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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Polen Capital Management
  • Overview
  • Portfolio231
  • Performance8Q
  • Options3
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Polen Capital Management

Share
  • 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

Holdings

Sorted by value · 2025Q4
1 / 4
75 of 231
1
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
8.53%
of portfolio
Number of shares
8,653,721 sh
Holdings current value
$2.00B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 23.1%
2025Q4
Current $255.08
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
8.08%
of portfolio
Number of shares
3,909,985 sh
Holdings current value
$1.89B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 22.1%
2025Q4
Current $415.75
3
O
ORCLORACLE CORP
Technology·Software - Infrastructure
5.98%
of portfolio
Number of shares
7,185,496 sh
Holdings current value
$1.40B
Avg closing price
$165.24
+6.7%
Last action
Trimmed 22.6%
2025Q4
Current $176.28
4
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
5.72%
of portfolio
Number of shares
1,246,090 sh
Holdings current value
$1.34B
Avg closing price
$787.77
+16.5%
Last action
Trimmed 23.2%
2025Q4
Current $917.65
5
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
5.38%
of portfolio
Number of shares
4,018,121 sh
Holdings current value
$1.26B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 13.4%
2025Q4
Current $337.75
6
A
AVGOBROADCOM INC
Technology·Semiconductors
5.22%
of portfolio
Number of shares
3,531,637 sh
Holdings current value
$1.22B
Avg closing price
$329.91
+27.3%
Last action
Trimmed 21.3%
2025Q4
Current $419.94
7
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
5.20%
of portfolio
Number of shares
2,131,727 sh
Holdings current value
$1.22B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 22.2%
2025Q4
Current $502.38
8
V
VVISA INC
Financial Services·Credit Services
5.06%
of portfolio
Number of shares
3,375,342 sh
Holdings current value
$1.18B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 22.2%
2025Q4
Current $308.88
9
S
SHOPSHOPIFY INC
Technology·Software - Application
4.95%
of portfolio
Number of shares
7,201,872 sh
Holdings current value
$1.16B
Avg closing price
$69.69
+78.3%
Last action
Trimmed 34.9%
2025Q4
Current $124.23
10
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
4.24%
of portfolio
Number of shares
5,328,112 sh
Holdings current value
$993.69M
Avg closing price
$186.50
+7.0%
Last action
Trimmed 15.4%
2025Q4
Current $199.64
11
N
NOWSERVICENOW INC
Technology·Software - Application
3.72%
of portfolio
Number of shares
5,680,788 sh
Holdings current value
$870.24M
Avg closing price
$283.88
-70.1%
Last action
Added 405.4%
2025Q4
Current $84.78
12
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
3.26%
of portfolio
Number of shares
1,331,085 sh
Holdings current value
$763.68M
Avg closing price
$512.79
+16.6%
Last action
Trimmed 16.0%
2025Q4
Current $598.01
13
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
2.99%
of portfolio
Number of shares
5,562,669 sh
Holdings current value
$699.89M
Avg closing price
$167.75
-30.8%
Last action
Trimmed 26.0%
2025Q4
Current $116.06
14
G
G0403H108AON PLC
2.78%
of portfolio
Number of shares
1,846,294 sh
Holdings current value
$651.52M
Avg closing price
$383.46
Last action
Trimmed 25.9%
2025Q4
Current —
15
I
IDXXIDEXX LABS INC
Healthcare·Diagnostics & Research
2.78%
of portfolio
Number of shares
960,537 sh
Holdings current value
$649.83M
Avg closing price
$536.34
+4.6%
Last action
Trimmed 14.8%
2025Q4
Current $560.93
16
S
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
2.44%
of portfolio
Number of shares
6,785,308 sh
Holdings current value
$571.39M
Avg closing price
$95.06
+4.7%
Last action
Trimmed 23.6%
2025Q4
Current $99.54
17
G
G1151C101ACCENTURE PLC IRELAND
2.16%
of portfolio
Number of shares
1,882,707 sh
Holdings current value
$505.13M
Avg closing price
$346.61
Last action
Trimmed 23.5%
2025Q4
Current —
18
A
ABTABBOTT LABS
Healthcare·Medical Devices
2.12%
of portfolio
Number of shares
3,962,230 sh
Holdings current value
$496.43M
Avg closing price
$113.66
-18.6%
Last action
Trimmed 46.6%
2025Q4
Current $92.48
19
I
ISRGINTUITIVE SURGICAL INC
Healthcare·Medical Instruments & Supplies
2.04%
of portfolio
Number of shares
842,618 sh
Holdings current value
$477.22M
Avg closing price
$566.36
-15.5%
Last action
New holding
2025Q4
Current $478.82
20
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
2.01%
of portfolio
Number of shares
1,345,588 sh
Holdings current value
$470.94M
Avg closing price
$487.89
-51.0%
Last action
Trimmed 27.5%
2025Q4
Current $238.98
21
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
1.76%
of portfolio
Number of shares
3,030,730 sh
Holdings current value
$411.33M
Avg closing price
$164.96
-14.0%
Last action
Trimmed 23.7%
2025Q4
Current $141.87
22
S
SNPSSYNOPSYS INC
Technology·Software - Infrastructure
1.69%
of portfolio
Number of shares
844,881 sh
Holdings current value
$396.86M
Avg closing price
$493.39
-7.4%
Last action
Trimmed 19.1%
2025Q4
Current $456.85
23
B
BSXBOSTON SCIENTIFIC CORP
Healthcare·Medical Devices
1.64%
of portfolio
Number of shares
4,019,552 sh
Holdings current value
$383.26M
Avg closing price
$97.63
-32.7%
Last action
Trimmed 28.2%
2025Q4
Current $65.69
24
I
IWFISHARES TRETF
1.57%
of portfolio
Number of shares
776,086 sh
Holdings current value
$367.32M
Avg closing price
$448.31
+5.5%
Last action
Added 240.6%
2025Q4
Current $473.05
25
I
INTUINTUIT
Technology·Software - Application
1.45%
of portfolio
Number of shares
512,656 sh
Holdings current value
$339.59M
Avg closing price
$682.91
-43.9%
Last action
Trimmed 22.5%
2025Q4
Current $383.30
26
C
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
1.40%
of portfolio
Number of shares
4,890,936 sh
Holdings current value
$328.87M
Avg closing price
$72.12
-48.2%
Last action
Trimmed 23.4%
2025Q4
Current $37.38
27
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
1.25%
of portfolio
Number of shares
1,835,028 sh
Holdings current value
$292.43M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 30.4%
2025Q4
Current $125.50
28
U
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
1.24%
of portfolio
Number of shares
3,565,793 sh
Holdings current value
$291.36M
Avg closing price
$97.95
-23.7%
Last action
Trimmed 22.0%
2025Q4
Current $74.70
29
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.41%
of portfolio
Number of shares
47,920 sh
Holdings current value
$96.52M
Avg closing price
$1775
+1.9%
Last action
Trimmed 3.2%
2025Q4
Current $1809
30
A
ACWIISHARES TRETF
0.37%
of portfolio
Number of shares
610,133 sh
Holdings current value
$86.33M
Avg closing price
$137.25
+8.7%
Last action
Added 220.4%
2025Q4
Current $149.25
31
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
0.26%
of portfolio
Number of shares
200,593 sh
Holdings current value
$60.96M
Avg closing price
$282.18
+35.6%
Last action
Added 13.3%
2025Q4
Current $382.66
32
S
SAPSAP SEADR
Technology·Software - Application
0.24%
of portfolio
Number of shares
233,332 sh
Holdings current value
$56.68M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 32.4%
2025Q4
Current $163.25
33
S
SPOTSPOTIFY TECHNOLOGY S A
Communication Services·Internet Content & Information
0.18%
of portfolio
Number of shares
71,658 sh
Holdings current value
$41.61M
Avg closing price
$560.10
-7.9%
Last action
Added 547.0%
2025Q4
Current $515.94
34
N
NUNU HLDGS LTD
Financial Services·Banks - Regional
0.08%
of portfolio
Number of shares
1,157,836 sh
Holdings current value
$19.38M
Avg closing price
$10.33
+40.0%
Last action
Trimmed 24.9%
2025Q4
Current $14.46
35
G
G4705A100ICON PLC
0.08%
of portfolio
Number of shares
105,206 sh
Holdings current value
$19.17M
Avg closing price
$335.95
Last action
Trimmed 76.3%
2025Q4
Current —
36
N
NFLXNETFLIX INC
Communication Services·Entertainment
0.07%
of portfolio
Number of shares
173,797 sh
Holdings current value
$16.30M
Avg closing price
$607.33
-84.7%
Last action
Trimmed 63.7%
2025Q4
Current $92.82
37
V
VUGVANGUARD INDEX FDSETF
0.07%
of portfolio
Number of shares
33,124 sh
Holdings current value
$16.16M
Avg closing price
$457.40
-82.1%
Last action
Added 184.9%
2025Q4
Current $82.04
38
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.06%
of portfolio
Number of shares
367,007 sh
Holdings current value
$13.41M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 38.1%
2025Q4
Current $25.51
39
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.05%
of portfolio
Number of shares
11,195 sh
Holdings current value
$11.98M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 43.5%
2025Q4
Current $1418
40
M
M7S64H106MONDAY COM LTD
0.05%
of portfolio
Number of shares
79,332 sh
Holdings current value
$11.71M
Avg closing price
$243.71
Last action
Trimmed 36.9%
2025Q4
Current —
41
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.04%
of portfolio
Number of shares
30,864 sh
Holdings current value
$9.66M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 93.5%
2025Q4
Current $338.89
42
I
IVVISHARES TRETF
0.04%
of portfolio
Number of shares
13,669 sh
Holdings current value
$9.36M
Avg closing price
$682.13
+4.3%
Last action
New holding
2025Q4
Current $711.74
43
H
H5919C104ON HLDG AG
0.04%
of portfolio
Number of shares
194,483 sh
Holdings current value
$9.04M
Avg closing price
$51.12
Last action
Trimmed 24.7%
2025Q4
Current —
44
G
G96629103WILLIS TOWERS WATSON PLC LTD
0.04%
of portfolio
Number of shares
27,425 sh
Holdings current value
$9.01M
Avg closing price
$329.28
Last action
Trimmed 87.5%
2025Q4
Current —
45
A
ACWXISHARES TRETF
0.04%
of portfolio
Number of shares
126,761 sh
Holdings current value
$8.51M
Avg closing price
$63.88
+13.6%
Last action
Added 105.7%
2025Q4
Current $72.56
46
G
G5960L103MEDTRONIC PLC
0.03%
of portfolio
Number of shares
84,500 sh
Holdings current value
$8.12M
Avg closing price
$87.15
Last action
Trimmed 32.4%
2025Q4
Current —
47
A
AGXARGAN INC
Industrials·Engineering & Construction
0.03%
of portfolio
Number of shares
24,886 sh
Holdings current value
$7.80M
Avg closing price
$220.48
+197.9%
Last action
Trimmed 33.7%
2025Q4
Current $656.79
48
W
WGSGENEDX HOLDINGS CORP
Healthcare·Diagnostics & Research
0.03%
of portfolio
Number of shares
59,861 sh
Holdings current value
$7.79M
Avg closing price
$92.31
-28.2%
Last action
Trimmed 12.2%
2025Q4
Current $66.24
49
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.03%
of portfolio
Number of shares
412,467 sh
Holdings current value
$7.23M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 26.5%
2025Q4
Current $9.25
50
G
G29018101DLOCAL LTD
0.03%
of portfolio
Number of shares
466,809 sh
Holdings current value
$6.60M
Avg closing price
$14.44
Last action
Trimmed 33.3%
2025Q4
Current —
51
B
BEBLOOM ENERGY CORP
Industrials·Electrical Equipment & Parts
0.03%
of portfolio
Number of shares
75,434 sh
Holdings current value
$6.55M
Avg closing price
$53.04
+347.9%
Last action
Trimmed 42.6%
2025Q4
Current $237.57
52
P
POWLPOWELL INDS INC
Industrials·Electrical Equipment & Parts
0.03%
of portfolio
Number of shares
20,341 sh
Holdings current value
$6.48M
Avg closing price
$210.45
+19.8%
Last action
Trimmed 12.9%
2025Q4
Current $252.18
53
V
VSECVSE CORP
Industrials·Aerospace & Defense
0.03%
of portfolio
Number of shares
34,390 sh
Holdings current value
$5.94M
Avg closing price
$130.98
+40.3%
Last action
Trimmed 0.1%
2025Q4
Current $183.77
54
L
L44385109GLOBANT S A
0.03%
of portfolio
Number of shares
90,462 sh
Holdings current value
$5.91M
Avg closing price
$185.96
Last action
Trimmed 33.0%
2025Q4
Current —
55
B
BWXTBWX TECHNOLOGIES INC
Industrials·Aerospace & Defense
0.02%
of portfolio
Number of shares
32,328 sh
Holdings current value
$5.59M
Avg closing price
$144.06
+56.5%
Last action
Trimmed 12.0%
2025Q4
Current $225.51
56
S
SESEA LTDADR
Consumer Cyclical·Internet Retail
0.02%
of portfolio
Number of shares
42,710 sh
Holdings current value
$5.45M
Avg closing price
$159.94
-47.9%
Last action
Trimmed 39.2%
2025Q4
Current $83.35
57
A
ADPTADAPTIVE BIOTECHNOLOGIES COR
Healthcare·Biotechnology
0.02%
of portfolio
Number of shares
325,767 sh
Holdings current value
$5.29M
Avg closing price
$13.65
+1.2%
Last action
Added 11.9%
2025Q4
Current $13.82
58
V
VTVANGUARD INTL EQUITY INDEX FETF
0.02%
of portfolio
Number of shares
33,592 sh
Holdings current value
$4.74M
Avg closing price
$137.88
+8.2%
Last action
Added 632.5%
2025Q4
Current $149.15
59
S
SPYSPDR S&P 500 ETF TRETF
0.02%
of portfolio
Number of shares
6,717 sh
Holdings current value
$4.58M
Avg closing price
$650.89
+8.8%
Last action
Added 167.9%
2025Q4
Current $708.45
60
V
V5633W109MAKEMYTRIP LIMITED MAURITIUS
0.02%
of portfolio
Number of shares
53,658 sh
Holdings current value
$4.41M
Avg closing price
$98.02
Last action
Trimmed 38.5%
2025Q4
Current —
61
R
RHLDRESOLUTE HLDGS MGMT INC
Industrials·Specialty Business Services
0.02%
of portfolio
Number of shares
20,915 sh
Holdings current value
$4.32M
Avg closing price
$44.54
+221.5%
Last action
Added 45.9%
2025Q3
Current $143.18
62
I
IESCIES HLDGS INC
Industrials·Engineering & Construction
0.02%
of portfolio
Number of shares
10,941 sh
Holdings current value
$4.26M
Avg closing price
$296.23
+97.9%
Last action
Trimmed 9.9%
2025Q4
Current $586.17
63
C
CECOCECO ENVIRONMENTAL CORP
Industrials·Pollution & Treatment Controls
0.02%
of portfolio
Number of shares
69,775 sh
Holdings current value
$4.18M
Avg closing price
$46.38
+39.7%
Last action
Added 15.9%
2025Q4
Current $64.80
64
B
BELFBBEL FUSE INC
Technology·Electronic Components
0.02%
of portfolio
Number of shares
22,522 sh
Holdings current value
$3.82M
Avg closing price
$107.22
+150.2%
Last action
Added 15.3%
2025Q4
Current $268.31
65
C
CVNACARVANA CO
Consumer Cyclical·Auto & Truck Dealerships
0.02%
of portfolio
Number of shares
8,974 sh
Holdings current value
$3.79M
Avg closing price
$336.96
+19.6%
Last action
Trimmed 14.2%
2025Q4
Current $403.02
66
I
IBNICICI BANK LIMITEDADR
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
123,872 sh
Holdings current value
$3.69M
Avg closing price
$33.64
-16.6%
Last action
Trimmed 44.8%
2025Q4
Current $28.05
67
T
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.02%
of portfolio
Number of shares
8,171 sh
Holdings current value
$3.67M
Avg closing price
$345.29
+8.2%
Last action
Trimmed 4.9%
2025Q4
Current $373.72
68
P
PDDPINDUODUO INCADR
Consumer Cyclical·Internet Retail
0.02%
of portfolio
Number of shares
31,329 sh
Holdings current value
$3.55M
Avg closing price
$133.72
-26.9%
Last action
Trimmed 50.5%
2025Q4
Current $97.77
69
H
HCIHCI GROUP INC
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
18,126 sh
Holdings current value
$3.47M
Avg closing price
$161.38
-4.9%
Last action
Trimmed 0.2%
2025Q4
Current $153.52
70
Y
Y4600W108KAROOOOO LTD
0.01%
of portfolio
Number of shares
74,821 sh
Holdings current value
$3.40M
Avg closing price
$47.48
Last action
Trimmed 9.4%
2025Q4
Current —
71
G
G65163100JOBY AVIATION INC
0.01%
of portfolio
Number of shares
250,067 sh
Holdings current value
$3.30M
Avg closing price
$10.55
Last action
Trimmed 21.4%
2025Q4
Current —
72
S
SOFISOFI TECHNOLOGIES INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
117,450 sh
Holdings current value
$3.07M
Avg closing price
$18.21
+0.6%
Last action
Trimmed 18.0%
2025Q4
Current $18.32
73
B
BBIOBRIDGEBIO PHARMA INC
Healthcare·Biotechnology
0.01%
of portfolio
Number of shares
38,241 sh
Holdings current value
$2.93M
Avg closing price
$45.11
+58.9%
Last action
Added 5.7%
2025Q4
Current $71.67
74
A
ATROASTRONICS CORP
Industrials·Aerospace & Defense
0.01%
of portfolio
Number of shares
53,691 sh
Holdings current value
$2.91M
Avg closing price
$34.42
+111.6%
Last action
Trimmed 0.6%
2025Q4
Current $72.83
75
R
REALTHE REALREAL INC
Consumer Cyclical·Luxury Goods
0.01%
of portfolio
Number of shares
175,088 sh
Holdings current value
$2.76M
Avg closing price
$13.66
-8.2%
Last action
Added 142.9%
2025Q4
Current $12.54

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
8.53% · +10.5%
MSFT
8.08% · -14.0%
ORCL
5.98% · -9.6%
LLY
5.72% · -14.6%
GOOG
5.38% · +7.6%
AVGO
5.22% · +21.3%
MA
5.20% · -12.0%
V
5.06% · -11.9%
SHOP
4.95% · -22.8%
NVDA
4.24% · +7.0%
NOW
3.72% · -44.7%
MSCI
3.26% · +4.2%
ZTS
2.99% · -7.8%
AON PLC
2.78%
IDXX
2.78% · -17.1%
SBUX
2.44% · +18.2%
ACCENTURE PLC IRELAND
2.16%
ABT
2.12% · -26.2%
ISRG
2.04% · -15.5%
ADBE
2.01% · -31.7%
ABNB
1.76% · +4.5%
SNPS
1.69% · -2.7%
BSX
1.64% · -31.1%
IWF
1.57% · -0.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology36 pos$9.48B43.8%
  • Healthcare44 pos$4.09B18.9%
  • Financial Services20 pos$3.22B14.9%
  • Consumer Cyclical22 pos$3.11B14.3%
  • Communication Services9 pos$1.34B6.2%
  • Real Estate3 pos$330.4M1.5%
  • Industrials45 pos$77.7M0.4%
  • Basic Materials4 pos$6.2M0.0%
  • Energy2 pos$3.9M0.0%
  • Utilities3 pos$2.0M0.0%
  • Consumer Defensive2 pos$979K0.0%
(7.5% unclassified, excluded from %)