Polen Capital Management·CIK 1034524
124
Positions
$37.0B
Portfolio Value
8
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| 3 | SHOP | 4.91% | $1,816,061,116 | ▲ +1% |
| 4 | ORCL | 4.83% | $1,787,002,544 | ▲ +1% |
| 5 | NFLX | 4.16% | $1,540,078,082 | ▲ +0.7% |
| 6 | IWF | 0.55% | $202,243,438 | ▲ +0.4% |
| 7 | V | 5.62% | $2,079,142,753 | ▲ +0.5% |
| 8 | PAYC | 1.76% | $650,095,213 | ▲ +0.3% |
| 9 | MA | 4.97% | $1,839,027,815 | ▲ +0.1% |
| 10 | WTW | 0.11% | $40,278,152 | NEW |
| 11 | GOOG | 5.70% | $2,109,365,012 | ▲ +0.2% |
| 12 | SPOT | 0.07% | $27,227,935 | NEW |
| 13 | ACWI | 0.10% | $37,341,573 | ▲ +0.1% |
| 14 | ZTS | 3.29% | $1,219,236,807 | ▲ +0.1% |
| 15 | AAPL | 4.17% | $1,544,969,440 | ▲ +0.1% |
| 16 | NU | 0.06% | $23,242,364 | NEW |
| 17 | GOOGL | 0.63% | $232,876,376 | ▲ +0.1% |
| 18 | ACWX | 0.05% | $19,834,943 | NEW |
| 19 | VUG | 0.04% | $16,026,137 | NEW |
| 20 | MNDY | 0.03% | $12,522,089 | NEW |
| 21 | GLOB | 0.37% | $136,054,594 | ▲ +0% |
| 22 | GSHD | 0.02% | $9,039,681 | NEW |
| 23 | CCC | 0.02% | $8,941,828 | NEW |
| 24 | HLNE | 0.02% | $8,238,108 | NEW |
| 25 | WRBY | 0.02% | $7,742,879 | NEW |
| 26 | ELF | 0.02% | $7,717,934 | NEW |
| 27 | DLO | 0.02% | $7,064,074 | NEW |
| 28 | CNM | 0.02% | $6,910,386 | NEW |
| 29 | GNRC | 0.02% | $6,886,654 | NEW |
| 30 | NSIT | 0.02% | $6,301,655 | NEW |
| 31 | FSV | 0.02% | $5,932,159 | NEW |
| 32 | RGEN | 0.02% | $5,837,611 | NEW |
| 33 | PCTY | 0.02% | $5,722,626 | NEW |
| 34 | SPY | 0.02% | $5,590,481 | NEW |
| 35 | BROS | 0.01% | $5,501,118 | NEW |
| 36 | MEDP | 0.01% | $5,389,833 | NEW |
| 37 | RMBS | 0.01% | $5,246,822 | NEW |
| 38 | PGNY | 0.01% | $4,497,214 | NEW |
| 39 | AIT | 0.01% | $4,443,616 | NEW |
| 40 | WSC | 0.01% | $4,182,050 | NEW |
| 41 | YUMC | 0.01% | $4,142,524 | NEW |
| 42 | TREX | 0.01% | $3,884,186 | NEW |
| 43 | CWAN | 0.01% | $3,853,603 | NEW |
| 44 | BL | 0.01% | $3,815,181 | NEW |
| 45 | YETI | 0.01% | $3,776,183 | NEW |
| 46 | AAON | 0.01% | $3,713,569 | NEW |
| 47 | CATH | 0.01% | $3,373,755 | NEW |
| 48 | SITE | 0.01% | $3,180,943 | NEW |
| 49 | VT | 0.01% | $3,147,737 | NEW |
| 50 | EPAM | 0.01% | $3,145,814 | NEW |
| 51 | ROAD | 0.01% | $2,831,493 | NEW |
| 52 | FN | 0.01% | $2,771,633 | NEW |
| 53 | IBP | 0.01% | $2,760,477 | NEW |
| 54 | BDC | 0.01% | $2,723,178 | NEW |
| 55 | QLYS | 0.01% | $2,622,312 | NEW |
| 56 | SAP | 0.67% | $246,196,312 | ▲ +0% |
| 57 | IWM | 0.01% | $2,211,143 | NEW |
| 58 | KNSL | 0.01% | $2,100,992 | NEW |
| 59 | POOL | 0.01% | $2,032,684 | NEW |
| 60 | TTEK | 0.00% | $1,719,574 | NEW |
| 61 | BLD | 0.00% | $1,625,195 | NEW |
| 62 | DT | 0.00% | $1,577,291 | NEW |
| 63 | ADSK | 0.00% | $1,529,285 | NEW |
| 64 | TECH | 0.00% | $1,495,343 | NEW |
| 65 | LGIH | 0.00% | $1,439,329 | NEW |
| 66 | OLLI | 0.00% | $1,382,927 | NEW |
| 67 | SKIL | 0.00% | $1,369,841 | NEW |
| 68 | MORN | 0.00% | $1,315,385 | NEW |
| 69 | ALRM | 0.00% | $1,304,823 | NEW |
| 70 | FOXF | 0.00% | $1,249,336 | NEW |
| 71 | BAH | 0.00% | $1,145,430 | NEW |
| 72 | CIGI | 0.00% | $1,118,489 | NEW |
| 73 | ENTG | 0.00% | $1,092,236 | NEW |
| 74 | NKE | 0.00% | $1,029,649 | NEW |
| 75 | BSY | 0.00% | $999,707 | NEW |
| 76 | MKTX | 0.00% | $984,856 | NEW |
| 77 | FND | 0.00% | $977,060 | NEW |
| 78 | BWMN | 0.00% | $972,239 | NEW |
| 79 | USHY | 0.00% | $967,577 | NEW |
| 80 | ALGN | 0.00% | $939,062 | NEW |
| 81 | AMN | 0.00% | $912,357 | NEW |
| 82 | KB | 0.00% | $826,700 | NEW |
| 83 | ETSY | 0.00% | $795,307 | NEW |
| 84 | CRL | 0.00% | $784,181 | NEW |
| 85 | IOO | 0.00% | $675,974 | NEW |
| 86 | CALY | 0.00% | $656,043 | NEW |
| 87 | PSTG | 0.00% | $653,799 | NEW |
| 88 | CPA | 0.00% | $640,909 | NEW |
| 89 | PYPL | 0.00% | $635,102 | NEW |
| 90 | KARO | 0.00% | $599,276 | NEW |
| 91 | SGOV | 0.00% | $558,682 | NEW |
| 92 | NTES | 0.00% | $420,982 | NEW |
| 93 | KSPI | 0.00% | $294,075 | NEW |
| 94 | CLBT | 0.00% | $222,393 | NEW |
| 95 | FERG | 0.00% | $214,880 | NEW |