Polen Capital Management's Portfolio

Polen Capital Management 13F holdings

What is Polen Capital Management's portfolio?

Polen Capital Management has disclosed a total of 240 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $32,586,427,255.

What stocks does Polen Capital Management own?

In Polen Capital Management's portfolio as of 30 Jun 2025, the top 5 holdings are (AMZN) AMAZONCOM INC (9.37%), (MSFT) MICROSOFT CORP (8.28%), (ORCL) ORACLE CORP (8.04%), (V) VISA INC-CLASS A SHARES (6.11%) and (SHOP) SHOPIFY INC - CLASS A (5.20%).

To see the historical data of Polen Capital Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Polen Capital Management's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $32B+
Period: 2025 Q2
Number of stock: 240
Update: 13 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AAON
AAON INC
0.00%
3,203
$73.75
16.58% $85.98
$236,221
-93.52% (-46,263)
-0.01%
ABT
ABBOTT LABORATORIES
4.45%
10,669,498
$136.01
2.51% $132.59
$1,451,158,449
-6.29% (-716,079)
-0.30%
ACN
ACCENTURE PLC-CL A
2.70%
2,947,158
$298.89
13.27% $259.22
$880,876,004
-8.14% (-261,320)
-0.24%
AYI
ACUITY BRANDS INC
0.00%
1,540
$298.34
9.50% $326.69
$459,444
buy
+0.00%
ADPT
ADAPTIVE BIOTECHNOLOGIES
0.01%
142,257
$11.65
11.59% $13.00
$1,657,294
buy
+0.01%
ADMA
ADMA BIOLOGICS INC
0.00%
30,412
$18.21
2.25% $17.80
$553,803
buy
+0.00%
ADBE
ADOBE INC
3.99%
3,356,781
$386.88
6.41% $362.09
$1,298,671,456
+19.09% (+538,156)
+0.64%
ADT
ADT INC
0.00%
72,926
$8.47
4.01% $8.81
$617,683
buy
+0.00%
AEHR
AEHR TEST SYSTEMS
0.00%
21,000
$12.93
39.98% $18.10
$271,530
buy
+0.00%
AFRM
AFFIRM HOLDINGS INC
0.01%
30,027
$69.14
14.97% $79.49
$2,076,067
buy
+0.01%
ABNB
AIRBNB INC-CLASS A
2.99%
7,354,228
$132.34
1.83% $129.92
$973,258,595
-4.82% (-372,376)
-0.15%
ALKT
ALKAMI TECHNOLOGY INC
0.00%
18,915
$30.14
16.12% $25.28
$570,098
buy
+0.00%
ALSN
ALLISON TRANSMISSION HOLDING
0.00%
4,389
$94.99
5.98% $89.31
$416,911
buy
+0.00%
GOOGL
ALPHABET INC-CL A
0.34%
620,019
$176.23
16.94% $206.09
$109,265,878
+1.49% (+9,109)
+0.00%
GOOG
ALPHABET INC-CL C
3.57%
6,562,265
$177.39
16.53% $206.72
$1,164,080,117
-11.73% (-872,163)
-0.47%
ATEC
ALPHATEC HOLDINGS INC
0.00%
34,192
$11.10
45.41% $16.14
$379,531
buy
+0.00%
AMZN
AMAZONCOM INC
9.37%
13,921,840
$219.39
4.31% $228.84
$3,054,312,473
-21.56% (-3,825,555)
-2.58%
AMSC
AMERICAN SUPERCONDUCTOR CORP
0.01%
47,221
$36.69
38.13% $50.68
$1,732,538
buy
+0.01%
AON
AON PLC-CLASS A
3.01%
2,745,627
$356.76
5.14% $375.10
$979,529,926
-8.71% (-262,092)
-0.29%
AAPL
APPLE INC
0.01%
8,526
$205.17
11.01% $227.76
$1,749,237
-99.68% (-2,672,588)
-1.68%
20 of 240

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AMN
AMN HEALTHCARE SERVICES INC
38,564
-0.00%
BSY
BENTLEY SYSTEMS INC-CLASS B
19,464
-0.00%
TECH
BIO-TECHNE CORP
46,314
-0.01%
BWMN
BOWMAN CONSULTING GROUP LTD
35,417
-0.00%
CLBT
CELLEBRITE DI LTD
14,849
-0.00%
CIGI
COLLIERS INTERNATIONAL GROUP
7,933
-0.00%
FIX
COMFORT SYSTEMS USA INC
1,166
-0.00%
DT
DYNATRACE INC
26,718
-0.00%
ENTG
ENTEGRIS INC
11,539
-0.00%
EPAM
EPAM SYSTEMS INC
16,512
-0.01%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.