POLEN CAPITAL MANAGEMENT LLC
C.T. Fitzpatrick•CIK: 1034524•Filing: Q4 2025
Polen Capital Management LLC, led by C.T. Fitzpatrick, is known for its concentrated, high-conviction equity strategy, currently managing $23.4 billion across 231 positions. The fund has recently made notable moves by adding SPOT and IWF, up 438% and 244% respectively, while exiting positions in HYG and RSP, reflecting a focus on growth and value in tech and healthcare sectors.
Total AUM
$23.4B
+ $5.1M in options
QoQ Performance
-24.0%
Positions
221
+ 3 options
Top 10 Concentration
58.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
MSFT
ORCL
LLY
GOOG
AVGO
MA
V
AMZN8.5%
MSFT8.1%
ORCL6.0%
LLY5.7%
GOOG5.4%
AVGO5.2%
MA5.2%
V5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.6%
Other30.2%
Consumer14.0%
Financial13.0%
Healthcare7.9%
Communication0.2%
ETF0.1%
Real Estate0.0%
🚪 Exited Positionssold since Q3 2025
+68 more exited positions
Changes from Q3 2025
NEW41 new positions
↑43 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023