POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LTH | 33K | $903.62K |
 | MOD | 33K | $4.62M |
 | SION | 31K | $919.30K |
 | RDVT | 30K | $1.58M |
 | W | 30K | $2.67M |
 | YOU | 29K | $963.71K |
 | IRMD | 28K | $2.03M |
 | CORT | 28K | $2.36M |
 | UTI | 25K | $821.79K |
 | ODD | 25K | $1.55M |
 | HHH | 24K | $1.96M |
 | KTOS | 24K | $2.17M |
 | POWL | 23K | $7.12M |
 | AEHR | 23K | $701.80K |
 | KOD | 22K | $353.05K |
 | OSCR | 22K | $407.68K |
 | EOSE | 21K | $240.10K |
 | EVER | 21K | $477.32K |
 | PTGX | 20K | $1.35M |
 | ERJ | 20K | $1.20M |
Life Time Group Holdings, Inc.
LTH
Shares Held
33K
Value
$903.62K
Modine Manufacturing Company
MOD
Shares Held
33K
Value
$4.62M
Sionna Therapeutics, Inc.
SION
Shares Held
31K
Value
$919.30K
Red Violet, Inc.
RDVT
Shares Held
30K
Value
$1.58M
Wayfair Inc.
W
Shares Held
30K
Value
$2.67M
Clear Secure, Inc.
YOU
Shares Held
29K
Value
$963.71K
IRadimed Corporation
IRMD
Shares Held
28K
Value
$2.03M
Corcept Therapeutics Incorporated
CORT
Shares Held
28K
Value
$2.36M
Universal Technical Institute, Inc.
UTI
Shares Held
25K
Value
$821.79K
Oddity Tech Ltd.
ODD
Shares Held
25K
Value
$1.55M
Howard Hughes Holdings Inc.
HHH
Shares Held
24K
Value
$1.96M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
24K
Value
$2.17M
Powell Industries, Inc.
POWL
Shares Held
23K
Value
$7.12M
Aehr Test Systems
AEHR
Shares Held
23K
Value
$701.80K
Kodiak Sciences Inc.
KOD
Shares Held
22K
Value
$353.05K
Oscar Health, Inc.
OSCR
Shares Held
22K
Value
$407.68K
Eos Energy Enterprises, Inc.
EOSE
Shares Held
21K
Value
$240.10K
EverQuote, Inc.
EVER
Shares Held
21K
Value
$477.32K
Protagonist Therapeutics, Inc.
PTGX
Shares Held
20K
Value
$1.35M
Embraer S.A.
ERJ
Shares Held
20K
Value
$1.20M