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CIK: 0001034524
Total reported value
$11.6B
$11.6B
231 檔
67.9%
According to the latest 13F quarterly dataset, Polen Capital Management LLC managed an equity portfolio of $11.6B at the end of Q4 2025, spanning 231 distinct U.S. exchange-listed positions.
In Q4 2025, Polen Capital Management LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.53% | +0.16% | -23.05% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.07% | -0.55% | -22.11% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 5.98% | -0.60% | -22.64% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.72% | +1.07% | -23.22% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.38% | +0.74% | -13.41% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 5.22% | +0.60% | -21.27% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 5.20% | -0.28% | -22.23% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.05% | +0.23% | -22.23% | |
| 9 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.95% | -0.68% | -34.89% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 4.24% | +1.91% | -15.39% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 3.72% | -0.67% | +405.37% | |
| 12 | MSCI | Msci Inc | Stock-Financials | 3.26% | -0.23% | -15.96% | |
| 13 | ZTS | Zoetis Inc | Stock-Healthcare | 2.99% | -3.25% | -26.00% | |
| 14 | AON | Aon plc | Stock-Financials | 2.78% | -2.55% | -25.86% | |
| 15 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.77% | -0.29% | -14.78% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.44% | — | -23.60% | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.16% | -1.70% | -23.52% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 2.12% | -0.01% | -46.60% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.04% | -0.41% | — | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 2.01% | -0.01% | -27.55% | |
| 21 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.76% | +0.04% | -23.75% | |
| 22 | SNPS | Synopsys Inc | Stock-Tech | 1.69% | -1.68% | -19.13% | |
| 23 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.64% | -0.25% | -28.20% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.57% | -0.54% | +240.61% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.45% | -0.06% | EXIT | |
| 26 | CSGP | Costar Group Inc | Stock-Real Estate | 1.40% | -1.37% | -23.35% | |
| 27 | PAYC | Paycom Software Inc | Stock-Tech | 1.25% | -0.03% | EXIT | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.24% | -1.10% | -21.98% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.41% | -0.03% | -3.22% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.37% | -0.13% | +220.37% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | +1.65% | +13.29% | |
| 32 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.24% | -0.04% | -32.36% | |
| 33 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.18% | -0.04% | +547.02% | |
| 34 | NU | Nu Holdings Ltd. | Stock-Financials | 0.08% | -0.03% | -24.87% | |
| 35 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.08% | — | -76.28% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.07% | -0.02% | -63.71% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | — | +184.94% | |
| 38 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.06% | — | EXIT | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.05% | +0.11% | -43.45% | |
| 40 | MNDY | monday.com Ltd. | Stock-Tech | 0.05% | — | -36.94% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | +0.03% | -93.48% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | — | — | |
| 43 | ✓ | On Holding AG | Stock-Other | 0.04% | — | -24.73% | |
| 44 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.04% | -0.01% | -87.52% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.04% | +0.01% | +105.74% | |
| 46 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.04% | +0.05% | -26.15% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.03% | -0.04% | EXIT | |
| 48 | AGX | Argan Inc | Stock-Industrials | 0.03% | — | -33.70% | |
| 49 | WGS | Genedx Holdings CORP | Stock-Other | 0.03% | -0.03% | EXIT | |
| 50 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.03% | +0.01% | +21.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.7% | -13.41% | Trim |
| 2 | LLY | Eli Lilly & Co | +1.7% | -23.22% | Trim |
| 3 | IWF | Ishares Russell 1000 Growth | +1.2% | +240.61% | Add |
| 4 | AMZN | Amazon.com Inc | +0.5% | -23.05% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -15.39% | Trim |
| 6 | IDXX | Idexx Laboratories Inc | +0.4% | -14.78% | Trim |
| 7 | AVGO | Broadcom Inc | +0.4% | -21.27% | Trim |
| 8 | NOW | Servicenow Inc | +0.4% | +405.37% | Add |
| 9 | MSCI | Msci Inc | +0.3% | -15.96% | Trim |
| 10 | ACWI | Ishares Msci Acwi ETF | +0.3% | +220.37% | Add |
| 11 | V | Visa Inc-class A Shares | +0.2% | -22.23% | Trim |
| 12 | ACN | Accenture plc | +0.2% | -23.52% | Trim |
| 13 | ABNB | Airbnb Inc-class A | +0.2% | -23.75% | Trim |
| 14 | SPOT | Spotify Technology S.A. | +0.2% | +547.02% | Add |
| 15 | MA | Mastercard Inc - A | +0.1% | -22.23% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +13.29% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +184.94% | Add |
| 18 | MELI | Mercadolibre Inc | 0% | -3.22% | Trim |
| 19 | SNPS | Synopsys Inc | 0% | -19.13% | Trim |
| 20 | SBUX | Starbucks CORP | — | -23.60% | Trim |
| 21 | NU | Nu Holdings Ltd. | — | -24.87% | Trim |
| 22 | ASML | ASML Holding N.V. | 0% | -43.45% | Trim |
| 23 | HDB | Hdfc Bank Ltd-adr | 0% | -38.15% | Trim |
| 24 | TME | Tencent Music Entertainm-adr | 0% | -26.53% | Trim |
| 25 | INTU | Intuit Inc | 0% | -22.53% | Trim |
| 26 | SE | Sea Ltd-adr | 0% | -39.19% | Trim |
| 27 | MNDY | monday.com Ltd. | 0% | -36.94% | Trim |
| 28 | SAP | Sap Se-sponsored Adr | -0.1% | -32.36% | Trim |
| 29 | AON | Aon plc | -0.1% | -25.86% | Trim |
| 30 | ADBE | Adobe Inc | -0.1% | -27.55% | Trim |
| 31 | BSX | Boston Scientific CORP | -0.1% | -28.20% | Trim |
| 32 | ICLR | ICON Public Limited Company | -0.2% | -76.28% | Trim |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.2% | -97.99% | Trim |
| 34 | UBER | Uber Technologies Inc | -0.2% | -21.98% | Trim |
| 35 | WTW | Willis Towers Watson Public Limited Company | -0.2% | -87.52% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | -0.3% | -93.48% | Trim |
| 37 | CSGP | Costar Group Inc | -0.4% | -23.35% | Trim |
| 38 | MSFT | Microsoft CORP | -0.4% | -22.11% | Trim |
| 39 | SHOP | Shopify Inc - Class A | -0.4% | -34.89% | Trim |
| 40 | PAYC | Paycom Software Inc | -0.5% | -30.40% | Trim |
| 41 | ZTS | Zoetis Inc | -0.6% | -26.00% | Trim |
| 42 | ABT | Abbott Laboratories | -1.1% | -46.60% | Trim |
| 43 | WDAY | Workday Inc-class A | -1.5% | -99.42% | Trim |
| 44 | NFLX | Netflix Inc | -1.8% | -63.71% | Trim |
| 45 | ORCL | Oracle CORP | -2.5% | -22.64% | Trim |
| 46 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | Sold out |
| 48 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 50 | VIST | Vista Energy Sab De Cv | — | EXIT | Sold out |
According to official SEC Form 13F filings, Polen Capital Management LLC reported a total U.S. public equity portfolio value of $11.6B across 231 disclosed positions in Q4 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 67.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ISRG
市值: $477.2M
Top Position Liquidated / Trimmed
HYG
前期市值: $16.2M
During Q4 2025, Polen Capital Management LLC's top holdings by market value included AMZN (8.5%)、MSFT (8.1%)、ORCL (6.0%). The largest single position, AMZN, represented 8.5% of total portfolio value.
In Q4 2025, Polen Capital Management LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 39 holdings, and fully liquidating 3 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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