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
IBP
INSTALLED BUILDING PRODUCTS
0.00%
4,335
$180.32
51.54% $273.25
$781,687
-72.30% (-11,315)
-0.01%
INTA
INTAPP INC
0.00%
5,595
$51.62
15.54% $43.60
$288,814
buy
+0.00%
IRMD
IRADIMED CORP
0.00%
24,889
$59.79
19.59% $71.50
$1,488,113
buy
+0.00%
IRS
IRSA -SP ADR
0.01%
163,598
$13.93
5.31% $14.67
$2,278,920
buy
+0.01%
SGOV
ISHARES 0-3 MONTH TREASURY B
0.00%
4,972
$100.69
0.04% $100.65
$500,631
-78.66% (-18,327)
-0.01%
IVV
ISHARES CORE S&P 500 ETF
0.00%
355
$620.90
3.99% $645.66
$220,420
buy
+0.00%
ACWI
ISHARES MSCI ACWI ETF
0.03%
88,558
$128.60
3.69% $133.35
$11,388,570
-76.99% (-296,237)
-0.12%
ACWX
ISHARES MSCI ACWI EX US ETF
0.00%
22,082
$60.94
3.43% $63.03
$1,345,684
-62.43% (-36,686)
-0.01%
IWF
ISHARES RUSSELL 1000 GROWTH
0.29%
225,609
$424.58
4.68% $444.43
$95,788,998
-41.48% (-159,913)
-0.21%
ITRI
ITRON INC
0.00%
8,703
$131.63
5.76% $124.05
$1,145,576
buy
+0.00%
IE
IVANHOE ELECTRIC INC / US
0.00%
114,545
$9.07
0.11% $9.08
$1,038,923
buy
+0.00%
JOBY
JOBY AVIATION INC
0.01%
355,465
$10.55
35.55% $14.30
$3,750,156
buy
+0.01%
KAR
KAR AUCTION SERVICES INC
0.00%
50,404
$24.45
18.81% $29.05
$1,232,378
buy
+0.00%
KARO
KAROOOOO LTD
0.01%
84,767
$48.98
2.23% $50.07
$4,151,888
+1,128.69% (+77,868)
+0.01%
KRNT
KORNIT DIGITAL LTD
0.00%
36,065
$19.91
22.70% $15.39
$718,054
buy
+0.00%
KTOS
KRATOS DEFENSE & SECURITY
0.00%
34,531
$46.45
44.03% $66.90
$1,603,965
buy
+0.00%
KRUS
KURA SUSHI USA INC-CLASS A
0.00%
4,379
$86.08
8.63% $78.65
$376,944
buy
+0.00%
LVS
LAS VEGAS SANDS CORP
0.00%
13,066
$43.51
29.23% $56.23
$568,502
-90.64% (-126,553)
-0.02%
SWIM
LATHAM GROUP INC
0.00%
119,217
$6.38
28.06% $8.17
$760,604
buy
+0.00%
LTH
LIFE TIME GROUP HOLDINGS INC
0.00%
49,143
$30.33
6.79% $28.27
$1,490,507
buy
+0.00%
20 of 240

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
DT
DYNATRACE INC
26,718
-0.00%
CLBT
CELLEBRITE DI LTD
14,849
-0.00%
CIGI
COLLIERS INTERNATIONAL GROUP
7,933
-0.00%
BWMN
BOWMAN CONSULTING GROUP LTD
35,417
-0.00%
BSY
BENTLEY SYSTEMS INC-CLASS B
19,464
-0.00%
BLD
TOPBUILD CORP
4,931
-0.00%
BIL
SPDR BLOOMBERG 1-3 MONTH T-B
5,242
-0.00%
AMN
AMN HEALTHCARE SERVICES INC
38,564
-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.