Polen Capital Management·CIK 1034524
240
Positions
$32.6B
Portfolio Value
8
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | MSFT | 8.28% | $2,699,008,078 | ▲ +1.3% |
| 4 | NOW | 3.71% | $1,209,941,837 | ▲ +1.3% |
| 5 | SBUX | 2.72% | $885,935,504 | ▲ +1.1% |
| 6 | NFLX | 3.35% | $1,091,704,546 | ▲ +0.8% |
| 7 | SHOP | 5.20% | $1,694,509,943 | ▲ +0.6% |
| 8 | ADBE | 3.99% | $1,298,671,456 | ▲ +0.6% |
| 9 | ABNB | 2.99% | $973,258,595 | ▲ +0.1% |
| 10 | CSGP | 1.71% | $556,675,810 | ▲ +0.1% |
| 11 | MELI | 0.50% | $162,539,156 | ▲ +0.1% |
| 12 | IBN | 0.05% | $16,835,979 | NEW |
| 13 | ONON | 0.08% | $25,495,494 | ▲ +0.1% |
| 14 | GOOGL | 0.34% | $109,265,878 | ▲ +0% |
| 15 | SE | 0.04% | $13,424,131 | NEW |
| 16 | MNDY | 0.09% | $30,685,399 | ▲ +0% |
| 17 | MMYT | 0.03% | $10,288,389 | NEW |
| 18 | AGX | 0.03% | $9,882,134 | NEW |
| 19 | WGS | 0.02% | $7,475,264 | NEW |
| 20 | BWXT | 0.02% | $5,911,790 | NEW |
| 21 | POWL | 0.02% | $5,297,658 | NEW |
| 22 | VSEC | 0.02% | $5,184,581 | NEW |
| 23 | IESC | 0.01% | $4,094,195 | NEW |
| 24 | CVNA | 0.01% | $3,940,747 | NEW |
| 25 | JOBY | 0.01% | $3,750,156 | NEW |
| 26 | DAVE | 0.01% | $3,387,603 | NEW |
| 27 | CCJ | 0.01% | $3,386,076 | NEW |
| 28 | SMR | 0.01% | $3,379,453 | NEW |
| 29 | SOFI | 0.01% | $3,112,016 | NEW |
| 30 | NVDA | 0.01% | $2,692,466 | NEW |
| 31 | CRS | 0.01% | $2,618,701 | NEW |
| 32 | ODD | 0.01% | $2,547,188 | NEW |
| 33 | CVLT | 0.01% | $2,291,045 | NEW |
| 34 | IRS | 0.01% | $2,278,920 | NEW |
| 35 | CRDO | 0.01% | $2,260,770 | NEW |
| 36 | LMB | 0.01% | $2,201,952 | NEW |
| 37 | TSLA | 0.01% | $2,135,311 | NEW |
| 38 | HCI | 0.01% | $2,126,538 | NEW |
| 39 | ACHR | 0.01% | $2,112,126 | NEW |
| 40 | AFRM | 0.01% | $2,076,067 | NEW |
| 41 | LOMA | 0.01% | $2,058,926 | NEW |
| 42 | ENVX | 0.01% | $2,002,662 | NEW |
| 43 | BELFB | 0.01% | $1,991,508 | NEW |
| 44 | GGAL | 0.01% | $1,985,064 | NEW |
| 45 | GPGI | 0.01% | $1,912,957 | NEW |
| 46 | MOD | 0.01% | $1,907,551 | NEW |
| 47 | REAX | 0.01% | $1,809,976 | NEW |
| 48 | FTI | 0.01% | $1,776,484 | NEW |
| 49 | AMSC | 0.01% | $1,732,538 | NEW |
| 50 | UBER | 0.01% | $1,728,476 | NEW |
| 51 | TLN | 0.01% | $1,694,026 | NEW |
| 52 | FTAI | 0.01% | $1,686,716 | NEW |
| 53 | ATRO | 0.01% | $1,667,003 | NEW |
| 54 | ADPT | 0.01% | $1,657,294 | NEW |
| 55 | TWLO | 0.01% | $1,655,605 | NEW |
| 56 | BE | 0.01% | $1,634,119 | NEW |
| 57 | UTI | 0.01% | $1,626,957 | NEW |
| 58 | KTOS | 0.00% | $1,603,965 | NEW |
| 59 | PRCH | 0.00% | $1,591,909 | NEW |
| 60 | CORT | 0.00% | $1,583,678 | NEW |
| 61 | BBIO | 0.00% | $1,539,324 | NEW |
| 62 | TMDX | 0.00% | $1,525,704 | NEW |
| 63 | LTH | 0.00% | $1,490,507 | NEW |
| 64 | IRMD | 0.00% | $1,488,113 | NEW |
| 65 | PTON | 0.00% | $1,487,700 | NEW |
| 66 | HURN | 0.00% | $1,453,523 | NEW |
| 67 | IOT | 0.00% | $1,438,644 | NEW |
| 68 | CAAP | 0.00% | $1,385,379 | NEW |
| 69 | LRN | 0.00% | $1,367,690 | NEW |
| 70 | VCTR | 0.00% | $1,361,647 | NEW |
| 71 | SHAK | 0.00% | $1,354,259 | NEW |
| 72 | RDVT | 0.00% | $1,331,942 | NEW |
| 73 | NGVC | 0.00% | $1,321,508 | NEW |
| 74 | CEG | 0.00% | $1,294,268 | NEW |
| 75 | ASPI | 0.00% | $1,289,016 | NEW |
| 76 | EMBJ | 0.00% | $1,268,182 | NEW |
| 77 | BBSI | 0.00% | $1,256,662 | NEW |
| 78 | PCT | 0.00% | $1,250,892 | NEW |
| 79 | OPLN | 0.00% | $1,232,378 | NEW |
| 80 | MIR | 0.00% | $1,232,162 | NEW |
| 81 | SKYW | 0.00% | $1,219,062 | NEW |
| 82 | OPY | 0.00% | $1,182,676 | NEW |
| 83 | VST | 0.00% | $1,157,627 | NEW |
| 84 | ITRI | 0.00% | $1,145,576 | NEW |
| 85 | GRAL | 0.00% | $1,128,052 | NEW |
| 86 | ESQ | 0.00% | $1,106,765 | NEW |
| 87 | FVRR | 0.00% | $1,062,421 | NEW |
| 88 | IE | 0.00% | $1,038,923 | NEW |
| 89 | OSCR | 0.00% | $1,029,120 | NEW |
| 90 | SUPV | 0.00% | $1,028,045 | NEW |
| 91 | CW | 0.00% | $1,023,512 | NEW |
| 92 | SFM | 0.00% | $999,036 | NEW |
| 93 | CAKE | 0.00% | $996,545 | NEW |
| 94 | NRG | 0.00% | $984,677 | NEW |
| 95 | LQDT | 0.00% | $958,415 | NEW |
| 96 | SSYS | 0.00% | $937,466 | NEW |
| 97 | PLPC | 0.00% | $903,246 | NEW |
| 98 | PTGX | 0.00% | $884,265 | NEW |
| 99 | W | 0.00% | $884,006 | NEW |
| 100 | HQY | 0.00% | $863,537 | NEW |
| 101 | OPFI | 0.00% | $850,214 | NEW |
| 102 | ARLO | 0.00% | $834,262 | NEW |
| 103 | STRL | 0.00% | $823,475 | NEW |
| 104 | METC | 0.00% | $817,374 | NEW |
| 105 | MIRM | 0.00% | $789,151 | NEW |
| 106 | SYM | 0.00% | $777,117 | NEW |
| 107 | AXON | 0.00% | $763,361 | NEW |
| 108 | SWIM | 0.00% | $760,604 | NEW |
| 109 | WLFC | 0.00% | $753,450 | NEW |
| 110 | PBI | 0.00% | $744,302 | NEW |
| 111 | PGY | 0.00% | $735,178 | NEW |
| 112 | HNST | 0.00% | $733,204 | NEW |
| 113 | MRX | 0.00% | $731,103 | NEW |
| 114 | KRNT | 0.00% | $718,054 | NEW |
| 115 | TIGO | 0.00% | $702,675 | NEW |
| 116 | EVER | 0.00% | $696,529 | NEW |
| 117 | HIMS | 0.00% | $695,358 | NEW |
| 118 | NTNX | 0.00% | $688,801 | NEW |
| 119 | VIST | 0.00% | $672,304 | NEW |
| 120 | PLNT | 0.00% | $637,070 | NEW |
| 121 | NYAX | 0.00% | $635,111 | NEW |
| 122 | XERS | 0.00% | $621,082 | NEW |
| 123 | ADT | 0.00% | $617,683 | NEW |
| 124 | LASR | 0.00% | $598,764 | NEW |
| 125 | BKD | 0.00% | $584,730 | NEW |
| 126 | ALKT | 0.00% | $570,098 | NEW |
| 127 | ADMA | 0.00% | $553,803 | NEW |
| 128 | NTRA | 0.00% | $544,494 | NEW |
| 129 | TGTX | 0.00% | $531,500 | NEW |
| 130 | GH | 0.00% | $529,923 | NEW |
| 131 | RBBN | 0.00% | $522,054 | NEW |
| 132 | CECO | 0.00% | $518,554 | NEW |
| 133 | MLR | 0.00% | $512,624 | NEW |
| 134 | PHR | 0.00% | $494,151 | NEW |
| 135 | SITM | 0.00% | $492,641 | NEW |
| 136 | CPF | 0.00% | $482,452 | NEW |
| 137 | ASND | 0.00% | $469,299 | NEW |
| 138 | AYI | 0.00% | $459,444 | NEW |
| 139 | RHLD | 0.00% | $456,920 | NEW |
| 140 | ASTE | 0.00% | $456,756 | NEW |
| 141 | YPF | 0.00% | $430,896 | NEW |
| 142 | TEM | 0.00% | $429,467 | NEW |
| 143 | GTES | 0.00% | $428,703 | NEW |
| 144 | WAL | 0.00% | $427,564 | NEW |
| 145 | ALSN | 0.00% | $416,911 | NEW |
| 146 | TDUP | 0.00% | $396,888 | NEW |
| 147 | ATEC | 0.00% | $379,531 | NEW |
| 148 | OCS | 0.00% | $377,952 | NEW |
| 149 | KRUS | 0.00% | $376,944 | NEW |
| 150 | TTAN | 0.00% | $370,950 | NEW |
| 151 | DOCS | 0.00% | $362,826 | NEW |
| 152 | AXSM | 0.00% | $337,388 | NEW |
| 153 | SG | 0.00% | $337,047 | NEW |
| 154 | PLTR | 0.00% | $333,848 | NEW |
| 155 | PNTG | 0.00% | $327,156 | NEW |
| 156 | HEPS | 0.00% | $310,006 | NEW |
| 157 | MRUS | 0.00% | $306,868 | NEW |
| 158 | SION | 0.00% | $294,516 | NEW |
| 159 | INTA | 0.00% | $288,814 | NEW |
| 160 | AEHR | 0.00% | $271,530 | NEW |
| 161 | BFLY | 0.00% | $269,604 | NEW |
| 162 | XMTR | 0.00% | $260,251 | NEW |
| 163 | LUXE | 0.00% | $241,844 | NEW |
| 164 | IVV | 0.00% | $220,420 | NEW |