Polen Capital Management LLC Top Holdings and 13F Report (2025) About Polen Capital Management LLCInvestment ActivityPolen Capital Management LLC has $37.01 billion in total holdings as of December 31, 2024.Polen Capital Management LLC owns shares of 124 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.22% of the portfolio was purchased this quarter.About 14.88% of the portfolio was sold this quarter.This quarter, Polen Capital Management LLC has purchased 118 new stocks and bought additional shares in 27 stocks.Polen Capital Management LLC sold shares of 81 stocks and completely divested from 9 stocks this quarter.Largest Holdings Amazon.com $4,288,331,252Microsoft $2,702,186,554Alphabet $2,109,365,012Visa $2,079,142,753Mastercard $1,839,027,815 Largest New Holdings this Quarter CoStar Group $465,133,668 HoldingWillis Towers Watson Public $40,278,152 HoldingSpotify Technology $27,227,935 HoldingNU $23,242,364 Holdingmonday.com $12,522,089 Holding Largest Purchases this Quarter Eli Lilly and Company 805,434 shares (about $621.79M)CoStar Group 6,497,188 shares (about $465.13M)Oracle 1,955,764 shares (about $325.91M)Zoetis 1,116,541 shares (about $181.92M)iShares Russell 1000 Growth ETF 341,413 shares (about $137.10M) Largest Sales this Quarter Amazon.com 6,198,245 shares (about $1.36B)ServiceNow 589,149 shares (about $624.57M)UnitedHealth Group 870,829 shares (about $440.52M)Alphabet 1,744,739 shares (about $332.27M)Gartner 566,700 shares (about $274.55M) 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$4,288,331,252$1,359,832,985 ▼-24.1%19,546,61211.6%Retail/WholesaleMSFTMicrosoft$2,702,186,554$253,567,215 ▼-8.6%6,410,8827.3%Computer and TechnologyGOOGAlphabet$2,109,365,012$332,268,089 ▼-13.6%11,076,2715.7%Computer and TechnologyVVisa$2,079,142,753$214,593,686 ▼-9.4%6,578,7335.6%Business ServicesMAMastercard$1,839,027,815$179,501,920 ▼-8.9%3,492,4665.0%Business ServicesSHOPShopify$1,816,061,116$200,789,107 ▼-10.0%17,079,4804.9%Computer and TechnologyORCLOracle$1,787,002,544$325,908,515 ▲22.3%10,723,7314.8%Computer and TechnologyNOWServiceNow$1,732,867,253$624,568,783 ▼-26.5%1,634,5954.7%Computer and TechnologyAAPLApple$1,544,969,440$141,895,484 ▼-8.4%6,169,5134.2%Computer and TechnologyNFLXNetflix$1,540,078,082$160,442,070 ▼-9.4%1,727,8624.2%Consumer DiscretionaryABTAbbott Laboratories$1,435,180,755$141,302,330 ▼-9.0%12,688,3633.9%MedicalADBEAdobe$1,340,965,681$131,649,316 ▼-8.9%3,015,5743.6%Computer and TechnologyTMOThermo Fisher Scientific$1,280,387,702$179,786,838 ▼-12.3%2,461,1953.5%MedicalACNAccenture$1,240,625,957$132,109,791 ▼-9.6%3,526,6103.4%Computer and TechnologyMSCIMSCI$1,219,363,274$117,634,975 ▼-8.8%2,032,2383.3%FinanceZTSZoetis$1,219,236,807$181,918,026 ▲17.5%7,483,1943.3%MedicalWDAYWorkday$1,106,335,466$132,860,433 ▼-10.7%4,287,6233.0%Computer and TechnologyABNBAirbnb$1,079,784,682$126,898,696 ▼-10.5%8,216,9142.9%Consumer DiscretionaryLLYEli Lilly and Company$1,000,040,041$621,794,882 ▲164.4%1,295,3892.7%MedicalPAYCPaycom Software$650,095,213$69,533,210 ▼-9.7%3,171,6601.8%Computer and TechnologyUNHUnitedHealth Group$569,392,234$440,517,372 ▼-43.6%1,125,5931.5%MedicalNVONovo Nordisk A/S$551,022,485$38,615,327 ▼-6.5%6,405,7481.5%MedicalCSGPCoStar Group$465,133,668$465,133,668 ▲New Holding6,497,1881.3%Computer and TechnologyITGartner$437,325,983$274,548,998 ▼-38.6%902,6901.2%Business ServicesAONAON$258,351,618$22,327,894 ▼-8.0%719,3220.7%FinanceSAPSAP$246,196,312$15,873,411 ▼-6.1%999,9440.7%Computer and TechnologyGOOGLAlphabet$232,876,376$8,353,623 ▼-3.5%1,230,1970.6%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$202,243,438$137,104,714 ▲210.5%503,6190.5%ETFICLRICON Public$149,210,727$71,775,328 ▼-32.5%711,5100.4%MedicalGLOBGlobant$136,054,594$331,279 ▲0.2%634,5240.4%Computer and TechnologyMDTMedtronic$62,504,372$19,215,223 ▼-23.5%782,4780.2%MedicalMELIMercadoLibre$62,227,588$4,115,064 ▼-6.2%36,5950.2%Retail/WholesaleADPAutomatic Data Processing$52,617,861$5,387,104 ▼-9.3%179,7490.1%Business ServicesHDBHDFC Bank$49,464,671$4,116,351 ▼-7.7%774,5800.1%FinanceASMLASML$43,068,790$3,563,826 ▼-7.6%62,1410.1%Computer and TechnologyWTWWillis Towers Watson Public$40,278,152$40,278,152 ▲New Holding128,5860.1%FinanceACWIiShares MSCI ACWI ETF$37,341,573$26,634,751 ▲248.8%317,8010.1%ManufacturingSPOTSpotify Technology$27,227,935$27,227,935 ▲New Holding60,8610.1%Business ServicesNUNU$23,242,364$23,242,364 ▲New Holding2,243,4710.1%FinanceACWXiShares MSCI ACWI ex U.S. ETF$19,834,943$17,775,665 ▲863.2%380,2710.1%ManufacturingVUGVanguard Growth ETF$16,026,137$10,356,285 ▲182.7%39,0460.0%ETFONONON$15,247,057$938,485 ▼-5.8%278,3830.0%Retail/WholesaleEXLSExlService$14,178,971$282,035 ▼-2.0%319,4900.0%Business ServicesULUnilever$13,841,715$775,769 ▼-5.3%244,1220.0%Consumer StaplesMNDYmonday.com$12,522,089$12,522,089 ▲New Holding53,1860.0%Computer and TechnologyTMETencent Music Entertainment Group$12,026,312$5,451,984 ▼-31.2%1,059,5870.0%Consumer DiscretionaryRVLVRevolve Group$10,198,669$3,291,763 ▼-24.4%304,5290.0%Consumer DiscretionaryGSHDGoosehead Insurance$9,039,681$2,310,367 ▼-20.4%84,3100.0%FinanceCCCSCCC Intelligent Solutions$8,941,828$397,483 ▼-4.3%762,3040.0%Computer and TechnologyHLNEHamilton Lane$8,238,108$27,537 ▼-0.3%55,6440.0%FinanceLVSLas Vegas Sands$7,946,625$2,476,066 ▼-23.8%154,7240.0%Consumer DiscretionaryWRBYWarby Parker$7,742,879$2,289,851 ▼-22.8%319,8220.0%Consumer StaplesELFe.l.f. Beauty$7,717,934$333,084 ▼-4.1%61,4730.0%Consumer StaplesDLODLocal$7,064,074$4,052,733 ▼-36.5%627,3600.0%Business ServicesCNMCore & Main$6,910,386$594,121 ▼-7.9%135,7370.0%Industrial ProductsGNRCGenerac$6,886,654$2,090,990 ▼-23.3%44,4160.0%Industrial ProductsCRMSalesforce$6,546,952$5,392,158 ▼-45.2%19,5820.0%Computer and TechnologyPDDPDD$6,507,253$2,614,656 ▼-28.7%67,0920.0%Retail/WholesaleNSITInsight Enterprises$6,301,655$3,053,255 ▲94.0%41,4310.0%Retail/WholesaleHLIHoulihan Lokey$6,251,650$5,611,359 ▼-47.3%35,9990.0%FinanceFSVFirstService$5,932,159$838,840 ▲16.5%32,7710.0%FinanceRGENRepligen$5,837,611$744,599 ▲14.6%40,5560.0%MedicalPCTYPaylocity$5,722,626$1,068,567 ▲23.0%28,6890.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,590,481$4,498,641 ▲412.0%9,5390.0%FinanceBROSDutch Bros$5,501,118$3,183,769 ▲137.4%105,0230.0%Retail/WholesaleMEDPMedpace$5,389,833$418,283 ▲8.4%16,2230.0%MedicalRMBSRambus$5,246,822$2,278,738 ▲76.8%99,2590.0%Computer and TechnologyPGNYProgyny$4,497,214$1,749,357 ▼-28.0%260,7080.0%MedicalAITApplied Industrial Technologies$4,443,616$563,235 ▲14.5%18,5560.0%Industrial ProductsWSCWillScot Mobile Mini$4,182,050$4,182,050 ▲New Holding125,0240.0%FinanceYUMCYum China$4,142,524$6,014,362 ▼-59.2%85,9980.0%Retail/WholesaleTREXTrex$3,884,186$3,525,989 ▲984.4%56,2680.0%ConstructionCWANClearwater Analytics$3,853,603$5,474,423 ▼-58.7%140,0290.0%Computer and TechnologyBLBlackLine$3,815,181$395,305 ▼-9.4%62,7910.0%Computer and TechnologyYETIYETI$3,776,183$584,545 ▼-13.4%98,0570.0%Consumer DiscretionaryAAONAAON$3,713,569$161,337 ▼-4.2%31,5570.0%ConstructionCATHGlobal X S&P 500 Catholic Values ETF$3,373,755$504,735 ▼-13.0%47,6250.0%ManufacturingSITESiteOne Landscape Supply$3,180,943$1,034,004 ▲48.2%24,1400.0%Industrial ProductsVTVanguard Total World Stock ETF$3,147,737$2,675,706 ▲566.8%26,7940.0%ETFEPAMEPAM Systems$3,145,814$1,699,404 ▼-35.1%13,4540.0%Computer and TechnologyROADConstruction Partners$2,831,493$272,897 ▼-8.8%32,0090.0%ConstructionFNFabrinet$2,771,633$2,771,633 ▲New Holding12,6050.0%Computer and TechnologyIBPInstalled Building Products$2,760,477$387,469 ▼-12.3%15,7520.0%ConstructionBDCBelden$2,723,178$2,723,178 ▲New Holding24,1820.0%Industrial ProductsQLYSQualys$2,622,312$252,822 ▼-8.8%18,7010.0%Computer and TechnologyIWMiShares Russell 2000 ETF$2,211,143$745,518 ▼-25.2%10,0070.0%FinanceKNSLKinsale Capital Group$2,100,992$156,284 ▲8.0%4,5170.0%FinancePOOLPool$2,032,684$780,752 ▲62.4%5,9620.0%Consumer DiscretionaryTTEKTetra Tech$1,719,574$798,314 ▲86.7%43,1620.0%Industrial ProductsBLDTopBuild$1,625,195$356,484 ▲28.1%5,2200.0%ConstructionDTDynatrace$1,577,291$530,999 ▼-25.2%29,0210.0%Computer and TechnologyADSKAutodesk$1,529,285$610,354 ▼-28.5%5,1740.0%Computer and TechnologyTECHBio-Techne$1,495,343$481,377 ▼-24.4%20,7600.0%MedicalLGIHLGI Homes$1,439,329$297,700 ▼-17.1%16,1000.0%FinanceOLLIOllie's Bargain Outlet$1,382,927$549 ▼0.0%12,6030.0%Consumer StaplesSKILLSOFT CORP$1,369,841$70,347 ▼-4.9%57,1720.0%CL AMORNMorningstar$1,315,385$771,181 ▼-37.0%3,9060.0%Business ServicesALRMAlarm.com$1,304,823$5,889,244 ▼-81.9%21,4610.0%Industrial ProductsFOXFFox Factory$1,249,336$830,913 ▼-39.9%41,2730.0%Auto/Tires/TrucksBAHBooz Allen Hamilton$1,145,430$537,709 ▲88.5%8,9000.0%Business ServicesShowing largest 100 holdings. 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