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 | TMO | 3.46% | $1,280,387,702 | ▼ -1% |
| 4 | ADBE | 3.62% | $1,340,965,681 | ▼ -0.8% |
| 5 | MSFT | 7.30% | $2,702,186,554 | ▼ -0.5% |
| 6 | IT | 1.18% | $437,325,983 | ▼ -0.7% |
| 7 | NVO | 1.49% | $551,022,485 | ▼ -0.6% |
| 8 | NOW | 4.68% | $1,732,867,253 | ▼ -0.5% |
| 9 | ABT | 3.88% | $1,435,180,755 | ▼ -0.2% |
| 10 | ICLR | 0.40% | $149,210,727 | ▼ -0.4% |
| 11 | ACN | 3.35% | $1,240,625,957 | ▼ -0.2% |
| 12 | ABNB | 2.92% | $1,079,784,682 | ▼ -0.1% |
| 13 | MSCI | 3.29% | $1,219,363,274 | ▼ -0.1% |
| 14 | WDAY | 2.99% | $1,106,335,466 | ▼ -0% |
| 15 | MDT | 0.17% | $62,504,372 | ▼ -0.1% |
| 16 | MELI | 0.17% | $62,227,588 | ▼ -0% |
| 17 | ASML | 0.12% | $43,068,790 | ▼ -0% |
| 18 | TME | 0.03% | $12,026,312 | ▼ -0% |