David M. Polen - Polen Capital Management Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Polen Capital Management portfolio holdings is valued at approximately $32.59B, featuring 240 publicly traded holdings. This in-depth profile highlights the top investments led by AMAZON COM INC (AMZN), MICROSOFT CORP (MSFT), ORACLE CORP (ORCL), VISA INC (V), SHOPIFY INC (SHOP), and others based on the company's latest SEC filings reported on Aug 13, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Polen Capital Management’s stock portfolio spans 240 holdings across 13 different sectors, with a total market value of $32.59B. The Technology sector represents the largest allocation, while the top holdings account for nearly 37% of the total portfolio value. AMAZON COM INC remains single largest position at 9.4% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Polen Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| NGVC NATURAL GROCERS BY VITAMIN C | 0.00% | $1,321,508 |
| CEG CONSTELLATION ENERGY CORP | 0.00% | $1,294,268 |
| RMBS RAMBUS INC DEL | 0.00% | $1,289,043 |
| ASPI ASP ISOTOPES INC | 0.00% | $1,289,016 |
| ERJ EMBRAER S.A. | 0.00% | $1,268,182 |
| BBSI BARRETT BUSINESS SVCS INC | 0.00% | $1,256,662 |
| PCT PURECYCLE TECHNOLOGIES INC | 0.00% | $1,250,892 |
| BDC BELDEN INC | 0.00% | $1,236,976 |
| KAR OPENLANE INC | 0.00% | $1,232,378 |
| MIR MIRION TECHNOLOGIES INC | 0.00% | $1,232,162 |
| SKYW SKYWEST INC | 0.00% | $1,219,062 |
| FN FABRINET | 0.00% | $1,207,599 |
| OPY OPPENHEIMER HLDGS INC | 0.00% | $1,182,676 |
| VST VISTRA CORP | 0.00% | $1,157,627 |
| ITRI ITRON INC | 0.00% | $1,145,576 |
| GRAL GRAIL INC | 0.00% | $1,128,052 |
| ESQ ESQUIRE FINL HLDGS INC | 0.00% | $1,106,765 |
| FVRR FIVERR INTL LTD | 0.00% | $1,062,421 |
| IE IVANHOE ELECTRIC INC | 0.00% | $1,038,923 |
| OSCR OSCAR HEALTH INC | 0.00% | $1,029,120 |
| SUPV GRUPO SUPERVIELLE S.A. | 0.00% | $1,028,045 |
| CW CURTISS WRIGHT CORP | 0.00% | $1,023,512 |
| OLLI OLLIES BARGAIN OUTLET HLDGS | 0.00% | $1,021,163 |
| BROS DUTCH BROS INC | 0.00% | $1,002,509 |
| SFM SPROUTS FMRS MKT INC | 0.00% | $999,036 |
| CAKE CHEESECAKE FACTORY INC | 0.00% | $996,545 |
| NRG NRG ENERGY INC | 0.00% | $984,677 |
| LQDT LIQUIDITY SVCS INC | 0.00% | $958,415 |
| SSYS STRATASYS LTD | 0.00% | $937,466 |
| WSC WILLSCOT HLDGS CORP | 0.00% | $936,587 |
| PLPC PREFORMED LINE PRODS CO | 0.00% | $903,246 |
| PTGX PROTAGONIST THERAPEUTICS INC | 0.00% | $884,265 |
| W WAYFAIR INC | 0.00% | $884,006 |
| HQY HEALTHEQUITY INC | 0.00% | $863,537 |
| OPFI OPPFI INC | 0.00% | $850,214 |
| ARLO ARLO TECHNOLOGIES INC | 0.00% | $834,262 |
| STRL STERLING INFRASTRUCTURE INC | 0.00% | $823,475 |
| METC RAMACO RES INC | 0.00% | $817,374 |
| MIRM MIRUM PHARMACEUTICALS INC | 0.00% | $789,151 |
| IBP INSTALLED BLDG PRODS INC | 0.00% | $781,687 |
| SYM SYMBOTIC INC | 0.00% | $777,117 |
| RVLV REVOLVE GROUP INC | 0.00% | $763,725 |
| AXON AXON ENTERPRISE INC | 0.00% | $763,361 |
| SWIM LATHAM GROUP INC | 0.00% | $760,604 |
| WLFC WILLIS LEASE FIN CORP | 0.00% | $753,450 |
| PBI PITNEY BOWES INC | 0.00% | $744,302 |
| PGY PAGAYA TECHNOLOGIES LTD | 0.00% | $735,178 |
| HNST HONEST CO INC | 0.00% | $733,204 |
| MRX MAREX GROUP PLC | 0.00% | $731,103 |
| KRNT KORNIT DIGITAL LTD | 0.00% | $718,054 |
| VT VANGUARD INTL EQUITY INDEX F | 0.00% | $711,170 |
| TIGO MILLICOM INTL CELLULAR S A | 0.00% | $702,675 |
| EVER EVERQUOTE INC | 0.00% | $696,529 |
| HIMS HIMS & HERS HEALTH INC | 0.00% | $695,358 |
| NTNX NUTANIX INC | 0.00% | $688,801 |
| VIST VISTA ENERGY S.A.B. DE C.V. | 0.00% | $672,304 |
| PLNT PLANET FITNESS INC | 0.00% | $637,070 |
| NYAX NAYAX LTD | 0.00% | $635,111 |
| XERS XERIS BIOPHARMA HOLDINGS INC | 0.00% | $621,082 |
| ADT ADT INC DEL | 0.00% | $617,683 |