POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MVST | 113K | $435.63K |
 | TDUP | 110K | $1.04M |
 | IRS | 95K | $1.13M |
 | PCT | 92K | $1.21M |
 | PBI | 88K | $1.01M |
 | MMYT | 87K | $8.17M |
 | RBBN | 87K | $331.54K |
 | SMR | 84K | $3.01M |
 | KARO | 83K | $4.72M |
 | ACHR | 81K | $780.63K |
 | ADT | 78K | $680.57K |
 | MIR | 76K | $1.77M |
 | PGY | 76K | $2.25M |
 | REAL | 72K | $766.29K |
 | SE | 70K | $12.55M |
 | WGS | 68K | $7.34M |
 | WRBY | 67K | $1.84M |
 | PDD | 63K | $8.36M |
 | OPFI | 61K | $690.97K |
 | ARLO | 60K | $1.03M |
Microvast Holdings, Inc.
MVST
Shares Held
113K
Value
$435.63K
ThredUp Inc.
TDUP
Shares Held
110K
Value
$1.04M
IRSA Inversiones y Representaciones Sociedad Anónima
IRS
Shares Held
95K
Value
$1.13M
PureCycle Technologies, Inc.
PCT
Shares Held
92K
Value
$1.21M
Pitney Bowes Inc.
PBI
Shares Held
88K
Value
$1.01M
MakeMyTrip Limited
MMYT
Shares Held
87K
Value
$8.17M
Ribbon Communications Inc.
RBBN
Shares Held
87K
Value
$331.54K
NuScale Power Corporation
SMR
Shares Held
84K
Value
$3.01M
Karooooo Ltd.
KARO
Shares Held
83K
Value
$4.72M
Archer Aviation Inc.
ACHR
Shares Held
81K
Value
$780.63K
ADT Inc.
ADT
Shares Held
78K
Value
$680.57K
Mirion Technologies, Inc.
MIR
Shares Held
76K
Value
$1.77M
Pagaya Technologies Ltd.
PGY
Shares Held
76K
Value
$2.25M
The RealReal, Inc.
REAL
Shares Held
72K
Value
$766.29K
Sea Limited
SE
Shares Held
70K
Value
$12.55M
GeneDx Holdings Corp.
WGS
Shares Held
68K
Value
$7.34M
Warby Parker Inc.
WRBY
Shares Held
67K
Value
$1.84M
PDD Holdings Inc.
PDD
Shares Held
63K
Value
$8.36M
OppFi Inc.
OPFI
Shares Held
61K
Value
$690.97K
Arlo Technologies, Inc.
ARLO
Shares Held
60K
Value
$1.03M