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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
  • Activity1.3k
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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 · 2024Q1
1 / 2
75 of 104
1
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
14.33%
of portfolio
Number of shares
34,411,241 sh
Holdings current value
$6.21B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 7.0%
2025Q4
Current $255.08
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
9.39%
of portfolio
Number of shares
9,665,372 sh
Holdings current value
$4.07B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 10.3%
2025Q4
Current $415.75
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
6.35%
of portfolio
Number of shares
18,078,336 sh
Holdings current value
$2.75B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 3.3%
2025Q4
Current $337.75
4
V
VVISA INC
Financial Services·Credit Services
5.41%
of portfolio
Number of shares
8,392,490 sh
Holdings current value
$2.34B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 10.3%
2025Q4
Current $308.88
5
N
NFLXNETFLIX INC
Communication Services·Entertainment
5.38%
of portfolio
Number of shares
3,839,310 sh
Holdings current value
$2.33B
Avg closing price
$607.33
-84.7%
Last action
Trimmed 7.4%
2025Q4
Current $92.82
6
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
4.97%
of portfolio
Number of shares
4,469,582 sh
Holdings current value
$2.15B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 12.0%
2025Q4
Current $502.38
7
C
CRMSALESFORCE COM INC
Technology·Software - Application
4.84%
of portfolio
Number of shares
6,954,745 sh
Holdings current value
$2.09B
Avg closing price
$301.18
-42.5%
Last action
Trimmed 0.0%
2025Q4
Current $173.30
8
N
NOWSERVICENOW INC
Technology·Software - Application
4.69%
of portfolio
Number of shares
2,662,881 sh
Holdings current value
$2.03B
Avg closing price
$283.88
-70.1%
Last action
Added
2025Q4
Current $84.78
9
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
4.37%
of portfolio
Number of shares
3,258,927 sh
Holdings current value
$1.89B
Avg closing price
$581.21
-19.7%
Last action
Trimmed 3.3%
2025Q4
Current $466.70
10
A
ABTABBOTT LABS
Healthcare·Medical Devices
4.24%
of portfolio
Number of shares
16,141,237 sh
Holdings current value
$1.83B
Avg closing price
$113.66
-18.6%
Last action
Trimmed 17.6%
2025Q4
Current $92.48
11
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
4.09%
of portfolio
Number of shares
10,729,752 sh
Holdings current value
$1.77B
Avg closing price
$164.96
-14.0%
Last action
Trimmed 8.1%
2025Q4
Current $141.87
12
G
G1151C101ACCENTURE PLC IRELAND
3.70%
of portfolio
Number of shares
4,628,987 sh
Holdings current value
$1.60B
Avg closing price
$346.61
Last action
Trimmed 11.1%
2025Q4
Current —
13
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.30%
of portfolio
Number of shares
2,836,122 sh
Holdings current value
$1.43B
Avg closing price
$487.89
-51.0%
Last action
Trimmed 15.3%
2025Q4
Current $238.98
14
A
ADSKAUTODESK INC
Technology·Software - Application
2.97%
of portfolio
Number of shares
4,938,732 sh
Holdings current value
$1.29B
Avg closing price
$260.42
-10.9%
Last action
Trimmed 0.0%
2025Q4
Current $231.98
15
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
2.74%
of portfolio
Number of shares
7,005,114 sh
Holdings current value
$1.19B
Avg closing price
$167.75
-30.8%
Last action
Trimmed 21.8%
2025Q4
Current $116.06
16
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
2.73%
of portfolio
Number of shares
2,393,781 sh
Holdings current value
$1.18B
Avg closing price
$494.70
-28.3%
Last action
Trimmed 0.0%
2025Q4
Current $354.56
17
W
WDAYWORKDAY INC
Technology·Software - Application
2.32%
of portfolio
Number of shares
3,682,106 sh
Holdings current value
$1.00B
Avg closing price
$264.64
-56.7%
Last action
Trimmed 33.5%
2025Q4
Current $114.67
18
N
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.30%
of portfolio
Number of shares
7,768,779 sh
Holdings current value
$997.51M
Avg closing price
$128.40
-70.0%
Last action
Exited
2025Q3
Current $38.52
19
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
2.05%
of portfolio
Number of shares
9,471,571 sh
Holdings current value
$890.14M
Avg closing price
$93.98
-52.4%
Last action
Exited
2025Q4
Current $44.78
20
I
ITGARTNER INC
Technology·Information Technology Services
1.92%
of portfolio
Number of shares
1,748,829 sh
Holdings current value
$833.61M
Avg closing price
$476.67
-68.8%
Last action
Trimmed 0.0%
2025Q4
Current $148.60
21
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
1.05%
of portfolio
Number of shares
584,806 sh
Holdings current value
$454.96M
Avg closing price
$787.77
+16.5%
Last action
Trimmed 39.2%
2025Q4
Current $917.65
22
A
ALGNALIGN TECHNOLOGY INC
Healthcare·Medical Instruments & Supplies
0.92%
of portfolio
Number of shares
1,216,069 sh
Holdings current value
$398.77M
Avg closing price
$327.92
-41.9%
Last action
Exited
2025Q1
Current $190.67
23
G
G4705A100ICON PLC
0.85%
of portfolio
Number of shares
1,098,219 sh
Holdings current value
$368.95M
Avg closing price
$335.95
Last action
Trimmed 23.5%
2025Q4
Current —
24
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.74%
of portfolio
Number of shares
2,135,363 sh
Holdings current value
$322.29M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 17.2%
2025Q4
Current $338.89
25
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
0.70%
of portfolio
Number of shares
1,520,282 sh
Holdings current value
$302.55M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 34.5%
2025Q4
Current $125.50
26
G
G0403H108AON PLC
0.64%
of portfolio
Number of shares
830,116 sh
Holdings current value
$277.03M
Avg closing price
$383.46
Last action
Trimmed 43.7%
2025Q4
Current —
27
S
SAPSAP SEADR
Technology·Software - Application
0.57%
of portfolio
Number of shares
1,274,726 sh
Holdings current value
$248.61M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 8.1%
2025Q4
Current $163.25
28
A
ADPAUTOMATIC DATA PROCESSING IN
Technology·Software - Application
0.29%
of portfolio
Number of shares
502,060 sh
Holdings current value
$125.51M
Avg closing price
$249.99
-20.6%
Last action
Trimmed 0.1%
2025Q4
Current $198.53
29
L
L44385109GLOBANT S A
0.23%
of portfolio
Number of shares
498,574 sh
Holdings current value
$100.66M
Avg closing price
$185.96
Last action
Trimmed 8.2%
2025Q4
Current —
30
G
G5960L103MEDTRONIC PLC
0.21%
of portfolio
Number of shares
1,065,609 sh
Holdings current value
$92.87M
Avg closing price
$87.15
Last action
Trimmed 3.7%
2025Q4
Current —
31
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.18%
of portfolio
Number of shares
136,056 sh
Holdings current value
$76.25M
Avg closing price
$512.79
+16.6%
Last action
Trimmed 65.0%
2025Q4
Current $598.01
32
S
SHOPSHOPIFY INC
Technology·Software - Application
0.15%
of portfolio
Number of shares
830,755 sh
Holdings current value
$64.11M
Avg closing price
$69.69
+78.3%
Last action
Trimmed 82.3%
2025Q4
Current $124.23
33
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.12%
of portfolio
Number of shares
33,280 sh
Holdings current value
$50.32M
Avg closing price
$1775
+1.9%
Last action
Trimmed 4.6%
2025Q4
Current $1809
34
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.11%
of portfolio
Number of shares
51,109 sh
Holdings current value
$49.60M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 14.4%
2025Q4
Current $1418
35
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.09%
of portfolio
Number of shares
710,550 sh
Holdings current value
$39.77M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 24.2%
2025Q4
Current $25.51
36
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.07%
of portfolio
Number of shares
2,662,781 sh
Holdings current value
$29.80M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 5.3%
2025Q4
Current $9.25
37
I
IWFISHARES TRETF
0.06%
of portfolio
Number of shares
75,786 sh
Holdings current value
$25.54M
Avg closing price
$448.31
+5.5%
Last action
Added
2025Q4
Current $473.05
38
9
904767704UNILEVER PLC
0.06%
of portfolio
Number of shares
500,827 sh
Holdings current value
$25.14M
Avg closing price
$50.19
Last action
Exited
2025Q1
Current —
39
3
34984VAC4FORUM ENERGY TECHNOLOGIES IN
0.05%
of portfolio
Number of shares
23,813,049 sh
Holdings current value
$23.63M
Avg closing price
$0.99
Last action
Exited
2024Q2
Current —
40
B
BILSPDR SER TRETF
0.05%
of portfolio
Number of shares
249,900 sh
Holdings current value
$22.94M
Avg closing price
$91.80
-0.2%
Last action
Exited
2025Q2
Current $91.59
41
G
G29018101DLOCAL LTD
0.04%
of portfolio
Number of shares
1,279,920 sh
Holdings current value
$18.81M
Avg closing price
$14.44
Last action
Trimmed 15.4%
2025Q4
Current —
42
P
PGNYPROGYNY INC
Healthcare·Healthcare Plans
0.03%
of portfolio
Number of shares
377,944 sh
Holdings current value
$14.42M
Avg closing price
$37.29
-52.6%
Last action
Exited
2025Q3
Current $17.67
43
A
ALITALIGHT INC
Technology·Software - Application
0.03%
of portfolio
Number of shares
1,287,304 sh
Holdings current value
$12.68M
Avg closing price
$9.85
-93.4%
Last action
Exited
2024Q3
Current $0.65
44
Y
YUMCYUM CHINA HLDGS INC
Consumer Cyclical·Restaurants
0.03%
of portfolio
Number of shares
307,085 sh
Holdings current value
$12.22M
Avg closing price
$40.03
+20.0%
Last action
Exited
2025Q2
Current $48.04
45
L
LVSLAS VEGAS SANDS CORP
Consumer Cyclical·Resorts & Casinos
0.03%
of portfolio
Number of shares
231,956 sh
Holdings current value
$11.99M
Avg closing price
$51.66
+0.6%
Last action
Exited
2025Q3
Current $51.95
46
H
HLIHOULIHAN LOKEY INC
Financial Services·Capital Markets
0.03%
of portfolio
Number of shares
90,022 sh
Holdings current value
$11.54M
Avg closing price
$128.19
+23.5%
Last action
Exited
2025Q3
Current $158.27
47
R
RVLVREVOLVE GROUP INC
Consumer Cyclical·Internet Retail
0.03%
of portfolio
Number of shares
520,467 sh
Holdings current value
$11.02M
Avg closing price
$21.17
+24.9%
Last action
Exited
2025Q3
Current $26.45
48
H
HLNEHAMILTON LANE INC
Financial Services·Asset Management
0.02%
of portfolio
Number of shares
91,919 sh
Holdings current value
$10.36M
Avg closing price
$112.76
-8.5%
Last action
Exited
2025Q3
Current $103.16
49
E
EXLSEXLSERVICE HOLDINGS INC
Technology·Information Technology Services
0.02%
of portfolio
Number of shares
310,415 sh
Holdings current value
$9.87M
Avg closing price
$31.78
-3.8%
Last action
Exited
2025Q3
Current $30.56
50
E
EPAMEPAM SYS INC
Technology·Information Technology Services
0.02%
of portfolio
Number of shares
35,705 sh
Holdings current value
$9.86M
Avg closing price
$256.28
-52.9%
Last action
Exited
2025Q2
Current $120.77
51
C
CWANCLEARWATER ANALYTICS HLDGS I
Technology·Software - Application
0.02%
of portfolio
Number of shares
546,482 sh
Holdings current value
$9.67M
Avg closing price
$17.73
+36.4%
Last action
Exited
2025Q3
Current $24.18
52
G
GNRCGENERAC HLDGS INC
Industrials·Specialty Industrial Machinery
0.02%
of portfolio
Number of shares
74,074 sh
Holdings current value
$9.34M
Avg closing price
$126.14
+73.1%
Last action
Exited
2025Q3
Current $218.38
53
C
CNMCORE & MAIN INC
Industrials·Industrial Distribution
0.02%
of portfolio
Number of shares
160,014 sh
Holdings current value
$9.16M
Avg closing price
$57.25
-14.5%
Last action
Exited
2025Q3
Current $48.95
54
A
ALRMALARM COM HLDGS INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
125,424 sh
Holdings current value
$9.09M
Avg closing price
$72.28
-39.9%
Last action
Exited
2025Q1
Current $43.46
55
G
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.02%
of portfolio
Number of shares
132,002 sh
Holdings current value
$8.79M
Avg closing price
$66.62
-23.8%
Last action
Exited
2025Q3
Current $50.77
56
E
EEFTEURONET WORLDWIDE INC
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
75,985 sh
Holdings current value
$8.35M
Avg closing price
$109.93
-32.1%
Last action
Exited
2024Q4
Current $74.64
57
B
BLBLACKLINE INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
108,764 sh
Holdings current value
$7.02M
Avg closing price
$64.58
-54.5%
Last action
Exited
2025Q3
Current $29.39
58
M
MEDPMEDPACE HLDGS INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
16,959 sh
Holdings current value
$6.85M
Avg closing price
$367.05
+7.2%
Last action
Trimmed 0.6%
2025Q4
Current $393.42
59
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.02%
of portfolio
Number of shares
564,831 sh
Holdings current value
$6.76M
Avg closing price
$11.67
-59.0%
Last action
Exited
2025Q3
Current $4.79
60
A
APPFAPPFOLIO INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
26,454 sh
Holdings current value
$6.53M
Avg closing price
$246.74
-38.3%
Last action
Exited
2025Q4
Current $152.30
61
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
479,507 sh
Holdings current value
$6.53M
Avg closing price
$13.61
+65.0%
Last action
Exited
2025Q4
Current $22.46
62
F
FSVFIRSTSERVICE CORP NEW
Real Estate·Real Estate Services
0.01%
of portfolio
Number of shares
35,863 sh
Holdings current value
$5.95M
Avg closing price
$167.95
-11.2%
Last action
Exited
2025Q3
Current $149.16
63
S
SITMSITIME CORP
Technology·Semiconductors
0.01%
of portfolio
Number of shares
61,563 sh
Holdings current value
$5.74M
Avg closing price
$93.23
+496.5%
Last action
Exited
2025Q3
Current $556.13
64
R
RHRH
Consumer Cyclical·Specialty Retail
0.01%
of portfolio
Number of shares
16,318 sh
Holdings current value
$5.68M
Avg closing price
$348.25
-60.3%
Last action
Exited
2024Q3
Current $138.09
65
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
137,974 sh
Holdings current value
$5.32M
Avg closing price
$38.55
+3.6%
Last action
Exited
2025Q1
Current $39.92
66
Q
QLYSQUALYS INC
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
30,635 sh
Holdings current value
$5.11M
Avg closing price
$166.87
-49.6%
Last action
Exited
2025Q3
Current $84.04
67
W
WINGWINGSTOP INC
Consumer Cyclical·Restaurants
0.01%
of portfolio
Number of shares
13,617 sh
Holdings current value
$4.99M
Avg closing price
$366.39
-49.0%
Last action
Exited
2025Q2
Current $186.74
68
F
FOXFFOX FACTORY HLDG CORP
Consumer Cyclical·Auto Parts
0.01%
of portfolio
Number of shares
94,073 sh
Holdings current value
$4.90M
Avg closing price
$52.07
-66.8%
Last action
Exited
2025Q1
Current $17.30
69
D
DOCSDOXIMITY INC
Healthcare·Health Information Services
0.01%
of portfolio
Number of shares
166,789 sh
Holdings current value
$4.49M
Avg closing price
$35.22
-34.2%
Last action
Exited
2025Q4
Current $23.17
70
K
KBKB FINL GROUP INCADR
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
81,167 sh
Holdings current value
$4.23M
Avg closing price
$52.07
+104.8%
Last action
Exited
2025Q1
Current $106.64
71
F
FIVEFIVE BELOW INC
Consumer Cyclical·Specialty Retail
0.01%
of portfolio
Number of shares
22,630 sh
Holdings current value
$4.10M
Avg closing price
$181.38
+31.3%
Last action
Exited
2024Q4
Current $238.20
72
A
AMNAMN HEALTHCARE SVCS INC
Healthcare·Medical Care Facilities
0.01%
of portfolio
Number of shares
58,749 sh
Holdings current value
$3.67M
Avg closing price
$61.55
-67.0%
Last action
Exited
2025Q2
Current $20.29
73
S
SITESITEONE LANDSCAPE SUPPLY INC
Industrials·Industrial Distribution
0.01%
of portfolio
Number of shares
20,842 sh
Holdings current value
$3.64M
Avg closing price
$160.65
-10.1%
Last action
Exited
2025Q3
Current $144.40
74
D
DTDYNATRACE INC
Technology·Software - Application
0.01%
of portfolio
Number of shares
73,856 sh
Holdings current value
$3.43M
Avg closing price
$46.44
-26.2%
Last action
Exited
2025Q2
Current $34.29
75
P
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
49,478 sh
Holdings current value
$3.31M
Avg closing price
$66.99
-25.7%
Last action
Trimmed 0.7%
2025Q4
Current $49.75

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
14.33% · +41.4%
MSFT
9.39% · -1.2%
GOOG
6.35% · +121.8%
V
5.41% · +10.7%
NFLX
5.38% · -84.7%
MA
4.97% · +4.3%
CRM
4.84% · -42.5%
NOW
4.69% · -88.9%
TMO
4.37% · -19.7%
ABT
4.24% · -18.6%
ABNB
4.09% · -14.0%
ACCENTURE PLC IRELAND
3.70%
ADBE
3.30% · -52.6%
ADSK
2.97% · -10.9%
ZTS
2.74% · -31.4%
UNH
2.73% · -28.3%
WDAY
2.32% · -58.0%
NVO
2.30% · -70.0%
NKE
2.05% · -52.4%
IT
1.92% · -68.8%
LLY
1.05% · +18.0%
ALGN
0.92% · -41.9%
ICON PLC
0.85%
GOOGL
0.74% · +124.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology27 pos$13.64B33.5%
  • Consumer Cyclical17 pos$8.99B22.1%
  • Healthcare14 pos$7.99B19.6%
  • Communication Services6 pos$5.44B13.3%
  • Financial Services11 pos$4.65B11.4%
  • Industrials6 pos$26.5M0.1%
  • Real Estate1 pos$5.9M0.0%
  • Basic Materials1 pos$489K0.0%
(5.9% unclassified, excluded from %)