POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHWY | 5K | $207.14K |
 | MLI | 5K | $503.22K |
 | PG | 5K | $745.20K |
 | PEP | 5K | $635.91K |
 | CEG | 4K | $1.38M |
 | TLN | 4K | $1.72M |
 | PYPL | 4K | $255.83K |
 | CRM | 4K | $889.34K |
 | NKE | 4K | $244.71K |
 | BIDU | 3K | $449.73K |
 | STRL | 3K | $1.11M |
 | TWLO | 3K | $301.37K |
 | RBRK | 3K | $246.59K |
 | NTRA | 3K | $471.00K |
 | BABA | 3K | $509.38K |
 | ASND | 3K | $549.91K |
 | VST | 3K | $534.27K |
 | NTES | 3K | $405.66K |
 | WLFC | 3K | $352.60K |
 | ADP | 2K | $722.32K |
Chewy, Inc.
CHWY
Shares Held
5K
Value
$207.14K
Mueller Industries, Inc.
MLI
Shares Held
5K
Value
$503.22K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$745.20K
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$635.91K
Constellation Energy Corporation
CEG
Shares Held
4K
Value
$1.38M
Talen Energy Corporation
TLN
Shares Held
4K
Value
$1.72M
PayPal Holdings, Inc.
PYPL
Shares Held
4K
Value
$255.83K
Salesforce, Inc.
CRM
Shares Held
4K
Value
$889.34K
NIKE, Inc.
NKE
Shares Held
4K
Value
$244.71K
Baidu, Inc.
BIDU
Shares Held
3K
Value
$449.73K
Sterling Infrastructure, Inc.
STRL
Shares Held
3K
Value
$1.11M
Twilio Inc.
TWLO
Shares Held
3K
Value
$301.37K
Rubrik, Inc.
RBRK
Shares Held
3K
Value
$246.59K
Natera, Inc.
NTRA
Shares Held
3K
Value
$471.00K
Alibaba Group Holding Limited
BABA
Shares Held
3K
Value
$509.38K
Ascendis Pharma A/S
ASND
Shares Held
3K
Value
$549.91K
Vistra Corp.
VST
Shares Held
3K
Value
$534.27K
NetEase, Inc.
NTES
Shares Held
3K
Value
$405.66K
Willis Lease Finance Corporation
WLFC
Shares Held
3K
Value
$352.60K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$722.32K