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CIK: 0001034524
Total reported value
$11.6B
$11.6B
240 檔
103.9%
According to the latest 13F quarterly dataset, Polen Capital Management LLC managed an equity portfolio of $11.6B at the end of Q2 2025, spanning 240 distinct U.S. exchange-listed positions.
In Q2 2025, Polen Capital Management LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.37% | +0.16% | -21.56% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.28% | -0.55% | -8.67% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 8.04% | -0.60% | -4.96% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 6.11% | +0.23% | -6.85% | |
| 5 | SHOP | Shopify Inc - Class A | Stock-Tech | 5.20% | -0.68% | -3.80% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 5.16% | -0.28% | -6.82% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 4.45% | -0.01% | -6.29% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.16% | +1.07% | -0.95% | |
| 9 | ZTS | Zoetis Inc | Stock-Healthcare | 4.03% | -3.25% | -4.27% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 3.99% | -0.01% | +19.09% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 3.71% | -0.67% | +23.92% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.57% | +0.74% | -11.73% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 3.35% | -0.02% | -8.20% | |
| 14 | MSCI | Msci Inc | Stock-Financials | 3.08% | -0.23% | -6.78% | |
| 15 | AON | Aon plc | Stock-Financials | 3.01% | -2.55% | -8.71% | |
| 16 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.99% | +0.04% | -4.82% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.73% | — | -5.69% | |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.72% | — | +88.35% | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.70% | -1.70% | -8.14% | |
| 20 | WDAY | Workday Inc-class A | Stock-Tech | 2.63% | — | -9.45% | |
| 21 | PAYC | Paycom Software Inc | Stock-Tech | 2.06% | -0.03% | EXIT | |
| 22 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.97% | -0.29% | — | |
| 23 | CSGP | Costar Group Inc | Stock-Real Estate | 1.71% | -1.37% | +4.88% | |
| 24 | IT | Gartner Inc | Stock-Tech | 0.97% | — | EXIT | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.50% | -0.03% | -9.26% | |
| 26 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.45% | -0.04% | -10.36% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.03% | +1.49% | |
| 28 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.30% | -0.01% | -14.31% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | -0.54% | -41.48% | |
| 30 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.24% | — | -14.90% | |
| 31 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.13% | — | EXIT | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.11% | +0.11% | -15.48% | |
| 33 | NU | Nu Holdings Ltd. | Stock-Financials | 0.10% | -0.03% | -16.26% | |
| 34 | MNDY | monday.com Ltd. | Stock-Tech | 0.09% | — | +36.93% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.09% | — | -43.23% | |
| 36 | ✓ | On Holding AG | Stock-Other | 0.08% | — | +105.01% | |
| 37 | GLOB | Globant S.A. | Stock-Tech | 0.08% | — | -64.75% | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.07% | -0.04% | -24.01% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.06% | -0.04% | EXIT | |
| 40 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.06% | — | -49.87% | |
| 41 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.05% | -0.01% | — | |
| 42 | SE | Sea Ltd-adr | Stock-Comm Services | 0.04% | — | — | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.04% | — | -82.17% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.03% | -0.13% | -76.99% | |
| 45 | MMYT | MakeMyTrip Limited | Stock-Other | 0.03% | — | — | |
| 46 | AGX | Argan Inc | Stock-Industrials | 0.03% | — | — | |
| 47 | WGS | Genedx Holdings CORP | Stock-Other | 0.02% | -0.03% | EXIT | |
| 48 | DLO | DLocal Limited | Stock-Other | 0.02% | +0.01% | -3.45% | |
| 49 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.02% | — | -2.85% | |
| 50 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.02% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.5% | -4.96% | Trim |
| 2 | IDXX | Idexx Laboratories Inc | +2% | NEW | New buy |
| 3 | NOW | Servicenow Inc | +1.3% | +23.92% | Add |
| 4 | MSFT | Microsoft CORP | +1.3% | -8.67% | Trim |
| 5 | SBUX | Starbucks CORP | +1.1% | +88.35% | Add |
| 6 | NFLX | Netflix Inc | +0.8% | -8.20% | Trim |
| 7 | SHOP | Shopify Inc - Class A | +0.6% | -3.80% | Trim |
| 8 | ADBE | Adobe Inc | +0.6% | +19.09% | Add |
| 9 | ABNB | Airbnb Inc-class A | +0.1% | -4.82% | Trim |
| 10 | MELI | Mercadolibre Inc | +0.1% | -9.26% | Trim |
| 11 | CSGP | Costar Group Inc | +0.1% | +4.88% | Add |
| 12 | IBN | Icici Bank Ltd-spon Adr | +0.1% | NEW | New buy |
| 13 | ✓ | On Holding AG | +0.1% | +105.01% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +1.49% | Add |
| 15 | SE | Sea Ltd-adr | 0% | NEW | New buy |
| 16 | MNDY | monday.com Ltd. | 0% | +36.93% | Add |
| 17 | MMYT | MakeMyTrip Limited | 0% | NEW | New buy |
| 18 | AGX | Argan Inc | 0% | NEW | New buy |
| 19 | WGS | Genedx Holdings CORP | 0% | NEW | New buy |
| 20 | BWXT | Bwx Technologies Inc | 0% | NEW | New buy |
| 21 | POWL | Powell Industries Inc | 0% | NEW | New buy |
| 22 | VSEC | Vse CORP | 0% | NEW | New buy |
| 23 | GSHD | Goosehead Insurance Inc -a | 0% | -73.30% | Trim |
| 24 | HLNE | Hamilton Lane Inc-class A | 0% | -80.77% | Trim |
| 25 | MEDP | Medpace Holdings Inc | 0% | -81.17% | Trim |
| 26 | EXLS | Exlservice Holdings Inc | 0% | -83.77% | Trim |
| 27 | TME | Tencent Music Entertainm-adr | 0% | -49.87% | Trim |
| 28 | ADP | Automatic Data Processing | -0.1% | -43.23% | Trim |
| 29 | PAYC | Paycom Software Inc | -0.1% | -6.50% | Trim |
| 30 | WTW | Willis Towers Watson Public Limited Company | -0.1% | -14.31% | Trim |
| 31 | ACWI | Ishares Msci Acwi ETF | -0.1% | -76.99% | Trim |
| 32 | ICLR | ICON Public Limited Company | -0.1% | -14.90% | Trim |
| 33 | MDT | Medtronic plc | -0.1% | -62.69% | Trim |
| 34 | IT | Gartner Inc | -0.1% | -6.74% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | -0.2% | -41.48% | Trim |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -82.17% | Trim |
| 37 | GLOB | Globant S.A. | -0.2% | -64.75% | Trim |
| 38 | MSCI | Msci Inc | -0.2% | -6.78% | Trim |
| 39 | WDAY | Workday Inc-class A | -0.3% | -9.45% | Trim |
| 40 | ABT | Abbott Laboratories | -0.3% | -6.29% | Trim |
| 41 | MA | Mastercard Inc - A | -0.4% | -6.82% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.4% | -0.95% | Trim |
| 43 | ACN | Accenture plc | -0.4% | -8.14% | Trim |
| 44 | ZTS | Zoetis Inc | -0.5% | -4.27% | Trim |
| 45 | V | Visa Inc-class A Shares | -0.5% | -6.85% | Trim |
| 46 | AON | Aon plc | -0.8% | -8.71% | Trim |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.9% | -5.69% | Trim |
| 48 | AMZN | Amazon.com Inc | -1.2% | -21.56% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1.7% | -99.41% | Trim |
| 50 | AAPL | Apple Inc | -1.9% | -99.68% | Trim |
According to official SEC Form 13F filings, Polen Capital Management LLC reported a total U.S. public equity portfolio value of $11.6B across 240 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, ORCL) accounted for 103.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
IDXX
市值: $641.2M
Top Position Liquidated / Trimmed
AMZN
前期市值: $3.4B
During Q2 2025, Polen Capital Management LLC's top holdings by market value included AMZN (9.4%)、MSFT (8.3%)、ORCL (8.0%). The largest single position, AMZN, represented 9.4% of total portfolio value.
In Q2 2025, Polen Capital Management LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 7 positions, trimming 34 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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