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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
+$7.70B+$3.85B$0-$3.85B-$7.70B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
-$2.91B
Lifetime buys
$17.66B
Lifetime sells
$34.96B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions52 names
  • AVGOBROADCOM INC
    +4,485,854
    $1.48B
  • BSXBOSTON SCIENTIFIC CORP
    +5,598,286
    $546.6M
  • SNPSSYNOPSYS INC
    +1,044,800
    $515.5M
  • INTUINTUIT
    +661,727
    $451.9M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +177,059
    $49.5M
  • HYGISHARES TR
    +200,000
    $16.2M
  • RSPINVESCO EXCHANGE TRADED FD T
    +44,774
    $8.5M
  • AMPXAMPRIUS TECHNOLOGIES INC
    +339,427
    $3.6M
  • QQEWFIRST TR NAS100 EQ WEIGHTED
    +22,529
    $3.2M
  • VOVANGUARD INDEX FDS
    +8,690
    $2.6M
  • FSLRFIRST SOLAR INC
    +11,214
    $2.5M
  • HHHHOWARD HUGHES HOLDINGS INC
    +23,823
    $2.0M
  • + 40 more…
Added to68 names
  • NVDANVIDIA CORPORATION
    +6,279,992
    $1.17B
  • UBERUBER TECHNOLOGIES INC
    +4,552,127
    $446.0M
  • ACWIISHARES TR
    +101,891
    $14.1M
  • VISTVISTA OIL & GAS SAB DE CV
    +196,914
    $6.8M
  • M7S64HMONDAY COM LTD
    +28,236
    $5.5M
  • BEBLOOM ENERGY CORP
    +63,074
    $5.3M
  • METCRAMACO RES INC
    +120,127
    $4.0M
  • ACWXISHARES TR
    +39,530
    $2.6M
  • ADPTADAPTIVE BIOTECHNOLOGIES COR
    +148,940
    $2.2M
  • CECOCECO ENVIRONMENTAL CORP
    +41,906
    $2.1M
  • MODMODINE MFG CO
    +13,157
    $1.9M
  • AAPLAPPLE INC
    +6,829
    $1.7M
  • + 56 more…
Trimmed111 names
  • TMOTHERMO FISHER SCIENTIFIC INC
    −2,075,835
    $1.01B
  • ORCLORACLE CORP
    −2,694,566
    $757.8M
  • AMZNAMAZON COM INC
    −2,675,312
    $587.4M
  • SHOPSHOPIFY INC
    −3,629,254
    $539.3M
  • ADBEADOBE SYSTEMS INCORPORATED
    −1,499,583
    $529.0M
  • GOOGALPHABET INC
    −1,922,023
    $468.1M
  • ABTABBOTT LABS
    −3,248,894
    $435.2M
  • VVISA INC
    −1,270,874
    $433.9M
  • WDAYWORKDAY INC
    −1,709,659
    $411.6M
  • ABNBAIRBNB INC
    −3,379,657
    $410.4M
  • NFLXNETFLIX INC
    −336,354
    $403.3M
  • MSFTMICROSOFT CORP
    −405,965
    $210.3M
  • + 99 more…
Exited60 names
  • NVONOVO-NORDISK A S
    −178,669
    $12.3M
  • LOMALOMA NEGRA C I A S A MTN 14
    −187,687
    $2.1M
  • CNMCORE & MAIN INC
    −34,013
    $2.1M
  • ENVXENOVIX CORPORATION
    −193,681
    $2.0M
  • GGALGRUPO FINANCIERO GALICIA S.A
    −39,394
    $2.0M
  • EXLSEXLSERVICE HOLDINGS INC
    −42,201
    $1.8M
  • GSHDGOOSEHEAD INS INC
    −16,369
    $1.7M
  • PCTYPAYLOCITY HLDG CORP
    −9,223
    $1.7M
  • IOTSAMSARA INC
    −36,165
    $1.4M
  • HLNEHAMILTON LANE INC
    −10,061
    $1.4M
  • PGNYPROGYNY INC
    −64,650
    $1.4M
  • NSITINSIGHT ENTERPRISES INC
    −9,897
    $1.4M
  • + 48 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