Polen Capital Management — Holdings

221 positions · AUM $14.5B

TickerCompanyValueWeightMkt CapP/EEV/FCFROICRev 5YFCF M%Gross M%Day %
MSFTMicrosoft Corp.1.1B7.29%$3.24T30.7x45.5x26.3%14.5%25.4%68.8%
GOOGAlphabet Inc. CL C845M5.85%$2.00T35.1x27.6x28.5%17.2%18.2%
LLYEli Lilly & Co.841M5.82%$737.7B46.4x43.4x77.8%21.6%25.8%
AVGOBroadcom Inc.835M5.78%$943.8B86.8x34.5x28.4%21.7%42.1%67.8%
AMZNAmazon.com Inc.812M5.61%$1.98T37.1x254.8x16.2%13.2%1.1%
MAMastercard Inc.770M5.33%$509.6B30.2x29.1x193.5%6.8%52.3%
NOWServiceNow Inc.760M5.26%$202.4B61.2x43.4x13.5%24.1%34.5%77.5%
SHOPShopify Inc.748M5.17%$127.0B109.6x62.5x9.1%31.6%17.4%48.1%
ORCLOracle Corp.739M5.11%$418.6B44.3x-1035.2x60.8%8.0%-0.7%
VVisa Inc.739M5.11%$668.2B30.2x52.9%12.9%53.9%
NVDANVIDIA Corp.716M4.95%$2.78T43.9x28.7x72.4%66.9%44.8%71.1%
CSGPCoStar Group Inc.507M3.51%$32.5B1697.5x252.3x0.1%14.4%3.8%78.9%
MSCIMSCI Inc.501M3.47%$42.6B37.5x31.2x33.9%13.1%49.4%
ZTSZoetis Inc.499M3.45%80.2%7.2%24.1%
SBUXStarbucks Corp.453M3.13%$92.8B63.3x43.3x23.3%9.6%6.6%
AONAon Plc437M3.02%19.1x26.3x15.0%9.2%18.7%
IDXXIDEXX Laboratories391M2.70%$38.2B42.8x36.4x51.5%9.7%24.6%61.8%
ABNBAirbnb Inc.287M1.99%$77.1B15.2x30.6%29.4%38.0%
ISRGIntuitive Surgical Inc.280M1.94%$190.6B55.7x75.2x16.0%18.2%24.7%66.0%
METAMeta Platforms Inc.273M1.89%$1.51T26.0x33.3x21.9%18.5%22.9%
ACNAccenture269M1.86%14.8x9.4x24.6%9.5%15.6%
SNPSSynopsys Inc.266M1.84%$73.8B65.3x62.6x3.2%13.9%19.1%77.0%
LRCXLam Research225M1.56%73.6x72.4x37.4%12.9%29.4%48.7%
UBERUber Technologies Inc.210M1.45%$178.7B15.2x18.7x26.7%36.1%18.8%
IWFiShares Russell 1000 Growth ETF173M1.20%
ROLRollins Inc.116M0.80%49.0x40.4x28.3%11.7%17.3%
MELIMercadolibre Inc.60M0.41%$113.9B42.2x11.1x12.5%38.6%53.0%63.2%
TSMTaiwan Semiconductor S.A.59M0.41%$914.9B
SPOTSpotify Technology S.A.52M0.36%$130.8B
ACWIiShares MSCI ACWI ETF42M0.29%
BSXBoston Scientific36M0.25%$154.2B29.8x41.6x11.9%15.2%18.2%69.0%
ASMLASML Holding NV21M0.15%66.1x56.1x49.0%18.5%33.9%52.8%
NUNu Holdings Ltd17M0.12%$60.1B
SAPSAP SE11M0.08%$353.0B
AGXArgan Inc.10M0.07%29.8%19.2%43.5%20.5%
POWLPowell Industries9M0.07%28.2%16.3%14.0%29.4%
BEBloom Energy Corp.9M0.06%-2.6%22.3%2.9%29.3%
BELFBBel Fuse Inc. CL B9M0.06%11.9%7.7%10.2%39.1%
CECOCECO Environmental Corp.9M0.06%59.6x-578.3x9.4%19.6%-0.7%34.8%
DOCNDigitalOcean Holdings Inc.8M0.06%20.5%23.1%20.0%59.9%
GOOGLAlphabet Inc.8M0.06%$2.00T35.4x27.6x28.5%17.2%18.2%
INTUIntuit Inc.9M0.06%$176.7B23.4x29.4x15.1%19.7%32.5%
NFLXNetflix Inc.8M0.06%$482.6B35.0x50.1x41.3%12.6%20.9%
AMPXAmprius Technologies Inc7M0.05%-42.4%-49.4%11.5%
BWXTBWX Technologies Inc.8M0.05%$10.2B56.7x33.0x26.7%8.5%9.2%
FSLYFastly Inc.7M0.05%-13.1%
VSECVSE Corp.8M0.05%0.7%10.9%0.5%
VUGVanguard Growth ETF7M0.05%
YOUClear Secure Inc.7M0.05%94.6%31.3%38.1%
AZNAstraZeneca PLC5M0.04%
BKDBrookdale Senior Living Inc.6M0.04%$1.6B-11.9x337.3x-6.2%-2.0%0.5%26.2%
DLODLocal Ltd6M0.04%$2.5B
EWTIshares Msci Taiwan ETF5M0.04%
IESCIES Holdings Inc.6M0.04%34.6%23.1%6.5%25.5%
LASRnLight Inc.5M0.04%$413M-167.1x25.5x-10.3%3.2%4.7%29.8%
MCHIIshares Msci China ETF5M0.04%
MDTMedtronic plc5M0.04%$107.0B21.8x20.2x9.7%3.0%15.5%
MODModine Mfg.6M0.04%20.2%5.5%5.0%24.9%
PLPlanet Labs PBC6M0.04%$1.0B-55.4x14.2x-131.0%22.1%18.7%56.1%
SPHRSphere Entertainment Co.6M0.04%$1.0B174.8x4.8x1.1%-3.2%20.0%
WTWWillis Towers Watson plc6M0.04%9.1%2.2%16.2%
BWBabcock & Wilcox Enterprises4M0.03%0.7%-14.6%
CRSCarpenter Technology5M0.03%58.5x75.8x19.9%5.7%9.9%26.7%
PAYCPaycom Software Inc.4M0.03%$12.9B17.1x30.6x26.2%19.5%19.9%83.2%
SEISolaris Energy Infrastructure Inc.5M0.03%4.0%44.0%-70.3%
TMETencent Music Entertainment Grp4M0.03%$21.3B
WGSGeneDx Holdings Corp.5M0.03%-5.8%19.0%3.3%69.7%
ADBEAdobe Inc.3M0.02%$162.4B14.7x16.6x40.0%13.1%41.4%89.3%
AEHRAehr Test Systems3M0.02%-3.2%21.5%-21.0%40.6%
ASTEAstec Industries2M0.02%$872M28.9x38.7x5.7%6.6%1.5%26.5%
ATROAstronics Corp.3M0.02%21.0%11.4%5.0%29.9%
AXTIAXT Inc.3M0.02%-7.8%-1.5%-21.3%12.7%
BBIOBridgeBio Pharma Inc.3M0.02%$7.3B-18.3x-19.5x127.4%-89.0%
CAAPCorp America Airports SA3M0.02%
CCJCameco Corp.2M0.02%
CVNACarvana Co.2M0.02%8.1x20.1x16.8%29.5%4.4%20.6%
FIGRFigure Technology Solut Cl A4M0.02%7.5%12.3%
FTITechnipFMC plc2M0.02%$12.3B30.9x8.1x25.4%8.7%14.6%
GHGuardant Health Inc.3M0.02%-29.6%27.9%-23.7%
IBNICICI Bank Ltd.3M0.02%$121.7B
JOBYJoby Aviation Inc.2M0.02%-66.0%-1055.3%
KRMNKarman Holdings Inc4M0.02%4.5%-9.0%40.3%
ONONOn Holding AG3M0.02%$15.8B
OPYOppenheimer Holdings Inc. CL A2M0.02%15.1%4.8%12.9%
PRAXPraxis Precision Medicines Inc.3M0.02%-34.5%
PTGXProtagonist Therapeutics Inc.3M0.02%-21.2%
RHLDResolute Holdings Manag2M0.02%-90.8%41.0%56.3%
ROADConstruction Partners Inc. CL A3M0.02%61.3x50.3x4.0%29.1%5.5%15.6%
SESea Ltd3M0.02%$84.4B34.6x17.8x12.6%35.0%23.0%52.2%
SITMSiTime Corp.2M0.02%$3.9B-423.6x111.1x-3.7%23.0%10.8%53.6%
SPYSPDR S&P 500 ETF Trust2M0.02%
SRRKScholar Rock Holding Corp.3M0.02%-154.0%
TIGOMillicom Intl Cellular S.a.3M0.02%
TSLATesla Inc.3M0.02%$902.7B394.5x143.5x4.3%24.6%6.6%18.0%
VCTRVictory Capital Holdings3M0.02%9.7%11.0%29.2%
VICRVicor Corp.2M0.02%16.7%6.6%29.2%63.6%
WWayfair Inc.3M0.02%-63.9%-2.5%3.7%30.2%
AAOIApplied Optoelectronics Inc1M0.01%-5.0%14.2%-77.6%30.0%
AAPLApple Inc.1M0.01%$2.97T41.4x30.6x68.1%8.7%23.7%46.9%
ABTAbbott Labs2M0.01%$230.7B23.5x31.8x10.0%5.1%16.7%
ACWXiShares MSCI ACWI EX U.S. ETF2M0.01%
ADPTAdaptive Biotechnologies Corp.2M0.01%$1.5B-35.6x-29.7x-27.2%23.0%-17.7%
ADTNADTRAN Holdings Inc.952K0.01%$632M-30.1x5.5x-31.3%16.4%9.0%38.3%
AIRAAR Corp.2M0.01%$2.1B309.7x1402.0x1.0%
APEIAmerican Public Education Inc.803K0.01%8.1%15.1%7.1%
ARLOArlo Technologies Inc.835K0.01%11.7%
AXAxos Financial Inc.1M0.01%$3.8B11.6x5.0x14.5%19.7%662.9%
AZZAZZ Inc.2M0.01%23.7%28.0%26.9%23.9%
BFLYButterfly Network Inc2M0.01%-39.3%16.1%-16.4%46.9%
BKSYBlackSky Technology Inc.771K0.01%-23.7%38.2%-26.6%
CAKECheesecake Factory1M0.01%$2.5B20.0x14.7x33.9%4.1%
CALYCallaway Golf Co.978K0.01%-11.7%5.3%14.7%42.1%
CATHGlobal X S&P 500 Catholic Values ETF1M0.01%
CELCCelcuity Inc.2M0.01%-74.4%
CEPTCantor Equity Partners Cl A902K0.01%
CPFCentral Pacific Financial1M0.01%11.6%178.1%
CRCLCircle Internet Group Inc1M0.01%-2.1%482.3%
CWCurtiss-Wright Corp.812K0.01%$13.6B56.8x25.6x13.9%7.9%15.8%37.2%
DNLIDenali Therapeutics Inc.1M0.01%-50.6%
EROEro Copper Corp2M0.01%
ESQEsquire Financial Holdings Inc.1M0.01%17.5%
ESTAEstablishment Labs Hldg Inc.1M0.01%-216.9%20.0%-27.0%69.3%
ETONEton Pharmaceuticals Inc.744K0.01%-17.6%359.6%12.7%53.5%
FIGSFIGS Inc.2M0.01%7.8%19.1%8.4%66.5%
FLRFluor Corp.980K0.01%-1.6%-0.4%-2.8%-0.8%
FLYFirefly Aerospace Inc726K0.01%-25.1%-148.7%19.2%
FNFabrinet1M0.01%$8.0B76.8x36.9x16.8%15.8%6.1%12.1%
FROGJFrog Ltd950K0.01%-8.1%28.7%26.8%76.8%
GHMGraham Corp.1M0.01%$359M85.5x62.9x10.2%18.3%2.6%25.2%
GRBKGreen Brick Partners850K0.01%$2.6B9.4x13.2x15.7%15.9%10.2%31.4%
HCIHCI Group Inc.944K0.01%30.8%23.7%48.9%
IEIvanhoe Electric Inc Us1M0.01%-25.4%-2786.8%65.3%
IONQIonQ Inc.1M0.01%-13.4%-230.4%
IRMDiRadimed Corp.2M0.01%23.8%21.5%20.5%76.7%
IRSIrsa Sp ADR2M0.01%
KARKAR Auction Services972K0.01%
KODKodiak Sciences Inc.2M0.01%-146.1%
KTBKontoor Brands Inc.927K0.01%13.3%8.5%13.8%
KTOSKratos Defense & Security Sol.2M0.01%$5.5B432.2x-35.9x1.1%12.5%-10.2%22.9%
LFUSLittelfuse Inc.2M0.01%$4.8B-159.3x13.9x-2.2%
LINDLindblad Expeditions Hldgs Inc.2M0.01%-9.1%
LPTHLightPath Technologies Inc. CL A793K0.01%-95.1%1.2%-25.8%27.2%
LRNStride Inc.932K0.01%15.2%18.2%17.9%39.2%
LTHLife Time Group Holdings Inc1M0.01%8.1%25.9%-0.7%
MAMAMama's Creations Inc1M0.01%$249M113.9x24.1x9.1%33.3%5.7%25.1%
METCRamaco Resources Inc A2M0.01%-5.4%
MIRMMirum Pharmaceuticals Inc.2M0.01%-7.4%10.5%
NUVLNuvalent Inc.1M0.01%-34.1%
NXENexgen Energy Ltd1M0.01%
OUTOutfront Media Inc.1M0.01%$2.6B41.0x11.5x20.7%8.2%11.9%
PLPCPreformed Line Products2M0.01%6.9%7.5%5.0%31.2%
PRLBProto Labs Inc.2M0.01%3.2%
REALRealReal Inc.2M0.01%18.2%2.7%74.6%
RKLBRocket Lab Corp.2M0.01%$10.4B-366.9x-30.1x-10.6%76.5%-53.5%34.4%
SGOVIshares 0 3 Month Treasury B1M0.01%
SHAKShake Shack Inc.2M0.01%$4.1B57.5x70.8x6.4%22.6%3.9%
SIONSionna Therapeutics Inc1M0.01%-24.5%
SOFISoFi Technologies Inc.2M0.01%$14.2B40.1x-2.3x4.6%43.1%-643.4%
STRLSterling Construction Co. Inc.1M0.01%26.2%15.2%14.6%23.0%
TMDXTransMedics Group Inc.738K0.01%40.2%84.5%22.1%59.9%
TSHATaysha Gene Therapies Inc1M0.01%-44.1%-960.1%
TWSTTwist Bioscience Corp.1M0.01%-16.4%
VPGVishay Precision Group1M0.01%1.5%2.6%2.1%38.9%
VTVanguard Tot World Stk ETF913K0.01%
WINAWinmark Corp.976K0.01%131.3%51.9%
WTWisdomTree Investments2M0.01%27.3%29.9%
WULFTerawulf Inc2M0.01%-20.4%65.8%-702.5%39.2%
XMTRXometry Inc.1M0.01%-22.4%37.2%-3.5%39.1%
AAAlcoa Corp.330K0.00%13.5%6.7%4.4%
AFRMAffirm Holdings Inc.218K0.00%0.5%32.2%54.0%
ANIPANI Pharmaceuticals Inc.493K0.00%14.4%33.5%19.4%
ANNXAnnexon Inc.389K0.00%-97.7%
ANROAlto Neuroscience Inc373K0.00%-41.8%
ASNDAscendis Pharma414K0.00%
ASPIAsp Isotopes Inc544K0.00%-73.2%-198.9%14.3%
AXSMAxsome Therapeutics Inc.358K0.00%$5.7B-64.1x-57.1x-207.5%-14.7%
BETRBetter Home & Finance Holdin568K0.00%-446.1%-101.8%
BILSPDR Bloomberg 1 3 Month T B209K0.00%
CCOClear Channel Outdoor Holdings414K0.00%60.0x190.8x1.2%-2.9%2.0%
CEPUCentral Puerto Sponsored ADR372K0.00%
CRMSalesforce.com227K0.00%$261.6B23.1x18.7x10.1%14.3%34.7%77.7%
DAVEDave Inc674K0.00%55.6%52.3%
DLXDeluxe Corp.390K0.00%12.1%3.6%8.2%
DNTHDianthus Therapeutics Inc346K0.00%-32.9%-6338.9%
EMBJEmbraer SA542K0.00%
FSLRFirst Solar Inc.252K0.00%16.0%14.0%22.7%40.6%
FTAIFTAI Aviation Ltd.432K0.00%13.2%53.1%-13.5%
FTKFlotek Industries Inc.469K0.00%19.9%34.9%3.0%25.2%
GGALGrupo Financiero Galicia S.A.205K0.00%
GPGIGPGI Inc.571K0.00%-55.9%-38.2%48.1%
HDBHDFC Bank Ltd.595K0.00%$187.8B23.8x17.6x5.0%23.4%51.6%
ITGartner Inc.245K0.00%16.6x8.0x227.9%9.6%19.9%68.8%
LMNDLemonade Inc.515K0.00%-31.1%50.9%-3.5%
LOCOEl Pollo Loco Holdings Inc.182K0.00%7.7%
MIRMirion Technologies Inc463K0.00%$3.7B166.8x30.5x1.5%8.6%11.6%47.4%
MITKMitek Systems Inc.357K0.00%3.6%12.1%30.2%
MLIMueller Industries307K0.00%23.8%11.7%16.4%
MLKNMillerKnoll Inc.380K0.00%-2.9%8.1%2.8%38.8%
MTSIMACOM Technology Solutions Hldg236K0.00%-4.1%12.8%19.9%54.7%
MTWManitowoc Co.465K0.00%0.6%9.2%-0.7%18.1%
NAUTNautilus Biotechnology Inc157K0.00%-37.6%
NTRANatera Inc.254K0.00%$21.4B-133.7x186.2x-12.2%42.6%4.7%
OFRMOnce Upon A Farm Pbc664K0.00%
OPENOpendoor Technologies Inc.82K0.00%-129.4%11.1%23.7%8.0%
ORNOrion Group Holdings537K0.00%1.6%3.7%-1.3%12.4%
PAHCPhibro Animal Health Corp.375K0.00%16.9%10.1%3.2%30.9%
PURRHyperliquid Strategies316K0.00%
QXOQxo Inc208K0.00%$6.2B-26.5x37.6x-2.2%178.0%2.7%23.0%
SESSes Ai Corp308K0.00%-34.0%-291.5%53.8%
SKYTSkywater Technology Inc349K0.00%52.5%25.8%-12.1%19.7%
SMRNuscale Power Corp230K0.00%-30.4%120.8%-1461.7%36.3%
SMTCSemtech Corp.504K0.00%-7.3%12.0%16.3%51.6%
SNSharkninja Inc264K0.00%$11.6B22.7x22.1x26.2%7.6%49.0%
SNDKSanDisk Corp.288K0.00%-14.8%-1.6%30.1%
THRThermon Group Holdings Inc.477K0.00%6.7%14.2%6.1%45.3%
TLNTalen Energy Corp218K0.00%$10.1B-77.8x26.8x-2.8%24.1%
TWLOTwilio Inc.341K0.00%$15.7B894.7x16.0x0.4%23.5%19.8%48.9%
VECOVeeco Instruments407K0.00%100.9x68.9x3.2%
VELOVelo3d Inc577K0.00%-103.2%19.4%-65.3%-16.1%
VISTVista Oil & Gas, S.A.B. de C.V.243K0.00%$4.6B
VTOLBristow Group Inc.351K0.00%7.5%3.8%