Polen Capital Portfolio Holdings

Polen Capital Management LLC

  • $31.8 Billion
  • Q1 2025

Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $31.8 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $3.38B, Microsoft Corp with a value of $2.23B, Visa Inc. with a value of $2.11B, Oracle Corp with a value of $1.76B, and Mastercard Inc with a value of $1.76B.

Examining the 13F form we can see an decrease of $5.16B in the current position value, from $37B to 31.8B.

Polen Capital Management LLC is based out at Boca Raton, FL

Below you can find more details about Polen Capital portfolio as well as his latest detailed transactions.

Portfolio value $31.8 Billion
Technology: $11.2 Billion
Healthcare: $6.37 Billion
Financial Services: $6.35 Billion
Consumer Cyclical: $4.98 Billion
Communication Services: $2.13 Billion
Real Estate: $529 Million
ETFs: $204 Million
Industrials: $88.4 Million
Other: $5.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.13T
$3.38 Billion 10.6% of portfolio
17,747,395
Q1 2025 Reduced 9.2%
$3.35T
$2.23 Billion 7.0% of portfolio
5,941,106
Q1 2025 Reduced 7.33%
$582B
$2.11 Billion 6.63% of portfolio
6,023,710
Q1 2025 Reduced 8.44%
$424B
$1.76 Billion 5.54% of portfolio
12,609,101
Q1 2025 Added 17.58%
$552B
$1.76 Billion 5.53% of portfolio
3,211,209
Q1 2025 Reduced 8.05%
$231B
$1.51 Billion 4.74% of portfolio
11,385,577
Q1 2025 Reduced 10.27%
$117B
$1.46 Billion 4.58% of portfolio
15,270,075
Q1 2025 Reduced 10.59%
$75.8B
$1.45 Billion 4.55% of portfolio
8,796,847
Q1 2025 Added 17.55%
$718B
$1.45 Billion 4.55% of portfolio
1,754,571
Q1 2025 Added 35.45%
$73.1B
$1.2 Billion 3.77% of portfolio
3,007,719
Q1 2025 Added 318.13%
$971B
$1.16 Billion 3.65% of portfolio
7,434,428
Q1 2025 Reduced 32.88%
$169B
$1.16 Billion 3.63% of portfolio
2,322,482
Q1 2025 Reduced 5.64%
$184B
$1.08 Billion 3.39% of portfolio
2,818,625
Q1 2025 Reduced 6.53%
$45.5B
$1.06 Billion 3.32% of portfolio
1,868,138
Q1 2025 Reduced 8.07%
$203B
$1 Billion 3.14% of portfolio
3,208,478
Q1 2025 Reduced 9.02%
$53.6B
$923 Million 2.9% of portfolio
7,726,604
Q1 2025 Reduced 5.97%
$494B
$828 Million 2.6% of portfolio
888,072
Q1 2025 Reduced 48.6%
$205B
$756 Million 2.37% of portfolio
949,728
Q1 2025 Reduced 41.9%
$15.5B
$677 Million 2.13% of portfolio
3,097,854
Q1 2025 Reduced 2.33%
$3.39T
$596 Million 1.87% of portfolio
2,681,114
Q1 2025 Reduced 56.54%
$354B
$543 Million 1.71% of portfolio
1,037,575
Q1 2025 Reduced 7.82%
$30.7B
$523 Million 1.64% of portfolio
6,601,800
Q1 2025 Added 1.61%
$97.4B
$504 Million 1.58% of portfolio
5,133,440
Q1 2025 New
$35.4B
$351 Million 1.1% of portfolio
835,522
Q1 2025 Reduced 7.44%
$343B
$146 Million 0.46% of portfolio
542,699
Q1 2025 Reduced 45.73%
$126B
$134 Million 0.42% of portfolio
68,534
Q1 2025 Added 87.28%
$32.7B
$124 Million 0.39% of portfolio
366,539
Q1 2025 Added 185.05%
$11.4B
$111 Million 0.35% of portfolio
635,052
Q1 2025 Reduced 10.75%
$957B
$94.5 Million 0.3% of portfolio
610,910
Q1 2025 Reduced 50.34%
$5.78B
$91.2 Million 0.29% of portfolio
774,418
Q1 2025 Added 22.05%
$153B
$69.6 Million 0.22% of portfolio
1,001,906
Q1 2025 Reduced 84.36%
$114B
$56.6 Million 0.18% of portfolio
629,483
Q1 2025 Reduced 19.55%
$128B
$50.9 Million 0.16% of portfolio
166,526
Q1 2025 Reduced 7.36%
$135B
$43.3 Million 0.14% of portfolio
651,063
Q1 2025 Reduced 15.95%
$298B
$34.9 Million 0.11% of portfolio
52,677
Q1 2025 Reduced 15.23%
$46.1B
$30.4 Million 0.1% of portfolio
2,969,781
Q1 2025 Added 32.37%
$24.3B
$28.5 Million 0.09% of portfolio
1,978,769
Q1 2025 Added 86.75%
$120B
$21.3 Million 0.07% of portfolio
38,749
Q1 2025 Reduced 36.33%
$11.9B
$17.3 Million 0.05% of portfolio
71,261
Q1 2025 Added 33.98%
$1.54B
$12.3 Million 0.04% of portfolio
260,017
Q1 2025 Reduced 18.61%
$13.7B
$10.5 Million 0.03% of portfolio
238,933
Q1 2025 Reduced 14.17%
$11.1B
$5.87 Million 0.02% of portfolio
31,338
Q1 2025 Added 9.23%
$5.98B
$7.78 Million 0.02% of portfolio
52,320
Q1 2025 Reduced 5.97%
$32.4B
$5.39 Million 0.02% of portfolio
139,619
Q1 2025 Reduced 9.76%
$147B
$7.83 Million 0.02% of portfolio
66,193
Q1 2025 Reduced 1.34%
$5.61B
$5.65 Million 0.02% of portfolio
109,117
Q1 2025 Added 9.93%
$2.15B
$5.84 Million 0.02% of portfolio
261,506
Q1 2025 Added 0.31%
$9.35B
$7.45 Million 0.02% of portfolio
24,466
Q1 2025 Added 50.81%
$7.69B
$4.92 Million 0.02% of portfolio
29,648
Q1 2025 Reduced 9.53%
PC

Polen Capital

Polen Capital is a successful investment firm that focuses on value investing. The firm is known for its expertise in value investing and has a reputation for being a disciplined and skilled investor. Polen Capital has generated strong returns for its clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $31.8 Billion
  • Prior Value $37 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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