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 117 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $31,845,099,652.

What stocks does Polen Capital Management own?

In Polen Capital Management's portfolio as of 31 Mar 2025, the top 5 holdings are (AMZN) AMAZONCOM INC (10.60%), (MSFT) MICROSOFT CORP (7.00%), (V) VISA INC-CLASS A SHARES (6.63%), (ORCL) ORACLE CORP (5.54%) and (MA) MASTERCARD INC - A (5.53%).

To see the historical data of Polen Capital Management's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Polen Capital Management's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $31B+
Period: 2025 Q1
Number of stock: 117
Update: 12 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GNRC
GENERAC HOLDINGS INC
0.01%
33,409
$126.65
2.20% $129.44
$4,231,293
-24.78% (-11,007)
-0.00%
CATH
GLOBAL X S&P 500 CA VAL ETF
0.01%
53,317
$67.54
7.80% $72.81
$3,601,030
+11.95% (+5,692)
+0.00%
GLOB
GLOBANT SA
0.29%
774,418
$117.72
13.80% $101.47
$91,164,439
+22.05% (+139,894)
+0.05%
GSHD
GOOSEHEAD INSURANCE INC -A
0.02%
61,317
$118.06
3.58% $113.83
$7,239,086
-27.27% (-22,993)
-0.01%
HLNE
HAMILTON LANE INC-CLASS A
0.02%
52,320
$148.67
16.19% $172.74
$7,778,389
-5.97% (-3,324)
-0.00%
HDB
HDFC BANK LTD-ADR
0.14%
651,063
$66.44
9.90% $73.02
$43,256,617
-15.95% (-123,517)
-0.03%
HLI
HOULIHAN LOKEY INC
0.02%
32,295
$161.50
11.96% $180.81
$5,215,639
-10.29% (-3,704)
-0.00%
ICLR
ICON PLC
0.35%
635,052
$174.99
24.78% $131.63
$111,127,679
-10.75% (-76,458)
-0.04%
NSIT
INSIGHT ENTERPRISES INC
0.02%
42,133
$149.99
8.61% $137.08
$6,319,586
+1.69% (+702)
+0.00%
IBP
INSTALLED BUILDING PRODUCTS
0.01%
15,650
$171.46
2.97% $166.37
$2,683,282
-0.65% (-102)
-0.00%
SGOV
ISHARES 0-3 MONTH TREASURY B
0.01%
23,299
$100.67
0.12% $100.55
$2,345,510
+318.37% (+17,730)
+0.01%
IOO
ISHARES GLOBAL 100 ETF
0.00%
2,474
$123.51
16.76% $102.80
$305,553
-63.12% (-4,234)
-0.00%
ACWI
ISHARES MSCI ACWI ETF
0.14%
384,795
$116.39
6.57% $124.04
$44,786,332
+21.08% (+66,994)
+0.02%
ACWX
ISHARES MSCI ACWI EX US ETF
0.01%
58,768
$55.45
6.42% $59.01
$3,258,691
-84.55% (-321,503)
-0.06%
IWF
ISHARES RUSSELL 1000 GROWTH
0.44%
385,522
$361.09
11.18% $401.46
$139,208,065
-23.45% (-118,097)
-0.13%
IWM
ISHARES RUSSELL 2000 ETF
0.01%
10,362
$199.49
5.21% $209.88
$2,067,095
+3.55% (+355)
+0.00%
IWO
ISHARES RUSSELL 2000 GROWTH
0.00%
1,528
$255.58
7.66% $275.16
$390,530
buy
+0.00%
KARO
KAROOOOO LTD
0.00%
6,899
$42.54
28.07% $54.48
$293,483
-48.02% (-6,374)
-0.00%
KNSL
KINSALE CAPITAL GROUP INC
0.01%
4,262
$486.71
4.76% $463.53
$2,074,358
-5.65% (-255)
-0.00%
LVS
LAS VEGAS SANDS CORP
0.02%
139,619
$38.63
9.84% $42.43
$5,393,482
-9.76% (-15,105)
-0.00%
20 of 117

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
KSPI
JSC KASPIKZ ADR
3,105
-0.00%
KB
KB FINANCIAL GROUP INC-ADR
14,529
-0.00%
UL
UNILEVER PLC-SPONSORED ADR
244,122
-0.04%
YETI
YETI HOLDINGS INC
98,057
-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.