526+13,52601,1580.00%+1,158
AXOS FINANCIAL INC(AX)9,17910,986+1,8077779470.00%+170
CENTRAL PAC FINL CORP(CPF)022,150+22,15006900.00%+690
LUXEXPERIENCE BV(LUXE)050,258+50,25804200.00%+420
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