POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTAN | 2K | $226.06K |
 | CW | 2K | $1.04M |
 | MCD | 2K | $504.15K |
 | AYI | 2K | $552.06K |
 | UNH | 1K | $511.94K |
 | ADSK | 1K | $413.54K |
 | AWI | 1K | $232.66K |
 | AVAV | 1K | $357.40K |
 | GWRE | 902 | $207.33K |
 | MEDP | 792 | $407.21K |
 | APPF | 753 | $207.57K |
 | ALNY | 693 | $316.01K |
 | META | 538 | $395.00K |
 | AXON | 299 | $214.57K |
ServiceTitan, Inc.
TTAN
Shares Held
2K
Value
$226.06K
Curtiss-Wright Corporation
CW
Shares Held
2K
Value
$1.04M
McDonald's Corporation
MCD
Shares Held
2K
Value
$504.15K
Acuity Brands, Inc.
AYI
Shares Held
2K
Value
$552.06K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$511.94K
Autodesk, Inc.
ADSK
Shares Held
1K
Value
$413.54K
Armstrong World Industries, Inc.
AWI
Shares Held
1K
Value
$232.66K
AeroVironment, Inc.
AVAV
Shares Held
1K
Value
$357.40K
Guidewire Software, Inc.
GWRE
Shares Held
902
Value
$207.33K
Medpace Holdings, Inc.
MEDP
Shares Held
792
Value
$407.21K
AppFolio, Inc.
APPF
Shares Held
753
Value
$207.57K
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
693
Value
$316.01K
Meta Platforms, Inc.
META
Shares Held
538
Value
$395.00K
Axon Enterprise, Inc.
AXON
Shares Held
299
Value
$214.57K