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CIK: 0001034524
Total reported value
$11.6B
$11.6B
232 檔
93.7%
During the Q3 2025 filing period, Polen Capital Management LLC (CIK: 0001034524) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $11.6B across 232 reported positions.
In Q3 2025, Polen Capital Management LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | Stock-Tech | 8.48% | -0.60% | -22.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.44% | -0.55% | -7.48% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.02% | +0.16% | -19.22% | |
| 4 | SHOP | Shopify Inc - Class A | Stock-Tech | 5.34% | -0.68% | -24.71% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 5.06% | -0.28% | -8.38% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.81% | +0.23% | -22.65% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.80% | +0.60% | — | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.02% | +1.07% | -6.61% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.81% | +1.91% | +36850.09% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.67% | +0.74% | -29.29% | |
| 11 | ZTS | Zoetis Inc | Stock-Healthcare | 3.57% | -3.25% | -10.74% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 3.36% | -0.67% | -4.49% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 3.23% | -0.01% | -30.45% | |
| 14 | MSCI | Msci Inc | Stock-Financials | 2.92% | -0.23% | -9.04% | |
| 15 | AON | Aon plc | Stock-Financials | 2.88% | -2.55% | -9.30% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.44% | — | -8.14% | |
| 17 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.34% | -0.29% | -5.71% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.13% | -0.01% | -44.67% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.97% | -1.70% | -16.47% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.86% | -0.02% | -41.26% | |
| 21 | PAYC | Paycom Software Inc | Stock-Tech | 1.78% | -0.03% | EXIT | |
| 22 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.77% | -0.25% | — | |
| 23 | CSGP | Costar Group Inc | Stock-Real Estate | 1.75% | -1.37% | -7.84% | |
| 24 | SNPS | Synopsys Inc | Stock-Tech | 1.67% | -1.68% | — | |
| 25 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.57% | +0.04% | -45.96% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.47% | -0.06% | EXIT | |
| 27 | WDAY | Workday Inc-class A | Stock-Tech | 1.46% | — | -47.86% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.45% | -1.10% | +24571.56% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.38% | -0.03% | -20.38% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.03% | -23.64% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | -0.54% | +0.99% | |
| 32 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.30% | -0.04% | -29.09% | |
| 33 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.25% | — | -17.94% | |
| 34 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.25% | -0.01% | -30.02% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.18% | — | -94.77% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | +1.65% | — | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.09% | -0.13% | +115.06% | |
| 38 | NU | Nu Holdings Ltd. | Stock-Financials | 0.08% | -0.03% | -38.03% | |
| 39 | MNDY | monday.com Ltd. | Stock-Tech | 0.08% | — | +28.94% | |
| 40 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.07% | — | EXIT | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.06% | +0.11% | -55.54% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.05% | — | — | |
| 43 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.04% | — | -43.40% | |
| 44 | SE | Sea Ltd-adr | Stock-Comm Services | 0.04% | — | -16.32% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.04% | -0.04% | EXIT | |
| 46 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.04% | +0.05% | +92.33% | |
| 47 | ✓ | On Holding AG | Stock-Other | 0.04% | — | -47.25% | |
| 48 | AGX | Argan Inc | Stock-Industrials | 0.03% | — | -16.26% | |
| 49 | DLO | DLocal Limited | Stock-Other | 0.03% | +0.01% | +15.43% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.9% | -22.49% | Trim |
| 2 | MSFT | Microsoft CORP | +1.4% | -7.48% | Trim |
| 3 | NOW | Servicenow Inc | +1% | -4.49% | Add |
| 4 | SBUX | Starbucks CORP | +0.9% | -8.14% | Add |
| 5 | SHOP | Shopify Inc - Class A | +0.8% | -24.71% | Trim |
| 6 | CSGP | Costar Group Inc | +0.1% | -7.84% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -23.64% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | 0% | -29.29% | Trim |
| 9 | MELI | Mercadolibre Inc | 0% | -20.38% | Trim |
| 10 | SPOT | Spotify Technology S.A. | 0% | -62.39% | Trim |
| 11 | ACWI | Ishares Msci Acwi ETF | -0.1% | +115.06% | Trim |
| 12 | ASML | ASML Holding N.V. | -0.1% | -55.54% | Trim |
| 13 | TME | Tencent Music Entertainm-adr | -0.1% | -43.40% | Trim |
| 14 | HDB | Hdfc Bank Ltd-adr | -0.1% | +3.97% | Trim |
| 15 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.99% | Trim |
| 16 | ICLR | ICON Public Limited Company | -0.1% | -17.94% | Trim |
| 17 | WTW | Willis Towers Watson Public Limited Company | -0.1% | -30.02% | Trim |
| 18 | MDT | Medtronic plc | -0.1% | -46.80% | Trim |
| 19 | SAP | Sap Se-sponsored Adr | -0.2% | -29.09% | Trim |
| 20 | ADP | Automatic Data Processing | -0.2% | -97.40% | Trim |
| 21 | GLOB | Globant S.A. | -0.3% | -50.51% | Trim |
| 22 | PAYC | Paycom Software Inc | -0.4% | -8.98% | Trim |
| 23 | MSCI | Msci Inc | -0.4% | -9.04% | Trim |
| 24 | MA | Mastercard Inc - A | -0.5% | -8.38% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.5% | -6.61% | Trim |
| 26 | NFLX | Netflix Inc | -0.7% | -41.26% | Trim |
| 27 | AON | Aon plc | -0.9% | -9.30% | Trim |
| 28 | ZTS | Zoetis Inc | -1% | -10.74% | Trim |
| 29 | IT | Gartner Inc | -1.1% | -98.81% | Trim |
| 30 | ACN | Accenture plc | -1.2% | -16.47% | Trim |
| 31 | ADBE | Adobe Inc | -1.3% | -44.67% | Trim |
| 32 | ABNB | Airbnb Inc-class A | -1.3% | -45.96% | Trim |
| 33 | WDAY | Workday Inc-class A | -1.4% | -47.86% | Trim |
| 34 | ABT | Abbott Laboratories | -1.5% | -30.45% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -1.7% | -75.98% | Trim |
| 36 | V | Visa Inc-class A Shares | -1.8% | -22.65% | Trim |
| 37 | AAPL | Apple Inc | -1.9% | +80.10% | Trim |
| 38 | AMZN | Amazon.com Inc | -2.6% | -19.22% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | -3.5% | -94.77% | Trim |
| 40 | AVGO | Broadcom Inc | — | NEW | New buy |
| 41 | NVDA | Nvidia CORP | — | NEW | New buy |
| 42 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 43 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 44 | SNPS | Synopsys Inc | — | NEW | New buy |
| 45 | INTU | Intuit Inc | — | NEW | New buy |
| 46 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 47 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 50 | SE | Sea Ltd-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Polen Capital Management LLC reported a total U.S. public equity portfolio value of $11.6B across 232 disclosed positions in Q3 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 ORCL, MSFT, AMZN) accounted for 93.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $1.5B
Top Position Liquidated / Trimmed
NVO
前期市值: $69.6M
During Q3 2025, Polen Capital Management LLC's top holdings by market value included ORCL (8.5%)、MSFT (8.4%)、AMZN (8.0%). The largest single position, ORCL, represented 8.5% of total portfolio value.
In Q3 2025, Polen Capital Management LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 2 positions, trimming 37 holdings, and fully liquidating 1 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.
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Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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