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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/
  2. Super Investors/
  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
+$7.18B+$3.59B$0-$3.59B-$7.18B'24Q2'24Q3
Latest · 2024Q3
-$2.42B
Lifetime buys
$6.66B
Lifetime sells
$12.60B

Quarter activity

What changed in 2024Q3 - net new, added, trimmed, exited.
New positions17 names
  • AAPLAPPLE INC
    +6,736,143
    $1.57B
  • ORCLORACLE CORP
    +8,767,967
    $1.49B
  • H5919CON HLDG AG
    +295,518
    $14.8M
  • ELFE L F BEAUTY INC
    +64,126
    $7.0M
  • IVVISHARES TR
    +10,746
    $6.2M
  • VUGVANGUARD INDEX FDS
    +13,814
    $5.3M
  • NSITINSIGHT ENTERPRISES INC
    +21,357
    $4.6M
  • PCTYPAYLOCITY HLDG CORP
    +23,332
    $3.8M
  • NVEEUSDNV5 GLOBAL INC
    +40,808
    $3.8M
  • RMBSRAMBUS INC DEL
    +56,150
    $2.4M
  • BLDTOPBUILD CORP
    +4,075
    $1.7M
  • BROSDUTCH BROS INC
    +44,241
    $1.4M
  • + 5 more…
Added to26 names
  • SHOPSHOPIFY INC
    +4,245,484
    $340.2M
  • MSCIMSCI INC
    +577,843
    $336.8M
  • WDAYWORKDAY INC
    +1,373,625
    $335.7M
  • ADBEADOBE SYSTEMS INCORPORATED
    +646,442
    $334.7M
  • PAYCPAYCOM SOFTWARE INC
    +1,274,771
    $212.3M
  • L44385GLOBANT S A
    +155,641
    $30.8M
  • MELIMERCADOLIBRE INC
    +7,975
    $16.4M
  • ASMLASML HOLDING N V
    +16,215
    $13.5M
  • PDDPINDUODUO INC
    +39,175
    $5.3M
  • RGENREPLIGEN CORP
    +20,811
    $3.1M
  • AITAPPLIED INDL TECHNOLOGIES IN
    +8,609
    $1.9M
  • IBPINSTALLED BLDG PRODS INC
    +4,870
    $1.2M
  • + 14 more…
Trimmed74 names
  • CRMSALESFORCE COM INC
    −6,678,978
    $1.83B
  • MSFTMICROSOFT CORP
    −1,973,084
    $849.0M
  • NKENIKE INC
    −8,952,244
    $791.4M
  • AMZNAMAZON COM INC
    −3,879,033
    $722.8M
  • GOOGALPHABET INC
    −3,861,923
    $645.7M
  • NOWSERVICENOW INC
    −259,054
    $231.7M
  • VVISA INC
    −739,881
    $203.4M
  • MAMASTERCARD INCORPORATED
    −406,640
    $200.8M
  • TMOTHERMO FISHER SCIENTIFIC INC
    −295,224
    $182.6M
  • ABTABBOTT LABS
    −1,368,212
    $156.0M
  • G1151CACCENTURE PLC IRELAND
    −431,436
    $152.5M
  • NFLXNETFLIX INC
    −211,461
    $150.0M
  • + 62 more…
Exited9 names
  • ALITALIGHT INC
    −1,008,705
    $7.4M
  • SITMSITIME CORP
    −46,054
    $5.7M
  • APPFAPPFOLIO INC
    −17,855
    $4.4M
  • VONGVANGUARD SCOTTSDALE FDS
    −34,536
    $3.2M
  • DOCSDOXIMITY INC
    −105,500
    $3.0M
  • RHRH
    −8,283
    $2.0M
  • MPWRMONOLITHIC PWR SYS INC
    −2,442
    $2.0M
  • FCXFREEPORT-MCMORAN INC
    −10,419
    $506K
  • METAMETA PLATFORMS INC
    −808
    $407K

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