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
SPOT
SPOTIFY TECHNOLOGY SA
0.07%
29,446
$767.35
9.69% $692.99
$22,595,264
-24.01% (-9,303)
-0.02%
SFM
SPROUTS FARMERS MARKET INC
0.00%
6,068
$164.64
11.15% $146.28
$999,036
buy
+0.00%
SBUX
STARBUCKS CORP
2.72%
9,668,618
$91.63
3.55% $88.38
$885,935,504
+88.35% (+4,535,178)
+1.28%
STRL
STERLING CONSTRUCTION CO
0.00%
3,569
$230.73
21.17% $279.58
$823,475
buy
+0.00%
SSYS
STRATASYS LTD
0.00%
81,732
$11.47
3.40% $11.08
$937,466
buy
+0.00%
LRN
STRIDE INC
0.00%
9,420
$145.19
13.76% $165.17
$1,367,690
buy
+0.00%
SG
SWEETGREEN INC - CLASS A
0.00%
22,651
$14.88
37.23% $9.34
$337,047
buy
+0.00%
SYM
SYMBOTIC INC
0.00%
20,003
$38.85
19.00% $46.23
$777,117
buy
+0.00%
TLN
TALEN ENERGY CORP
0.01%
5,826
$290.77
22.47% $356.11
$1,694,026
buy
+0.01%
FTI
TECHNIPFMC PLC
0.01%
51,582
$34.44
4.88% $36.12
$1,776,484
buy
+0.01%
TEM
TEMPUS AI INC
0.00%
6,759
$63.54
26.72% $80.52
$429,467
buy
+0.00%
TME
TENCENT MUSIC ENTERTAINM-ADR
0.06%
991,883
$19.49
30.07% $25.35
$19,331,800
-49.87% (-986,886)
-0.06%
TSLA
TESLA INC
0.01%
6,722
$317.66
7.04% $340.01
$2,135,311
buy
+0.01%
TGTX
TG THERAPEUTICS INC
0.00%
14,768
$35.99
18.17% $29.45
$531,500
buy
+0.00%
TMO
THERMO FISHER SCIENTIFIC INC
2.73%
2,190,348
$405.46
23.31% $499.99
$888,098,672
-5.69% (-132,134)
-0.16%
TDUP
THREDUP INC - CLASS A
0.00%
52,989
$7.49
55.94% $11.68
$396,888
buy
+0.00%
TMDX
TRANSMEDICS GROUP INC
0.00%
11,385
$134.01
10.57% $119.85
$1,525,704
buy
+0.00%
TREX
TREX COMPANY INC
0.00%
5,961
$54.38
18.94% $64.68
$324,159
-92.43% (-72,781)
-0.01%
TWLO
TWILIO INC - A
0.01%
13,313
$124.36
14.46% $106.38
$1,655,605
buy
+0.01%
UBER
UBER TECHNOLOGIES INC
0.01%
18,526
$93.30
3.74% $96.79
$1,728,476
buy
+0.01%
20 of 240

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
YUMC
YUM CHINA HOLDINGS INC
86,045
-0.01%
SKIL
SKILLSOFT CORP
57,172
-0.00%
TECH
BIO-TECHNE CORP
46,314
-0.01%
AMN
AMN HEALTHCARE SERVICES INC
38,564
-0.00%
BWMN
BOWMAN CONSULTING GROUP LTD
35,417
-0.00%
DT
DYNATRACE INC
26,718
-0.00%
BSY
BENTLEY SYSTEMS INC-CLASS B
19,464
-0.00%
EPAM
EPAM SYSTEMS INC
16,512
-0.01%
CLBT
CELLEBRITE DI LTD
14,849
-0.00%
LGIH
LGI HOMES INC
14,523
-0.00%

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.