Polen Capital Management·CIK 1034524
232
Positions
$30.8B
Portfolio Value
8
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| ▲ +3.8% |
| 3 | BSX | 1.77% | $546,560,636 | NEW |
| 4 | SNPS | 1.67% | $515,493,626 | NEW |
| 5 | INTU | 1.47% | $451,899,818 | NEW |
| 6 | UBER | 1.45% | $447,786,864 | ▲ +1.4% |
| 7 | MSFT | 8.44% | $2,600,190,996 | ▲ +0.2% |
| 8 | IDXX | 2.34% | $720,123,065 | ▲ +0.4% |
| 9 | SHOP | 5.34% | $1,643,761,194 | ▲ +0.1% |
| 10 | TSM | 0.16% | $49,450,793 | NEW |
| 11 | GOOG | 3.67% | $1,130,130,861 | ▲ +0.1% |
| 12 | CSGP | 1.75% | $538,357,326 | ▲ +0% |
| 13 | HYG | 0.05% | $16,238,000 | NEW |
| 14 | ACWI | 0.09% | $26,327,707 | ▲ +0.1% |
| 15 | IWF | 0.35% | $106,727,454 | ▲ +0.1% |
| 16 | BE | 0.04% | $11,111,652 | ▲ +0% |
| 17 | RSP | 0.03% | $8,493,628 | NEW |
| 18 | ORCL | 8.48% | $2,612,336,546 | ▲ +0.4% |
| 19 | VIST | 0.02% | $7,257,574 | ▲ +0% |
| 20 | GOOGL | 0.37% | $115,091,124 | ▲ +0% |
| 21 | METC | 0.02% | $6,051,599 | ▲ +0% |
| 22 | AMPX | 0.01% | $3,570,772 | NEW |
| 23 | QQEW | 0.01% | $3,179,067 | NEW |
| 24 | VO | 0.01% | $2,552,601 | NEW |
| 25 | FSLR | 0.01% | $2,473,023 | NEW |
| 26 | HHH | 0.01% | $1,957,536 | NEW |
| 27 | ABCL | 0.00% | $1,354,317 | NEW |
| 28 | YOU | 0.00% | $963,714 | NEW |
| 29 | AX | 0.00% | $777,002 | NEW |
| 30 | REAL | 0.00% | $766,295 | NEW |
| 31 | PG | 0.00% | $745,203 | NEW |
| 32 | KO | 0.00% | $695,697 | NEW |
| 33 | SRRK | 0.00% | $672,554 | NEW |
| 34 | SES | 0.00% | $666,554 | NEW |
| 35 | PEP | 0.00% | $635,912 | NEW |
| 36 | CHEF | 0.00% | $553,727 | NEW |
| 37 | NSSC | 0.00% | $539,753 | NEW |
| 38 | BABA | 0.00% | $509,381 | NEW |
| 39 | MCD | 0.00% | $504,154 | NEW |
| 40 | Z | 0.00% | $503,830 | NEW |
| 41 | MLI | 0.00% | $503,224 | NEW |
| 42 | PSTG | 0.00% | $499,759 | NEW |
| 43 | CAVA | 0.00% | $478,568 | NEW |
| 44 | BIDU | 0.00% | $449,731 | NEW |
| 45 | MVST | 0.00% | $435,628 | NEW |
| 46 | IHRT | 0.00% | $406,705 | NEW |
| 47 | META | 0.00% | $394,995 | NEW |
| 48 | AVAV | 0.00% | $357,400 | NEW |
| 49 | KOD | 0.00% | $353,052 | NEW |
| 50 | VOE | 0.00% | $349,160 | NEW |
| 51 | U | 0.00% | $345,745 | NEW |
| 52 | ALNY | 0.00% | $316,008 | NEW |
| 53 | RBRK | 0.00% | $246,586 | NEW |
| 54 | EOSE | 0.00% | $240,101 | NEW |
| 55 | AWI | 0.00% | $232,664 | NEW |
| 56 | BEAM | 0.00% | $221,658 | NEW |
| 57 | UPWK | 0.00% | $211,401 | NEW |
| 58 | APPF | 0.00% | $207,572 | NEW |
| 59 | GWRE | 0.00% | $207,334 | NEW |
| 60 | CHWY | 0.00% | $207,144 | NEW |
| 61 | NMRK | 0.00% | $206,661 | NEW |
| 62 | SVV | 0.00% | $172,542 | NEW |
| 63 | BBBY | 0.00% | $148,456 | NEW |
| 64 | NXE | 0.00% | $110,157 | NEW |
| 65 | AUR | 0.00% | $98,987 | NEW |
| 66 | BRLT | 0.00% | $92,293 | NEW |