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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$107 Million 0.35% of portfolio
227,851
Q3 2025 Added 0.99%
$0
$26.3 Million 0.09% of portfolio
190,449
Q3 2025 Added 115.06%
$0
$16.2 Million 0.05% of portfolio
200,000
Q3 2025 New
$0
$8.49 Million 0.03% of portfolio
44,774
Q3 2025 New
$0
$5.58 Million 0.02% of portfolio
11,625
Q3 2025 Reduced 9.93%
$0
$3.18 Million 0.01% of portfolio
22,529
Q3 2025 New
$0
$2.5 Million 0.01% of portfolio
30,866
Q3 2025 Reduced 34.32%
$0
$4.01 Million 0.01% of portfolio
61,612
Q3 2025 Added 179.01%
$0
$2.55 Million 0.01% of portfolio
8,690
Q3 2025 New
$0
$1.67 Million 0.01% of portfolio
2,507
Q3 2025 Reduced 2.9%
$0
$631,000 0.0% of portfolio
4,586
Q3 2025 Reduced 17.13%
$0
$349,000 0.0% of portfolio
2,000
Q3 2025 New
$0
$500,000 0.0% of portfolio
4,972
Q2 2025 Reduced 78.66%
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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