Polen Capital Management's Top Holdings and Sector Concentration
David M. Polen of Polen Capital Management has a portfolio dominated by Technology and Financial Services sectors, with notable increases in ORACLE CORP (ORCL) and decreases in AMAZON COM INC (AMZN).
Portfolio Analysis: Top Holdings and Sector Concentration
As of September 30, 2025, Polen Capital Management's portfolio features significant allocations to key sectors. The majority of the portfolio is concentrated in the Technology sector, with ORACLE CORP (ORCL) holding approximately 8.48% and MICROSOFT CORP (MSFT) at 8.44%. These two stocks dominate over $5.2 billion combined.
- Technology Sector Allocation: ORCL ($26.1 billion, -22.49%), MSFT ($26.0 billion, -7.48%)
- Consumer Cyclical Sector: AMAZON COM INC (AMZN) at 8.02% with a notable decrease of $503 million or 19.22%
- Financial Services Sector: MASTERCARD INCORPORATED (MA) and VISA INC (V) each contribute around 5% to the portfolio.
The portfolio shows a significant decrease in AMAZON COM INC (AMZN), reflecting potential market sentiment shifts. Meanwhile, ORACLE CORP (ORCL) experienced a smaller decline of $27 million or 1%, while BROADCOM INC (AVGO) saw a substantial increase of 100%.
Polen Capital Management's strategy appears to be heavily reliant on established Technology companies with a focus on stability, as seen in the consistent performance of Microsoft and Mastercard. The inclusion of AMZN highlights an emphasis on Consumer Cyclical assets, though with notable risks due to its volatility.
Notable Allocation: ORACLE CORP (ORCL) holds approximately 8.48% of the portfolio, valued at $26.1 billion as of September 30, 2025.
Performance Overview: The portfolio's total value is not explicitly provided, but based on the holdings, it appears to be a balanced mix of stable and volatile assets across key sectors.