Polen Capital Management LLC Top Holdings and 13F Report (2025) About Polen Capital Management LLCInvestment ActivityPolen Capital Management LLC has $32.59 billion in total holdings as of June 30, 2025.Polen Capital Management LLC owns shares of 240 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 12.00% of the portfolio was sold this quarter.This quarter, Polen Capital Management LLC has purchased 117 new stocks and bought additional shares in 9 stocks.Polen Capital Management LLC sold shares of 80 stocks and completely divested from 28 stocks this quarter.Largest Holdings Amazon.com $3,054,312,473Microsoft $2,699,008,078Oracle $2,619,887,945Visa $1,992,220,328Shopify $1,694,509,943 Largest New Holdings this Quarter 45168D104 - IDEXX Laboratories $641,154,277 Holding45104G104 - ICICI Bank $16,835,979 Holding81141R100 - SEA $13,424,131 HoldingV5633W109 - MakeMyTrip $10,288,389 Holding04010E109 - Argan $9,882,134 Holding Largest Purchases this Quarter IDEXX Laboratories 1,195,425 shares (about $641.15M)Starbucks 4,535,178 shares (about $415.56M)ServiceNow 227,167 shares (about $233.55M)Adobe 538,156 shares (about $208.20M)CoStar Group 322,028 shares (about $25.89M) Largest Sales this Quarter Amazon.com 3,825,555 shares (about $839.29M)Apple 2,672,588 shares (about $548.32M)UnitedHealth Group 1,031,401 shares (about $321.77M)Microsoft 514,983 shares (about $256.16M)Alphabet 872,163 shares (about $154.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPolen Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$3,054,312,473$839,288,510 ▼-21.6%13,921,8409.4%Retail/WholesaleMSFTMicrosoft$2,699,008,078$256,157,716 ▼-8.7%5,426,1238.3%Computer and TechnologyORCLOracle$2,619,887,945$136,839,864 ▼-5.0%11,983,2048.0%Computer and TechnologyVVisa$1,992,220,328$146,497,889 ▼-6.8%5,611,0986.1%Business ServicesSHOPShopify$1,694,509,943$66,893,195 ▼-3.8%14,690,1605.2%Computer and TechnologyMAMastercard$1,681,351,455$123,155,332 ▼-6.8%2,992,0485.2%Business ServicesABTAbbott Laboratories$1,451,158,449$97,393,907 ▼-6.3%10,669,4984.5%MedicalLLYEli Lilly and Company$1,354,753,358$12,987,753 ▼-0.9%1,737,9104.2%MedicalZTSZoetis$1,313,259,043$58,609,287 ▼-4.3%8,421,0264.0%MedicalADBEAdobe$1,298,671,456$208,201,797 ▲19.1%3,356,7814.0%Computer and TechnologyNOWServiceNow$1,209,941,837$233,545,777 ▲23.9%1,176,8953.7%Computer and TechnologyGOOGAlphabet$1,164,080,117$154,712,985 ▼-11.7%6,562,2653.6%Computer and TechnologyNFLXNetflix$1,091,704,546$97,539,572 ▼-8.2%815,2343.4%Consumer DiscretionaryMSCIMSCI$1,004,328,671$73,101,217 ▼-6.8%1,741,3893.1%FinanceAONAON$979,529,926$93,503,945 ▼-8.7%2,745,6273.0%FinanceABNBAirbnb$973,258,595$49,280,243 ▼-4.8%7,354,2283.0%Consumer DiscretionaryTMOThermo Fisher Scientific$888,098,672$53,575,062 ▼-5.7%2,190,3482.7%MedicalSBUXStarbucks$885,935,504$415,558,377 ▲88.3%9,668,6182.7%Retail/WholesaleACNAccenture$880,876,004$78,105,930 ▼-8.1%2,947,1582.7%Computer and TechnologyWDAYWorkday$857,263,257$89,418,246 ▼-9.4%3,571,9302.6%Computer and TechnologyPAYCPaycom Software$670,247,486$46,595,856 ▼-6.5%2,896,4892.1%Computer and TechnologyIDXXIDEXX Laboratories$641,154,277$641,154,277 ▲New Holding1,195,4252.0%MedicalCSGPCoStar Group$556,675,810$25,891,053 ▲4.9%6,923,8281.7%Computer and TechnologyITGartner$314,974,565$22,760,002 ▼-6.7%779,2161.0%Business ServicesMELIMercadoLibre$162,539,156$16,583,495 ▼-9.3%62,1890.5%Retail/WholesaleSAPSAP$147,935,796$17,098,931 ▼-10.4%486,4710.5%Computer and TechnologyGOOGLAlphabet$109,265,878$1,605,278 ▲1.5%620,0190.3%Computer and TechnologyWTWWillis Towers Watson Public$96,263,915$16,080,204 ▼-14.3%314,0750.3%FinanceIWFiShares Russell 1000 Growth ETF$95,788,998$67,895,811 ▼-41.5%225,6090.3%ETFICLRIcon$78,602,580$13,765,669 ▼-14.9%540,4100.2%MedicalHDBHDFC Bank$43,753,926$6,163,037 ▼-12.3%570,6790.1%FinanceASMLASML$35,681,806$6,532,916 ▼-15.5%44,5250.1%Computer and TechnologyNUNU$34,118,941$6,626,459 ▼-16.3%2,486,8030.1%FinanceMNDYmonday.com$30,685,399$8,275,230 ▲36.9%97,5750.1%Computer and TechnologyADPAutomatic Data Processing$29,154,595$22,202,025 ▼-43.2%94,5350.1%Computer and TechnologyONONON$25,495,494$13,059,032 ▲105.0%489,8270.1%Retail/WholesaleGLOBGlobant$24,797,565$45,550,484 ▼-64.8%272,9810.1%Computer and TechnologySPOTSpotify Technology$22,595,264$7,138,618 ▼-24.0%29,4460.1%Computer and TechnologyMDTMedtronic$20,475,022$34,397,036 ▼-62.7%234,8860.1%MedicalTMETencent Music Entertainment Group$19,331,800$19,234,408 ▼-49.9%991,8830.1%Consumer DiscretionaryIBNICICI Bank$16,835,979$16,835,979 ▲New Holding500,4750.1%FinanceSESEA$13,424,131$13,424,131 ▲New Holding83,9320.0%Computer and TechnologyNVONovo Nordisk A/S$12,331,747$56,819,876 ▼-82.2%178,6690.0%MedicalACWIiShares MSCI ACWI ETF$11,388,570$38,096,116 ▼-77.0%88,5580.0%ManufacturingMMYTMakeMyTrip$10,288,389$10,288,389 ▲New Holding104,9620.0%Computer and TechnologyAGXArgan$9,882,134$9,882,134 ▲New Holding44,8210.0%ConstructionWGSGeneDx$7,475,264$7,475,264 ▲New Holding80,9800.0%MedicalDLODLocal$6,870,736$245,692 ▼-3.5%605,8850.0%Business ServicesPDDPDD$6,730,580$197,179 ▼-2.8%64,3090.0%Retail/WholesaleBWXTBWX Technologies$5,911,790$5,911,790 ▲New Holding41,0370.0%AerospaceVUGVanguard Growth ETF$5,658,519$737,401 ▼-11.5%12,9070.0%ETFPOWLPowell Industries$5,297,658$5,297,658 ▲New Holding25,1730.0%IndustrialsVSECVSE$5,184,581$5,184,581 ▲New Holding39,5830.0%ConstructionKAROKarooooo$4,151,888$3,813,975 ▲1,128.7%84,7670.0%Computer and TechnologyIESCIES$4,094,195$4,094,195 ▲New Holding13,8210.0%Computer and TechnologyCVNACarvana$3,940,747$3,940,747 ▲New Holding11,6950.0%Retail/WholesaleJOBYJoby Aviation$3,750,156$3,750,156 ▲New Holding355,4650.0%TransportationCATHGlobal X S&P 500 Catholic Values ETF$3,545,622$477,146 ▼-11.9%46,9930.0%ManufacturingDAVEDave$3,387,603$3,387,603 ▲New Holding12,6210.0%Business ServicesCCJCameco$3,386,076$3,386,076 ▲New Holding45,6160.0%Basic MaterialsSMRNuScale Power$3,379,453$3,379,453 ▲New Holding85,4260.0%Computer and TechnologySOFISoFi Technologies$3,112,016$3,112,016 ▲New Holding170,8960.0%FinanceNVDANVIDIA$2,692,466$2,692,466 ▲New Holding17,0420.0%Computer and TechnologyCRSCarpenter Technology$2,618,701$2,618,701 ▲New Holding9,4750.0%Basic MaterialsODDITY TECH LTD$2,547,188$2,547,188 ▲New Holding33,7510.0%SHS CL AWRBYWarby Parker$2,307,124$918,143 ▼-28.5%105,2040.0%Consumer StaplesCVLTCommVault Systems$2,291,045$2,291,045 ▲New Holding13,1420.0%Computer and TechnologyIRSA INVERSIONES Y REP S A$2,278,920$2,278,920 ▲New Holding163,5980.0%SPON GDS ECH 10CRDOCredo Technology Group$2,260,770$2,260,770 ▲New Holding24,4170.0%Computer and TechnologyLMBLimbach$2,201,952$2,201,952 ▲New Holding15,7170.0%ConstructionTSLATesla$2,135,311$2,135,311 ▲New Holding6,7220.0%Auto/Tires/TrucksHCIHCI Group$2,126,538$2,126,538 ▲New Holding13,9720.0%FinanceACHRArcher Aviation$2,112,126$2,112,126 ▲New Holding194,6660.0%AerospaceAFRMAffirm$2,076,067$2,076,067 ▲New Holding30,0270.0%Computer and TechnologyLOMALoma Negra Compania Industrial Argentina$2,058,926$2,058,926 ▲New Holding187,6870.0%ConstructionCNMCore & Main$2,052,685$5,488,230 ▼-72.8%34,0130.0%IndustrialsENVXEnovix$2,002,662$2,002,662 ▲New Holding193,6810.0%EnergyBELFBBel Fuse$1,991,508$1,991,508 ▲New Holding20,3860.0%Computer and TechnologyGGALGrupo Financiero Galicia$1,985,064$1,985,064 ▲New Holding39,3940.0%FinanceUNHUnitedHealth Group$1,926,106$321,766,708 ▼-99.4%6,1740.0%MedicalCMPOCompoSecure$1,912,957$1,912,957 ▲New Holding135,7670.0%Business ServicesMODModine Manufacturing$1,907,551$1,907,551 ▲New Holding19,3660.0%Auto/Tires/TrucksEXLSExlService$1,847,982$9,538,164 ▼-83.8%42,2010.0%Computer and TechnologyREAXReal Brokerage$1,809,976$1,809,976 ▲New Holding401,3250.0%Business ServicesFTITechnipFMC$1,776,484$1,776,484 ▲New Holding51,5820.0%EnergyAAPLApple$1,749,237$548,321,583 ▼-99.7%8,5260.0%Computer and TechnologyAMSCAmerican Superconductor$1,732,538$1,732,538 ▲New Holding47,2210.0%Computer and TechnologyUBERUber Technologies$1,728,476$1,728,476 ▲New Holding18,5260.0%Computer and TechnologyGSHDGoosehead Insurance$1,727,093$4,742,463 ▼-73.3%16,3690.0%FinanceTALEN ENERGY CORP$1,694,026$1,694,026 ▲New Holding5,8260.0%COMFTAI AVIATION LTD$1,686,716$1,686,716 ▲New Holding14,6620.0%SHSPCTYPaylocity$1,671,115$4,007,016 ▼-70.6%9,2230.0%Computer and TechnologyATROAstronics$1,667,003$1,667,003 ▲New Holding49,7910.0%AerospaceADPTAdaptive Biotechnologies$1,657,294$1,657,294 ▲New Holding142,2570.0%MedicalTWLOTwilio$1,655,605$1,655,605 ▲New Holding13,3130.0%Computer and TechnologyBEBloom Energy$1,634,119$1,634,119 ▲New Holding68,3160.0%EnergyUTIUniversal Technical Institute$1,626,957$1,626,957 ▲New Holding48,0070.0%Consumer DiscretionaryKTOSKratos Defense & Security Solutions$1,603,965$1,603,965 ▲New Holding34,5310.0%AerospaceSPYSPDR S&P 500 ETF Trust$1,595,411$700,696 ▲78.3%2,5820.0%FinancePRCHPorch Group$1,591,909$1,591,909 ▲New Holding135,0220.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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