Polen Capital Management LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 232 |
| Portfolio value: | $30.8B |
Viewing historical Q3 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| ORCL · Oracle Corp. | 8.48 | Reduce 22.49% | 9,288,638 | $281.24 | $2,612,336,546 | $195.95 | -30.33% | $134.57 | $345.72 |
| MSFT · Microsoft Corp. | 8.44 | Reduce 7.48% | 5,020,158 | $517.95 | $2,600,190,996 | $415.06 | -19.86% | $356.28 | $555.45 |
| AMZN · Amazon Com Inc. | 8.02 | Reduce 19.22% | 11,246,528 | $219.57 | $2,469,400,230 | $272.68 | +24.19% | $196.00 | $278.56 |
| SHOP · Shopify Inc. | 5.34 | Reduce 24.71% | 11,060,906 | $148.61 | $1,643,761,194 | $110.50 | -25.64% | $99.01 | $182.19 |
| MA · Mastercard Inc. | 5.06 | Reduce 8.38% | 2,741,243 | $568.81 | $1,559,246,649 | $495.48 | -12.89% | $480.50 | $601.77 |
| V · Visa, Inc. | 4.81 | Reduce 22.65% | 4,340,224 | $341.38 | $1,481,665,609 | $318.79 | -6.62% | $293.89 | $375.51 |
| AVGO · Broadcom Inc. | 4.80 | New | 4,485,854 | $329.91 | $1,479,928,108 | $430.00 | +30.34% | $215.88 | $437.68 |
| LLY · Eli Lilly & Co. | 4.02 | Reduce 6.61% | 1,622,967 | $763.00 | $1,238,323,946 | $948.45 | +24.31% | $623.78 | $1133.95 |
| NVDA · Nvidia Corp. | 3.81 | Add 36850.09% | 6,297,034 | $186.58 | $1,174,900,577 | $215.22 | +15.35% | $120.28 | $217.80 |
| GOOG · Alphabet Inc. | 3.67 | Reduce 29.29% | 4,640,242 | $243.55 | $1,130,130,861 | $400.71 | +64.53% | $156.16 | $402.00 |
| ZTS · Zoetis Inc. | 3.57 | Reduce 10.74% | 7,516,911 | $146.32 | $1,099,874,442 | $82.83 | -43.39% | $81.10 | $172.23 |
| NOW · Servicenow Inc. | 3.36 | Reduce 4.49% | 1,124,076 | $920.28 | $1,034,464,284 | $91.18 | -90.09% | $81.24 | $211.48 |
| ABT · Abbott Labs | 3.23 | Reduce 30.45% | 7,420,604 | $133.94 | $993,915,673 | $84.32 | -37.05% | $84.08 | $139.06 |
| MSCI · Msci Inc. | 2.92 | Reduce 9.04% | 1,583,939 | $567.41 | $898,742,807 | $585.42 | +3.17% | $501.08 | $626.28 |
| AON · Aon Plc | 2.88 | Reduce 9.30% | 2,490,167 | $356.58 | $887,943,817 | $312.79 | -12.28% | $304.59 | $381.00 |
| SBUX · Starbucks Corp. | 2.44 | Reduce 8.14% | 8,881,141 | $84.60 | $751,344,526 | $104.93 | +24.03% | $77.99 | $107.55 |
| IDXX · Idexx Labs Inc. | 2.34 | Reduce 5.71% | 1,127,147 | $638.89 | $720,123,065 | $560.11 | -12.33% | $496.61 | $769.98 |
| ADBE · Adobe Inc. | 2.13 | Reduce 44.67% | 1,857,198 | $352.75 | $655,126,570 | $253.04 | -28.27% | $224.13 | $422.95 |
| G1151C101 · Accenture Plc Ireland | 1.97 | Reduce 16.47% | 2,461,759 | $246.60 | $607,069,774 | — | — | — | — |
| NFLX · Netflix Inc. | 1.86 | Reduce 41.26% | 478,880 | $1198.92 | $574,138,871 | $87.48 | -92.70% | $75.01 | $134.12 |
| PAYC · Paycom Software Inc. | 1.78 | Reduce 8.98% | 2,636,423 | $208.14 | $548,745,065 | $136.87 | -34.24% | $104.90 | $267.76 |
| BSX · Boston Scientific Corp. | 1.77 | New | 5,598,286 | $97.63 | $546,560,636 | $53.93 | -44.76% | $53.63 | $109.50 |
| CSGP · Costar Group Inc. | 1.75 | Reduce 7.84% | 6,380,909 | $84.37 | $538,357,326 | $32.77 | -61.16% | $32.71 | $97.43 |
| SNPS · Synopsys Inc. | 1.67 | New | 1,044,800 | $493.39 | $515,493,626 | $516.48 | +4.68% | $376.18 | $651.73 |
| ABNB · Airbnb Inc. | 1.57 | Reduce 45.96% | 3,974,571 | $121.42 | $482,592,464 | $141.49 | +16.53% | $110.81 | $147.25 |
| INTU · Intuit | 1.47 | New | 661,727 | $682.91 | $451,899,818 | $396.31 | -41.97% | $342.11 | $813.70 |
| WDAY · Workday Inc. | 1.46 | Reduce 47.86% | 1,862,271 | $240.73 | $448,304,542 | $127.83 | -46.90% | $110.36 | $276.00 |
| UBER · Uber Technologies Inc. | 1.45 | Add 24571.56% | 4,570,653 | $97.97 | $447,786,864 | $75.45 | -22.99% | $68.46 | $101.99 |
| MELI · Mercadolibre Inc. | 0.38 | Reduce 20.38% | 49,515 | $2336.95 | $115,713,979 | $1632.52 | -30.14% | $1593.21 | $2645.22 |
| GOOGL · Alphabet Inc. | 0.37 | Reduce 23.64% | 473,431 | $243.10 | $115,091,124 | $400.71 | +64.83% | $156.16 | $402.00 |
| 464287614 · Ishares Tr | 0.35 | Add 0.99% | 227,851 | $468.41 | $106,727,454 | — | — | — | — |
| SAP · Sap Se | 0.30 | Reduce 29.09% | 344,952 | $267.21 | $92,174,642 | $173.70 | -34.99% | $160.66 | $313.28 |
| ICLR · Icon Plc | 0.25 | Reduce 17.94% | 443,461 | $175.00 | $77,605,716 | $124.49 | -28.86% | $66.57 | $211.00 |
| WTW · Willis Towers Watson Plc Ltd. | 0.25 | Reduce 30.02% | 219,784 | $345.45 | $75,924,342 | $256.36 | -25.79% | $246.61 | $352.79 |
| TMO · Thermo Fisher Scientific Inc. | 0.18 | Reduce 94.77% | 114,513 | $485.02 | $55,541,018 | $465.00 | -4.13% | $385.46 | $643.99 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 0.16 | New | 177,059 | $279.29 | $49,450,793 | $411.68 | +47.40% | $184.61 | $420.00 |
| 464288257 · Ishares Tr | 0.09 | Add 115.06% | 190,449 | $138.24 | $26,327,707 | — | — | — | — |
| NU · Nu Hldgs Ltd. | 0.08 | Reduce 38.03% | 1,541,162 | $16.01 | $24,674,004 | $13.80 | -13.80% | $11.71 | $18.98 |
| MNDY · Monday Com Ltd. | 0.08 | Add 28.94% | 125,811 | $193.69 | $24,368,286 | $72.07 | -62.79% | $57.50 | $316.98 |
| HDB · Hdfc Bank Ltd. | 0.07 | Add 3.97% | 593,360 | $34.16 | $20,269,165 | $25.02 | -26.76% | $23.91 | $39.80 |
| ASML · Asml Holding N.V. | 0.06 | Reduce 55.54% | 19,797 | $968.09 | $19,165,330 | $1592.02 | +64.45% | $683.48 | $1595.31 |
| 464288513 · Ishares Tr | 0.05 | New | 200,000 | $81.19 | $16,238,000 | — | — | — | — |
| TME · Tencent Music Entmt Group | 0.04 | Reduce 43.40% | 561,433 | $23.34 | $13,103,846 | $9.24 | -60.41% | $8.78 | $26.70 |
| SE · Sea Ltd. | 0.04 | Reduce 16.32% | 70,233 | $178.73 | $12,552,732 | $86.73 | -51.47% | $77.05 | $199.30 |
| MDT · Medtronic Plc | 0.04 | Reduce 46.80% | 124,956 | $95.24 | $11,900,775 | $76.15 | -20.04% | $75.91 | $106.33 |
| BE · Bloom Energy Corp. | 0.04 | Add 92.33% | 131,390 | $84.57 | $11,111,652 | $261.03 | +208.66% | $17.01 | $302.99 |
| H5919C104 · On Hldg Ag | 0.04 | Reduce 47.25% | 258,374 | $42.35 | $10,942,155 | — | — | — | — |
| AGX · Argan Inc. | 0.03 | Reduce 16.26% | 37,533 | $270.05 | $10,135,787 | $680.26 | +151.90% | $169.79 | $742.30 |
| DLO · Dlocal Ltd. | 0.03 | Add 15.43% | 699,379 | $14.28 | $9,987,132 | $13.70 | -4.06% | $9.21 | $16.78 |
| 46137V357 · Invesco Exchange Traded Fd T | 0.03 | New | 44,774 | $189.70 | $8,493,628 | — | — | — | — |
| PDD · Pdd Holdings Inc. | 0.03 | Reduce 1.60% | 63,283 | $132.17 | $8,364,114 | $98.78 | -25.26% | $95.24 | $139.41 |
| V5633W109 · Makemytrip Limited Mauritius | 0.03 | Reduce 16.84% | 87,289 | $93.60 | $8,170,212 | — | — | — | — |
| GLOB · Globant S A | 0.03 | Reduce 50.51% | 135,108 | $57.38 | $7,752,498 | $39.23 | -31.63% | $38.49 | $142.25 |
| SPOT · Spotify Technology S A | 0.03 | Reduce 62.39% | 11,075 | $697.98 | $7,730,097 | $417.83 | -40.14% | $405.00 | $785.00 |
| WGS · Genedx Holdings Corp. | 0.02 | Reduce 15.82% | 68,169 | $107.74 | $7,344,528 | $40.77 | -62.16% | $32.21 | $170.87 |
| VIST · Vista Energy S.A.B. De C.V. | 0.02 | Add 1400.33% | 210,976 | $34.40 | $7,257,574 | $65.21 | +89.56% | $31.63 | $79.20 |
| POWL · Powell Inds Inc. | 0.02 | Reduce 7.21% | 23,357 | $304.81 | $7,119,447 | $309.39 | +1.50% | $54.75 | $325.94 |
| IBN · Icici Bank Limited | 0.02 | Reduce 55.19% | 224,267 | $30.23 | $6,779,583 | $26.49 | -12.37% | $25.08 | $34.57 |
| BWXT · Bwx Technologies Inc. | 0.02 | Reduce 10.45% | 36,748 | $184.37 | $6,775,229 | $205.33 | +11.37% | $105.07 | $241.82 |
| METC · Ramaco Res Inc. | 0.02 | Add 193.11% | 182,332 | $33.19 | $6,051,599 | $14.81 | -55.38% | $8.21 | $57.80 |
| VSEC · Vse Corp. | 0.02 | Reduce 13.04% | 34,420 | $166.24 | $5,721,981 | $193.05 | +16.13% | $123.69 | $232.61 |
| 922908736 · Vanguard Index Fds | 0.02 | Reduce 9.93% | 11,625 | $479.62 | $5,575,590 | — | — | — | — |
| JOBY · Joby Aviation Inc. | 0.02 | Reduce 10.46% | 318,267 | $16.14 | $5,136,829 | $10.87 | -32.65% | $6.42 | $20.95 |
| IESC · Ies Hldgs Inc. | 0.02 | Reduce 12.13% | 12,144 | $397.65 | $4,829,062 | $666.70 | +67.66% | $235.99 | $688.51 |
| KARO · Karooooo Ltd. | 0.02 | Reduce 2.55% | 82,608 | $57.12 | $4,718,569 | $50.20 | -12.11% | $41.25 | $63.36 |
| MOD · Modine Mfg Co. | 0.02 | Add 67.94% | 32,523 | $142.16 | $4,623,470 | $273.00 | +92.04% | $86.48 | $287.30 |
| ADPT · Adaptive Biotechnologies Cor | 0.01 | Add 104.70% | 291,197 | $14.96 | $4,356,307 | $13.81 | -7.69% | $8.50 | $20.76 |
| 464288240 · Ishares Tr | 0.01 | Add 179.01% | 61,612 | $65.01 | $4,005,380 | — | — | — | — |
| CVNA · Carvana Co. | 0.01 | Reduce 10.59% | 10,456 | $377.24 | $3,944,421 | $77.94 | -79.34% | $53.44 | $97.38 |
| AAPL · Apple Inc. | 0.01 | Add 80.10% | 15,355 | $254.62 | $3,909,748 | $293.26 | +15.17% | $193.46 | $294.76 |
| TSLA · Tesla Inc. | 0.01 | Add 27.79% | 8,590 | $444.72 | $3,820,145 | $428.35 | -3.68% | $273.21 | $498.83 |
| SOFI · Sofi Technologies Inc. | 0.01 | Reduce 16.20% | 143,218 | $26.42 | $3,783,820 | $15.75 | -40.39% | $12.74 | $32.73 |
| PRCH · Porch Group Inc. | 0.01 | Add 61.03% | 217,423 | $16.78 | $3,648,358 | $10.97 | -34.62% | $6.36 | $19.44 |
| AMPX · Amprius Technologies Inc. | 0.01 | New | 339,427 | $10.52 | $3,570,772 | $16.70 | +58.75% | $2.34 | $22.80 |
| HCI · Hci Group Inc. | 0.01 | Add 30.03% | 18,168 | $191.93 | $3,486,984 | $152.24 | -20.68% | $136.37 | $210.50 |
| CCJ · Cameco Corp. | 0.01 | Reduce 15.33% | 38,622 | $83.86 | $3,238,841 | $116.75 | +39.22% | $50.03 | $135.24 |
| 337344105 · First Tr Exchange-Traded Fd | 0.01 | New | 22,529 | $141.11 | $3,179,067 | — | — | — | — |
| CECO · Ceco Environmental Corp. | 0.01 | Add 228.78% | 60,223 | $51.20 | $3,083,418 | $81.78 | +59.73% | $25.18 | $90.25 |
| SMR · Nuscale Pwr Corp. | 0.01 | Reduce 2.20% | 83,543 | $36.00 | $3,007,548 | $12.55 | -65.14% | $8.85 | $57.42 |
| PTON · Peloton Interactive Inc. | 0.01 | Add 51.32% | 324,372 | $9.00 | $2,919,348 | $5.69 | -36.78% | $3.65 | $9.20 |
| AMSC · American Superconductor Corp. | 0.01 | Add 0.15% | 47,291 | $59.39 | $2,808,612 | $55.19 | -7.07% | $22.62 | $70.49 |
| BELFA · Bel Fuse Inc. | 0.01 | Reduce 4.15% | 19,539 | $141.02 | $2,755,390 | $265.37 | +88.18% | $62.78 | $272.70 |
| W · Wayfair Inc. | 0.01 | Add 72.75% | 29,861 | $89.33 | $2,667,483 | $66.26 | -25.83% | $34.46 | $119.98 |
| 922908629 · Vanguard Index Fds | 0.01 | New | 8,690 | $293.74 | $2,552,601 | — | — | — | — |
| 37954Y889 · Global X Fds | 0.01 | Reduce 34.32% | 30,866 | $81.06 | $2,501,952 | — | — | — | — |
| DAVE · Dave Inc. | 0.01 | Reduce 1.52% | 12,429 | $199.35 | $2,477,721 | $256.33 | +28.58% | $152.21 | $287.69 |
| FSLR · First Solar Inc. | 0.01 | New | 11,214 | $220.53 | $2,473,023 | $219.95 | -0.26% | $135.50 | $285.99 |
| ATRO · Astronics Corp. | 0.01 | Add 8.44% | 53,993 | $45.61 | $2,462,621 | $75.08 | +64.61% | $27.27 | $83.96 |
| IT · Gartner Inc. | 0.01 | Reduce 98.81% | 9,284 | $262.88 | $2,440,567 | $158.65 | -39.65% | $139.18 | $451.73 |
| AFRM · Affirm Hldgs Inc. | 0.01 | Add 10.22% | 33,096 | $73.08 | $2,418,656 | $64.01 | -12.41% | $42.09 | $100.00 |
| IE · Ivanhoe Electric Inc. | 0.01 | Add 64.37% | 188,274 | $12.55 | $2,362,839 | $13.90 | +10.76% | $6.53 | $21.55 |
| CORT · Corcept Therapeutics Inc. | 0.01 | Add 31.46% | 28,363 | $83.11 | $2,357,249 | — | — | — | — |
| PGY · Pagaya Technologies Ltd. | 0.01 | Add 120.02% | 75,870 | $29.69 | $2,252,580 | $15.19 | -48.84% | $10.40 | $44.99 |
| ASPI · Asp Isotopes Inc. | 0.01 | Add 32.99% | 232,913 | $9.62 | $2,240,623 | $5.38 | -44.07% | $3.92 | $14.49 |
| KTOS · Kratos Defense & Sec Solutio | 0.01 | Reduce 31.31% | 23,719 | $91.37 | $2,167,205 | $57.89 | -36.64% | $32.85 | $134.00 |
| IRMD · Iradimed Corp. | 0.01 | Add 14.34% | 28,459 | $71.16 | $2,025,142 | $86.28 | +21.25% | $50.88 | $107.90 |
| FTI · Technipfmc Plc | 0.01 | Reduce 1.28% | 50,920 | $39.45 | $2,008,794 | $70.15 | +77.82% | $28.87 | $77.78 |
| CVLT · Commvault Sys Inc. | 0.01 | Reduce 20.90% | 10,395 | $188.78 | $1,962,368 | — | — | — | — |
| HHH · Howard Hughes Holdings Inc. | 0.01 | New | 23,823 | $82.17 | $1,957,536 | $65.77 | -19.96% | $61.01 | $91.07 |
| BBIO · Bridgebio Pharma Inc. | 0.01 | Add 1.44% | 36,164 | $51.94 | $1,878,358 | $67.39 | +29.75% | $31.77 | $84.94 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
10 sectors represented
Whales with similar holdings to Polen Capital Management LLC
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