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
AIT
APPLIED INDUSTRIAL TECH INC
0.00%
1,565
$232.45
14.91% $267.11
$363,784
-92.60% (-19,595)
-0.01%
ACHR
ARCHER AVIATION INC-A
0.01%
194,666
$10.85
10.88% $9.67
$2,112,126
buy
+0.01%
AGX
ARGAN INC
0.03%
44,821
$220.48
0.76% $222.16
$9,882,134
buy
+0.03%
ARLO
ARLO TECHNOLOGIES INC
0.00%
49,190
$16.96
3.42% $17.54
$834,262
buy
+0.00%
ASND
ASCENDIS PHARMA A/S - ADR
0.00%
2,719
$172.60
12.57% $194.30
$469,299
buy
+0.00%
ASML
ASML HOLDING NV-NY REG SHS
0.11%
44,525
$801.39
5.80% $754.89
$35,681,806
-15.48% (-8,152)
-0.02%
ASPI
ASP ISOTOPES INC
0.00%
175,138
$7.36
27.04% $9.35
$1,289,016
buy
+0.00%
ASTE
ASTEC INDUSTRIES INC
0.00%
10,956
$41.69
10.22% $45.95
$456,756
buy
+0.00%
ATRO
ASTRONICS CORP
0.01%
49,791
$33.48
8.54% $36.34
$1,667,003
buy
+0.01%
ADSK
AUTODESK INC
0.00%
1,399
$309.63
6.27% $290.23
$433,177
-43.01% (-1,056)
-0.00%
ADP
AUTOMATIC DATA PROCESSING
0.09%
94,535
$308.40
0.15% $307.95
$29,154,595
-43.23% (-71,991)
-0.07%
AXON
AXON ENTERPRISE INC
0.00%
922
$827.94
7.45% $766.24
$763,361
buy
+0.00%
AXSM
AXSOME THERAPEUTICS INC
0.00%
3,232
$104.39
13.53% $118.51
$337,388
buy
+0.00%
BBSI
BARRETT BUSINESS SVCS INC
0.00%
30,143
$41.69
16.98% $48.77
$1,256,662
buy
+0.00%
BELFB
BEL FUSE INC-CL B
0.01%
20,386
$97.69
35.74% $132.60
$1,991,508
buy
+0.01%
BDC
BELDEN INC
0.00%
10,682
$115.80
13.23% $131.12
$1,236,976
-65.17% (-19,983)
-0.01%
BL
BLACKLINE INC
0.00%
4,763
$56.62
4.66% $53.98
$269,681
-91.36% (-50,336)
-0.01%
BE
BLOOM ENERGY CORP- A
0.01%
68,316
$23.92
102.93% $48.54
$1,634,119
buy
+0.01%
BBIO
BRIDGEBIO PHARMA INC
0.00%
35,649
$43.18
13.66% $49.08
$1,539,324
buy
+0.00%
BKD
BROOKDALE SENIOR LIVING INC
0.00%
84,013
$6.96
10.92% $7.72
$584,730
buy
+0.00%
20 of 240

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
PSTG
PURE STORAGE INC - CLASS A
9,597
-0.00%
SAIA
SAIA INC
2,464
-0.00%
SKIL
SKILLSOFT CORP
57,172
-0.00%
BIL
SPDR BLOOMBERG 1-3 MONTH T-B
5,242
-0.00%
TTEK
TETRA TECH INC
14,061
-0.00%
BLD
TOPBUILD CORP
4,931
-0.00%
WING
WINGSTOP INC
1,476
-0.00%
YUMC
YUM CHINA HOLDINGS INC
86,045
-0.01%

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.