POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASML | 20K | $19.17M |
 | BELFB | 20K | $2.76M |
 | GTES | 19K | $480.12K |
 | AUR | 18K | $98.99K |
 | HCI | 18K | $3.49M |
 | VCTR | 18K | $1.17M |
 | ASTE | 18K | $871.54K |
 | SRRK | 18K | $672.55K |
 | TIGO | 18K | $857.31K |
 | GH | 17K | $1.08M |
 | CPF | 17K | $522.97K |
 | TEM | 17K | $1.36M |
 | GRAL | 17K | $985.87K |
 | OPY | 16K | $1.21M |
 | LMB | 16K | $1.53M |
 | AAPL | 15K | $3.91M |
 | NGVC | 14K | $571.08K |
 | CAKE | 14K | $777.31K |
 | MIRM | 13K | $977.88K |
 | SVV | 13K | $172.54K |
ASML Holding N.V.
ASML
Shares Held
20K
Value
$19.17M
Bel Fuse Inc.
BELFB
Shares Held
20K
Value
$2.76M
Gates Industrial Corporation plc
GTES
Shares Held
19K
Value
$480.12K
Aurora Innovation, Inc.
AUR
Shares Held
18K
Value
$98.99K
HCI Group, Inc.
HCI
Shares Held
18K
Value
$3.49M
Victory Capital Holdings, Inc.
VCTR
Shares Held
18K
Value
$1.17M
Astec Industries, Inc.
ASTE
Shares Held
18K
Value
$871.54K
Scholar Rock Holding Corporation
SRRK
Shares Held
18K
Value
$672.55K
Millicom International Cellular S.A.
TIGO
Shares Held
18K
Value
$857.31K
Guardant Health, Inc.
GH
Shares Held
17K
Value
$1.08M
Central Pacific Financial Corp.
CPF
Shares Held
17K
Value
$522.97K
Tempus AI, Inc.
TEM
Shares Held
17K
Value
$1.36M
GRAIL, Inc.
GRAL
Shares Held
17K
Value
$985.87K
Oppenheimer Holdings Inc.
OPY
Shares Held
16K
Value
$1.21M
Limbach Holdings, Inc.
LMB
Shares Held
16K
Value
$1.53M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.91M
Natural Grocers by Vitamin Cottage, Inc.
NGVC
Shares Held
14K
Value
$571.08K
The Cheesecake Factory Incorporated
CAKE
Shares Held
14K
Value
$777.31K
Mirum Pharmaceuticals, Inc.
MIRM
Shares Held
13K
Value
$977.88K
Savers Value Village, Inc.
SVV
Shares Held
13K
Value
$172.54K