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
| Ticker | % Portfolio | Value |
|---|---|---|
| AMZN | 12.38% | $4,797,039,242 |
| MSFT |
7.79% |
| $3,017,463,740 |
| GOOG | 5.53% | $2,143,544,737 |
| V | 5.15% | $1,995,515,879 |
| NOW | 5.13% | $1,988,894,217 |
| MA | 4.89% | $1,892,910,764 |
| TMO | 4.48% | $1,736,193,727 |
| ADBE | 4.43% | $1,714,694,702 |
| ABT | 4.10% | $1,589,026,934 |
| AAPL | 4.05% | $1,569,521,285 |
| SHOP | 3.92% | $1,520,082,500 |
| ORCL | 3.86% | $1,494,061,519 |
| ACN | 3.56% | $1,379,330,671 |
| NFLX | 3.49% | $1,353,192,588 |
| MSCI | 3.35% | $1,298,938,913 |
| ZTS | 3.21% | $1,243,916,727 |
| WDAY | 3.03% | $1,173,785,466 |
| UNH | 3.01% | $1,167,268,172 |
| ABNB | 3.01% | $1,164,443,429 |
| NVO | 2.11% | $816,184,199 |
| IT | 1.92% | $744,628,280 |
| PAYC | 1.51% | $584,809,936 |
| LLY | 1.12% | $434,070,409 |
| ICLR | 0.78% | $302,758,583 |
| AON | 0.70% | $270,387,305 |
| SAP | 0.63% | $243,857,413 |
| GOOGL | 0.55% | $211,347,047 |
| GLOB | 0.32% | $125,418,400 |
| MDT | 0.24% | $92,103,331 |
| MELI | 0.21% | $80,057,609 |
| IWF | 0.16% | $60,889,073 |
| ASML | 0.14% | $56,063,189 |
| ADP | 0.14% | $54,834,722 |
| HDB | 0.14% | $52,490,307 |
| TME | 0.05% | $18,556,253 |
| ULXXXX | 0.04% | $16,746,943 |
| ONON | 0.04% | $14,820,217 |
| PDD | 0.03% | $12,678,881 |
| EXLS | 0.03% | $12,430,979 |
| ACWI | 0.03% | $10,893,576 |
| HLI | 0.03% | $10,794,572 |
| LVS | 0.03% | $10,215,698 |
| RVLV | 0.03% | $9,981,888 |
| CRM | 0.03% | $9,774,289 |