The Analysis of POLEN CAPITAL MANAGEMENT LLC's Holdings
Currently, POLEN CAPITAL MANAGEMENT LLC holds 231 types of securities in its portfolio with a total value $23.4B. In the most recent quarter, they have increased their positions in NOW (+4.6M shares, valued at $698.0M), ISRG (+842.6K shares, valued at $477.2M), IWF (+548.2K shares, valued at $259.5M); decreased their positions in SHOP (-3.9M shares, valued at $621.2M), AMZN (-2.6M shares, valued at $598.5M), MSFT (-1.1M shares, valued at $536.9M); initiated new positions in ISRG (+842.6K shares, valued at $477.2M), IVV (+13.7K shares, valued at $9.4M), SPHR (+23.8K shares, valued at $2.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC8.7M shares-23.05%2025-12-312026-02-12
MSFT MICROSOFT CORP3.9M shares-22.11%2025-12-312026-02-12 ORCL ORACLE CORP7.2M shares-22.64%2025-12-312026-02-12 LLY ELI LILLY & CO1.2M shares-23.22%2025-12-312026-02-12 ALPHABET INC ALPHABET INC4.0M shares-13.41%2025-12-312026-02-12 BROADCOM INC BROADCOM INC3.5M shares-21.27%2025-12-312026-02-12 MA MASTERCARD INCORPORATED2.1M shares-22.24%2025-12-312026-02-12 V VISA INC3.4M shares-22.23%2025-12-312026-02-12 SHOP SHOPIFY INC7.2M shares-34.89%2025-12-312026-02-12 NVDA NVIDIA CORPORATION5.3M shares-15.39%2025-12-312026-02-12 NOW SERVICENOW INC5.7M shares405.37%2025-12-312026-02-12 MSCI MSCI INC1.3M shares-15.96%2025-12-312026-02-12 ZTS ZOETIS INC5.6M shares-26.00%2025-12-312026-02-12 AON PLC AON PLC1.8M shares-25.86%2025-12-312026-02-12 IDXX IDEXX LABS INC960.5K shares-14.78%2025-12-312026-02-12 SBUX STARBUCKS CORP6.8M shares-23.60%2025-12-312026-02-12 ABT ABBOTT LABS4.0M shares-46.61%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC842.6K sharesnew addition2025-12-312026-02-12 ADBE ADOBE INC1.3M shares-27.55%2025-12-312026-02-12 ABNB AIRBNB INC3.0M shares-23.75%2025-12-312026-02-12 SNPS SYNOPSYS INC844.9K shares-19.13%2025-12-312026-02-12 BSX BOSTON SCIENTIFIC CORP4.0M shares-28.20%2025-12-312026-02-12 IWF ISHARES TR776.1K shares240.61%2025-12-312026-02-12 INTU INTUIT512.7K shares-22.53%2025-12-312026-02-12 CSGP COSTAR GROUP INC4.9M shares-23.35%2025-12-312026-02-12 PAYC PAYCOM SOFTWARE INC1.8M shares-30.40%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC3.6M shares-21.99%2025-12-312026-02-12 MELI MERCADOLIBRE INC47.9K shares-3.22%2025-12-312026-02-12 ACWI ISHARES TR610.1K shares220.37%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD200.6K shares13.29%2025-12-312026-02-12 SAP SAP SE233.3K shares-32.36%2025-12-312026-02-12 SPOT SPOTIFY TECHNOLOGY S A71.7K shares547.02%2025-12-312026-02-12 NU NU HLDGS LTD1.2M shares-24.87%2025-12-312026-02-12 ICLR ICON PLC105.2K shares-76.28%2025-12-312026-02-12 NFLX NETFLIX INC173.8K shares-63.71%2025-12-312026-02-12 VUG VANGUARD INDEX FDS33.1K shares184.94%2025-12-312026-02-12 HDB HDFC BANK LTD367.0K shares-38.15%2025-12-312026-02-12 ASML ASML HOLDING N V11.2K shares-43.45%2025-12-312026-02-12 MNDY MONDAY COM LTD79.3K shares-36.94%2025-12-312026-02-12 ALPHABET INC ALPHABET INC30.9K shares-93.48%2025-12-312026-02-12 IVV ISHARES TR13.7K sharesnew addition2025-12-312026-02-12 ONON ON HLDG AG194.5K shares-24.73%2025-12-312026-02-12 WTW WILLIS TOWERS WATSON PLC LTD27.4K shares-87.52%2025-12-312026-02-12 ACWX ISHARES TR126.8K shares105.74%2025-12-312026-02-12 MEDTRONIC PLC MEDTRONIC PLC84.5K shares-32.38%2025-12-312026-02-12 AGX ARGAN INC24.9K shares-33.70%2025-12-312026-02-12 WGS GENEDX HOLDINGS CORP59.9K shares-12.19%2025-12-312026-02-12 TME TENCENT MUSIC ENTMT GROUP412.5K shares-26.53%2025-12-312026-02-12 DLO DLOCAL LTD466.8K shares-33.25%2025-12-312026-02-12 BE BLOOM ENERGY CORP75.4K shares-42.59%2025-12-312026-02-12 POWL POWELL INDS INC20.3K shares-12.91%2025-12-312026-02-12 VSEC VSE CORP34.4K shares-0.09%2025-12-312026-02-12 GLOB GLOBANT S A90.5K shares-33.04%2025-12-312026-02-12 BWXT BWX TECHNOLOGIES INC32.3K shares-12.03%2025-12-312026-02-12 SE SEA LTD42.7K shares-39.19%2025-12-312026-02-12 ADPT ADAPTIVE BIOTECHNOLOGIES COR325.8K shares11.87%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX F33.6K shares632.49%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR6.7K shares167.93%2025-12-312026-02-12 MMYT MAKEMYTRIP LIMITED MAURITIUS53.7K shares-38.53%2025-12-312026-02-12 RHLD RESOLUTE HLDGS MGMT INC20.9K shares0.00%2025-12-312026-02-12 IESC IES HLDGS INC10.9K shares-9.91%2025-12-312026-02-12 CECO CECO ENVIRONMENTAL CORP69.8K shares15.86%2025-12-312026-02-12 BELFB BEL FUSE INC22.5K shares15.27%2025-12-312026-02-12 CVNA CARVANA CO9.0K shares-14.17%2025-12-312026-02-12 IBN ICICI BANK LIMITED123.9K shares-44.77%2025-12-312026-02-12 TSLA TESLA INC8.2K shares-4.88%2025-12-312026-02-12 PDD PDD HOLDINGS INC31.3K shares-50.49%2025-12-312026-02-12 HCI HCI GROUP INC18.1K shares-0.23%2025-12-312026-02-12 KARO KAROOOOO LTD74.8K shares-9.43%2025-12-312026-02-12 JOBY JOBY AVIATION INC250.1K shares-21.43%2025-12-312026-02-12 SOFI SOFI TECHNOLOGIES INC117.5K shares-17.99%2025-12-312026-02-12 BBIO BRIDGEBIO PHARMA INC38.2K shares5.74%2025-12-312026-02-12 ATRO ASTRONICS CORP53.7K shares-0.56%2025-12-312026-02-12 REAL THE REALREAL INC175.1K shares142.88%2025-12-312026-02-12 W WAYFAIR INC26.9K shares-10.06%2025-12-312026-02-12 IRMD IRADIMED CORP26.9K shares-5.51%2025-12-312026-02-12 DAVE INC DAVE INC11.8K shares-5.02%2025-12-312026-02-12 HURN HURON CONSULTING GROUP INC15.1K shares46.49%2025-12-312026-02-12 CCJ CAMECO CORP28.2K shares-27.05%2025-12-312026-02-12 IE IVANHOE ELECTRIC INC157.9K shares-16.14%2025-12-312026-02-12 AFRM AFFIRM HLDGS INC33.0K shares-0.38%2025-12-312026-02-12 WDAY WORKDAY INC10.8K shares-99.42%2025-12-312026-02-12 LASR NLIGHT INC61.6K shares18.92%2025-12-312026-02-12 AMPX AMPRIUS TECHNOLOGIES INC288.3K shares-15.07%2025-12-312026-02-12 CATH GLOBAL X FDS27.6K shares-10.69%2025-12-312026-02-12 SPHR SPHERE ENTERTAINMENT CO23.8K sharesnew addition2025-12-312026-02-12 IT GARTNER INC8.8K shares-5.72%2025-12-312026-02-12 PL PLANET LABS PBC111.5K sharesnew addition2025-12-312026-02-12 FSLR FIRST SOLAR INC8.3K shares-25.97%2025-12-312026-02-12 BKD BROOKDALE SR LIVING INC200.6K shares20.22%2025-12-312026-02-12 AAPL APPLE INC7.7K shares-49.70%2025-12-312026-02-12 ATEC ALPHATEC HLDGS INC95.8K shares85.22%2025-12-312026-02-12 GH GUARDANT HEALTH INC19.7K shares13.87%2025-12-312026-02-12 MOD MODINE MFG CO14.3K shares-56.00%2025-12-312026-02-12 CRS CARPENTER TECHNOLOGY CORP6.1K shares-0.41%2025-12-312026-02-12 VTI VANGUARD INDEX FDS5.7K sharesnew addition2025-12-312026-02-12 MIR MIRION TECHNOLOGIES INC79.4K shares4.34%2025-12-312026-02-12 BFLY BUTTERFLY NETWORK INC473.0K sharesnew addition2025-12-312026-02-12 PTGX PROTAGONIST THERAPEUTICS INC20.3K shares0.12%2025-12-312026-02-12 RDVT RED VIOLET INC30.3K shares0.31%2025-12-312026-02-12 FTI TECHNIPFMC PLC35.9K shares-29.47%2025-12-312026-02-12 KTOS KRATOS DEFENSE & SEC SOLUTIO19.7K shares-16.96%2025-12-312026-02-12 YOU CLEAR SECURE INC39.3K shares36.21%2025-12-312026-02-12 KAR OPENLANE INC46.3K shares-3.11%2025-12-312026-02-12 CAAP CORPORACION AMER ARPTS S A51.9K shares18.94%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC2.3K shares-97.99%2025-12-312026-02-12 XMTR XOMETRY INC22.3K shares169.25%2025-12-312026-02-12 TMDX TRANSMEDICS GROUP INC10.8K shares90.30%2025-12-312026-02-12 SEI SOLARIS ENERGY INFRAS INC28.6K sharesnew addition2025-12-312026-02-12 ERO ERO COPPER CORP45.5K sharesnew addition2025-12-312026-02-12 SION SIONNA THERAPEUTICS INC31.3K shares0.00%2025-12-312026-02-12 ESTA ESTABLISHMENT LABS HLDGS INC17.5K sharesnew addition2025-12-312026-02-12 ESQ ESQUIRE FINL HLDGS INC11.7K shares0.00%2025-12-312026-02-12 OPY OPPENHEIMER HLDGS INC16.3K shares0.00%2025-12-312026-02-12 PLPC PREFORMED LINE PRODS CO5.7K shares0.00%2025-12-312026-02-12 GRAL GRAIL INC13.5K shares-18.87%2025-12-312026-02-12 LQDA LIQUIDIA CORPORATION33.5K sharesnew addition2025-12-312026-02-12 KOD KODIAK SCIENCES INC41.3K shares91.68%2025-12-312026-02-12 GGAL GRUPO FINANCIERO GALICIA S.A21.4K sharesnew addition2025-12-312026-02-12 ROAD CONSTRUCTION PARTNERS INC10.6K shares-2.37%2025-12-312026-02-12 AORT ARTIVION INC25.3K sharesnew addition2025-12-312026-02-12 CRDO CREDO TECHNOLOGY GROUP HOLDI7.9K shares-21.66%2025-12-312026-02-12 HHH HOWARD HUGHES HOLDINGS INC14.0K shares-41.32%2025-12-312026-02-12 ROCKET LAB CORP ROCKET LAB CORP15.3K sharesnew addition2025-12-312026-02-12 MIRM MIRUM PHARMACEUTICALS INC13.4K shares0.16%2025-12-312026-02-12 XERS XERIS BIOPHARMA HOLDINGS INC133.4K shares0.17%2025-12-312026-02-12 CEG CONSTELLATION ENERGY CORP2.8K shares-33.03%2025-12-312026-02-12 TIGO MILLICOM INTL CELLULAR S A17.7K shares0.13%2025-12-312026-02-12 ASTE ASTEC INDS INC22.3K shares23.39%2025-12-312026-02-12 SRRK SCHOLAR ROCK HLDG CORP21.8K shares20.50%2025-12-312026-02-12 AX AXOS FINANCIAL INC11.0K shares19.69%2025-12-312026-02-12 KURA KURA ONCOLOGY INC90.8K sharesnew addition2025-12-312026-02-12 TDUP THREDUP INC145.6K shares31.93%2025-12-312026-02-12 SMR NUSCALE PWR CORP64.6K shares-22.66%2025-12-312026-02-12 TSHA TAYSHA GENE THERAPIES INC156.6K sharesnew addition2025-12-312026-02-12 UPWK UPWORK INC43.1K shares278.70%2025-12-312026-02-12 BW BABCOCK & WILCOX ENTERPRISES122.3K sharesnew addition2025-12-312026-02-12 ASPI ASP ISOTOPES INC139.5K shares-40.10%2025-12-312026-02-12 SWIM LATHAM GROUP INC112.4K shares-32.58%2025-12-312026-02-12 VCTR VICTORY CAP HLDGS INC11.1K shares-38.54%2025-12-312026-02-12 CPF CENTRAL PAC FINL CORP22.1K shares28.50%2025-12-312026-02-12 CRM SALESFORCE INC2.6K shares-31.21%2025-12-312026-02-12 AMSC AMERICAN SUPERCONDUCTOR CORP23.6K shares-50.17%2025-12-312026-02-12 CW CURTISS WRIGHT CORP1.2K shares-36.56%2025-12-312026-02-12 ODD ODDITY TECH LTD16.2K shares-35.06%2025-12-312026-02-12 IHRT IHEARTMEDIA INC155.5K shares9.74%2025-12-312026-02-12 CMPO COMPOSECURE INC33.4K shares0.00%2025-12-312026-02-12 PBI PITNEY BOWES INC60.7K shares-31.38%2025-12-312026-02-12 NUVL NUVALENT INC6.4K sharesnew addition2025-12-312026-02-12 FROG JFROG LTD9.9K sharesnew addition2025-12-312026-02-12 CYTK CYTOKINETICS INC9.6K sharesnew addition2025-12-312026-02-12 SES SES AI CORPORATION338.2K shares-15.28%2025-12-312026-02-12 AEHR AEHR TEST SYS30.1K shares29.19%2025-12-312026-02-12 STRL STERLING INFRASTRUCTURE INC2.0K shares-40.36%2025-12-312026-02-12 FIGS FIGS INC48.8K sharesnew addition2025-12-312026-02-12 VELO3D INC VELO3D INC39.9K sharesnew addition2025-12-312026-02-12 APEI AMERICAN PUB ED INC14.1K sharesnew addition2025-12-312026-02-12 CSIQ CANADIAN SOLAR INC22.2K sharesnew addition2025-12-312026-02-12 NSSC NAPCO SEC TECHNOLOGIES INC12.6K shares0.00%2025-12-312026-02-12 FIGR FIGURE TECHNOLOGY SOLUTIO12.8K sharesnew addition2025-12-312026-02-12 EMBJ EMBRAER S.A.7.9K shares-60.10%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN2.0K shares-19.71%2025-12-312026-02-12 TLN TALEN ENERGY CORP1.3K shares-66.54%2025-12-312026-02-12 SGOV ISHARES TR5.0K shares0.00%2025-12-312026-02-12 PRCH PORCH GROUP INC53.7K shares-75.31%2025-12-312026-02-12 NRG NRG ENERGY INC3.0K shares-49.53%2025-12-312026-02-12 KRMN KARMAN HLDGS INC6.5K sharesnew addition2025-12-312026-02-12 CELC CELCUITY INC4.7K sharesnew addition2025-12-312026-02-12 LMB LIMBACH HLDGS INC5.9K shares-62.57%2025-12-312026-02-12 HQY HEALTHEQUITY INC5.0K sharesnew addition2025-12-312026-02-12 MAMA MAMAS CREATIONS INC33.0K sharesnew addition2025-12-312026-02-12 DNLI DENALI THERAPEUTICS INC26.9K sharesnew addition2025-12-312026-02-12 SNDK SANDISK CORP1.9K sharesnew addition2025-12-312026-02-12 SKYW SKYWEST INC4.4K shares-64.10%2025-12-312026-02-12 ZGN ERMENEGILDO ZEGNA N V42.8K sharesnew addition2025-12-312026-02-12 TWLO TWILIO INC3.1K shares1.49%2025-12-312026-02-12 ESPR ESPERION THERAPEUTICS INC NE116.3K sharesnew addition2025-12-312026-02-12 OPFI OPPFI INC40.5K shares-33.64%2025-12-312026-02-12 LUXE LUXEXPERIENCE BV50.3K shares64.76%2025-12-312026-02-12 MESOBLAST LTD MESOBLAST LTD23.0K sharesnew addition2025-12-312026-02-12 NMRK NEWMARK GROUP INC23.6K shares113.15%2025-12-312026-02-12 GRBK GREEN BRICK PARTNERS INC6.5K sharesnew addition2025-12-312026-02-12 AVAV AEROVIRONMENT INC1.7K shares48.81%2025-12-312026-02-12 PSNL PERSONALIS INC50.7K sharesnew addition2025-12-312026-02-12 GHM GRAHAM CORP6.2K sharesnew addition2025-12-312026-02-12 ADT ADT INC DEL49.4K shares-36.82%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC1.2K shares-19.29%2025-12-312026-02-12 NAMS NEWAMSTERDAM PHARMA COMPANY11.2K sharesnew addition2025-12-312026-02-12 MEDP MEDPACE HLDGS INC696 shares-12.12%2025-12-312026-02-12 AYI ACUITY INC1.1K shares-33.81%2025-12-312026-02-12 OLMA OLEMA PHARMACEUTICALS INC15.2K sharesnew addition2025-12-312026-02-12 APPN APPIAN CORP10.4K sharesnew addition2025-12-312026-02-12 AXTI AXT INC22.2K sharesnew addition2025-12-312026-02-12 LYFT LYFT INC18.2K sharesnew addition2025-12-312026-02-12 ABCL ABCELLERA BIOLOGICS INC102.5K shares-61.93%2025-12-312026-02-12 ADSK AUTODESK INC1.2K shares-9.22%2025-12-312026-02-12 WINA WINMARK CORP859 sharesnew addition2025-12-312026-02-12 IOO ISHARES TR2.7K sharesnew addition2025-12-312026-02-12 GAP GAP INC12.9K sharesnew addition2025-12-312026-02-12 WAL WESTERN ALLIANCE BANCORP3.8K shares-42.92%2025-12-312026-02-12 HLLY HOLLEY INC77.0K sharesnew addition2025-12-312026-02-12 TTAN SERVICETITAN INC3.0K shares32.69%2025-12-312026-02-12 NTRA NATERA INC1.4K shares-52.97%2025-12-312026-02-12 MLI MUELLER INDS INC2.7K shares-45.35%2025-12-312026-02-12 AWI ARMSTRONG WORLD INDS INC NEW1.5K shares27.30%2025-12-312026-02-12 SSYS STRATASYS LTD32.5K shares-38.49%2025-12-312026-02-12 ULS UL SOLUTIONS INC3.4K sharesnew addition2025-12-312026-02-12 ASND ASCENDIS PHARMA A/S1.2K shares-56.22%2025-12-312026-02-12 PACB PACIFIC BIOSCIENCES CALIF IN137.1K sharesnew addition2025-12-312026-02-12 SYM SYMBOTIC INC4.3K shares-48.74%2025-12-312026-02-12 LTH LIFE TIME GROUP HOLDINGS INC9.6K shares-70.65%2025-12-312026-02-12 CPS COOPER STD HLDGS INC7.6K sharesnew addition2025-12-312026-02-12 EOSE EOS ENERGY ENTERPRISES INC21.1K shares0.00%2025-12-312026-02-12 U UNITY SOFTWARE INC5.4K shares-36.90%2025-12-312026-02-12 PTON PELOTON INTERACTIVE INC36.8K shares-88.66%2025-12-312026-02-12 SERV SERVE ROBOTICS INC21.8K sharesnew addition2025-12-312026-02-12 TEM TEMPUS AI INC3.8K shares-77.70%2025-12-312026-02-12 CCO CLEAR CHANNEL OUTDOOR HLDGS95.9K sharesnew addition2025-12-312026-02-12 PRLB PROTO LABS INC4.1K sharesnew addition2025-12-312026-02-12 ROIV ROIVANT SCIENCES LTD9.7K sharesnew addition2025-12-312026-02-12 RR RICHTECH ROBOTICS INC64.3K sharesnew addition2025-12-312026-02-12 PYPL PAYPAL HLDGS INC3.5K shares-8.60%2025-12-312026-02-12 OSCR OSCAR HEALTH INC13.8K shares-36.13%2025-12-312026-02-12 PGEN PRECIGEN INC42.1K sharesnew addition2025-12-312026-02-12 GDYN GRID DYNAMICS HLDGS INC19.4K sharesnew addition2025-12-312026-02-12 SOPH SOPHIA GENETICS SA21.7K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
BWXT Put PutBWX TECHNOLOGIES INC12.5K sharesnew addition2025-12-312026-02-12 BE Put PutBLOOM ENERGY CORP21.6K sharesnew addition2025-12-312026-02-12 SOFI Put PutSOFI TECHNOLOGIES INC41.8K sharesnew addition2025-12-312026-02-12