POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HIMS | 13K | $716.03K |
 | NSSC | 13K | $539.75K |
 | DAVE | 12K | $2.48M |
 | NXE | 12K | $110.16K |
 | SKYW | 12K | $1.23M |
 | IESC | 12K | $4.83M |
 | ESQ | 12K | $1.19M |
 | MRUS | 11K | $1.08M |
 | UPWK | 11K | $211.40K |
 | LRN | 11K | $1.67M |
 | FSLR | 11K | $2.47M |
 | NMRK | 11K | $206.66K |
 | SPOT | 11K | $7.73M |
 | ROAD | 11K | $1.38M |
 | FTAI | 11K | $1.80M |
 | KO | 10K | $695.70K |
 | CVNA | 10K | $3.94M |
 | CVLT | 10K | $1.96M |
 | HURN | 10K | $1.51M |
 | CRDO | 10K | $1.47M |
Hims & Hers Health, Inc.
HIMS
Shares Held
13K
Value
$716.03K
Napco Security Technologies, Inc.
NSSC
Shares Held
13K
Value
$539.75K
Dave Inc.
DAVE
Shares Held
12K
Value
$2.48M
NexGen Energy Ltd.
NXE
Shares Held
12K
Value
$110.16K
SkyWest, Inc.
SKYW
Shares Held
12K
Value
$1.23M
IES Holdings, Inc.
IESC
Shares Held
12K
Value
$4.83M
Esquire Financial Holdings, Inc.
ESQ
Shares Held
12K
Value
$1.19M
Merus N.V.
MRUS
Shares Held
11K
Value
$1.08M
Upwork Inc.
UPWK
Shares Held
11K
Value
$211.40K
Stride, Inc.
LRN
Shares Held
11K
Value
$1.67M
First Solar, Inc.
FSLR
Shares Held
11K
Value
$2.47M
Newmark Group, Inc.
NMRK
Shares Held
11K
Value
$206.66K
Spotify Technology S.A.
SPOT
Shares Held
11K
Value
$7.73M
Construction Partners, Inc.
ROAD
Shares Held
11K
Value
$1.38M
FTAI Aviation Ltd.
FTAI
Shares Held
11K
Value
$1.80M
The Coca-Cola Company
KO
Shares Held
10K
Value
$695.70K
Carvana Co.
CVNA
Shares Held
10K
Value
$3.94M
Commvault Systems, Inc.
CVLT
Shares Held
10K
Value
$1.96M
Huron Consulting Group Inc.
HURN
Shares Held
10K
Value
$1.51M
Credo Technology Group Holding Ltd
CRDO
Shares Held
10K
Value
$1.47M