Polen Capital Management

Latest statistics and disclosures from Polen Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, MSFT, V, ORCL, MA, and represent 35.30% of Polen Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: AON (+$913M), SBUX (+$504M), LLY (+$379M), ORCL (+$264M), ZTS (+$216M), WTW (+$80M), MELI (+$62M), GLOB (+$17M), TME (+$13M), CSGP (+$8.3M).
  • Started 7 new stock positions in IWO, WING, SAIA, FIX, BIL, MANH, SBUX.
  • Reduced shares in these 10 stocks: NFLX (-$783M), AAPL (-$775M), GOOG (-$569M), NOW (-$545M), NVO (-$375M), AMZN (-$342M), V (-$195M), MSFT (-$176M), ABT (-$173M), SHOP (-$173M).
  • Sold out of its positions in ALRM, ALGN, BAH, MODG, CRL, ETSY, FERG, FOXF, USHY, KB. KSPI, UL, YETI, CPA.
  • Polen Capital Management was a net seller of stock by $-2.7B.
  • Polen Capital Management has $32B in assets under management (AUM), dropping by -13.96%.
  • Central Index Key (CIK): 0001034524

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Portfolio Holdings for Polen Capital Management

Polen Capital Management holds 117 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 10.6 $3.4B -9% 18M 190.26
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Microsoft Corporation (MSFT) 7.0 $2.2B -7% 5.9M 375.39
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Visa Com Cl A (V) 6.6 $2.1B -8% 6.0M 350.46
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Oracle Corporation (ORCL) 5.5 $1.8B +17% 13M 139.81
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Mastercard Incorporated Cl A (MA) 5.5 $1.8B -8% 3.2M 548.12
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Abbott Laboratories (ABT) 4.7 $1.5B -10% 11M 132.65
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Shopify Cl A (SHOP) 4.6 $1.5B -10% 15M 95.48
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Eli Lilly & Co. (LLY) 4.6 $1.4B +35% 1.8M 825.91
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Zoetis Cl A (ZTS) 4.5 $1.4B +17% 8.8M 164.65
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Aon Shs Cl A (AON) 3.8 $1.2B +318% 3.0M 399.09
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Alphabet Cap Stk Cl C (GOOG) 3.6 $1.2B -32% 7.4M 156.23
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Thermo Fisher Scientific (TMO) 3.6 $1.2B -5% 2.3M 497.60
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Adobe Systems Incorporated (ADBE) 3.4 $1.1B -6% 2.8M 383.53
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Msci (MSCI) 3.3 $1.1B -8% 1.9M 565.50
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Accenture Plc Ireland Shs Class A (ACN) 3.1 $1.0B -9% 3.2M 312.04
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Airbnb Com Cl A (ABNB) 2.9 $923M -5% 7.7M 119.46
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Workday Cl A (WDAY) 2.9 $921M -8% 3.9M 233.53
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Netflix (NFLX) 2.6 $828M -48% 888k 932.53
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Servicenow (NOW) 2.4 $756M -41% 950k 796.14
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Paycom Software (PAYC) 2.1 $677M -2% 3.1M 218.48
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Apple (AAPL) 1.9 $596M -56% 2.7M 222.13
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UnitedHealth (UNH) 1.7 $543M -7% 1.0M 523.75
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CoStar (CSGP) 1.6 $523M 6.6M 79.23
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Starbucks Corporation (SBUX) 1.6 $504M NEW 5.1M 98.09
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Gartner (IT) 1.1 $351M -7% 836k 419.74
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Sap Se Spon Adr (SAP) 0.5 $146M -45% 543k 268.44
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $139M -23% 386k 361.09
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MercadoLibre (MELI) 0.4 $134M +87% 69k 1950.86
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Willis Towers Watson SHS (WTW) 0.4 $124M +185% 367k 337.95
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Icon SHS (ICLR) 0.3 $111M -10% 635k 174.99
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $95M -50% 611k 154.64
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Globant S A (GLOB) 0.3 $91M +22% 774k 117.72
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Novo-nordisk A S Adr (NVO) 0.2 $70M -84% 1.0M 69.44
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Medtronic SHS (MDT) 0.2 $57M -19% 630k 89.86
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Automatic Data Processing (ADP) 0.2 $51M -7% 167k 305.53
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $45M +21% 385k 116.39
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Hdfc Bank Sponsored Ads (HDB) 0.1 $43M -15% 651k 66.44
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $35M -15% 53k 662.63
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Nu Hldgs Ord Shs Cl A (NU) 0.1 $30M +32% 3.0M 10.24
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Tencent Music Entmt Group Spon Ads (TME) 0.1 $29M +86% 2.0M 14.41
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Spotify Technology S A SHS (SPOT) 0.1 $21M -36% 39k 550.03
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Monday SHS (MNDY) 0.1 $17M +33% 71k 243.16
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ExlService Holdings (EXLS) 0.0 $12M -18% 260k 47.21
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On Hldg Namen Akt A (ONON) 0.0 $11M -14% 239k 43.92
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Pdd Holdings Sponsored Ads (PDD) 0.0 $7.8M 66k 118.35
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Hamilton Lane Cl A (HLNE) 0.0 $7.8M -5% 52k 148.67
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Medpace Hldgs (MEDP) 0.0 $7.5M +50% 25k 304.69
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Goosehead Ins Com Cl A (GSHD) 0.0 $7.2M -27% 61k 118.06
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Insight Enterprises (NSIT) 0.0 $6.3M 42k 149.99
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Core & Main Cl A (CNM) 0.0 $6.0M -7% 125k 48.31
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Paylocity Holding Corporation (PCTY) 0.0 $5.9M +9% 31k 187.34
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Progyny (PGNY) 0.0 $5.8M 262k 22.34
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Rambus (RMBS) 0.0 $5.6M +9% 109k 51.77
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Vanguard Index Fds Growth Etf (VUG) 0.0 $5.4M -62% 15k 370.82
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Las Vegas Sands (LVS) 0.0 $5.4M -9% 140k 38.63
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Dlocal Class A Com (DLO) 0.0 $5.2M 628k 8.34
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Houlihan Lokey Cl A (HLI) 0.0 $5.2M -10% 32k 161.50
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Firstservice Corp (FSV) 0.0 $4.9M -9% 30k 165.95
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Ccc Intelligent Solutions Holdings (CCCS) 0.0 $4.9M -28% 545k 9.03
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Applied Industrial Technologies (AIT) 0.0 $4.8M +14% 21k 225.34
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Trex Company (TREX) 0.0 $4.6M +39% 79k 58.10
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Yum China Holdings (YUMC) 0.0 $4.5M 86k 52.06
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Elf Beauty (ELF) 0.0 $4.4M +12% 69k 62.79
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Generac Holdings (GNRC) 0.0 $4.2M -24% 33k 126.65
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Dutch Bros Cl A (BROS) 0.0 $4.2M -35% 68k 61.74
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Repligen Corporation (RGEN) 0.0 $3.9M -23% 31k 127.24
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Aaon Com Par $0.004 (AAON) 0.0 $3.9M +56% 50k 78.13
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Global X Fds S&p 500 Catholic (CATH) 0.0 $3.6M +11% 53k 67.54
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Revolve Group Cl A (RVLV) 0.0 $3.4M -47% 160k 21.49
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Clearwater Analytics Hldgs I Cl A (CWAN) 0.0 $3.3M -10% 125k 26.80
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $3.3M -84% 59k 55.45
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Willscot Hldgs Corp Com Cl A (WSC) 0.0 $3.3M -6% 117k 27.80
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Belden (BDC) 0.0 $3.1M +26% 31k 100.25
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Fabrinet SHS (FN) 0.0 $3.0M +20% 15k 197.51
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Epam Systems (EPAM) 0.0 $2.8M +22% 17k 168.84
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Bio-techne Corporation (TECH) 0.0 $2.7M +123% 46k 58.63
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Installed Bldg Prods (IBP) 0.0 $2.7M 16k 171.46
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Warby Parker Cl A Com (WRBY) 0.0 $2.7M -54% 147k 18.23
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Blackline (BL) 0.0 $2.7M -12% 55k 48.42
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Siteone Landscape Supply (SITE) 0.0 $2.6M -11% 21k 121.44
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Construction Partners Com Cl A (ROAD) 0.0 $2.5M +8% 35k 71.87
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $2.3M +318% 23k 100.67
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salesforce (CRM) 0.0 $2.2M -57% 8.3k 268.37
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Qualys (QLYS) 0.0 $2.1M -10% 17k 125.93
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Kinsale Cap Group (KNSL) 0.0 $2.1M -5% 4.3k 486.71
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.1M +3% 10k 199.49
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Pool Corporation (POOL) 0.0 $1.8M -5% 5.6k 318.35
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Topbuild (BLD) 0.0 $1.5M -5% 4.9k 304.95
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.3M -59% 11k 115.95
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Dynatrace Com New (DT) 0.0 $1.3M -7% 27k 47.15
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Skillsoft Corp Cl A (SKIL) 0.0 $1.1M 57k 19.24
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Morningstar (MORN) 0.0 $1.1M -9% 3.5k 299.87
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Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $1.0M -28% 9.0k 116.36
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Entegris (ENTG) 0.0 $1.0M +4% 12k 87.48
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Lgi Homes (LGIH) 0.0 $965k -9% 15k 66.47
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Colliers Intl Group Sub Vtg Shs (CIGI) 0.0 $962k -3% 7.9k 121.30
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AMN Healthcare Services (AMN) 0.0 $943k 39k 24.46
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MarketAxess Holdings (MKTX) 0.0 $875k -7% 4.0k 216.35
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Saia (SAIA) 0.0 $861k NEW 2.5k 349.43
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $810k -84% 1.4k 559.26
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Bowman Consulting Group (BWMN) 0.0 $773k -9% 35k 21.83
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Bentley Sys Com Cl B (BSY) 0.0 $766k -9% 20k 39.34
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Floor & Decor Hldgs Cl A (FND) 0.0 $718k -8% 8.9k 80.47
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Autodesk (ADSK) 0.0 $643k -52% 2.5k 261.83
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $481k NEW 5.2k 91.73
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Netease Sponsored Ads (NTES) 0.0 $445k -8% 4.3k 102.92
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Pure Storage Cl A (PSTG) 0.0 $425k -9% 9.6k 44.27
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Tetra Tech (TTEK) 0.0 $411k -67% 14k 29.25
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Nike CL B (NKE) 0.0 $394k -54% 6.2k 63.48
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $391k NEW 1.5k 255.58
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Manhattan Associates (MANH) 0.0 $385k NEW 2.2k 173.04
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Comfort Systems USA (FIX) 0.0 $376k NEW 1.2k 322.33
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Wingstop (WING) 0.0 $333k NEW 1.5k 225.58
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Paypal Holdings (PYPL) 0.0 $323k -33% 4.9k 65.25
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Ishares Tr Global 100 Etf (IOO) 0.0 $306k -63% 2.5k 123.51
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Karooooo Ord Shs (KARO) 0.0 $294k -48% 6.9k 42.54
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Cellebrite Di Ordinary Shares (CLBT) 0.0 $289k +47% 15k 19.43
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Past Filings by Polen Capital Management

SEC 13F filings are viewable for Polen Capital Management going back to 2011

View all past filings