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Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 268 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 9, bought 151 totally new, decreased the number of shares of 80 and completely sold out 28 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 160 securities out of which top 5 purchases (by % change to portfolio) are (IDXX) IDEXX LABORATORIES INC (new buy), (SBUX) STARBUCKS CORP (added shares +88.35%), (NOW) SERVICENOW INC (added shares +23.92%), (ADBE) ADOBE INC (added shares +19.09%) and (CSGP) COSTAR GROUP INC (added shares +4.88%).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) 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 (5.2%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -21.56%), (MSFT) MICROSOFT CORP (reduced shares -8.67%), (ORCL) ORACLE CORP (reduced shares -4.96%), (V) VISA INC-CLASS A SHARES (reduced shares -6.85%) and (SHOP) SHOPIFY INC - CLASS A (reduced shares -3.8%).
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.