Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $32.6 Billion distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $3.05B, Microsoft Corp with a value of $2.7B, Oracle Corp with a value of $2.62B, Visa Inc. with a value of $1.99B, and Shopify Inc. with a value of $1.69B.
Examining the 13F form we can see an increase of $714M in the current position value, from $31.8B to 32.6B.
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
$32.6 Billion
Technology: $12.5 Billion
Financial Services: $5.87 Billion
Healthcare: $5.78 Billion
Consumer Cyclical: $5.15 Billion
Communication Services: $2.41 Billion
Real Estate: $559 Million
ETFs: $121 Million
Industrials: $109 Million
Other: $20.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
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.
