Polen Capital Portfolio Holdings

Polen Capital Management LLC

  • $32.6 Billion
  • Q2 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$3.05 Billion 9.38% of portfolio
13,921,840
Q2 2025 Reduced 21.56%
$3.95T
$2.7 Billion 8.29% of portfolio
5,426,123
Q2 2025 Reduced 8.67%
$684B
$2.62 Billion 8.05% of portfolio
11,983,204
Q2 2025 Reduced 4.96%
$551B
$1.99 Billion 6.12% of portfolio
5,611,098
Q2 2025 Reduced 6.85%
$548B
$1.68 Billion 5.16% of portfolio
2,992,048
Q2 2025 Reduced 6.82%
$229B
$1.45 Billion 4.46% of portfolio
10,669,498
Q2 2025 Reduced 6.29%
$608B
$1.35 Billion 4.16% of portfolio
1,737,910
Q2 2025 Reduced 0.95%
$1.24T
$1.16 Billion 3.58% of portfolio
6,562,265
Q2 2025 Reduced 11.73%
$545B
$1.09 Billion 3.35% of portfolio
815,234
Q2 2025 Reduced 8.2%
$323B
$148 Million 0.45% of portfolio
486,471
Q2 2025 Reduced 10.36%
$1.21T
$109 Million 0.34% of portfolio
620,019
Q2 2025 Added 1.49%
$295B
$35.7 Million 0.11% of portfolio
44,525
Q2 2025 Reduced 15.48%
$456B
$2.69 Million 0.01% of portfolio
17,042
Q2 2025 New
$3.69T
$1.75 Million 0.01% of portfolio
8,526
Q2 2025 Reduced 99.68%
$1.08T
$2.14 Million 0.01% of portfolio
6,722
Q2 2025 New
$245B
$1.93 Million 0.01% of portfolio
6,174
Q2 2025 Reduced 99.4%
$232B
$1.36 Million 0.0% of portfolio
4,989
Q2 2025 Reduced 39.58%
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 240
  • Current Value $32.6 Billion
  • Prior Value $31.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 151 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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