Here’s Polen Focus Growth Strategy’s Comment on Oracle (ORCL)

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 17.63%, and its shares gained 73.75% of their value over the last 52 weeks. On July 21, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $243.54 per share, with a market capitalization of $684.062 billion.

Polen Focus Growth Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter:

"Top relative contributors to the Portfolio’s performance included Apple (sold early in the period), Oracle Corporation (NYSE:ORCL), and Netflix. The top absolute contributors were Oracle, Microsoft, and Amazon. AI re-emerged as the dominant narrative, driving much of the market’s leadership in the second quarter. Oracle was our top owned relative contributor, up 56% in the quarter (and 76% since the market bottom on April 9) as the market embraced a meaningful acceleration in growth driven by the Oracle Cloud Infrastructure (OCI) segment. The company appears to be in the early stages of a significant increase in revenue growth, fueled in part by its position as a go-to cloud infrastructure provider for training generative AI models.