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← Polen Capital Management

Polen Capital Management's 2025Q4 portfolio

Polen Capital Management (Polen Capital Management) held 38 positions as of Dec 31, 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 2025Q4but 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 Dec 31, 2025 (38)

  1. 1AMZNAmazon.com Inc
    % port
    8.5%
    +0.5pp vs prior Qnow 5.6%
  2. 2MSFTMicrosoft Corp
    % port
    8.1%
    -0.4pp vs prior Qnow 7.3%
  3. 3ORCLOracle Corp
    % port
    6.0%
    -2.5pp vs prior Qnow 5.1%
  4. 4LLYEli Lilly & CO
    % port
    5.7%
    +1.7pp vs prior Q
  5. 5GOOGAlphabet Inc-cl C
    % port
    5.4%
    +1.7pp vs prior Qnow 5.8%
  6. 6AVGOBroadcom Inc
    % port
    5.2%
    +0.4pp vs prior Qnow 5.8%
  7. 7MAMastercard Inc - A
    % port
    5.2%
    +0.1pp vs prior Qnow 5.3%
  8. 8VVisa Inc-class A Shares
    % port
    5.1%
    +0.2pp vs prior Q
  9. 9SHOPShopify Inc - Class A
    % port
    5.0%
    -0.4pp vs prior Qnow 5.2%
  10. 10NVDANvidia Corp
    % port
    4.2%
    +0.4pp vs prior Qnow 5.0%
  11. 11NOWServicenow Inc
    % port
    3.7%
    +0.4pp vs prior Qnow 5.3%
  12. 12MSCIMsci Inc
    % port
    3.3%
    +0.3pp vs prior Qnow 3.5%
  13. 13ZTSZoetis Inc
    % port
    3.0%
    -0.6pp vs prior Qnow 3.5%
  14. 14AONAon Plc
    % port
    2.8%
    -0.1pp vs prior Qnow 3.0%
  15. 15IDXXIdexx Laboratories Inc
    % port
    2.8%
    +0.4pp vs prior Q
  16. 16SBUXStarbucks Corp
    % port
    2.4%
    now 3.1%
  17. 17ACNAccenture Plc Ireland
    % port
    2.2%
    +0.2pp vs prior Qnow 1.9%
  18. 18ABTAbbott Laboratories
    % port
    2.1%
    -1.1pp vs prior Qnow 0.0%
  19. 19ISRGIntuitive Surgical Inc
    % port
    2.0%
    now 1.9%
  20. 20ADBEAdobe Inc
    % port
    2.0%
    -0.1pp vs prior Qnow 0.0%
  21. 21ABNBAirbnb Inc-class A
    % port
    1.8%
    +0.2pp vs prior Qnow 2.0%
  22. 22SNPSSynopsys Inc
    % port
    1.7%
    now 1.8%
  23. 23BSXBoston Scientific Corp
    % port
    1.6%
    -0.1pp vs prior Qnow 0.3%
  24. 24IWFIshares Russell 1000 Growth
    % port
    1.6%
    +1.2pp vs prior Qnow 1.2%
  25. 25INTUIntuit Inc
    % port
    1.4%
    now 0.1%
  26. 26CSGPCostar Group Inc
    % port
    1.4%
    -0.3pp vs prior Qnow 3.5%
  27. 27PAYCPaycom Software Inc
    % port
    1.2%
    -0.5pp vs prior Qnow 0.0%
  28. 28UBERUber Technologies Inc
    % port
    1.2%
    -0.2pp vs prior Qnow 1.5%
  29. 29MELIMercadolibre Inc
    % port
    0.4%
  30. 30ACWIIshares Msci Acwi Etf
    % port
    0.4%
    +0.3pp vs prior Q
  31. 31TSMTaiwan Semiconductor-sp Adr
    % port
    0.3%
    now 0.4%
  32. 32SAPSap Se-sponsored Adr
    % port
    0.2%
    now 0.1%
  33. 33SPOTSpotify Technology S A
    % port
    0.2%
    +0.2pp vs prior Qnow 0.4%
  34. 34NUNU Hldgs Ltd
    % port
    0.1%
  35. 35NFLXNetflix Inc
    % port
    0.1%
    -1.8pp vs prior Q
  36. 36VUGVanguard Growth Etf
    % port
    0.1%
  37. 37HDBHdfc Bank Ltd-adr
    % port
    0.1%
  38. 38ASMLAsml 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.