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Polen Capital Management's 2025Q1 portfolio

Polen Capital Management (Polen Capital Management) held 34 positions as of Mar 31, 2025, with the largest position at 10.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2025 (34)

  1. 1AMZNAmazon.com Inc
    % port
    10.6%
    -1.0pp vs prior Qnow 5.6%
  2. 2MSFTMicrosoft Corp
    % port
    7.0%
    -0.3pp vs prior Qnow 7.3%
  3. 3VVisa Inc-class A Shares
    % port
    6.6%
    +1.0pp vs prior Qnow 5.1%
  4. 4ORCLOracle Corp
    % port
    5.5%
    +0.7pp vs prior Qnow 5.1%
  5. 5MAMastercard Inc - A
    % port
    5.5%
    +0.6pp vs prior Qnow 5.3%
  6. 6ABTAbbott Laboratories
    % port
    4.7%
    +0.9pp vs prior Qnow 0.0%
  7. 7SHOPShopify Inc - Class A
    % port
    4.6%
    -0.3pp vs prior Qnow 5.2%
  8. 8LLYEli Lilly & CO
    % port
    4.6%
    +1.8pp vs prior Qnow 5.8%
  9. 9ZTSZoetis Inc
    % port
    4.5%
    +1.3pp vs prior Qnow 3.5%
  10. 10AONAon Plc
    % port
    3.8%
    +3.1pp vs prior Qnow 3.0%
  11. 11GOOGAlphabet Inc-cl C
    % port
    3.6%
    -2.1pp vs prior Qnow 5.8%
  12. 12ADBEAdobe Inc
    % port
    3.4%
    -0.2pp vs prior Qnow 0.0%
  13. 13MSCIMsci Inc
    % port
    3.3%
    now 3.5%
  14. 14ACNAccenture Plc Ireland
    % port
    3.1%
    -0.2pp vs prior Qnow 1.9%
  15. 15ABNBAirbnb Inc-class A
    % port
    2.9%
    now 2.0%
  16. 16NFLXNetflix Inc
    % port
    2.6%
    -1.6pp vs prior Qnow 0.1%
  17. 17NOWServicenow Inc
    % port
    2.4%
    -2.3pp vs prior Qnow 5.3%
  18. 18PAYCPaycom Software Inc
    % port
    2.1%
    +0.4pp vs prior Qnow 0.0%
  19. 19AAPLApple Inc
    % port
    1.9%
    -2.3pp vs prior Qnow 0.0%
  20. 20CSGPCostar Group Inc
    % port
    1.6%
    +0.4pp vs prior Qnow 3.5%
  21. 21SBUXStarbucks Corp
    % port
    1.6%
    now 3.1%
  22. 22ITGartner Inc
    % port
    1.1%
    now 0.0%
  23. 23SAPSap Se-sponsored Adr
    % port
    0.5%
    -0.2pp vs prior Qnow 0.1%
  24. 24IWFIshares Russell 1000 Growth
    % port
    0.4%
    -0.1pp vs prior Qnow 1.2%
  25. 25MELIMercadolibre Inc
    % port
    0.4%
    +0.3pp vs prior Q
  26. 26WTWWillis Towers Watson Plc Ltd
    % port
    0.4%
    +0.3pp vs prior Qnow 0.0%
  27. 27GOOGLAlphabet Inc-cl A
    % port
    0.3%
    -0.3pp vs prior Qnow 0.1%
  28. 28MDTMedtronic Plc
    % port
    0.2%
    now 0.0%
  29. 29ACWIIshares Msci Acwi Etf
    % port
    0.1%
    now 0.3%
  30. 30HDBHdfc Bank Ltd-adr
    % port
    0.1%
    now 0.0%
  31. 31ASMLAsml Hldg NV
    % port
    0.1%
  32. 32NUNU Hldgs Ltd
    % port
    0.1%
  33. 33TMETencent Music Entertainm-adr
    % port
    0.1%
  34. 34SPOTSpotify Technology S A
    % port
    0.1%
    now 0.4%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.