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Polen Capital Management's 2025Q3 portfolio

Polen Capital Management (Polen Capital Management) held 37 positions as of Sep 30, 2025, with the largest position at 8.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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 Sep 30, 2025 (37)

  1. 1ORCLOracle Corp
    % port
    8.5%
    +0.4pp vs prior Qnow 5.1%
  2. 2MSFTMicrosoft Corp
    % port
    8.4%
    +0.2pp vs prior Qnow 7.3%
  3. 3AMZNAmazon.com Inc
    % port
    8.0%
    -1.4pp vs prior Qnow 5.6%
  4. 4SHOPShopify Inc - Class A
    % port
    5.3%
    +0.1pp vs prior Qnow 5.2%
  5. 5MAMastercard Inc - A
    % port
    5.1%
    now 5.3%
  6. 6VVisa Inc-class A Shares
    % port
    4.8%
    -1.3pp vs prior Qnow 5.1%
  7. 7AVGOBroadcom Inc
    % port
    4.8%
    now 5.8%
  8. 8LLYEli Lilly & CO
    % port
    4.0%
    -0.1pp vs prior Qnow 5.8%
  9. 9NVDANvidia Corp
    % port
    3.8%
    +3.8pp vs prior Qnow 5.0%
  10. 10GOOGAlphabet Inc-cl C
    % port
    3.7%
    now 5.8%
  11. 11ZTSZoetis Inc
    % port
    3.6%
    -0.5pp vs prior Qnow 3.5%
  12. 12NOWServicenow Inc
    % port
    3.4%
    -0.4pp vs prior Qnow 5.3%
  13. 13ABTAbbott Laboratories
    % port
    3.2%
    -1.2pp vs prior Qnow 0.0%
  14. 14MSCIMsci Inc
    % port
    2.9%
    -0.2pp vs prior Qnow 3.5%
  15. 15AONAon Plc
    % port
    2.9%
    -0.1pp vs prior Qnow 3.0%
  16. 16SBUXStarbucks Corp
    % port
    2.4%
    -0.3pp vs prior Qnow 3.1%
  17. 17IDXXIdexx Laboratories Inc
    % port
    2.3%
    +0.4pp vs prior Qnow 2.7%
  18. 18ADBEAdobe Inc
    % port
    2.1%
    -1.9pp vs prior Qnow 0.0%
  19. 19ACNAccenture Plc Ireland
    % port
    2.0%
    -0.7pp vs prior Qnow 1.9%
  20. 20NFLXNetflix Inc
    % port
    1.9%
    -1.5pp vs prior Qnow 0.1%
  21. 21PAYCPaycom Software Inc
    % port
    1.8%
    -0.3pp vs prior Qnow 0.0%
  22. 22BSXBoston Scientific Corp
    % port
    1.8%
    now 0.3%
  23. 23CSGPCostar Group Inc
    % port
    1.7%
    now 3.5%
  24. 24SNPSSynopsys Inc
    % port
    1.7%
    now 1.8%
  25. 25ABNBAirbnb Inc-class A
    % port
    1.6%
    -1.4pp vs prior Qnow 2.0%
  26. 26INTUIntuit Inc
    % port
    1.5%
    now 0.1%
  27. 27UBERUber Technologies Inc
    % port
    1.5%
    +1.4pp vs prior Q
  28. 28MELIMercadolibre Inc
    % port
    0.4%
    -0.1pp vs prior Q
  29. 29GOOGLAlphabet Inc-cl A
    % port
    0.4%
    now 0.1%
  30. 30IWFIshares Russell 1000 Growth
    % port
    0.3%
    now 1.2%
  31. 31SAPSap Se-sponsored Adr
    % port
    0.3%
    -0.2pp vs prior Qnow 0.1%
  32. 32WTWWillis Towers Watson Plc Ltd
    % port
    0.2%
    now 0.0%
  33. 33TSMTaiwan Semiconductor-sp Adr
    % port
    0.2%
    now 0.4%
  34. 34ACWIIshares Msci Acwi Etf
    % port
    0.1%
    now 0.3%
  35. 35NUNU Hldgs Ltd
    % port
    0.1%
  36. 36HDBHdfc Bank Ltd-adr
    % port
    0.1%
  37. 37ASMLAsml Hldg NV
    % 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.