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 | AMZN | 9.37% | $3,054,312,473 | ▼ -1.2% |
| 4 | TMO | 2.73% | $888,098,672 | ▼ -0.9% |
| 5 | AON | 3.01% | $979,529,926 | ▼ -0.8% |
| 6 | ZTS | 4.03% | $1,313,259,043 | ▼ -0.5% |
| 7 | ACN | 2.70% | $880,876,004 | ▼ -0.4% |
| 8 | V | 6.11% | $1,992,220,328 | ▼ -0.5% |
| 9 | LLY | 4.16% | $1,354,753,358 | ▼ -0.4% |
| 10 | MA | 5.16% | $1,681,351,455 | ▼ -0.4% |
| 11 | GLOB | 0.08% | $24,797,565 | ▼ -0.2% |
| 12 | WDAY | 2.63% | $857,263,257 | ▼ -0.3% |
| 13 | ABT | 4.45% | $1,451,158,449 | ▼ -0.3% |
| 14 | NVO | 0.04% | $12,331,747 | ▼ -0.2% |
| 15 | MSCI | 3.08% | $1,004,328,671 | ▼ -0.2% |
| 16 | IWF | 0.29% | $95,788,998 | ▼ -0.2% |
| 17 | MDT | 0.06% | $20,475,022 | ▼ -0.1% |
| 18 | IT | 0.97% | $314,974,565 | ▼ -0.1% |
| 19 | ACWI | 0.03% | $11,388,570 | ▼ -0.1% |
| 20 | ICLR | 0.24% | $78,602,580 | ▼ -0.1% |
| 21 | WTW | 0.30% | $96,263,915 | ▼ -0.1% |
| 22 | ADP | 0.09% | $29,154,595 | ▼ -0.1% |
| 23 | EXLS | 0.01% | $1,847,982 | ▼ -0% |
| 24 | TME | 0.06% | $19,331,800 | ▼ -0% |
| 25 | PAYC | 2.06% | $670,247,486 | ▼ -0.1% |
| 26 | HLNE | 0.00% | $1,429,869 | ▼ -0% |
| 27 | MEDP | 0.00% | $1,446,267 | ▼ -0% |
| 28 | NSIT | 0.00% | $1,366,627 | ▼ -0% |
| 29 | LVS | 0.00% | $568,502 | ▼ -0% |
| 30 | HLI | 0.00% | $459,772 | ▼ -0% |
| 31 | CCC | 0.00% | $390,496 | ▼ -0% |
| 32 | FSV | 0.00% | $392,371 | ▼ -0% |
| 33 | YUMC | 0.01% | $4,479,503 | SOLD |
| 34 | PGNY | 0.00% | $1,422,300 | ▼ -0% |
| 35 | AIT | 0.00% | $363,784 | ▼ -0% |
| 36 | RMBS | 0.00% | $1,289,043 | ▼ -0% |
| 37 | EPAM | 0.01% | $2,787,886 | SOLD |
| 38 | TECH | 0.01% | $2,715,415 | SOLD |
| 39 | GOOG | 3.57% | $1,164,080,117 | ▼ -0.1% |
| 40 | KNSL | 0.01% | $2,074,358 | SOLD |
| 41 | IWM | 0.01% | $2,067,095 | SOLD |
| 42 | POOL | 0.01% | $1,788,172 | SOLD |
| 43 | BLD | 0.00% | $1,503,708 | SOLD |
| 44 | DT | 0.00% | $1,259,754 | SOLD |
| 45 | SKIL | 0.00% | $1,099,989 | SOLD |
| 46 | MORN | 0.00% | $1,059,741 | SOLD |
| 47 | ENTG | 0.00% | $1,009,432 | SOLD |
| 48 | LGIH | 0.00% | $965,349 | SOLD |
| 49 | CIGI | 0.00% | $962,273 | SOLD |
| 50 | AMN | 0.00% | $943,278 | SOLD |
| 51 | MKTX | 0.00% | $875,352 | SOLD |
| 52 | SAIA | 0.00% | $860,996 | SOLD |
| 53 | BWMN | 0.00% | $773,152 | SOLD |
| 54 | BSY | 0.00% | $765,714 | SOLD |
| 55 | FND | 0.00% | $718,114 | SOLD |
| 56 | BIL | 0.00% | $480,849 | SOLD |
| 57 | PSTG | 0.00% | $424,859 | SOLD |
| 58 | TTEK | 0.00% | $411,284 | SOLD |
| 59 | IWO | 0.00% | $390,530 | SOLD |
| 60 | MANH | 0.00% | $385,187 | SOLD |
| 61 | FIX | 0.00% | $375,837 | SOLD |
| 62 | WING | 0.00% | $332,956 | SOLD |
| 63 | IOO | 0.00% | $305,553 | SOLD |
| 64 | CLBT | 0.00% | $288,516 | SOLD |