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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 · 2024Q3
1 / 2
75 of 118
1
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
12.38%
of portfolio
Number of shares
25,744,857 sh
Holdings current value
$4.80B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 9.1%
2025Q4
Current $255.08
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
7.79%
of portfolio
Number of shares
7,012,465 sh
Holdings current value
$3.02B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 13.7%
2025Q4
Current $415.75
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
5.53%
of portfolio
Number of shares
12,821,010 sh
Holdings current value
$2.14B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 4.6%
2025Q4
Current $337.75
4
V
VVISA INC
Financial Services·Credit Services
5.15%
of portfolio
Number of shares
7,257,741 sh
Holdings current value
$2.00B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 11.7%
2025Q4
Current $308.88
5
N
NOWSERVICENOW INC
Technology·Software - Application
5.13%
of portfolio
Number of shares
2,223,744 sh
Holdings current value
$1.99B
Avg closing price
$283.88
-70.1%
Last action
Added
2025Q4
Current $84.78
6
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
4.89%
of portfolio
Number of shares
3,833,355 sh
Holdings current value
$1.89B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 13.7%
2025Q4
Current $502.38
7
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
4.48%
of portfolio
Number of shares
2,806,786 sh
Holdings current value
$1.74B
Avg closing price
$581.21
-19.7%
Last action
Trimmed 3.8%
2025Q4
Current $466.70
8
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
4.43%
of portfolio
Number of shares
3,311,628 sh
Holdings current value
$1.71B
Avg closing price
$487.89
-51.0%
Last action
Trimmed 13.4%
2025Q4
Current $238.98
9
A
ABTABBOTT LABS
Healthcare·Medical Devices
4.10%
of portfolio
Number of shares
13,937,610 sh
Holdings current value
$1.59B
Avg closing price
$113.66
-18.6%
Last action
Trimmed 19.9%
2025Q4
Current $92.48
10
A
AAPLAPPLE INC
Technology·Consumer Electronics
4.05%
of portfolio
Number of shares
6,736,143 sh
Holdings current value
$1.57B
Avg closing price
$242.62
+12.7%
Last action
Trimmed 0.1%
2025Q4
Current $273.43
11
S
SHOPSHOPIFY INC
Technology·Software - Application
3.92%
of portfolio
Number of shares
18,967,838 sh
Holdings current value
$1.52B
Avg closing price
$69.69
+78.3%
Last action
Trimmed 16.9%
2025Q4
Current $124.23
12
O
ORCLORACLE CORP
Technology·Software - Infrastructure
3.86%
of portfolio
Number of shares
8,767,967 sh
Holdings current value
$1.49B
Avg closing price
$165.24
+6.7%
Last action
Trimmed 19.3%
2025Q4
Current $176.28
13
G
G1151C101ACCENTURE PLC IRELAND
3.56%
of portfolio
Number of shares
3,902,146 sh
Holdings current value
$1.38B
Avg closing price
$346.61
Last action
Trimmed 12.9%
2025Q4
Current —
14
N
NFLXNETFLIX INC
Communication Services·Entertainment
3.49%
of portfolio
Number of shares
1,907,867 sh
Holdings current value
$1.35B
Avg closing price
$607.33
-84.7%
Last action
Trimmed 13.8%
2025Q4
Current $92.82
15
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
3.35%
of portfolio
Number of shares
2,228,293 sh
Holdings current value
$1.30B
Avg closing price
$512.79
+16.6%
Last action
Trimmed 10.2%
2025Q4
Current $598.01
16
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
3.21%
of portfolio
Number of shares
6,366,653 sh
Holdings current value
$1.24B
Avg closing price
$167.75
-30.8%
Last action
Trimmed 23.5%
2025Q4
Current $116.06
17
W
WDAYWORKDAY INC
Technology·Software - Application
3.03%
of portfolio
Number of shares
4,802,526 sh
Holdings current value
$1.17B
Avg closing price
$264.64
-56.7%
Last action
Trimmed 27.8%
2025Q4
Current $114.67
18
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
3.01%
of portfolio
Number of shares
1,996,422 sh
Holdings current value
$1.17B
Avg closing price
$494.70
-28.3%
Last action
Trimmed 0.0%
2025Q4
Current $354.56
19
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
3.01%
of portfolio
Number of shares
9,182,584 sh
Holdings current value
$1.16B
Avg closing price
$164.96
-14.0%
Last action
Trimmed 9.3%
2025Q4
Current $141.87
20
N
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.11%
of portfolio
Number of shares
6,854,659 sh
Holdings current value
$816.18M
Avg closing price
$128.40
-70.0%
Last action
Exited
2025Q3
Current $38.52
21
I
ITGARTNER INC
Technology·Information Technology Services
1.92%
of portfolio
Number of shares
1,469,390 sh
Holdings current value
$744.63M
Avg closing price
$476.67
-68.8%
Last action
Trimmed 0.0%
2025Q4
Current $148.60
22
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
1.51%
of portfolio
Number of shares
3,510,896 sh
Holdings current value
$584.81M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 18.6%
2025Q4
Current $125.50
23
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
1.12%
of portfolio
Number of shares
489,955 sh
Holdings current value
$434.07M
Avg closing price
$787.77
+16.5%
Last action
Trimmed 43.5%
2025Q4
Current $917.65
24
G
G4705A100ICON PLC
0.78%
of portfolio
Number of shares
1,053,770 sh
Holdings current value
$302.76M
Avg closing price
$335.95
Last action
Trimmed 24.3%
2025Q4
Current —
25
G
G0403H108AON PLC
0.70%
of portfolio
Number of shares
781,489 sh
Holdings current value
$270.39M
Avg closing price
$383.46
Last action
Trimmed 45.2%
2025Q4
Current —
26
S
SAPSAP SEADR
Technology·Software - Application
0.63%
of portfolio
Number of shares
1,064,415 sh
Holdings current value
$243.86M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 9.5%
2025Q4
Current $163.25
27
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.55%
of portfolio
Number of shares
1,274,326 sh
Holdings current value
$211.35M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 25.8%
2025Q4
Current $338.89
28
L
L44385109GLOBANT S A
0.32%
of portfolio
Number of shares
632,979 sh
Holdings current value
$125.42M
Avg closing price
$185.96
Last action
Trimmed 6.6%
2025Q4
Current —
29
G
G5960L103MEDTRONIC PLC
0.24%
of portfolio
Number of shares
1,023,029 sh
Holdings current value
$92.10M
Avg closing price
$87.15
Last action
Trimmed 3.8%
2025Q4
Current —
30
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.21%
of portfolio
Number of shares
39,015 sh
Holdings current value
$80.06M
Avg closing price
$1775
+1.9%
Last action
Trimmed 3.9%
2025Q4
Current $1809
31
I
IWFISHARES TRETF
0.16%
of portfolio
Number of shares
162,206 sh
Holdings current value
$60.89M
Avg closing price
$448.31
+5.5%
Last action
Added
2025Q4
Current $473.05
32
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.14%
of portfolio
Number of shares
67,283 sh
Holdings current value
$56.06M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 11.3%
2025Q4
Current $1418
33
A
ADPAUTOMATIC DATA PROCESSING IN
Technology·Software - Application
0.14%
of portfolio
Number of shares
198,152 sh
Holdings current value
$54.83M
Avg closing price
$249.99
-20.6%
Last action
Trimmed 0.2%
2025Q4
Current $198.53
34
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.14%
of portfolio
Number of shares
839,039 sh
Holdings current value
$52.49M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 21.2%
2025Q4
Current $25.51
35
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.05%
of portfolio
Number of shares
1,539,938 sh
Holdings current value
$18.56M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 8.8%
2025Q4
Current $9.25
36
9
904767704UNILEVER PLC
0.04%
of portfolio
Number of shares
257,804 sh
Holdings current value
$16.75M
Avg closing price
$50.19
Last action
Exited
2025Q1
Current —
37
H
H5919C104ON HLDG AG
0.04%
of portfolio
Number of shares
295,518 sh
Holdings current value
$14.82M
Avg closing price
$51.12
Last action
Trimmed 17.8%
2025Q4
Current —
38
P
PDDPINDUODUO INCADR
Consumer Cyclical·Internet Retail
0.03%
of portfolio
Number of shares
94,050 sh
Holdings current value
$12.68M
Avg closing price
$133.72
-26.9%
Last action
Trimmed 25.4%
2025Q4
Current $97.77
39
E
EXLSEXLSERVICE HOLDINGS INC
Technology·Information Technology Services
0.03%
of portfolio
Number of shares
325,845 sh
Holdings current value
$12.43M
Avg closing price
$31.78
-3.8%
Last action
Exited
2025Q3
Current $30.56
40
A
ACWIISHARES TRETF
0.03%
of portfolio
Number of shares
91,122 sh
Holdings current value
$10.89M
Avg closing price
$137.25
+8.7%
Last action
Added
2025Q4
Current $149.25
41
H
HLIHOULIHAN LOKEY INC
Financial Services·Capital Markets
0.03%
of portfolio
Number of shares
68,311 sh
Holdings current value
$10.79M
Avg closing price
$128.19
+23.5%
Last action
Exited
2025Q3
Current $158.27
42
L
LVSLAS VEGAS SANDS CORP
Consumer Cyclical·Resorts & Casinos
0.03%
of portfolio
Number of shares
202,934 sh
Holdings current value
$10.22M
Avg closing price
$51.66
+0.6%
Last action
Exited
2025Q3
Current $51.95
43
R
RVLVREVOLVE GROUP INC
Consumer Cyclical·Internet Retail
0.03%
of portfolio
Number of shares
402,820 sh
Holdings current value
$9.98M
Avg closing price
$21.17
+24.9%
Last action
Exited
2025Q3
Current $26.45
44
C
CRMSALESFORCE COM INC
Technology·Software - Application
0.03%
of portfolio
Number of shares
35,710 sh
Holdings current value
$9.77M
Avg closing price
$301.18
-42.5%
Last action
Trimmed 3.2%
2025Q4
Current $173.30
45
Y
YUMCYUM CHINA HLDGS INC
Consumer Cyclical·Restaurants
0.02%
of portfolio
Number of shares
210,855 sh
Holdings current value
$9.49M
Avg closing price
$40.03
+20.0%
Last action
Exited
2025Q2
Current $48.04
46
G
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.02%
of portfolio
Number of shares
105,858 sh
Holdings current value
$9.45M
Avg closing price
$66.62
-23.8%
Last action
Exited
2025Q3
Current $50.77
47
H
HLNEHAMILTON LANE INC
Financial Services·Asset Management
0.02%
of portfolio
Number of shares
55,830 sh
Holdings current value
$9.40M
Avg closing price
$112.76
-8.5%
Last action
Exited
2025Q3
Current $103.16
48
G
GNRCGENERAC HLDGS INC
Industrials·Specialty Industrial Machinery
0.02%
of portfolio
Number of shares
57,902 sh
Holdings current value
$9.20M
Avg closing price
$126.14
+73.1%
Last action
Exited
2025Q3
Current $218.38
49
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.02%
of portfolio
Number of shares
796,190 sh
Holdings current value
$8.80M
Avg closing price
$11.67
-59.0%
Last action
Exited
2025Q3
Current $4.79
50
C
CWANCLEARWATER ANALYTICS HLDGS I
Technology·Software - Application
0.02%
of portfolio
Number of shares
338,954 sh
Holdings current value
$8.56M
Avg closing price
$17.73
+36.4%
Last action
Exited
2025Q3
Current $24.18
51
G
G29018101DLOCAL LTD
0.02%
of portfolio
Number of shares
987,283 sh
Holdings current value
$7.90M
Avg closing price
$14.44
Last action
Trimmed 19.1%
2025Q4
Current —
52
E
ELFE L F BEAUTY INC
Consumer Defensive·Household & Personal Products
0.02%
of portfolio
Number of shares
64,126 sh
Holdings current value
$6.99M
Avg closing price
$115.37
-42.6%
Last action
Exited
2025Q4
Current $66.23
53
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
414,405 sh
Holdings current value
$6.77M
Avg closing price
$13.61
+65.0%
Last action
Exited
2025Q4
Current $22.46
54
C
CNMCORE & MAIN INC
Industrials·Industrial Distribution
0.02%
of portfolio
Number of shares
147,407 sh
Holdings current value
$6.54M
Avg closing price
$57.25
-14.5%
Last action
Exited
2025Q3
Current $48.95
55
A
ALRMALARM COM HLDGS INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
118,324 sh
Holdings current value
$6.47M
Avg closing price
$72.28
-39.9%
Last action
Exited
2025Q1
Current $43.46
56
I
IVVISHARES TRETF
0.02%
of portfolio
Number of shares
10,746 sh
Holdings current value
$6.20M
Avg closing price
$682.13
+4.3%
Last action
New holding
2025Q4
Current $711.74
57
P
PGNYPROGYNY INC
Healthcare·Healthcare Plans
0.02%
of portfolio
Number of shares
362,120 sh
Holdings current value
$6.07M
Avg closing price
$37.29
-52.6%
Last action
Exited
2025Q3
Current $17.67
58
E
EEFTEURONET WORLDWIDE INC
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
59,928 sh
Holdings current value
$5.95M
Avg closing price
$109.93
-32.1%
Last action
Exited
2024Q4
Current $74.64
59
V
VUGVANGUARD INDEX FDSETF
0.01%
of portfolio
Number of shares
13,814 sh
Holdings current value
$5.30M
Avg closing price
$457.40
-82.1%
Last action
Added
2025Q4
Current $82.04
60
R
RGENREPLIGEN CORP
Healthcare·Medical Instruments & Supplies
0.01%
of portfolio
Number of shares
35,383 sh
Holdings current value
$5.27M
Avg closing price
$140.02
-18.5%
Last action
Exited
2025Q3
Current $114.06
61
F
FSVFIRSTSERVICE CORP NEW
Real Estate·Real Estate Services
0.01%
of portfolio
Number of shares
28,137 sh
Holdings current value
$5.13M
Avg closing price
$167.95
-11.2%
Last action
Exited
2025Q3
Current $149.16
62
M
MEDPMEDPACE HLDGS INC
Healthcare·Diagnostics & Research
0.01%
of portfolio
Number of shares
14,964 sh
Holdings current value
$5.00M
Avg closing price
$367.05
+7.2%
Last action
Trimmed 0.6%
2025Q4
Current $393.42
63
K
KBKB FINL GROUP INCADR
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
78,267 sh
Holdings current value
$4.83M
Avg closing price
$52.07
+104.8%
Last action
Exited
2025Q1
Current $106.64
64
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
113,236 sh
Holdings current value
$4.65M
Avg closing price
$38.55
+3.6%
Last action
Exited
2025Q1
Current $39.92
65
N
NSITINSIGHT ENTERPRISES INC
Technology·Electronics & Computer Distribution
0.01%
of portfolio
Number of shares
21,357 sh
Holdings current value
$4.60M
Avg closing price
$184.15
-60.2%
Last action
Exited
2025Q3
Current $73.34
66
O
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
0.01%
of portfolio
Number of shares
144,294 sh
Holdings current value
$4.52M
Avg closing price
$27.70
+3.0%
Last action
Exited
2024Q4
Current $28.54
67
I
IBPINSTALLED BLDG PRODS INC
Consumer Cyclical·Residential Construction
0.01%
of portfolio
Number of shares
17,963 sh
Holdings current value
$4.42M
Avg closing price
$216.69
+42.6%
Last action
Exited
2025Q3
Current $308.98
68
E
EPAMEPAM SYS INC
Technology·Information Technology Services
0.01%
of portfolio
Number of shares
20,722 sh
Holdings current value
$4.12M
Avg closing price
$256.28
-52.9%
Last action
Exited
2025Q2
Current $120.77
69
P
PCTYPAYLOCITY HLDG CORP
Technology·Software - Application
0.01%
of portfolio
Number of shares
23,332 sh
Holdings current value
$3.85M
Avg closing price
$172.76
-42.1%
Last action
Exited
2025Q3
Current $100.08
70
B
BLBLACKLINE INC
Technology·Software - Application
0.01%
of portfolio
Number of shares
69,297 sh
Holdings current value
$3.82M
Avg closing price
$64.58
-54.5%
Last action
Exited
2025Q3
Current $29.39
71
N
NVEEUSDNV5 GLOBAL INC
0.01%
of portfolio
Number of shares
40,808 sh
Holdings current value
$3.81M
Avg closing price
$93.48
Last action
Exited
2024Q4
Current —
72
C
CATHGLOBAL X FDSETF
0.01%
of portfolio
Number of shares
54,750 sh
Holdings current value
$3.80M
Avg closing price
$65.19
+31.0%
Last action
Trimmed 5.7%
2025Q4
Current $85.41
73
A
AITAPPLIED INDL TECHNOLOGIES IN
Industrials·Industrial Distribution
0.01%
of portfolio
Number of shares
16,204 sh
Holdings current value
$3.62M
Avg closing price
$214.76
+37.1%
Last action
Exited
2025Q3
Current $294.40
74
A
AAONAAON INC
Industrials·Building Products & Equipment
0.01%
of portfolio
Number of shares
32,928 sh
Holdings current value
$3.55M
Avg closing price
$83.94
+17.6%
Last action
Exited
2025Q3
Current $98.71
75
I
IWMISHARES TRETF
0.01%
of portfolio
Number of shares
13,381 sh
Holdings current value
$2.96M
Avg closing price
$210.01
+31.2%
Last action
Exited
2025Q2
Current $275.52

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
12.38% · +36.9%
MSFT
7.79% · -3.4%
GOOG
5.53% · +102.0%
V
5.15% · +12.3%
NOW
5.13% · -90.5%
MA
4.89% · +1.7%
TMO
4.48% · -24.6%
ADBE
4.43% · -53.8%
ABT
4.10% · -18.9%
AAPL
4.05% · +17.4%
SHOP
3.92% · +55.0%
ORCL
3.86% · +3.5%
ACCENTURE PLC IRELAND
3.56%
NFLX
3.49% · -86.9%
MSCI
3.35% · +2.6%
ZTS
3.21% · -40.6%
WDAY
3.03% · -53.1%
UNH
3.01% · -39.4%
ABNB
3.01% · +11.9%
NVO
2.11% · -67.6%
IT
1.92% · -70.7%
PAYC
1.51% · -24.7%
LLY
1.12% · +3.6%
ICON PLC
0.78%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology29 pos$14.24B39.1%
  • Healthcare15 pos$7.02B19.3%
  • Consumer Cyclical17 pos$6.10B16.8%
  • Financial Services12 pos$5.28B14.5%
  • Communication Services5 pos$3.73B10.2%
  • Industrials12 pos$34.1M0.1%
  • Consumer Defensive2 pos$8.2M0.0%
  • Real Estate1 pos$5.1M0.0%
(6.0% unclassified, excluded from %)