David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $30.80B≈ (-$2B≈)
- Previous value:
- $32.59B≈
- # of changes:
- 291
- New positions:
- 52
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 12 Nov 2025
Polen Capital Management has disclosed a total of 291 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 68, bought 52 totally new, decreased the number of shares of 111 and completely sold out 60 position(s).
What stocks did Polen Capital Management buy in 2025 Q3?
During 2025 Q3 Polen Capital Management has bought 120 securities out of which top 5 purchases (by % change to portfolio) were (AVGO) Broadcom Inc (new buy), (NVDA) NVIDIA Corp (added shares +36,850.09%), (BSX) Boston Scientific Corp (new buy), (SNPS) Synopsys Inc (new buy) and (INTU) Intuit Inc (new buy).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (ORCL) Oracle Corp (reduced shares -22.49%), (MSFT) Microsoft Corp (reduced shares -7.48%), (AMZN) Amazon.com Inc (reduced shares -19.22%), (SHOP) Shopify Inc (reduced shares -24.71%) and (MA) Mastercard Inc (reduced shares -8.38%).
291 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Clear Secure Inc
|
new
|
+28,871
|
28,871
|
+0%
|
$33.38
|
+62.19%($54.14)
|
0.00%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
The Coca-Cola Company
|
new
|
+10,490
|
10,490
|
+0%
|
$66.32
|
+31.74%($87.37)
|
0.00%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Eos Energy Enterprises Inc
|
new
|
+21,080
|
21,080
|
+0%
|
$11.39
|
-70.19%($3.40)
|
0.00%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
First Solar Inc
|
new
|
+11,214
|
11,214
|
+0.01%
|
$220.53
|
-2.35%($215.34)
|
0.01%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
First Trust NASDAQ-100 Equal Weighted Index Fund
|
new
|
+22,529
|
22,529
|
+0.01%
|
$141.11
|
+10.01%($155.24)
|
0.01%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Guidewire Software Inc
|
new
|
+902
|
902
|
+0%
|
$229.86
|
-33.15%($153.66)
|
0.00%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Howard Hughes Holdings Inc
|
new
|
+23,823
|
23,823
|
+0.01%
|
$82.17
|
-21.88%($64.19)
|
0.01%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
iHeartMedia Inc, CL-A
|
new
|
+141,709
|
141,709
|
+0%
|
$2.87
|
+23.17%($3.54)
|
0.00%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Intuit Inc
|
new
|
+661,727
|
661,727
|
+1.47%
|
$682.91
|
-53.90%($314.85)
|
1.47%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Invesco S&P 500 Equal Weight ETF
|
new
|
+44,774
|
44,774
|
+0.03%
|
$189.70
|
+13.48%($215.28)
|
0.03%
|
2025 Q3
|
≈ 0.25 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.