Polen Capital Portfolio Holdings

Polen Capital Management LLC

  • $30.8 Billion
  • Q3 2025

Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $30.8 Billion distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Oracle Corp with a value of $2.61B, Microsoft Corp with a value of $2.6B, Amazon Com Inc with a value of $2.47B, Shopify Inc. with a value of $1.64B, and Mastercard Inc with a value of $1.56B.

Examining the 13F form we can see an decrease of $1.79B in the current position value, from $32.6B to 30.8B.

Polen Capital Management LLC is based out at Boca Raton, FL

Below you can find more details about Polen Capital portfolio as well as his latest detailed transactions.

Portfolio value $30.8 Billion
Technology: $14.5 Billion
Financial Services: $4.97 Billion
Healthcare: $4.77 Billion
Consumer Cyclical: $3.89 Billion
Communication Services: $1.84 Billion
Real Estate: $540 Million
ETFs: $179 Million
Industrials: $93.4 Million
Other: $25.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$593B
$2.61 Billion 8.49% of portfolio
9,288,638
Q3 2025 Reduced 22.49%
$3.78T
$2.6 Billion 8.45% of portfolio
5,020,158
Q3 2025 Reduced 7.48%
$2.39T
$2.47 Billion 8.03% of portfolio
11,246,528
Q3 2025 Reduced 19.22%
$174B
$1.64 Billion 5.34% of portfolio
11,060,906
Q3 2025 Reduced 24.71%
$512B
$1.56 Billion 5.07% of portfolio
2,741,243
Q3 2025 Reduced 8.38%
$533B
$1.48 Billion 4.82% of portfolio
4,340,224
Q3 2025 Reduced 22.65%
$139B
$1.48 Billion 4.81% of portfolio
4,485,854
Q3 2025 New
$971B
$1.24 Billion 4.03% of portfolio
1,622,967
Q3 2025 Reduced 6.61%
$465B
$1.17 Billion 3.82% of portfolio
6,297,034
Q3 2025 Added 36,850.09%
$1.74T
$1.13 Billion 3.67% of portfolio
4,640,242
Q3 2025 Reduced 29.29%
$55.6B
$1.1 Billion 3.58% of portfolio
7,516,911
Q3 2025 Reduced 10.74%
$169B
$1.03 Billion 3.36% of portfolio
1,124,076
Q3 2025 Reduced 4.49%
$228B
$994 Million 3.23% of portfolio
7,420,604
Q3 2025 Reduced 30.45%
$45.2B
$899 Million 2.92% of portfolio
1,583,939
Q3 2025 Reduced 9.04%
$72.4B
$888 Million 2.89% of portfolio
2,490,167
Q3 2025 Reduced 9.3%
$97.3B
$751 Million 2.44% of portfolio
8,881,141
Q3 2025 Reduced 8.14%
$151B
$655 Million 2.13% of portfolio
1,857,198
Q3 2025 Reduced 44.67%
$152B
$607 Million 1.97% of portfolio
2,461,759
Q3 2025 Reduced 16.47%
$49.1B
$574 Million 1.87% of portfolio
478,880
Q3 2025 Reduced 41.26%
$9.97B
$549 Million 1.78% of portfolio
2,636,423
Q3 2025 Reduced 8.98%
$147B
$547 Million 1.78% of portfolio
5,598,286
Q3 2025 New
$27.7B
$538 Million 1.75% of portfolio
6,380,909
Q3 2025 Reduced 7.84%
$59.7B
$515 Million 1.68% of portfolio
1,044,800
Q3 2025 New
$46.9B
$483 Million 1.57% of portfolio
3,974,571
Q3 2025 Reduced 45.96%
$182B
$452 Million 1.47% of portfolio
661,727
Q3 2025 New
$46.4B
$448 Million 1.46% of portfolio
1,862,271
Q3 2025 Reduced 47.86%
$181B
$448 Million 1.46% of portfolio
4,570,653
Q3 2025 Added 24,571.56%
$103B
$116 Million 0.38% of portfolio
49,515
Q3 2025 Reduced 20.38%
$1.65T
$115 Million 0.37% of portfolio
473,431
Q3 2025 Reduced 23.64%
$0
$107 Million 0.35% of portfolio
227,851
Q3 2025 Added 0.99%
$279B
$92.2 Million 0.3% of portfolio
344,952
Q3 2025 Reduced 29.09%
$13.2B
$77.6 Million 0.25% of portfolio
443,461
Q3 2025 Reduced 17.94%
$34.9B
$75.9 Million 0.25% of portfolio
219,784
Q3 2025 Reduced 30.02%
$222B
$55.5 Million 0.18% of portfolio
114,513
Q3 2025 Reduced 94.77%
$1.46T
$49.5 Million 0.16% of portfolio
177,059
Q3 2025 New
$0
$26.3 Million 0.09% of portfolio
190,449
Q3 2025 Added 115.06%
$56.3B
$24.7 Million 0.08% of portfolio
1,541,162
Q3 2025 Reduced 38.03%
$7.02B
$24.4 Million 0.08% of portfolio
125,811
Q3 2025 Added 28.94%
$68.4B
$20.3 Million 0.07% of portfolio
593,360
Q3 2025 Added 3.97%
$405B
$19.2 Million 0.06% of portfolio
19,797
Q3 2025 Reduced 55.54%
$0
$16.2 Million 0.05% of portfolio
200,000
Q3 2025 New
$20B
$11.1 Million 0.04% of portfolio
131,390
Q3 2025 Added 92.33%
$11.9B
$10.9 Million 0.04% of portfolio
258,374
Q3 2025 Reduced 47.25%
$32.1B
$13.1 Million 0.04% of portfolio
561,433
Q3 2025 Reduced 43.4%
$128B
$11.9 Million 0.04% of portfolio
124,956
Q3 2025 Reduced 46.8%
$79.1B
$12.6 Million 0.04% of portfolio
70,233
Q3 2025 Reduced 16.32%
$163B
$8.36 Million 0.03% of portfolio
63,283
Q3 2025 Reduced 1.6%
$2.55B
$7.75 Million 0.03% of portfolio
135,108
Q3 2025 Reduced 50.51%
$123B
$7.73 Million 0.03% of portfolio
11,075
Q3 2025 Reduced 62.39%
PC

Polen Capital

Polen Capital is a successful investment firm that focuses on value investing. The firm is known for its expertise in value investing and has a reputation for being a disciplined and skilled investor. Polen Capital has generated strong returns for its clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $30.8 Billion
  • Prior Value $32.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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