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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
CHEF icon
176
Chefs' Warehouse
CHEF
$4.57B
$554K ﹤0.01%
+9,493
New +$605K
AYI icon
177
Acuity Brands
AYI
$10.2B
$552K ﹤0.01%
1,603
+63
+4% +$20.1K
ASND icon
178
Ascendis Pharma A/S
ASND
$16.4B
$550K ﹤0.01%
2,766
+47
+2% +$8.77K
NSSC icon
179
Napco Security Technologies
NSSC
$1.28B
$540K ﹤0.01%
+12,567
New +$436K
VST icon
180
Vistra
VST
$47B
$534K ﹤0.01%
2,727
-3,246
-54% -$643K
DOCS icon
181
Doximity
DOCS
$4.41B
$527K ﹤0.01%
7,211
+1,296
+22% +$84.5K
CPF icon
182
Central Pacific Financial
CPF
$978M
$523K ﹤0.01%
17,237
+25
+0.1% +$732
UNH icon
183
UnitedHealth
UNH
$360B
$512K ﹤0.01%
1,483
-4,691
-76% -$1.42M
BABA icon
184
Alibaba
BABA
$287B
$509K ﹤0.01%
+2,850
New +$373K
MCD icon
185
McDonald's
MCD
$189B
$504K ﹤0.01%
+1,659
New +$505K
Z icon
186
Zillow
Z
$7.86B
$504K ﹤0.01%
+6,539
New +$534K
MLI icon
187
Mueller Industries
MLI
$14.2B
$503K ﹤0.01%
+9,954
New +$457K
SGOV icon
188
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$501K ﹤0.01%
4,972
– –
P
189
Everpure Inc
P
$36.2B
$500K ﹤0.01%
+5,963
New +$397K
GTES icon
190
Gates Industrial Corp
GTES
$6.75B
$480K ﹤0.01%
19,344
+729
+4% +$18.1K
CAVA icon
191
CAVA Group
CAVA
$7.92B
$479K ﹤0.01%
+7,922
New +$600K
EVER icon
192
EverQuote
EVER
$919M
$477K ﹤0.01%
20,871
-7,935
-28% -$192K
NTRA icon
193
Natera
NTRA
$48.8B
$471K ﹤0.01%
2,926
-297
-9% -$47K
SYM icon
194
Symbotic
SYM
$5.27B
$452K ﹤0.01%
8,385
-11,618
-58% -$587K
XMTR icon
195
Xometry
XMTR
$5.05B
$452K ﹤0.01%
8,290
+588
+8% +$25.5K
BIDU icon
196
Baidu
BIDU
$31.6B
$450K ﹤0.01%
+3,413
New +$338K
MVST icon
197
Microvast
MVST
$295M
$436K ﹤0.01%
+113,150
New +$354K
NYAX
198
Nayax
NYAX
$2.02B
$434K ﹤0.01%
9,124
-3,510
-28% -$163K
ADSK icon
199
Autodesk
ADSK
$53.8B
$414K ﹤0.01%
1,302
-97
-7% -$29.6K
OSCR icon
200
Oscar Health
OSCR
$9.64B
$408K ﹤0.01%
21,536
-26,464
-55% -$436K
6 7
8
9 10

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AI
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AAIS
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QC
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MIF
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RCM
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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.