POLEN CAPITAL MANAGEMENT LLC

Position in KRMN — Karman Holdings Inc.

CIK 1034524 Boca Raton, FL

Position in KRMN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,527,483

+$3,055,171 QoQ

Shares Held

44,066

+582.7% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $35,746,439 across 12 Aerospace & Defense names. KRMN ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	38,123	$7,795,772
2	VSEC	Vse Corp	42,040	$7,752,176
3	PL	Planet Labs PBC	213,914	$5,978,896
4	KRMN	Karman Holdings Inc. This page	44,066	$3,527,483
5	ATRO	Astronics Corp	42,410	$2,830,019
6	KTOS	Kratos Defense & Security Solutions, Inc.	29,265	$2,063,475
7	AIR	Aar Corp	16,208	$1,774,127
8	RKLB	Rocket Lab Corp	23,555	$1,512,702

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,527,483	44,066	+582.7%	Shares	Sole	2026-05-14
2025-12-31	$472,312	6,455	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.