13F filing recap · Q1 2025
What did Polen Capital Management buy in Q1 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Polen account, including accounts that belong to no fund below.
Stock value
$31.85B
Positions
117
Estimated turnover
22.5%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Polen Capital Management opened a new position in Starbucks and added smaller new stakes in Saia, Manhattan Associates, Comfort Systems USA, and Wingstop. The firm exited Alarm.com, Align Technology, Booz Allen Hamilton, Topgolf Callaway Brands, Charles River Laboratories, Etsy, Ferguson Enterprises, Fox Factory, KB Financial, Kaspi.kz, Unilever, Yeti, Copa Holdings, and an iShares Trust position. Among existing holdings, it substantially increased Eli Lilly, Aon, Willis Towers Watson, MercadoLibre, and Bio-Techne, while substantially reducing Netflix, ServiceNow, Apple, and Novo Nordisk.