Polen Capital Management·CIK 1034524
117
Positions
$31.8B
Portfolio Value
8
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| 3 | GOOG | 3.65% | $1,161,480,672 | ▼ -2.1% |
| 4 | AMZN | 10.60% | $3,376,619,406 | ▼ -1% |
| 5 | NFLX | 2.60% | $828,154,067 | ▼ -1.6% |
| 6 | NVO | 0.22% | $69,572,355 | ▼ -1.3% |
| 7 | MSFT | 7.00% | $2,230,231,954 | ▼ -0.3% |
| 8 | SHOP | 4.58% | $1,457,986,765 | ▼ -0.3% |
| 9 | ADBE | 3.39% | $1,081,027,107 | ▼ -0.2% |
| 10 | ACN | 3.14% | $1,001,173,464 | ▼ -0.2% |
| 11 | WDAY | 2.89% | $921,160,370 | ▼ -0.1% |
| 12 | ABNB | 2.90% | $923,020,105 | ▼ -0% |
| 13 | GOOGL | 0.30% | $94,471,160 | ▼ -0.3% |
| 14 | SAP | 0.46% | $145,682,191 | ▼ -0.2% |
| 15 | IT | 1.10% | $350,701,922 | ▼ -0.1% |
| 16 | IWF | 0.44% | $139,208,065 | ▼ -0.1% |
| 17 | GLOB | 0.29% | $91,164,439 | ▼ -0.1% |
| 18 | ICLR | 0.35% | $111,127,679 | ▼ -0.1% |
| 19 | ACWX | 0.01% | $3,258,691 | ▼ -0% |
| 20 | ULXXXX | 0.04% | $13,841,715 | SOLD |
| 21 | VUG | 0.02% | $5,409,833 | ▼ -0% |
| 22 | RVLV | 0.01% | $3,444,456 | ▼ -0% |
| 23 | SPY | 0.00% | $809,812 | ▼ -0% |
| 24 | YETI | 0.01% | $3,776,183 | SOLD |
| 25 | ALRM | 0.00% | $1,304,823 | SOLD |
| 26 | FOXF | 0.00% | $1,249,336 | SOLD |
| 27 | BAH | 0.00% | $1,145,430 | SOLD |
| 28 | USHY | 0.00% | $967,577 | SOLD |
| 29 | ALGN | 0.00% | $939,062 | SOLD |
| 30 | KB | 0.00% | $826,700 | SOLD |
| 31 | ETSY | 0.00% | $795,307 | SOLD |
| 32 | CRL | 0.00% | $784,181 | SOLD |
| 33 | CALY | 0.00% | $656,043 | SOLD |
| 34 | CPA | 0.00% | $640,909 | SOLD |
| 35 | KSPI | 0.00% | $294,075 | SOLD |
| 36 | FERG | 0.00% | $214,880 | SOLD |