POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHEF | 9K | $553.73K |
 | IT | 9K | $2.44M |
 | AX | 9K | $777.00K |
 | BEAM | 9K | $221.66K |
 | NYAX | 9K | $434.39K |
 | NTNX | 9K | $656.12K |
 | U | 9K | $345.75K |
 | TSLA | 9K | $3.82M |
 | SYM | 8K | $451.95K |
 | XMTR | 8K | $451.56K |
 | CAVA | 8K | $478.57K |
 | DOCS | 7K | $527.49K |
 | WAL | 7K | $576.86K |
 | Z | 7K | $503.83K |
 | ELF | 6K | $858.21K |
 | CRS | 6K | $1.49M |
 | NRG | 6K | $973.16K |
 | PSTG | 6K | $499.76K |
 | TMDX | 6K | $638.42K |
 | PLPC | 6K | $1.11M |
The Chefs' Warehouse, Inc.
CHEF
Shares Held
9K
Value
$553.73K
Gartner, Inc.
IT
Shares Held
9K
Value
$2.44M
Axos Financial, Inc.
AX
Shares Held
9K
Value
$777.00K
Beam Therapeutics Inc.
BEAM
Shares Held
9K
Value
$221.66K
Nayax Ltd.
NYAX
Shares Held
9K
Value
$434.39K
Nutanix, Inc.
NTNX
Shares Held
9K
Value
$656.12K
Unity Software Inc.
U
Shares Held
9K
Value
$345.75K
Tesla, Inc.
TSLA
Shares Held
9K
Value
$3.82M
Symbotic Inc.
SYM
Shares Held
8K
Value
$451.95K
Xometry, Inc.
XMTR
Shares Held
8K
Value
$451.56K
CAVA Group, Inc.
CAVA
Shares Held
8K
Value
$478.57K
Doximity, Inc.
DOCS
Shares Held
7K
Value
$527.49K
Western Alliance Bancorporation
WAL
Shares Held
7K
Value
$576.86K
Zillow Group, Inc. Class C
Z
Shares Held
7K
Value
$503.83K
e.l.f. Beauty, Inc.
ELF
Shares Held
6K
Value
$858.21K
Carpenter Technology Corporation
CRS
Shares Held
6K
Value
$1.49M
NRG Energy, Inc.
NRG
Shares Held
6K
Value
$973.16K
Pure Storage, Inc.
PSTG
Shares Held
6K
Value
$499.76K
TransMedics Group, Inc.
TMDX
Shares Held
6K
Value
$638.42K
Preformed Line Products Company
PLPC
Shares Held
6K
Value
$1.11M