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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Polen Capital Management
  • Overview
  • Portfolio231
  • Performance8Q
  • Options3
  • Activity1.3k
  • News

Polen Capital Management

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  • Asset Manager · CIK 0001034524
  • Tech-Heavy
  • Large Fund

Polen Capital Management, an asset manager overseeing $23.42B in disclosed equity holdings (SEC CIK 0001034524). The latest portfolio (2025Q4) discloses 231 positions across 11 sectors, with the largest positions in AMZN, MSFT and ORCL. On a mark-to-market basis the tracked portfolio has declined 7.7% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Polen's filingsView holdings↓
Portfolio
$23.42B
Positions
231
Quarter
2025Q4
Filings tracked
8
Since filing-7.7%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$7.70B+$3.85B$0-$3.85B-$7.70B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$5.77B
Lifetime buys
$19.27B
Lifetime sells
$42.34B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions56 names
  • ISRGINTUITIVE SURGICAL INC
    +842,618
    $477.2M
  • IVVISHARES TR
    +13,669
    $9.4M
  • SPHRMADISON SQUARE GRDN ENTERTNM
    +23,828
    $2.3M
  • PLPLANET LABS PBC
    +111,538
    $2.2M
  • VTIVANGUARD INDEX FDS
    +5,677
    $1.9M
  • BFLYBUTTERFLY NETWORK INC
    +472,971
    $1.8M
  • SEISOLARIS OILFIELD INFRASTRUCT
    +28,597
    $1.3M
  • EROERO COPPER CORP
    +45,544
    $1.3M
  • G31249ESTABLISHMENT LABS HLDGS INC
    +17,475
    $1.3M
  • LQDALIQUIDIA CORPORATION
    +33,538
    $1.2M
  • GGALGRUPO FINANCIERO GALICIA S.A
    +21,373
    $1.2M
  • AORTCRYOLIFE INC
    +25,259
    $1.2M
  • + 44 more…
Added to45 names
  • NOWSERVICENOW INC
    +4,556,712
    $698.0M
  • IWFISHARES TR
    +548,235
    $259.5M
  • ACWIISHARES TR
    +419,684
    $59.4M
  • SPOTSPOTIFY TECHNOLOGY S A
    +60,583
    $35.2M
  • VUGVANGUARD INDEX FDS
    +21,499
    $10.5M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +23,534
    $7.2M
  • ACWXISHARES TR
    +65,149
    $4.4M
  • VTVANGUARD INTL EQUITY INDEX F
    +29,006
    $4.1M
  • SPYSPDR S&P 500 ETF TR
    +4,210
    $2.9M
  • REALTHE REALREAL INC
    +103,000
    $1.6M
  • ATECALPHATEC HLDGS INC
    +44,061
    $927K
  • XMTRXOMETRY INC
    +14,031
    $834K
  • + 33 more…
Trimmed121 names
  • SHOPSHOPIFY INC
    −3,859,034
    $621.2M
  • AMZNAMAZON COM INC
    −2,592,807
    $598.5M
  • MSFTMICROSOFT CORP
    −1,110,173
    $536.9M
  • ABTABBOTT LABS
    −3,458,374
    $433.3M
  • ORCLORACLE CORP
    −2,103,142
    $409.9M
  • LLYLILLY ELI & CO
    −376,877
    $405.0M
  • WDAYWORKDAY INC
    −1,851,489
    $397.7M
  • MAMASTERCARD INCORPORATED
    −609,516
    $348.0M
  • VVISA INC
    −964,882
    $338.4M
  • AVGOBROADCOM INC
    −954,217
    $330.3M
  • ZTSZOETIS INC
    −1,954,242
    $245.9M
  • G0403HAON PLC
    −643,873
    $227.2M
  • + 109 more…
Exited57 names
  • HYGISHARES TR
    −200,000
    $16.2M
  • RSPINVESCO EXCHANGE TRADED FD T
    −44,774
    $8.5M
  • VISTVISTA OIL & GAS SAB DE CV
    −210,976
    $7.3M
  • QQEWFIRST TR NAS100 EQ WEIGHTED
    −22,529
    $3.2M
  • VOVANGUARD INDEX FDS
    −8,690
    $2.6M
  • CORTCORCEPT THERAPEUTICS INC
    −28,363
    $2.4M
  • CVLTCOMMVAULT SYS INC
    −10,395
    $2.0M
  • WRBYWARBY PARKER INC
    −66,730
    $1.8M
  • LRNSTRIDE INC
    −11,233
    $1.7M
  • BBSIBARRETT BUSINESS SVCS INC
    −36,833
    $1.6M
  • PCTPURECYCLE TECHNOLOGIES INC
    −92,364
    $1.2M
  • LQDTLIQUIDITY SVCS INC
    −40,688
    $1.1M
  • + 45 more…

Recent transactions

Last 20 moves
SOLD
A
Polen Capital Management exited ALNY
ALNYLAM PHARMACEUTICALS INC
−693
~$456.00 · 2025Q4
2026-02-12
NEW
A
Polen Capital Management opened a new position in APEI
AMERICAN PUB ED INC
+14,117
~$37.80 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed AFRM
AFFIRM HLDGS INC
−127
~$74.43 · 2025Q4
2026-02-12
SOLD
B
Polen Capital Management exited BABA
ALIBABA GROUP HLDG LTD
−2,850
~$178.73 · 2025Q4
2026-02-12
TRIM
G
Polen Capital Management trimmed GOOGL
ALPHABET INC
−442,567
~$313.00 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed AMZN
AMAZON COM INC
−2,592,807
~$230.82 · 2025Q4
2026-02-12
ADD
A
Polen Capital Management added to ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+34,570
~$16.24 · 2025Q4
2026-02-12
ADD
A
Polen Capital Management added to AVAV
AEROVIRONMENT INC
+554
~$241.89 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed ABNB
AIRBNB INC
−943,841
~$135.72 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed ADT
ADT INC DEL
−28,769
~$8.07 · 2025Q4
2026-02-12
ADD
A
Polen Capital Management added to AEHR
AEHR TEST SYS
+6,803
~$20.19 · 2025Q4
2026-02-12
TRIM
G
Polen Capital Management trimmed GOOG
ALPHABET INC
−622,121
~$313.80 · 2025Q4
2026-02-12
ADD
A
Polen Capital Management added to ATEC
ALPHATEC HLDGS INC
+44,061
~$21.04 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed ABT
ABBOTT LABS
−3,458,374
~$125.29 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed AYI
ACUITY BRANDS INC
−542
~$360.04 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed ABCL
ABCELLERA BIOLOGICS INC
−166,740
~$3.42 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed ADBE
ADOBE SYSTEMS INCORPORATED
−511,610
~$349.99 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed ASPI
ASP ISOTOPES INC
−93,402
~$5.35 · 2025Q4
2026-02-12
NEW
A
Polen Capital Management opened a new position in AXTI
AXT INC
+22,215
~$16.35 · 2025Q4
2026-02-12
TRIM
A
Polen Capital Management trimmed AMSC
AMERICAN SUPERCONDUCTOR CORP
−23,726
~$28.78 · 2025Q4
2026-02-12