Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
POLEN CAPITAL MANAGEMENT LLC manages $23.4B across 231 positions as of Q4 2025. Top holdings: AMZN (8.5%), MSFT (8.1%), ORCL (6.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 56 new positions, 57 exits, 45 increased. No standout high-conviction moves this quarter. Portfolio: $23.4B across 231 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile