Polen Capital Management LLC
CIK Number: 0001034524
Main Sectors:
Top Industries:
Filing Date: Aug 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 13.92M | -21.56% | 3.05B | 138.45 | 9.37% | Share |
| 2 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 5.43M | -8.67% | 2.7B | 190.97 | 8.28% | Share |
| 3 | ORCL | Oracle Corporat... | 286.21 | -0.89% | 11.98M | -4.96% | 2.62B | 165.24 | 8.04% | Share |
| 4 | V | Visa Inc. | 349.89 | +1.14% | 5.61M | -6.85% | 1.99B | 151.18 | 6.11% | Share |
| 5 | SHOP | Shopify Inc. | 161.14 | +6.50% | 14.69M | -3.8% | 1.69B | 68.37 | 5.20% | Share |
| 6 | MA | Mastercard Inco... | 580.37 | +0.53% | 2.99M | -6.82% | 1.68B | 248.35 | 5.16% | Share |
| 7 | ABT | Abbott Laborato... | 134.58 | +1.20% | 10.67M | -6.29% | 1.45B | 93.42 | 4.45% | Share |
| 8 | LLY | Eli Lilly and C... | 840.01 | +2.46% | 1.74M | -0.95% | 1.35B | 720.52 | 4.16% | Share |
| 9 | ZTS | Zoetis Inc. | 146.42 | -0.05% | 8.42M | -4.27% | 1.31B | 131.73 | 4.03% | Share |
| 10 | ADBE | Adobe Inc. | 346.74 | -1.35% | 3.36M | +19.09% | 1.3B | 318.34 | 3.99% | Share |
| 11 | NOW | ServiceNow, Inc... | 912.59 | +0.27% | 1.18M | +23.92% | 1.21B | 477.26 | 3.71% | Share |
| 12 | GOOG | Alphabet Inc. | 246.45 | +0.01% | 6.56M | -11.73% | 1.16B | 52.97 | 3.57% | Share |
| 13 | NFLX | Netflix, Inc. | 1153.32 | -0.79% | 815.23K | -8.2% | 1.09B | 380.07 | 3.35% | Share |
| 14 | MSCI | MSCI Inc. | 559.99 | -0.14% | 1.74M | -6.78% | 1B | 508.26 | 3.08% | Share |
| 15 | AON | Aon plc | 363.88 | +0.87% | 2.75M | -8.71% | 979.53M | 361.6 | 3.01% | Share |
| 16 | ABNB | Airbnb, Inc. | 120.22 | -1.05% | 7.35M | -4.82% | 973.26M | 168.3 | 2.99% | Share |
| 17 | TMO | Thermo Fisher S... | 543.55 | +3.54% | 2.19M | -5.69% | 888.1M | 561.3 | 2.73% | Share |
| 18 | SBUX | Starbucks Corpo... | 86.42 | -0.35% | 9.67M | +88.35% | 885.94M | 95.06 | 2.72% | Share |
| 19 | ACN | Accenture plc | 245.26 | +0.38% | 2.95M | -8.14% | 880.88M | 140.81 | 2.70% | Share |
| 20 | WDAY | Workday, Inc. | 236.48 | +1.89% | 3.57M | -9.45% | 857.26M | 231.03 | 2.63% | Share |
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