POLEN CAPITAL MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
232
Total value ($000)
$30,802,401
Net value change ($000)
-1,784,026 (-5.5%)
New positions
52
Sold out positions
60
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 1,479,928 NEW
NVDA 1,172,209 43544.2%
BSX 546,561 NEW
SNPS 515,494 NEW
INTU 451,900 NEW
UBER 446,059 25813.6%
IDXX 78,969 12.3%
TSM 49,451 NEW
HYG 16,238 NEW
ACWI 14,939 131.2%
Top Reduces (Value $000, Stocks/ETFs)
TMO -832,558 -93.7%
ADBE -643,544 -49.6%
AMZN -584,912 -19.2%
NFLX -517,566 -47.4%
V -510,554 -25.6%
ABNB -490,667 -50.4%
ABT -457,242 -31.5%
WDAY -408,958 -47.7%
IT -312,534 -99.2%
ACN -273,806 -31.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type