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Polen Capital Management Portfolio holdings
AUM
$11.6B
1-Year Est. Return
8.03%
This Fund
S&P 500
This Quarter
Est. Return
+6.01%
1 Year Est. Return
+8.03%
3 Year Est. Return
+64.37%
5 Year Est. Return
+58.48%
10 Year Est. Return
+511%
AUM
$30.8B
AUM Growth
-$1.78B
(-5.5%)
Cap. Flow
-$2.86B
Cap. Flow
% of AUM
-9.3%
Top 10 Holdings %
Top 10 Hldgs %
56.46%
Holding
292
New
52
Increased
67
Reduced
112
Closed
60
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$1.38B |
| 2 |
NVIDIA
NVDA
|
+$1.09B |
| 3 |
Synopsys
SNPS
|
+$591M |
| 4 |
Boston Scientific
BSX
|
+$580M |
| 5 |
Intuit
INTU
|
+$477M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Thermo Fisher Scientific
TMO
|
+$966M |
| 2 |
Oracle
ORCL
|
+$686M |
| 3 |
Amazon
AMZN
|
+$606M |
| 4 |
Adobe
ADBE
|
+$538M |
| 5 |
Shopify
SHOP
|
+$492M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 46.94% |
| 2 | Financials | 16.15% |
| 3 | Healthcare | 15.52% |
| 4 | Consumer Discretionary | 12.62% |
| 5 | Communication Services | 5.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Chewy
CHWY
$9.4B
| $207K | ﹤0.01% |
+5,121
| New | +$197K |
|
227
Newmark Group
NMRK
$2.86B
| $207K | ﹤0.01% |
+11,081
| New | +$180K |
|
228
Savers
SVV
$1.66B
| $173K | ﹤0.01% |
+13,022
| New | +$150K |
|
|
NXH
229
Neighborhood Intelligence Inc
NXH
$383M
| $148K | ﹤0.01% |
+16,680
| New | +$138K |
|
230
NexGen Energy
NXE
$7.42B
| $110K | ﹤0.01% |
+12,308
| New | +$90.7K |
|
231
Aurora
AUR
$11.5B
| $99K | ﹤0.01% |
+18,365
| New | +$108K |
|
232
Brilliant Earth
BRLT
$21.6M
| $92.3K | ﹤0.01% |
+44,586
| New | +$89.9K |
|
233
Aaon
AAON
$6.58B
| – | – |
-3,203
| Closed | -$236K |
|
234
ADMA Biologics
ADMA
$2.16B
| – | – |
-30,412
| Closed | -$554K |
|
235
Applied Industrial Technologies
AIT
$12.6B
| – | – |
-1,565
| Closed | -$364K |
|
236
Alkami Technology
ALKT
$2.18B
| – | – |
-18,915
| Closed | -$570K |
|
237
Allison Transmission
ALSN
$10.6B
| – | – |
-4,389
| Closed | -$417K |
|
238
Axsome Therapeutics
AXSM
$10.9B
| – | – |
-3,232
| Closed | -$337K |
|
239
Belden
BDC
$4.61B
| – | – |
-10,682
| Closed | -$1.24M |
|
240
Butterfly Network
BFLY
$2.3B
| – | – |
-134,802
| Closed | -$270K |
|
241
BlackLine
BL
$1.82B
| – | – |
-4,763
| Closed | -$270K |
|
242
Dutch Bros
BROS
$7.07B
| – | – |
-14,663
| Closed | -$1M |
|
|
CCC
243
CCC Intelligent Solutions
CCC
$4.3B
| – | – |
-41,498
| Closed | -$390K |
|
244
Core & Main
CNM
$8.12B
| – | – |
-34,013
| Closed | -$2.05M |
|
|
CWAN
245
DELISTED
Clearwater Analytics
CWAN
| – | – |
-11,785
| Closed | -$258K |
|
246
Enovix
ENVX
$746M
| – | – |
-221,350
| Closed | -$2M |
|
247
EXL Service
EXLS
$5.69B
| – | – |
-42,201
| Closed | -$1.85M |
|
248
Fabrinet
FN
$15.7B
| – | – |
-4,098
| Closed | -$1.21M |
|
249
FirstService
FSV
$6.27B
| – | – |
-2,247
| Closed | -$392K |
|
250
Fiverr
FVRR
$340M
| – | – |
-36,223
| Closed | -$1.06M |
|
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Polen Capital Management's Q3 2025 Portfolio in Review
As of Q3 2025, Polen Capital Management held 292 positions worth $30.8B, down 5.5% from $32.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Polen Capital Management withdrew a net $2.86B in Q3 2025, closing 60 positions and reducing 112 holdings. Its most notable exit was Novo Nordisk, an estimated $12.3M position sold in full.
By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 39% a quarter earlier, followed by Financials and Healthcare.
Against the trend, Polen Capital Management opened a new position in Broadcom worth $1.48B.
- Polen Capital Management's largest Q3 2025 buy was Broadcom: 4,485,854 shares worth $1.48B.
- Polen Capital Management added most to NVIDIA in Q3 2025, an estimated $1.09B increase.
- Polen Capital Management's biggest Q3 2025 reduction was Thermo Fisher Scientific, cutting an estimated $966M.
- Polen Capital Management fully exited Novo Nordisk in Q3 2025, selling an estimated $12.3M.
- Polen Capital Management's ten largest holdings make up 56% of its $30.8B portfolio in Q3 2025.
- Polen Capital Management opened 52 new positions and closed 60 in Q3 2025.
- Polen Capital Management's portfolio value fell 5.5% quarter-over-quarter to $30.8B.
Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.