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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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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

Not enough filing history to compute mark-to-market returns for Polen Capital Management.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Polen Capital Management's disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Polen’s portfolio is -7.7% since 2024Q1.

Portfolio growth vs SPY
Rebased to 100 at 2024Q1 · through 2025Q4
Polen Capital Management
+27.1%
SPY
+33.2%
Alpha
-6.1pp
971071171261362024Q12024Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
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
Portfolio over time
AUMPositions
$0$14.29B$28.59B$43.32B240104'24Q1'24Q4'25Q4
QoQ AUM
-24.0%
8Q lifetime AUM
-45.9%
QoQ positions
-1
8Q lifetime positions
+127
Position concentration
231 positions
Top 1
9%
of book
  • Top 19%$2.00BAMZN
  • Top 2-525%$5.89BMSFT, ORCL, LLY
  • Top 6-1025%$5.78BAVGO, MA, V
  • Top 11-2026%$6.16BNOW, MSCI, ZTS
  • Rest15%$3.59BRest of port