N-PORT filing recap · October 2025
What did Polen Growth Fund buy in October 2025?
Reported stock-position changes between this filing and the previous one. These are Polen Growth Fund's own holdings, not the firm's.
Stock value
$5.39B
Positions
28
Estimated turnover
36.2%
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.
Period in review
Polen Growth Fund opened new positions in Broadcom, Nvidia, Synopsys, and Uber Technologies while exiting Thermo Fisher Scientific entirely. The fund trimmed Amazon, Microsoft, Oracle, Shopify, Mastercard, Visa, Eli Lilly, Alphabet, Zoetis, ServiceNow, MSCI, Abbott Laboratories, Idexx, Aon, Starbucks, Accenture, Netflix, Boston Scientific, Intuit, Paycom, and CoStar. It also substantially reduced Adobe, Airbnb, and Workday.