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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'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
-$2.75B
Lifetime buys
$11.08B
Lifetime sells
$23.35B

Quarter activity

What changed in 2025Q1 - net new, added, trimmed, exited.
New positions7 names
  • SBUXSTARBUCKS CORP
    +5,133,440
    $503.5M
  • SAIASAIA INC
    +2,464
    $861K
  • BILSPDR SER TR
    +5,242
    $481K
  • IWOISHARES TR
    +1,528
    $391K
  • MANHMANHATTAN ASSOCIATES INC
    +2,226
    $385K
  • FIXCOMFORT SYS USA INC
    +1,166
    $376K
  • WINGWINGSTOP INC
    +1,476
    $333K
Added to34 names
  • G0403HAON PLC
    +2,288,397
    $913.3M
  • LLYLILLY ELI & CO
    +459,182
    $379.2M
  • ORCLORACLE CORP
    +1,885,370
    $263.6M
  • ZTSZOETIS INC
    +1,313,653
    $216.3M
  • G96629WILLIS TOWERS WATSON PLC LTD
    +237,953
    $80.4M
  • MELIMERCADOLIBRE INC
    +31,939
    $62.3M
  • L44385GLOBANT S A
    +139,894
    $16.5M
  • TMETENCENT MUSIC ENTMT GROUP
    +919,182
    $13.2M
  • CSGPCOSTAR GROUP INC
    +104,612
    $8.3M
  • ACWIISHARES TR
    +66,994
    $7.8M
  • NUNU HLDGS LTD
    +726,310
    $7.4M
  • M7S64HMONDAY COM LTD
    +18,075
    $4.4M
  • + 22 more…
Trimmed75 names
  • NFLXNETFLIX INC
    −839,790
    $783.1M
  • AAPLAPPLE INC
    −3,488,399
    $774.9M
  • GOOGALPHABET INC
    −3,641,843
    $569.0M
  • NOWSERVICENOW INC
    −684,867
    $545.2M
  • NVONOVO-NORDISK A S
    −5,403,842
    $375.2M
  • AMZNAMAZON COM INC
    −1,799,217
    $342.3M
  • VVISA INC
    −555,023
    $194.5M
  • MSFTMICROSOFT CORP
    −469,776
    $176.3M
  • ABTABBOTT LABS
    −1,302,786
    $172.8M
  • SHOPSHOPIFY INC
    −1,809,405
    $172.8M
  • MAMASTERCARD INCORPORATED
    −281,257
    $154.2M
  • SAPSAP SE
    −457,245
    $122.7M
  • + 63 more…
Exited14 names
  • 904767UNILEVER PLC
    −244,122
    $13.8M
  • YETIYETI HLDGS INC
    −98,057
    $3.8M
  • ALRMALARM COM HLDGS INC
    −21,461
    $1.3M
  • FOXFFOX FACTORY HLDG CORP
    −41,273
    $1.2M
  • BAHBOOZ ALLEN HAMILTON HLDG COR
    −8,900
    $1.1M
  • USHYISHARES TR
    −26,300
    $968K
  • ALGNALIGN TECHNOLOGY INC
    −4,504
    $939K
  • KBKB FINL GROUP INC
    −14,529
    $827K
  • ETSYETSY INC
    −15,037
    $795K
  • CRLCHARLES RIV LABS INTL INC
    −4,248
    $784K
  • CALYCALLAWAY GOLF CO
    −83,466
    $656K
  • P31076COPA HOLDINGS SA
    −7,293
    $641K
  • + 2 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