POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATRO | 54K | $2.46M |
 | SSYS | 53K | $591.67K |
 | LASR | 52K | $1.54M |
 | ATEC | 52K | $751.72K |
 | FTI | 51K | $2.01M |
 | MELI | 50K | $115.71M |
 | KAR | 48K | $1.37M |
 | AMSC | 47K | $2.81M |
 | BRLT | 45K | $92.29K |
 | CAAP | 44K | $790.96K |
 | LQDT | 41K | $1.12M |
 | SG | 40K | $320.26K |
 | CCJ | 39K | $3.24M |
 | AGX | 38K | $10.14M |
 | BBSI | 37K | $1.63M |
 | BWXT | 37K | $6.78M |
 | BBIO | 36K | $1.88M |
 | VSEC | 34K | $5.72M |
 | CMPO | 33K | $695.28K |
 | AFRM | 33K | $2.42M |
Astronics Corporation
ATRO
Shares Held
54K
Value
$2.46M
Stratasys Ltd.
SSYS
Shares Held
53K
Value
$591.67K
nLIGHT, Inc.
LASR
Shares Held
52K
Value
$1.54M
Alphatec Holdings, Inc.
ATEC
Shares Held
52K
Value
$751.72K
TechnipFMC plc
FTI
Shares Held
51K
Value
$2.01M
MercadoLibre, Inc.
MELI
Shares Held
50K
Value
$115.71M
OPENLANE, Inc.
KAR
Shares Held
48K
Value
$1.37M
American Superconductor Corporation
AMSC
Shares Held
47K
Value
$2.81M
Brilliant Earth Group, Inc.
BRLT
Shares Held
45K
Value
$92.29K
Corporación América Airports S.A.
CAAP
Shares Held
44K
Value
$790.96K
Liquidity Services, Inc.
LQDT
Shares Held
41K
Value
$1.12M
Sweetgreen, Inc.
SG
Shares Held
40K
Value
$320.26K
Cameco Corporation
CCJ
Shares Held
39K
Value
$3.24M
Argan, Inc.
AGX
Shares Held
38K
Value
$10.14M
Barrett Business Services, Inc.
BBSI
Shares Held
37K
Value
$1.63M
BWX Technologies, Inc.
BWXT
Shares Held
37K
Value
$6.78M
BridgeBio Pharma, Inc.
BBIO
Shares Held
36K
Value
$1.88M
VSE Corporation
VSEC
Shares Held
34K
Value
$5.72M
CompoSecure, Inc.
CMPO
Shares Held
33K
Value
$695.28K
Affirm Holdings, Inc.
AFRM
Shares Held
33K
Value
$2.42M