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Polen Capital Management LLC

All holdings · as of Mar 31, 2026

221 positions

CompanyClassValueShares% of portfolio
Planet Labs PBC—$5.98M213,9140.0%
DLOCAL LTD—$5.95M458,9090.0%
Brookdale Senior Living Inc.—$5.75M420,3740.0%
IES Holdings, Inc.—$5.70M11,9530.0%
Sphere Entertainment Co.—$5.67M48,2930.0%
Willis Towers Watson PLC—$5.63M19,3760.0%
ISHARES TR—$5.44M96,8130.0%
Medtronic plc—$5.26M60,6610.0%
ISHARES INC—$5.17M72,8940.0%
NLIGHT, INC.—$5.12M89,7910.0%
ASTRAZENECA PLC—$5.12M26,0460.0%
GeneDx Holdings Corp.—$4.97M77,4190.0%
CARPENTER TECHNOLOGY CORP—$4.90M12,4310.0%
Solaris Energy Infrastructure, Inc.—$4.73M83,6750.0%
Babcock & Wilcox Enterprises, Inc.BWCommon Stock$3.99M271,4920.0%
Tencent Music Entertainment GroupTMEADR$3.81M410,2780.0%
Paycom Software, Inc.—$3.75M30,8310.0%
Figure Technology Solutions, Inc.—$3.59M105,6340.0%
Karman Holdings Inc.—$3.53M44,0660.0%
BridgeBio Pharma, Inc.—$3.41M45,9340.0%
Praxis Precision Medicines, Inc.—$3.24M10,0430.0%
Guardant Health, Inc.—$3.21M34,7250.0%
ICICI BANK LTDIBNADR$3.06M118,0590.0%
ON HLDG AG—$3.00M88,0510.0%
AEHR TEST SYSTEMS—$2.94M79,3960.0%
CONSTRUCTION PARTNERS INC—$2.93M26,3290.0%
ADOBE INC.—$2.88M11,8680.0%
ASTRONICS CORP—$2.83M42,4100.0%
AXT INC—$2.81M49,3680.0%
Tesla Inc—$2.74M7,3680.0%
Sea Ltd—$2.72M32,8740.0%
MILLICOM INTL CELLULAR S A—$2.71M36,0960.0%
CORPORACION AMER ARPTS S A—$2.68M106,0690.0%
Wayfair Inc.—$2.65M35,2160.0%
Victory Capital Holdings, Inc.—$2.61M39,8680.0%
PROTAGONIST THERAPEUTICS INC—$2.57M24,3370.0%
Scholar Rock Holding Corp—$2.55M51,9510.0%
SITIME Corp—$2.45M7,1010.0%
STATE STR SPDR S&P 500 ETF T—$2.44M3,7570.0%
Joby Aviation, Inc.—$2.43M294,7540.0%
OPPENHEIMER HOLDINGS INCOPYCommon Stock$2.40M26,9540.0%
TechnipFMC plc—$2.37M34,2930.0%
CARVANA CO.—$2.31M7,3480.0%
VICOR CORP—$2.24M13,8990.0%
Resolute Holdings Management, Inc.RHLDCommon Stock$2.22M13,6690.0%
ASTEC INDUSTRIES INC—$2.22M41,1720.0%
CAMECO CORP—$2.20M20,2100.0%
Proto Labs Inc—$2.14M37,5940.0%
Kratos Defense & Security Solutions Inc—$2.06M29,2650.0%
TheRealReal, Inc.—$2.01M221,8650.0%
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