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 Market Cap. of $300 Millions to $2 Billions
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.
