Polen Capital Management Holdings – 2025 Q4
Explore the latest portfolio disclosure for Polen Capital Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.
The latest 2025 Q4 filing shows that Polen Capital Management maintains its largest exposure in Technology, which represents approximately 47.82% of the portfolio. This sector forms the core of Polen Capital Management's investment stance during this reporting period.
Additional major allocations include Healthcare (about 17.34%) and Financial Services (approximately 16.59%) , reflecting how Polen Capital Management diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Polen Capital Management's positioning and conviction areas for the 2025 Q4 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AMZN | 8,653,721 | $230.82 | Reduced | -23.05% | 8.54% | $2B | 2025 Q4 |
| MSFT | 3,909,985 | $483.62 | Reduced | -22.11% | 8.08% | $1.89B | 2025 Q4 |
| ORCL | 7,185,496 | $194.91 | Reduced | -22.64% | 5.99% | $1.4B | 2025 Q4 |
| LLY | 1,246,090 | $1074.68 | Reduced | -23.22% | 5.72% | $1.34B | 2025 Q4 |
| GOOG | 4,018,121 | $313.8 | Reduced | -13.41% | 5.39% | $1.26B | 2025 Q4 |
| AVGO | 3,531,637 | $346.1 | Reduced | -21.27% | 5.22% | $1.22B | 2025 Q4 |
| MA | 2,131,727 | $570.88 | Reduced | -22.24% | 5.20% | $1.22B | 2025 Q4 |
| V | 3,375,342 | $350.71 | Reduced | -22.23% | 5.06% | $1.18B | 2025 Q4 |
| SHOP | 7,201,872 | $160.97 | Reduced | -34.89% | 4.95% | $1.16B | 2025 Q4 |
| NVDA | 5,328,112 | $186.5 | Reduced | -15.39% | 4.25% | $993.69M | 2025 Q4 |
| NOW | 5,680,788 | $153.19 | Increased | 1.07% | 3.72% | $870.24M | 2025 Q4 |
| MSCI | 1,331,085 | $573.73 | Reduced | -15.96% | 3.26% | $763.68M | 2025 Q4 |
| ZTS | 5,562,669 | $125.82 | Reduced | -26.00% | 2.99% | $699.9M | 2025 Q4 |
| AON | 1,846,294 | $352.88 | Reduced | -25.86% | 2.78% | $651.52M | 2025 Q4 |
| IDXX | 960,537 | $676.53 | Reduced | -14.78% | 2.78% | $649.83M | 2025 Q4 |
| SBUX | 6,785,308 | $84.21 | Reduced | -23.60% | 2.44% | $571.39M | 2025 Q4 |
| ACN | 1,882,707 | $268.3 | Reduced | -23.52% | 2.16% | $505.13M | 2025 Q4 |
| ABT | 3,962,230 | $125.29 | Reduced | -46.61% | 2.12% | $496.43M | 2025 Q4 |
| ISRG | 842,618 | $566.36 | Buy | 100.00% | 2.04% | $477.23M | 2025 Q4 |
| ADBE | 1,345,588 | $349.99 | Reduced | -27.55% | 2.01% | $470.94M | 2025 Q4 |
| ABNB | 3,030,730 | $135.72 | Reduced | -23.75% | 1.76% | $411.33M | 2025 Q4 |
| SNPS | 844,881 | $469.72 | Reduced | -19.13% | 1.70% | $396.86M | 2025 Q4 |
| BSX | 4,019,552 | $95.35 | Reduced | -28.20% | 1.64% | $383.26M | 2025 Q4 |
| IWF | 776,086 | $473.3 | Increased | 240.61% | 1.57% | $367.32M | 2025 Q4 |
| INTU | 512,656 | $662.42 | Reduced | -22.53% | 1.45% | $339.59M | 2025 Q4 |