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Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 130 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 34, bought 7 totally new, decreased the number of shares of 75 and completely sold out 14 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 41 securities out of which top 5 purchases (by % change to portfolio) are (AON) AON PLC-CLASS A (added shares +318.13%), (SBUX) STARBUCKS CORP (new buy), (LLY) ELI LILLY & CO (added shares +35.45%), (ORCL) ORACLE CORP (added shares +17.58%) and (ZTS) ZOETIS INC (added shares +17.55%).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (10.6%), (MSFT) MICROSOFT CORP (7%), (V) VISA INC-CLASS A SHARES (6.63%), (ORCL) ORACLE CORP (5.54%) and (MA) MASTERCARD INC - A (5.53%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -9.2%), (MSFT) MICROSOFT CORP (reduced shares -7.33%), (V) VISA INC-CLASS A SHARES (reduced shares -8.44%), (ORCL) ORACLE CORP (added shares +17.58%) and (MA) MASTERCARD INC - A (reduced shares -8.05%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.