What Polen Capital Bought in Q1 2025
Polen Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$31.85B
Total Value
117
Holdings
0
New Buys
0
Reduced
In Q1 2025, Polen Capital reported 117 long equity positions worth $31.85B in their Polen Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 17747395 | $3.38B | 10.60% | — |
| 2 | MSFT | MICROSOFT CORP | 5941106 | $2.23B | 7.00% | — |
| 3 | V | VISA INC | 6023710 | $2.11B | 6.63% | — |
| 4 | ORCL | ORACLE CORP | 12609101 | $1.76B | 5.54% | — |
| 5 | MA | MASTERCARD INCORPORATED | 3211209 | $1.76B | 5.53% | — |
| 6 | ABT | ABBOTT LABS | 11385577 | $1.51B | 4.74% | — |
| 7 | SHOP | SHOPIFY INC | 15270075 | $1.46B | 4.58% | — |
| 8 | LLY | ELI LILLY & CO | 1754571 | $1.45B | 4.55% | — |
| 9 | ZTS | ZOETIS INC | 8796847 | $1.45B | 4.55% | — |
| 10 | AON | AON PLC | 3007719 | $1.20B | 3.77% | — |
| 11 | GOOG | ALPHABET INC | 7434428 | $1.16B | 3.65% | — |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | 2322482 | $1.16B | 3.63% | — |
| 13 | ADBE | ADOBE INC | 2818625 | $1.08B | 3.39% | — |
| 14 | MSCI | MSCI INC | 1868138 | $1.06B | 3.32% | — |
| 15 | ACN | ACCENTURE PLC IRELAND | 3208478 | $1.00B | 3.14% | — |
| 16 | ABNB | AIRBNB INC | 7726604 | $923.0M | 2.90% | — |
| 17 | WDAY | WORKDAY INC | 3944506 | $921.2M | 2.89% | — |
| 18 | NFLX | NETFLIX INC | 888072 | $828.2M | 2.60% | — |
| 19 | NOW | SERVICENOW INC | 949728 | $756.1M | 2.37% | — |
| 20 | PAYC | PAYCOM SOFTWARE INC | 3097854 | $676.8M | 2.13% | — |
| 21 | AAPL | APPLE INC | 2681114 | $595.6M | 1.87% | — |
| 22 | UNH | UNITEDHEALTH GROUP INC | 1037575 | $543.4M | 1.71% | — |
| 23 | CSGP | COSTAR GROUP INC | 6601800 | $523.1M | 1.64% | — |
| 24 | SBUX | STARBUCKS CORP | 5133440 | $503.5M | 1.58% | — |
| 25 | IT | GARTNER INC | 835522 | $350.7M | 1.10% | — |
| 26 | SAP | SAP SE | 542699 | $145.7M | 0.46% | — |
| 27 | IWF | ISHARES TR | 385522 | $139.2M | 0.44% | — |
| 28 | MELI | MERCADOLIBRE INC | 68534 | $133.7M | 0.42% | — |
| 29 | WTW | WILLIS TOWERS WATSON PLC LTD | 366539 | $123.9M | 0.39% | — |
| 30 | ICLR | ICON PLC | 635052 | $111.1M | 0.35% | — |
| 31 | GOOGL | ALPHABET INC | 610910 | $94.5M | 0.30% | — |
| 32 | GLOB | GLOBANT S A | 774418 | $91.2M | 0.29% | — |
| 33 | NVO | NOVO-NORDISK A S | 1001906 | $69.6M | 0.22% | — |
| 34 | MDT | MEDTRONIC PLC | 629483 | $56.6M | 0.18% | — |
| 35 | ADP | AUTOMATIC DATA PROCESSING IN | 166526 | $50.9M | 0.16% | — |
| 36 | ACWI | ISHARES TR | 384795 | $44.8M | 0.14% | — |
| 37 | HDB | HDFC BANK LTD | 651063 | $43.3M | 0.14% | — |
| 38 | ASML | ASML HOLDING N V | 52677 | $34.9M | 0.11% | — |
| 39 | NU | NU HLDGS LTD | 2969781 | $30.4M | 0.10% | — |
| 40 | TME | TENCENT MUSIC ENTMT GROUP | 1978769 | $28.5M | 0.09% | — |
| 41 | SPOT | SPOTIFY TECHNOLOGY S A | 38749 | $21.3M | 0.07% | — |
| 42 | MNDY | MONDAY COM LTD | 71261 | $17.3M | 0.05% | — |
| 43 | EXLS | EXLSERVICE HOLDINGS INC | 260017 | $12.3M | 0.04% | — |
| 44 | ONON | ON HLDG AG | 238933 | $10.5M | 0.03% | — |
| 45 | PDD | PDD HOLDINGS INC | 66193 | $7.8M | 0.02% | — |
| 46 | HLNE | HAMILTON LANE INC | 52320 | $7.8M | 0.02% | — |
| 47 | MEDP | MEDPACE HLDGS INC | 24466 | $7.5M | 0.02% | — |
| 48 | GSHD | GOOSEHEAD INS INC | 61317 | $7.2M | 0.02% | — |
| 49 | NSIT | INSIGHT ENTERPRISES INC | 42133 | $6.3M | 0.02% | — |
| 50 | CNM | CORE & MAIN INC | 124953 | $6.0M | 0.02% | — |
| 51 | PCTY | PAYLOCITY HLDG CORP | 31338 | $5.9M | 0.02% | — |
| 52 | PGNY | PROGYNY INC | 261506 | $5.8M | 0.02% | — |
| 53 | RMBS | RAMBUS INC DEL | 109117 | $5.6M | 0.02% | — |
| 54 | VUG | VANGUARD INDEX FDS | 14589 | $5.4M | 0.02% | — |
| 55 | LVS | LAS VEGAS SANDS CORP | 139619 | $5.4M | 0.02% | — |
| 56 | DLO | DLOCAL LTD | 627551 | $5.2M | 0.02% | — |
| 57 | HLI | HOULIHAN LOKEY INC | 32295 | $5.2M | 0.02% | — |
| 58 | FSV | FIRSTSERVICE CORP NEW | 29648 | $4.9M | 0.02% | — |
| 59 | CCC | CCC INTELLIGENT SOLUTIONS HL | 544653 | $4.9M | 0.02% | — |
| 60 | AIT | APPLIED INDL TECHNOLOGIES IN | 21160 | $4.8M | 0.01% | — |
| 61 | TREX | TREX CO INC | 78742 | $4.6M | 0.01% | — |
| 62 | YUMC | YUM CHINA HLDGS INC | 86045 | $4.5M | 0.01% | — |
| 63 | ELF | E L F BEAUTY INC | 69325 | $4.4M | 0.01% | — |
| 64 | GNRC | GENERAC HLDGS INC | 33409 | $4.2M | 0.01% | — |
| 65 | BROS | DUTCH BROS INC | 68124 | $4.2M | 0.01% | — |
| 66 | RGEN | REPLIGEN CORP | 30902 | $3.9M | 0.01% | — |
| 67 | AAON | AAON INC | 49466 | $3.9M | 0.01% | — |
| 68 | CATH | GLOBAL X FDS | 53317 | $3.6M | 0.01% | — |
| 69 | RVLV | REVOLVE GROUP INC | 160282 | $3.4M | 0.01% | — |
| 70 | CWAN | CLEARWATER ANALYTICS HLDGS I | 124892 | $3.3M | 0.01% | — |
| 71 | ACWX | ISHARES TR | 58768 | $3.3M | 0.01% | — |
| 72 | WSC | WILLSCOT HLDGS CORP | 116917 | $3.3M | 0.01% | — |
| 73 | BDC | BELDEN INC | 30665 | $3.1M | 0.01% | — |
| 74 | FN | FABRINET | 15249 | $3.0M | 0.01% | — |
| 75 | EPAM | EPAM SYS INC | 16512 | $2.8M | 0.01% | — |
| 76 | TECH | BIO-TECHNE CORP | 46314 | $2.7M | 0.01% | — |
| 77 | IBP | INSTALLED BLDG PRODS INC | 15650 | $2.7M | 0.01% | — |
| 78 | WRBY | WARBY PARKER INC | 147071 | $2.7M | 0.01% | — |
| 79 | BL | BLACKLINE INC | 55099 | $2.7M | 0.01% | — |
| 80 | SITE | SITEONE LANDSCAPE SUPPLY INC | 21338 | $2.6M | 0.01% | — |
| 81 | ROAD | CONSTRUCTION PARTNERS INC | 34795 | $2.5M | 0.01% | — |
| 82 | SGOV | ISHARES TR | 23299 | $2.3M | 0.01% | — |
| 83 | CRM | SALESFORCE INC | 8257 | $2.2M | 0.01% | — |
| 84 | QLYS | QUALYS INC | 16742 | $2.1M | 0.01% | — |
| 85 | KNSL | KINSALE CAP GROUP INC | 4262 | $2.1M | 0.01% | — |
| 86 | EEM | iShares MSCI Emerging Markets ETF | 10362 | $2.1M | 0.01% | — |
| 87 | POOL | POOL CORP | 5617 | $1.8M | 0.01% | — |
| 88 | BLD | TOPBUILD CORP | 4931 | $1.5M | 0.00% | — |
| 89 | VT | VANGUARD INTL EQUITY INDEX F | 10959 | $1.3M | 0.00% | — |
| 90 | DT | DYNATRACE INC | 26718 | $1.3M | 0.00% | — |
| 91 | SKIL | SKILLSOFT CORP | 57172 | $1.1M | 0.00% | — |
| 92 | MORN | MORNINGSTAR INC | 3534 | $1.1M | 0.00% | — |
| 93 | OLLI | OLLIES BARGAIN OUTLET HLDGS | 8998 | $1.0M | 0.00% | — |
| 94 | ENTG | ENTEGRIS INC | 11539 | $1.0M | 0.00% | — |
| 95 | LGIH | LGI HOMES INC | 14523 | $965K | 0.00% | — |
| 96 | CIGI | COLLIERS INTL GROUP INC | 7933 | $962K | 0.00% | — |
| 97 | AMN | AMN HEALTHCARE SVCS INC | 38564 | $943K | 0.00% | — |
| 98 | MKTX | MARKETAXESS HLDGS INC | 4046 | $875K | 0.00% | — |
| 99 | SAIA | SAIA INC | 2464 | $861K | 0.00% | — |
| 100 | SPY | SPDR S&P 500 ETF | 1448 | $810K | 0.00% | — |
| 101 | BWMN | BOWMAN CONSULTING GROUP LTD | 35417 | $773K | 0.00% | — |
| 102 | BSY | BENTLEY SYS INC | 19464 | $766K | 0.00% | — |
| 103 | FND | FLOOR & DECOR HLDGS INC | 8924 | $718K | 0.00% | — |
| 104 | ADSK | AUTODESK INC | 2455 | $643K | 0.00% | — |
| 105 | BIL | SPDR SER TR | 5242 | $481K | 0.00% | — |
| 106 | NTES | NETEASE INC | 4321 | $445K | 0.00% | — |
| 107 | P | PURE STORAGE INC | 9597 | $425K | 0.00% | — |
| 108 | TTEK | TETRA TECH INC NEW | 14061 | $411K | 0.00% | — |
| 109 | NKE | NIKE INC | 6209 | $394K | 0.00% | — |
| 110 | IWO | ISHARES TR | 1528 | $391K | 0.00% | — |
| 111 | MANH | MANHATTAN ASSOCIATES INC | 2226 | $385K | 0.00% | — |
| 112 | FIX | COMFORT SYS USA INC | 1166 | $376K | 0.00% | — |
| 113 | WING | WINGSTOP INC | 1476 | $333K | 0.00% | — |
| 114 | PYPL | PAYPAL HLDGS INC | 4943 | $323K | 0.00% | — |
| 115 | IOO | ISHARES TR | 2474 | $306K | 0.00% | — |
| 116 | KARO | KAROOOOO LTD | 6899 | $293K | 0.00% | — |
| 117 | CLBT | CELLEBRITE DI LTD | 14849 | $289K | 0.00% | — |