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← Polen Capital Management

Polen Capital Management's 2025Q2 portfolio

Polen Capital Management (Polen Capital Management) held 35 positions as of Jun 30, 2025, with the largest position at 9.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (35)

  1. 1AMZNAmazon.com Inc
    % port
    9.4%
    -1.2pp vs prior Qnow 5.6%
  2. 2MSFTMicrosoft Corp
    % port
    8.3%
    +1.3pp vs prior Qnow 7.3%
  3. 3ORCLOracle Corp
    % port
    8.0%
    +2.5pp vs prior Qnow 5.1%
  4. 4VVisa Inc-class A Shares
    % port
    6.1%
    -0.5pp vs prior Qnow 5.1%
  5. 5SHOPShopify Inc - Class A
    % port
    5.2%
    +0.6pp vs prior Q
  6. 6MAMastercard Inc - A
    % port
    5.2%
    -0.4pp vs prior Qnow 5.3%
  7. 7ABTAbbott Laboratories
    % port
    4.5%
    -0.3pp vs prior Qnow 0.0%
  8. 8LLYEli Lilly & CO
    % port
    4.2%
    -0.4pp vs prior Qnow 5.8%
  9. 9ZTSZoetis Inc
    % port
    4.0%
    -0.5pp vs prior Qnow 3.5%
  10. 10ADBEAdobe Inc
    % port
    4.0%
    +0.6pp vs prior Qnow 0.0%
  11. 11NOWServicenow Inc
    % port
    3.7%
    +1.3pp vs prior Qnow 5.3%
  12. 12GOOGAlphabet Inc-cl C
    % port
    3.6%
    now 5.8%
  13. 13NFLXNetflix Inc
    % port
    3.4%
    +0.7pp vs prior Qnow 0.1%
  14. 14MSCIMsci Inc
    % port
    3.1%
    -0.2pp vs prior Qnow 3.5%
  15. 15AONAon Plc
    % port
    3.0%
    -0.8pp vs prior Q
  16. 16ABNBAirbnb Inc-class A
    % port
    3.0%
    now 2.0%
  17. 17SBUXStarbucks Corp
    % port
    2.7%
    +1.1pp vs prior Qnow 3.1%
  18. 18ACNAccenture Plc Ireland
    % port
    2.7%
    -0.4pp vs prior Qnow 1.9%
  19. 19PAYCPaycom Software Inc
    % port
    2.1%
    now 0.0%
  20. 20IDXXIdexx Laboratories Inc
    % port
    2.0%
    now 2.7%
  21. 21CSGPCostar Group Inc
    % port
    1.7%
    now 3.5%
  22. 22ITGartner Inc
    % port
    1.0%
    -0.1pp vs prior Qnow 0.0%
  23. 23MELIMercadolibre Inc
    % port
    0.5%
  24. 24SAPSap Se-sponsored Adr
    % port
    0.5%
    now 0.1%
  25. 25GOOGLAlphabet Inc-cl A
    % port
    0.3%
    now 0.1%
  26. 26WTWWillis Towers Watson Plc Ltd
    % port
    0.3%
    now 0.0%
  27. 27IWFIshares Russell 1000 Growth
    % port
    0.3%
    -0.1pp vs prior Qnow 1.2%
  28. 28HDBHdfc Bank Ltd-adr
    % port
    0.1%
    now 0.0%
  29. 29ASMLAsml Hldg NV
    % port
    0.1%
  30. 30NUNU Hldgs Ltd
    % port
    0.1%
  31. 31(cusip)ON Hldg AG
    % port
    0.1%
  32. 32SPOTSpotify Technology S A
    % port
    0.1%
    now 0.4%
  33. 33MDTMedtronic Plc
    % port
    0.1%
    -0.1pp vs prior Q
  34. 34TMETencent Music Entertainm-adr
    % port
    0.1%
  35. 35IBNIcici Bank Ltd-spon Adr
    % port
    0.1%

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.