MondegarAI
POLEN CAPITAL MANAGEMENT LLC

Q3 2025 · 13F-HR

POLEN CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-11-12 · accession 0001172661-25-004691

$30.80B
Reported value
232
Positions
2025-09-30
Period end
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The Brief · POLEN CAPITAL MANAGEMENT LLC · Q3 2025

AI · grounded in 13F

POLEN CAPITAL MANAGEMENT LLC established a new position in ORCL valued at $2.61B. The fund also initiated new stakes in MSFT for $2.60B and AMZN for $2.47B. Additional new positions include SHOP at $1.64B, MA at $1.56B, and V at $1.48B. Total assets under management stand at $30.80B across 232 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
68389X105ORCLORACLE CORP$2.61B8.48%9,288,638CommonSOLE
594918104MSFTMICROSOFT CORP$2.60B8.44%5,020,158CommonSOLE
023135106AMZNAMAZON COM INC$2.47B8.02%11,246,528CommonSOLE
82509L107SHOPSHOPIFY INC$1.64B5.34%11,060,906CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.56B5.06%2,741,243CommonSOLE
92826C839VVISA INC$1.48B4.81%4,340,224CommonSOLE
11135F101AVGOBROADCOM INC$1.48B4.80%4,485,854CommonSOLE
532457108LLYELI LILLY & CO$1.24B4.02%1,622,967CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.17B3.81%6,297,034CommonSOLE
02079K107GOOGALPHABET INC$1.13B3.67%4,640,242CommonSOLE
98978V103ZTSZOETIS INC$1.10B3.57%7,516,911CommonSOLE
81762P102NOWSERVICENOW INC$1.03B3.36%1,124,076CommonSOLE
002824100ABTABBOTT LABS$993.9M3.23%7,420,604CommonSOLE
55354G100MSCIMSCI INC$898.7M2.92%1,583,939CommonSOLE
G0403H108AONAON PLC$887.9M2.88%2,490,167CommonSOLE
855244109SBUXSTARBUCKS CORP$751.3M2.44%8,881,141CommonSOLE
45168D104IDXXIDEXX LABS INC$720.1M2.34%1,127,147CommonSOLE
00724F101ADBEADOBE INC$655.1M2.13%1,857,198CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$607.1M1.97%2,461,759CommonSOLE
64110L106NFLXNETFLIX INC$574.1M1.86%478,880CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$548.7M1.78%2,636,423CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$546.6M1.77%5,598,286CommonSOLE
22160N109CSGPCOSTAR GROUP INC$538.4M1.75%6,380,909CommonSOLE
871607107SNPSSYNOPSYS INC$515.5M1.67%1,044,800CommonSOLE
009066101ABNBAIRBNB INC$482.6M1.57%3,974,571CommonSOLE
461202103INTUINTUIT$451.9M1.47%661,727CommonSOLE
98138H101WDAYWORKDAY INC$448.3M1.46%1,862,271CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$447.8M1.45%4,570,653CommonSOLE
58733R102MELIMERCADOLIBRE INC$115.7M0.38%49,515CommonSOLE
02079K305GOOGLALPHABET INC$115.1M0.37%473,431CommonSOLE
464287614IWFISHARES TR$106.7M0.35%227,851CommonSOLE
803054204SAPSAP SE$92.2M0.30%344,952CommonSOLE
G4705A100ICLRICON PLC$77.6M0.25%443,461CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$75.9M0.25%219,784CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$55.5M0.18%114,513CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$49.5M0.16%177,059CommonSOLE
464288257ACWIISHARES TR$26.3M0.09%190,449CommonSOLE
G6683N103NUNU HLDGS LTD$24.7M0.08%1,541,162CommonSOLE
M7S64H106MNDYMONDAY COM LTD$24.4M0.08%125,811CommonSOLE
40415F101HDBHDFC BANK LTD$20.3M0.07%593,360CommonSOLE
N07059210ASMLASML HOLDING N V$19.2M0.06%19,797CommonSOLE
464288513HYGISHARES TR$16.2M0.05%200,000CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$13.1M0.04%561,433CommonSOLE
81141R100SESEA LTD$12.6M0.04%70,233CommonSOLE
G5960L103MDTMEDTRONIC PLC$11.9M0.04%124,956CommonSOLE
093712107BEBLOOM ENERGY CORP$11.1M0.04%131,390CommonSOLE
H5919C104ONONON HLDG AG$10.9M0.04%258,374CommonSOLE
04010E109AGXARGAN INC$10.1M0.03%37,533CommonSOLE
G29018101DLODLOCAL LTD$10.0M0.03%699,379CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.5M0.03%44,774CommonSOLE
722304102PDDPDD HOLDINGS INC$8.4M0.03%63,283CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$8.2M0.03%87,289CommonSOLE
L44385109GLOBGLOBANT S A$7.8M0.03%135,108CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$7.7M0.03%11,075CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$7.3M0.02%68,169CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$7.3M0.02%210,976CommonSOLE
739128106POWLPOWELL INDS INC$7.1M0.02%23,357CommonSOLE
45104G104IBNICICI BANK LIMITED$6.8M0.02%224,267CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$6.8M0.02%36,748CommonSOLE
75134P600METCRAMACO RES INC$6.1M0.02%182,332CommonSOLE
918284100VSECVSE CORP$5.7M0.02%34,420CommonSOLE
922908736VUGVANGUARD INDEX FDS$5.6M0.02%11,625CommonSOLE
G65163100JOBYJOBY AVIATION INC$5.1M0.02%318,267CommonSOLE
44951W106IESCIES HLDGS INC$4.8M0.02%12,144CommonSOLE
Y4600W108KAROKAROOOOO LTD$4.7M0.02%82,608CommonSOLE
607828100MODMODINE MFG CO$4.6M0.02%32,523CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$4.4M0.01%291,197CommonSOLE
464288240ACWXISHARES TR$4.0M0.01%61,612CommonSOLE
146869102CVNACARVANA CO$3.9M0.01%10,456CommonSOLE
037833100AAPLAPPLE INC$3.9M0.01%15,355CommonSOLE
88160R101TSLATESLA INC$3.8M0.01%8,590CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$3.8M0.01%143,218CommonSOLE
733245104PRCHPORCH GROUP INC$3.6M0.01%217,423CommonSOLE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$3.6M0.01%339,427CommonSOLE
40416E103HCIHCI GROUP INC$3.5M0.01%18,168CommonSOLE
13321L108CCJCAMECO CORP$3.2M0.01%38,622CommonSOLE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$3.2M0.01%22,529CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$3.1M0.01%60,223CommonSOLE
67079K100SMRNUSCALE PWR CORP$3.0M0.01%83,543CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$2.9M0.01%324,372CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$2.8M0.01%47,291CommonSOLE
077347300BELFBBEL FUSE INC$2.8M0.01%19,539CommonSOLE
94419L101WWAYFAIR INC$2.7M0.01%29,861CommonSOLE
922908629VOVANGUARD INDEX FDS$2.6M0.01%8,690CommonSOLE
37954Y889CATHGLOBAL X FDS$2.5M0.01%30,866CommonSOLE
23834J201DAVEDAVE INC$2.5M0.01%12,429CommonSOLE
336433107FSLRFIRST SOLAR INC$2.5M0.01%11,214CommonSOLE
046433108ATROASTRONICS CORP$2.5M0.01%53,993CommonSOLE
366651107ITGARTNER INC$2.4M0.01%9,284CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$2.4M0.01%33,096CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$2.4M0.01%188,274CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$2.4M0.01%28,363CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$2.3M0.01%75,870CommonSOLE
00218A105ASPIASP ISOTOPES INC$2.2M0.01%232,913CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$2.2M0.01%23,719CommonSOLE
46266A109IRMDIRADIMED CORP$2.0M0.01%28,459CommonSOLE
G87110105FTITECHNIPFMC PLC$2.0M0.01%50,920CommonSOLE
204166102CVLTCOMMVAULT SYS INC$2.0M0.01%10,395CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$2.0M0.01%23,823CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$1.9M0.01%36,164CommonSOLE
93403J106WRBYWARBY PARKER INC$1.8M0.01%66,730CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.8M0.01%10,805CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$1.8M0.01%76,119CommonSOLE
87422Q109TLNTALEN ENERGY CORP$1.7M0.01%4,032CommonSOLE
86333M108LRNSTRIDE INC$1.7M0.01%11,233CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.7M0.01%2,507CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$1.6M0.01%36,833CommonSOLE
75704L104RDVTRED VIOLET INC$1.6M0.01%30,233CommonSOLE
M7518J104ODDODDITY TECH LTD$1.6M0.01%24,909CommonSOLE
65487K100LASRNLIGHT INC$1.5M0.00%51,818CommonSOLE
53263P105LMBLIMBACH HLDGS INC$1.5M0.00%15,740CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$1.5M0.00%10,298CommonSOLE
76134H101RHLDRESOLUTE HLDGS MGMT INC$1.5M0.00%20,915CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$1.5M0.00%6,087CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1.5M0.00%10,104CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$1.4M0.00%166,855CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.4M0.00%4,199CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$1.4M0.00%10,873CommonSOLE
48238T109OPLNOPENLANE INC$1.4M0.00%47,742CommonSOLE
88023B103TEMTEMPUS AI INC$1.4M0.00%16,845CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$1.4M0.00%269,248CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$1.4M0.00%20,325CommonSOLE
51819L107SWIMLATHAM GROUP INC$1.3M0.00%166,689CommonSOLE
830879102SKYWSKYWEST INC$1.2M0.00%12,199CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$1.2M0.00%92,364CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$1.2M0.00%16,343CommonSOLE
29082A107EMBJEMBRAER S.A.$1.2M0.00%19,858CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$1.2M0.00%11,709CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$1.2M0.00%18,135CommonSOLE
450047303IRSIRSA INVERSIONES Y REP S A$1.1M0.00%95,306CommonSOLE
53635B107LQDTLIQUIDITY SVCS INC$1.1M0.00%40,688CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$1.1M0.00%3,273CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$1.1M0.00%5,660CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$1.1M0.00%133,191CommonSOLE
40131M109GHGUARDANT HEALTH INC$1.1M0.00%17,271CommonSOLE
N5749R1002GHMERUS N V$1.1M0.00%11,460CommonSOLE
88556E102TDUPTHREDUP INC$1.0M0.00%110,370CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.0M0.00%1,909CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$1.0M0.00%60,486CommonSOLE
724479100PBIPITNEY BOWES INC$1.0M0.00%88,476CommonSOLE
384747101GRALGRAIL INC$985,8740.00%16,673CommonSOLE
75585H206REAXTHE REAL BROKERAGE INC$980,7370.00%234,626CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$977,8820.00%13,339CommonSOLE
629377508NRGNRG ENERGY INC$973,1580.00%6,009CommonSOLE
18467V109YOUCLEAR SECURE INC$963,7140.00%28,871CommonSOLE
829401108SIONSIONNA THERAPEUTICS INC$919,2980.00%31,258CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$903,6240.00%32,740CommonSOLE
79466L302CRMSALESFORCE INC$889,3350.00%3,752CommonSOLE
046224101ASTEASTEC INDS INC$871,5380.00%18,108CommonSOLE
26856L103ELFE L F BEAUTY INC$858,2050.00%6,478CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$857,3130.00%17,662CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$821,7900.00%25,247CommonSOLE
L1995B107CAAPCORPORACION AMER ARPTS S A$790,9560.00%43,651CommonSOLE
03945R102ACHRARCHER AVIATION INC$780,6260.00%81,485CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$777,3090.00%14,226CommonSOLE
05465C100AXAXOS FINANCIAL INC$777,0020.00%9,179CommonSOLE
88339P101REALTHE REALREAL INC$766,2950.00%72,088CommonSOLE
02081G201ATECALPHATEC HLDGS INC$751,7180.00%51,700CommonSOLE
742718109PGPROCTER AND GAMBLE CO$745,2030.00%4,850CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$722,3170.00%2,461CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$716,0330.00%12,624CommonSOLE
00760J108AEHRAEHR TEST SYS$701,8040.00%23,308CommonSOLE
191216100KOCOCA COLA CO$695,6970.00%10,490CommonSOLE
20459V105GPGICOMPOSECURE INC$695,2840.00%33,395CommonSOLE
68386H103OPFIOPPFI INC$690,9710.00%60,986CommonSOLE
00090Q103ADTADT INC DEL$680,5730.00%78,137CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$672,5540.00%18,060CommonSOLE
78397Q109SESSES AI CORPORATION$666,5540.00%399,134CommonSOLE
67059N108NTNXNUTANIX INC$656,1200.00%8,820CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$638,4180.00%5,690CommonSOLE
713448108PEPPEPSICO INC$635,9120.00%4,528CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$631,8890.00%4,586CommonSOLE
M85548101SSYSSTRATASYS LTD$591,6740.00%52,828CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$576,8610.00%6,652CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$571,0800.00%14,277CommonSOLE
163086101CHEFCHEFS WHSE INC$553,7270.00%9,493CommonSOLE
00508Y102AYIACUITY INC$552,0570.00%1,603CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$549,9080.00%2,766CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$539,7530.00%12,567CommonSOLE
92840M102VSTVISTRA CORP$534,2740.00%2,727CommonSOLE
26622P107DOCSDOXIMITY INC$527,4850.00%7,211CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$522,9710.00%17,237CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$511,9430.00%1,483CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$509,3810.00%2,850CommonSOLE
580135101MCDMCDONALDS CORP$504,1540.00%1,659CommonSOLE
98954M200ZZILLOW GROUP INC$503,8300.00%6,539CommonSOLE
624756102MLIMUELLER INDS INC$503,2240.00%4,977CommonSOLE
46436E718SGOVISHARES TR$500,6800.00%4,972CommonSOLE
74624M102PPURE STORAGE INC$499,7590.00%5,963CommonSOLE
G39108108GTESGATES INDL CORP PLC$480,1180.00%19,344CommonSOLE
148929102CAVACAVA GROUP INC$478,5680.00%7,922CommonSOLE
30041R108EVEREVERQUOTE INC$477,3200.00%20,871CommonSOLE
632307104NTRANATERA INC$470,9980.00%2,926CommonSOLE
87151X101SYMSYMBOTIC INC$451,9520.00%8,385CommonSOLE
98423F109XMTRXOMETRY INC$451,5560.00%8,290CommonSOLE
056752108BIDUBAIDU INC$449,7310.00%3,413CommonSOLE
59516C106MVSTMICROVAST HOLDINGS INC$435,6280.00%113,150CommonSOLE
M7S750159NYAXNAYAX LTD$434,3940.00%9,124CommonSOLE
052769106ADSKAUTODESK INC$413,5420.00%1,302CommonSOLE
687793109OSCROSCAR HEALTH INC$407,6760.00%21,536CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$407,2150.00%792CommonSOLE
45174J509IHRTIHEARTMEDIA INC$406,7050.00%141,709CommonSOLE
64110W102NTESNETEASE INC$405,6610.00%2,669CommonSOLE
30303M102METAMETA PLATFORMS INC$394,9950.00%538CommonSOLE
008073108AVAVAEROVIRONMENT INC$357,4000.00%1,135CommonSOLE
50015M109KODKODIAK SCIENCES INC$353,0520.00%21,567CommonSOLE
970646105WLFCWILLIS LEASE FIN CORP$352,5950.00%2,572CommonSOLE
922908512VOEVANGUARD INDEX FDS$349,1600.00%2,000CommonSOLE
91332U101UUNITY SOFTWARE INC$345,7450.00%8,635CommonSOLE
762544104RBBNRIBBON COMMUNICATIONS INC$331,5350.00%87,246CommonSOLE
87043Q108SGSWEETGREEN INC$320,2610.00%40,133CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$316,0080.00%693CommonSOLE
90138F102TWLOTWILIO INC$301,3710.00%3,011CommonSOLE
55406W103LUXELUXEXPERIENCE BV$259,2840.00%30,504CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$255,8300.00%3,815CommonSOLE
781154109RBRKRUBRIK INC.$246,5860.00%2,998CommonSOLE
654106103NKENIKE INC$244,7100.00%3,509CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$240,1010.00%21,080CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$232,6640.00%1,187CommonSOLE
81764X103TTANSERVICETITAN INC$226,0610.00%2,242CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$221,6580.00%9,133CommonSOLE
05464C101AXONAXON ENTERPRISE INC$214,5740.00%299CommonSOLE
91688F104UPWKUPWORK INC$211,4010.00%11,384CommonSOLE
03783C100APPFAPPFOLIO INC$207,5720.00%753CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$207,3340.00%902CommonSOLE
16679L109CHWYCHEWY INC$207,1440.00%5,121CommonSOLE
65158N102NMRKNEWMARK GROUP INC$206,6610.00%11,081CommonSOLE
80517M109SVVSAVERS VALUE VLG INC$172,5420.00%13,022CommonSOLE
690370101BBBYBED BATH & BEYOND INC$148,4560.00%15,164CommonSOLE
65340P106NXENEXGEN ENERGY LTD$110,1570.00%12,308CommonSOLE
051774107AURAURORA INNOVATION INC$98,9870.00%18,365CommonSOLE
109504100BRLTBRILLIANT EARTH GROUP INC$92,2930.00%44,586CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.