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 | AMZN | 8.02% | $2,469,400,230 | ▼ -1.3% |
| 4 | NFLX | 1.86% | $574,138,871 | ▼ -1.5% |
| 5 | V | 4.81% | $1,481,665,609 | ▼ -1.3% |
| 6 | ABNB | 1.57% | $482,592,464 | ▼ -1.4% |
| 7 | ABT | 3.23% | $993,915,673 | ▼ -1.2% |
| 8 | WDAY | 1.46% | $448,304,542 | ▼ -1.2% |
| 9 | IT | 0.01% | $2,440,567 | ▼ -1% |
| 10 | ACN | 1.97% | $607,069,774 | ▼ -0.7% |
| 11 | ZTS | 3.57% | $1,099,874,442 | ▼ -0.5% |
| 12 | NOW | 3.36% | $1,034,464,284 | ▼ -0.4% |
| 13 | SBUX | 2.44% | $751,344,526 | ▼ -0.3% |
| 14 | MA | 5.06% | $1,559,246,649 | ▼ -0.1% |
| 15 | PAYC | 1.78% | $548,745,065 | ▼ -0.3% |
| 16 | LLY | 4.02% | $1,238,323,946 | ▼ -0.1% |
| 17 | MSCI | 2.92% | $898,742,807 | ▼ -0.2% |
| 18 | AON | 2.88% | $887,943,817 | ▼ -0.1% |
| 19 | SAP | 0.30% | $92,174,642 | ▼ -0.2% |
| 20 | MELI | 0.38% | $115,713,979 | ▼ -0.1% |
| 21 | ADP | 0.00% | $722,317 | ▼ -0.1% |
| 22 | HDB | 0.07% | $20,269,165 | ▼ -0.1% |
| 23 | WTW | 0.25% | $75,924,342 | ▼ -0% |
| 24 | GLOB | 0.03% | $7,752,498 | ▼ -0.1% |
| 25 | ASML | 0.06% | $19,165,330 | ▼ -0.1% |
| 26 | SPOT | 0.03% | $7,730,097 | ▼ -0% |
| 27 | ONON | 0.04% | $10,942,155 | ▼ -0% |
| 28 | NVO | 0.04% | $12,331,747 | SOLD |
| 29 | IBN | 0.02% | $6,779,583 | ▼ -0% |
| 30 | NU | 0.08% | $24,674,004 | ▼ -0% |
| 31 | MDT | 0.04% | $11,900,775 | ▼ -0% |
| 32 | TME | 0.04% | $13,103,846 | ▼ -0% |
| 33 | LOMA | 0.01% | $2,058,926 | SOLD |
| 34 | CNM | 0.01% | $2,052,685 | SOLD |
| 35 | ENVX | 0.01% | $2,002,662 | SOLD |
| 36 | GGAL | 0.01% | $1,985,064 | SOLD |
| 37 | EXLS | 0.01% | $1,847,982 | SOLD |
| 38 | GSHD | 0.01% | $1,727,093 | SOLD |
| 39 | PCTY | 0.01% | $1,671,115 | SOLD |
| 40 | IOT | 0.00% | $1,438,644 | SOLD |
| 41 | HLNE | 0.00% | $1,429,869 | SOLD |
| 42 | PGNY | 0.00% | $1,422,300 | SOLD |
| 43 | NSIT | 0.00% | $1,366,627 | SOLD |
| 44 | SHAK | 0.00% | $1,354,259 | SOLD |
| 45 | RMBS | 0.00% | $1,289,043 | SOLD |
| 46 | BDC | 0.00% | $1,236,976 | SOLD |
| 47 | FN | 0.00% | $1,207,599 | SOLD |
| 48 | ITRI | 0.00% | $1,145,576 | SOLD |
| 49 | FVRR | 0.00% | $1,062,421 | SOLD |
| 50 | SUPV | 0.00% | $1,028,045 | SOLD |
| 51 | OLLI | 0.00% | $1,021,163 | SOLD |
| 52 | BROS | 0.00% | $1,002,509 | SOLD |
| 53 | SFM | 0.00% | $999,036 | SOLD |
| 54 | WSC | 0.00% | $936,587 | SOLD |
| 55 | HQY | 0.00% | $863,537 | SOLD |
| 56 | IBP | 0.00% | $781,687 | SOLD |
| 57 | RVLV | 0.00% | $763,725 | SOLD |
| 58 | HNST | 0.00% | $733,204 | SOLD |
| 59 | MRX | 0.00% | $731,103 | SOLD |
| 60 | KRNT | 0.00% | $718,054 | SOLD |
| 61 | PLNT | 0.00% | $637,070 | SOLD |
| 62 | ALKT | 0.00% | $570,098 | SOLD |
| 63 | LVS | 0.00% | $568,502 | SOLD |
| 64 | ADMA | 0.00% | $553,803 | SOLD |
| 65 | TGTX | 0.00% | $531,500 | SOLD |
| 66 | MLR | 0.00% | $512,624 | SOLD |
| 67 | PHR | 0.00% | $494,151 | SOLD |
| 68 | SITM | 0.00% | $492,641 | SOLD |
| 69 | HLI | 0.00% | $459,772 | SOLD |
| 70 | YPF | 0.00% | $430,896 | SOLD |
| 71 | ALSN | 0.00% | $416,911 | SOLD |
| 72 | FSV | 0.00% | $392,371 | SOLD |
| 73 | CCC | 0.00% | $390,496 | SOLD |
| 74 | OCS | 0.00% | $377,952 | SOLD |
| 75 | KRUS | 0.00% | $376,944 | SOLD |
| 76 | AIT | 0.00% | $363,784 | SOLD |
| 77 | GNRC | 0.00% | $362,321 | SOLD |
| 78 | AXSM | 0.00% | $337,388 | SOLD |
| 79 | PLTR | 0.00% | $333,848 | SOLD |
| 80 | PNTG | 0.00% | $327,156 | SOLD |
| 81 | TREX | 0.00% | $324,159 | SOLD |
| 82 | HEPS | 0.00% | $310,006 | SOLD |
| 83 | INTA | 0.00% | $288,814 | SOLD |
| 84 | BL | 0.00% | $269,681 | SOLD |
| 85 | BFLY | 0.00% | $269,604 | SOLD |
| 86 | CWAN | 0.00% | $258,445 | SOLD |
| 87 | RGEN | 0.00% | $238,436 | SOLD |
| 88 | AAON | 0.00% | $236,221 | SOLD |
| 89 | IVV | 0.00% | $220,420 | SOLD |
| 90 | SITE | 0.00% | $220,232 | SOLD |
| 91 | QLYS | 0.00% | $207,447 | SOLD |