Polen Capital Management released its second quarter 2025 investor letter, highlighting a market sentiment shift from decline to V-shaped recovery. The strategy returned 9.36% (gross) and 9.15% (net) compared to benchmark indices. Top holdings include Oracle Corporation (NYSE: ORCL), with a one-month return of 17.63% and a market capitalization of $684.062 billion.

In the investor letter, Polen Focus Growth Strategy mentioned Oracle as a top contributor to the portfolio’s performance. Oracle stock saw a 56% increase in the quarter and 76% since April, driven by growth in the Oracle Cloud Infrastructure segment. The company is positioned for significant revenue growth as a cloud infrastructure provider for AI models.

A team of IT professionals is working on a large-scale enterprise performance management system. Oracle Corporation (NYSE: ORCL) has been performing well in the market, with shares gaining 73.75% over the last 52 weeks. Market capitalization stands at $684.062 billion, with a stock price of $243.54 per share as of July 21, 2025.

Read more at Yahoo Finance: Here’s Polen Focus Growth Strategy’s Comment on Oracle (ORCL)