Quarter snapshot
Polen Capital Management
- Quarter
- Q4 2025
- Filed
- 2026-02-12
- Portfolio value
- $23,415,743,562
- Positions
- 231
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | TSM | No prior filing | 0.26% |
| ≡ | ACWI | No prior filing | 0.37% |
| ≡ | MELI | No prior filing | 0.41% |
| ≡ | UBER | No prior filing | 1.24% |
| ≡ | PAYC | No prior filing | 1.25% |
| ≡ | CSGP | No prior filing | 1.4% |
| ≡ | INTU | No prior filing | 1.45% |
| ≡ | IWF | No prior filing | 1.57% |
| ≡ | BSX | No prior filing | 1.64% |
| ≡ | SNPS | No prior filing | 1.69% |
| ≡ | ABNB | No prior filing | 1.76% |
| ≡ | ADBE | No prior filing | 2.01% |
| ≡ | ISRG | No prior filing | 2.04% |
| ≡ | ABT | No prior filing | 2.12% |
| ≡ | ACN | No prior filing | 2.16% |
| ≡ | SBUX | No prior filing | 2.44% |
| ≡ | IDXX | No prior filing | 2.78% |
| ≡ | AON | No prior filing | 2.78% |
| ≡ | ZTS | No prior filing | 2.99% |
| ≡ | MSCI | No prior filing | 3.26% |
| ≡ | NOW | No prior filing | 3.72% |
| ≡ | NVDA | No prior filing | 4.24% |
| ≡ | SHOP | No prior filing | 4.95% |
| ≡ | V | No prior filing | 5.06% |
| ≡ | MA | No prior filing | 5.2% |
| ≡ | AVGO | No prior filing | 5.22% |
| ≡ | GOOGL | No prior filing | 5.38% |
| ≡ | LLY | No prior filing | 5.72% |
| ≡ | ORCL | No prior filing | 5.98% |
| ≡ | MSFT | No prior filing | 8.08% |
| ≡ | AMZN | No prior filing | 8.53% |