Polen Capital · quarter digest
What Polen Capital did in Q3 2025
Polen Capital Management filed 51 moves in Q3 2025: 11 new, 7 add, 29 trim, 4 exit.
13F filed 2025-11-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 11
Fresh money
BNBROADCOM INC
NEW·4.8% book·+23
INTUINTUIT
NEW·1.5% book·−8
TSMTAIWAN SEMICONDUCTOR MFG LTD
NEW·0.2% book·+16
BAIDUBAIDU INC
NEW·0.0% book·+1
CAVACAVA GROUP INC
NEW·0.0% book·−5
CHEWYCHEWY INC
NEW·0.0% book·+1
KOCOCA COLA CO
NEW·0.0% book·−3
HHHHOWARD HUGHES HOLDINGS INC
NEW·0.0% book·+6
METAMETA PLATFORMS INC
NEW·0.0% book·+5
PEPPEPSICO INC
NEW·0.0% book·−3
PGPROCTER AND GAMBLE CO
NEW·0.0% book·−8
Adds · 7
Adding to conviction
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Trims · 29
Taking chips off
ORCLORACLE CORP
TRIM -22%·8.5% book·+1
MSFTMICROSOFT CORP
TRIM -7%·8.4% book·+6
AMZNAMAZON COM INC
TRIM -19%·8.0% book·+6
MAMASTERCARD INCORPORATED
TRIM -8%·5.1% book·+17
VVISA INC
TRIM -23%·4.8% book·+8
LLYELI LILLY & CO
TRIM -7%·4.0% book·−9
GOOGALPHABET INC
TRIM -29%·3.7% book·0
ABTABBOTT LABS
TRIM -30%·3.2% book·−8
AONAON PLC
TRIM -9%·2.9% book·−7
MSCIMSCI INC
TRIM -9%·2.9% book·+19
SBUXSTARBUCKS CORP
TRIM -8%·2.4% book·−5
IBKRIDEXX LABS INC
TRIM -6%·2.3% book·−7
ADBEADOBE INC
TRIM -45%·2.1% book·−5
NFLXNETFLIX INC
TRIM -41%·1.9% book·+6
ABNBAIRBNB INC
TRIM -46%·1.6% book·+2
WDAYWORKDAY INC
TRIM -48%·1.5% book·−9
GOOGLALPHABET INC
TRIM -24%·0.4% book·−9
ICONICON PLC
TRIM -18%·0.3% book·−6
SAPSAP SE
TRIM -29%·0.3% book·−5
ARGANARGAN INC
TRIM -16%·0.0% book·+2
GRAILGRAIL INC
TRIM -24%·0.0% book·−5
MDTMEDTRONIC PLC
TRIM -47%·0.0% book·−8
NAYAXNAYAX LTD
TRIM -28%·0.0% book·−4
PYPLPAYPAL HLDGS INC
TRIM -10%·0.0% book·−7
CRMSALESFORCE INC
TRIM -25%·0.0% book·−8
SEASEA LTD
TRIM -16%·0.0% book·−1
SPOTSPOTIFY TECHNOLOGY S A
TRIM -62%·0.0% book·+1
UNHUNITEDHEALTH GROUP INC
TRIM -76%·0.0% book·+12
VSEVSE CORP
TRIM -13%·0.0% book·+1
Exits · 4
Closed positions
Current top holdings
Polen Capital’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.