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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
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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 · 2024Q2
1 / 2
75 of 110
1
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
14.36%
of portfolio
Number of shares
29,623,890 sh
Holdings current value
$5.72B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 8.0%
2025Q4
Current $255.08
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
10.08%
of portfolio
Number of shares
8,985,549 sh
Holdings current value
$4.02B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 11.0%
2025Q4
Current $415.75
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
7.68%
of portfolio
Number of shares
16,682,933 sh
Holdings current value
$3.06B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 3.6%
2025Q4
Current $337.75
4
V
VVISA INC
Financial Services·Credit Services
5.27%
of portfolio
Number of shares
7,997,622 sh
Holdings current value
$2.10B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 10.8%
2025Q4
Current $308.88
5
N
NOWSERVICENOW INC
Technology·Software - Application
4.90%
of portfolio
Number of shares
2,482,798 sh
Holdings current value
$1.95B
Avg closing price
$283.88
-70.1%
Last action
Added
2025Q4
Current $84.78
6
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
4.69%
of portfolio
Number of shares
4,239,995 sh
Holdings current value
$1.87B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 12.6%
2025Q4
Current $502.38
7
C
CRMSALESFORCE COM INC
Technology·Software - Application
4.33%
of portfolio
Number of shares
6,714,688 sh
Holdings current value
$1.73B
Avg closing price
$301.18
-42.5%
Last action
Trimmed 0.0%
2025Q4
Current $173.30
8
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
4.30%
of portfolio
Number of shares
3,102,010 sh
Holdings current value
$1.72B
Avg closing price
$581.21
-19.7%
Last action
Trimmed 3.5%
2025Q4
Current $466.70
9
A
ABTABBOTT LABS
Healthcare·Medical Devices
3.99%
of portfolio
Number of shares
15,305,822 sh
Holdings current value
$1.59B
Avg closing price
$113.66
-18.6%
Last action
Trimmed 18.4%
2025Q4
Current $92.48
10
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
3.87%
of portfolio
Number of shares
10,173,464 sh
Holdings current value
$1.54B
Avg closing price
$164.96
-14.0%
Last action
Trimmed 8.5%
2025Q4
Current $141.87
11
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.71%
of portfolio
Number of shares
2,665,186 sh
Holdings current value
$1.48B
Avg closing price
$487.89
-51.0%
Last action
Trimmed 16.1%
2025Q4
Current $238.98
12
N
NFLXNETFLIX INC
Communication Services·Entertainment
3.59%
of portfolio
Number of shares
2,119,328 sh
Holdings current value
$1.43B
Avg closing price
$607.33
-84.7%
Last action
Trimmed 12.6%
2025Q4
Current $92.82
13
G
G1151C101ACCENTURE PLC IRELAND
3.30%
of portfolio
Number of shares
4,333,582 sh
Holdings current value
$1.31B
Avg closing price
$346.61
Last action
Trimmed 11.8%
2025Q4
Current —
14
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
3.06%
of portfolio
Number of shares
7,046,051 sh
Holdings current value
$1.22B
Avg closing price
$167.75
-30.8%
Last action
Trimmed 21.7%
2025Q4
Current $116.06
15
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
2.87%
of portfolio
Number of shares
2,249,052 sh
Holdings current value
$1.15B
Avg closing price
$494.70
-28.3%
Last action
Trimmed 0.0%
2025Q4
Current $354.56
16
N
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.67%
of portfolio
Number of shares
7,447,972 sh
Holdings current value
$1.06B
Avg closing price
$128.40
-70.0%
Last action
Exited
2025Q3
Current $38.52
17
S
SHOPSHOPIFY INC
Technology·Software - Application
2.44%
of portfolio
Number of shares
14,722,354 sh
Holdings current value
$972.41M
Avg closing price
$69.69
+78.3%
Last action
Trimmed 20.8%
2025Q4
Current $124.23
18
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
1.99%
of portfolio
Number of shares
1,650,450 sh
Holdings current value
$795.10M
Avg closing price
$512.79
+16.6%
Last action
Trimmed 13.3%
2025Q4
Current $598.01
19
W
WDAYWORKDAY INC
Technology·Software - Application
1.92%
of portfolio
Number of shares
3,428,901 sh
Holdings current value
$766.57M
Avg closing price
$264.64
-56.7%
Last action
Trimmed 35.1%
2025Q4
Current $114.67
20
I
ITGARTNER INC
Technology·Information Technology Services
1.86%
of portfolio
Number of shares
1,650,791 sh
Holdings current value
$741.30M
Avg closing price
$476.67
-68.8%
Last action
Trimmed 0.0%
2025Q4
Current $148.60
21
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
1.70%
of portfolio
Number of shares
8,967,481 sh
Holdings current value
$675.88M
Avg closing price
$93.98
-52.4%
Last action
Exited
2025Q4
Current $44.78
22
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
1.24%
of portfolio
Number of shares
547,065 sh
Holdings current value
$495.30M
Avg closing price
$787.77
+16.5%
Last action
Trimmed 40.8%
2025Q4
Current $917.65
23
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.96%
of portfolio
Number of shares
2,094,374 sh
Holdings current value
$381.49M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 17.4%
2025Q4
Current $338.89
24
G
G4705A100ICON PLC
0.85%
of portfolio
Number of shares
1,085,062 sh
Holdings current value
$340.13M
Avg closing price
$335.95
Last action
Trimmed 23.8%
2025Q4
Current —
25
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
0.80%
of portfolio
Number of shares
2,236,125 sh
Holdings current value
$319.86M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 26.4%
2025Q4
Current $125.50
26
S
SAPSAP SEADR
Technology·Software - Application
0.63%
of portfolio
Number of shares
1,254,529 sh
Holdings current value
$253.05M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 8.2%
2025Q4
Current $163.25
27
G
G0403H108AON PLC
0.61%
of portfolio
Number of shares
822,041 sh
Holdings current value
$241.33M
Avg closing price
$383.46
Last action
Trimmed 43.9%
2025Q4
Current —
28
A
ADPAUTOMATIC DATA PROCESSING IN
Technology·Software - Application
0.29%
of portfolio
Number of shares
491,947 sh
Holdings current value
$117.42M
Avg closing price
$249.99
-20.6%
Last action
Trimmed 0.1%
2025Q4
Current $198.53
29
I
IWFISHARES TRETF
0.27%
of portfolio
Number of shares
297,803 sh
Holdings current value
$108.55M
Avg closing price
$448.31
+5.5%
Last action
Added
2025Q4
Current $473.05
30
L
L44385109GLOBANT S A
0.21%
of portfolio
Number of shares
477,338 sh
Holdings current value
$85.09M
Avg closing price
$185.96
Last action
Trimmed 8.6%
2025Q4
Current —
31
G
G5960L103MEDTRONIC PLC
0.21%
of portfolio
Number of shares
1,049,969 sh
Holdings current value
$82.64M
Avg closing price
$87.15
Last action
Trimmed 3.7%
2025Q4
Current —
32
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.14%
of portfolio
Number of shares
853,428 sh
Holdings current value
$54.90M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 21.0%
2025Q4
Current $25.51
33
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.13%
of portfolio
Number of shares
51,068 sh
Holdings current value
$52.23M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 14.4%
2025Q4
Current $1418
34
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.13%
of portfolio
Number of shares
31,040 sh
Holdings current value
$51.01M
Avg closing price
$1775
+1.9%
Last action
Trimmed 4.9%
2025Q4
Current $1809
35
9
904767704UNILEVER PLC
0.07%
of portfolio
Number of shares
500,714 sh
Holdings current value
$27.53M
Avg closing price
$50.19
Last action
Exited
2025Q1
Current —
36
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.05%
of portfolio
Number of shares
1,504,807 sh
Holdings current value
$21.14M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 9.0%
2025Q4
Current $9.25
37
A
ACWIISHARES TRETF
0.05%
of portfolio
Number of shares
175,686 sh
Holdings current value
$19.75M
Avg closing price
$137.25
+8.7%
Last action
Added
2025Q4
Current $149.25
38
H
HLIHOULIHAN LOKEY INC
Financial Services·Capital Markets
0.03%
of portfolio
Number of shares
82,376 sh
Holdings current value
$11.11M
Avg closing price
$128.19
+23.5%
Last action
Exited
2025Q3
Current $158.27
39
C
CWANCLEARWATER ANALYTICS HLDGS I
Technology·Software - Application
0.03%
of portfolio
Number of shares
571,837 sh
Holdings current value
$10.59M
Avg closing price
$17.73
+36.4%
Last action
Exited
2025Q3
Current $24.18
40
A
ADSKAUTODESK INC
Technology·Software - Application
0.03%
of portfolio
Number of shares
42,117 sh
Holdings current value
$10.42M
Avg closing price
$260.42
-10.9%
Last action
Trimmed 0.3%
2025Q4
Current $231.98
41
E
EXLSEXLSERVICE HOLDINGS INC
Technology·Information Technology Services
0.03%
of portfolio
Number of shares
327,095 sh
Holdings current value
$10.26M
Avg closing price
$31.78
-3.8%
Last action
Exited
2025Q3
Current $30.56
42
P
PGNYPROGYNY INC
Healthcare·Healthcare Plans
0.03%
of portfolio
Number of shares
348,292 sh
Holdings current value
$9.96M
Avg closing price
$37.29
-52.6%
Last action
Exited
2025Q3
Current $17.67
43
H
HLNEHAMILTON LANE INC
Financial Services·Asset Management
0.02%
of portfolio
Number of shares
78,225 sh
Holdings current value
$9.67M
Avg closing price
$112.76
-8.5%
Last action
Exited
2025Q3
Current $103.16
44
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.02%
of portfolio
Number of shares
854,191 sh
Holdings current value
$9.49M
Avg closing price
$11.67
-59.0%
Last action
Exited
2025Q3
Current $4.79
45
G
GNRCGENERAC HLDGS INC
Industrials·Specialty Industrial Machinery
0.02%
of portfolio
Number of shares
70,988 sh
Holdings current value
$9.39M
Avg closing price
$126.14
+73.1%
Last action
Exited
2025Q3
Current $218.38
46
L
LVSLAS VEGAS SANDS CORP
Consumer Cyclical·Resorts & Casinos
0.02%
of portfolio
Number of shares
196,374 sh
Holdings current value
$8.69M
Avg closing price
$51.66
+0.6%
Last action
Exited
2025Q3
Current $51.95
47
B
BILSPDR SER TRETF
0.02%
of portfolio
Number of shares
91,892 sh
Holdings current value
$8.43M
Avg closing price
$91.80
-0.2%
Last action
Exited
2025Q2
Current $91.59
48
R
RVLVREVOLVE GROUP INC
Consumer Cyclical·Internet Retail
0.02%
of portfolio
Number of shares
511,992 sh
Holdings current value
$8.15M
Avg closing price
$21.17
+24.9%
Last action
Exited
2025Q3
Current $26.45
49
A
ALRMALARM COM HLDGS INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
128,165 sh
Holdings current value
$8.14M
Avg closing price
$72.28
-39.9%
Last action
Exited
2025Q1
Current $43.46
50
C
CNMCORE & MAIN INC
Industrials·Industrial Distribution
0.02%
of portfolio
Number of shares
158,999 sh
Holdings current value
$7.78M
Avg closing price
$57.25
-14.5%
Last action
Exited
2025Q3
Current $48.95
51
G
G29018101DLOCAL LTD
0.02%
of portfolio
Number of shares
953,716 sh
Holdings current value
$7.72M
Avg closing price
$14.44
Last action
Trimmed 19.6%
2025Q4
Current —
52
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
463,853 sh
Holdings current value
$7.45M
Avg closing price
$13.61
+65.0%
Last action
Exited
2025Q4
Current $22.46
53
A
ALITALIGHT INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
1,008,705 sh
Holdings current value
$7.44M
Avg closing price
$9.85
-93.4%
Last action
Exited
2024Q3
Current $0.65
54
G
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.02%
of portfolio
Number of shares
129,053 sh
Holdings current value
$7.41M
Avg closing price
$66.62
-23.8%
Last action
Exited
2025Q3
Current $50.77
55
P
PDDPINDUODUO INCADR
Consumer Cyclical·Internet Retail
0.02%
of portfolio
Number of shares
54,875 sh
Holdings current value
$7.30M
Avg closing price
$133.72
-26.9%
Last action
Trimmed 36.8%
2025Q4
Current $97.77
56
M
MEDPMEDPACE HLDGS INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
17,341 sh
Holdings current value
$7.14M
Avg closing price
$367.05
+7.2%
Last action
Trimmed 0.6%
2025Q4
Current $393.42
57
E
EEFTEURONET WORLDWIDE INC
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
64,711 sh
Holdings current value
$6.70M
Avg closing price
$109.93
-32.1%
Last action
Exited
2024Q4
Current $74.64
58
Y
YUMCYUM CHINA HLDGS INC
Consumer Cyclical·Restaurants
0.02%
of portfolio
Number of shares
201,365 sh
Holdings current value
$6.21M
Avg closing price
$40.03
+20.0%
Last action
Exited
2025Q2
Current $48.04
59
S
SITMSITIME CORP
Technology·Semiconductors
0.01%
of portfolio
Number of shares
46,054 sh
Holdings current value
$5.73M
Avg closing price
$93.23
+496.5%
Last action
Exited
2025Q3
Current $556.13
60
B
BLBLACKLINE INC
Technology·Software - Application
0.01%
of portfolio
Number of shares
104,007 sh
Holdings current value
$5.04M
Avg closing price
$64.58
-54.5%
Last action
Exited
2025Q3
Current $29.39
61
E
EPAMEPAM SYS INC
Technology·Information Technology Services
0.01%
of portfolio
Number of shares
25,775 sh
Holdings current value
$4.85M
Avg closing price
$256.28
-52.9%
Last action
Exited
2025Q2
Current $120.77
62
A
ALGNALIGN TECHNOLOGY INC
Healthcare·Medical Instruments & Supplies
0.01%
of portfolio
Number of shares
20,006 sh
Holdings current value
$4.83M
Avg closing price
$327.92
-41.9%
Last action
Exited
2025Q1
Current $190.67
63
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
120,632 sh
Holdings current value
$4.60M
Avg closing price
$38.55
+3.6%
Last action
Exited
2025Q1
Current $39.92
64
F
FSVFIRSTSERVICE CORP NEW
Real Estate·Real Estate Services
0.01%
of portfolio
Number of shares
29,787 sh
Holdings current value
$4.54M
Avg closing price
$167.95
-11.2%
Last action
Exited
2025Q3
Current $149.16
65
K
KBKB FINL GROUP INCADR
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
78,267 sh
Holdings current value
$4.43M
Avg closing price
$52.07
+104.8%
Last action
Exited
2025Q1
Current $106.64
66
A
APPFAPPFOLIO INC
Technology·Software - Application
0.01%
of portfolio
Number of shares
17,855 sh
Holdings current value
$4.37M
Avg closing price
$246.74
-38.3%
Last action
Exited
2025Q4
Current $152.30
67
O
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
0.01%
of portfolio
Number of shares
153,541 sh
Holdings current value
$4.25M
Avg closing price
$27.70
+3.0%
Last action
Exited
2024Q4
Current $28.54
68
F
FOXFFOX FACTORY HLDG CORP
Consumer Cyclical·Auto Parts
0.01%
of portfolio
Number of shares
80,541 sh
Holdings current value
$3.88M
Avg closing price
$52.07
-66.8%
Last action
Exited
2025Q1
Current $17.30
69
C
CATHGLOBAL X FDSETF
0.01%
of portfolio
Number of shares
55,803 sh
Holdings current value
$3.65M
Avg closing price
$65.19
+31.0%
Last action
Trimmed 5.6%
2025Q4
Current $85.41
70
Q
QLYSQUALYS INC
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
25,568 sh
Holdings current value
$3.65M
Avg closing price
$166.87
-49.6%
Last action
Exited
2025Q3
Current $84.04
71
V
VONGVANGUARD SCOTTSDALE FDSETF
0.01%
of portfolio
Number of shares
34,536 sh
Holdings current value
$3.24M
Avg closing price
$86.93
+40.0%
Last action
Exited
2024Q3
Current $121.69
72
A
AMNAMN HEALTHCARE SVCS INC
Healthcare·Medical Care Facilities
0.01%
of portfolio
Number of shares
61,781 sh
Holdings current value
$3.17M
Avg closing price
$61.55
-67.0%
Last action
Exited
2025Q2
Current $20.29
73
A
AAONAAON INC
Industrials·Building Products & Equipment
0.01%
of portfolio
Number of shares
34,884 sh
Holdings current value
$3.04M
Avg closing price
$83.94
+17.6%
Last action
Exited
2025Q3
Current $98.71
74
D
DOCSDOXIMITY INC
Healthcare·Health Information Services
0.01%
of portfolio
Number of shares
105,500 sh
Holdings current value
$2.95M
Avg closing price
$35.22
-34.2%
Last action
Exited
2025Q4
Current $23.17
75
I
IBPINSTALLED BLDG PRODS INC
Consumer Cyclical·Residential Construction
0.01%
of portfolio
Number of shares
13,093 sh
Holdings current value
$2.69M
Avg closing price
$216.69
+42.6%
Last action
Exited
2025Q3
Current $308.98

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
14.36% · +32.0%
MSFT
10.08% · -7.0%
GOOG
7.68% · +84.1%
V
5.27% · +17.7%
NOW
4.90% · -89.2%
MA
4.69% · +13.9%
CRM
4.33% · -32.6%
TMO
4.30% · -15.6%
ABT
3.99% · -11.0%
ABNB
3.87% · -6.4%
ADBE
3.71% · -57.0%
NFLX
3.59% · -86.2%
ACCENTURE PLC IRELAND
3.30%
ZTS
3.06% · -33.1%
UNH
2.87% · -30.4%
NVO
2.67% · -73.0%
SHOP
2.44% · +88.1%
MSCI
1.99% · +24.1%
WDAY
1.92% · -48.7%
IT
1.86% · -66.9%
NKE
1.70% · -40.6%
LLY
1.24% · +1.4%
GOOGL
0.96% · +86.0%
ICON PLC
0.85%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology28 pos$12.49B33.2%
  • Consumer Cyclical17 pos$8.05B21.4%
  • Healthcare16 pos$7.28B19.4%
  • Communication Services6 pos$4.89B13.0%
  • Financial Services12 pos$4.86B12.9%
  • Industrials10 pos$28.8M0.1%
  • Real Estate1 pos$4.5M0.0%
  • Consumer Defensive1 pos$1.3M0.0%
  • Basic Materials1 pos$506K0.0%
(5.7% unclassified, excluded from %)