Polen Capital Management Portfolio - Jun 30, 2025

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Polen Capital Management, David M. Polen, has built a diversified portfolio of 240 publicly traded holdings with a total market value of $32.6B as of Jun 30, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a diversified approach to stock selection, with the top holding representing 9.4% of the total portfolio value. The top 5 holdings account for 37.0% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

240
Total Holdings
$32.6B
Portfolio Value
Jun 30, 2025
Latest Filing
9.4%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in AMAZON COM INC (AMZN) represents 9.4% of the total portfolio, valued at $3.1B.

Rank Symbol Company Value Portfolio % Change
1 AMZN AMAZON COM INC $3.1B 9.4% -21.6%
2 MSFT MICROSOFT CORP $2.7B 8.3% -8.7%
3 ORCL ORACLE CORP $2.6B 8.0% -5.0%
4 V VISA INC $2.0B 6.1% -6.8%
5 SHOP SHOPIFY INC $1.7B 5.2% -3.8%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 200 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
AMZN Amazon.com, Inc. -3,825,555 Jun 30, 2025 SELL
AAPL Apple Inc. -2,672,588 Jun 30, 2025 SELL
IDXX IDEXX Laboratories, Inc. +1,195,425 Jun 30, 2025 BUY
GOOG Alphabet Inc. -872,163 Jun 30, 2025 SELL
NVO Novo Nordisk A/S -823,237 Jun 30, 2025 SELL
ABT Abbott Laboratories -716,079 Jun 30, 2025 SELL
ORCL Oracle Corporation -625,897 Jun 30, 2025 SELL
ADBE Adobe Inc. +538,156 Jun 30, 2025 BUY
MSFT Microsoft Corporation -514,983 Jun 30, 2025 SELL
CCCS CCC Intelligent Solutions Holdi -503,155 Jun 30, 2025 SELL

Investment Strategy Insights

Polen Capital Management's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a diversified investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in AMAZON COM INC (AMZN) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a decrease of 21.6% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 200 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 240 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Polen Capital Management's portfolio as of Jun 30, 2025 reflects a strategic approach to equity investing with 240 holdings valued at $32.6B. The concentrated position in AMAZON COM INC and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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