Polen Capital Management LLC - Q42025 Holdings

Polen Capital Management LLC holds 231 stocks with a total portfolio value of $ 23.42B as of Q42025. In Q42025, Polen Capital Management LLC added 56 new positions, increased stakes in 47 stocks, reduced 119 holdings, and fully exited 57 positions. The largest holding is Amazon Com Inc (AMZN), representing 8.53% of the total portfolio.