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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
+13.38%
1 Year Est. Return
+8.03%
3 Year Est. Return
+64.37%
5 Year Est. Return
+58.48%
10 Year Est. Return
+511%
AUM
$32.6B
AUM Growth
+$741M
(+2.3%)
Cap. Flow
-$2.11B
Cap. Flow
% of AUM
-6.49%
Top 10 Holdings %
Top 10 Hldgs %
58.79%
Holding
268
New
151
Increased
9
Reduced
80
Closed
28
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Idexx Laboratories
IDXX
|
+$572M |
| 2 |
Starbucks
SBUX
|
+$393M |
| 3 |
ServiceNow
NOW
|
+$214M |
| 4 |
Adobe
ADBE
|
+$207M |
| 5 |
CoStar Group
CSGP
|
+$25.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$757M |
| 2 |
Apple
AAPL
|
+$540M |
| 3 |
UnitedHealth
UNH
|
+$394M |
| 4 |
Microsoft
MSFT
|
+$224M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$144M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 38.56% |
| 2 | Financials | 18.01% |
| 3 | Healthcare | 17.78% |
| 4 | Consumer Discretionary | 15.82% |
| 5 | Communication Services | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Preformed Line Products
PLPC
$2B
| $903K | ﹤0.01% |
+5,652
| New | +$805K |
|
152
Protagonist Therapeutics
PTGX
$9.8B
| $884K | ﹤0.01% |
+15,999
| New | +$768K |
|
153
Wayfair
W
$14.2B
| $884K | ﹤0.01% |
+17,286
| New | +$645K |
|
154
HealthEquity
HQY
$8.73B
| $864K | ﹤0.01% |
+8,243
| New | +$781K |
|
155
OppFi
OPFI
$605M
| $850K | ﹤0.01% |
+60,773
| New | +$683K |
|
156
Arlo Technologies
ARLO
$1.41B
| $834K | ﹤0.01% |
+49,190
| New | +$629K |
|
157
Sterling Infrastructure
STRL
$15.2B
| $823K | ﹤0.01% |
+3,569
| New | +$623K |
|
158
Ramaco Resources Class A
METC
$805M
| $817K | ﹤0.01% |
+62,205
| New | +$594K |
|
159
Mirum Pharmaceuticals
MIRM
$6.01B
| $789K | ﹤0.01% |
+15,507
| New | +$690K |
|
160
Installed Building Products
IBP
$6.54B
| $782K | ﹤0.01% |
4,335
-11,315
| -72% | -$1.88M |
|
161
Symbotic
SYM
$5.27B
| $777K | ﹤0.01% |
+20,003
| New | +$524K |
|
162
Revolve Group
RVLV
$1.66B
| $764K | ﹤0.01% |
38,091
-122,191
| -76% | -$2.47M |
|
|
AXON
163
Axon Enterprise
AXON
$49.4B
| $763K | ﹤0.01% |
+922
| New | +$627K |
|
164
Latham Group
SWIM
$838M
| $761K | ﹤0.01% |
+119,217
| New | +$693K |
|
165
Willis Lease Finance
WLFC
$1.16B
| $753K | ﹤0.01% |
+15,831
| New | +$748K |
|
166
Pitney Bowes
PBI
$2.33B
| $744K | ﹤0.01% |
+68,222
| New | +$642K |
|
167
Pagaya Technologies
PGY
$1.87B
| $735K | ﹤0.01% |
+34,483
| New | +$491K |
|
168
The Honest Company
HNST
$614M
| $733K | ﹤0.01% |
+144,048
| New | +$690K |
|
|
MRX
169
Marex Group Limited Ordinary Shares
MRX
$5.19B
| $731K | ﹤0.01% |
+18,523
| New | +$771K |
|
170
Kornit Digital
KRNT
$727M
| $718K | ﹤0.01% |
+36,065
| New | +$719K |
|
171
Vanguard Total World Stock ETF
VT
$81.1B
| $711K | ﹤0.01% |
5,534
-5,425
| -50% | -$649K |
|
172
Millicom
TIGO
$16.1B
| $703K | ﹤0.01% |
+18,753
| New | +$642K |
|
173
EverQuote
EVER
$919M
| $697K | ﹤0.01% |
+28,806
| New | +$682K |
|
174
Hims & Hers Health
HIMS
$6.96B
| $695K | ﹤0.01% |
+13,949
| New | +$630K |
|
175
Nutanix
NTNX
$17.7B
| $689K | ﹤0.01% |
+9,011
| New | +$649K |
|
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Polen Capital Management's Q2 2025 Portfolio in Review
As of Q2 2025, Polen Capital Management held 268 positions worth $32.6B, up 2.3% from $31.8B the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Polen Capital Management withdrew a net $2.11B in Q2 2025, closing 28 positions and reducing 80 holdings. Its most notable exit was Yum China, an estimated $4.48M position sold in full.
By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 35% a quarter earlier, followed by Financials and Healthcare.
Against the trend, Polen Capital Management opened a new position in Idexx Laboratories worth $641M.
- Polen Capital Management's largest Q2 2025 buy was Idexx Laboratories: 1,195,425 shares worth $641M.
- Polen Capital Management added most to Starbucks in Q2 2025, an estimated $393M increase.
- Polen Capital Management's biggest Q2 2025 reduction was Amazon, cutting an estimated $757M.
- Polen Capital Management fully exited Yum China in Q2 2025, selling an estimated $4.48M.
- Polen Capital Management's ten largest holdings make up 59% of its $32.6B portfolio in Q2 2025.
- Polen Capital Management opened 151 new positions and closed 28 in Q2 2025.
- Polen Capital Management's portfolio value rose 2.3% quarter-over-quarter to $32.6B.
Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.