Polen Capital Management·CIK 1034524
44
Positions
$38.5B
Portfolio Value
8
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| NEW |
| 3 | GOOG | 5.53% | $2,143,544,737 | NEW |
| 4 | V | 5.15% | $1,995,515,879 | NEW |
| 5 | NOW | 5.13% | $1,988,894,217 | NEW |
| 6 | MA | 4.89% | $1,892,910,764 | NEW |
| 7 | TMO | 4.48% | $1,736,193,727 | NEW |
| 8 | ADBE | 4.43% | $1,714,694,702 | NEW |
| 9 | ABT | 4.10% | $1,589,026,934 | NEW |
| 10 | AAPL | 4.05% | $1,569,521,285 | NEW |
| 11 | SHOP | 3.92% | $1,520,082,500 | NEW |
| 12 | ORCL | 3.86% | $1,494,061,519 | NEW |
| 13 | ACN | 3.56% | $1,379,330,671 | NEW |
| 14 | NFLX | 3.49% | $1,353,192,588 | NEW |
| 15 | MSCI | 3.35% | $1,298,938,913 | NEW |
| 16 | ZTS | 3.21% | $1,243,916,727 | NEW |
| 17 | WDAY | 3.03% | $1,173,785,466 | NEW |
| 18 | UNH | 3.01% | $1,167,268,172 | NEW |
| 19 | ABNB | 3.01% | $1,164,443,429 | NEW |
| 20 | NVO | 2.11% | $816,184,199 | NEW |
| 21 | IT | 1.92% | $744,628,280 | NEW |
| 22 | PAYC | 1.51% | $584,809,936 | NEW |
| 23 | LLY | 1.12% | $434,070,409 | NEW |
| 24 | ICLR | 0.78% | $302,758,583 | NEW |
| 25 | AON | 0.70% | $270,387,305 | NEW |
| 26 | SAP | 0.63% | $243,857,413 | NEW |
| 27 | GOOGL | 0.55% | $211,347,047 | NEW |
| 28 | GLOB | 0.32% | $125,418,400 | NEW |
| 29 | MDT | 0.24% | $92,103,331 | NEW |
| 30 | MELI | 0.21% | $80,057,609 | NEW |
| 31 | ASML | 0.14% | $56,063,189 | NEW |
| 32 | ADP | 0.14% | $54,834,722 | NEW |
| 33 | HDB | 0.14% | $52,490,307 | NEW |
| 34 | IWF | 0.16% | $60,889,073 | ▲ +0.1% |
| 35 | TME | 0.05% | $18,556,253 | NEW |
| 36 | ULXXXX | 0.04% | $16,746,943 | NEW |
| 37 | ONON | 0.04% | $14,820,217 | NEW |
| 38 | PDD | 0.03% | $12,678,881 | NEW |
| 39 | EXLS | 0.03% | $12,430,979 | NEW |
| 40 | ACWI | 0.03% | $10,893,576 | NEW |
| 41 | HLI | 0.03% | $10,794,572 | NEW |
| 42 | LVS | 0.03% | $10,215,698 | NEW |
| 43 | RVLV | 0.03% | $9,981,888 | NEW |
| 44 | CRM | 0.03% | $9,774,289 | NEW |