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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
MEDP icon
201
Medpace
MEDP
$17.3B
$407K ﹤0.01%
792
-3,816
-83% -$1.67M
IHRT icon
202
iHeartMedia
IHRT
$415M
$407K ﹤0.01%
+141,709
New +$313K
NTES icon
203
NetEase
NTES
$79B
$406K ﹤0.01%
2,669
-1,573
-37% -$216K
META icon
204
Meta Platforms (Facebook)
META
$1.47T
$395K ﹤0.01%
+538
New +$400K
AVAV icon
205
AeroVironment
AVAV
$7.46B
$357K ﹤0.01%
+1,135
New +$294K
KOD icon
206
Kodiak Sciences
KOD
$2.47B
$353K ﹤0.01%
+21,567
New +$186K
WLFC icon
207
Willis Lease Finance
WLFC
$1.16B
$353K ﹤0.01%
7,716
-8,115
-51% -$393K
VOE icon
208
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$349K ﹤0.01%
+2,000
New +$340K
U icon
209
Unity
U
$19.5B
$346K ﹤0.01%
+8,635
New +$320K
RBBN icon
210
Ribbon Communications
RBBN
$363M
$332K ﹤0.01%
87,246
-42,942
-33% -$169K
SG icon
211
Sweetgreen
SG
$815M
$320K ﹤0.01%
40,133
+17,482
+77% +$190K
ALNY icon
212
Alnylam Pharmaceuticals
ALNY
$32B
$316K ﹤0.01%
+693
New +$282K
TWLO icon
213
Twilio
TWLO
$35.1B
$301K ﹤0.01%
3,011
-10,302
-77% -$1.16M
LUXE
214
LuxExperience B.V.
LUXE
$1.08B
$259K ﹤0.01%
30,504
+45
+0.1% +$375
PYPL icon
215
PayPal
PYPL
$52.9B
$256K ﹤0.01%
3,815
-413
-10% -$29.1K
RBRK icon
216
Rubrik
RBRK
$19.8B
$247K ﹤0.01%
+2,998
New +$258K
NKE icon
217
Nike
NKE
$57.2B
$245K ﹤0.01%
3,509
-145
-4% -$10.8K
EOSE icon
218
Eos Energy Enterprises
EOSE
$1.22B
$240K ﹤0.01%
+21,080
New +$144K
AWI icon
219
Armstrong World Industries
AWI
$7.51B
$233K ﹤0.01%
+1,187
New +$221K
TTAN
220
ServiceTitan Inc
TTAN
$8.8B
$226K ﹤0.01%
2,242
-1,219
-35% -$134K
BEAM icon
221
Beam Therapeutics
BEAM
$3.12B
$222K ﹤0.01%
+9,133
New +$182K
AXON
222
Axon Enterprise
AXON
$49.4B
$215K ﹤0.01%
299
-623
-68% -$473K
UPWK icon
223
Upwork
UPWK
$1.08B
$211K ﹤0.01%
+11,384
New +$170K
APPF icon
224
AppFolio
APPF
$7.9B
$208K ﹤0.01%
+753
New +$203K
GWRE icon
225
Guidewire Software
GWRE
$15.9B
$207K ﹤0.01%
+902
New +$205K
7 8
9
10 11

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QC
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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.