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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'24Q2'24Q3'24Q4
Latest · 2024Q4
-$3.58B
Lifetime buys
$8.59B
Lifetime sells
$18.11B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions15 names
  • CSGPCOSTAR GROUP INC
    +6,497,188
    $465.1M
  • G96629WILLIS TOWERS WATSON PLC LTD
    +128,586
    $40.3M
  • SPOTSPOTIFY TECHNOLOGY S A
    +60,861
    $27.2M
  • NUNU HLDGS LTD
    +2,243,471
    $23.2M
  • M7S64HMONDAY COM LTD
    +53,186
    $12.5M
  • WSCWILLSCOT MOBIL MINI HLDNG CO
    +125,024
    $4.2M
  • G3323LFABRINET
    +12,605
    $2.8M
  • BDCBELDEN INC
    +24,182
    $2.7M
  • CIGICOLLIERS INTL GROUP INC
    +8,226
    $1.1M
  • ENTGENTEGRIS INC
    +11,026
    $1.1M
  • BSYBENTLEY SYS INC
    +21,407
    $1000K
  • IOOISHARES TR
    +6,708
    $676K
  • + 3 more…
Added to27 names
  • LLYLILLY ELI & CO
    +805,434
    $621.8M
  • ORCLORACLE CORP
    +1,955,764
    $325.9M
  • ZTSZOETIS INC
    +1,116,541
    $181.9M
  • IWFISHARES TR
    +341,413
    $137.1M
  • ACWIISHARES TR
    +226,679
    $26.6M
  • ACWXISHARES TR
    +340,791
    $17.8M
  • VUGVANGUARD INDEX FDS
    +25,232
    $10.4M
  • SPYSPDR S&P 500 ETF TR
    +7,676
    $4.5M
  • TREXTREX CO INC
    +51,079
    $3.5M
  • BROSDUTCH BROS INC
    +60,782
    $3.2M
  • NSITINSIGHT ENTERPRISES INC
    +20,074
    $3.1M
  • VTVANGUARD INTL EQUITY INDEX F
    +22,776
    $2.7M
  • + 15 more…
Trimmed81 names
  • AMZNAMAZON COM INC
    −6,198,245
    $1.36B
  • NOWSERVICENOW INC
    −589,149
    $624.6M
  • UNHUNITEDHEALTH GROUP INC
    −870,829
    $440.5M
  • GOOGALPHABET INC
    −1,744,739
    $332.3M
  • ITGARTNER INC
    −566,700
    $274.5M
  • MSFTMICROSOFT CORP
    −601,583
    $253.6M
  • VVISA INC
    −679,008
    $214.6M
  • SHOPSHOPIFY INC
    −1,888,358
    $200.8M
  • TMOTHERMO FISHER SCIENTIFIC INC
    −345,591
    $179.8M
  • MAMASTERCARD INCORPORATED
    −340,889
    $179.5M
  • NFLXNETFLIX INC
    −180,005
    $160.4M
  • AAPLAPPLE INC
    −566,630
    $141.9M
  • + 69 more…
Exited9 names
  • IVVISHARES TR
    −10,746
    $6.2M
  • EEFTEURONET WORLDWIDE INC
    −59,928
    $5.9M
  • OPCHOPTION CARE HEALTH INC
    −144,294
    $4.5M
  • NVEEUSDNV5 GLOBAL INC
    −40,808
    $3.8M
  • AZPN1USDASPEN TECHNOLOGY INC
    −7,483
    $1.8M
  • TYLTYLER TECHNOLOGIES INC
    −2,397
    $1.4M
  • BILSPDR SER TR
    −5,072
    $466K
  • FIVEFIVE BELOW INC
    −5,004
    $442K
  • DAVAENDAVA PLC
    −9,776
    $250K

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