David M. Polen
Polen Capital Management
Polen Capital Management 13F holdings
Polen Capital Management's Portfolio
- Portfolio value:
- $23.42B≈
- # of securities:
- 234
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 12 Feb 2026
What stocks did Polen Capital Management own in 2025 Q4?
What was Polen Capital Management's 2025 Q4 portfolio?
Polen Capital Management has disclosed a total of 234 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $23,415,743,562.
Polen Capital Management's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Polen Capital Management's original 13F reports (2025 Q4) are the official SEC institutional disclosure documents covering all reported equity positions.
231 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Amazon.com Inc
|
8.53%
|
8,653,721
|
$230.82
|
-0.46%($229.75)
|
$1,997,451,824
|
2021 Q1
|
≈ 5.00 years
|
Common Stock
|
-23.05% (-2.59M)
|
-1.94%
|
|
|
|
Microsoft Corp
|
8.08%
|
3,909,985
|
$483.62
|
-18.09%($396.15)
|
$1,890,947,237
|
2017 Q3
|
≈ 8.50 years
|
Common Stock
|
-22.11% (-1.11M)
|
-1.74%
|
|
|
|
Oracle Corp
|
5.98%
|
7,185,496
|
$194.91
|
-39.33%($118.25)
|
$1,400,525,092
|
2024 Q3
|
≈ 1.50 years
|
Common Stock
|
-22.64% (-2.1M)
|
-1.33%
|
|
|
|
Eli Lilly and Company
|
5.72%
|
1,246,090
|
$1,074.68
|
+13.32%($1,217.86)
|
$1,339,147,991
|
2023 Q3
|
≈ 2.50 years
|
Common Stock
|
-23.22% (-376.88K)
|
-1.31%
|
|
|
|
Alphabet Inc, CL-C
|
5.38%
|
4,018,121
|
$313.80
|
+6.90%($335.44)
|
$1,260,886,646
|
2014 Q2
|
≈ 11.75 years
|
Common Stock
|
-13.41% (-622.12K)
|
-0.63%
|
|
|
|
Broadcom Inc
|
5.22%
|
3,531,637
|
$346.10
|
+8.90%($376.90)
|
$1,222,299,638
|
2025 Q3
|
≈ 0.50 years
|
Common Stock
|
-21.27% (-954.22K)
|
-1.07%
|
|
|
|
Mastercard Inc
|
5.20%
|
2,131,727
|
$570.88
|
-0.83%($566.15)
|
$1,216,959,930
|
2013 Q2 or earlier
|
≈ 12.75+ years
|
Common Stock
|
-22.24% (-609.52K)
|
-1.13%
|
|
|
|
Visa Inc, CL-A
|
5.06%
|
3,375,342
|
$350.71
|
+5.24%($369.08)
|
$1,183,766,189
|
2013 Q2 or earlier
|
≈ 12.75+ years
|
Common Stock
|
-22.23% (-964.88K)
|
-1.1%
|
|
|
|
Shopify Inc
|
4.95%
|
7,201,872
|
$160.97
|
-18.71%($130.86)
|
$1,159,285,211
|
2021 Q2
|
≈ 4.75 years
|
Common Stock
|
-34.89% (-3.86M)
|
-2.02%
|
|
|
|
NVIDIA Corp
|
4.24%
|
5,328,112
|
$186.50
|
+2.82%($191.75)
|
$993,692,985
|
2025 Q2
|
≈ 0.75 years
|
Common Stock
|
-15.39% (-968.92K)
|
-0.59%
|
|
Completely sold out
57 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
iShares iBoxx $ High Yield Corporate Bond ETF
|
-200,000
|
-0.05%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Invesco S&P 500 Equal Weight ETF
|
-44,774
|
-0.03%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Vista Oil Gas ADR
|
-210,976
|
-0.02%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
First Trust NASDAQ-100 Equal Weighted Index Fund
|
-22,529
|
-0.01%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Vanguard Mid-Cap Index Fund ETF Shares
|
-34,760
|
-0.01%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Corcept Therapeutics Incorporated
|
-28,363
|
-0.01%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
CommVault Systems Inc
|
-10,395
|
-0.01%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Warby Parker Inc
|
-66,730
|
-0.01%
|
2021 Q4
|
≈ 4.00 years
|
|
|
|
Stride Inc
|
-11,233
|
-0.01%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Barrett Business Services Inc
|
-36,833
|
-0.01%
|
2025 Q2
|
≈ 0.50 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.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* 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.