POLEN CAPITAL MANAGEMENT LLC Portfolio Holdings
Q3 2025•232 long positions•$30.8B portfolio value
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Holding292 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $2.6B 8.48% | -$757.8M Sold | 0.326% 9.3M shares | 12.0M → 9.3M −$757.8M | -22.49% | $801.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $2.6B 8.44% | -$210.3M Sold | 0.068% 5.0M shares | 5.4M → 5.0M −$210.3M | -7.48% | $3.85T Mega Cap | Q3 2017 Held for 8y 2m | |
Specialty Retail Consumer Cyclical | $2.5B 8.02% | -$587.4M Sold | 0.105% 11.2M shares | 13.9M → 11.2M −$587.4M | -19.22% | $2.34T Mega Cap | Q1 2021 Held for 4y 8m | |
Software - Application Technology | $1.6B 5.34% | -$539.3M Sold | 0.851% 11.1M shares | 14.7M → 11.1M −$539.3M | -24.71% | $193.14B Large Cap | Q2 2021 Held for 4y 5m | |
Financial - Credit Services Financial Services | $1.6B 5.06% | -$142.7M Sold | 0.303% 2.7M shares | 3.0M → 2.7M −$142.7M | -8.38% | $514.21B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $1.5B 4.81% | -$433.9M Sold | 0.224% 4.3M shares | 5.6M → 4.3M −$433.9M | -22.65% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $1.5B 4.8% | +$1.5B New | 0.095% 4.5M shares | 0 → 4.5M +$1.5B | New | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.2B 4.02% | -$87.7M Sold | 0.181% 1.6M shares | 1.7M → 1.6M −$87.7M | -6.61% | $684.00B Mega Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $1.2B 3.81% | +$1.2B Bought | 0.026% 6.3M shares | 17.0K → 6.3M +$1.2B | +36,850.09% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $1.1B 3.67% | -$468.1M Sold | 0.038% 4.6M shares | 6.6M → 4.6M −$468.1M | -29.29% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Drug Manufacturers - Specialty & Generic Healthcare | $1.1B 3.57% | -$132.3M Sold | 1.7% 7.5M shares | 8.4M → 7.5M −$132.3M | -10.74% | $64.8B Large Cap | Q4 2017 Held for 7y 11m | |
Software - Application Technology | $1.0B 3.36% | -$48.6M Sold | 0.542% 1.1M shares | 1.2M → 1.1M −$48.6M | -4.49% | $190.98B Large Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $993.9M 3.23% | -$435.2M Sold | 0.426% 7.4M shares | 10.7M → 7.4M −$435.2M | -30.45% | $233.12B Mega Cap | Q3 2019 Held for 6y 2m | |
Financial - Data & Stock Exchanges Financial Services | $898.7M 2.92% | -$89.3M Sold | 2.05% 1.6M shares | 1.7M → 1.6M −$89.3M | -9.04% | $43.9B Large Cap | Q3 2023 Held for 2y 2m | |
Insurance - Brokers Financial Services | $887.9M 2.88% | -$91.1M Sold | 1.15% 2.5M shares | 2.7M → 2.5M −$91.1M | -9.3% | $76.9B Large Cap | Q3 2020 Held for 5y 2m | |
Restaurants Consumer Cyclical | $751.3M 2.44% | -$66.6M Sold | 0.781% 8.9M shares | 9.7M → 8.9M −$66.6M | -8.14% | $96.2B Large Cap | Q1 2025 Held for 8 months | |
Medical - Diagnostics & Research Healthcare | $720.1M 2.34% | -$43.6M Sold | 1.41% 1.1M shares | 1.2M → 1.1M −$43.6M | -5.71% | $51.1B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $655.1M 2.13% | -$529.0M Sold | 0.444% 1.9M shares | 3.4M → 1.9M −$529.0M | -44.67% | $147.66B Large Cap | Q1 2015 Held for 10y 8m | |
Information Technology Services Technology | $607.1M 1.97% | -$119.7M Sold | 0.396% 2.5M shares | 2.9M → 2.5M −$119.7M | -16.47% | $153.39B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $574.1M 1.86% | -$403.3M Sold | 0.113% 478.9K shares | 815.2K → 478.9K −$403.3M | -41.26% | $509.45B Mega Cap | Q1 2021 Held for 4y 8m | |
Software - Application Technology | $548.7M 1.78% | -$54.1M Sold | 4.69% 2.6M shares | 2.9M → 2.6M −$54.1M | -8.98% | $11.7B Large Cap | Q2 2021 Held for 4y 5m | |
Medical - Devices Healthcare | $546.6M 1.77% | +$546.6M New | 0.378% 5.6M shares | 0 → 5.6M +$546.6M | New | $144.66B Large Cap | Q3 2025 Held for 2 months | |
Real Estate - Services Real Estate | $538.4M 1.75% | -$45.8M Sold | 1.51% 6.4M shares | 6.9M → 6.4M −$45.8M | -7.84% | $35.7B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $515.5M 1.67% | +$515.5M New | 0.562% 1.0M shares | 0 → 1.0M +$515.5M | New | $91.6B Large Cap | Q3 2025 Held for 2 months | |
Travel Services Consumer Cyclical | $482.6M 1.57% | -$410.4M Sold | 0.649% 4.0M shares | 7.4M → 4.0M −$410.4M | -45.96% | $74.3B Large Cap | Q3 2021 Held for 4y 2m | |
Software - Application Technology | $451.9M 1.47% | +$451.9M Bought | 0.237% 661.7K shares | — | — | $190.40B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $448.3M 1.46% | -$411.6M Sold | 0.697% 1.9M shares | 3.6M → 1.9M −$411.6M | -47.86% | $64.3B Large Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $447.8M 1.45% | +$446.0M Bought | 0.219% 4.6M shares | 18.5K → 4.6M +$446.0M | +24,571.56% | $204.31B Mega Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $115.7M 0.376% | -$29.6M Sold | 0.098% 49.5K shares | 62.2K → 49.5K −$29.6M | -20.38% | $118.48B Large Cap | Q2 2021 Held for 4y 5m | |
Internet Content & Information Communication Services | $115.1M 0.374% | -$35.6M Sold | 0.004% 473.4K shares | 620.0K → 473.4K −$35.6M | -23.64% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $106.7M 0.347% | +$1.1M Bought | — 227.9K shares | 225.6K → 227.9K +$1.1M | +0.99% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $92.2M 0.299% | -$37.8M Sold | — 345.0K shares | 486.5K → 345.0K −$37.8M | -29.09% | — — | Q4 2022 Held for 2y 11m | |
Medical - Diagnostics & Research Healthcare | $77.6M 0.252% | -$17.0M Sold | 0.57% 443.5K shares | 540.4K → 443.5K −$17.0M | -17.94% | $13.6B Large Cap | Q2 2017 Held for 8y 5m | |
Insurance - Brokers Financial Services | $75.9M 0.247% | -$32.6M Sold | 0.225% 219.8K shares | 314.1K → 219.8K −$32.6M | -30.02% | $33.7B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $55.5M 0.18% | +$55.5M Bought | 0.03% 114.5K shares | 2.2M → 114.5K −$1.0B | -94.77% | $183.15B Large Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $49.5M 0.161% | +$49.5M Bought | — 177.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $26.3M 0.085% | +$14.1M Bought | — 190.4K shares | 88.6K → 190.4K +$14.1M | +115.06% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $24.7M 0.08% | -$15.1M Sold | 0.032% 1.5M shares | 2.5M → 1.5M −$15.1M | -38.03% | $77.4B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $24.4M 0.079% | +$5.5M Bought | 0.244% 125.8K shares | 97.6K → 125.8K +$5.5M | +28.94% | $10.0B Mid Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $20.3M 0.066% | +$774.8K Bought | — 593.4K shares | 570.7K → 593.4K +$774.8K | +3.97% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $19.2M 0.062% | -$23.9M Sold | — 19.8K shares | 44.5K → 19.8K −$23.9M | -55.54% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $16.2M 0.053% | +$16.2M New | — 200.0K shares | 0 → 200.0K +$16.2M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $13.1M 0.043% | -$10.0M Sold | — 561.4K shares | 991.9K → 561.4K −$10.0M | -43.4% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $12.6M 0.041% | -$2.4M Sold | — 70.2K shares | 83.9K → 70.2K −$2.4M | -16.32% | — — | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $11.9M 0.039% | -$10.5M Sold | 0.01% 125.0K shares | 234.9K → 125.0K −$10.5M | -46.8% | $122.16B Large Cap | Q4 2017 Held for 7y 11m | |
Electrical Equipment & Parts Industrials | $11.1M 0.036% | +$5.3M Bought | 0.056% 131.4K shares | 68.3K → 131.4K +$5.3M | +92.33% | $19.8B Large Cap | Q2 2025 Held for 5 months | |
Apparel - Retail Consumer Cyclical | $10.9M 0.036% | -$9.8M Sold | 0.079% 258.4K shares | 489.8K → 258.4K −$9.8M | -47.25% | $13.8B Large Cap | Q3 2024 Held for 1y 2m | |
Engineering & Construction Industrials | $10.1M 0.033% | -$2.0M Sold | 0.272% 37.5K shares | 44.8K → 37.5K −$2.0M | -16.26% | $3.7B Mid Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $10.0M 0.032% | +$1.3M Bought | 0.238% 699.4K shares | 605.9K → 699.4K +$1.3M | +15.43% | $4.2B Mid Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.5M 0.028% | +$8.5M New | — 44.8K shares | 0 → 44.8K +$8.5M | New | — — | Q3 2025 Held for 2 months |
