POLEN CAPITAL MANAGEMENT LLC

Position in VELO — Velo3D, Inc.

CIK 1034524 Boca Raton, FL

Position in VELO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,306,106

+$729,251 QoQ

Shares Held

74,422

+21.1% QoQ

Ownership

0.231%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#28

of 134 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $2,046,543 across 3 Computer Hardware names. VELO ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VELO	Velo3D, Inc. This page	74,422	$1,306,106
2	SNDK	Sandisk Corp	193	$438,829
3	P	Everpure, Inc.	3,828	$301,608

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,306,106	74,422	+21.1%	Shares	Sole	2026-08-04
2026-03-31	$576,855	61,433	+54.0%	Shares	Sole	2026-05-14
2025-12-31	$548,171	39,896	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.