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Polen Capital Management

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
Cap. Flow
-$2.86B
Cap. Flow %
-9.3%
Top 10 Hldgs %
56.46%
Holding
292
New
52
Increased
67
Reduced
112
Closed
60

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$1.38B
2
NVDA icon
NVIDIA
NVDA
+$1.09B
3
SNPS icon
Synopsys
SNPS
+$591M
4
BSX icon
Boston Scientific
BSX
+$580M
5
INTU icon
Intuit
INTU
+$477M

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$966M
2
ORCL icon
Oracle
ORCL
+$686M
3
AMZN icon
Amazon
AMZN
+$606M
4
ADBE icon
Adobe
ADBE
+$538M
5
SHOP icon
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
PDD icon
51
Pinduoduo
PDD
$123B
$8.36M 0.03%
63,283
-1,026
-2% -$121K
MMYT icon
52
MakeMyTrip
MMYT
$5.56B
$8.17M 0.03%
87,289
-17,673
-17% -$1.72M
GLOB icon
53
Globant
GLOB
$1.67B
$7.75M 0.03%
135,108
-137,873
-51% -$10.1M
SPOT icon
54
Spotify
SPOT
$113B
$7.73M 0.03%
11,075
-18,371
-62% -$12.8M
WGS icon
55
GeneDx Holdings
WGS
$2.69B
$7.34M 0.02%
68,169
-12,811
-16% -$1.4M
VIST icon
56
Vista Energy
VIST
$7.59B
$7.26M 0.02%
210,976
+196,914
+1,400% +$8.15M
POWL icon
57
Powell Industries
POWL
$6.99B
$7.12M 0.02%
70,071
-5,448
-7% -$462K
IBN icon
58
ICICI Bank
IBN
$108B
$6.78M 0.02%
224,267
-276,208
-55% -$9.02M
BWXT icon
59
BWX Technologies
BWXT
$14B
$6.78M 0.02%
36,748
-4,289
-10% -$690K
METC icon
60
Ramaco Resources Class A
METC
$805M
$6.05M 0.02%
182,332
+120,127
+193% +$2.79M
VSEC icon
61
VSE Corp
VSEC
$6.37B
$5.72M 0.02%
34,420
-5,163
-13% -$787K
VUG icon
62
Vanguard Morningstar Growth ETF
VUG
$225B
$5.58M 0.02%
69,750
-7,692
-10% -$588K
JOBY icon
63
Joby Aviation
JOBY
$7.06B
$5.14M 0.02%
318,267
-37,198
-10% -$565K
IESC icon
64
IES Holdings
IESC
$13.2B
$4.83M 0.02%
24,288
-3,354
-12% -$577K
KARO icon
65
Karooooo
KARO
$1.99B
$4.72M 0.02%
82,608
-2,159
-3% -$110K
MOD icon
66
Modine Manufacturing
MOD
$9.95B
$4.62M 0.02%
32,523
+13,157
+68% +$1.67M
ADPT icon
67
Adaptive Biotechnologies
ADPT
$4.18B
$4.36M 0.01%
291,197
+148,940
+105% +$1.81M
ACWX icon
68
iShares MSCI ACWI ex US ETF
ACWX
$12.5B
$4.01M 0.01%
61,612
+39,530
+179% +$2.47M
CVNA icon
69
Carvana
CVNA
$81.3B
$3.94M 0.01%
52,280
-6,195
-11% -$443K
AAPL icon
70
Apple
AAPL
$4.57T
$3.91M 0.01%
15,355
+6,829
+80% +$1.54M
TSLA icon
71
Tesla
TSLA
$1.37T
$3.82M 0.01%
8,590
+1,868
+28% +$648K
SOFI icon
72
SoFi Technologies
SOFI
$24.3B
$3.78M 0.01%
143,218
-27,678
-16% -$657K
PRCH icon
73
Porch Group
PRCH
$1.96B
$3.65M 0.01%
217,423
+82,401
+61% +$1.26M
AMPX icon
74
Amprius Technologies
AMPX
$1.49B
$3.57M 0.01%
+339,427
New +$2.67M
HCI icon
75
HCI Group
HCI
$2.33B
$3.49M 0.01%
18,168
+4,196
+30% +$664K
1 2
3
4 5

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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.